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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
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United Rentals
(NY:
URI
)
1,092.40
+8.35 (+0.77%)
Streaming Delayed Price
Updated: 2:15 PM EDT, Jun 9, 2026
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10 Industrials Stocks Whale Activity In Today's Session
↗
November 12, 2024
Via
Benzinga
United Parcel Service: Buy, Sell, or Hold?
November 08, 2024
During the past six months, United Parcel Service has fallen to $133.45 per share. Shareholders have lost 9.7% of their capital, which is highly disappointing because the S&P 500 has climbed 15.5%....
Via
StockStory
Topics
Economy
Stocks
Jim Cramer Recommends Buying This Utilities Stock, Says No To XP
↗
November 07, 2024
"Mad Money" host Jim Cramer recommended buying Houston-based Talen Energy Corporation, saying "They're in good shape."
Via
Benzinga
Why Are United Rentals (URI) Shares Soaring Today
November 06, 2024
Shares of equipment rental company United Rentals (NYSE:URI) jumped 11.4% in the afternoon session after stocks rallied as Republican party candidate Donald Trump was declared the winner of the 2024 US...
Via
StockStory
Topics
Government
United Rentals Unusual Options Activity For November 04
↗
November 04, 2024
Via
Benzinga
$100 Invested In This Stock 5 Years Ago Would Be Worth $600 Today
↗
October 30, 2024
Via
Benzinga
The Analyst Landscape: 6 Takes On United Rentals
↗
October 25, 2024
Via
Benzinga
Stocks Going Ex Dividend In November 2024
↗
October 31, 2024
The following is a short list of some of the many stocks going ex-dividend during the next month.
Via
Talk Markets
10 Industrials Stocks With Whale Alerts In Today's Session
↗
October 29, 2024
Via
Benzinga
United Rentals (NYSE:URI) Reports Q3 In Line With Expectations
October 23, 2024
Equipment rental company United Rentals (NYSE:URI) met Wall Street’s revenue expectations in Q3 CY2024, with sales up 6% year on year to $3.99 billion. The company’s outlook for the full year was also...
Via
StockStory
12 Industrials Stocks Moving In Wednesday's After-Market Session
↗
October 23, 2024
Via
Benzinga
Earnings Preview: United Rentals
↗
October 22, 2024
Via
Benzinga
United Rentals's Options: A Look at What the Big Money is Thinking
↗
October 16, 2024
Via
Benzinga
Here's How Much You Would Have Made Owning United Rentals Stock In The Last 20 Years
↗
October 16, 2024
Via
Benzinga
Tech Stocks Rebound, Tesla Soars To Best Day Since March 2021, Gold Rises As Treasury Yields Ease: What's Driving Markets Thursday?
↗
October 24, 2024
Tech stocks outperformed on Thursday, driven by Tesla Inc. (NASDAQ:TSLA), which skyrocketed 18% in midday trading following stronger-than-expected quarterly financial results.
Via
Benzinga
United Rentals Declares Quarterly Cash Dividend
October 23, 2024
From
United Rentals, Inc.
Via
Business Wire
United Rentals Announces Record Third Quarter Results and Reaffirms Mid-Points of 2024 Guidance
October 23, 2024
From
United Rentals, Inc.
Via
Business Wire
Assessing United Rentals: Insights From 5 Financial Analysts
↗
October 09, 2024
Via
Benzinga
United Rentals Unusual Options Activity
↗
September 13, 2024
Via
Benzinga
Tech Stocks Rebound With Tesla Soaring To Best Day Since March 2021, Gold Rises As Treasury Yields Ease: What's Driving Markets Thursday?
↗
October 24, 2024
Tech stocks outperformed on Thursday, driven by Tesla Inc. (NASDAQ:TSLA), which skyrocketed 18% in midday trading following stronger-than-expected quarterly financial results.
Via
Benzinga
Nvidia, PayPal, United Rentals And An Energy Stock On CNBC's 'Final Trades'
↗
October 15, 2024
Via
Benzinga
United Rentals, Inc. Third Quarter 2024 Conference Call and Audio Webcast Thursday, October 24, 2024 at 8:30 a.m. (ET)
October 10, 2024
From
United Rentals, Inc.
Via
Business Wire
United Rentals's Options Frenzy: What You Need to Know
↗
September 05, 2024
Via
Benzinga
Here's How Much You Would Have Made Owning United Rentals Stock In The Last 10 Years
↗
September 05, 2024
Via
Benzinga
Wall Street Slumps For Third Straight Day As Investor Sentiment Fades, Dollar Strength Resumes, Boeing Disappoints: What's Driving Markets Wednesday?
↗
October 23, 2024
Wall Street is on track for its third consecutive day of losses as investors grow cautious about risky assets, awaiting more clarity on U.S. fiscal and monetary policies and scrutinizing the latest...
Via
Benzinga
United Rentals Introduces ProBox OnDemand to Automate Worksite Tool Management
October 01, 2024
From
United Rentals, Inc.
Via
Business Wire
(URI) - Analyzing United Rentals's Short Interest
↗
September 03, 2024
Via
Benzinga
Check Out What Whales Are Doing With URI
↗
August 26, 2024
Via
Benzinga
S&P 500 Briefly Hits Record High Just Ahead Of Fed Rate Cut, Extends 7-Day Winning Streak: Tuesday's Top 5 Gainers
↗
September 17, 2024
S&P 500 hits new record highs amidst expectations for Fed interest rate decision. Small-cap stocks outperform, while uncertainty remains.
Via
Benzinga
Topics
Economy
Stocks
United Rentals to Present at the Morgan Stanley 12th Annual Laguna Conference
September 03, 2024
From
United Rentals, Inc.
Via
Business Wire
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