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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
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Event Schedule
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Event Schedule
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Read FULL Seminar Here
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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
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United Rentals
(NY:
URI
)
887.33
+10.81 (+1.23%)
Streaming Delayed Price
Updated: 11:44 AM EST, Feb 10, 2026
Add to My Watchlist
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Check Out What Whales Are Doing With URI
↗
April 04, 2023
Via
Benzinga
7 Growth Stocks That Are Trading at a Bargain Price
↗
April 02, 2023
Some analysts suggest that equities are in the beginning of a bull market. If so, now is a good time to look at buying bargain growth stocks.
Via
InvestorPlace
Stock Market Sell-Off: Where to Invest $500 Right Now
↗
April 01, 2023
Opportunities abound for investors of all stripes.
Via
The Motley Fool
11 Analysts Have This to Say About United Rentals
↗
March 27, 2023
Via
Benzinga
Check Out What Whales Are Doing With URI
↗
March 27, 2023
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For March 27, 2023
↗
March 27, 2023
Via
Benzinga
United Rentals (NYSE: URI) is a Leading Gainer in 3/21 Morning Trading
March 21, 2023
Via
Investor Brand Network
United Rentals Unusual Options Activity
↗
March 16, 2023
Via
Benzinga
United Rentals Unusual Options Activity For March 16
↗
March 16, 2023
Via
Benzinga
Here Are 3 Dividend Stocks That Can Double Their Payouts While Providing Market-Beating Returns
↗
March 27, 2023
This trio has market-beating growth and above-average dividend potential in a single package.
Via
The Motley Fool
US Stocks Poised To Start New Trading Week Higher On Hopes Of Resolving Banking Crisis: Analyst Warns 'No News Would Be Good News'
↗
March 27, 2023
The recent positive momentum seen in the market could carry over into the new week, as indicated by the index futures, which were holding up early Monday.
Via
Benzinga
2 Highly-Ranked, Market-Beating Value Stocks To Buy Amid Bank Fears
↗
March 25, 2023
Today, we will dig into two highly-ranked stocks from different areas of the economy that offer investors solid outlooks, which is key as tech stocks get overheated again. Both stocks have also easily...
Via
Talk Markets
10 Industrials Stocks With Whale Alerts In Today's Session
↗
March 21, 2023
Via
Benzinga
United Rentals Unusual Options Activity For March 13
↗
March 13, 2023
Via
Benzinga
Here's How Much You Would Have Made Owning United Rentals Stock In The Last 5 Years
↗
March 07, 2023
Via
Benzinga
Here's How Much $100 Invested In United Rentals 10 Years Ago Would Be Worth Today
↗
February 07, 2023
Via
Benzinga
United Rentals Details Advantages of Buying Used Equipment Ahead of Busy Construction and Plant Maintenance Season
March 20, 2023
From
United Rentals, Inc.
Via
Business Wire
The Best ETFs For A Weak Market
↗
March 19, 2023
The market has been weak lately, and nobody is predicting a turnaround anytime soon. What to do? Here are four of the best ETFs to consider for this market environment.
Via
Talk Markets
3 Top Value Stocks Breaking Out In 2023
↗
March 10, 2023
With so much talk of the rebound in growth stocks in 2023, it might be lost on many that there are actually value stocks rallying this year as well.
Via
Talk Markets
United Rentals Surpasses 335,000 Telematics-Enabled Assets
March 06, 2023
From
United Rentals, Inc.
Via
Business Wire
3 Boring Industrial Stocks to Buy for Outsized Gains
↗
March 06, 2023
These industrial stocks to buy have outperformed the market over the long term and should continue to offer big gains with less volatility.
Via
InvestorPlace
Infrastructure Bill Beneficiaries Index Has Finally Taken Off: Up 30% YTD
↗
March 02, 2023
The infrastructure Bill Beneficiaries Index continues to forge ahead and is now up 30.6% YTD.
Via
Talk Markets
10 Best Stocks to Buy in March 2023
↗
March 01, 2023
These diversified growth stocks could add rocket fuel to your long-term investment portfolio.
Via
The Motley Fool
United Rentals to Present at the 15th Annual Evercore ISI Industrial Conference
February 28, 2023
From
United Rentals, Inc.
Via
Business Wire
Market-Beating Stocks To Buy For March And Hold
↗
February 26, 2023
Today we dive into United Rentals (URI) and The TJX Companies (TJX) to see why investors might want to buy these stocks as the calendar turns to March amid ongoing market uncertainty.
Via
Talk Markets
United Rentals to Present at the Citi 2023 Global Industrial Tech and Mobility Conference
February 14, 2023
From
United Rentals, Inc.
Via
Business Wire
7 Great Growth Stocks to Buy in February
↗
February 14, 2023
Poised to be long-term winners, consider now the perfect time to enter/add to positions in these 7 high-quality growth stocks to buy.
Via
InvestorPlace
Don't Go Into the Next Bull Market Without These 3 Stocks
↗
February 10, 2023
These three companies enjoy staying power in tough economies and robust demand in strong ones.
Via
The Motley Fool
United Rentals Named One of America’s Best-Managed Companies
February 07, 2023
From
United Rentals, Inc.
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For February 8, 2023
↗
February 08, 2023
Via
Benzinga
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