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Advantages of Our Bid Wanted System
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Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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Event Schedule
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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
)
910.55
-10.69 (-1.16%)
Official Closing Price
Updated: 7:00 PM EST, Jan 20, 2026
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Earnings To Watch: SiteOne (SITE) Reports Q1 Results Tomorrow
April 29, 2025
Agriculture products company SiteOne Landscape Supply (NYSE:SITE) will be reporting earnings tomorrow morning. Here’s what you need to know.
Via
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URI Q1 Earnings Call: Specialty Growth, Margin Pressures, and Steady Guidance
April 26, 2025
Equipment rental company United Rentals (NYSE:URI) reported Q1 CY2025 results exceeding the market’s revenue expectations, with sales up 6.7% year on year to $3.72 billion. The company expects the full...
Via
StockStory
Beyond The Numbers: 11 Analysts Discuss United Rentals Stock
↗
April 25, 2025
Via
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United Rentals (URI) Q1 2025 Earnings Call
↗
April 24, 2025
Via
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Topics
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Earnings Scheduled For April 23, 2025
↗
April 23, 2025
Via
Benzinga
Exploring the top movers within the S&P500 index during today's session.
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April 24, 2025
Wondering what's happening in today's session for the S&P500 index? Stay informed with the top movers within the S&P500 index on Thursday.
Via
Chartmill
United Rentals (URI) Stock Trades Up, Here Is Why
April 24, 2025
Shares of equipment rental company United Rentals (NYSE:URI) jumped 10.3% in the afternoon session after the company reported strong first-quarter 2025 results which beat analysts' expectations across...
Via
StockStory
Topics
Government
What's going on in today's session: S&P500 movers
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April 24, 2025
Get insights into the S&P500 index performance on Thursday. Explore the top gainers and losers within the S&P500 index in today's session.
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Chartmill
Wall Street Rally Extends Into Third Day: What's Driving Markets Thursday?
↗
April 24, 2025
U.S. equities are pushing higher for a third straight session, eyeing the longest winning streak since the Trump tariff announcement on April 2, as optimism over corporate earnings and easing trade...
Via
Benzinga
Topics
Government
World Trade
Texas Instruments Posts Better-Than-Expected Results, Joins Community Health Systems, Hasbro, ServiceNow, ResMed And Other Big Stocks Moving Higher On Thursday
↗
April 24, 2025
Via
Benzinga
United Rentals’s (NYSE:URI) Q1 Sales Beat Estimates
April 23, 2025
Equipment rental company United Rentals (NYSE:URI) reported revenue ahead of Wall Street’s expectations in Q1 CY2025, with sales up 6.7% year on year to $3.72 billion. The company expects the full...
Via
StockStory
Topics
Earnings
United Rentals Declares Quarterly Cash Dividend
April 23, 2025
From
United Rentals, Inc.
Via
Business Wire
United Rentals Announces First Quarter 2025 Results, Reaffirms Full-Year Guidance, and Introduces New $1.5 Billion Share Repurchase Program
April 23, 2025
From
United Rentals, Inc.
Via
Business Wire
Stocks Surge On China Tariff Hopes, Tesla Jumps, Gold Loses Shine: What's Driving Markets Wednesday?
↗
April 23, 2025
Risk-on sentiment dominated Wall Street on Wednesday, as upbeat earnings reports and conciliatory messages from the Trump administration helped lift investor confidence.
Via
Benzinga
Topics
Government
Which S&P500 stocks are gapping on Tuesday?
↗
April 22, 2025
Curious about the market action on Tuesday? Dive into the US markets to explore the gap up and gap down stocks in the S&P500 index during today's session.
Via
Chartmill
United Rentals (URI) Reports Earnings Tomorrow: What To Expect
April 22, 2025
Equipment rental company United Rentals (NYSE:URI) will be announcing earnings results tomorrow afternoon. Here’s what you need to know.
Via
StockStory
Topics
Artificial Intelligence
Specialty Equipment Distributors Stocks Q4 Highlights: Custom Truck One Source (NYSE:CTOS)
April 16, 2025
As the Q4 earnings season wraps, let’s dig into this quarter’s best and worst performers in the specialty equipment distributors industry, including Custom Truck One Source (NYSE:CTOS) and its peers.
Via
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Q4 Specialty Equipment Distributors Earnings Review: First Prize Goes to H&E Equipment Services (NASDAQ:HEES)
April 15, 2025
As the Q4 earnings season wraps, let’s dig into this quarter’s best and worst performers in the specialty equipment distributors industry, including H&E Equipment Services (NASDAQ:HEES) and its peers.
Via
StockStory
United Rentals, Inc. First Quarter 2025 Conference Call and Audio Webcast Thursday, April 24, 2025 at 8:30 a.m. (ET)
April 09, 2025
From
United Rentals, Inc.
Via
Business Wire
Specialty Equipment Distributors Stocks Q4 In Review: Alta (NYSE:ALTG) Vs Peers
April 07, 2025
As the Q4 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the specialty equipment distributors industry, including Alta (NYSE:ALTG) and its...
Via
StockStory
4 Industrials Stocks Whale Activity In Today's Session
↗
April 02, 2025
Via
Benzinga
Q4 Earnings Highlights: Richardson Electronics (NASDAQ:RELL) Vs The Rest Of The Specialty Equipment Distributors Stocks
April 01, 2025
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Richardson Electronics...
Via
StockStory
Reflecting On Specialty Equipment Distributors Stocks’ Q4 Earnings: Herc (NYSE:HRI)
March 31, 2025
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Herc (NYSE:HRI) and the rest of...
Via
StockStory
10 Industrials Stocks With Whale Alerts In Today's Session
↗
March 28, 2025
Via
Benzinga
Specialty Equipment Distributors Stocks Q4 In Review: Hudson Technologies (NASDAQ:HDSN) Vs Peers
March 28, 2025
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q4. Today, we are looking at specialty equipment distributors stocks,...
Via
StockStory
Firing on All Cylinders: United Rentals (NYSE:URI) Q4 Earnings Lead the Way
March 27, 2025
Wrapping up Q4 earnings, we look at the numbers and key takeaways for the specialty equipment distributors stocks, including United Rentals (NYSE:URI) and its peers.
Via
StockStory
Winners And Losers Of Q4: Karat Packaging (NASDAQ:KRT) Vs The Rest Of The Specialty Equipment Distributors Stocks
March 26, 2025
Earnings results often indicate what direction a company will take in the months ahead. With Q4 behind us, let’s have a look at Karat Packaging (NASDAQ:KRT) and its peers.
Via
StockStory
United Rentals Selected as One of America’s Best-Managed Companies
March 25, 2025
From
United Rentals, Inc.
Via
Business Wire
The Analyst Verdict: United Rentals In The Eyes Of 8 Experts
↗
March 21, 2025
Via
Benzinga
United Rentals (URI): Buy, Sell, or Hold Post Q4 Earnings?
March 20, 2025
Over the last six months, United Rentals’s shares have sunk to $629.21, producing a disappointing 19.7% loss while the S&P 500 was flat. This might have investors contemplating their next move.
Via
StockStory
Topics
Stocks
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