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Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
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
EVENTS
FIP
Event Schedule
TAM
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
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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State Street Corp
(NY:
STT
)
126.56
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EDT, Mar 31, 2026
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5 Investors Betting Big on Nvidia (NVDA) Stock in Q2
↗
August 15, 2023
Nvidia is still riding the wave created by AI mania. Here are the top institutional investors who are doubling down on NVDA stock.
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Topics
Artificial Intelligence
5 Investors Betting Big on AMC Entertainment (AMC) Stock in Q2
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August 15, 2023
AMC has dipped lower following news of the APE to AMC conversion. Let's take a look at the investors betting on the movie theater chain.
Via
InvestorPlace
5 Investors Betting Big on Mullen (MULN) Stock in Q2
↗
August 15, 2023
Vanguard has emerged as the largest shareholder of MULN stock as of the second quarter, followed by Two Sigma and BlackRock.
Via
InvestorPlace
Rising Risk: US Banks Face Deposit Flight Threat With Shrinking Profits
↗
August 13, 2023
Moody's, the credit ratings agency, recently issued a new cautionary message concerning the U.S. banking system.
Via
Benzinga
Moody's Raises Profit Questions On U.S. Regional Banks
↗
August 08, 2023
Bank stocks fell after Moody's downgraded credit ratings for several regional lenders.
Via
Investor's Business Daily
Why These 2 Bank Stocks Missed Friday's Rally
↗
July 14, 2023
Many big money-center banks saw big gains, but not these two players.
Via
The Motley Fool
State Street Q2: Topline Miss, 18% Net Interest Income Growth, EPS Beat & More
↗
July 14, 2023
State Street Corporation (NYSE: STT) reported
Via
Benzinga
US Banking Sector Shaken: Moody's Drops Credit Ratings Of 10 Banks, Sounds Alarm For More Downgrades
↗
August 08, 2023
Moody’s, the well-known credit rating organization, downgraded the ratings of 10 U.S. small and mid-sized banks by one notch late Monday, sending shockwaves across a sector still reeling from the...
Via
Benzinga
State Street Partners With Diverse Firms to Underwrite $1.5 Billion of Senior Unsecured Debt
August 03, 2023
From
State Street Corporation
Via
Business Wire
State Street Consolidates Operating Model in India
August 01, 2023
From
State Street Corporation
Via
Business Wire
State Street Global Advisors Enhances its SPDR® Portfolio ETF™ Suite
August 01, 2023
From
State Street Corporation
Via
Business Wire
State Street to Service abrdn’s First Actively Managed ETF In Europe
July 26, 2023
From
State Street Corporation
Via
Business Wire
3 Millionaire-Maker Battery Stocks to Buy Before the Window Closes
↗
July 25, 2023
Companies that greatly improve their EV batteries will deliver impressive financial results, making them excellent battery stocks to buy.
Via
InvestorPlace
State Street Corporation Declares Third-Quarter Dividend on its Common Stock, a 10% per Share Increase Over Prior Quarter
July 20, 2023
From
State Street Corporation
Via
Business Wire
State Street Corporation Declares Dividends on Its Non-Cumulative Perpetual Preferred Stock Series “D”, “F” and “G”
July 20, 2023
From
State Street Corporation
Via
Business Wire
Rathbone Funds Now Live on Charles River IMS® and State Street Alpha® Data Platform
July 20, 2023
From
Charles River Development
Via
Business Wire
S&P 500’s Best And Worst Performers During A Monster Week
↗
July 17, 2023
After weaker-than-expected inflation data inflated the prices of just about every financial asset, there were some very big winners by the end of last week.
Via
Talk Markets
Benzinga's Top Ratings Upgrades, Downgrades For July 17, 2023
↗
July 17, 2023
Via
Benzinga
Bank of America, Morgan Stanley, Charles Schwab Report Tuesday: Earnings Season Heats Up
↗
July 17, 2023
Via
Benzinga
Baidu To Rally Around 32%? Here Are 10 Other Analyst Forecasts For Monday
↗
July 17, 2023
Keybanc boosted the price target for Camping World Holdings, Inc. (NYSE: CWH) from $28 to $36. Keybanc analyst Noah Zatzkin maintained an Overweight rating. Camping World shares rose 1.4% to $32.04 in...
Via
Benzinga
State Street Analysts Slash Their Forecasts After Q2 Results
↗
July 17, 2023
State Street Corporation (NYSE: STT) reported better-than-expected second-quarter earnings.
Via
Benzinga
Why State Street Stock Plummeted Today
↗
July 14, 2023
A second quarter that featured several discouraging figures resulted in a sell-off.
Via
The Motley Fool
Perfect Week Of Gains Within Reach On Wall Street
↗
July 14, 2023
Bank and blue-chip earnings are behind this positive price action, as cooler-than-expected inflation data continues to drive investor optimism as well.
Via
Talk Markets
Financial Sector ETF Recoups All Of Its Post-Silicon Valley Bank Crash Losses As Major US Banks Report Booming Earnings
↗
July 14, 2023
Via
Benzinga
TGIF – Bank Earnings Boost Markets
↗
July 14, 2023
BLK, C, JPM, STT , and WFC all beat estimates this morning with JPM (got ’em) pulling in $14.5Bn in profits for the quarter, boosted by a net $1.5Bn windfall from their takeover of First...
Via
Talk Markets
Why State Street Shares Are Trading Lower By Over 10%? Here Are Other Stocks Moving In Friday's Mid-Day Session
↗
July 14, 2023
Gainers PainReform Ltd. (NASDAQ: PRFX) shares climbed 103% to $11.67. PainReform recently announced pricing of a $2.7 million concurrent registered direct offering and private placement.
Via
Benzinga
Earnings Scheduled For July 14, 2023
↗
July 14, 2023
Companies Reporting Before The Bell • Telefonaktiebolaget L M (NASDAQ:ERIC) is expected to report quarterly earnings at $0.04 per share on revenue of $6.13 billion.
Via
Benzinga
State Street Reports Second-Quarter 2023 Financial Results
July 14, 2023
From
State Street Corporation
Via
Business Wire
US Stock Futures On Edge After 4-Day Winning Streak As Big Bank Earnings In Focus: Analyst Sees Fed Nearing 'End Game'
↗
July 14, 2023
Via
Benzinga
3 Financial ETFs To Watch As US Bank Earnings Season Kicks Off Friday
↗
July 13, 2023
Via
Benzinga
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