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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
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
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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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State Street Corp
(NY:
STT
)
127.39
+1.67 (+1.33%)
Streaming Delayed Price
Updated: 10:25 AM EDT, Apr 1, 2026
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All News about State Street Corp
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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
This Screaming Buy Is A Much Better Trade On Monday
↗
April 17, 2023
If you know me, you know that I'm a big fan of Cincinnati banks. I own TFS Corporation. But there's a much more important Cincinnati bank that I need to be trading right now. That's Fifth Third Bank.
Via
Talk Markets
Crude Oil Down 2%; State Street Shares Tumble After Downbeat Results
↗
April 17, 2023
U.S. stocks traded slightly lower toward the end of trading. The Dow traded down 0.07% to 33,862.05 while the NASDAQ fell 0.24% to 12,093.82. The S&P 500, also fell, dropping, 0.17% to 4,130.78.
Via
Benzinga
INVESTIGATION ALERT: The Schall Law Firm Announces it is Investigating Claims Against State Street Corporation and Encourages Investors with Losses to Contact the Firm
April 17, 2023
From
The Schall Law Firm
Via
Business Wire
SPDR Parent State Street Stock's Recrod Plunge, AUM Fell 10% in Q1
↗
April 17, 2023
Via
Benzinga
Earnings Outlook For State Street
↗
April 14, 2023
Via
Benzinga
State Street Earnings Conference Call Is Coming Up, Here's What You Need To Know
↗
April 12, 2023
Via
Benzinga
Why State Street Stock Is Sliding After Announcing Earnings
April 17, 2023
State Street has fallen over 10% due to quarterly earnings showing a decline in revenue, lower AUM; however, and plans to deploy $4.5 billion in share buybacks.
Via
MarketBeat
Topics
Economy
Why Satsuma Pharmaceuticals Shares Are Trading Higher By 94%? Here Are Other Stocks Moving In Monday's Mid-Day Session
↗
April 17, 2023
Gainers ContraFect Corporation (NASDAQ: CFRX) shares surged 213% to $2.82.
Via
Benzinga
Expert Ratings for State Street
↗
March 24, 2023
Via
Benzinga
Moderna, Roblox, State Street And Other Big Stocks Moving Lower On Monday
↗
April 17, 2023
U.S. stocks traded mixed, with the Dow Jones dropping over 25 points on Monday. Here are some big stocks recording losses in today’s session.
Via
Benzinga
Why Shares of State Street Are Plunging Today
↗
April 17, 2023
The large custodian bank reported earnings results for the first quarter of the year.
Via
The Motley Fool
Bank Stocks Are Still Under Pressure -- Here's the Latest
↗
April 17, 2023
A pair of new earnings releases sheds more light on what's happening across the industry.
Via
The Motley Fool
Hedge Funds Bet Big On USD
↗
April 17, 2023
BlackRock, the largest asset manager in the world with $9 trillion in assets, says interest rates will rise another 75bps. But Janet Yellen says they aren’t going higher.
Via
Benzinga
Charles Schwab Stock Rises After Earnings Beat, Pauses Buybacks; M&T Rallies, State Street Dives
↗
April 17, 2023
Charles Schwab stock rose early Monday after it beat Q1 earnings estimates. M&T Bank, State Street report results following March bank panic.
Via
Investor's Business Daily
State Street Reports First-Quarter 2023 Financial Results
April 17, 2023
From
State Street Corporation
Via
Business Wire
Earnings Scheduled For April 17, 2023
↗
April 17, 2023
Companies Reporting Before The Bell • Charles Schwab (NYSE:SCHW) is expected to report quarterly earnings at $0.90 per share on revenue of $5.15 billion.
Via
Benzinga
Nasdaq, S&P 500 Futures Muted; Analyst Says Don't Expect Good News This Earnings Season
↗
April 17, 2023
Early indications suggest that stocks could start the week on a tentative note, which was characteristic of trading during most of last week. Traders may show restraint as they look ahead to...
Via
Benzinga
Charles Schwab, M&T Bank And 3 Stocks To Watch Heading Into Monday
↗
April 17, 2023
With US futures trading higher this morning on Monday, some of the stocks that may grab investor focus today are as follows:
Via
Benzinga
5 Investors Betting Big on Fastenal (FAST) Stock
↗
April 13, 2023
FAST stock opened in the red today after Fastenal reported first-quarter revenue of $1.859 billion and diluted EPS of 52 cents.
Via
InvestorPlace
5 Investors Betting Big on Constellation Brands (STZ) Stock
↗
April 06, 2023
Today, investors in beer and spirits company Constellation Brands and STZ stock have a lot to chew on, as the company released earnings.
Via
InvestorPlace
5 Investors Betting Big on Costco (COST) Stock
↗
April 06, 2023
Costco has been struggling for months, but institutional investment in the company remains high. Here are the top firms betting on COST stock.
Via
InvestorPlace
5 Investors Betting Big on UnitedHealth (UNH) Stock
↗
April 05, 2023
Shares of UNH stock are moving higher following a price target hike to $630 by Raymond James and a finalization of MA rates.
Via
InvestorPlace
7 Must-Buy Income Stocks After the Fed Raised Interest Rates Again
↗
March 30, 2023
Companies that pay dividends are the income stocks to buy as interest rates pressure investors to demand quality
Via
InvestorPlace
5 Investors Betting Big on First Citizens (FCNCA) Stock
↗
March 27, 2023
FCNCA stock is trending and soaring more than 40%. First Citizens obtained a large portion of the assets of SVB Financial.
Via
InvestorPlace
4 Bank Stocks STILL Paying Secure Dividends
↗
March 24, 2023
There are bank stocks offering extreme safety and fat dividend yields in the wake of the SVB financial crisis.
Via
InvestorPlace
5 Investors Betting Big on GameStop (GME) Stock
↗
March 22, 2023
Institutional investment in GameStop remains high as the company reports impressive earnings. Here are the top shareholders in GME stock.
Via
InvestorPlace
State Street Further Expands Outsourced Trading Capabilities
March 22, 2023
From
State Street Corporation
Via
Business Wire
Ackman Says Bank of America Will Buy Signature Bank Monday, Predicts Crisis Of Confidence
↗
March 17, 2023
Billionaire investor Bill Ackman said Friday that Bank of America (NYSE: BAC) will buy Signature Bank (NASDAQ: SBNY) on Monday, as bigger systemic banks continue in their efforts to rescue
Via
Benzinga
5 Investors Betting Big on Enphase (ENPH) Stock
↗
March 17, 2023
Despite bullish calls from analysts, shares of ENPH stock are on the decline in a big way today. Here are five top investors in the company.
Via
InvestorPlace
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