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home
about us
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Firm ADV PDFs
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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
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TAF sm Program
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Back Dated Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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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
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Northern Trust
(NQ:
NTRS
)
189.19
+2.00 (+1.07%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Sep 11, 2026
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Earnings Preview For Northern Trust
↗
July 19, 2022
Northern Trust (NASDAQ:NTRS) is set to give its latest quarterly earnings report on Wednesday, 2022-07-20. Here's what investors need to know before the announcement. Analysts estimate that Northern...
Via
Benzinga
Northern Trust Taps Into Data Science And Partnerships To Add Value To Investment Process
↗
July 18, 2022
Benzinga, a media and data provider bridging the gap between retail and institutional investors, is bringing back its annual Global Fintech Awards event to New York City on Dec. 8...
Via
Benzinga
Northern Trust Front Office Solutions Enhances Liquidity Management Solutions for Asset Owners
July 13, 2022
From
Northern Trust Corporation
Via
Business Wire
Northern Trust Appoints Willem Erwich Managing Director of Upper Florida Keys
July 07, 2022
From
Northern Trust Corporation
Via
Business Wire
Analyst Ratings for Northern Trust
↗
June 24, 2022
Analysts have provided the following ratings for Northern Trust (NASDAQ:NTRS) within the last quarter:
Via
Benzinga
Analyst Ratings for Northern Trust
↗
May 19, 2022
Analysts have provided the following ratings for Northern Trust (NASDAQ:NTRS) within the last quarter:
Via
Benzinga
Northern Trust Appoints Ann Marie Wilczynski Senior Managing Director and President of Minnesota
July 07, 2022
From
Northern Trust
Via
Business Wire
The “Sleeper” Stock Quietly Beating Robinhood
↗
July 01, 2022
Learn why SCHW is the best stock for those looking to invest in financial companies. It’s quietly become one of America’s best-run banks.
Via
InvestorPlace
Northern Trust Appoints Jennifer Grosvenor Managing Director in Houston Office
June 30, 2022
From
Northern Trust Corporation
Via
Business Wire
9 Stocks to Survive a “Dead Cat Bounce”
↗
June 29, 2022
Investors usually aren't big fans of financial stocks, but if you know how to pick the right ones, it's possible to find safe opportunities.
Via
InvestorPlace
North Dakota Growth Fund Partners with gener8tor to Expand Capital Access For Entrepreneurs in North Dakota
June 29, 2022
From
50 South Capital Advisors, LLC
Via
Business Wire
Northern Trust Corporation to Webcast Second Quarter 2022 Earnings Conference Call
June 28, 2022
From
Northern Trust Corporation
Via
Business Wire
Northern Trust Corporation Announces 2022 Stress Capital Buffer and Intent to Increase Quarterly Common Stock Dividend by 7 Percent
June 27, 2022
From
Northern Trust Corporation
Via
Business Wire
Piper Sandler Maintains Overweight Rating for Northern Trust: Here's What You Need To Know
↗
June 24, 2022
Piper Sandler has decided to maintain its Overweight rating of Northern Trust (NASDAQ:NTRS) and lower its price target from $141.00 to $121.00. Shares of Northern Trust are trading up 3.5% over the...
Via
Benzinga
Northern Trust Creates Digital Assets and Financial Markets Group
June 23, 2022
From
Northern Trust Corporation
Via
Business Wire
Northern Trust Expands With New Jacksonville Office
June 21, 2022
From
Northern Trust Corporation
Via
Business Wire
Northern Trust Front Office Solutions Enhances Transparency into Investment Analysis Process
June 21, 2022
From
Northern Trust Corporation
Via
Business Wire
Northern Trust Raises Prime Rate
June 16, 2022
From
Northern Trust Corporation
Via
Business Wire
Northern Trust Announces Leadership Changes
June 15, 2022
From
Northern Trust Corporation
Via
Business Wire
Northern Trust Selected by Wilmington Trust to Support Market-Leading Collective Investment Trust (CIT) Platform
June 14, 2022
From
Northern Trust Corporation
Via
Business Wire
Northern Trust Chief Financial Officer, Jason Tyler, to Participate in the Morgan Stanley US Financials, Payments & CRE Conference on June 14th
June 07, 2022
From
Northern Trust Corporation
Via
Business Wire
Northern Trust Appoints Alison Mast Senior Managing Director and President of Western Michigan
June 03, 2022
From
Northern Trust Corporation
Via
Business Wire
Northern Trust Announces Leadership Changes to Front Office Solutions and Global Foreign Exchange Businesses
June 01, 2022
From
Northern Trust Corporation
Via
Business Wire
Northern Trust Enhances Commission Management for Outsourced Trading Clients
May 31, 2022
From
Northern Trust Corporation
Via
Business Wire
Northern Trust Donates $20,000 to Opportunity Village
May 25, 2022
From
Northern Trust Corporation
Via
Business Wire
Northern Trust Asset Management Seeks Minority-Owned Broker-Dealers as Part of Long-Standing Diversity Commitment
May 25, 2022
From
Northern Trust Corporation
Via
Business Wire
Northern Trust Appoints Patrick Dominick Senior Managing Director in Barrington Office
May 24, 2022
From
Northern Trust Corporation
Via
Business Wire
Northern Trust Announces Investor Relations Transition
May 24, 2022
From
Northern Trust Corporation
Via
Business Wire
Northern Trust Appoints Stacey Hallberg as Senior Managing Director of Delray Beach and Boca Raton Offices
May 18, 2022
From
Northern Trust Corporation
Via
Business Wire
Top News In Fintech And Beyond For May 13, 2022
↗
May 12, 2022
👉 Top Things To Know In TradeFi: Robinhood up on SBF’s investment (NASDAQ: HOOD) CME attacks FTX’s CFTC proposal (NASDAQ: CME)...
Via
Benzinga
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