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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
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contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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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
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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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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
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Why Citizens Financial Shares Are Sliding Today
October 18, 2023
Tickers
CFG
Tags
News
premarket trading
CFG
From
Benzinga
From bonds to transports, the message is clear, says technical strategist: ‘The high for equities is not in.’
October 18, 2023
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ADBE
AMC
AMZN
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Earnings Scheduled For October 18, 2023
October 18, 2023
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ABT
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From
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Earnings Outlook For Citizens Financial Group
October 17, 2023
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CFG
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Benzinga
Market News
BZI/EP
From
Benzinga
Here’s what to expect when banks report earnings, and how cheap their stocks are now
October 06, 2023
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ALLY
AXP
BAC
C
Tags
MS
MTB
DJIA
From
MarketWatch
Expert Ratings for Citizens Financial Group
September 27, 2023
Tickers
CFG
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Benzinga
Market News
Analyst Ratings
From
Benzinga
Inflation Surges, Consumer Demand Ignites Reflation Trade: Top 5 ETFs Dominating Thursday's Market
September 14, 2023
Tickers
AVVIY
CFG
EFV
KRE
Tags
Small Cap
EFV
Large Cap
From
Benzinga
RBC Capital Maintains Outperform Rating for Citizens Financial Group: Here's What You Need To Know
September 12, 2023
Tickers
CFG
Tags
Analyst Ratings
BZI/AAR/UPDATE
Benzinga
From
Benzinga
Expert Ratings for Citizens Financial Group
September 08, 2023
Tickers
CFG
Tags
CFG
BZI/AAR
Analyst Ratings
From
Benzinga
Regional banks may saddle themselves with $63B in fresh debt to meet regulatory requirements: report
September 08, 2023
Tickers
BKX
CFG
COMP
FCNCA
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CFG
KRE
KBE
From
MarketWatch
September Rally? 3 Financial Stocks to Buy Before Liftoff
September 07, 2023
Tickers
AXP
BAC
CFG
PYPL
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PYPL
BAC
AXP
From
InvestorPlace
Here’s how much regional banks could lose under new liquidity rules
August 31, 2023
Tickers
CFG
FITB
PNC
RF
Tags
TFC
PNC
FITB
From
MarketWatch
Fed Pushes For Regional Banks To Improve Liquidity, Address Tech Flaws After Silicon Valley's Failure
August 30, 2023
Tickers
CFG
FCNCA
FITB
HBAN
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MCB
KRE
Regulations
From
Benzinga
These Banks Are About to Face (Another) Profit Headwind: What It Means for Investors
August 29, 2023
Tickers
CFG
COF
FITB
FRCB
Tags
SBNY/L
COF
MTB
From
Motley Fool
These 3 Financial Stocks With Over 6% Dividend Yields Are Recommended By Wall Street's Most Accurate Analysts
August 25, 2023
Tickers
CFG
CMA
KEY
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News
Long Ideas
Pre/Market Outlook
From
Benzinga
3 Dividend Stocks to Buy on Sale
August 25, 2023
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CFG
NEE
PFE
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NEE
PFE
CFG
From
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5 Value Stocks In The Financial Services Sector
August 24, 2023
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BCH
CFG
FBP
OVBC
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OVBC
News
BCH
From
Benzinga
U.S. Credit Rating Concerns? Here Are 3 Stocks to Protect Your Portfolio
August 24, 2023
Tickers
ABT
ALLY
BK
CBSH
Tags
WMT
MCO
NYSE:ABT,NYSE: WMT,NYSE:KO,NYE:CFG,NASDAQ:CBSH,NYSE:STT,NYSE:ALLY,NYSE:MCO,NYSE:TFC,NYSE:BK
From
InvestorPlace
Dealmakers predict M&A trough in private-market deals may smooth out in coming months
August 18, 2023
Tickers
CFG
GS
Tags
GS
CFG
From
MarketWatch
Fitch lowers U.S. banks’ ‘operating environment’ score a notch to aa-, says higher interest rates a factor
August 17, 2023
Tickers
BKX
CFG
KRE
USB
Tags
KRE
CFG
XLF
From
MarketWatch
Nvidia climbs, D.R. Horton gets a Buffett boost, and other stocks on the move
August 15, 2023
Tickers
AMC
BK
BRK-A
BRK-B
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DSGN
RUM
WFC
From
MarketWatch
Financial stocks weaken on multiple headwinds
August 15, 2023
Tickers
BAC
BKX
CFG
CMA
Tags
BKX
CMA
SPX
From
MarketWatch
Bank asset quality, weaker profits spark Moody’s reviews and downgrades as it weighs potential 2024 recession
August 08, 2023
Tickers
ALLY
ASB
BK
BOKF
Tags
USB
ASB
STT
From
MarketWatch
These dividend stocks yield as much as 11% while meeting strict criteria for estimated cash flow
August 08, 2023
Tickers
AM
CFG
CMA
COLB
Tags
FHB
SPG
TFC
From
MarketWatch
US Banking Sector Shaken: Moody's Drops Credit Ratings Of 10 Banks, Sounds Alarm For More Downgrades
August 08, 2023
Tickers
ALLY
BAC
BK
BOKF
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JPM
KBWB
CMA
From
Benzinga
JPMorgan, Goldman and Morgan Stanley win praise in Jefferies Q2 bank earnings wrap
August 03, 2023
Tickers
BAC
BK
C
CFG
Tags
FHN
WAL
FITB
From
MarketWatch
Wells Fargo Bolsters Reserves for Weakening Commercial Real Estate: What Investors Must Know
August 02, 2023
Tickers
CBRE
CFG
GS
MS
Tags
CFG
^GSPC
OPI
From
Motley Fool
Regional-bank stocks move up after PacWest deal suggests stabilization in sector
July 26, 2023
Tickers
BANC
BKX
CFG
CMA
Tags
XLF
BANC
CFG
From
MarketWatch
Truist Financial: A New Bank for a New Era
July 21, 2023
Tickers
AMZN
CFG
HBAN
PNC
Tags
Recent Press Releases
HBAN
CFG
From
Motley Fool
Why Shares of Charles Schwab, KeyCorp, and Citizens Financial Are Rising This Week
July 20, 2023
Tickers
CFG
KEY
SCHW
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Recent Press Releases
Market News
CFG
From
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