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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
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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
Market Value Securities (MVS)
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
)
127.50
-0.09 (-0.07%)
Streaming Delayed Price
Updated: 12:21 PM EST, Jan 27, 2026
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All News about State Street Corp
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State Street Corporation Declares Quarterly Dividends on Its Non-Cumulative Perpetual Preferred Stock Series “D”, “F”, and “G”
February 17, 2022
From
State Street Corporation
Via
Business Wire
State Street Corporation Declares First-Quarter Dividend on its Common Stock
February 17, 2022
From
State Street Corporation
Via
Business Wire
State Street Global Advisors Expands Fixed Income Offering with Debut of SPDR® Blackstone High Income ETF
February 17, 2022
From
State Street Corporation
Via
Business Wire
Charles River® Development Announces Collaboration with Precisely to Incorporate Enterprise Data Governance in State Street Alpha℠ Data Platform
February 10, 2022
From
Charles River® Development
Via
Business Wire
Charles River and LedgerEdge Announce Collaboration to Provide DLT-Enabled Corporate Bond Liquidity and Trading Services
February 09, 2022
From
Charles River
Via
Business Wire
Markets News for Tuesday
↗
February 08, 2022
Oil stocks are up on huge gains.
Via
Talk Markets
State Street Partners with Black-Owned Businesses to Underwrite $1.5 Billion of Senior Unsecured Debt
February 07, 2022
From
State Street Corporation
Via
Business Wire
Charles River® Appoints Nidhi Singh as Chief Product Officer
February 02, 2022
From
Charles River Development
Via
Business Wire
State Street Announces Chief Financial Officer to Participate in Credit Suisse’s 23rd Annual Financial Services Forum
January 26, 2022
From
State Street Corporation
Via
Business Wire
Panic reversal
↗
January 26, 2022
Crude oil inventories turned out to be fuller than expected, helping reduce the oil price rise.
Via
Talk Markets
3 Stocks Insiders Are Selling: State Street, Playa Hotels & Resorts And More
↗
January 26, 2022
The US Federal Reserve is likely to maintain a hawkish tone during its policy meeting today. Investors, meanwhile, focused on some notable insider trades. When insiders sell...
Via
Benzinga
AM Best Affirms Credit Ratings of Federated Underwriting Company
January 21, 2022
From
AM Best
Via
Business Wire
World Markets News
↗
January 20, 2022
Today oil and gas inventories were seen as higher than expected while potential prices fell, both bullish.
Via
Talk Markets
Earnings Scheduled For January 19, 2022
↗
January 19, 2022
Companies Reporting Before The Bell • Community Trust Bancorp (NASDAQ:CTBI) is likely to report quarterly earnings at $1.06 per share on revenue of $55.05 million....
Via
Benzinga
Bank Stocks: What’s Moving BAC, MS, USB and STT Today?
↗
January 19, 2022
Bank stocks are on the move Wednesday as investors react to a variety of news from some of the U.S.'s biggest financial institutions.
Via
InvestorPlace
State Street: Q4 Earnings Insights
↗
January 19, 2022
State Street (NYSE:STT) reported its Q4 earnings results on Wednesday, January 19, 2022 at 07:30 AM. Here's what investors need to know about the announcement. Earnings...
Via
Benzinga
State Street Announces Planned Retirement of Cyrus Taraporevala
January 19, 2022
From
State Street Corporation
Via
Business Wire
State Street Reports Fourth-Quarter and Full-Year 2021 Financial Results
January 19, 2022
From
State Street Corporation
Via
Business Wire
State Street Secures Mandate for Raytheon Technologies Corporation’s U.S.-Based Defined Contribution Assets
January 18, 2022
From
State Street Corporation
Via
Business Wire
Earnings Preview: State Street
↗
January 18, 2022
State Street (NYSE:STT) is set to give its latest quarterly earnings report on Wednesday, 2022-01-19. Here's what investors need to know before the announcement. Analysts estimate...
Via
Benzinga
State Street Global Advisors Launches Three SPDR® ETFs to Enhance ESG Portfolio Construction
January 11, 2022
From
State Street Corporation
Via
Business Wire
ContextLogic Can Still Rebound, but Don’t Buy WISH Stock Just Yet
↗
January 05, 2022
ContextLogic continues to undertake very good strategies, and WISH stock may become a buy in the second half of the year.
Via
InvestorPlace
State Street Corporation Announces Date for Release of Fourth-Quarter and Full-Year 2021 Financial Results and Conference Call Webcast
January 04, 2022
From
State Street Corporation
Via
Business Wire
83 Firms going Ex-Dividend next week, including Cardinal Health, Ventas and Total Energies
↗
December 29, 2021
Ex-dividend dates are important to dividend investors because one must own a stock prior to its ex-dividend date in order to be eligible to receive its next dividend.
Via
Talk Markets
APPS Stock Alert: 7 Things to Know About the Google Deal Goosing Digital Turbine Shares Today
↗
December 28, 2021
Under a new deal, which is significantly lifting APPS stock, Digital Turbine will support nearly 1 billion Android devices worldwide.
Via
InvestorPlace
State Street and LSEG Expand Relationship
December 20, 2021
From
State Street Corporation
Via
Business Wire
Cramer Gives His Opinion On Fiverr, State Street And More
↗
December 17, 2021
On CNBC’s "Mad Money Lightning Round," Jim Cramer said although he likes State Street Corporation...
Via
Benzinga
State Street Corporation Declares Fourth-Quarter Dividend on Its Common Stock
December 16, 2021
From
State Street Corporation
Via
Business Wire
State Street Survey Finds Private Markets to Experience Significant Momentum in the Next Three to Five Years
December 16, 2021
From
State Street Corporation
Via
Business Wire
Fintech Focus For December 9, 2021
↗
December 08, 2021
One Big Thing In Fintech: With a goal of bringing DeFi technology to the masses, WonderFi has teamed up with Animal Capital to launch Money Goals. The Money Goals initiative will...
Via
Benzinga
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