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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
)
52.01
+1.65 (+3.28%)
Official Closing Price
Updated: 7:00 PM EDT, Mar 31, 2026
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July 02, 2025
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July 02, 2025
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June 24, 2025
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$90 Billion Capital Cushion Points To Serious Bank Shareholder Payday: Goldman Sachs
↗
July 01, 2025
Goldman Sachs analysts are betting that new Fed rules will free up an estimated $5.5 trillion on bank balance sheets.
Via
Benzinga
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U.S. Bancorp Announces Second Quarter Earnings Conference Call Details
July 01, 2025
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USB Q1 Deep Dive: Payments Transformation, Expense Discipline, and Leadership Transition Shape Outlook
June 26, 2025
Financial services giant U.S. Bancorp (NYSE:USB) reported Q1 CY2025 results beating Wall Street’s revenue expectations, with sales up 3.6% year on year to $6.93 billion. Its non-GAAP profit of $1.03...
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U.S. Bancorp (USB): Buy, Sell, or Hold Post Q1 Earnings?
June 25, 2025
Over the past six months, U.S. Bancorp’s shares (currently trading at $44.67) have posted a disappointing 8.9% loss while the S&P 500 was flat. This may have investors wondering how to approach the...
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Warren Buffett Sells a Bank Stock and Buys a Restaurant Stock Up 4,230% in 15 Years
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June 23, 2025
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U.S. Bancorp announces quarterly dividends
June 18, 2025
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2 Bank Stocks to Buy With $100 and Hold Forever
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U.S. Bank Expands Embedded Payments Suite to Power Efficient, Secure Transactions
June 17, 2025
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U.S. Bank Small Business Survey Finds More Than One-Third of Gen Z and Millennial Owners Plan to Acquire a Business From a Retiring Owner – But Many Older Owners Aren’t Ready
June 16, 2025
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U.S. Bank and Fiserv Create Market-Leading, Integrated Agent Card Issuance
June 12, 2025
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Business Wire
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June 12, 2025
Banks play a critical role in the financial system, providing everything from commercial loans to wealth management and payment processing services. Still, investors are uneasy as banks face challenges...
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AFRM, BLK, WFC: Top 3 Financial Stocks Which Generated Heavy Retail Buzz Last Week
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June 09, 2025
Investors were glued to the lifting of the asset cap of Wells Fargo, an analyst’s report for Affirm, and a favorable government move in Texas for BlackRock.
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Why Analog Devices Stock Topped the Market Today
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June 06, 2025
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The number of women CEOs in the Fortune 500 edges up in 2025
June 06, 2025
The largest 500 corporations in the U.S. now employ 55 women CEOs, a gain of three from the 52 that held those positions in 2023 and 2024. Women now run 11%
Via
Equities.com
Stock Analysis - U.S. Bancorp
↗
June 06, 2025
U.S. Bancorp is one of the largest regional banks in the US, with assets of around $680 billion.
Via
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Exclusive Interview with Leandro Iglesias, CEO of IQSTEL, Inc. (Nasdaq: IQST); Acquiring Majority Interest in Fintech Innovator GlobeTopper
June 04, 2025
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U.S. Bancorp to speak at the Morgan Stanley US Financials Conference
June 04, 2025
From
U.S. Bancorp
Via
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