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about us
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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
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Back Dated Performance Reports
Quarterly Performance Reports
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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
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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
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Raymond James Financial, Inc. Common Stock
(NY:
RJF
)
156.65
+0.79 (+0.51%)
Official Closing Price
Updated: 4:10 PM EDT, Jun 22, 2026
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All News about Raymond James Financial, Inc. Common Stock
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Lisa Detanna Named to Forbes’ List of Best-In-State Wealth Advisors
February 02, 2023
From
Raymond James Financial, Inc.
Via
Business Wire
Asure Software (NASDAQ: ASUR) and H&R Block (NYSE: HRB) Partner to Streamline Tax Preparation for Small Businesses, Analysts Raise Price Target on ASUR
↗
January 31, 2023
Each year, millions of Americans file their taxes, a process that can be both time-consuming and complicated. The tax code is complex, and the burden of understanding and completing tax forms...
Via
Benzinga
Asure Software (NASDAQ: ASUR) and H&R Block (NYSE: HRB) Partner to Streamline Tax Preparation for Small Businesses, Analysts Raise Price Target on ASUR
January 31, 2023
Each year, millions of Americans file their taxes, a process that can be both time-consuming and complicated. The tax code
Via
Spotlight Growth
Raymond James Financial's Earnings Outlook
↗
January 24, 2023
Via
Benzinga
Analyst Expectations for Raymond James Finl's Future
↗
January 12, 2023
Via
Benzinga
What 5 Analyst Ratings Have To Say About Raymond James Financial
↗
November 22, 2022
Via
Benzinga
Why Cano Health Stock Is Crashing Today
↗
November 10, 2022
Investors reacted negatively to the company's Q3 update.
Via
The Motley Fool
Raymond James Financial Reports First Quarter of Fiscal 2023 Results
January 25, 2023
From
Raymond James Financial
Via
GlobeNewswire
Procter & Gamble Earnings: A Gamble Worth Taking
January 19, 2023
Although susceptible to the current macroeconomic pressures much like many other companies, Procter & Gamble is never a bad idea as a long-term value holding.
Via
MarketBeat
This Dividend Stock Yields Almost 9% and Could Rally 50%, According to Wall Street
↗
January 13, 2023
It has been a rough few months for this REIT, but many experts think it could get back on track.
Via
The Motley Fool
Headwinds Including Peak NII, Higher Beta Sensitivity, Slower NNA Forces Analyst To Double Downgrade Morgan Stanley
↗
January 04, 2023
Wolfe Research analyst Steven Chubak downgraded Morgan Stanley (NYSE: MS) from Outperform to Un
Via
Benzinga
Goldman Sachs' Four Zones Within Capital Market Coverage, Gives Stock Picks
↗
January 04, 2023
Goldman Sachs Group Inc (NYSE: GS) has outlined four themes for 2023 amid recessionary risks and rising interest rates.
Via
Benzinga
Why Mercury General Stock Soared 26% This Week
↗
November 05, 2022
Mercury General took off like a rocket on Friday.
Via
The Motley Fool
Expert Ratings for Raymond James Financial
↗
October 31, 2022
Raymond James Financial (NYSE:RJF) has observed the following analyst ratings within the last quarter:
Via
Benzinga
Earnings Scheduled For January 25, 2023
↗
January 25, 2023
Companies Reporting Before The Bell • ASML Holding (NASDAQ:ASML) is expected to report quarterly earnings at $4.45 per share on revenue of $6.50 billion.
Via
Benzinga
Why Raymond James Financial Stock Soared 18.4% This Week
↗
October 28, 2022
The financial services firm posted record revenue in its fiscal fourth quarter
Via
The Motley Fool
Evan Shear Named to Raymond James 2023 Chairman's Council
December 20, 2022
CrossleyShear Wealth Management (CrossleyShear), a leading financial planning and wealth management firm based in Merritt Island and Heathrow, Florida, announced today that Evan Shear was once again...
Via
Newswire.com
Topics
Retirement
Benzinga's Top Ratings Upgrades, Downgrades For December 19, 2022
↗
December 19, 2022
Via
Benzinga
20 Dividend Growth Stocks For Faster Growth And Profit
↗
December 15, 2022
The equal weight growth model was willing to accept faster-growing companies with lower current dividend yields, but faster-growing dividends.
Via
Talk Markets
This Ultra-High-Yield Dividend Stock Has Up to 59% Upside, According to Wall Street
↗
December 14, 2022
Analysts believe this oil stock is significantly undervalued.
Via
The Motley Fool
Water Tower Research (WTR) To Add Lisa A. Sowell as Managing Director of Investor Engagement
December 13, 2022
Water Tower Research (WTR) To Add Lisa A. Sowell as Managing Director of Investor Engagement December 13, 2022, St. Petersburg, FL - Water Tower Research LLC (www.watertowerresearch.com), a leading,...
Via
iCrowdNewswire
Why Signature Bank Stock Fell 11.2% This Week
↗
December 09, 2022
Analysts downgraded the bank, which focuses on serving the cryptocurrency industry.
Via
The Motley Fool
Why Devon Energy Stock Slumped 11% in November
↗
December 06, 2022
The oil company lost some ground last month.
Via
The Motley Fool
Raymond James Financial Declares Quarterly Dividends on Common and Preferred Stock; Increases Common Stock Repurchase Authorization
December 01, 2022
From
Raymond James Financial
Via
GlobeNewswire
Banks And Brokers On Fire
↗
November 11, 2022
The Financial sector ETF has been on fire since its intraday low of $29.59 on October 13th, which was the day of the hotter-than-expected September CPI report.
Via
Talk Markets
Tightly Held Wendy’s Is Undervalued
November 10, 2022
Wendy's is a tightly-held company with more than 90% of its shares tied up by insiders, major shareholders and institutions.
Via
MarketBeat
1 Stock That Could Soar 113%, According to Wall Street
↗
October 30, 2022
The coming year might be uncertain, but Figs has a bright future ahead.
Via
The Motley Fool
Amazon Stock Drops as Bulls on Wall Street Push for Long-Term Gains
October 28, 2022
On Friday, there was talk about Amazon (NASDAQ:AMZN), as the e-commerce company’s estimate for slower-than-anticipated growth alarmed investors. The long-term bull thesis on Amazon (NASDAQ:AMZN) is...
Via
PressReach
Topics
Economy
Caterpillar, Greenbrier, ServiceNow And Other Big Gainers From Thursday
↗
October 28, 2022
U.S. stocks closed mixed on Thursday, with the Dow Jones gaining close to 200 points. Here is the list of some big stocks recording gains in the previous session.
Via
Benzinga
Recap: Raymond James Financial Q4 Earnings
↗
October 26, 2022
Raymond James Financial (NYSE:RJF) reported its Q4 earnings results on Wednesday, October 26, 2022 at 04:20 PM. Here's what investors need to know about the announcement.
Via
Benzinga
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