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home
about us
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Firm ADV PDFs
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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
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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
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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
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Zions Bancorp
(NQ:
ZION
)
53.54
+0.44 (+0.83%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Mar 16, 2026
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All News about Zions Bancorp
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Bank Crisis: Bankers Call For Probe Into Short Sellers. Elizabeth Warren Wants Answers From First Republic.
↗
May 05, 2023
The ABA called for a probe into short sellers profiting off the bank crisis. Senator Warren wants answers from First Republic executives.
Via
Investor's Business Daily
Benzinga Pro's Top 5 Stocks To Watch For Friday, May 5, 2023: AAPL, AMC, WAL, KMX, PENN
↗
May 05, 2023
Apple (AAPL) - Shares were up about 2% following better-than-expected quarterly results from Apple and news of a raised quarterly dividend and $90 billion buyback plan. To hear how analysts
Via
Benzinga
Zions Bancorporation Options Traders Bet On Stock Dipping This Much By May Expiration
↗
May 05, 2023
Shares of bank stocks, including Zions Bancorporation (NASDAQ: ZION), traded lower on Thursday amid broader financial sector concerns after PacWest Bancorp (NASDAQ: PACW) said it is
Via
Benzinga
Why Western Alliance, PacWest, First Horizon And Regional Bank Stocks Are Rebounding Premarket Friday
↗
May 05, 2023
Shares of beaten-down regional banking stocks were surging higher in premarket trading.
Via
Benzinga
Recap: Zions Bancorp Q1 Earnings
↗
April 19, 2023
Via
Benzinga
Zions Bancorp: Q1 Earnings Insights
↗
April 19, 2023
Via
Benzinga
Earnings Preview For Zions Bancorp
↗
April 18, 2023
Via
Benzinga
Expert Ratings for Zions Bancorp
↗
April 12, 2023
Via
Benzinga
Morgan Stanley Maintains Equal-Weight Rating for Zions Bancorp: Here's What You Need To Know
↗
April 05, 2023
Via
Benzinga
Is It Time to Buy the S&P 500's 4 Worst-Performing Stocks of 2023?
↗
May 05, 2023
Are these stocks down for the count or just down on their luck?
Via
The Motley Fool
Spotlight Back On Regional Banks As Shares Plunge Following Fed's Latest Rate Hike
↗
May 04, 2023
(Thursday market open) Regional banks, along with the rest of the market, are back under pressure this morning after the latest Federal Reserve rate hike.
Via
Benzinga
PacWest Bancorp Explores Options, Including Potential Sale. Investors Hit Panic Button.
↗
May 04, 2023
PacWest Bancorp sparked more panic among regional banks.
Via
Investor's Business Daily
Bank Stocks Alert: Why Are PACW, WAL, BAC, ZION, Down Today?
↗
May 02, 2023
Regional bank stocks are under pressure again on Tuesday as the KRE ETF hits new 52-week lows, which is weighing on the stock market.
Via
InvestorPlace
Bank Stocks Dive As Investors Digest First Republic Failure. Fed Meeting Looms.
↗
May 02, 2023
Bank stocks dive Tuesday as the financial sector process the First Republic failure and sale ahead of the Fed rate decision Wednesday.
Via
Investor's Business Daily
Stocks That Hit 52-Week Lows On Thursday
↗
May 04, 2023
On Thursday, 498 companies reached new 52-week lows.
Via
Benzinga
How Are Regional Banks Doing In A Post-Apocalyptic... We Mean, Post-Silicon Valley Bank World?
↗
April 26, 2023
The aftermath of SVB Financial Group's Silicon Valley Bank collapse rocked the financial world, and investors have been keeping a close eye on regional banks' volatile stocks affected by the...
Via
Benzinga
First Republic Pleads With Big Banks For Rescue. FRC Stock Keeps Tumbling
↗
April 26, 2023
First Republic tells giants that a rescue would be in their interest
Via
Investor's Business Daily
Zions Bancorporation to Webcast 2023 Annual Meeting of Shareholders
April 25, 2023
From
Zions Bancorporation
Via
Business Wire
FRC Stock Alert: Does First Republic’s Plunge Mean a Crash Is Coming?
↗
April 25, 2023
First Republic reminded traders that the economic system depends on customer confidence, which is a fragile thing.
Via
InvestorPlace
Why Nevro Shares Are Trading Lower By Around 19%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
↗
April 20, 2023
Gainers Aditxt, Inc. (NASDAQ: ADTX) shares gained 68.6% to $1.45. Aditxt signed asset purchase agreement to acquire 50% ownership of Global Response Aid with rights to manufacture and market...
Via
Benzinga
Abbott Laboratories To Rally 17%? Here Are 10 Other Analyst Forecasts For Thursday
↗
April 20, 2023
Morgan Stanley cut the price target for Charter Communications, Inc. (NASDAQ: CHTR) from $460 to $420. Morgan Stanley analyst Benjamin Swinburne maintained an Equal-Weight rating. Charter...
Via
Benzinga
Tesla, Nokia, Zions Bancorp And Other Big Stocks Moving Lower In Thursday's Pre-Market Session
↗
April 20, 2023
U.S. stock futures traded lower this morning. Here are some big stocks recording losses in today’s pre-market trading session.
Via
Benzinga
Tesla, Rivian, IBM, Zions, Lam Research: Why These Five Stocks Are Drawing Investors' Attention Today
↗
April 19, 2023
Via
Benzinga
Zions Bancorporation, National Association Reports First Quarter Financial Results
April 19, 2023
From
Zions Bancorporation, N.A.
Via
Business Wire
What Should Investors Watch in Regional Bank Earnings?
↗
April 19, 2023
We're about to see how the recent banking turmoil affected regional financial institutions.
Via
The Motley Fool
Regional Bank Earnings: Western Alliance, Zions Update March Panic Impact
↗
April 18, 2023
Regional banks detail damage from March with their earnings this week. Western Alliance announces late Tuesday with Zions, others on deck.
Via
Investor's Business Daily
Benzinga's Top Ratings Upgrades, Downgrades For April 5, 2023
↗
April 05, 2023
Via
Benzinga
Morgan Stanley Cuts Regional Bank Outlook; Western Alliance Dives On Financial Update
↗
April 05, 2023
Morgan Stanley cut its outlook for midsized banks.
Via
Investor's Business Daily
Nasdaq, S&P 500 Futures Fall As Markets Eye Jobs Data To Gauge Economy's Resilience
↗
April 05, 2023
The market mood appears to have turned defensive as traders shift their attention back to economic data, given the implication they can have on rates. Futures trading suggests that the major averages...
Via
Benzinga
Is It Time to Buy the S&P 500's 3 Worst-Performing March Stocks?
↗
April 04, 2023
Which industry had the worst month? It should come as no surprise.
Via
The Motley Fool
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