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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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What You Missed On Wall Street On Thursday
↗
June 10, 2022
Here are our top five lists with the news and calls moving stocks, that you better not have missed yesterday...
Via
Talk Markets
Morning Brief: Top Financial Stories Dominating on Thursday, June 9
↗
June 09, 2022
Reuters Blackstone Closes In Crown Bid After Australia Approvals: Reuters
Via
Benzinga
State Street Might Tap Credit Suisse As Takeover Interest
↗
June 09, 2022
Credit Suisse Group AG (NYSE: CS) could receive a takeover offer from U.S. financial giant State Street (NYSE: STT), stated a media report a day earlier.
Via
Benzinga
State Street Announces Global Chief Information Officer and Vice Chairman & Chief Financial Officer to Participate in Morgan Stanley’s US Financials Conference
June 02, 2022
From
State Street Corporation
Via
Business Wire
Big Bets On Bank Stocks
↗
May 07, 2022
Here, we provide an updated outlook on two leading bank stocks. Let's take a look at their performance and see if they're good bets to take in this volatile market.
Via
Talk Markets
Top News In Fintech And Beyond For June 2, 2022
↗
June 01, 2022
👉 Top Things To Know In TradeFi: State Street, BZ talked T+0, custody (NYSE: STT) FTX passing Coinbase market share Binance may add Forbes...
Via
Benzinga
State Street Exec Talks Cutting Friction, Opportunity Costs With DLT For T+0 And Custody
↗
June 01, 2022
The regulated blockchain infrastructure platform Paxos and State Street Corporation (NYSE: STT) launched a partnership on services integrations in May. As part of a pilot,...
Via
Benzinga
8 Analysts Have This to Say About State Street
↗
May 19, 2022
Over the past 3 months, 8 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
State Street Corporation Declares Second-Quarter Dividend on its Common Stock
May 18, 2022
From
State Street Corporation
Via
Business Wire
State Street Announces Expansion of Fund Connect ETF Portal in Singapore
May 18, 2022
From
State Street Corporation
Via
Business Wire
State Street, PriceStats to Provide Online Food Inflation Data to Policymakers, the Public and Extend Provision of Comprehensive Inflation Data to Central Banks
May 17, 2022
From
State Street Corporation
Via
Business Wire
State Street Engages Women-Owned Broker-Dealers to Underwrite $500 Million of Senior Unsecured Debt
May 13, 2022
From
State Street Corporation
Via
Business Wire
State Street Announces Chairman & Chief Executive Officer and Vice Chairman & Chief Financial Officer to Participate in Autonomous Bernstein’s Annual Strategic Decisions Conference
May 12, 2022
From
State Street Corporation
Via
Business Wire
State Street Global Advisors Launches SPDR® MarketAxess Investment Grade 400 Corporate Bond ETF
May 12, 2022
From
State Street Corporation
Via
Business Wire
Futuregrowth Asset Management Adopts Charles River® for Managing Fixed Income Strategies
May 12, 2022
From
Charles River Development
Via
Business Wire
State Street Expands Responsibilities of Executive Leadership Team
May 09, 2022
From
State Street Corporation
Via
Business Wire
5 Value Stocks To Watch In The Financial Services Sector
↗
May 05, 2022
The Meaning Behind Value Stocks
Via
Benzinga
State Street Appointed Service Provider for Neuberger Berman’s First Actively Managed Thematic ETFs
May 05, 2022
From
State Street Corporation
Via
Business Wire
What ETF Is Best? 7 Great Funds to Consider.
↗
May 05, 2022
ETF investing is a great way to gain exposure to thematic stocks while limiting downside risk with diversification.
Via
InvestorPlace
Dear Novavax (NVAX) Stock Fans, Mark Your Calendars for June 7
↗
April 29, 2022
NVAX stock is in the green after the FDA announced it would meet on June 7 to discuss the company's emergency use authorization request.
Via
InvestorPlace
State Street Global Advisors Introduces Two SPDR® MSCI Climate Paris Aligned ETFs
April 22, 2022
From
State Street Corporation State Street Global Advisors
Via
Business Wire
Bitcoin 2022 Exclusive: Building Symbiotic Relationships Between Old And New Finance
↗
April 22, 2022
Detroit-based Benzinga, a media and data provider bridging the gap between retail and institutional investors, sent its team to Miami, Florida April 6-9, for Bitcoin 2022. During...
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For April 21, 2022
↗
April 21, 2022
Via
Benzinga
State Street Corporation Declares Dividends on Its Non-Cumulative Perpetual Preferred Stock Series “D”, “F”, “G” and “H”
April 20, 2022
From
State Street Corporation
Via
Business Wire
Michael Knowling Joins State Street as Head of Global Clients Division
April 19, 2022
From
State Street Corporation
Via
Business Wire
Expert Ratings for State Street
↗
April 18, 2022
Over the past 3 months, 8 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
The Simple Secret To Longer-term Trading Success
↗
April 15, 2022
A discussion the simple secret to longer-term trading success.
Via
Talk Markets
Markets Fall To Conclude Holiday-Shortened Week Of Trading
↗
April 14, 2022
U.S. indices fell Thursday to conclude the holiday-shortened week of trading amid continued concerns over Fed tapering in order to combat inflation. Investors also reacted to...
Via
Benzinga
Recap: State Street Q1 Earnings
↗
April 14, 2022
State Street (NYSE:STT) reported its Q1 earnings results on Thursday, April 14, 2022 at 07:30 AM. Here's what investors need to know about the announcement. Earnings State Street beat estimated...
Via
Benzinga
Morgan Stanley Just Sold Bed Bath & Beyond (BBBY) Stock. Here’s Why.
↗
April 14, 2022
Bed Bath & Beyond reported earnings this week and the results were lackluster. Morgan Stanley also recently sold BBBY stock, before earnings.
Via
InvestorPlace
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