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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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Raymond James Financial, Inc. Common Stock
(NY:
RJF
)
175.47
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EDT, Sep 9, 2026
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Morgan Stanley Q4 Earnings Preview: Diverse Revenue And Conservative Financial Approach
↗
January 15, 2024
Morgan Stanley (MS) would be reporting Q4 2023 earnings on Jan. 16 pre-market. Analysts appear bullish per price targets. Can MS's business diversification shield it from market challenges?
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January 15, 2024
As Goldman Sachs (GS) reports its Q4 earnings on Jan. 16, here's what investors should know and what analysts expect.
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Urban Outfitters To Rally Around 14%? Here Are 10 Top Analyst Forecasts For Wednesday
↗
January 10, 2024
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.
Via
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Raymond James Maintains Outperform Rating for AngioDynamics: Here's What You Need To Know
↗
January 09, 2024
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United Airlines To Rally Over 30%? Here Are 10 Top Analyst Forecasts For Tuesday
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January 09, 2024
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.
Via
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3 Safe Dividend Stocks For 2024
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January 05, 2024
Safe dividend stocks can maintain their dividends even in a severe recession.
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Raymond James Upgrades First Foundation: Here's What You Need To Know
↗
January 05, 2024
Via
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Gasparilla Festival of the Arts Announces Festival Image for the 54th Raymond James Gasparilla Festival of the Art
January 11, 2024
TAMPA, Fla. - Jan. 11, 2024 - PRLog -- The Gasparilla Festival of the Arts (GFA) announced the selection of the Festival Image which will be used to promote the 54th Annual Raymond James Gasparilla...
Via
PRLog
Why SunPower Stock Plummeted by 10% on Thursday
↗
January 04, 2024
The beleaguered solar energy company was hit with another bearish adjustment from an analyst.
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In-Depth Examination Of 4 Analyst Recommendations For Raymond James Finl
↗
January 04, 2024
Via
Benzinga
Goldman's Symphony Of Ratings: Asset Management Moves For A Dynamic 2024
↗
January 03, 2024
Goldman Sachs analyst Alexander Blostein revised the rating on several asset management stocks amid an updated outlook for American Capital Markets.
Via
Benzinga
Intel stock: Analysts are expecting multi-year highs
January 03, 2024
It will be a while before Intel is a serious threat to the likes of Nvidia, but that doesn't mean there's not a ton of opportunity still to be had right now.
Via
MarketBeat
Topics
Artificial Intelligence
Should You Buy Stocks If a Recession Is Coming in 2024? Here's What History Shows.
↗
January 01, 2024
Recessions can present great buying opportunities for long-term investors.
Via
The Motley Fool
Topics
Economy
What To Know About Raymond James's Upgrade of AutoZone
↗
December 06, 2023
Via
Benzinga
Raymond James Maintains Outperform Rating for Centerra Gold: Here's What You Need To Know
↗
December 29, 2023
Via
Benzinga
Racing For GenAI Dominance: 2024 Competition Intensifies, Here Are 3 Likely Winners
↗
December 29, 2023
In 2024, the race for generative AI dominance intensifies, analyst predicts. These key players will shape the future.
Via
Benzinga
Topics
Artificial Intelligence
There Is More Value In The Financial Sector Than Any Other Sector
↗
December 22, 2023
Thanks to the great recession of 2008 and 2009, there is more value to be found in the financial sector than any other of the 11 sectors.
Via
Talk Markets
Topics
Economy
Raymond James Maintains Strong Buy Rating for Blueprint Medicines: Here's What You Need To Know
↗
December 22, 2023
Via
Benzinga
Raymond James Maintains Strong Buy Rating for EOG Resources: Here's What You Need To Know
↗
December 21, 2023
Via
Benzinga
Cybersecurity Stocks: Palo Alto Downgraded; Wedbush Hikes Price Targets
↗
December 18, 2023
Raymond James downgraded Palo Alto Networks on Monday while Wedbush raised its price targets on PANW stock and a few other companies.
Via
Investor's Business Daily
Raymond James Maintains Strong Buy Rating for Construction Partners: Here's What You Need To Know
↗
December 01, 2023
Via
Benzinga
Raymond James Financial Raises Quarterly Dividends on Common Stock; Increases Common Stock Repurchase Authorization
November 30, 2023
From
Raymond James Financial
Via
GlobeNewswire
Raymond James Maintains Outperform Rating for Micron Technology: Here's What You Need To Know
↗
November 29, 2023
Via
Benzinga
Raymond James Maintains Strong Buy Rating for Redwood Trust: Here's What You Need To Know
↗
November 28, 2023
Via
Benzinga
Raymond James Maintains Outperform Rating for MFA Finl: Here's What You Need To Know
↗
November 21, 2023
Via
Benzinga
Raymond James Maintains Outperform Rating for Global E Online: Here's What You Need To Know
↗
November 16, 2023
Via
Benzinga
Katipult Launches Automated Investor Marketing Solution for Investment Dealers
November 16, 2023
Calgary, Alberta--(Newsfile Corp. - November 16, 2023) - Katipult Technology Corp. (TSXV: FUND) ("Katipult" or the "Corporation"), a leading Fintech...
Via
Newsfile
Raymond James Maintains Outperform Rating for Leap Therapeutics: Here's What You Need To Know
↗
November 14, 2023
Via
Benzinga
Raymond James Maintains Outperform Rating for WhiteHorse Finance: Here's What You Need To Know
↗
November 10, 2023
Via
Benzinga
Raymond James Maintains Outperform Rating for PubMatic: Here's What You Need To Know
↗
November 09, 2023
Via
Benzinga
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