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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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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State Street to Participate In Barclays Global Financial Services Conference
August 11, 2022
From
State Street Corporation
Via
Business Wire
Is Baillie Gifford Losing Confidence in Tesla (TSLA) Stock?
↗
August 11, 2022
During Q2, Baillie Gifford reported selling 407,949 shares of TSLA stock, reducing its position by 4%. Is Baillie losing confidence?
Via
InvestorPlace
State Street Global Advisors Survey: Inflation Causing Stress and Anxiety; Nearly Half of Investors Believe It Has Not Peaked
August 09, 2022
From
State Street Corporation
Via
Business Wire
State Street Partners with Latinx Firms to Underwrite $750 Million of Senior Notes
August 04, 2022
From
State Street Corporation
Via
Business Wire
Recap: State Street Q2 Earnings
↗
July 15, 2022
State Street (NYSE:STT) reported its Q2 earnings results on Friday, July 15, 2022 at 08:48 AM. Here's what investors need to know about the announcement.
Via
Benzinga
Director Edward Shapiro Just Bought 50,000 Shares of United (UAL) Stock
↗
July 29, 2022
Shares of UAL stock are in focus following a multimillion-dollar insider purchase by director Edward Shapiro between July 25 and July 26.
Via
InvestorPlace
State Street Corporation Declares Third-Quarter Dividend on its Common Stock
July 21, 2022
From
State Street Corporation
Via
Business Wire
State Street Corporation Declares Quarterly Dividends on Its Non-Cumulative Perpetual Preferred Stock Series “D”, “F”, and “G”
July 21, 2022
From
State Street Corporation
Via
Business Wire
State Street Appoints New Global Chief Marketing Officer
July 21, 2022
From
State Street Corporation
Via
Business Wire
Why Jim Cramer Says This Stock Is 'Definitely A Buy'
↗
July 20, 2022
On CNBC’s "Mad Money Lightning Round," Jim Cramer said he is with Tellurian Inc. (NYSE: TELL).
Via
Benzinga
3 Blue Chip Stocks For Reliable Dividends
↗
July 14, 2022
Stocks that have proved resilient to recessions and offer reliable dividends, with a wide margin of safety.
Via
Talk Markets
11 Analysts Have This to Say About State Street
↗
July 01, 2022
Analysts have provided the following ratings for State Street (NYSE:STT) within the last quarter:
Via
Benzinga
Paxos' Strategy Head Talks Tokenizing US Equities And Re-Platforming Trillions In Assets
↗
July 18, 2022
Benzinga, a media and data provider bridging the gap between retail and institutional investors, is bringing back its annual Global Fintech Awards event to New York City on Dec. 8...
Via
Benzinga
Why Did State Street's Stock Rally Despite Weaker Earnings?
July 18, 2022
State Street (NYSE: STT) is a financial services firm that provides asset management, custodian services, fund accounting, and administration services. Global Services handles assets from many classes,...
Via
MarketBeat
Topics
Derivatives
Crude Oil Rises By More Than 2%; Codexis Shares Plummet
↗
July 15, 2022
U.S. stocks traded higher toward the end of trading, following the release of several earnings results and economic reports.
Via
Benzinga
Stock Market Rally Pulls Back On Hot Inflation, But Doesn't Break: Weekly Review
↗
July 15, 2022
Stocks retreated as inflation hit a fresh 40-year high, but pared weekly losses Friday.
Via
Investor's Business Daily
State Street Reports Second-Quarter 2022 Financial Results
July 15, 2022
From
State Street Corporation
Via
Business Wire
Earnings Scheduled For July 15, 2022
↗
July 15, 2022
Companies Reporting Before The Bell • Wells Fargo (NYSE:WFC) is projected to report quarterly earnings at $0.86 per share on revenue of $17.60 billion.
Via
Benzinga
Earnings Preview For State Street
↗
July 14, 2022
State Street (NYSE:STT) is set to give its latest quarterly earnings report on Friday, 2022-07-15. Here's what investors need to know before the announcement. Analysts estimate that State Street will...
Via
Benzinga
BlackRock, More Bank Stocks Report As Markets Go 'Back To A Volatile Future'
↗
July 12, 2022
BlackRock, State Street and Bank of New York Mellon report earnings on Friday, as bank stocks slide on concerns about a recession.
Via
Investor's Business Daily
State Street Corporation Announces Time Change for its Second-Quarter 2022 Financial Results and Conference Call Webcast
July 07, 2022
From
State Street Corporation
Via
Business Wire
State Street and FactSet Partner to Streamline Data Flows Across Front, Middle & Back Office
July 06, 2022
From
State Street Corporation
Via
Business Wire
7 Retirement Stocks to Buy in July
↗
July 01, 2022
Planning for retirement can feel overwhelming in bear markets, but these seven retirement stocks can provide a boost to savings. Caterpillar (CAT): The
Via
InvestorPlace
State Street Corporation Announces Date for Release of Second-Quarter 2022 Financial Results and Conference Call Webcast
June 28, 2022
From
State Street Corporation
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For June 28, 2022
↗
June 28, 2022
Upgrades
Via
Benzinga
State Street Corporation Announces Preliminary Stress Capital Buffer Requirement and the Intention to Increase its Quarterly Common Stock Dividend to $0.63 per share
June 27, 2022
From
State Street Corporation
Via
Business Wire
High-Yielding High-Quality Dividend Growth Stock Benefiting from Rising Interest Rates
↗
June 24, 2022
Value investing goes hand-in-hand with taking a long-term view. Value stocks usually become great values because of a reason.
Via
Talk Markets
3 Blue-Chip Stocks With Reliable Dividends During Recessions
↗
June 16, 2022
High-quality dividend stocks is the best strategy for building wealth. In tough times, we like blue-chip stocks as a place to start.
Via
InvestorPlace
Where State Street Stands With Analysts
↗
June 14, 2022
Over the past 3 months, 10 analysts have published their opinion on State Street (NYSE:STT) stock. These analysts are typically employed by large Wall Street banks and tasked with understanding a...
Via
Benzinga
Stocks That Hit 52-Week Lows On Friday
↗
June 10, 2022
On Friday, 422 stocks made new 52-week lows.
Via
Benzinga
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