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home
about us
Investment Approach
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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
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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
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State Street Corp
(NY:
STT
)
133.01
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EST, Jan 5, 2026
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All News about State Street Corp
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Microsoft May Have Given Bitcoin Investments A Miss But A Large MSFT Stock Holder Is A Strong Crypto, Blockchain Advocate
↗
March 06, 2025
Microsoft Corp.’s (NASDAQ:MSFT) refusal to explore Bitcoin (CRYPTO: BTC) investments dampened the spirits of cryptocurrency enthusiasts who had hoped the tech behemoth's move would drive demand for the...
Via
Benzinga
IncomeWise™ Target Date Strategies to Become Available on Voya Platform; ABA Retirement Funds Program to Become First Adopter on the Platform
March 05, 2025
From
State Street Corporation
Via
Business Wire
State Street to Acquire Mizuho Financial Group’s Global Custody Business
February 28, 2025
From
State Street Corporation
Via
Business Wire
State Street Global Advisors Democratizes Access to Investment Grade Private Credit Markets with New ETF
February 27, 2025
From
State Street Corporation
Via
Business Wire
Peering Into State Street's Recent Short Interest
↗
February 18, 2025
Via
Benzinga
Prediction: This Artificial Intelligence (AI) Stock -- a 1,020% Gainer Since Its IPO -- Won't Split Its Stock in 2025. Here's Why
↗
February 27, 2025
Palantir stock is up by more than 1,000% in less than five years.
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
Snowflake Expands Microsoft, OpenAI Partnership: Will Include Other Prominent Models Like Anthropic's Claude, Meta's Llama, And DeepSeek
↗
February 27, 2025
Snowflake unveiled its deeper partnership with Microsoft Corp during its earnings call and introduced its new AI agent Cortex.
Via
Benzinga
Topics
Artificial Intelligence
Earnings
State Street to Speak at the RBC Global Financial Institutions Conference
February 26, 2025
From
State Street Corporation
Via
Business Wire
The Behemoth BlackRock’s Next Trillion Comes From Private Assets
February 25, 2025
BlackRock has $10.6 trillion in assets under management (AUM) making them the largest asset manager on the planet, and they are still scaling for more growth.
Via
MarketBeat
Topics
ETFs
A Glimpse Into The Expert Outlook On State Street Through 9 Analysts
↗
January 21, 2025
Via
Benzinga
State Street and SS&C Technologies Restructure International Financial Data Services (IFDS) Joint Venture in Luxembourg and Ireland
February 25, 2025
From
State Street Corporation
Via
Business Wire
Rep. Jake Auchincloss Has Sold Up to $50K Worth Of State Street Stock: Here's What You Should Know
↗
February 24, 2025
Via
Benzinga
STATE STREET CORP (NYSE:STT) showing some interesting technicals. Here's why.
↗
February 21, 2025
Interesting Technical Analysis finding for STATE STREET CORP (NYSE:STT): Indications Suggest NYSE:STT Could Be on the Verge of a Breakout.
Via
Chartmill
State Street Corporation Declares Dividends on its Common Stock and Non-Cumulative Perpetual Preferred Stock Series “G,” “I,” and “J”
February 20, 2025
From
State Street Corporation
Via
Business Wire
State Street, Citigroup, BNY Stocks Edge Higher On Crypto Custody Plans — But Retail Remains Unmoved
↗
February 14, 2025
State Street is reportedly planning to unveil its digital asset custody offering next year, while Bank of New York Mellon is expected to add support for more digital assets, in addition to its existing...
Via
Stocktwits
State Street Corporation Announces Issuance of Preferred Stock
February 06, 2025
From
State Street Corporation
Via
Business Wire
State Street to Speak at the UBS Financial Services Conference
February 04, 2025
From
State Street Corporation
Via
Business Wire
Sarah Salih Joins State Street as Head of North America Investment Services Business
January 23, 2025
From
State Street Corporation
Via
Business Wire
Happy Birthday S&P 500 SPY ETF! If You Invested $1,000 In SPY At Launch, Here's How Much You'd Have Today
↗
January 22, 2025
The SPDR S&P 500 ETF Trust is the oldest U.S. based ETF and largest by assets under management. A look back at the history on the ETF's birthday.
Via
Benzinga
Topics
ETFs
Stocks
State Street Corporation (NYSE: STT) Additional Q&A for 4Q and Full-Year Earnings Results
January 21, 2025
From
State Street Corporation
Via
Business Wire
BlackRock Breaks Records: Why the Stock Still Has Room to Run
January 21, 2025
The world's largest asset manager BlackRock continued to grow the amount of cash investors entrust with it, breaking records. It is poised for more growth.
Via
MarketBeat
State Street Corporation (NYSE: STT) to Host Additional Q&A for 4Q and Full-Year Earnings Results
January 17, 2025
From
State Street Corporation
Via
Business Wire
Nasdaq Surges Over 300 Points; State Street Earnings Top Views
↗
January 17, 2025
Via
Benzinga
Wall Street Roars Ahead Of Trump's Inauguration, Intel Rallies, Bitcoin Tops $105,000: What's Driving Markets Friday?
↗
January 17, 2025
Risk appetite surged on Wall Street at the end of the week, with investors ramping up stock purchases ahead of Monday's market closure for Martin Luther King Day, which is also when Donald Trump will...
Via
Benzinga
Topics
Government
State Street Stock Draws Eyeballs After Q4 Profit Beat: Retails Remains Bullish
↗
January 17, 2025
For 2025, the company forecasted a flat growth in NII, impacted by a continued decline in non-interest-bearing deposits. It also expects a 2% to 3% rise in annual expenses.
Via
Stocktwits
State Street Q4 Earnings: Fee Revenue Soars, CET1 Ratio Dips
↗
January 17, 2025
State Street stock drops despite Q4 earnings beat, with net interest income impacted by deposit mix shift and a lower CET1 ratio.
Via
Benzinga
Topics
Earnings
State Street Corporation (NYSE: STT) Reports Fourth-Quarter and Full-Year 2024 Financial Results
January 17, 2025
From
State Street Corporation
Via
Business Wire
US Stock Likely To Open Higher Ahead of Trump's Inaugration: All 11 Sectors To Report Growing Profits In 2025, Says Analyst
↗
January 17, 2025
U.S. stock futures were trading higher on Friday, recovering from the previous day's losses. Futures across all major indices showed gains.
Via
Benzinga
Topics
Government
SLB, J.B. Hunt Transport And 3 Stocks To Watch Heading Into Friday
↗
January 17, 2025
Via
Benzinga
Earnings Scheduled For January 17, 2025
↗
January 17, 2025
Via
Benzinga
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