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home
about us
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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
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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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United Rentals
(NY:
URI
)
737.22
+3.40 (+0.46%)
Official Closing Price
Updated: 7:00 PM EDT, Mar 13, 2026
Add to My Watchlist
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12 Analysts Assess United Rentals: What You Need To Know
↗
October 20, 2025
Via
Benzinga
Here's How Much You Would Have Made Owning United Rentals Stock In The Last 20 Years
↗
October 17, 2025
Via
Benzinga
Transcat Inc. Poised to Calibrate Growth Amidst Surging Infrastructure Investment
October 17, 2025
Transcat Inc. (NASDAQ: TRNS), a key player in accredited calibration services and the distribution of precision test and measurement instruments, is strategically positioned to capitalize on the...
Via
MarketMinute
Topics
Artificial Intelligence
Climate Change
Economy
Market Mavericks: Atmos Energy, United Rentals, and Alliant Energy Soar to All-Time Highs
October 14, 2025
In a remarkable display of market confidence and strategic execution, three prominent companies – Atmos Energy (NYSE: ATO), United Rentals (NYSE: URI), and Alliant Energy (NASDAQ: LNT) – have reached...
Via
MarketMinute
Topics
Economy
Energy
Retirement
United Rental Stock Gains Following Rating Upgrade From Bernstein, Analyst Sees Strong Upside From Rebounding Construction Spend
↗
September 23, 2025
Via
Stocktwits
Price Over Earnings Overview: United Rentals
↗
August 26, 2025
Via
Benzinga
ArcBest, United Rentals, Howmet, Matson, and Albany Shares Are Soaring, What You Need To Know
October 13, 2025
A number of stocks jumped in the afternoon session after a softened tone from President Donald Trump on U.S.-China relations boosted investor sentiment.
Via
StockStory
Topics
Economy
Government
Stocks
United Rentals, Inc. Third Quarter 2025 Conference Call and Audio Webcast Thursday, October 23, 2025 at 8:30 a.m. (ET)
October 08, 2025
From
United Rentals, Inc.
Via
Business Wire
Graphene Investments Liquidates Its $3.1 Million United Rentals Stake
↗
October 07, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
New England Research Dumps 5,293 Goldman Sachs Shares for $3.9 Million
↗
October 06, 2025
Via
The Motley Fool
How Do Investors Really Feel About United Rentals Inc?
↗
October 01, 2025
Via
Benzinga
Boston Scientific To Rally More Than 35%? Here Are 10 Top Analyst Forecasts For Wednesday
↗
October 01, 2025
Via
Benzinga
McGrath RentCorp Navigates Volatility Amidst Bearish Signals and Anticipated Q3 Earnings
September 27, 2025
San Francisco, CA – September 27, 2025 – McGrath RentCorp (NASDAQ: MGRC), a diversified business-to-business rental company, has experienced a challenging week, with its stock price facing downward...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Here's How Much You Would Have Made Owning United Rentals Stock In The Last 20 Years
↗
September 25, 2025
United Rentals (NYSE: URI) has outperformed the market over the past 20 years by 12.61% on an annualized basis producing an average annual return of 21.43%. Currently, United Rentals has a market...
Via
Benzinga
1 Profitable Stock to Consider Right Now and 2 Facing Challenges
September 24, 2025
Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.
Via
StockStory
Topics
Artificial Intelligence
Analyst Expectations For United Rentals's Future
↗
September 22, 2025
Via
Benzinga
2 Volatile Stocks on Our Watchlist and 1 We Find Risky
September 22, 2025
A highly volatile stock can deliver big gains - or just as easily wipe out a portfolio if things go south. While some investors embrace risk, mistakes can be costly for those who aren’t prepared.
Via
StockStory
Topics
Retirement
Up Over 35% in 2025: This "Boring" Stock Is Offering Exciting Returns for Investors
↗
September 16, 2025
It's one of the great investments of the past decade, and its value-creating formula can still work from here.
Via
The Motley Fool
Here's How Much $100 Invested In United Rentals 20 Years Ago Would Be Worth Today
↗
September 15, 2025
Via
Benzinga
Concrete Pumping, United Rentals, Simpson, Hudson Technologies, and Carlisle Stocks Trade Down, What You Need To Know
September 09, 2025
A number of stocks fell in the afternoon session after concerns about the health of the U.S. economy grew following a significant downward revision of job market data.
Via
StockStory
Topics
Economy
1 Cash-Producing Stock with Solid Fundamentals and 2 We Turn Down
September 09, 2025
Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.
Via
StockStory
2 S&P 500 Stocks on Our Watchlist and 1 We Brush Off
September 08, 2025
While the S&P 500 (^GSPC) includes industry leaders, not every stock in the index is a winner. Some companies are past their prime, weighed down by poor execution, weak financials, or structural...
Via
StockStory
Topics
Stocks
1 Unpopular Stock That Deserves Some Love and 2 We Find Risky
September 04, 2025
Wall Street has issued downbeat forecasts for the stocks in this article. These predictions are rare - financial institutions typically hesitate to say bad things about a company because it can...
Via
StockStory
$1000 Invested In This Stock 15 Years Ago Would Be Worth This Much Today
↗
September 03, 2025
Via
Benzinga
A Glimpse Into The Expert Outlook On United Rentals Through 9 Analysts
↗
August 29, 2025
Via
Benzinga
United Rentals Expands Digital Platform with Smart Suggestions and Equipment Fit Augmented Reality Capabilities
August 28, 2025
From
United Rentals, Inc.
Via
Business Wire
Economic Barometers: FOMC Minutes and Housing Data Send Mixed Signals to Markets
August 20, 2025
The financial markets are currently navigating a complex landscape, shaped by the latest releases of crucial economic indicators. The recently unveiled Federal Open Market Committee (FOMC) meeting...
Via
MarketMinute
Topics
Bonds
Credit Cards
Economy
Saia, United Rentals, Herc, Construction Partners, and Energy Recovery Shares Are Soaring, What You Need To Know
August 12, 2025
A number of stocks jumped in the morning session after an in-line inflation report fueled hopes for interest rate cuts and the U.S. and China agreed to extend their tariff truce. The Consumer Price...
Via
StockStory
Topics
Economy
World Trade
Q2 Earnings Highs And Lows: United Rentals (NYSE:URI) Vs The Rest Of The Specialty Equipment Distributors Stocks
August 11, 2025
Let’s dig into the relative performance of United Rentals (NYSE:URI) and its peers as we unravel the now-completed Q2 specialty equipment distributors earnings season.
Via
StockStory
3 Large-Cap Stocks with Solid Fundamentals
August 11, 2025
Large-cap stocks usually command their industries because they have the scale to drive market trends. The flip side though is that their sheer size can limit growth as expanding further becomes an...
Via
StockStory
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