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Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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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
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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State Street Just Bought Ocugen (OCGN) Stock. Here’s Why.
↗
April 14, 2022
OCGN stock has declined by over 90% in the past five years. However, that hasn't stopped State Street from more than doubling its position.
Via
InvestorPlace
State Street Reports First-Quarter 2022 Financial Results
April 14, 2022
From
State Street Corporation
Via
Business Wire
State Street Services Capital Group’s First Actively Managed ETFs
April 13, 2022
From
State Street Corporation
Via
Business Wire
Expert Ratings For State Street
↗
March 28, 2022
Analysts have provided the following ratings for State Street (NYSE:STT) within the last quarter:
Via
Benzinga
A Preview Of State Street's Earnings
↗
April 13, 2022
State Street (NYSE:STT) is set to give its latest quarterly earnings report on Thursday, 2022-04-14. Here's what investors need to know before the announcement. Analysts estimate that State Street will...
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For April 11, 2022
↗
April 11, 2022
Upgrades
Via
Benzinga
State Street Announces New Capability to Support Fund Order Services in Mexico
April 11, 2022
From
State Street Corporation
Via
Business Wire
7 Financial Stocks Reporting Earnings the Week of April 11
↗
April 08, 2022
The first quarter 2021 earnings season kicks-off next week with earnings results from some of the biggest financial institutions in the U.S.
Via
InvestorPlace
State Street Q1 2022 Earnings Conference Call On April 14, 2022 At 12:00 PM ET
↗
April 07, 2022
State Street (NYSE:STT) will host a conference call at 12:00 PM ET on April 14, 2022, to discuss Q1 2022 earnings results. How to Attend State Street (STT) Conference Call Follow this link to access...
Via
Benzinga
Inflation is the new target
↗
April 06, 2022
The Fed is now targeting inflation and the U.S. Treasury will start cutting its balance sheet in May.
Via
Talk Markets
State Street Global Advisors Launches SPDR® Nuveen Municipal Bond ESG ETF
April 05, 2022
From
State Street Corporation
Via
Business Wire
Rathbone Funds Adopts Charles River® IMS and State Street AlphaSM Data Platform.
April 05, 2022
From
Charles River Development
Via
Business Wire
Biggest Shareholders Of Twitter Stock After Elon Musk? Here Are The Top 10
↗
April 04, 2022
Elon Musk disclosed a 9.2% passive stake in Twitter Inc (NYSE: TWTR) Monday morning, making him the largest individual shareholder of the social media platform. A 13G filed with...
Via
Benzinga
'We're Not A Cathie Wood Part Two': Insights From Sylvia Jablonski, The New CEO At Defiance ETFs
↗
April 04, 2022
In March, Defiance ETFs, an exchange-traded funds (ETF) sponsor and registered investment advisor focused on thematic investing in technologies, announced its co-founder and...
Via
Benzinga
Death Cross Looms Over State Street Investors
↗
April 01, 2022
If history is any guide, there may be trouble ahead for shares of State Street (NYSE:STT). A so-called "death cross" has formed on its chart and, not surprisingly, this could be bearish for the stock.
Via
Benzinga
Banned diamonds
↗
March 31, 2022
Pres. Biden plans to rap the oil reserve to lower gasoline prices by a million barrels per day for 180 mn barrels.
Via
Talk Markets
Senior Vice President Andrew Baglino Just Sold TSLA Stock. Here’s Why.
↗
March 31, 2022
SVP Andrew Baglino sold 3,500 shares of TSLA stock on March 28. What exactly does Baglino's sale mean for the electric vehicle maker?
Via
InvestorPlace
Benzinga's Top Ratings Upgrades, Downgrades For March 31, 2022
↗
March 31, 2022
Upgrades
Via
Benzinga
State Street Corporation Announces Time Change for its First-Quarter 2022 Financial Results and Conference Call Webcast
March 30, 2022
From
State Street Corporation
Via
Business Wire
State Street Elects DonnaLee DeMaio to its Board of Directors
March 28, 2022
From
State Street Corporation
Via
Business Wire
Friday Markets News
↗
March 25, 2022
Methane leaks in the Permian Basin are 6 times higher than estimates.
Via
Talk Markets
State Street Collateral+ Platform Now Live with Pirum’s CollateralConnect Service
March 24, 2022
From
State Street Corporation
Via
Business Wire
State Street, Charles River® Development and Advisor360° Announce Strategic Partnership to Deliver an Integrated Technology Solution to the Wealth Management Industry
March 23, 2022
From
State Street Corporation
Via
Business Wire
State Street Corporation Announces Date for Release of First-Quarter 2022 Financial Results and Conference Call Webcast
March 22, 2022
From
State Street Corporation
Via
Business Wire
Up On Bad News
↗
March 22, 2022
Despite the plane crash in China, Boeing's stock is up today.
Via
Talk Markets
State Street Announces New Global Head of Private Markets
March 22, 2022
From
State Street Corporation
Via
Business Wire
Top News In Fintech And Beyond For March 22, 2022
↗
March 21, 2022
👉 Top Things To Know In TradeFi CoinRoutes closes $16M Series B. Goldman doing OTC crypto trades. (NYSE: GS) Alinea added crypto trade...
Via
Benzinga
Top News In Fintech And Beyond For March 16, 2022
↗
March 15, 2022
👉 Top Things To Know In TradeFi BBG Bridge is going live in Europe. Endex starts new investing platform. Forescite & Apex are partnering up. TradeStation sponsors...
Via
Benzinga
News-Filled Day
↗
March 15, 2022
The price of oil fell to below $100/oz on the prospect of lower demand from the PRC.
Via
Talk Markets
Charles River® Launches Tailored Portfolio Solutions to Power Portfolio Personalization at Scale, Integrates Axioma Portfolio Optimizer™
March 15, 2022
From
Charles River Development
Via
Business Wire
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