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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
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
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U.S. Bancorp
(NY:
USB
)
55.49
+1.56 (+2.89%)
Official Closing Price
Updated: 7:00 PM EST, Jan 5, 2026
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How Is The Market Feeling About U.S. Bancorp?
↗
April 23, 2025
Via
Benzinga
U.S. Bank Announces Leader for Investment Services Division
April 21, 2025
From
U.S. Bancorp
Via
Business Wire
Deutsche Bank, Standard Chartered Reportedly Looking Into Expanding To US Crypto Market
↗
April 21, 2025
A growing number of cryptocurrency companies are preparing to enter the U.S. banking system, propelled by a policy shift under President Donald Trump aimed at integrating digital assets into mainstream...
Via
Benzinga
Topics
Government
Are Comparisons To 1929 Justified Or Overblown?
↗
April 19, 2025
In this week's video, we'll review the latest charts and data to help us answer the question: Are comparisons to 1929 justified or overblown?
Via
Talk Markets
Topics
Bonds
ETFs
Stocks / Equities
A Peek at U.S. Bancorp's Future Earnings
↗
April 15, 2025
Via
Benzinga
US Bancorp Posts Q1 Earnings Beat, New CEO Exhibits 'Sense Of Urgency'
↗
April 17, 2025
US Bancorp reports upbeat Q1 earnings, with strong noninterest income, loan growth, and cost discipline. Analysts maintain Buy and Neutral ratings.
Via
Benzinga
Topics
Earnings
U.S. Bancorp announces leadership changes in corporate functions
April 17, 2025
From
U.S. Bancorp
Via
Business Wire
U.S. Bancorp Analysts Slash Their Forecasts After Q1 Earnings
↗
April 17, 2025
Via
Benzinga
U.S. Bancorp Beats Q1 Expectations With $6.96B In Revenue
↗
April 16, 2025
U.S. Bancorp's first quarter of 2025 saw earnings exceed expectations.
Via
Talk Markets
Topics
Stocks / Equities
U.S. Bancorp Beats Q1 Estimates, CEO Says 'Revenues Outpaced Expenses'
↗
April 16, 2025
U.S. Bancorp beat Q1 expectations with strong noninterest income, loan growth, and disciplined cost management amid economic uncertainty.
Via
Benzinga
U.S. Bancorp Reports First Quarter 2025 Results
April 16, 2025
From
U.S. Bancorp
Via
Business Wire
Here Are My Top 3 High-Yield Stocks to Buy Now
↗
April 16, 2025
Via
The Motley Fool
Topics
Economy
Earnings Scheduled For April 16, 2025
↗
April 16, 2025
Via
Benzinga
U.S. Bancorp Gears Up For Q1 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts
↗
April 16, 2025
Via
Benzinga
1 Wall Street Analyst Thinks JPMorgan Chase Stock Is Going to $260. Is It a Buy?
↗
April 16, 2025
Via
The Motley Fool
Topics
Economy
U.S. Bank Introduces All-in-One Business Checking Plus Payments Acceptance to Help Business Owners Save Time and Money
April 14, 2025
From
U.S. Bancorp
Via
Business Wire
U.S. Bank introduces Spend Management for business owners
April 14, 2025
From
U.S. Bancorp
Via
Business Wire
Preview: Clouds Of Economic Uncertainty Hover Over JP Morgan Ahead Of Q1 Print
↗
April 10, 2025
The biggest U.S. bank is expected to report adjusted earnings of $4.57 per share on revenue of $44.14 billion.
Via
Stocktwits
Topics
Economy
Government
World Trade
Goldman Calls "US Recession" At 12:57pm; 73 Minutes Later Rescinds Recession Call
↗
April 09, 2025
In what was perhaps the pinnacle of Wall Street flip-flopping, arguably the most important US bank made announced just before 1pm that it had made a recession its base case... and 73 minutes later...
Via
Talk Markets
Topics
Economy
U.S. Bank’s Elavon Jumps Two Spots in 2025 Nilson Report Ratings
April 09, 2025
From
U.S. Bancorp
Via
Business Wire
Exclusive Interview by CorporateAds with Leandro Iglesias, CEO of IQSTEL, Inc. (Symbol: IQST) Regarding the Company’s Strong Revenue Growth on Track to $1 Billion by 2027
April 08, 2025
Via
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Affordable Kendrick Lamar Tickets 2025: All Seats at CapitalCityTickets.com and Best Seats to Buy at Each Venue
April 08, 2025
Via
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How Low Will Bitcoin Go?
↗
April 08, 2025
Via
The Motley Fool
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Economy
Government
World Trade
All the Stocks Warren Buffett Bought in the Last 2 Recessions: Are They Smart Picks Now?
↗
April 06, 2025
Via
The Motley Fool
Topics
Economy
Government
World Trade
Breaking Down U.S. Bancorp: 9 Analysts Share Their Views
↗
April 03, 2025
Via
Benzinga
U.S. Bancorp Announces First Quarter Earnings Conference Call Details
April 02, 2025
From
U.S. Bancorp
Via
Business Wire
Are You Missing Out on These 2 Recent Double-Digit Dividend Increases?
↗
April 01, 2025
Via
The Motley Fool
Topics
Credit Cards
Economy
Government
Is the Market Bullish or Bearish on U.S. Bancorp?
↗
March 31, 2025
Via
Benzinga
Is Bank of America Stock a Buy Now?
↗
March 30, 2025
Via
The Motley Fool
Topics
Credit Cards
10 Financials Stocks With Whale Alerts In Today's Session
↗
March 26, 2025
Via
Benzinga
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