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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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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Client Contact with Portfolio Manager(s)
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
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
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State Street Corp
(NY:
STT
)
126.56
+3.14 (+2.54%)
Official Closing Price
Updated: 7:00 PM EDT, Mar 31, 2026
Add to My Watchlist
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All News about State Street Corp
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5 Investors Betting Big on Meta Materials (MMAT) Stock
↗
May 19, 2023
Who's betting on MMAT stock? Meta Materials' largest shareholders include Vanguard, BlackRock and State Street.
Via
InvestorPlace
State Street Partners with Diverse Firms to Underwrite $2 Billion of Senior Unsecured Debt
May 18, 2023
From
State Street Corporation
Via
Business Wire
5 Investors Betting Big on Lucid Motors (LCID) Stock
↗
May 18, 2023
Last quarter, institutional investors like Vanguard, BlackRock and State Street all reported increasing their LCID stock stake.
Via
InvestorPlace
5 Investors Betting Big on Nio (NIO) Stock
↗
May 18, 2023
Which hedge funds are invested in NIO stock? Let's take a look at institutional ownership for the Chinese EV company as of the first quarter.
Via
InvestorPlace
7 Bank Stocks That Desperately Need Warren Buffett’s Help
↗
May 18, 2023
The Oracle of Omaha could ultimately lend a hand to challenged financial institutions, including possibly to these seven bank stocks.
Via
InvestorPlace
Analyst Ratings for State Street
↗
May 12, 2023
Via
Benzinga
A Bearish Sign Appears On State Street's Chart
↗
May 10, 2023
Via
Benzinga
State Street Unusual Options Activity
↗
April 20, 2023
Via
Benzinga
State Street Corporation Declares Dividends on Its Non-Cumulative Perpetual Preferred Stock Series “D”, “F”, “G” and “H”
May 17, 2023
From
State Street Corporation
Via
Business Wire
State Street Corporation Declares Second-Quarter Dividend on its Common Stock
May 17, 2023
From
State Street Corporation
Via
Business Wire
State Street Announces Global Custody Mandate with Bladex
May 10, 2023
From
State Street Corporation
Via
Business Wire
5 Investors Betting Big on Palantir (PLTR) Stock
↗
May 09, 2023
Palantir Technologies recently reported impressive Q1 earnings. Here are the top investors still betting big on PLTR stock.
Via
InvestorPlace
Can Billionaire Nelson Peltz Save Estee Lauder (EL) Stock?
↗
May 08, 2023
Peltz may be fronting for institutions who want Estee Lauder's long-time CEO out, and the company sold to LVMH
Via
InvestorPlace
Analyst Expectations for State Street's Future
↗
April 19, 2023
Via
Benzinga
Expert Ratings for State Street
↗
April 19, 2023
Via
Benzinga
State Street Gets Price Target Cuts By Analysts After Weaker-Than-Expected Q1 Results
↗
April 18, 2023
State Street Corporation (NYSE: STT) reported worse-than-expected Q1 results.
Via
Benzinga
State Street Launches Global Carbon Asset Servicing Solution
May 08, 2023
From
State Street Corporation
Via
Business Wire
Don’t Know What Stocks to Buy in the Oil Market? Try the XLE ETF
May 08, 2023
If you've been keeping track of oil prices, especially since OPEC cut production by an additional 1.16 million barrels daily, you might be searching for ways
Via
MarketBeat
Topics
ETFs
5 Investors Betting Big on Ideanomics (IDEX) Stock
↗
May 02, 2023
Today, speculators in Ideanomics have taken IDEX stock on another wild ride, with the share price surging more than 20%.
Via
InvestorPlace
State Street Announces First-of-Their-Kind Indicators Measuring Institutional Investor Flow, Holdings and Carbon Exposure Derived from Its Leading Position as Servicer to Trillions in Assets
May 02, 2023
From
State Street Corporation
Via
Business Wire
State Street to Participate in Autonomous Bernstein’s 39th Annual Strategic Decisions Conference
April 27, 2023
From
State Street Corporation
Via
Business Wire
5 Investors Betting Big on FOX Stock Amidst Tucker Carlson Firing
↗
April 27, 2023
Fox News has been struggling since it fired Tucker Carlson. Here are the investors still betting on FOX stock as it struggles.
Via
InvestorPlace
Stock Market Rally Drifts Lower; Tesla Dives On Margins; ISRG, DHI, LVS Are Winners: Weekly Review
↗
April 21, 2023
The major indexes saw modest declines, holding in a range.
Via
Investor's Business Daily
My GameStop (GME) Stock Price Prediction for 2025
↗
April 19, 2023
GameStop is getting back to its core business and implementing cost-cutting measures, so prepare for a new bull market in GME stock.
Via
InvestorPlace
Why 3 State Street Analysts Believe Q1 Print Is Not As Bad As It Looks — At First Glance
↗
April 18, 2023
Shares of State Street Corp (NYSE: STT) crashed on Monday after the company reported lower-than-expected revenues and earnings for its first quarter.
Via
Benzinga
5 Investors Betting Big on Bank of America (BAC) Stock
↗
April 18, 2023
BAC stock is in full focus following the bank's first quarters earnings. Bank of America beat on both revenue and EPS.
Via
InvestorPlace
INVESTIGATION REMINDER: The Schall Law Firm Announces it is Investigating Claims Against State Street Corporation and Encourages Investors with Losses to Contact the Firm
April 18, 2023
From
The Schall Law Firm
Via
Business Wire
S&P 500 Settles Higher Ahead Of Big Bank Earnings, Market Volatility Decreases
↗
April 18, 2023
The S&P 500 closed higher on Monday ahead of a heavy week of earnings results from major companies.
Via
Benzinga
Investor Optimism Improves Ahead Of Major Earnings Reports
↗
April 18, 2023
The CNN Money Fear and Greed index showed some improvement in overall sentiment among U.S. investors on Monday. U.S stocks closed higher on Monday as investors assessed the recent batch of earnings...
Via
Benzinga
S&P 500: Top 5 Performers Today Include Enphase Energy, First Solar
↗
April 17, 2023
M&T Bank was the S&P 500's top performer. State Street was the biggest loser.
Via
Investor's Business Daily
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