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home
about us
Investment Approach
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Team Biographies
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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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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State Street Corp
(NY:
STT
)
126.56
+3.14 (+2.54%)
Official Closing Price
Updated: 7:00 PM EDT, Mar 31, 2026
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State Street Global Advisors Launches Three SPDR® ETFs to Enhance ESG Portfolio Construction
January 11, 2022
From
State Street Corporation
Via
Business Wire
ContextLogic Can Still Rebound, but Don’t Buy WISH Stock Just Yet
↗
January 05, 2022
ContextLogic continues to undertake very good strategies, and WISH stock may become a buy in the second half of the year.
Via
InvestorPlace
State Street Corporation Announces Date for Release of Fourth-Quarter and Full-Year 2021 Financial Results and Conference Call Webcast
January 04, 2022
From
State Street Corporation
Via
Business Wire
Expert Ratings For State Street
↗
December 06, 2021
State Street (NYSE:STT) has observed the following analyst ratings within the ...
Via
Benzinga
Best American regional banks to buy for dividend income
↗
November 23, 2021
Here are three names to consider for dividend income in a sector often marginalized by investors.
Via
Talk Markets
Expert Ratings For State Street
↗
October 20, 2021
Over the past 3 months, 8 analysts have published their opinion on State Street (NYSE:
Via
Benzinga
83 Firms going Ex-Dividend next week, including Cardinal Health, Ventas and Total Energies
↗
December 29, 2021
Ex-dividend dates are important to dividend investors because one must own a stock prior to its ex-dividend date in order to be eligible to receive its next dividend.
Via
Talk Markets
APPS Stock Alert: 7 Things to Know About the Google Deal Goosing Digital Turbine Shares Today
↗
December 28, 2021
Under a new deal, which is significantly lifting APPS stock, Digital Turbine will support nearly 1 billion Android devices worldwide.
Via
InvestorPlace
State Street and LSEG Expand Relationship
December 20, 2021
From
State Street Corporation
Via
Business Wire
Cramer Gives His Opinion On Fiverr, State Street And More
↗
December 17, 2021
On CNBC’s "Mad Money Lightning Round," Jim Cramer said although he likes State Street Corporation...
Via
Benzinga
State Street Corporation Declares Fourth-Quarter Dividend on Its Common Stock
December 16, 2021
From
State Street Corporation
Via
Business Wire
State Street Survey Finds Private Markets to Experience Significant Momentum in the Next Three to Five Years
December 16, 2021
From
State Street Corporation
Via
Business Wire
Fintech Focus For December 9, 2021
↗
December 08, 2021
One Big Thing In Fintech: With a goal of bringing DeFi technology to the masses, WonderFi has teamed up with Animal Capital to launch Money Goals. The Money Goals initiative will...
Via
Benzinga
BlackRock Strengthens ETF Operating Platform by Diversifying Post-Trade Service Providers
December 07, 2021
From
BlackRock
Via
Business Wire
recession in 2022?
↗
December 06, 2021
China has cut its reserve requirement for lending by 50% giving a $188 bn boost to its market.
Via
Talk Markets
Topics
Economy
Fintech Focus For December 7, 2021
↗
December 06, 2021
One Big Thing In Fintech: State Street Corporation (NYSE: STT), in collaboration with Vanguard and Symbiont, announced today that the firms have jointly completed the margin...
Via
Benzinga
State Street Digital, Vanguard and Symbiont Complete First Live Trade for Foreign Exchange Forward Contracts Leveraging Revolutionary Blockchain Technology and Smart Contracts
December 06, 2021
From
State Street Corporation
Via
Business Wire
Federated Hermes’ Equity Strategies Now Live on Charles River® Investment Management Solution on Microsoft® Azure
November 30, 2021
From
Charles River Development, a State Street Company
Via
Business Wire
State Street Global Advisors and the University of California Innovate on Retirement Income Strategy with Launch to Participants
November 29, 2021
From
State Street Corporation
Via
Business Wire
State Street Collateral+ Delivers New Analytics and Optimization Capabilities in Partnership with Cassini Systems
November 22, 2021
From
State Street Corporation
Via
Business Wire
State Street Hires Veteran-Owned Firms to Underwrite 2027 Senior Notes Offering
November 19, 2021
From
State Street Corporation
Via
Business Wire
State Street Alpha℠ Announces Strategic Partnership with RIMES to Enhance Index and Benchmark Services
November 18, 2021
From
State Street Corporation
Via
Business Wire
State Street Announces Partnerships with MIT’s Antionette Schoar, Harvard’s Robin Greenwood to Advance Cryptocurrency and Macroeconomic Research Initiatives
November 17, 2021
From
State Street Corporation
Via
Business Wire
State Street Global Advisors Introduces I&D Focused Share Class within Cash Management Suite
November 15, 2021
From
State Street Corporation
Via
Business Wire
State Street Announces Chairman & Chief Executive Officer and Chief Financial Officer to Participate in the Goldman Sachs 2021 US Financial Services Conference
November 12, 2021
From
State Street Corporation
Via
Business Wire
Charles River® IMS Integrates with MTS BondsPro ATS, Enabling All-to-All Access Across Global Fixed Income Markets
November 10, 2021
From
Charles River Development, a State Street Company
Via
Business Wire
Charles River® Appoints Caroline O’Shaughnessy as New EMEA Head
November 01, 2021
From
Charles River Development, a State Street Company
Via
Business Wire
State Street To Appoint Brad Hu to Chief Risk Officer
October 25, 2021
From
State Street Corporation
Via
Business Wire
State Street Announces Chief Financial Officer to Participate in the BancAnalysts Association of Boston Conference
October 21, 2021
From
State Street Corporation
Via
Business Wire
State Street Corporation Declares Dividends on Its Non-Cumulative Perpetual Preferred Stock Series “D”, “F”, “G” and “H”
October 20, 2021
From
State Street Corporation
Via
Business Wire
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