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home
about us
Investment Approach
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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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Raymond James Financial, Inc. Common Stock
(NY:
RJF
)
144.90
+0.65 (+0.45%)
Streaming Delayed Price
Updated: 1:04 PM EDT, Apr 1, 2026
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10 Biggest Price Target Changes For Tuesday
↗
July 27, 2021
Raymond James lifted AutoZone, Inc. (NYSE: AZO) price target from $1,700 to $1,750. AutoZone shares slipped 0.1% to $1,620.97 in pre-market trading. Keybanc lifted the price...
Via
Benzinga
Analysts Remain Divided Over Texas Instruments' Prospects
↗
July 22, 2021
Raymond James analyst Christopher Caso raised the price target on Texas Instruments Inc (NASDAQ: TXN) to $230 from $220, implying an 18.41% upside, and...
Via
Benzinga
What 8 Analyst Ratings Have To Say About Raymond James Financial
↗
July 21, 2021
Analysts have provided the following ratings for Raymond James Financial (NYSE:
Via
Benzinga
These Wireless Chip Stocks Seem Poised For Strong Second-Half 2021
↗
July 19, 2021
Qualcomm stock and its peers should benefit from a strong 5G smartphone market in the second half of 2021.
Via
Investor's Business Daily
Topics
Supply Chain
Is Delta Airlines Stock A Buy Despite Global Travel Restrictions?
↗
July 15, 2021
The return of business travel and expected improvements in company fundamentals have turned Raymond James analysts bullish on Delta, Inc.
Via
Benzinga
AUA College of Medicine Recognizes Graduating Class of 2021 at Virtual Ceremony
June 25, 2021
MANHATTAN, N.Y. - June 25, 2021 - PRLog -- American University of Antigua College of Medicine (AUA) honored members of its Class of 2021 as more than 200 students officially became physicians at AUA's...
Via
PRLog
Why This Analyst Is Bullish On Beauty Stocks: Ulta, Estee Lauder, Elf
↗
July 14, 2021
Strong economic recovery and the dissipation of COVID-19 impacts are tailwinds in the beauty industry, according to Raymond James, which is&nb...
Via
Benzinga
Simulations Plus Target Price Lowered At Craig-Hallum, Raymond James After Q3 Sales Miss Expectations
↗
July 13, 2021
Craig-Hallum analyst Matt Hewitt lowered the Simulations Plus Inc (NASDAQ: SLP) price target to $65 from $74 and kept a Hold rating on the stock. Unfortunately,...
Via
Benzinga
Topics
Earnings
Raymond James Turns Bullish On Cheesecake Factory
↗
July 12, 2021
A recent pullback in the share price of Cheesecake Factory Inc (NASDAQ:
Via
Benzinga
Why Worry With Dividends? Their Five-Year Reinvested Value for Raymond James Financial
↗
July 08, 2021
Compounding Returns In a world obsessed with price movements of stocks, it's easy to lose sight of what those prices represent -- the value of holding a company's future profit...
Via
Benzinga
Raymond James Downgrades Shenandoah To Underperform From Market Perform
↗
July 07, 2021
Raymond James analyst Ric Prentiss downgraded Shenandoah Telecommunications Co (NASDAQ: SHEN) to Underperform from Market Perform. The downgrade came...
Via
Benzinga
Raymond James Downgrades Cerence To Market Perform From Outperform As It Falls Short Of Analyst Price Target
↗
July 07, 2021
Raymond James analyst Brian Gesuale downgraded Cerence Inc (NASDAQ: CRNC) to Market Perform from Outperform after the share price dropped from the firm's initial $...
Via
Benzinga
Raymond James Upgrades Sunnova Energy To Strong Buy, Still Sees 28% Upside
↗
July 07, 2021
Raymond James analyst Pavel Molchanov upgraded Sunnova Energy International Inc (NYSE: NOVA) to Strong Buy from Outperform. Molchanov reiterated the price target of $50...
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For July 7, 2021
↗
July 07, 2021
Upgrades According to Raymond James, the prior rating for Sunnova Energy International Inc (N...
