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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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Client Information
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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
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Event Schedule
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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
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Where Citizens Financial Group Stands With Analysts
December 05, 2022
Tickers
CFG
Tags
CFG
BZI/AAR
Market News
From
Benzinga
Recap: Citizens Financial Group Q3 Earnings
October 19, 2022
Tickers
CFG
Tags
Market News
Earnings
CFG
From
Benzinga
Earnings Scheduled For October 19, 2022
October 19, 2022
Tickers
AA
ABT
ALLY
ASML
Tags
LBRT
PFBC
WDFC
From
Benzinga
Preview: Citizens Financial Group's Earnings
October 18, 2022
Tickers
CFG
Tags
CFG
Earnings
Market News
From
Benzinga
JPMorgan, Citi, Morgan Stanley and Wells Fargo kick off bank earnings season in choppy waters
October 07, 2022
Tickers
ACIO
BAC
C
CFG
Tags
JPM
BAC
ACIO
From
MarketWatch
Where Citizens Financial Group Stands With Analysts
October 05, 2022
Tickers
CFG
Tags
Analyst Ratings
Market News
BZI/AAR
From
Benzinga
Morgan Stanley Slashes Price Targets On Citigroup, Goldman Sachs, JPMorgan And Other Bank Stocks
October 05, 2022
Tickers
ALLY
BAC
BFH
C
Tags
BAC
JPM
News
From
Benzinga
Where Citizens Financial Group Stands With Analysts
September 12, 2022
Tickers
CFG
Tags
BZI/AAR
CFG
Analyst Ratings
From
Benzinga
Here Are 2 High Yielding Dividend Stocks In The Financial Sector Conducting Share Buybacks
September 04, 2022
Tickers
CFG
GS
Tags
Dividends
GS
Large Cap
From
Benzinga
20 dividend stocks with high yields that are expected to raise payouts the most through 2024
August 30, 2022
Tickers
AMGN
BBY
BK
CFG
Tags
HPQ
EMN
NRG
From
MarketWatch
Merger Monday brings fresh hope to investment bankers facing talk of head count reductions
August 08, 2022
Tickers
AVLR
BAC
C
CFG
Tags
GS
WFC
EMR
From
MarketWatch
6 Stocks to Buy as Inflation Surges
July 22, 2022
Tickers
ALLY
BRK
BSVN
CALM
Tags
JPM
Market Insight, Financial Articles
SCHW
From
InvestorPlace
Citizens Financial Group (CFG) Q2 2022 Earnings Call Transcript
July 19, 2022
Tickers
CFG
Tags
Recent Press Releases
Market News
CFG
From
Motley Fool
6 Undervalued Bank Stocks to Buy Now
July 19, 2022
Tickers
BAC
CFG
FITB
HBAN
Tags
NYSE:BAC,NASDAQ:HBAN,NYSE:RF,NYSE:CFG,NYSE:KEY,NASDAQ:FITB
CFG
BAC
From
InvestorPlace
Recap: Citizens Financial Group Q2 Earnings
July 19, 2022
Tickers
CFG
Tags
BZI/Recaps
CFG
Earnings
From
Benzinga
Citizens Financial Group Q2 EPS $1.14 Beats $0.85 Estimate
July 19, 2022
Tickers
CFG
Tags
Market News
Earnings
CFG
From
Benzinga
Preview: Citizens Financial Group's Earnings
July 18, 2022
Tickers
CFG
Tags
Earnings
Market News
CFG
From
Benzinga
3 Bank Stocks That Are Passive Income All-Stars
July 08, 2022
Tickers
CFG
MS
NYCB
Tags
Market News
CFG
MS
From
Motley Fool
Where Citizens Financial Group Stands With Analysts
July 07, 2022
Tickers
CFG
Tags
Market News
Analyst Ratings
CFG
From
Benzinga
5 Value Stocks In The Financial Services Sector
July 07, 2022
Tickers
BHLB
CFG
FISI
RVSB
Tags
CFG
RVSB
BZI/VS
From
Benzinga
Bank stocks are super cheap — even with the risk of recession
July 06, 2022
Tickers
AXP
BAC
BK
C
Tags
USB
FITB
C
From
MarketWatch
2 Deeply Discounted Dividend Stocks With High Yields
July 06, 2022
Tickers
CFG
FITB
HBAN
HSBC
Tags
Market News
FITB
HBAN
From
Motley Fool
3 High-Yield Dividend Stocks That Can Turn $12,000 Into More Than $16,000 by 2023
June 25, 2022
Tickers
CFG
LSI
NWG
SPY
Tags
NWG
LSI
T
From
Motley Fool
Analyst Ratings for Citizens Financial Group
May 31, 2022
Tickers
CFG
Tags
BZI/AAR
CFG
Analyst Ratings
From
Benzinga
Dividend stocks have trounced the market this year. Here are 15 high-yield stocks expected to raise payouts the most through 2024
May 25, 2022
Tickers
AMGN
BKR
C
CFG
Tags
VTRS
WMB
MTB
From
MarketWatch
Weekend reads: Retail troubles and how to handle this scary stock market
May 20, 2022
Tickers
AAPL
CFG
HD
LOW
Tags
LOW
CFG
TWTR
From
MarketWatch
Benzinga's Top Ratings Upgrades, Downgrades For May 16, 2022
May 16, 2022
Tickers
API
BABA
BAND
BEKE
Tags
TBLA
Initiation
TWLO
From
Benzinga
How Citizens Financial used an iPhone plan to create a nationwide digital bank
May 10, 2022
Tickers
AAPL
AXP
BAC
C
Tags
WFC
GS
COF
From
MarketWatch
This Foreboding Sign Looms Over Citizens Financial Group's Chart
April 26, 2022
Tickers
CFG
Tags
Market News
Benzinga
BZI/CROSS
From
Benzinga
Citizens Financial Group (CFG) Q1 2022 Earnings Call Transcript
April 19, 2022
Tickers
CFG
Tags
Market News
CFG
Recent Press Releases
From
Motley Fool
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