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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
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52.01
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Updated: 7:00 PM EDT, Mar 31, 2026
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U.S. Bank Resumes Bitcoin Cryptocurrency Custody Services for Institutional Investment Managers
September 03, 2025
From
U.S. Bancorp
Via
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Price Over Earnings Overview: U.S. Bancorp
↗
September 02, 2025
Via
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U.S. Bancorp to Speak at the Barclays Global Financial Services Conference
September 02, 2025
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Via
Business Wire
1 Large-Cap Stock to Research Further and 2 We Brush Off
September 02, 2025
Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence. With such vast footprints, however, finding new areas for growth is much harder than for...
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Navigating the Crosscurrents: Investor Sentiment at a Tipping Point
August 28, 2025
Financial markets are currently a tempest of conflicting emotions, with investors caught between the siren song of impending interest rate cuts and the persistent drumbeat of economic anxieties and...
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Is Capital One About to Create the Biggest Payment Network In America? Here's What Investors Need to Know.
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August 24, 2025
The recent acquisition of Discover is much more than the mere union of two competing credit card issuers.
Via
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Navigating the Currents: Top Sectors Primed for Growth in Q3 2025
August 27, 2025
The global economy is sailing into Q3 2025 with a blend of cautious optimism and persistent challenges. While a new tariff regime and elevated geopolitical tensions introduce elements of uncertainty,...
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Premier Lacrosse League Delivers Record Viewership and Engagement in 2025 Regular Season
August 22, 2025
The Premier Lacrosse League (PLL) powered by Ticketmaster today announced record growth across business units through the 2025 Regular Season. Led by an
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PNC Financial Services Group, Truist Financial, U.S. Bancorp, Sweetgreen, and Artivion Shares Skyrocket, What You Need To Know
August 22, 2025
A number of stocks jumped in the afternoon session after the major indices rebounded, as Fed Chair Jerome Powell delivered dovish remarks at the much-awaited Jackson Hole symposium. Powell suggested...
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Find the Cheapest Minnesota Vikings Football Tickets for US Bank Stadium Home Games and Away Games in 2025 at CapitalCityTickets.com with Promo Code CITY10 – All Seats on Sale
August 22, 2025
Via
AB Newswire
Should We Worry About Falling US Bank Reserves?
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August 21, 2025
In September 2019, the system creaked as the Fed had gone too far with bank reserve reduction. We're facing a similar challenge in the coming months as the Treasury replenishes its cash buffer.
Via
Talk Markets
Topics
Economy
Citigroup Explores Payment Services and Custody for Crypto ETFs, Stablecoins
August 19, 2025
Via
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ETFs
How Do Investors Really Feel About U.S. Bancorp?
↗
August 18, 2025
Via
Benzinga
3 S&P 500 Stocks Walking a Fine Line
August 14, 2025
The S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability. But not all large-cap stocks are created equal - some...
Via
StockStory
Topics
Stocks
U.S. Bancorp’s Q2 Earnings Call: Our Top 5 Analyst Questions
August 13, 2025
U.S. Bancorp’s second quarter saw modest year-over-year revenue growth, but results were mixed relative to Wall Street expectations. Management highlighted the strength of diversified fee income...
Via
StockStory
Topics
Earnings
Better Quantum Computing Stock: IonQ vs. Quantum Computing Inc.
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August 12, 2025
IonQ and Quantum Computing Inc. both build quantum equipment, but one stands out as the superior investment.
Via
The Motley Fool
These Are the Largest Financial Stocks by Market Cap. Here Are the 3 I'd Buy Today.
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August 12, 2025
Even though they are among the most valuable financial stocks, these three look like bargains.
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Is Quantum Computing Inc. Stock a Buy Now?
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August 07, 2025
The company's shares have soared, and sales appear to be accelerating.
Via
The Motley Fool
The Boulder Group Arranges Sale of Chick-fil-A Ground Lease Property in Chicago
August 06, 2025
Via
AB Newswire
U.S. Bank: Truck freight volume rises across all regions in Q2
August 05, 2025
From
U.S. Bancorp
Via
Business Wire
If You'd Invested $1,000 in JPMorgan Chase (JPM) 5 Years Ago, Here's How Much You'd Have Today
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August 04, 2025
Even huge banking enterprises can reward long-term investors with impressive returns.
Via
The Motley Fool
Topics
Economy
World Trade
KeyCorp: A Legacy of Financial Stewardship Spanning Two Centuries
August 04, 2025
KeyCorp (NYSE: KEY), headquartered in Cleveland, Ohio, stands as one of the largest bank-based financial services companies in the United States. With roots tracing back to 1825, it boasts a rich and...
Via
MarketMinute
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Retirement
Axos Financial, Ameris Bancorp, Citigroup, and U.S. Bancorp Stocks Trade Down, What You Need To Know
August 01, 2025
A number of stocks fell in the morning session after a surprisingly weak July jobs report and the announcement of sweeping new tariffs fueled fears of an economic slowdown and an impending interest...
Via
StockStory
Topics
Artificial Intelligence
Economy
World Trade
Coinbase: Pioneering the Path to Economic Freedom in the Digital Age
August 01, 2025
Coinbase Global, Inc. (NASDAQ: COIN) stands as a titan in the burgeoning world of cryptocurrency, a leading American exchange that has played a pivotal role in bringing digital assets to the...
Via
MarketMinute
Topics
Derivatives
ETFs
Economy
Q2 Earnings Roundup: U.S. Bancorp (NYSE:USB) And The Rest Of The Diversified Banks Segment
July 31, 2025
As the Q2 earnings season wraps, let’s dig into this quarter’s best and worst performers in the diversified banks industry, including U.S. Bancorp (NYSE:USB) and its peers.
Via
StockStory
Why Bank of Hawaii (BOH) Stock Is Falling Today
July 28, 2025
Shares of regional banking institution Bank of Hawaii (NYSE:BOH) fell 4.5% in the morning session after the company reported mixed second-quarter financial results where a significant revenue miss...
Via
StockStory
Topics
Artificial Intelligence
U.S. Bank Announces Resource Hub to Assist Small Business Owners
July 28, 2025
From
U.S. Bancorp
Via
Business Wire
This Dirt Cheap Stock Is Up 262% This Year. Could It Be the Next Palantir?
↗
July 25, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Hanley Investment Group Arranges Sale of Two-Tenant U.S. Bank and Animal Urgent Care Property in Sacramento Metro for $3.8 Million
July 23, 2025
Via
AB Newswire
Bank of America Is One of the Largest Financial Companies by Market Cap. But Is It a Buy?
↗
July 23, 2025
Via
The Motley Fool
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