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home
about us
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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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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
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Event Schedule
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Event Schedule
Total Asset Market (TAM sm) Presentation
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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
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T.Rowe Price Group
(NQ:
TROW
)
104.63
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 2, 2026
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2 Top Asset Management Stocks to Buy in May
↗
May 06, 2023
These two stocks can be an excellent addition to your diversified portfolio.
Via
The Motley Fool
Expert Ratings for T. Rowe Price Gr
↗
May 03, 2023
Via
Benzinga
Everyone Is Down on T. Rowe Price; Here's Why I Love It
↗
May 02, 2023
This asset manager is still an outperformer within its industry.
Via
The Motley Fool
Wall Street Headlines and a Closer Look at the Business of Movies
↗
April 24, 2023
Plus two stocks worth watching: Airbnb and T. Rowe Price.
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Before You Buy Charles Schwab: Here's a Finance Stock I'd Buy First
↗
April 23, 2023
This discount broker got caught up in 2023's bank run scare. Is it the best finance opportunity for dividend investors?
Via
The Motley Fool
(TROW) - Analyzing T. Rowe Price Gr's Short Interest
↗
April 19, 2023
Via
Benzinga
Expert Ratings for T. Rowe Price Gr
↗
April 13, 2023
Via
Benzinga
(TROW) - Analyzing T. Rowe Price Gr's Short Interest
↗
April 03, 2023
Via
Benzinga
Retirement Plans? - T. Rowe Price Bolsters Its Position Via This Fintech Firm Acquisition
↗
March 30, 2023
Via
Benzinga
Want Safe Income? This Stock Raised Its Dividend in the Last 4 Recessions
↗
April 22, 2023
This dividend stock is an excellent source of passive income you can rely on.
Via
The Motley Fool
This S&P 500 Stock Is a Blue Chip Bargain
↗
April 20, 2023
This S&P 500 asset manager's yield is historically high and it has no debt on its balance sheet. The dividend looks secure.
Via
The Motley Fool
Dividend Income Update March 2023
↗
April 12, 2023
It’s dividend income update time. One of my favorite times of the month as I get to review my previous month of passive income received from my dividend income portfolio.
Via
Talk Markets
Blue Chip Bargain: Buy This Dividend Stock and Relax
↗
April 12, 2023
This financial giant has no debt, a 37-year-long streak of annual dividend hikes, and a historically high yield.
Via
The Motley Fool
5 Investors Betting Big on UnitedHealth (UNH) Stock
↗
April 05, 2023
Shares of UNH stock are moving higher following a price target hike to $630 by Raymond James and a finalization of MA rates.
Via
InvestorPlace
10 Financials Stocks Whale Activity In Today's Session
↗
March 24, 2023
Via
Benzinga
(TROW) - Analyzing T. Rowe Price Gr's Short Interest
↗
March 07, 2023
Via
Benzinga
Is This High-Yielding Stock Still a Buy?
↗
February 12, 2023
This asset manager boasts decades of consecutive dividend growth.
Via
The Motley Fool
$100 Invested In T. Rowe Price Gr 20 Years Ago Would Be Worth This Much Today
↗
January 31, 2023
Via
Benzinga
Banking Crisis Contained Or A Spreading Contagion
↗
March 20, 2023
At the end of the day, the pandemic that began in 2020 and the monetary and fiscal response by the U.S. government far exceeded what the economy needed.
Via
Talk Markets
What Investors Are Learning From Retail and Software Companies
↗
March 11, 2023
Plus, Trex CEO Bryan Fairbanks talks about the housing market, the company's ability to expand outside the U.S., the art and science of offering guidance to Wall Street, and more.
Via
The Motley Fool
Why Is T. Rowe Price's Dividend So High?
↗
March 10, 2023
The asset manager is navigating a difficult business environment, but there are still reasons to like the stock.
Via
The Motley Fool
10 Financials Stocks Whale Activity In Today's Session
↗
March 03, 2023
This whale alert can help traders discover the next big trading opportunities. Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity...
Via
Benzinga
Zillow Moves On From iBuying
↗
February 25, 2023
Plus a reminder for investors not to overlook companies that aren't big names.
Via
The Motley Fool
5 Investors Betting Big on Nvidia (NVDA) Stock Amid AI Race
↗
February 23, 2023
Nvidia reported positive earnings, but that's not the only reason interest is rising. Here are the top investors betting on NVDA stock.
Via
InvestorPlace
7 Stocks That Wall Street Hates — and YOU Should Buy!
↗
February 13, 2023
Although it’s not wise to bet against Wall Street analysts’ bearish takes, some of the targeted names could really be stocks to buy.
Via
InvestorPlace
5 Investors Betting Big on Baidu (BIDU) Stock Right Now
↗
February 07, 2023
Baidu is hopping on the artificial intelligence train with its release of Ernie bot. Let's take a look at BIDU stock's largest shareholders.
Via
InvestorPlace
Kohl's, T Rowe Price, Rocket Lab USA, And This Tech Giant Feature On CNBC's 'Final Trades'
↗
February 06, 2023
On CNBC’s “Halftime Report Final Trades,” Stephen Weiss of Short Hills Capital Partners chose Rocket Lab USA Inc. (NASDAQ: RKLB) for its
Via
Benzinga
5 Investors Betting Big on Rivian (RIVN) Stock in 2023
↗
February 01, 2023
Rivian announced that it would layoff about 6% of its workforce to increase efficiency. Here are investors still betting big on RIVN stock.
Via
InvestorPlace
5 Investors Betting Big on Peloton (PTON) Stock in 2023
↗
February 01, 2023
Peloton has reported its earnings with revenue coming in at $792.7 million, beating the average analyst estimate for $710 million.
Via
InvestorPlace
The Best High-Yield 4%+ Stocks
↗
February 01, 2023
Dividend high-yield stocks ease your mind and make calculation easy at retirement. Both income-seeking and growth investors can benefit from having some high-yielders in their portfolios.
Via
Talk Markets
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