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Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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Investing During Uncertain Times
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
)
133.01
+3.94 (+3.05%)
Official Closing Price
Updated: 7:00 PM EST, Jan 5, 2026
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Gold Shines Brighter Than Ever: A Deep Dive into its Record-Breaking Rally
September 22, 2025
Gold prices have shattered all previous records in 2025, with spot gold reaching unprecedented highs of approximately $3,728 to $3,731 per troy ounce as of September 22, 2025. This historic surge marks...
Via
MarketMinute
Topics
Bonds
ETFs
Economy
STATE STREET CORP (NYSE:STT) Shows Technical Strength and Consolidation Pattern Ahead of Potential Breakout
↗
September 22, 2025
STATE STREET CORP (STT) shows strong technical momentum with an 8/10 rating and a high-quality 9/10 consolidation setup, suggesting a potential breakout above $115.83 resistance.
Via
Chartmill
State Street Investment Management Expands Actively Managed Target Maturity ETFs Suite
September 17, 2025
From
State Street Corporation
Via
Business Wire
P/E Ratio Insights for State Street
↗
September 15, 2025
Via
Benzinga
Why Is State Street Stock Gaining In Premarket Trading?
↗
September 05, 2025
Via
Stocktwits
Where State Street Stands With Analysts
↗
August 14, 2025
Via
Benzinga
State Street Elects Brian Porter to its Board of Directors
September 17, 2025
From
State Street Corporation
Via
Business Wire
Rex-Osprey Unveils First U.S. Dogecoin ETF, Paving Uncharted Regulatory Waters
September 16, 2025
In a groundbreaking move set to redefine the landscape of cryptocurrency investments, Rex-Osprey has officially launched the first U.S.-listed Dogecoin Exchange-Traded Fund (ETF) under the ticker DOJE....
Via
MarketMinute
Topics
Derivatives
ETFs
Economy
State Street Corporation (NYSE: STT) Announces Date for Release of Third-Quarter 2025 Financial Results and Conference Call Webcast
September 16, 2025
From
State Street Corporation
Via
Business Wire
What Does the Market Think About State Street?
↗
July 24, 2025
Via
Benzinga
State Street Investment Management and WNBA Announce Multi-Year Partnership
September 16, 2025
From
State Street Corporation
Via
Business Wire
State Street’s Fund Connect ETF Executes First Application Programming Interface (API) Order in Australian-Domiciled ETF
September 15, 2025
From
State Street Corporation
Via
Business Wire
State Street Investment Management Announces New ETF, Furthering Convergence of Public and Private Credit Markets
September 10, 2025
From
State Street Corporation
Via
Business Wire
The Analyst Verdict: State Street In The Eyes Of 10 Experts
↗
September 05, 2025
Via
Benzinga
This State Street Analyst Turns Bullish; Here Are Top 4 Upgrades For Friday
↗
September 05, 2025
Via
Benzinga
State Street Corporation and Apex Fintech Solutions Announce Strategic Partnership to Address Growing Global Wealth Market Opportunity
September 03, 2025
From
State Street Corporation
Via
Business Wire
3 Financials Stocks Walking a Fine Line
September 02, 2025
Financial firms serve as the backbone of the economy, providing essential services from lending and investment management to risk management and payment processing. Furthermore, supportive sentiment...
Via
StockStory
Topics
Economy
Stocks
State Street to Provide Range of Investment Services for Columbia Threadneedle for $431 Billion in Assets
August 29, 2025
From
State Street Corporation
Via
Business Wire
State Street to Speak at the Barclays Global Financial Services Conference
August 28, 2025
From
State Street Corporation
Via
Business Wire
Recent Report Shows That Rep. Jake Auchincloss Sold Up to $50K Worth of State Street Stock
↗
August 28, 2025
Via
Benzinga
What's Driving the Market Sentiment Around State Street?
↗
August 25, 2025
Via
Benzinga
3 Cash-Heavy Stocks We Keep Off Our Radar
August 25, 2025
A surplus of cash can mean financial stability, but it can also indicate a reluctance (or inability) to invest in growth. Some of these companies also face challenges like stagnating revenue, declining...
Via
StockStory
State Street Becomes First Third-Party Custodian to Launch on J.P. Morgan’s Digital Debt Service, Bringing Blockchain-Based Debt Securities Custody to Institutional Clients
August 21, 2025
From
State Street Corporation
Via
Business Wire
Q2 Earnings Highs And Lows: State Street (NYSE:STT) Vs The Rest Of The Custody Bank Stocks
August 19, 2025
Let’s dig into the relative performance of State Street (NYSE:STT) and its peers as we unravel the now-completed Q2 custody bank earnings season.
Via
StockStory
Topics
Retirement
State Street Highlights Record ETF Growth and Servicing Momentum in 2025 Midyear Megatrends Report
August 13, 2025
From
State Street Corporation
Via
Business Wire
Why State Street's Options Volume Just Sent a Bullish Signal
↗
August 01, 2025
Via
MarketBeat
State Street Investment Management Debuts Select Sector SPDR® Premium Income ETF Suite
July 30, 2025
From
State Street Corporation
Via
Business Wire
Should You Buy Ares Capital Stock While It's Below $25?
↗
July 24, 2025
Via
The Motley Fool
JPMorgan Chase Shakes Up Quantum Computing Division, Recruits State Street's Rob Otter As Marco Pistoia, Charles Lim Exit
↗
July 22, 2025
JPMorgan Chase has appointed a former State Street executive to lead its internal research group, responsible for quantum computing.
Via
Benzinga
Iron Mountain Down 23% From Its 1-Year High—Is It Undervalued?
↗
July 21, 2025
The REIT is down 23% from its one-year high. According to its fundamentals and institutional ownership, the stock is worthy of your consideration.
Via
MarketBeat
Topics
Economy
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