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home
about us
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Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Event Schedule
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Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
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T.Rowe Price Group
(NQ:
TROW
)
102.38
+0.37 (+0.36%)
Streaming Delayed Price
Updated: 4:00 PM EDT, May 18, 2026
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Stocks That Hit 52-Week Highs On Wednesday
↗
July 07, 2021
Before 10 a.m. ET Wednesday, 138 stocks hit new 52-week highs. Areas of Significance: Microsoft (NASDAQ:MSFT) was the company with the largest market cap to set a...
Via
Benzinga
Stocks That Hit 52-Week Highs On Tuesday
↗
July 06, 2021
During Tuesday's morning session, 124 stocks hit new 52-week highs. Facts of Interest: Microsoft (NASDAQ:MSFT) was the largest company by market cap to set a...
Via
Benzinga
Earnings Scheduled For July 29, 2021
↗
July 29, 2021
Companies Reporting Before The Bell • Smith & Nephew (NYSE:SNN) is projected to report earnings for its second quarter. • Cohen & Co (AMEX:COHN) is...
Via
Benzinga
Racing Towards The World's First Electric Pickup
↗
July 27, 2021
On Friday, Rivian revealed it closed a $2.5 billion funding round, led by existing investors Amazon (NASDAQ: AMZN), Ford Motor Company (NYSE: F), and T. Rowe Price (NASDAQ: TROW...
Via
Benzinga
YouHodler: Normalizing Crypto Spaces for the Average Investor
↗
July 14, 2021
Photo by
Via
Benzinga
T. Rowe Price's Judith Ward Shares 10 Financial Goals for Women
July 13, 2021
SOURCE: T. Rowe Price
Via
3BL Media
Topics
Credit Cards
Retirement
'Fast Money Halftime Report' Picks For July 12
↗
July 12, 2021
On CNBC's "Fast Money Halftime Report," Bryn Talkington recommended a long position in JPMorgan Equity Premium Income ETF (NYSE: JEPI). Brenda Vingiello is a buyer...
Via
Benzinga
Analyst Ratings For T. Rowe Price Gr
↗
July 12, 2021
Analysts have provided the following ratings for T. Rowe Price Gr (NASDAQ:
Via
Benzinga
T. Rowe Price Releases 2020 Sustainability Report
July 08, 2021
SOURCE: T. Rowe Price
Via
3BL Media
Topics
Climate Change
Retirement
Stocks That Hit 52-Week Highs On Friday
↗
July 02, 2021
Before 10 a.m. ET Friday, 146 stocks hit new 52-week highs. Interesting Facts: The largest company by market cap to set a new 52-week high was Microsoft (NASDAQ:...
Via
Benzinga
T. Rowe Price and Business Volunteers Maryland Join Forces to Support Four Nonprofits Focused on Racial Equity
June 24, 2021
SOURCE: T. Rowe Price
Via
3BL Media
Topics
Retirement
Key Dividend Increases from Last Week Including FedEx And Kirkland
↗
June 22, 2021
Stocks that raised dividends last week.
Via
Talk Markets
Four Ways T. Rowe Price Is Coming Together for Change on Behalf of LGBTQ+ Equality
June 21, 2021
SOURCE: T. Rowe Price
Via
3BL Media
Stocks That Hit 52-Week Highs On Thursday
↗
July 01, 2021
This morning 158 companies set new 52-week highs. Intriguing Points: NVIDIA (NASDAQ:NVDA) was the largest firm on a market cap basis to set a new 52-week high. The...
Via
Benzinga
Portfolio Highlights: June 2021
↗
June 12, 2021
During the past three months, the S&P 500 index jumped 10% as first quarter GDP growth increased 6.4%. These 8 high-quality stocks in our portfolio generated awesome 18% or better gains during the same...
Via
Talk Markets
Topics
Stocks
Stocks That Hit 52-Week Highs On Tuesday
↗
June 29, 2021
Tuesday's morning session saw 105 companies set new 52-week highs. Things to Consider: The largest company by market cap to break to a new 52-week high was...
Via
Benzinga
Stocks That Hit 52-Week Highs On Thursday
↗
June 17, 2021
This morning 94 companies set new 52-week highs. Things to Consider: NVIDIA (NASDAQ:NVDA) was the largest firm by market cap to set a new 52-week high. Deswell Industries...
Via
Benzinga
95 Firms Going Ex-Dividend Next Week, Including Merck, Gilead Sciences And Public Storage
↗
June 12, 2021
Ex-dividend dates are important to dividend investors because one must own a stock prior to its ex-dividend date in order to be eligible to receive its next dividend.
Via
Talk Markets
T. Rowe Price Earned Perfect Score in Human Rights Campaign's 2021 Corporate Equality Index
June 08, 2021
SOURCE: T. Rowe Price
Via
3BL Media
Topics
LGBTQ
Tesla Rival Rivian Selects Underwriters For IPO, Could Seek $70B Valuation
↗
May 30, 2021
Amazon.com, Inc-backed Rivian Automotive Inc has selected underwriters for an initial public offering. The California-based automaker, which is also backed by Ford Motor Company, could seek a valuation...
Via
Talk Markets
Topics
Initial Public Offering
Tesla Rival Rivian Selects Underwriters For IPO, Could Seek $70B Valuation
↗
May 30, 2021
Amazon.com, Inc (NASDAQ: AMZN) -backed Rivian Automotive Inc has selected underwriters for an initial public offering, Bloomberg reports. What Happened:...
Via
Benzinga
Topics
Initial Public Offering
Stocks That Hit 52-Week Highs On Tuesday
↗
June 01, 2021
Tuesday's morning session saw 391 companies set new 52-week highs. Noteworthy Mentions: The largest company by market cap to set a new 52-week high was JPMorgan...
Via
Benzinga
15 Blue-Chip Dividend Growth Stocks: Love The Businesses Hate The Stocks
↗
May 25, 2021
I love blue-chip dividend growth stocks that consistently grow their businesses and their dividends year after year.
Via
Talk Markets
Stocks That Hit 52-Week Highs On Friday
↗
May 21, 2021
Friday's morning session saw 160 companies set new 52-week highs. Areas of Significance: The largest company by market cap to set a new 52-week high was AbbVie...
Via
Benzinga
15 Dividend Aristocrats For Long-Term Dividend Growth
↗
May 20, 2021
The best dividend stocks to buy and hold over the long term have a number of key characteristics in common. They have leadership positions in their industry, which provides for steady profits each...
Via
Talk Markets
Topics
Economy
Climate Change, Diversity, and Systemic Inequality Topped the ESG Agenda in 2020
May 20, 2021
SOURCE: T. Rowe Price
Via
3BL Media
Topics
Bonds
Climate Change
Economy
UBS, Fidelity Weigh In As Bitcoin Volatility Hits Highest Levels In A Year
↗
May 17, 2021
What Happened: Bitcoin’s implied volatility spiked to a new high after the asset fell from $58,000 to $45,000 over the past ...
Via
Benzinga
Stocks That Hit 52-Week Highs On Monday
↗
May 17, 2021
Before 10 a.m. ET on Monday, 131 companies set new 52-week highs. Areas of Significance: The largest company by market cap to set a new 52-week high was JPMorgan...
Via
Benzinga
T. Rowe Price Named Among Barron's Top 100 Most Sustainable Companies of 2021
May 17, 2021
SOURCE: T. Rowe Price
Via
3BL Media
Here's 1 High-Yield Dividend Stock You Can Trust
↗
May 11, 2021
It is in its fourth decade of rising annual dividends.
Via
The Motley Fool
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