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TSL's Turnkey Operation Platform
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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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United Rentals
(NY:
URI
)
1,097.07
+17.81 (+1.65%)
Streaming Delayed Price
Updated: 10:14 AM EDT, Aug 3, 2026
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All News about United Rentals
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5 Revealing Analyst Questions From United Rentals’s Q2 Earnings Call
July 29, 2026
United Rentals delivered a strong second quarter, with management attributing performance to robust demand from large-scale construction and infrastructure p...
Via
StockStory
Topics
Earnings
Economy
United Rentals CFO Sells Shares After Earnings Pop. Should Investors Follow?
↗
July 25, 2026
William Grace's sale reduces his direct equity stake by 20%, leaving him with $6.92 million in holdings as United Rentals trades near all-time highs.
Via
The Motley Fool
Topics
Regulatory Compliance
United Rentals Q2 Earnings Call Highlights
↗
July 23, 2026
United Rentals (NYSE:URI) reported record second-quarter revenue and earnings while raising its 2026 outlook, as management said large projects and specialty rental demand continued to run ahead of...
Via
MarketBeat
Topics
Earnings
United Rentals (NYSE:URI) Soars on Record Q2 Earnings Beat and Raised Guidance
↗
July 22, 2026
Via
Chartmill
Topics
Earnings
URI Q2 Deep Dive: Large Project Demand Drives Guidance Increase and Margin Stability
July 23, 2026
Equipment rental company United Rentals (NYSE:URI) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 11.8% year on year t...
Via
StockStory
Why Is United Rentals (URI) Stock Rocketing Higher Today
July 23, 2026
What Happened? Shares of equipment rental company United Rentals (NYSE:URI) jumped 12.1% in the afternoon session after the company reported second-quarter r...
Via
StockStory
What's going on in today's session: S&P500 movers
↗
July 23, 2026
Via
Chartmill
Which S&P500 stocks are gapping on Thursday?
↗
July 23, 2026
Via
Chartmill
These S&P500 stocks that are showing activity before the opening bell on Thursday.
↗
July 23, 2026
Via
Chartmill
United Rentals (NYSE:URI) Reports Upbeat Q2 CY2026, Stock Jumps 10.7%
July 22, 2026
Equipment rental company United Rentals (NYSE:URI) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 11.8% year on year to...
Via
StockStory
These S&P500 stocks are moving in today's after hours session
↗
July 22, 2026
Via
Chartmill
What's going on in today's after hours session
↗
July 22, 2026
Via
Chartmill
United Rentals Declares Quarterly Cash Dividend
July 22, 2026
From
United Rentals, Inc.
Via
Business Wire
United Rentals Announces Record Second Quarter Results and Raises Full-Year 2026 Guidance
July 22, 2026
From
United Rentals, Inc.
Via
Business Wire
United Rentals (URI) To Report Earnings Tomorrow: Here Is What To Expect
July 20, 2026
Equipment rental company United Rentals (NYSE:URI) will be reporting earnings this Wednesday after market close. Here’s what to expect. United Rentals beat a...
Via
StockStory
Topics
Artificial Intelligence
2 Reasons to Like URI and 1 to Stay Skeptical
July 13, 2026
United Rentals currently trades at $1,096 and has been a dream stock for shareholders. It’s returned 248% since July 2021, more than tripling the S&P 500’s 7...
Via
StockStory
Topics
Stocks
United Rentals, Inc. Second Quarter 2026 Conference Call and Audio Webcast Thursday, July 23, 2026 at 8:30 a.m. (ET)
July 09, 2026
From
United Rentals, Inc.
Via
Business Wire
Specialty Equipment Distributors Stocks Q1 In Review: United Rentals (NYSE:URI) Vs Peers
July 06, 2026
Earnings results often indicate what direction a company will take in the months ahead. With Q1 behind us, let’s have a look at United Rentals (NYSE:URI) and...
Via
StockStory
1 Cash-Producing Stock to Research Further and 2 We Ignore
July 02, 2026
A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand. Luc...
Via
StockStory
2 S&P 500 Stocks Worth Investigating and 1 Facing Headwinds
June 12, 2026
The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant ch...
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StockStory
Topics
Stocks
United Rentals Earns 2026 Industrial IoT Product of the Year Award
June 11, 2026
From
United Rentals, Inc.
Via
Business Wire
Stocks making big moves yesterday: United Rentals, Peloton, Redwire, Intel, and IBM
June 04, 2026
Check out the companies making headlines yesterday: United Rentals (NYSE:URI): Equipment rental company United Rentals (NYSE:URI) rose by 5.4% on Wednesday a...
Via
StockStory
Topics
Workforce
Wednesday's session: top gainers and losers in the S&P500 index
↗
June 03, 2026
Via
Chartmill
Why United Rentals (URI) Stock Is Trading Up Today
June 03, 2026
What Happened? Shares of equipment rental company United Rentals (NYSE:URI) jumped 5.4% in the afternoon session after UBS raised its price target on the sto...
Via
StockStory
Topics
Economy
Government
Stocks
These S&P500 stocks are moving in today's session
↗
June 03, 2026
Via
Chartmill
United Rentals: The Industrial Stock Workhorse I'd Happily Hold Through Any Market Crash
↗
May 31, 2026
United Rentals is carving out an enviable position in the equipment rental industry, and long-term investors could reap the rewards.
Via
The Motley Fool
Topics
Artificial Intelligence
Top gainers and losers in the S&P500 index during Thursday's after-hours session.
↗
May 28, 2026
Via
Chartmill
Stay updated with the stocks that are on the move in today's after-hours session.
↗
May 28, 2026
Via
Chartmill
United Rentals Recognized for Workplace Excellence
May 28, 2026
From
United Rentals, Inc.
Via
Business Wire
What to Know About This Fund's $7 Million Bet on an AI-Focused IT Turnaround
↗
May 22, 2026
DXC Technology offers IT services and digital transformation for global enterprises, spanning analytics, cloud, and outsourcing.
Via
The Motley Fool
Topics
Regulatory Compliance
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