Via
Benzinga
Why Passage Bio Shares Are Trading Higher Today
↗
July 01, 2021
Passage Bio (NASDAQ: PASG) shares are trading higher after Raymond James initiated coverage on the stock with an Outperform rating and announced a $29 price target. The firm said...
Via
Benzinga
Is NVIDIA Headed to $900? 3 Things to Know
↗
July 01, 2021
The growth opportunities are mounting for this leading chipmaker.
Via
The Motley Fool
Lisa Detanna Named to Barron’s 2021 Top 100 Women Financial Advisors
June 23, 2021
From
Raymond James Financial, Inc.
Via
Business Wire
Why The Nvidia Stock Price Forecast Is Off The Charts Right Now
↗
June 23, 2021
Analysts have aggressively raised their price targets for the high-speed computer chip manufacturer NVIDIA Corp.
Via
Talk Markets
Gitennes Closes Private Placement
June 23, 2021
Vancouver, B.C. - TheNewswire - June 23, 2021 - Gitennes Exploration Inc. ("Gitennes" or the "Company") – (TSXV:GIT) (OTC:GILXF) announces that, further to its news release of May 31, 2021, the Company...
Via
TheNewswire.com
Nvidia Stock Gets Lift From Improving Data Center Chip Sales
↗
June 22, 2021
Investment bank Raymond James on Tuesday reiterated its strong buy rating on Nvidia stock and raised its price target on reaccelerating data center sales.
Via
Investor's Business Daily
Why Shares of Finance of America Companies Are Rising Today
↗
June 15, 2021
An analyst recently upgraded the stock, which will also soon join the Russell 3000 Index.
Via
The Motley Fool
Up and Coming Bank Acquires Prestigious Legacy Brand, EF Hutton
↗
June 15, 2021
Photo by Anthony DELANOIX on Unsplash As 2021 rolls into the summer, banking, investing, and SPACs are heating up along with the temperature. Emerging investment banks have been...
Via
Benzinga
10 Biggest Price Target Changes For Tuesday
↗
June 15, 2021
Raymond James raised Nutrien Ltd. (NYSE: NTR) price target from $75 to $82. Nutrien shares fell 1.1% to trade at $63.05 on Tuesday. Credit Suisse lifted the price target on...
Via
Benzinga
Raymond James Upgrades Chipotle Mexican Grill After Menu Price Hike
↗
June 14, 2021
Chipotle Mexican Grill, Inc’s (NYSE: CMG) recent menu price hikes are likely “to stick,” lending significant upside to the consensus expectations for the back...
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For June 15, 2021
↗
June 15, 2021
Upgrades According to Raymond James, the prior rating for Welltower Inc (NYSE:WELL) was changed from Market Perform to Strong Buy. For the first quarter, Welltower had an...
Via
Benzinga
Coinbase gets first sell rating on competition concerns
↗
June 09, 2021
Raymond James analyst Patrick O'Shaughnessy launched coverage of Coinbase with a sell-equivalent rating, arguing that while cryptocurrency is
Via
Talk Markets
From bitcoin to bourbon, the Mid-South M&A Capital Connection caters to a variety of tastes
May 26, 2021
U of L President and Louisville Healthcare CEO Council exec open the conference; Day One programs explore ESG, Bitcoin and M&A
Via
EIN Presswire
Topics
Supply Chain
Redi2's BillFin™ Now Available on the Raymond James RIA & Custody Services Platform
May 25, 2021
Hosted fee billing solution helps advisors ensure that their billing practices can withstand regulatory scrutiny, in addition to enhancing their efficiency
Via
Newswire.com
10 Biggest Price Target Changes For Tuesday
↗
May 18, 2021
Deutsche Bank lowered the price target on The Walt Disney Company (NYSE: DIS) from $222 to $213. Disney shares fell 0.1% to $170.02 in pre-market trading. Raymond James reduced...
Via
Benzinga
Nation’s First 10 Financial Advisors Complete RIADAC Certificate in Blockchain and Digital Assets®
May 17, 2021
The RIA Digital Assets Council, in partnership with the New York Institute of Finance, is honored to recognize the nation’s first ten financial advisors to
Via
EIN Presswire
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