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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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
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MVS Program
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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
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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FIP
Event Schedule
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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
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Northern Trust
(NQ:
NTRS
)
186.79
+0.52 (+0.28%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Aug 28, 2026
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1 Momentum Stock to Research Further and 2 We Find Risky
August 28, 2026
The stocks featured in this article have all approached their 52-week highs. When these price levels hit, it typically signals strong business execution, pos...
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Northern Trust Adds New Maturity Options to Distributing Ladder ETF Suite
August 26, 2026
From
Northern Trust
Via
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Northern Trust Wealth Management Expands New York Team
August 25, 2026
From
Northern Trust Wealth Management
Via
Business Wire
2 Large-Cap Stocks with Competitive Advantages and 1 Facing Headwinds
August 20, 2026
Large-cap stocks are known for their staying power and ability to weather market storms better than smaller competitors. However, their sheer size makes it m...
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Northern Trust (NASDAQ:NTRS) Passes Minervini Trend Template and High Growth Screen, But Setup Rating Calls for Patience
↗
August 14, 2026
Via
Chartmill
Northern Trust (NASDAQ:NTRS) Beats Q2 Estimates on Strong Revenue Growth, Pre-Market Slip Signals Consolidation After Rally
↗
July 22, 2026
Via
Chartmill
Northern Trust Asset Management Brings Its FlexShares ETFs Under the Northern Trust Brand
August 17, 2026
From
Northern Trust Asset Management
Via
Business Wire
3 Financials Stocks We Steer Clear Of
August 14, 2026
Financial providers use their expertise in capital allocation and risk assessment to help facilitate economic growth while offering consumers and businesses ...
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1 S&P 500 Stock on Our Buy List and 2 We Avoid
August 12, 2026
The S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability. But not all ...
Via
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Northern Trust Engages Lukka to Enhance Digital Asset Data and Reporting Capabilities
August 10, 2026
From
Northern Trust
Via
Business Wire
Northern Trust Wealth Management Appoints Candice Nakagawa as Family Office Solutions Managing Director for the West Region
August 10, 2026
From
Northern Trust Corporation
Via
Business Wire
1 Profitable Stock on Our Buy List and 2 We Find Risky
August 07, 2026
While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifi...
Via
StockStory
Northern Trust Leaders to Participate in Barclays Global Financial Services Conference on September 14
August 06, 2026
From
Northern Trust Corporation
Via
Business Wire
Northern Trust Pension Universe Data: Canadian Pension Plan Returns Rise in Q2
August 06, 2026
From
Northern Trust
Via
Business Wire
Northern Trust Launches APIs to Enable Real-Time Digital Connectivity for Banking Services
August 04, 2026
From
Northern Trust
Via
Business Wire
Northern Trust Announces Redemption of Series D Preferred Stock
August 03, 2026
From
Northern Trust Corporation
Via
Business Wire
Northern Trust Universe Data: Strong Global Equity Markets Drive Institutional Investor Gains in Second Quarter of 2026
July 29, 2026
From
Northern Trust Corporation
Via
Business Wire
Northern Trust Expands U.S. Fund Servicing Capabilities with ETF Platform Launch
July 28, 2026
From
Northern Trust
Via
Business Wire
Northern Trust to Provide Fund Services to Dawson Partners
July 27, 2026
From
Northern Trust Corporation
Via
Business Wire
1 Growth Stock with All-Star Potential and 2 We Avoid
July 24, 2026
Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived thr...
Via
StockStory
Northern Trust (NTRS) Q2 2026 Earnings Call Transcript
↗
July 22, 2026
CEO O'Grady discusses strong asset growth and AI strategy.
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Curious about which S&P500 stocks are generating unusual volume on Wednesday? Find out below.
↗
July 22, 2026
Via
Chartmill
Northern Trust Q2 Earnings Call Highlights
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July 22, 2026
Northern Trust (NASDAQ:NTRS) reported sharply higher second-quarter 2026 earnings, helped by strong fee growth, higher net interest income and a sizable gain tied to its Visa Inc. holdings, while...
Via
MarketBeat
Topics
Earnings
Energy
Northern Trust Q2 2026 Earnings Call: Complete Transcript
↗
July 22, 2026
On Wednesday, Northern Trust (NASDAQ:NTRS) discussed second-quarter financial results during its earnings call. The full transcript is provided below. Benzinga APIs provide real-time access to earnings...
Via
Benzinga
Topics
Earnings
Northern Trust (NASDAQ:NTRS) Exceeds Q2 CY2026 Expectations
July 22, 2026
Financial services company Northern Trust (NASDAQ:NTRS) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 35.1% year on y...
Via
StockStory
Topics
Artificial Intelligence
Earnings Scheduled For July 22, 2026
↗
July 22, 2026
Companies Reporting Before The Bell • Northern Trust (NASDAQ:NTRS) is expected to report quarterly earnings at $3.45 per share on revenue of $2.35 billion. • Old National Bancorp (NASDAQ:ONB) is...
Via
Benzinga
Northern Trust Corporation Reports Second Quarter 2026 Financial Results
July 22, 2026
From
Northern Trust Corporation
Via
Business Wire
Northern Trust Declares Quarterly Dividends on Common and Preferred Stock
July 21, 2026
From
Northern Trust Corporation
Via
Business Wire
Invested as One: Northern Trust Grants Employees Company Stock
July 21, 2026
From
Northern Trust Corporation
Via
Business Wire
Northern Trust Earnings: What To Look For From NTRS
July 20, 2026
Financial services company Northern Trust (NASDAQ:NTRS) will be reporting results this Wednesday before market open. Here’s what you need to know. Northern T...
Via
StockStory
Topics
Artificial Intelligence
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