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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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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
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Back Dated Performance Reports
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Event Schedule
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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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Franklin Resources
(NY:
BEN
)
27.67
+0.43 (+1.58%)
Official Closing Price
Updated: 7:00 PM EST, Feb 20, 2026
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Winners And Losers Of Q4: Ridgepost Capital (NYSE:RPC) Vs The Rest Of The Custody Bank Stocks
February 17, 2026
Let’s dig into the relative performance of Ridgepost Capital (NYSE:RPC) and its peers as we unravel the now-completed Q4 custody bank earnings season.
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Victory Capital Targets $1 Trillion AUM: CEO David Brown Outlines Aggressive M&A 'Sweet Spot' at UBS Conference
February 16, 2026
In a bold declaration that signals a new era of consolidation in the asset management industry, Victory Capital Holdings, Inc. (NASDAQ:VCTR) has officially set its sights on joining the elite...
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Q4 Earnings Review: Custody Bank Stocks Led by WisdomTree (NYSE:WT)
February 15, 2026
As the Q4 earnings season wraps, let’s dig into this quarter’s best and worst performers in the custody bank industry, including WisdomTree (NYSE:WT) and its peers.
Via
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Franklin Resources Inc (NYSE:BEN) Reports Strong Q1 2026 Earnings Beat on Robust Client Inflows
↗
January 30, 2026
Via
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Topics
Earnings
Q4 Earnings Roundup: Invesco (NYSE:IVZ) And The Rest Of The Custody Bank Segment
February 15, 2026
Looking back on custody bank stocks’ Q4 earnings, we examine this quarter’s best and worst performers, including Invesco (NYSE:IVZ) and its peers.
Via
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Nuveen to Acquire Schroders for $13.5 Billion, Forging $2.5 Trillion Asset Management Titan
February 12, 2026
In a move that has sent shockwaves through the global financial markets, the American investment giant Nuveen, the asset management arm of TIAA, announced today, February 12, 2026, a definitive...
Via
MarketMinute
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The 5 Most Interesting Analyst Questions From Franklin Resources’s Q4 Earnings Call
February 12, 2026
Franklin Resources posted a quarter that exceeded Wall Street’s expectations, with the market reacting positively to the company's reported results. Management attributed this performance to...
Via
StockStory
Topics
ETFs
Earnings
BEN Q4 Deep Dive: Diversified Asset Flows and Strategic Cost Control Highlight Quarter
February 12, 2026
Global investment management firm Franklin Resources (NYSE:BEN) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 38.3% year on year to $2.33 billion. Its non-GAAP...
Via
StockStory
Topics
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ETFs
Franklin Lexington Private Equities Secondaries Strategy Exceeds $3.5 Billion in Assets Under Management Globally Within First Year
February 12, 2026
From
Franklin Templeton
Via
Business Wire
The Resurgence of Small-Cap Stocks: Fallen Angels Take Flight in 2026
February 11, 2026
For nearly a decade, the narrative of the American equity market was one of extreme concentration, where a handful of mega-cap technology titans dictated the fortunes of the entire financial system....
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Franklin Templeton and Binance Advance Strategic Collaboration With Institutional Off-Exchange Collateral Program
February 11, 2026
From
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P10 (PX) Reports Earnings Tomorrow: What To Expect
February 10, 2026
Private markets investment firm P10 (NYSE:PX) will be reporting earnings this Thursday before market open. Here’s what to look for.
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ET NOW Global Business Summit 2026 to reflect on ‘A Decade of Disruption, A Century of Change’
February 10, 2026
Wyoming, US, 10th February 2026, ZEX PR WIRE, South Asia’s definitive thought leadership dialogue, The Times Group’s ET NOW Global Business Summit 2026 co-powered by Spark Capital and Bennett...
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1 Growth Stock with Explosive Upside and 2 We Avoid
February 09, 2026
Growth is a hallmark of all great companies, but the laws of gravity eventually take hold. Those who rode the COVID boom and ensuing tech selloff in 2022 will surely remember that the market’s...
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3 Mid-Cap Stocks That Fall Short
February 05, 2026
Mid-cap stocks have the best odds of scaling into $100 billion corporations thanks to their tested business models and large addressable markets. But the many opportunities in front of them attract...
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1 Trend That Could Drive XRP Higher and Higher in 2026
↗
February 05, 2026
One of the most important trends of the decade could work in the coin's favor.
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The Motley Fool
Franklin Resources, Inc. Announces Preliminary Month-End Assets Under Management
February 04, 2026
From
Franklin Resources, Inc.
Via
Business Wire
Earnings To Watch: StepStone Group (STEP) Reports Q4 Results Tomorrow
February 03, 2026
Private markets investment firm StepStone Group (NASDAQ:STEP) will be reporting earnings this Thursday after the bell. Here’s what to expect.
Via
StockStory
Topics
Artificial Intelligence
World Trade
Franklin Resources, Inc. Announces Quarterly Dividend
February 03, 2026
From
Franklin Resources, Inc.
Via
Business Wire
What To Expect From T. Rowe Price’s (TROW) Q4 Earnings
February 02, 2026
Investment management firm T. Rowe Price (NASDAQ:TROW) will be reporting results this Wednesday morning. Here’s what to look for.
Via
StockStory
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Artificial Intelligence
The Analyst Verdict: Franklin Resources In The Eyes Of 5 Experts
↗
February 02, 2026
Via
Benzinga
Voya Financial Earnings: What To Look For From VOYA
February 01, 2026
Financial services company Voya Financial (NYSE:VOYA) will be announcing earnings results this Tuesday after market hours. Here’s what investors should know.
Via
StockStory
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Artificial Intelligence
Government
World Trade
Hamilton Lane (HLNE) Q4 Earnings: What To Expect
February 01, 2026
Alternative investment management firm Hamilton Lane (NASDAQ:HLNE) will be reporting results this Tuesday before the bell. Here’s what to look for.
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Artisan Partners Earnings: What To Look For From APAM
February 01, 2026
Asset management firm Artisan Partners (NYSE:APAM) will be reporting results this Tuesday after the bell. Here’s what investors should know.
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Let's take a look at the S&P500 stocks that are experiencing unusual volume in today's session.
↗
January 30, 2026
Via
Chartmill
Franklin Resources (BEN) Earnings Call Transcript
↗
January 30, 2026
Franklin Resources (BEN) Earnings Call Transcript
Via
The Motley Fool
Topics
ETFs
Earnings
Franklin Resources (NYSE:BEN) Reports Bullish Q4 CY2025
January 30, 2026
Global investment management firm Franklin Resources (NYSE:BEN) announced better-than-expected revenue in Q4 CY2025, with sales up 38.3% year on year to $2.33 billion. Its non-GAAP profit of $0.70 per...
Via
StockStory
Franklin Resources Q1 Earnings Report: What Investors Need to Know
↗
January 30, 2026
Via
Benzinga
Earnings Summary: Franklin Resources Q1
↗
January 30, 2026
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Benzinga
Insights into Franklin Resources Q1 Earnings
↗
January 30, 2026
Via
Benzinga
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