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home
about us
Investment Approach
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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52.01
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Updated: 7:00 PM EDT, Mar 31, 2026
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All News about U.S. Bancorp
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Why Are US Banks Seeing Heavy Selloffs Today?
↗
February 27, 2026
The declines come after FS KKR Capital Corp, a fund managed by private equity giant KKR, reported a jump in bad loans and decline in net income.
Via
Stocktwits
Topics
Artificial Intelligence
This US Bancorp Analyst Turns Bullish; Here Are Top 4 Upgrades For Thursday
↗
February 26, 2026
Via
Benzinga
3 Bank Stocks with Questionable Fundamentals
February 25, 2026
Banks play a critical role in the financial system, providing everything from commercial loans to wealth management and payment processing services. But worries about an economic slowdown and potential...
Via
StockStory
Topics
Stocks
The Great Bank Consolidation of 2026: Mike Mayo Signals a ‘Generational Restructuring’ of the Financial Sector
February 24, 2026
The opening weeks of 2026 have ushered in a transformative era for the American financial landscape, as a tidal wave of bank mergers and acquisitions (M&A) fundamentally redraws the map of the...
Via
MarketMinute
Topics
Artificial Intelligence
Fraud
Gold And The Final Phase Of The U.S. Bank Run
↗
February 19, 2026
Via
Talk Markets
Is JPMorgan Chase Stock Outperforming the Dow?
February 24, 2026
JPMorgan Chase has slightly outpaced the Dow Jones Industrial Average over the past year, and Wall Street’s view remains constructively bullish, reflecting confidence in the bank’s earnings power and...
Via
Barchart.com
Topics
Credit Cards
Economy
Stocks
Capital One Slips As Private Credit Jitters Spread
↗
February 23, 2026
Capital One Financial shares are trading lower Monday afternoon as a wave of selling hit U.S. bank and asset-management shares on worries about private credit and AI-exposed lending.
Via
Benzinga
Toronto-Dominion Bank Could Soar If These 3 Things Go Right
↗
February 20, 2026
Wall Street has a very short memory, but TD Bank could start to grow more quickly if these three things go right.
Via
The Motley Fool
The Backbone of America: Why This Bank ETF Is a Must-Watch for Value Investors
↗
February 19, 2026
Investors looking for insights about the strength of the economy and a basket of value stocks might want to examine this bank ETF.
Via
The Motley Fool
Topics
Credit Cards
ETFs
Economy
The Infinite Game: A Comprehensive Research Feature on Nu Holdings Ltd. (NU)
February 19, 2026
Date: February 19, 2026 Introduction In the global landscape of fintech, few stories are as compelling—or as profitable—as that of Nu Holdings Ltd. (NYSE: NU). Once a disruptive startup challenging the...
Via
Finterra
Topics
Artificial Intelligence
Credit Cards
ETFs
The Institutional 'Wall of Capital' Arrives: Spot ETFs Cement Crypto’s Place in Global Finance
February 18, 2026
As of February 18, 2026, the digital asset landscape has undergone a profound transformation. What began as a speculative experiment has matured into a cornerstone of institutional portfolio...
Via
MarketMinute
Topics
Bonds
ETFs
Regulatory Compliance
The Great Consolidation: US Bank M&A Hits 7-Year High in 2026 as Regulatory Clouds Part
February 16, 2026
The United States banking sector has entered a transformative era of consolidation in early 2026, with merger and acquisition (M&A) activity reaching levels not seen since 2019. Driven by a "perfect...
Via
MarketMinute
Topics
Artificial Intelligence
The Era of the Mega-Regional: Fifth Third Bancorp Finalizes $12.3 Billion Acquisition of Comerica
February 16, 2026
In a move that signals a seismic shift in the American banking landscape, Fifth Third Bancorp (Nasdaq: FITB) has officially completed its $12.3 billion acquisition of Comerica Incorporated (NYSE: CMA)....
Via
MarketMinute
Topics
Artificial Intelligence
1 S&P 500 Stock on Our Buy List and 2 That Underwhelm
February 15, 2026
While the S&P 500 (^GSPC) includes industry leaders, not every stock in the index is a winner. Some companies are past their prime, weighed down by poor execution, weak financials, or structural...
Via
StockStory
Topics
Stocks
2 Brilliant Growth Stocks to Buy Now and Hold for the Long Term
↗
February 13, 2026
SoFi and Adyen are still worth buying in this frothy market.
Via
The Motley Fool
Topics
Credit Cards
1 Volatile Stock with Exciting Potential and 2 We Question
February 11, 2026
A highly volatile stock can deliver big gains - or just as easily wipe out a portfolio if things go south. While some investors embrace risk, mistakes can be costly for those who aren’t prepared.
Via
StockStory
Elavon Wins Multiple Top Payment Gateway Awards
February 11, 2026
From
Elavon
Via
Business Wire
Santander’s $12.3 Billion Acquisition of Webster Financial: A Bold Gambit for U.S. Dominance
February 09, 2026
In a move that has sent shockwaves through the Atlantic banking corridor, Banco Santander (NYSE: SAN) announced on February 3, 2026, a definitive agreement to acquire Webster Financial Corporation...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Elavon launches fresh logo and bold new look for a dynamic 2026
February 09, 2026
From
Elavon
Via
Business Wire
The Federal Reserve Signals 'Strategic Patience' with Rate Hold: Market Eyes Shifting Easing Cycle
February 06, 2026
The Federal Reserve Open Market Committee (FOMC) concluded its first policy meeting of 2026 on January 28, voting to maintain the federal funds rate at a target range of 3.5% to 3.75%. This widely...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
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
US Banks Meet White House On Crypto Market Structure As Stablecoin Rewards Divide Deepens
↗
February 03, 2026
The talks come after Coinbase withdrew support for a Senate bill that would restrict yield on stablecoins.
Via
Stocktwits
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
First US Bank Failure Of 2026 Hits, But Another One Looks Unlikely, Polymarket Says
↗
February 02, 2026
Metropolitan Capital Bank became first US bank to fail in 2026 due to loan tied to troubled facility. FDIC estimates cleanup cost at $19.7M.
Via
Benzinga
U.S. Bancorp Stock: Is Wall Street Bullish or Bearish?
February 02, 2026
Although U.S. Bancorp has outperformed the broader market over the past year, Wall Street analysts maintain a cautiously optimistic outlook about the stock’s prospects.
Via
Barchart.com
Topics
ETFs
These 3 Numbers Show Why It's Likely for XRP to Hit $3 and Beyond
↗
February 01, 2026
XRP was above $3 in 2025, and it might soon be once again.
Via
The Motley Fool
The Best Cryptocurrency to Buy With $50 Right Now
↗
January 30, 2026
XRP could soar higher if a new crypto summer begins.
Via
The Motley Fool
Topics
ETFs
Lawsuit
Regulatory Compliance
U.S. Bancorp Announces Leadership Changes in Its Operations Function
January 29, 2026
From
U.S. Bancorp
Via
Business Wire
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