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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
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
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State Street Corp
(NY:
STT
)
126.56
+3.14 (+2.54%)
Official Closing Price
Updated: 7:00 PM EDT, Mar 31, 2026
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All News about State Street Corp
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Why Prometheus Biosciences Shares Are Trading Higher By Over 184%? Here Are 55 Stocks Moving In Wednesday's Mid-Day Session
↗
December 07, 2022
Gainers Prometheus Biosciences, Inc. (NASDAQ: RXDX) shares jumped 184.2% to $102.49 after the company announced results for PRA023 in both ARTEMIS-UC Phase 2 and APOLLO-CD Phase 2a studies. ARTEMIS-UC...
Via
Benzinga
Why State Street Stock Was Up Big on Wednesday
↗
December 07, 2022
The money manager and custodian bank announced a stock buyback plan
Via
The Motley Fool
State Street Announces Incremental Increase of up to $500 Million to Existing Common Share Repurchases in the Fourth Quarter
December 07, 2022
From
State Street Corporation
Via
Business Wire
What 8 Analyst Ratings Have To Say About State Street
↗
December 06, 2022
Via
Benzinga
Expert Ratings for State Street
↗
December 01, 2022
Via
Benzinga
Why This JPMorgan Bear Turned Bullish In A Heartbeat
↗
December 06, 2022
JPMorgan Chase & Co (NYSE: JPM) was doubled upgraded by Morgan Stanley Tuesday morning, while other banks caught downgrades from the firm.
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For December 6, 2022
↗
December 06, 2022
Via
Benzinga
What 7 Analyst Ratings Have To Say About State Street
↗
December 01, 2022
Via
Benzinga
Analyst Ratings for State Street
↗
December 01, 2022
Via
Benzinga
7 Analysts Have This to Say About State Street
↗
December 01, 2022
Via
Benzinga
Where State Street Stands With Analysts
↗
December 01, 2022
Via
Benzinga
6 Analysts Have This to Say About State Street
↗
December 01, 2022
Via
Benzinga
5 Investors Betting Big on SNDL Stock
↗
December 05, 2022
SNDL stock is staging a late-year comeback after the marijuana and liquor company reported its third-quarter earnings.
Via
InvestorPlace
5 Big Investors Betting on ORCL Stock
↗
November 30, 2022
The smart money is wagering on ORCL stock as Oracle expands the use cases for its broad array of technology products.
Via
InvestorPlace
Statement from State Street Corporation on Brown Brothers Harriman Investor Services Acquisition
November 30, 2022
From
State Street Corporation
Via
Business Wire
3 Wide Moat Dividend Stocks To Buy Now
↗
November 30, 2022
Wide moat stocks are great candidates for the portfolios of income investors, as they are usually characterized by reliable business performance, resilience to recessions and long dividend growth...
Via
Talk Markets
Here’s What the Intel Layoffs Mean for INTC Stock
↗
November 23, 2022
Even after a devastating double downgrade, INTC stock could stage a swift comeback as Intel gets serious about cost reductions.
Via
InvestorPlace
10 Wide Moat Stocks To Buy Now
↗
November 19, 2022
Here are ten wide moat dividend stocks that have respectable expected annual returns over the next five years.
Via
Talk Markets
State Street Launches Venturi to Support Peer-to-Peer Financing
November 17, 2022
From
State Street Corporation
Via
Business Wire
3 Dividend Stocks For Rising Interest Rates
↗
November 17, 2022
The prospects of three dividend stocks that greatly benefit from rising interest rates.
Via
Talk Markets
5 Investors Betting Big on SOFI Stock
↗
November 16, 2022
13F filings for the third quarter are out, giving investors a glimpse into the institutional and options ownership of SOFI stock.
Via
InvestorPlace
8 Dividend Stocks For Rising Interest Rates
↗
November 11, 2022
A look at eight companies that are seeing a material benefit from interest rate hikes.
Via
Talk Markets
State Street to Participate in the Goldman Sachs 2022 US Financial Services Conference
November 11, 2022
From
State Street Corporation
Via
Business Wire
5 Investors Still Betting Big on Intel (INTC) Stock
↗
November 09, 2022
INTC stock is far below its prior peak, but some heavy hitters are still in the game and Intel's cost reductions could usher in a fresh rally.
Via
InvestorPlace
State Street Announces Inaugural $500 Million Bond Issuance Under its Sustainability Bond Framework
November 04, 2022
From
State Street Corporation
Via
Business Wire
5 Investors Betting Big on Match (MTCH) Stock
↗
November 02, 2022
Shares of MTCH stock are in focus following the company's Q3 earnings. Revenue tallied in at $810 million, beating analyst estimates.
Via
InvestorPlace
5 Investors Betting Big on AMD Stock. Should You?
↗
November 01, 2022
Some famous names in the world of finance have positioned themselves for AMD stock's potential post-earnings upside.
Via
InvestorPlace
Charles River and DirectBooks Announce Collaboration to Streamline Primary Issuance in Charles River IMS
November 01, 2022
From
Charles River Development
Via
Business Wire
A Sinister Reason May Be Behind Governors' Opposition To Cannabis Legalization
↗
October 28, 2022
As one Republican governor after another rejects President Biden’s suggestion to pardon simple cannabis possession convictions, one wonders what they're thinking.
Via
Benzinga
5 Investors Betting Big on GameStop (GME) Stock
↗
October 25, 2022
Shares of GME stock are rising higher on the heels of a significant short interest of 20%. Chairman Ryan Cohen is the largest shareholder.
Via
InvestorPlace
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