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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
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Back Dated Performance Reports
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Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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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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Latest News about ZION
Recent news which mentions ZION
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The Latest Analyst Ratings for Zions Bancorp
September 22, 2023
Tickers
ZION
Tags
BZI/AAR
Analyst Ratings
Market News
From
Benzinga
Wall Street Firms Urge Regulators To Rethink New Bank Capital Rules: Bank Stocks Show Mixed Reaction
September 13, 2023
Tickers
GS
KRE
MS
XLF
Tags
ZION
Economics
AI Generated
From
Benzinga
CPI Report Sends Ripples Through 5 Key ETFs: Banks Stumble, Bonds Waver, Tech Resilient
September 13, 2023
Tickers
ADBE
AMD
AMZN
INTC
Tags
Benzinga
TSLA
Sector ETFs
From
Benzinga
Regional banks facing credit losses for commercial real estate: Moody’s study
September 06, 2023
Tickers
ASB
AX
BKU
BOH
Tags
ONB
FRME
OZK
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
Tags
Top Stories
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Regulations
From
Benzinga
7 Oversold Stocks Due for a Massive Short Squeeze
August 30, 2023
Tickers
ABNB
ALB
HST
MKTX
Tags
ALB
Market News
HST
From
InvestorPlace
U.S. banks and regional lenders slide across the board as S&P is latest to downgrade ratings
August 22, 2023
Tickers
ASB
BK
BKX
C
Tags
KEY
VLY
UMBF
From
MarketWatch
S&P Slashes Ratings Of 5 US Regional Banks Facing Growing Challenges
August 22, 2023
Tickers
ASB
BK
CMA
KEY
Tags
RCBC
CMA
Small Cap
From
Benzinga
10 Financials Stocks Whale Activity In Today's Session
August 18, 2023
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AIG
AXP
BAC
C
Tags
SCHW
PNC
BAC
From
Benzinga
The 3 Most Undervalued Mid-Cap Stocks to Buy Now: August 2023
August 15, 2023
Tickers
NSA
OMAB
ZION
Tags
Stocks to Buy
ZION
NSA
From
InvestorPlace
Financial stocks weaken on multiple headwinds
August 15, 2023
Tickers
BAC
BKX
CFG
CMA
Tags
COF
SPX
TFC
From
MarketWatch
Can You Still Buy the S&P 500's Best-Performing July Stocks?
August 10, 2023
Tickers
KEY
NWL
USB
ZION
Tags
KEY
ZION
Recent Press Releases
From
Motley Fool
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
Tags
sell off
REIT
FULT
From
Benzinga
Why Zions Bancorp Stock Surged 42% in July
August 07, 2023
Tickers
ZION
Tags
ZION
Recent Press Releases
Market News
From
Motley Fool
JPMorgan, Goldman and Morgan Stanley win praise in Jefferies Q2 bank earnings wrap
August 03, 2023
Tickers
BAC
BK
C
CFG
Tags
GS
WFC
TFC
From
MarketWatch
Rising Stars, Falling Trends: July's Industry ETF Winners And Losers
July 31, 2023
Tickers
AAL
ADM
AMGN
AMT
Tags
AVGO
APLS
LUV
From
Benzinga
Regional-bank stocks move up after PacWest deal suggests stabilization in sector
July 26, 2023
Tickers
BANC
BKX
CFG
CMA
Tags
PACW
KRE
XLF
From
MarketWatch
Why These 2 Bank Stocks Are Soaring Late Tuesday
July 25, 2023
Tickers
BANC
DJI
KEY
PACW
Tags
KEY
BANC
^GSPC
From
Motley Fool
ETF Winners And Losers: Medium-Cap Returns - Regional Banks Bounce While Lithium Stocks Slump, KRE Up 7.54%, LIT Down 4.18%
July 24, 2023
Tickers
ALB
KRE
LIT
SM
Tags
Benzinga
WAL
TSLA
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For July 24, 2023
July 24, 2023
Tickers
AA
ABR
AMLX
APP
Tags
TWLO
QSG
EFX
From
Benzinga
Why Zions Bancorporation Stock Rose 20.6% This Week
July 21, 2023
Tickers
ZION
Tags
Market News
ZION
Recent Press Releases
From
Motley Fool
Why Regional Bank Stocks KeyCorp and Zions Rallied After Earnings Today, but Truist Tumbled
July 20, 2023
Tickers
KEY
TFC
ZION
Tags
KEY
ZION
Recent Press Releases
From
Motley Fool
Why Zions Bancorporation Stock Popped Today
July 20, 2023
Tickers
ZION
Tags
News
Movers
why it's moving
From
Benzinga
12 Financials Stocks Moving In Thursday's Intraday Session
July 20, 2023
Tickers
BANR
BENF
COLB
DFS
Tags
COLB
ZION
VBFC
From
Benzinga
Why Infosys Shares Are Trading Lower By 9%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
July 20, 2023
Tickers
ABVC
ALPS
AWH
CBIO
Tags
TARS
Mid/Day Movers
QSI
From
Benzinga
Zions Bancorp's Q2 2023 Earnings Exceed Expectations: Analysts Increase Price Targets
July 20, 2023
Tickers
ZION
Tags
Benzinga
Equities
Analyst Ratings
From
Benzinga
Johnson & Johnson, Zions Bancorporation, Heritage-Crystal Clean And Other Big Stocks Moving Higher On Thursday
July 20, 2023
Tickers
HCCI
JNJ
NBTX
OLO
Tags
Markets
Movers
TREE
From
Benzinga
Where Zions Bancorp Stands With Analysts
July 20, 2023
Tickers
ZION
Tags
ZION
Benzinga
BZI/AAR
From
Benzinga
Netflix shares slump on revenue outlook, Tesla stock slips on margin fears and other stocks on the move
July 20, 2023
Tickers
DFS
EFX
LVS
NBHC
Tags
UAL
EFX
WTFC
From
MarketWatch
Earnings Scheduled For July 19, 2023
July 19, 2023
Tickers
AA
ALLY
ASML
BANR
Tags
UAL
REXR
AA
From
Benzinga
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