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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
MARKET RESEARCH
Featured Quarterly Newsletter
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U.S. Bancorp
(NY:
USB
)
52.01
+1.65 (+3.28%)
Official Closing Price
Updated: 7:00 PM EDT, Mar 31, 2026
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Press Releases about U.S. Bancorp
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U.S. Bank Enhances Consumer Mortgage Experience For New Homebuilding in Partnership with Built
Today 10:00 EDT
From
U.S. Bancorp
Via
Business Wire
Small Businesses Can Soon Enjoy New Rewards With the Prime Business and Amazon Business Credit Cards
Today 9:00 EDT
From
Amazon.com, Inc.
Via
Business Wire
U.S. Bancorp Announces Leadership Changes in Its Operations Function
March 26, 2026
From
U.S. Bancorp
Via
Business Wire
2026 Morgan Wallen Tickets Cheap: Promo Code CITY10 & Best Deals Online | CapitalCityTickets.com
March 26, 2026
Via
AB Newswire
U.S. Bank Avvance Introduces New Longer-Term Financing Options
March 25, 2026
From
U.S. Bancorp
Via
Business Wire
Wally Mlynarski Named Elavon CEO
March 18, 2026
From
Elavon
Via
Business Wire
U.S. Bank Named One of the World’s Most Ethical Companies by the Ethisphere Institute for 12th Consecutive Year
March 18, 2026
From
U.S. Bancorp
Via
Business Wire
Alan Flanagan joins U.S. Bank as head of Global Investment Services
March 17, 2026
From
U.S. Bancorp
Via
Business Wire
U.S. Bancorp Announces Quarterly Dividends
March 10, 2026
From
U.S. Bancorp
Via
Business Wire
U.S. Bancorp Advisors Launches Suite of Offerings for Investors New to Building Wealth
March 09, 2026
From
U.S. Bancorp
Via
Business Wire
The Payment Wall Blocking Caribbean Workers From the Digital Economy
March 09, 2026
Via
Press Release Distribution Service
Topics
Economy
U.S. Bank Raises $5.7 Billion Through Tax Credit Syndications in 2025
March 06, 2026
From
U.S. Bancorp
Via
Business Wire
U.S. Bancorp Provides Schedule for 2027 Earnings Conference Calls
March 05, 2026
From
U.S. Bancorp
Via
Business Wire
U.S. Bancorp to Speak at the RBC Capital Markets Global Financial Institutions Conference
March 04, 2026
From
U.S. Bancorp
Via
Business Wire
Elavon Wins Multiple Top Payment Gateway Awards
February 11, 2026
From
Elavon
Via
Business Wire
Elavon launches fresh logo and bold new look for a dynamic 2026
February 09, 2026
From
Elavon
Via
Business Wire
Manhattan Real Estate Attorney Natalia A. Sishodia Guides Foreign Investors Through NYC Property Purchases
February 05, 2026
Via
AB Newswire
U.S. Bank Adds Industry Veterans to Its Payments: Merchant and Institutional Leadership Team
February 04, 2026
From
U.S. Bancorp
Via
Business Wire
U.S. Bank Freight Payment Index: Tight Capacity Pushes Freight Rates Higher Despite Soft Volumes
February 03, 2026
From
U.S. Bancorp
Via
Business Wire
U.S. Bank Business Shield™ Visa® Card Offers Intro 0% APR for up to 18 Billing Cycles
February 02, 2026
From
U.S. Bancorp
Via
Business Wire
U.S. Bancorp Announces Leadership Changes in Its Operations Function
January 29, 2026
From
U.S. Bancorp
Via
Business Wire
U.S. Bancorp Appoints Gunjan Kedia Chairman of the Board of Directors Effective in April 2026
January 28, 2026
From
U.S. Bancorp
Via
Business Wire
Payments Made Convenient with Elavon Live Payments and Microsoft 365
January 27, 2026
From
Elavon
Via
Business Wire
U.S. Bancorp Reports Fourth Quarter 2025 Results
January 20, 2026
From
U.S. Bancorp
Via
Business Wire
Shammas Tax Urges Small Business Owners to Prioritise Year-Round Organisation
January 16, 2026
January 16, 2026 -- El Cajon Firm Highlights How Simplicity and Fairness Can Reduce Stress for Freelancers and Entrepreneurs
Via
24-7 Press Release
Merchant Cash Advance Defaults Surge 59% to $2.2 Billion as Businesses Turn to Reverse Consolidation
January 15, 2026
Via
AB Newswire
Topics
Bankruptcy
U.S. Bancorp to Acquire BTIG
January 13, 2026
From
U.S. Bancorp
Via
Business Wire
U.S. Bancorp Announces Fourth Quarter Earnings Conference Call Details
January 06, 2026
From
U.S. Bancorp
Via
Business Wire
The Boulder Group Arranges Sale of Net Leased 7-Eleven in Denver MSA
January 05, 2026
Via
AB Newswire
U.S. Bank Avvance Expands Embedded Financing Network with Three New Integrated Partners
December 17, 2025
From
U.S. Bancorp
Via
Business Wire
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