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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
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Event Schedule
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Event Schedule
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Read FULL Seminar Here
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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
MARKET RESEARCH
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United Rentals
(NY:
URI
)
1,067.77
-16.85 (-1.55%)
Official Closing Price
Updated: 7:00 PM EDT, Jun 5, 2026
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Merger Mania: 3 Stocks to Buy as Industries Consolidate
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There are some stocks to buy that are industry consolidators using mergers and acquisitions to successfully grow their businesses.
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Wall Street Reacts To Hot Jobs Report: Stocks Swing As Traders Abandon July Rate Cut Hopes
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June 07, 2024
May labor market report: strong job gains and wage growth, reduces chances of rate cut. Interest-rate sensitive sectors underperform. Top risers: APD, URI, LLY, HUBB, ADP. Top losers: GEN, SHW, FCX,...
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Assessing United Rentals: Insights From 5 Financial Analysts
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June 07, 2024
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United Rentals Unusual Options Activity For June 03
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June 03, 2024
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United Rentals Reports Strong Digital Adoption
May 14, 2024
From
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Via
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Deep Dive Into United Rentals Stock: Analyst Perspectives (5 Ratings)
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(URI) - Analyzing United Rentals's Short Interest
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Exxon Mobil, Kimberly-Clark And 2 Other Stocks Insiders Are Selling
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May 01, 2024
Via
Benzinga
United Rentals Selected for Newsweek’s Most Trustworthy Companies in America 2024 List
April 30, 2024
From
United Rentals, Inc.
Via
Business Wire
Stock Market Rebounds; Tesla, Microsoft, Google, Meta, Chipotle, GE In Focus: Weekly Review
↗
April 26, 2024
Microsoft, Tesla, Google, GE and Chipotle were earnings winners. Meta was a notable loser.
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Stocks Drop, Tech Tumbles With Meta's Weak Outlook, Q1 Stagflation Fears; Gold Miners Advance: What's Driving Markets Thursday?
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Via
Benzinga
Topics
Economy
URI Stock Earnings: United Rentals Beats EPS, Beats Revenue for Q1 2024
↗
April 24, 2024
URI stock results show that United Rentals beat analyst estimates for earnings per share and beat on revenue for the first quarter of 2024.
Via
InvestorPlace
United Rentals Declares Quarterly Cash Dividend
April 24, 2024
From
United Rentals, Inc.
Via
Business Wire
If You Invested $100 In This Stock 20 Years Ago, You Would Have $4,000 Today
↗
March 28, 2024
Via
Benzinga
How Is The Market Feeling About United Rentals?
↗
March 21, 2024
Via
Benzinga
10 Analysts Have This To Say About United Rentals
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March 14, 2024
Via
Benzinga
United Rentals Announces Record First Quarter Results and Raises 2024 Guidance to Reflect the Acquisition of Yak
April 24, 2024
From
United Rentals, Inc.
Via
Business Wire
Caterpillar Earnings Due; Will Dow Jones Heavyweight Crush It Again?
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April 24, 2024
The Dow Jones earthmoving giant has been killing it lately.
Via
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Ryder Stock Hits All-Time High. Firing On All Cylinders?
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April 24, 2024
The upgraded 86 RS Rating shows that Ryder stock outperformed 85% of all stocks over the past year. Top stocks have at least an 80 RS Rating.
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Top 5 S&P 500 Giants Set To Beat On Q1 Earnings Next Week
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April 21, 2024
We are in the initial stage of the first-quarter 2024 earnings season, and the results have been in line with expectations so far. Meanwhile, several S&P 500 behemoths are set to beat on earnings next...
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Talk Markets
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How To Find Stocks With Moats
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April 19, 2024
There are several ways to get to moat status. A company can get a moat by being “first in” in a new industry or product. But it will eventually lose its competitive advantage.
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10 Industrials Stocks With Whale Alerts In Today's Session
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April 16, 2024
Via
Benzinga
United Rentals, Inc. First Quarter 2024 Conference Call and Audio Webcast Thursday, April 25, 2024 at 8:30 a.m. (ET)
April 11, 2024
From
United Rentals, Inc.
Via
Business Wire
Air Lease Stock Reaches 80-Plus Relative Strength Rating Benchmark
↗
March 25, 2024
Putting together your watch list? Focus on stocks with an 80-plus RS Rating. Air Lease stock cleared that benchmark with an upgrade to 81.
Via
Investor's Business Daily
United Rentals Recognized by Forbes as One of America’s Best Large Employers
March 20, 2024
From
United Rentals, Inc.
Via
Business Wire
United Rentals Completes Acquisition of Yak Access
March 15, 2024
From
United Rentals, Inc.
Via
Business Wire
United Rentals Introduces Tower Crane Battery Energy Systems to North American Fleet
March 13, 2024
From
United Rentals, Inc.
Via
Business Wire
Air Lease Stock Sees Relative Strength Rating Fly Higher; Still Shy Of Key Benchmark
↗
March 13, 2024
Air Lease shows rising price performance, earning an upgrade to its IBD Relative Strength Rating
Via
Investor's Business Daily
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