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home
about us
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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
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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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EVENTS
FIP
Event Schedule
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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
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Raymond James Financial, Inc. Common Stock
(NY:
RJF
)
144.79
+0.54 (+0.37%)
Streaming Delayed Price
Updated: 7:00 PM EDT, Mar 31, 2026
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Lisa Detanna and Raymond James Named to Cedars-Sinai “2020 Donor Honor Roll”
April 29, 2021
From
Raymond James & Associates, Inc.
Via
Business Wire
Raymond James Financial Inc (RJF) Q2 2021 Earnings Call Transcript
↗
April 29, 2021
RJF earnings call for the period ending March 31, 2021.
Via
The Motley Fool
Topics
Earnings
Sunset Music Festival Memorial Day Weekend 2021- SMF Promo Code
April 27, 2021
What is the Sunset Music Festival? One of the largest music festivals in the world What is the SMF Promo Code? The SMF Promo Code is "Nocturnalsd".
Via
EIN Presswire
Exploits Discovery Announces $4.1 Million Investment by Strategic Investor Eric Sprott
April 27, 2021
Vancouver, British Columbia - TheNewswire - April 27th, 2021 - Exploits Discovery Corp. (“Exploits” or the “Company”) (CNSX:NFLD.CN) (OTC:NFLDF) (FSE:634-FF) is pleased to announce a non-brokered...
Via
TheNewswire.com
Stocks That Hit 52-Week Highs On Monday
↗
May 10, 2021
This morning 792 companies reached new 52-week highs. Points of Interest: JPMorgan Chase (NYSE: JPM) was the largest company by market cap to set a new 52-week high. The...
Via
Benzinga
Activision Blizzard Has Yellow Brick Road With Key Franchises Launching As Mobile Games
↗
May 05, 2021
Analysts react to the first-quarter earnings from Activision Blizzard (NASDAQ: ATVI) on Tuesday night. The Activision Blizzard Analysts: Raymond James analyst Andrew Marok...
Via
Benzinga
10 Biggest Price Target Changes For Wednesday
↗
May 05, 2021
Raymond James lifted the price target on CVS Health Corporation (NYSE: CVS) from $90 to $95. CVS Health shares rose 0.2% to $81.26 in pre-market trading. Morgan Stanley boosted...
Via
Benzinga
CORRECTING and REPLACING Lisa Detanna and Raymond James Donates to Cedars-Sinai for COVID Relief
April 30, 2021
From
Raymond James & Associates, Inc.
Via
Business Wire
Exploits Discovery Announces Closing of $4.1 Million Investment Including Strategic Investor Eric Sprott
April 30, 2021
Vancouver, British Columbia - TheNewswire - April 30th, 2021 - Exploits Discovery Corp. (“Exploits” or the “Company”) (CSE:NFLD) (CNSX:NFLD.CN) (OTC:NFLDF) (FSE:634-FF) is pleased to announce the...
Via
TheNewswire.com
Why Fastly Stock Fell Today
↗
April 28, 2021
An analyst's downgrade caused some investors to dump Fastly's shares.
Via
The Motley Fool
Earnings Scheduled For April 28, 2021
↗
April 28, 2021
Companies Reporting Before The Bell • M/I Homes (NYSE:MHO) is likely to report quarterly earnings at $1.51 per share on revenue of $758.77 million. • Melco...
Via
Benzinga
Lisa Detanna Supports Barron’s in Education Connects Students and Professionals, Enhancing Financial Proficiency
April 26, 2021
From
Raymond James & Associates, Inc.
Via
Business Wire
Honoring the 2021 Top 50 Employee Resource Groups at the National Diversity & Leadership Conference
April 26, 2021
SOURCE: National Diversity Council
Via
3BL Media
Forget the Sell-Off -- Wall Street Wants You to Buy AMD Stock
↗
April 22, 2021
Advanced Micro Devices' competitive strengths can send the stock higher.
Via
The Motley Fool
Why Clean Energy Fuels Stock Dropped 22.1% Today
↗
April 20, 2021
Warrants given to Amazon as part of a supply deal have investors thinking twice about Clean Energy Fuels stock.
Via
The Motley Fool
10 Biggest Price Target Changes For Monday
↗
April 19, 2021
Raymond James lifted the price target on Kansas City Southern (NYSE: KSU) from $255 to $286. Kansas City Southern shares fell 0.4% to close at $257.51 on Friday. Telsey Advisory...
Via
Benzinga
Raymond James Analyst Says Forget Intel, Buy NVIDIA and AMD Instead
↗
April 16, 2021
There are better opportunities ahead for Intel's competitors.
Via
The Motley Fool
Why NVIDIA Stock Popped Today
↗
April 15, 2021
Wall Street is excited about the semiconductor titan's growth prospects.
Via
The Motley Fool
Why AMD Stock Popped Today
↗
April 15, 2021
Two Wall Street heavyweights line up behind AMD.
Via
The Motley Fool
10 Biggest Price Target Changes For Thursday
↗
April 15, 2021
Raymond James lifted NVIDIA Corporation (NASDAQ: NVDA) price target from $700 to $750. NVIDIA shares rose 1.9% to $622.39 in pre-market trading. Barclays raised the price target...
Via
Benzinga
Capitol Securities Welcomes E.B. Bartlett to our Wilmington, North Carolina Regional Office
April 12, 2021
E.B. joins Capitol Securities Management, Inc from Merrill Lynch where he was a Senior Financial Advisor for 7 years.
Via
EIN Presswire
Topics
Retirement
Stocks That Hit 52-Week Highs On Wednesday
↗
April 14, 2021
During Wednesday's morning session, 226 stocks hit new 52-week highs. Noteables: The largest company by market cap to set a new 52-week high was NVIDIA (NASDAQ:...
Via
Benzinga
Why Jim Cramer Is Doubling Down On Chipotle Mexican Grill Stock
↗
April 12, 2021
Chipotle Mexican Grill Inc (NYSE: CMG) hit a new 52-week high after JPMorgan raised its price target and Raymond James upgraded the company Monday. JPMorgan analyst John...
Via
Benzinga
Lisa Detanna Hosts Barron’s in Education Interactive Session at UCLA School of Business
April 07, 2021
From
Raymond James & Associates
Via
Business Wire
Honoring The 2021 Top 100 Diversity Officers at The National Diversity & Leadership Conference
April 01, 2021
SOURCE: National Diversity Council
Via
3BL Media
Topics
Economy
Stocks
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