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TSL's Turnkey Operation Platform
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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
Featured Quarterly Newsletter
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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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5 Investors Betting Big on Tesla (TSLA) Stock
↗
October 24, 2022
TSLA stock is in the red following price cuts for the Model 3 and the Model Y following disappointing earnings last week.
Via
InvestorPlace
Jim Cramer Says This Stock 'Down Here At This Level Is A Terrific Buy'
↗
October 21, 2022
On CNBC’s "Mad Money Lightning Round," Jim Cramer said he is against Novavax (NASDAQ: NVAX).
Via
Benzinga
State Street Corporation Declares Dividends on Its Non-Cumulative Perpetual Preferred Stock Series “D”, “F”, “G” and “H”
October 20, 2022
From
State Street Corporation
Via
Business Wire
Analyst Ratings for State Street
↗
October 19, 2022
Analysts have provided the following ratings for State Street (NYSE:STT) within the last quarter:
Via
Benzinga
State Street Opens New Office in Chile to Support Continued Growth in Latin America
October 19, 2022
From
State Street Corporation
Via
Business Wire
5 Investors Betting Big on Salesforce (CRM) Stock
↗
October 18, 2022
Salesforce has been struggling but many hedge funds remain bullish on CRM. Here are the top institutional investors betting on CRM stock.
Via
InvestorPlace
Recap: State Street Q3 Earnings
↗
October 18, 2022
State Street (NYSE:STT) reported its Q3 earnings results on Tuesday, October 18, 2022 at 07:30 AM. Here's what investors need to know about the announcement. Earnings State Street beat estimated...
Via
Benzinga
State Street Reports Third-Quarter 2022 Financial Results
October 18, 2022
From
State Street Corporation
Via
Business Wire
Earnings Scheduled For October 18, 2022
↗
October 18, 2022
Companies Reporting Before The Bell • Commerce Bancshares (NASDAQ:CBSH) is projected to report quarterly earnings at $1.03 per share on revenue of $383.31 million.
Via
Benzinga
5 Investors Betting Big on AMC Stock, And Why You Should Too
↗
October 17, 2022
Skeptics might think that AMC stock is disreputable, but some institutional investors have surprisingly large stakes in AMC.
Via
InvestorPlace
Earnings Outlook For State Street
↗
October 17, 2022
State Street (NYSE:STT) is set to give its latest quarterly earnings report on Tuesday, 2022-10-18. Here's what investors need to know before the announcement. Analysts estimate that State Street will...
Via
Benzinga
Bank Stocks And ETFs In A Rising-Rate Environment
↗
October 13, 2022
According to Investopedia, the industry group best equipped historically to deal with a rising interest-rate environment is banks. We examine a few standout bank stocks and bank ETFs for potential...
Via
Talk Markets
State Street Global Advisors and Barclays Quantitative Portfolio Strategy Announce Collaboration on Active Systematic Fixed Income Strategies
October 13, 2022
From
State Street Corporation
Via
Business Wire
Deutsche Bank Maintains Hold Rating for State Street: Here's What You Need To Know
↗
October 12, 2022
Deutsche Bank has decided to maintain its Hold rating of State Street (NYSE:STT) and lower its price target from $70.00 to $66.00. Shares of State Street are trading up 0.35% over the last 24 hours, at...
Via
Benzinga
State Street Digital’s TradeNeXus Platform Partners with Capitolis to Launch Integrated Portfolio Optimization Offering
October 12, 2022
From
State Street Corporation
Via
Business Wire
5 Investors Betting Big on Novavax (NVAX) Stock
↗
October 11, 2022
NVAX stock is in focus as the company receives a recommendation from the Swiss health agency concerning its Nuvaxovid drug.
Via
InvestorPlace
5 Investors Betting Big on Meta Materials (MMAT) Stock
↗
October 11, 2022
Shares of MMAT stock have been rallying after the company received an up to $41.5 million order from an undisclosed central bank.
Via
InvestorPlace
State Street Appoints New Global Chief Compliance Officer
October 10, 2022
From
State Street Corporation
Via
Business Wire
State Street and FundGuard Announce Strategic Partnership to Deliver Accounting Solutions for State Street Alpha
October 06, 2022
From
State Street Corporation
Via
Business Wire
5 Investors Betting Big on Vinco Ventures (BBIG) Stock Now
↗
October 05, 2022
A settlement has been reached concerning Vinco's management issues, with Ross Miller being appointed as the new CEO.
Via
InvestorPlace
Survey: Investors Showcase Shift in Fixed Income Strategies Amid Search for Higher Returns
October 04, 2022
From
State Street Corporation
Via
Business Wire
State Street to Participate In BancAnalysts Association of Boston Conference
October 03, 2022
From
State Street Corporation
Via
Business Wire
5 Investors Betting Big on Bed Bath & Beyond (BBBY) Stock
↗
September 29, 2022
Shares of BBBY stock are in the red following its Q2 earnings. Here are five institutional investors who haven't lost hope in the retailer.
Via
InvestorPlace
Yie-Hsin Hung Named President & CEO of State Street Global Advisors
September 27, 2022
From
State Street Corporation
Via
Business Wire
Nomura Joins Other Big-Name Financial Players To Back Blockchain Startup Fnality
↗
September 26, 2022
Tokyo-based bank Nomura Holdings Inc. (NYSE: NMR) has invested in Fnality, a blockchain-based interbank payment and settlement network that is now sponsored by 17 major financial institutions.
Via
Benzinga
5 Investors Betting Big on Cassava (SAVA) Stock
↗
September 23, 2022
SAVA stock received a boost yesterday following news that the SEC had closed its case against the company. Here are its top five investors.
Via
InvestorPlace
State Street Commits to Management Leadership for Tomorrow’s Hispanic Equity at Work Certification Program
September 15, 2022
From
State Street Corporation
Via
Business Wire
State Street Global Advisors Survey: Investors Placing Greater Value on Their Financial Advisors’ Guidance Amid Uptick in Market Volatility; Nearly Half of Millennials Believe Now Is a Good Time to Invest in The Market
September 12, 2022
From
State Street Corporation
Via
Business Wire
State Street Corporation Announces Date for Release of Third-Quarter 2022 Financial Results and Conference Call Webcast
September 09, 2022
From
State Street Corporation
Via
Business Wire
CEO Patrick Gelsinger Just Bought Intel (INTC) Stock
↗
August 26, 2022
CEO Pat Gelsinger purchased 14,800 shares of INTC stock just one day after the company announced a $30 billion collaboration with Brookfield.
Via
InvestorPlace
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