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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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State Street Corp
(NY:
STT
)
126.56
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EDT, Mar 31, 2026
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All News about State Street Corp
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State Street to Participate in Credit Suisse’s 24th Annual Financial Services Forum
January 26, 2023
From
State Street Corporation
Via
Business Wire
5 Investors Betting Big on Tesla (TSLA) Stock Right Now
↗
January 26, 2023
TSLA stock is rising following the release of its fourth-quarter earnings report. CEO Elon Musk remains the largest shareholder of Tesla.
Via
InvestorPlace
State Street Announces Strategic Cloud and Infrastructure Solution Providers in Connection with its Multi-Year Technology Transformation Journey
January 26, 2023
From
State Street Corporation
Via
Business Wire
State Street Global Advisors’ SPDR® S&P 500® ETF Trust Celebrates its 30 Year Anniversary
January 26, 2023
From
State Street Corporation
Via
Business Wire
The Latest Analyst Ratings for State Street
↗
January 23, 2023
Via
Benzinga
Earnings Preview: State Street
↗
January 19, 2023
Via
Benzinga
What 7 Analyst Ratings Have To Say About State Street
↗
January 04, 2023
Via
Benzinga
State Street Reports Fourth-Quarter and Full-Year 2022 Financial Results
January 20, 2023
From
State Street Corporation
Via
Business Wire
Schlumberger, Nordstrom And 3 Stocks To Watch Heading Into Friday
↗
January 20, 2023
With US stock futures trading higher this morning on Friday, some of the stocks that may grab investor focus today are as follows:
Via
Benzinga
Fear & Greed Index Moves To 'Neutral' Zone As Dow Drops For Third Day
↗
January 20, 2023
The CNN Money Fear and Greed index moved to a "Neutral" zone after US stocks closed lower on Thursday. The Dow Jones recorded losses for the third session in a row after investors grew concerned that...
Via
Benzinga
5 Investors Betting Big on Palantir (PLTR) Stock Right Now
↗
January 17, 2023
Palantir CEO Alex Karp said that he plans on hiring a few hundred people this year. Here are the investors betting big on PLTR stock.
Via
InvestorPlace
Will Investors Notice Exciting Sign On State Street's Chart?
↗
December 12, 2022
Via
Benzinga
AM Best Affirms Credit Ratings of Federated Underwriting Company
January 13, 2023
From
AM Best
Via
Business Wire
State Street Achieves MLT Black Equity at Work Bronze Certification
January 12, 2023
From
State Street Corporation
Via
Business Wire
5 Investors Betting Big on Bed Bath & Beyond (BBBY) Stock in 2023
↗
January 12, 2023
Bed Bath & Beyond could soon be at risk of filing for Chapter 11 bankruptcy. Who's betting on the struggling retailer and BBBY stock?
Via
InvestorPlace
5 Investors Betting Big on Meta Materials (MMAT) Stock in 2023
↗
January 11, 2023
Meta Materials drew attention after presenting its NANOWEB® technology at the CES 2023. So, who's betting big on MMAT stock?
Via
InvestorPlace
5 Investors Betting Big on CRM Stock Amidst Salesforce Layoffs
↗
January 05, 2023
CRM stock is trying for a third-straight week of gains, despite recently announcing a wave of Salesforce layoffs.
Via
InvestorPlace
State Street Appoints New Chief Executive Officer for State Street Bank International GmbH
January 04, 2023
From
State Street Corporation
Via
Business Wire
5 Top Stocks for January
↗
January 01, 2023
Now is the time to begin crafting your watch list for 2023.
Via
The Motley Fool
5 Investors Betting Big on Cenntro Electric (CENN) Stock
↗
December 21, 2022
CENN stock is surging higher after announcing deliveries of the LS100 and LS260 vehicles ahead of their anticipated delivery date.
Via
InvestorPlace
State Street Corporation Announces Date for Release of Fourth-Quarter and Full-Year 2022 Financial Results and Conference Call Webcast
December 21, 2022
From
State Street Corporation
Via
Business Wire
5 Investors Betting Big on Camber Energy (CEI) Stock
↗
December 19, 2022
Camber Energy has pushed ahead the date of its 1-for-50 reverse stock split to Dec. 21. The date was previously set to Dec. 30.
Via
InvestorPlace
State Street Corporation Declares Fourth-Quarter Dividend on its Common Stock
December 15, 2022
From
State Street Corporation
Via
Business Wire
State Street Global Advisors Extends Proxy Voting Choice to More Investors
December 13, 2022
From
State Street Corporation
Via
Business Wire
State Street Global Advisors Announces Share Splits for Four SPDR® ETFs
December 09, 2022
From
State Street Corporation
Via
Business Wire
5 Big Investors Betting on CSCO Stock. And Why You Should Too.
↗
December 09, 2022
Do you like dividend payments, deep value and revenue growth? If so, consider investing like the big banks and buy some shares of CSCO stock.
Via
InvestorPlace
5 Investors Betting Big on Vinco Ventures (BBIG) Stock Right Now
↗
December 08, 2022
The internal drama involving BBIG stock rages on, with tomorrow being the last day for Erik Finman to issue a public retraction.
Via
InvestorPlace
5 Investors Betting Big on Meta Materials (MMAT) Stock Right Now
↗
December 08, 2022
The date of record for the MMAT stock spinoff of MMTLP shares for shares of Next Bridge Hydrocarbons is quickly approaching.
Via
InvestorPlace
EXCLUSIVE: Why The Largest Custodian Bank In The World Sees Opportunity In Tokenization, Not Cryptocurrencies
↗
December 08, 2022
State Street (NYSE: STT) has ramped up its focus on digital assets and tokenization as it sees significant opportunity in the space.
Via
Benzinga
State Street Global Advisors Launches its 2023 Global Market Outlook: Navigating a Bumpy Landing
December 08, 2022
From
State Street Global Advisors
Via
Business Wire
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