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home
about us
Investment Approach
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Team Biographies
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)
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
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Back Dated Performance Reports
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FIP
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
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Franklin Resources
(NY:
BEN
)
23.46
-0.41 (-1.72%)
Official Closing Price
Updated: 7:00 PM EDT, Mar 20, 2026
Add to My Watchlist
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Fed's Call For Increased Capital Drives Bank Stocks Higher, Paving The Way For A Stronger Financial System
↗
July 10, 2023
Via
Benzinga
Franklin Resources, Inc. to Announce Third Quarter Results on July 28, 2023
July 06, 2023
From
Franklin Resources, Inc.
Via
Business Wire
The 3 Most Undervalued Dividend Aristocrats to Buy Now: July 2023
↗
July 03, 2023
InvestorPlace - Stock Market News, Stock Advice & Trading Tips
Via
InvestorPlace
Better Buy: T. Rowe Price or Franklin Resources?
↗
June 27, 2023
These two asset managers are out of favor today, but one has something unique to offer that investors shouldn't ignore.
Via
The Motley Fool
Fiduciary Trust International Names Kimberly Rescorla as Director of Trust Administration
June 14, 2023
From
Fiduciary Trust International
Via
Business Wire
Ominous Death Cross Forms On Franklin Resources's Chart
↗
May 12, 2023
Via
Benzinga
Preview: Franklin Resources's Earnings
↗
April 28, 2023
Via
Benzinga
Expert Ratings for Franklin Resources
↗
April 13, 2023
Via
Benzinga
Franklin Resources, Inc. Announces Month-End Assets Under Management
June 12, 2023
From
Franklin Resources, Inc.
Via
Business Wire
Franklin Resources, Inc. Announces Quarterly Dividend
June 08, 2023
From
Franklin Resources, Inc.
Via
Business Wire
Healing CREI Announces New Board Members, Participation in MAPS Psychedelic Science Conference
June 07, 2023
Jupiter, Florida--(Newsfile Corp. - June 7, 2023) - Healing Commercial Real Estate Inc. ("Healing CREI" or the "Company"), a global...
Via
Newsfile
Topics
Cannabis
Intellectual Property
3 Stocks to Sell as Strategists Get Jittery
↗
June 01, 2023
Although an unpopular topic, investors need to be cognizant of the top stocks to sell now, especially if analysts hate them.
Via
InvestorPlace
Franklin Templeton Establishes a Strategic Partnership with Power Corporation of Canada and Great-West Lifeco
May 31, 2023
From
Franklin Resources, Inc.
Via
Business Wire
3 Stocks to Sell as Debt Ceiling Looms Over Government Spending
↗
May 24, 2023
In a challenging market environment, weak positions can become even more vulnerable. Make informed decisions and optimize your portfolio.
Via
InvestorPlace
Anne Fitzpatrick Donahue Joins Fiduciary Trust International as Head of New York Office; Paulina Mejia Begins New Role Serving Firm’s Largest Clients
May 23, 2023
From
Fiduciary Trust International
Via
Business Wire
Ronan Murphy Joins Franklin Templeton as Consultant Advisor, US Institutional
May 16, 2023
From
Franklin Templeton
Via
Business Wire
This Undervalued Stock Is the Cheapest It's Been in Years
↗
May 11, 2023
Trading near its lowest point in 10 years, Franklin Resources has a big yield and a history of annual dividend hikes.
Via
The Motley Fool
Franklin Resources, Inc. Announces Month-End Assets Under Management
May 09, 2023
From
Franklin Resources, Inc.
Via
Business Wire
Franklin Templeton Announces Ticker Change for Franklin Responsibly Sourced Gold ETF
May 05, 2023
From
Franklin Templeton
Via
Business Wire
3 Sorry Blue-Chip Stocks to Sell in May Before It’s Too Late
↗
May 03, 2023
These blue-chip stocks to sell are up against some difficult headwinds in an already challenging environment.
Via
InvestorPlace
Franklin Templeton Expands U.S. Wealth Management Alternatives Distribution Team with Addition of Candice Kemeny and Jared Abert
May 03, 2023
From
Franklin Templeton
Via
Business Wire
1 Reason Polygon Is a Screaming Buy Today
↗
May 03, 2023
The blockchain continues to show why it's a top choice for companies and should be for investors, too.
Via
The Motley Fool
Franklin Templeton Acquires Managed Options Capabilities for Advisors Serving Wealth Management and Institutional Clients
May 02, 2023
From
Franklin Resources, Inc.
Via
Business Wire
Franklin Resources, Inc. Announces Second Quarter Results
May 01, 2023
From
Franklin Resources, Inc.
Via
Business Wire
Franklin Templeton Money Market Fund Launches on Polygon Blockchain
April 26, 2023
From
Franklin Templeton
Via
Business Wire
Franklin Templeton Announces the Franklin OnChain U.S. Government Money Fund Surpasses $270 Million in Assets Under Management
April 24, 2023
From
Franklin Templeton
Via
Business Wire
Earnings Scheduled For May 1, 2023
↗
May 01, 2023
Companies Reporting Before The Bell • TG Therapeutics (NASDAQ:TGTX) is estimated to report quarterly loss at $0.37 per share on revenue of $3.38 million.
Via
Benzinga
Franklin Resources, Inc. to Announce Second Quarter Results on May 1, 2023
April 12, 2023
From
Franklin Resources, Inc.
Via
Business Wire
Franklin Resources, Inc. Announces Month-End Assets Under Management
April 12, 2023
From
Franklin Resources, Inc.
Via
Business Wire
7 Stocks to Sell as Storm Clouds Appear on the Horizon
↗
April 11, 2023
Although it’s an unsavory topic, investors seeking long-term success must eventually come to grips with stocks to sell.
Via
InvestorPlace
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