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home
about us
Investment Approach
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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
Total Asset Fund (TAF)
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Market Value Securities (MVS)
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated 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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State Street Corp
(NY:
STT
)
126.56
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EDT, Mar 31, 2026
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All News about State Street Corp
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Earnings Outlook For State Street
↗
July 13, 2023
Via
Benzinga
Peering Into State Street's Recent Short Interest
↗
July 12, 2023
Via
Benzinga
5 Investors Betting Big on Domino’s Pizza (DPZ) Stock Now
↗
July 12, 2023
A key partnership announcement with Uber has sent shares of DPZ stock soaring as investors bet on better growth.
Via
InvestorPlace
State Street Continues Latin America Growth; Announces Global Custody Mandate with Confuturo
July 12, 2023
From
State Street Corporation
Via
Business Wire
US Banking Heavyweights Set To Release Q2 Results: What To Watch For
↗
July 11, 2023
Via
Benzinga
12 Analysts Have This to Say About State Street
↗
July 05, 2023
Via
Benzinga
The Latest Analyst Ratings for State Street
↗
June 13, 2023
Via
Benzinga
State Street to Provide Data-Driven Geopolitical Risk Insights to Clients
July 11, 2023
From
State Street Corporation
Via
Business Wire
Tuesday Talk: Stocks Break A Losing Streak But Rate Hikes Stalk The Markets
↗
July 11, 2023
Via
Talk Markets
S&P 500 Forecast: Bank Earnings Back In Focus As Index Readies For CPI
↗
July 10, 2023
The S&P 500 index will most likely remain subdued for several weeks as the market now largely expects the Fed to raise interest rates by 25 basis points at its FOMC meeting on July 26.
Via
Talk Markets
State Street Appoints Jessica Donohue to Head of Global Investment Insights, Sustainability and Impact
July 10, 2023
From
State Street Corporation
Via
Business Wire
State Street Enters Colombian Market to Support Continued Growth in Latin America
July 10, 2023
From
State Street Corporation
Via
Business Wire
State Street Raises Dividend By 10% Following Stress Test Results
↗
July 03, 2023
State Street Corporation (NYSE: STT) announced dividend raise following the release of the Federal Reserve's
Via
Benzinga
US Banks Gird For Dose Of Post-Stress-Test Trauma
↗
July 02, 2023
In the next few weeks, the Fed and other regulators are due to unveil reforms that align U.S. lenders with international standards set by the Basel Committee on Banking Supervision.
Via
Talk Markets
State Street Corporation Announces Preliminary Stress Capital Buffer Requirement and the Intention to Increase its Quarterly Common Stock Dividend by 10% to $0.69 per share
June 30, 2023
From
State Street Corporation
Via
Business Wire
5 Investors Betting Big on Carnival (CCL) Stock
↗
June 30, 2023
With an analyst upgrade at Jefferies, Carnival continues to enjoy fuel for its mercurial rally, sending CCL stock above a wall of worries.
Via
InvestorPlace
This S&P 500 Stock Is a Blue Chip Bargain
↗
June 29, 2023
With roots that date back to 1784, this stock is about as solid as it gets.
Via
The Motley Fool
5 Investors Betting Big on Lordstown Motors (RIDE) Stock
↗
June 27, 2023
Most investors are trimming their positions in Lordstown Motors as RIDE stock quickly declines. Here's who is still holding it.
Via
InvestorPlace
SPDR® Gold MiniShares® Trust Marks 5th Anniversary with Over $6 Billion in Assets
June 26, 2023
From
State Street Corporation
Via
Business Wire
State Street Expands State Street Alpha℠ with New Front-to-Back ETF Capabilities
June 13, 2023
From
State Street Corporation
Via
Business Wire
5 Investors Betting Big on FuelCell (FCEL) Stock
↗
June 08, 2023
FuelCell recorded a massive revenue beat during Q1, but EPS fell below expectations. The company's backlog fell by over 20% as well.
Via
InvestorPlace
The 3 Most Promising Hydrogen Stocks to Buy for June 2023
↗
June 08, 2023
With many companies and governments investing in and preparing to utilize hydrogen, investors should look for top hydrogen stocks to buy.
Via
InvestorPlace
State Street Corporation Announces Transition Information for Outstanding U.S. Dollar LIBOR-Linked Instruments
June 07, 2023
From
State Street Corporation
Via
Business Wire
5 Investors Betting Big on MicroVision (MVIS) Stock
↗
June 07, 2023
Investors appear to be betting on a potential short squeeze when it comes to MicroVision. MVIS stock is rocketing higher today.
Via
InvestorPlace
5 Investors Betting Big on GameStop (GME) Stock
↗
May 30, 2023
Who's betting big on GME stock? The video game retailer boasts top shareholders such as RC Ventures' Ryan Cohen and Vanguard.
Via
InvestorPlace
State Street to Participate in Morgan Stanley’s US Financials Conference
May 25, 2023
From
State Street Corporation
Via
Business Wire
5 Investors Betting Big on Ocugen (OCGN) Stock Right Now
↗
May 24, 2023
Ocugen has been falling after announcing a new share offering. But that's not the only reason hedge funds are moving away from OCGN stock.
Via
InvestorPlace
5 Investors Betting Big on Palantir (PLTR) Stock
↗
May 23, 2023
Shares of PLTR stock have soared higher following its first-quarter earnings. Peter Thiel, Vanguard, and BlackRock are betting big on it.
Via
InvestorPlace
State Street Global Advisors to Extend Proxy Voting Choice to ETFs and Mutual Funds
May 22, 2023
From
State Street Corporation
Via
Business Wire
5 Investors Betting Big on SOFI Stock
↗
May 19, 2023
CEO Anthony Noto has been a prominent SOFI stock bull, buying over 400,000 shares this year. Who else is betting big on SoFi?
Via
InvestorPlace
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