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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
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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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State Street CFO to Depart for New Position Following Transition Period
October 15, 2024
From
State Street Corporation
Via
Business Wire
A Preview Of State Street's Earnings
↗
October 14, 2024
Via
Benzinga
State Street Expands Strategic Growth in Mexico as Part of Latin America Commitment
October 10, 2024
From
State Street Corporation
Via
Business Wire
Operadora de Fondos Banorte Adopts Charles River’s Cloud-Based Platform
October 08, 2024
From
Charles River Development
Via
Business Wire
Deep Dive Into State Street Stock: Analyst Perspectives (15 Ratings)
↗
September 23, 2024
Via
Benzinga
State Street Appointed by TCW to Provide Investment Services
October 02, 2024
From
State Street Corporation
Via
Business Wire
State Street Extends ETF Servicing Relationship with VanEck
October 01, 2024
From
State Street Corporation
Via
Business Wire
State Street Appoints Vanessa Fernandes as Head of Digital Assets
September 30, 2024
From
State Street Corporation
Via
Business Wire
Meta To Rally Around 12%? Here Are 10 Top Analyst Forecasts For Thursday
↗
September 26, 2024
Via
Benzinga
State Street Global Advisors Launches Industry’s First Actively Managed Corporate and Municipal Target Maturity ETFs
September 24, 2024
From
State Street Corporation
Via
Business Wire
State Street Announces Additional Round of Deposit Placements through Minority Depository Institutions and Community Development Financial Institutions
September 16, 2024
From
State Street Corporation
Via
Business Wire
Apollo And State Street Team Up to Unlock Private Market Fortunes: Details
↗
September 11, 2024
Apollo Global Management, Inc. partners with State Street Global Advisors to broaden investor access to private market opportunities, aiming to enhance portfolios with private strategies.
Via
Benzinga
State Street Global Advisors Debuts Three Digital Asset and Disruptive Technology ETFs Actively Managed By Galaxy Asset Management
September 10, 2024
From
State Street Corporation
Via
Business Wire
State Street Global Advisors and Apollo Global Management Join Forces to Increase and Broaden Investor Access to Private Markets
September 10, 2024
From
State Street Corporation
Via
Business Wire
State Street Global Advisors Enhances Lineup With Three New SPDR® ETFs
September 05, 2024
From
State Street Corporation
Via
Business Wire
Challenger Selects State Street as Custodian and Back-, Middle- and Front Office Investment Administrator Through State Street Alpha®
September 04, 2024
From
State Street Corporation
Via
Business Wire
State Street to Speak at Barclays Global Financial Services Conference
September 03, 2024
From
State Street Corporation
Via
Business Wire
The Stock Market Is the Greatest Wealth Generator Ever Devised. Here's Proof.
↗
August 27, 2024
By tracing 30 years of stock-market swings, you can learn why it's best to buy and hold.
Via
The Motley Fool
State Street Corporation (NYSE: STT) Announces Date for Release of Third-Quarter 2024 Financial Results and Conference Call Webcast
August 26, 2024
From
State Street Corporation
Via
Business Wire
Nvidia Earnings Round The Corner: Top Investors In Jensen Huang's Company Set To Benefit If Q2 Appeases Street
↗
August 26, 2024
Nvidia earnings generate much enthusiasm ever since it emerged as the frontrunner of the AI revolution that is getting well entrenched.
Via
Benzinga
Topics
Artificial Intelligence
State Street Global Advisors Takes Strategic Stake in Leading Australian Fintech Platform Raiz
August 25, 2024
From
State Street Corporation
Via
Business Wire
What's Going On With State Street Stock Wednesday?
↗
August 21, 2024
The partnership between State Street and Taurus will enhance digital asset capabilities, offering integrated solutions for institutional clients.
Via
Benzinga
State Street Announces Issuance of $1 Billion of Senior Debt
August 20, 2024
From
State Street Corporation
Via
Business Wire
State Street Announces Agreement with Taurus to Deliver Full Service Digital Platform for Institutional Investors
August 20, 2024
From
State Street Corporation
Via
Business Wire
State Street Names Head of Investment Services
August 12, 2024
From
State Street Corporation
Via
Business Wire
State Street Corporation to Redeem $500M of Preferred Stock in the Third Quarter of 2024
August 09, 2024
From
State Street Corporation
Via
Business Wire
State Street Corporation Announces Issuance of Preferred Stock
July 24, 2024
From
State Street Corporation
Via
Business Wire
3 Stocks the Biggest Hedge Funds Are Buying Now: July 2024
↗
July 23, 2024
Buying hedge fund stocks allows investors to narrow down the universe of potential investments and zero in on the best opportunities.
Via
InvestorPlace
ETF Adoption Strong Among Financial Advisors and Institutions
July 22, 2024
From
State Street Corporation
Via
Business Wire
Warner Bros. Discovery & Coinbase Are Among 10 Large Cap Stocks That Shined Most Last Week (July 14-July 20): Are The Others In Your Portfolio?
↗
July 21, 2024
Top performers last week: $WBD up 18.28%, $MSTR up 16.74%, $DHI up 12.91%, $COIN up 12.39%, $OQL up 7.89%, $UNH up 7.84%, $STT up 7.21%, $LEN up 7.07%, $TOST up 7.05%, $EPAM up 6.97%. Are they in your...
Via
Benzinga
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