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home
about us
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
Quarterly 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
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Bank of New York Mellon
(NY:
BK
)
121.14
+2.51 (+2.12%)
Streaming Delayed Price
Updated: 3:46 PM EDT, Apr 1, 2026
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3 Investments Warren Buffett Is Making That You Should Too
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Warren Buffett holds his position in these three stocks amid industry-specific risks, rising interest rates and inflation.
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Rising Risk: US Banks Face Deposit Flight Threat With Shrinking Profits
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August 13, 2023
Moody's, the credit ratings agency, recently issued a new cautionary message concerning the U.S. banking system.
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Moody's Raises Profit Questions On U.S. Regional Banks
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August 08, 2023
Bank stocks fell after Moody's downgraded credit ratings for several regional lenders.
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Moody’s, the well-known credit rating organization, downgraded the ratings of 10 U.S. small and mid-sized banks by one notch late Monday, sending shockwaves across a sector still reeling from the...
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Peering Into Bank of New York Mellon's Recent Short Interest
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August 07, 2023
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Bank of New York Mellon's Ex-Dividend Date Is Thursday, Here's What You Need To Know
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July 24, 2023
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These 6 Stocks Are Money Machines
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6 dividend growth stocks that just increased their dividends. Check out the video for full details.
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Bank of America, Bank of New York Mellon And 2 Other Stocks Insiders Are Selling
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July 24, 2023
The Nasdaq 100 closed slightly higher on Friday. Investors, meanwhile, focused on some notable insider trades.
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Benzinga
Looking Into Bank of New York Mellon's Recent Short Interest
↗
July 21, 2023
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A Hidden Gem: The Bank Stock Flying Under The Radar
July 21, 2023
Look for shares to tick back up toward $50 in the coming weeks, which is where they topped out at the start of the year.
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FedNow Hits The Market: Set To Revolutionize US Financial Infrastructure With Instant Payment Services
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July 20, 2023
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Market Volatility Declines Following Strong Bank Earnings; S&P 500 Settles Higher
↗
July 19, 2023
The S&P 500 closed higher on Tuesday, following solid bank earnings.
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Benzinga
Bank Of New York Mellon Beats Q2 Street Expectations
↗
July 18, 2023
The Bank Of New York Mellon Corporation (NYSE: BK) reported
Via
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Bank of New York Mellon's Earnings: A Preview
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July 17, 2023
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Looking Into Bank of New York Mellon's Recent Short Interest
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July 05, 2023
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Tesla, Netflix, Goldman Earnings Hit The Deck As Q2 Reporting Season Starts In Earnest: Key Companies To Watch In Week Ahead
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July 16, 2023
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The Latest Analyst Ratings for Bank of New York Mellon
↗
July 05, 2023
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Benzinga
Bank Of New York Mellon Boosts Quarterly Dividend By 14%
↗
July 03, 2023
Bank of New York Mellon Corp (NYSE: BK) boosted its quarterly dividend following the release of the Federal Reserve's
Via
Benzinga
Here's What Wall Street Experts Are Saying About Big Banks Ahead Of Earnings
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July 13, 2023
Wolfe Research downgraded Wells Fargo, upgraded JPMorgan.
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US Banking Heavyweights Set To Release Q2 Results: What To Watch For
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July 11, 2023
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This S&P 500 Stock Is a Blue Chip Bargain
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June 29, 2023
With roots that date back to 1784, this stock is about as solid as it gets.
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3 High-Yield Warren Buffett Stocks to Buy Now
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June 20, 2023
The best high-yield Warren Buffett stocks have an average yield of 3.3% and look undervalued at current levels.
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3 High-Yield Warren Buffett Dividend Stocks to Buy in June
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June 10, 2023
Investing in equal parts of this basket of dividend stocks produces a yield of 5.2%
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Bank of New York Mellon Earnings Conference Call Is Coming Up, Here's What You Need To Know
↗
June 08, 2023
Via
Benzinga
How To Attend Bank of New York Mellon Q2 2023 Earnings Conference Call
↗
June 08, 2023
Via
Benzinga
What 9 Analyst Ratings Have To Say About Bank of New York Mellon
↗
June 01, 2023
Via
Benzinga
AM Best Affirms Credit Ratings of BNY Trade Insurance, Ltd. and The Hamilton Insurance Corp.
June 06, 2023
From
AM Best
Via
Business Wire
3 Stocks That Hedge Funds Have Ghosted Big-Time
↗
May 31, 2023
Hedge funds aren't always in selling mode, and these are three stocks that have seen some big selling pressure of late.
Via
InvestorPlace
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