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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
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TAF
Event Schedule
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MVS
Event Schedule
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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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United Rentals
(NY:
URI
)
809.60
-33.33 (-3.95%)
Official Closing Price
Updated: 7:00 PM EST, Mar 6, 2026
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Diversify Your Investment Portfolio With YieldStreet's Newest Offering For Low-Risk Exposure To Individual S&P 500 Stocks
↗
January 28, 2022
Alternative investment platform YieldStreet just announced a new offering that gives investors the opportunity to get low-risk exposure to price movement of three of some of the...
Via
Benzinga
National Safety Council Recognizes United Rentals CEO, Matt Flannery, on its “2022 CEOs Who ‘Get It’” List
January 28, 2022
From
United Rentals, Inc.
Via
Business Wire
United Rentals Earnings Perspective: Return On Invested Capital
↗
January 27, 2022
According to Benzinga Pro, during Q4, United Rentals (NYSE:URI) earned $481.00 million, a 17.6% increase from the preceding quarter. United Rentals also posted a total of $2.78...
Via
Benzinga
United Rentals: Q4 Earnings Insights
↗
January 26, 2022
United Rentals (NYSE:URI) reported its Q4 earnings results on Wednesday, January 26, 2022 at 04:00 PM. Here's what investors need to know about the announcement. Earnings...
Via
Benzinga
United Rentals Announces Record Fourth Quarter Results, Introduces 2022 Outlook and Announces New $1 Billion Share Repurchase Program
January 26, 2022
From
United Rentals, Inc.
Via
Business Wire
Where United Rentals Stands With Analysts
↗
January 13, 2022
Within the last quarter, United Rentals (NYSE:URI) has observed the following ...
Via
Benzinga
Where United Rentals Stands With Analysts
↗
December 21, 2021
United Rentals (NYSE:URI) has observed the following analyst ratings within th...
Via
Benzinga
United Rentals, CAT Earnings On Tap As The Dow Rebounds After Wild Swings
↗
January 26, 2022
The construction market got a jolt after Congress passed the infrastructure bill. Analysts see CAT, United Rentals posting rising earnings and revenue.
Via
Investor's Business Daily
Preview: United Rentals's Earnings
↗
January 25, 2022
United Rentals (NYSE:URI) is set to give its latest quarterly earnings report on Wednesday, 2022-01-26. Here's what investors need to know before the announcement. Analysts...
Via
Benzinga
Barclays Bumps Up Price Target For Several Machinery Stocks
↗
January 13, 2022
Barclays analyst Adam Seiden updated the price target for several Machinery stocks. Seiden recommends stay...
Via
Benzinga
United Rentals, Inc. Fourth Quarter and Full Year 2021 Conference Call and Audio Webcast
January 12, 2022
From
United Rentals, Inc.
Via
Business Wire
CNBC's Final Trades: UnitedHealth, United Rentals, Cisco Systems And This Semiconductor Stock
↗
December 28, 2021
On CNBC’s “Halftime Report Fina...
Via
Benzinga
Earnings Scheduled For January 26, 2022
↗
January 26, 2022
Companies Reporting Before The Bell • Blue Foundry (NASDAQ:BLFY) is projected to report earnings for its fourth quarter. • First BanCorp (NYSE:FBP) is likely to...
Via
Benzinga
What 7 Analyst Ratings Have To Say About United Rentals
↗
December 21, 2021
United Rentals (NYSE:URI) has observed the following analyst ratings within th...
Via
Benzinga
Baird Downgrades Herc, United Rentals; Cuts Price Target
↗
December 21, 2021
Baird analyst Mircea Dobre downgraded Herc Holdings Inc (NYSE:
Via
Benzinga
10 Biggest Price Target Changes For Tuesday
↗
December 21, 2021
B of A Securities lifted the price target on Micron Technology, Inc. (NASDAQ:
Via
Benzinga
10 Industrials Stocks Moving In Monday's After-Market Session
↗
December 20, 2021
Gainers Manitex International (NASDAQ:MNTX
Via
Benzinga
Deutsche Bank Cuts Price Target For Several Industrial Stocks
↗
December 10, 2021
Deutsche Bank analyst Nicole DeBlase Lowered the price target for several multi-industry sector compani...
Via
Benzinga
United Rentals Named One of America’s Most Responsible Companies by Newsweek
December 09, 2021
From
United Rentals, Inc.
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For December 9, 2021
↗
December 09, 2021
Upgrades According to BMO Capital, the prior rating for Nuvei Corp (NASDAQ:
Via
Benzinga
9 Industrials Stocks Moving In Wednesday's After-Market Session
↗
December 01, 2021
Gainers China Recycling Energy (NASDAQ:CREG
Via
Benzinga
United Rentals Recognized for its Commitment to Hiring and Retaining Veterans
November 17, 2021
From
United Rentals, Inc.
Via
Business Wire
3 Stocks That Could Win Big Under Biden's Infrastructure Bill
↗
November 13, 2021
These stocks should benefit as the infrastructure bill becomes law.
Via
The Motley Fool
Topics
Economy
Infrastructure Bill: CAT Lifts Dow Jones; VMC, STLD, X, FCX Stock Near Buy Points
↗
November 08, 2021
The infrastructure bill passing fueled CAT stock and lifted VMC, STLD and X stock, among others, near buy range.
Via
Investor's Business Daily
Topics
Stocks
United Rentals Stock Strength Rating Rises To Near-Best 96; 5 Quarters Of Accelerating Growth
↗
November 01, 2021
The new score indicates United Rentals stock is now outperforming 96% of all stocks in terms of the most important stock-picking criteria.
Via
Investor's Business Daily
10 Biggest Price Target Changes For Friday
↗
October 29, 2021
Oppenheimer boosted the price target on Apple Inc. (NASDAQ:A...
Via
Benzinga
United Rentals, Inc (URI) Q3 2021 Earnings Call Transcript
↗
October 28, 2021
URI earnings call for the period ending September 30, 2021.
Via
The Motley Fool
Topics
Earnings
10 Industrials Stocks Moving In Thursday's After-Market Session
↗
October 28, 2021
Gainers Broadwind (NASDAQ:
Via
Benzinga
United Rentals: Q3 Earnings Insights
↗
October 27, 2021
United Rentals (NYSE:URI) reported its Q3 earnings results on Wednesday, October 27, 2021 at 04:00 PM. Here's what investors need to know about the announcement. Earnings...
Via
Benzinga
United Rentals Announces Third Quarter 2021 Results and Raises Full-Year Guidance
October 27, 2021
From
United Rentals, Inc.
Via
Business Wire
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