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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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
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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Franklin Resources
(NY:
BEN
)
35.01
-0.02 (-0.06%)
Official Closing Price
Updated: 4:10 PM EDT, Aug 26, 2026
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Saronic Could Build Us a Robot Navy
↗
April 20, 2026
This private builder of robot warships is worth more than $9 billion already.
Via
The Motley Fool
BlackRock Shatters Records in Q1 2026: Earnings Beat and Revenue Surge Signal Asset Management Dominance
April 15, 2026
NEW YORK — BlackRock Inc. (NYSE: BLK) kicked off the first-quarter earnings season for the financial sector with a resounding performance that exceeded even the most optimistic Wall Street projections....
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
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BlackRock’s Q1 2026 Earnings: A Masterclass in the "Solutions Era" of Asset Management
April 14, 2026
In a definitive showing of market dominance, BlackRock, Inc. (NYSE:BLK) reported a massive first-quarter earnings beat for 2026, fueled by a record-breaking surge in its exchange-traded fund (ETF)...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Earnings
Franklin Resources Signals Active Management Resurgence as March AUM Hits Multi-Year Highs
April 13, 2026
Franklin Resources (NYSE: BEN), the global investment management firm operating as Franklin Templeton, released its preliminary month-end assets under management (AUM) data for March 2026 today,...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
3 Value Stocks We’re Skeptical Of
April 13, 2026
Value stocks typically trade at discounts to the broader market, offering patient investors the opportunity to buy businesses when they’re out of favor. The ...
Via
StockStory
Topics
Supply Chain
What to Expect From Franklin Resources' Q2 2026 Earnings Report
April 10, 2026
Franklin Resources is expected to announce its second-quarter results this month, and analysts are projecting a double-digit rise in its EPS
Via
Barchart.com
Topics
ETFs
3 Stocks Under $50 We Think Twice About
April 10, 2026
Stocks trading between $10 and $50 can be particularly interesting as they frequently represent businesses that have survived their early challenges. However...
Via
StockStory
Franklin Templeton’s 2026 Workplace Survey Finds Employers and Workers Aligned on Pay and Retirement but Communication Gap Undermines Confidence
April 09, 2026
From
Franklin Templeton
Via
Business Wire
Fiduciary Trust International Continues to Expand Nationwide Presence, Adding Portfolio Managers in Three Northeast Offices
April 08, 2026
From
Fiduciary Trust International
Via
Business Wire
Franklin Resources, Inc. Announces Preliminary Month-End Assets Under Management
April 06, 2026
From
Franklin Resources, Inc.
Via
Business Wire
Franklin Resources, Inc. to Announce Second Quarter Results on April 28, 2026
April 02, 2026
From
Franklin Resources, Inc.
Via
Business Wire
Franklin Templeton Agrees to Acquire Liquid Strategies from CoinFund Spinoff, Launches Franklin Crypto
April 01, 2026
From
Franklin Resources, Inc.
Via
Business Wire
Franklin Templeton Strengthens Global Client Group Leadership with Key Appointments
March 31, 2026
From
Franklin Templeton
Via
Business Wire
Franklin Templeton Is Bringing Its ETFs Tracking Stocks, Gold On-Chain For The First Time
↗
March 26, 2026
Ondo Finance (CRYPTO: ONDO) said on Wednesday it has partnered with Franklin Templeton to tokenize the asset manager’s exchange-traded funds.
Via
Benzinga
Topics
ETFs
Franklin Templeton Says XRP Will Boom When Companies Actually Start Using It
↗
March 23, 2026
XRP (CRYPTO: XRP) institutional adoption hinges on companies actually using the network to solve business problems, with Franklin Templeton’s
Via
Benzinga
Is Franklin Resources Stock Outperforming the Nasdaq?
March 21, 2026
While Franklin Resources has outperformed the Nasdaq recently, analysts remain cautious about the stock’s prospects.
Via
Barchart.com
Topics
ETFs
Stocks
The Active Management Renaissance: A Deep Dive into Janus Henderson Group (JHG)
March 20, 2026
As of today, March 20, 2026, the global asset management landscape is witnessing one of its most significant consolidations in a decade. At the center of this storm is Janus Henderson Group plc (NYSE:...
Via
Finterra
Topics
ETFs
Regulatory Compliance
Crypto News: Pepeto Announces DeFi Tools Update While XRP Price Prediction targets $50 and Trump GENIUS Act Reshapes the Market
March 18, 2026
Pepeto just delivered a major DeFi exchange tools update and the numbers reflect the seriousness of the project. Over $8.175
Via
First Publisher
Topics
ETFs
Government
Regulatory Compliance
3 Financials Stocks That Concern Us
March 16, 2026
Financial providers use their expertise in capital allocation and risk assessment to help facilitate economic growth while offering consumers and businesses ...
Via
StockStory
Topics
Economy
Lazard, TPG, Carlyle, Invesco, and Franklin Resources Shares Plummet, What You Need To Know
March 12, 2026
What Happened? A number of stocks fell in the afternoon session after investors raised concerns over the stability of the private credit market, following a ...
Via
StockStory
Topics
Economy
Franklin Templeton Expands Award-Winning Retirement Advantage Target Date Series
March 12, 2026
From
Franklin Templeton
Via
Business Wire
1 S&P 500 Stock for Long-Term Investors and 2 Facing Challenges
March 11, 2026
The S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability. But not all ...
Via
StockStory
Topics
Artificial Intelligence
Stocks
Top S&P500 movers in Monday's session
↗
March 09, 2026
Via
Chartmill
A Look Into Franklin Resources Inc's Price Over Earnings
↗
March 09, 2026
Via
Benzinga
Perella Weinberg, Franklin Resources, Moelis, Lazard, and PROG Shares Plummet, What You Need To Know
March 09, 2026
What Happened? A number of stocks fell in the morning session after rising geopolitical tensions in the Middle East triggered a significant spike in crude oi...
Via
StockStory
Topics
Economy
Monday's session: gap up and gap down stock in the S&P500 index
↗
March 09, 2026
Via
Chartmill
Hamilton Lane, Franklin Resources, Federated Hermes, Artisan Partners, and OneMain Shares Are Falling, What You Need To Know
March 06, 2026
Via
StockStory
Topics
Economy
Utexo Raises $7.5M Led by Tether to Launch Native USDT Settlements on Bitcoin
March 06, 2026
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
Via
NewMediaWire
Utexo Raises $7.5M Led by Tether to Launch Native USDT Settlements on Bitcoin
March 06, 2026
Utexo Makes Bitcoin-Native Stablecoin Settlement Practical, Predictable, and Easy to Integrate
Via
TheNewswire.com
Franklin Resources, Inc. Announces Preliminary Month-End Assets Under Management
March 04, 2026
From
Franklin Resources, Inc.
Via
Business Wire
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