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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
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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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United Rentals
(NY:
URI
)
888.98
+8.80 (+1.00%)
Official Closing Price
Updated: 4:10 PM EST, Feb 19, 2026
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United Rentals Named One of America’s Best-Managed Companies
February 17, 2026
From
United Rentals, Inc.
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3 Volatile Stocks with Warning Signs
February 15, 2026
Market swings can be tough to stomach, and volatile stocks often experience exaggerated moves in both directions. While many thrive during risk-on environments, many also struggle to maintain investor...
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The building materials distribution company announced a splashy new acquisition.
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January’s ‘10 out of 10’ Jobs Shocker: Why 130,000 New Payrolls Are Sending Rate Cut Hopes Into a Tailspin
February 12, 2026
The U.S. labor market just delivered a thunderclap that has reverberated from the halls of the Federal Reserve to the trading floors of Wall Street. In a stunning reversal of the "cooling" narrative...
Via
MarketMinute
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Economy
United Rentals Inc (NYSE:URI) Shares Fall on Q4 Revenue and Profit Miss
↗
January 28, 2026
Via
Chartmill
United Rentals to Present at the Citi 2026 Global Industrial Tech and Mobility Conference
February 10, 2026
From
United Rentals, Inc.
Via
Business Wire
Vicor, Primoris, Flowserve, WillScot Mobile Mini, and United Rentals Shares Skyrocket, What You Need To Know
February 06, 2026
A number of stocks jumped in the afternoon session after the broader market rebounded from a tech-driven sell-off, with investors taking the opportunity to buy stocks at lower prices.
Via
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The Proud Bull: Why 2026’s Resilience is Overcoming the Greenland Rift and Tariff Turmoil
February 06, 2026
As the first quarter of 2026 unfolds, the financial markets are navigating a paradoxical landscape defined by aggressive fiscal expansion and unprecedented geopolitical friction. While the "Stampeding...
Via
MarketMinute
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Economy
Government
United Rentals (URI): The Industrial Titan Navigating a New Economic Normal
February 05, 2026
As of February 5, 2026, United Rentals, Inc. (NYSE: URI) finds itself at a critical crossroads that perfectly encapsulates the current state of the American industrial economy. Long considered the...
Via
Finterra
Topics
Artificial Intelligence
Earnings
Economy
United Rentals Names Alexander Taussig to Board of Directors
February 04, 2026
From
United Rentals, Inc.
Via
Business Wire
The 5 Most Interesting Analyst Questions From United Rentals’s Q4 Earnings Call
February 04, 2026
United Rentals faced a challenging fourth quarter as the market reacted negatively to its results, with management pointing to a combination of factors behind the underperformance. CEO Matthew Flannery...
Via
StockStory
Topics
Earnings
Why United Rentals Stock Plunged by Nearly 15% This Week
↗
January 30, 2026
Neither investors nor analysts seemed very impressed by the equipment rental company's recent performance.
Via
The Motley Fool
FSD's Big Week, Greg Abel Makes a Mark on Berkshire Hathaway, and 24/7 Trading
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January 30, 2026
Tesla's robotaxis are finally driving without a safety driver in the front seat, so we're discussing future business models for Tesla, and also Greg Abel making a mark on Berkshire Hathaway, Apple's...
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The Motley Fool
Industrial Bellwether Rattled as United Rentals Plummets 12% on Weak 2026 Outlook
January 30, 2026
The industrial sector faced a harsh reality check this week as United Rentals (NYSE: URI), the world’s largest equipment rental company, saw its shares dive by nearly 13% following the release of its...
Via
MarketMinute
Topics
Earnings
Economy
Initial Public Offering
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January 30, 2026
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Industrial Giant Caterpillar Defies Gravity with Record $19.1 Billion Revenue Surge Driven by AI Infrastructure Boom
January 29, 2026
Caterpillar Inc. (NYSE:CAT) stunned Wall Street today, January 29, 2026, by reporting a record-breaking $19.1 billion in quarterly revenue, an 18% jump that blew past analyst expectations. The surge in...
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MarketMinute
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URI Q4 Deep Dive: Large Project Growth Offset by Margin Pressures and Mixed Demand
January 29, 2026
Equipment rental company United Rentals (NYSE:URI) fell short of the markets revenue expectations in Q4 CY2025 as sales rose 2.8% year on year to $4.21 billion. On the other hand, the company’s outlook...
Via
StockStory
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Economy
What's going on in today's session: S&P500 movers
↗
January 29, 2026
Via
Chartmill
Why United Rentals Stock Is Plummeting Today
↗
January 29, 2026
United Rentals' fourth-quarter earnings are a perfect reminder to focus on the long term -- not 90 days' worth of underwhelming data.
Via
The Motley Fool
Topics
Earnings
Stay informed with the top movers within the S&P500 index on Thursday.
↗
January 29, 2026
Via
Chartmill
Why United Rentals (URI) Stock Is Trading Lower Today
January 29, 2026
Shares of equipment rental company United Rentals (NYSE:URI) fell 15.1% in the afternoon session after it reported fourth-quarter financial results that did not meet Wall Street's expectations.
Via
StockStory
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Government
Stocks
World Trade
Which S&P500 stocks are gapping on Thursday?
↗
January 29, 2026
Via
Chartmill
United Rentals (NYSE:URI) Misses Q4 CY2025 Sales Expectations, Stock Drops
January 28, 2026
Equipment rental company United Rentals (NYSE:URI) missed Wall Street’s revenue expectations in Q4 CY2025 as sales rose 2.8% year on year to $4.21 billion. On the other hand, the company’s outlook for...
Via
StockStory
What's going on in today's after hours session: S&P500 movers
↗
January 28, 2026
Via
Chartmill
United Rentals Increases Quarterly Cash Dividend
January 28, 2026
From
United Rentals, Inc.
Via
Business Wire
United Rentals Announces Fourth Quarter and Full-Year1 2025 Results, Introduces 2026 Outlook for Growth, and Announces Plan to Return Approximately $2 Billion to Shareholders in 2026 Supported by New $5 Billion Share Repurchase Program
January 28, 2026
From
United Rentals, Inc.
Via
Business Wire
United Rentals (URI) To Report Earnings Tomorrow: Here Is What To Expect
January 26, 2026
Equipment rental company United Rentals (NYSE:URI) will be announcing earnings results this Wednesday afternoon. Here’s what investors should know.
Via
StockStory
Topics
Artificial Intelligence
The 'One Big Beautiful Bill' Unleashes a $285 Billion Stimulus: Corporate America’s Great EBITDA Pivot
January 26, 2026
As the calendar turns to late January 2026, the American corporate landscape is undergoing its most significant fiscal transformation in nearly a decade. The 'One Big Beautiful Bill Act' (OBBBA),...
Via
MarketMinute
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Electric Vehicles
Stratasys, Proto Labs, Methode Electronics, United Rentals, and Powell Stocks Trade Down, What You Need To Know
January 23, 2026
A number of stocks fell in the afternoon session after the Dow Jones Industrial Average fell as much as 0.7%, reflecting lingering uncertainty, and capping off a volatile week which saw stocks enjoy...
Via
StockStory
Topics
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World Trade
Exploring the top movers within the S&P500 index during today's session.
↗
January 23, 2026
Via
Chartmill
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