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home
about us
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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
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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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Raymond James Financial, Inc. Common Stock
(NY:
RJF
)
144.79
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EDT, Mar 31, 2026
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Why Hub Group (HUBG) Stock Is Up Today
October 14, 2025
Shares of logistics solutions provider Hub Group (NASDAQ:HUBG) jumped 2.6% in the afternoon session after Raymond James upgraded the stock's rating to 'Outperform' from 'Market Perform' and set a new...
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Raymond James Acquires GreensLedge to Strengthen Capital Markets and Advisory Platform
October 14, 2025
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1 Large-Cap Stock with Impressive Fundamentals and 2 We Ignore
October 14, 2025
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October 13, 2025
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Raymond James Welcomes New $261 Million Program with First National Bank of Sparta
October 13, 2025
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October 10, 2025
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Raymond James Welcomes San Diego Advisor Group Managing $1.1 Billion in Assets
October 09, 2025
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Why e.l.f. Beauty (ELF) Stock Is Up Today
October 08, 2025
Shares of cosmetics company e.l.f. Beauty (NYSE:ELF) jumped 2.3% in the morning session after Morgan Stanley raised its price target on the stock, citing the strong performance and potential of the...
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Reflecting On Investment Banking & Brokerage Stocks’ Q2 Earnings: Raymond James (NYSE:RJF)
October 07, 2025
Looking back on investment banking & brokerage stocks’ Q2 earnings, we examine this quarter’s best and worst performers, including Raymond James (NYSE:RJF) and its peers.
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Why Carriage Services (CSV) Shares Are Sliding Today
October 07, 2025
Shares of funeral services company Carriage Services (NYSE:CSV) fell 2.9% in the afternoon session after a confluence of negative economic data pointed to a weak economy. The latest Survey of Consumer...
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KB Home Faces Downgrade Amidst Shifting Housing Market Sands
October 07, 2025
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Supply Chain
Graphene Investments Fully Divests from Iridium Communications Amidst Growing Satellite Sector Competition
October 07, 2025
Graphene Investments, a prominent institutional investor, executed a significant portfolio adjustment during the third quarter of 2025, selling its entire holding of 115,000 shares in Iridium...
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Trilogy Metals (NYSE: TMQ) Soars on Federal Funding Infusion, Analysts Boost Price Targets
October 07, 2025
ANCHORAGE, AK – October 7, 2025 – Trilogy Metals (NYSE: TMQ) has seen its stock price skyrocket and its analyst ratings upgraded following a pivotal announcement of substantial federal funding and a...
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Oracle, Trilogy Metals, Ford, Lucid, AppLovin: Stocks Making The Biggest Moves Today
↗
October 07, 2025
Oracle’s shares were down nearly 4% in Tuesday’s afternoon session after a report stated that it lost nearly $100 million from renting out access to Nvidia’s Blackwell chips.
Via
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Topics
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Government
Trilogy Stock Draws Wall Street Praise Following US Government’s Stake Purchase, Retail Investors Join The Party
↗
October 07, 2025
Raymond James analyst Brian MacArthur upgraded Trilogy to “Outperform” from “Market Perform,” citing the Trilogy's strengthened position through its Arctic Project in Alaska.
Via
Stocktwits
Topics
Government
9 Analysts Assess Raymond James Finl: What You Need To Know
↗
October 07, 2025
Via
Benzinga
Raymond James' 3 New ETFs Help Investors Boost Income, Cut Volatility
↗
October 06, 2025
Raymond James steps into the ETF arena with three active funds to help investors earn steady income, lower volatility, and tap tax-free yields.
Via
Benzinga
Topics
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Here's Why AeroVironment Stock Jumped 30.5% in September
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October 06, 2025
The defense stock experienced a surge in orders that significantly increased its backlog.
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Americold Realty Trust Navigates Icy Waters: Valuation Under Scrutiny Amidst Market Headwinds
October 04, 2025
Americold Realty Trust (NYSE: COLD), the global leader in temperature-controlled warehousing and logistics, finds its valuation under intense market scrutiny as of October 4, 2025. The company's stock...
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Applications Now Open for Raymond James Gasparilla Festival of the Arts Emerging Artists Program
October 02, 2025
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PRLog
TransUnion (TRU) Plummets as Fair Isaac (FICO) Disrupts Mortgage Lending with New Direct Pricing
October 02, 2025
TransUnion (NYSE: TRU) shares experienced a significant downturn today, October 2, 2025, with a sharp decline of approximately 12.5%. This dramatic drop was triggered by Fair Isaac's (NYSE: FICO)...
Via
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Why Are Altice (ATUS) Shares Soaring Today
October 02, 2025
Shares of telecommunications and cable services provider Altice USA (NYSE:ATUS) jumped 6.5% in the afternoon session after the New York Department of Public Service approved its Lightpath...
Via
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Figs (FIGS) Stock Trades Up, Here Is Why
October 02, 2025
Shares of healthcare apparel company Figs (NYSE:FIGS) jumped 7.6% in the afternoon session after an analyst at Raymond James highlighted the company's positive momentum following meetings with...
Via
StockStory
Topics
Artificial Intelligence
Initial Public Offering
Raymond James Welcomes Florida Financial Advisors Managing Approximately $200 Million in Assets
October 02, 2025
From
Raymond James Financial
Via
GlobeNewswire
Carriage Services (CSV) Shares Skyrocket, What You Need To Know
October 02, 2025
Shares of funeral services company Carriage Services (NYSE:CSV) jumped 6% in the morning session after Raymond James initiated coverage on the company with an "Outperform" rating and a $60 price...
Via
StockStory
Topics
Artificial Intelligence
Market Turbulence: A Deep Dive into Companies Hitting 52-Week Lows Amidst Divergent Trends
October 02, 2025
October 2, 2025 – While the broader U.S. stock market has recently celebrated record highs, propelled by fervent optimism in artificial intelligence (AI) innovation and the anticipation of forthcoming...
Via
MarketMinute
Topics
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Economy
Why e.l.f. Beauty (ELF) Stock Is Up Today
September 30, 2025
Shares of cosmetics company e.l.f. Beauty (NYSE:ELF) jumped 2.3% in the afternoon session after analysts showed increased confidence in the company, with several firms raising their price targets and...
Via
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Why AeroVironment Stock Popped Today
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September 29, 2025
AeroVironment drone stock is red hot -- but is the share price too high?
Via
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Topics
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Alight, Iridium, CDW, First Advantage, and Xerox Shares Are Soaring, What You Need To Know
September 26, 2025
A number of stocks jumped in the afternoon session after the latest Personal Consumption Expenditures (PCE) Price Index report aligned with economists' predictions, signaling that inflation is under...
Via
StockStory
Topics
Economy
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