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home
about us
Investment Approach
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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
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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
MARKET RESEARCH
Featured Quarterly Newsletter
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State Street Corp
(NY:
STT
)
126.56
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Updated: 7:00 PM EDT, Mar 31, 2026
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Why Stocks Jumped on First Republic's Bailout -- But First Republic Stock Fell
↗
March 16, 2023
Markets soared Thursday, but the regional bank's shares gave back all their gains and then some in after-hours trading.
Via
The Motley Fool
Bank Stocks Alert: Major Banks Team Up for $30 Billion Deal to Help First Republic
↗
March 16, 2023
Wall Street is considering throwing First Republic a lifeline. Here's what this new deal would mean for the future of bank stocks.
Via
InvestorPlace
Jim Cramer Named Signature Bank Among His Top Banking Stocks: Did 'Reverse Midas Touch' Strike Again?
↗
March 13, 2023
Regional banks have been in the spotlight after the collapse of SVB Financial (NASDAQ: SIVB) last week. Many of the regional bank stocks began Monday trading down by double digits.
Via
Benzinga
5 Investors Betting Big on First Republic (FRC) Stock
↗
March 13, 2023
First Republic Bank is still struggling after the Silicon Valley Bank collapse. But here are the top investors still betting on FRC stock.
Via
InvestorPlace
What 9 Analyst Ratings Have To Say About State Street
↗
February 27, 2023
Via
Benzinga
What the SVB Financial Collapse Means for U.S. Banks
March 11, 2023
Bank stocks of all shapes and sizes are likely to remain volatile in the aftermath of the stunning Silicon Valley Bank collapse.
Via
MarketBeat
Topics
Economy
Initial Public Offering
5 Investors That Are Betting Big on Silicon Valley Bank (SIVB) Stock
↗
March 10, 2023
Some investors are standing by Silicon Valley Bank as it teeters on the brink of collapsing. Here are the top SIVB stock holders.
Via
InvestorPlace
5 Investors Betting Big on FuelCell Energy (FCEL) Stock in 2023
↗
March 09, 2023
Shares of FCEL stock are in the green after the company reported earnings, beating the analyst revenue estimate of $26.8 million by 38%.
Via
InvestorPlace
Silvergate (NYSE: SI) Announces Closing of Crypto-Friendly Silvergate Bank
March 08, 2023
Silvergate Capital (NYSE: SI) has announced that it will begin closing operations and liquidate Silvergate Bank, one of the two
Via
Spotlight Growth
Topics
Economy
State Street Corporation Announces Date for Release of First-Quarter 2023 Financial Results and Conference Call Webcast
March 03, 2023
From
State Street Corporation
Via
Business Wire
5 Investors Betting Big on Tesla (TSLA) Stock Right Now
↗
March 03, 2023
Tesla sold 74,402 China-made vehicles last month, up by 31.65% year over year. CEO Elon Musk is the largest shareholder of the company.
Via
InvestorPlace
5 Investors Betting Big on First Solar (FSLR) Stock in 2023
↗
March 01, 2023
First Solar is shining and drawing plenty of attention from hedge funds. Here are the top institutional investors holding FSLR stock.
Via
InvestorPlace
5 Investors Still Betting Big on Novavax (NVAX) Stock
↗
March 01, 2023
NVAX stock is plummeting lower today after the biotechnology company reported fourth-quarter earnings and a issued going concern warning.
Via
InvestorPlace
Benzinga's Top Ratings Upgrades, Downgrades For February 27, 2023
↗
February 27, 2023
Via
Benzinga
5 Investors Betting Big on Nvidia (NVDA) Stock Amid AI Race
↗
February 23, 2023
Nvidia reported positive earnings, but that's not the only reason interest is rising. Here are the top investors betting on NVDA stock.
Via
InvestorPlace
State Street to Participate in RBC Capital Markets 2023 Global Financial Institutions Conference
February 21, 2023
From
State Street Corporation
Via
Business Wire
State Street Corporation Declares First-Quarter Dividend on its Common Stock
February 14, 2023
From
State Street Corporation
Via
Business Wire
State Street Corporation Declares Dividends on Its Non-Cumulative Perpetual Preferred Stock Series “D”, “F” and “G”
February 14, 2023
From
State Street Corporation
Via
Business Wire
5 Investors Betting Big on Sorrento Therapeutics (SRNE) Stock
↗
February 13, 2023
SRNE stock is plummeting lower after the company disclosed that it had filed for Chapter 11 bankruptcy protection.
Via
InvestorPlace
Why Lumen Technologies Stock Tumbled by 4% on Monday
↗
February 06, 2023
Some investors followed the move of a fellow shareholder by dumping their holdings.
Via
The Motley Fool
State Street Is Doubling Down on Meta Materials (MMAT) Stock
↗
February 06, 2023
State Street is doubling down on MMAT stock, as the firm disclosed a 14.20 million share stake as of Dec. 30.
Via
InvestorPlace
State Street Global Advisors Survey: US Investors Remain Confident in Their Advisors' Ability to Navigate Market Volatility Despite Lingering Concerns About Investment Prospects for 2023
February 06, 2023
From
State Street Corporation
Via
Business Wire
Despite Inflation Fears and Higher Interest Rates, State Street Survey Finds More Than Two Thirds of Institutional Investors Continue to Grow Private Markets Allocations
February 06, 2023
From
State Street Corporation
Via
Business Wire
Why PayPal And Coinbase Are Trading Lower; Here Are 20 Stocks Moving Premarket
↗
February 06, 2023
Gainers
Via
Benzinga
BlackRock Is Betting Big on FuboTV (FUBO) Stock
↗
February 02, 2023
BlackRock disclosed a 14.57 million share stake in FUBO stock as of Dec. 31, signifying that it purchased 1.1 million shares in Q4.
Via
InvestorPlace
5 Investors Betting Big on C3.ai (AI) Stock in 2023
↗
January 31, 2023
C3.ai has announced the launch of its C3 Generative AI Product Suite that will have capabilities powered by OpenAI's ChatGPT.
Via
InvestorPlace
5 Investors Betting Big on SOFI Stock in 2023
↗
January 30, 2023
SOFI stock opened in the green after the company reported its fourth-quarter earnings, posting record revenue of $457 million.
Via
InvestorPlace
5 Investors Betting Big on Lucid (LCID) Stock in 2023
↗
January 27, 2023
All eyes are on LCID stock following speculation that Saudi Arabia's Public Investment Fund may acquire the remainder of the company.
Via
InvestorPlace
State Street Partners with Black-Owned Businesses to Underwrite $1.25 Billion of Senior Unsecured Debt
January 27, 2023
From
State Street Corporation
Via
Business Wire
5 Investors Betting Big on Applied UV (AUVI) Stock Right Now
↗
January 27, 2023
AUVI stock is flying higher following news that the company had hired a law firm to investigate naked short selling.
Via
InvestorPlace
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