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Advantages of Same Day Allocation
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TSL's Turnkey Operation Platform
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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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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StepStone Group Inc
(NQ:
STEP
)
70.60
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 6, 2026
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All News about StepStone Group Inc
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Blackstone Q2 Profit Surged 909%, Stock Closing On Benchmark
↗
July 15, 2024
Blackstone's stock traded at 71.72 at the end of December 2022. Since then, it's risen about 54% and traded around 132 Monday afternoon.
Via
Investor's Business Daily
Peeling Back The Layers: Exploring StepStone Group Through Analyst Insights
↗
June 24, 2024
Via
Benzinga
ICC Holdings, Diamond Offshore Drilling, CrowdStrike And Other Big Stocks Moving Higher On Monday
↗
June 10, 2024
Via
Benzinga
CrowdStrike, KKR, GoDaddy To Join S&P 500 In Quarterly Rebalance; Stocks Jump
↗
June 07, 2024
KKR and GoDaddy also will join before the open on June 24.
Via
Investor's Business Daily
Topics
Stocks
Earnings Scheduled For February 8, 2024
↗
February 08, 2024
Companies Reporting Before The Bell • Ares Management (NYSE:ARES) is expected to report quarterly earnings at $1.09 per share on revenue of $864.54 million.
Via
Benzinga
Earnings Scheduled For November 6, 2023
↗
November 06, 2023
Companies Reporting Before The Bell • Kosmos Energy (NYSE:KOS) is expected to report quarterly earnings at $0.16 per share on revenue of $366.82 million.
Via
Benzinga
StepStone Group's Earnings: A Preview
↗
November 03, 2023
Via
Benzinga
Nasdaq 100 Eyes Record High Close, Fifth Positive Week As Traders Flock To AI-Linked Stocks: What's Driving Markets Friday?
↗
May 24, 2024
Technology stocks surged on Friday, rebounding sharply after Thursday’s decline, as investor confidence in the artificial intelligence-driven rally remained high.
Via
Benzinga
STEP Stock Earnings: StepStone Group Beats EPS, Beats Revenue for Q4 2024
↗
May 23, 2024
STEP stock results show that StepStone Group beat analyst estimates for earnings per share and beat on revenue for the fourth quarter of 2024.
Via
InvestorPlace
Nvidia's 10% Leap Propels Tech Indexes To Record Highs; Blue Chips, Small Caps Slip: What's Driving Markets Thursday?
↗
May 23, 2024
Strong earnings and revenue guidance from Nvidia sparked a tech stock surge, with Nasdaq 100 and S&P 500 hitting record highs.
Via
Benzinga
Topics
Stocks
The Latest Analyst Ratings for StepStone Group
↗
October 18, 2023
Via
Benzinga
StepStone Group Inc. (NASDAQ: STEP) Climbs to New 52-Week High
September 19, 2023
Via
Investor Brand Network
Why Fastenal Shares Are Trading Lower By Around 7%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
↗
April 11, 2024
Shares of Fastenal Company (NASDAQ: FAST) fell sharply during Thursday’s session following worse-than-expected first-quarter financial results.
Via
Benzinga
Enliven Therapeutics, Alpine Immune Sciences, Janux Therapeutics And Other Big Stocks Moving Higher On Thursday
↗
April 11, 2024
U.S. stocks were mixed, with the Dow Jones index falling over 50 points on Thursday. Shares of Enliven Therapeutics, Inc. (NASDAQ: ELVN) rose sharply during Thursday’s session.
Via
Benzinga
Topics
Stocks
UMB Fund Services Assists StepStone Private Wealth with Flagship Fund Transition to Daily Admittance, Launch of New Infrastructure Fund
November 30, 2023
From
UMB Fund Services, Inc.
Via
Business Wire
What 5 Analyst Ratings Have To Say About StepStone Group
↗
September 11, 2023
Via
Benzinga
Analyst Expectations for StepStone Group's Future
↗
August 08, 2023
Via
Benzinga
Earnings Scheduled For November 1, 2023
↗
November 01, 2023
Companies Reporting Before The Bell • GSK (NYSE:GSK) is expected to report quarterly earnings at $1.07 per share on revenue of $9.37 billion.
Via
Benzinga
Earnings Scheduled For August 3, 2023
↗
August 03, 2023
Companies Reporting Before The Bell • Cedar Fair (NYSE:FUN) is likely to report quarterly earnings at $1.10 per share on revenue of $512.74 million.
Via
Benzinga
StepStone Group's Earnings: A Preview
↗
August 02, 2023
Via
Benzinga
$2M Bet On Align Technology? Check Out These 3 Stocks Insiders Are Buying
↗
June 01, 2023
Although US stocks closed lower on Wednesday, there were a few notable insider trades.
Via
Benzinga
3 Late-Season Earnings Plays for Mid-Cap Traders
May 31, 2023
The unusually even number of positive and negative surprises this earnings season have afforded mid-cap traders ample opportunities to make money on both sides.
Via
MarketBeat
Topics
Earnings
Stocks That Hit 52-Week Lows On Thursday
↗
May 25, 2023
On Thursday, 221 companies hit new 52-week lows.
Via
Benzinga
Recap: StepStone Group Q4 Earnings
↗
May 24, 2023
Via
Benzinga
Preview: StepStone Group's Earnings
↗
May 23, 2023
Via
Benzinga
Analyst Expectations for StepStone Group's Future
↗
April 19, 2023
Via
Benzinga
StepStone Group Earnings Perspective: Return On Invested Capital
↗
March 07, 2023
Via
Benzinga
Earnings Scheduled For May 24, 2023
↗
May 24, 2023
Companies Reporting Before The Bell • Bank of Nova Scotia (NYSE:BNS) is estimated to report quarterly earnings at $1.78 per share on revenue of $8.09 billion.
Via
Benzinga
Are Private Equity Valuations Too High?
↗
May 14, 2023
Some investors are concerned that private equity valuations are too high. The Dow fell 8.8% in 2022, while the S&P 500 and the MSCI World each fell around 18%.
Via
Talk Markets
Stocks That Hit 52-Week Lows On Thursday
↗
May 04, 2023
On Thursday, 498 companies reached new 52-week lows.
Via
Benzinga
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