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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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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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Buying Opportunities In Financial ETFs And Bank Stocks
↗
March 31, 2023
The consensus now is that the overall US banking system is not in as much danger as many initially thought. Earnings projections, for the most part, are holding strong. VE model rates beaten-down bank...
Via
Talk Markets
First Republic Bank, KeyCorp And Other Big Stocks Moving Higher In Monday's Pre-Market Session
↗
March 27, 2023
U.S. stock futures traded higher this morning. Here are some big stocks recording gains in today’s pre-market trading session.
Via
Benzinga
Analyst Ratings for Zions Bancorp
↗
March 23, 2023
Via
Benzinga
Bank Crisis: UBS Buys Credit Suisse; U.S. Bank Upgraded, PacWest, N.Y. Community Bank Rally
↗
March 20, 2023
Swiss bank UBS agreed to buy Credit Suisse Sunday in a government-backed deal; First Republic downgraded, plans stock sale.
Via
Investor's Business Daily
Bank Crisis
↗
March 16, 2023
As the banking crisis unfolds, stay on top of the latest financial news and analysis.
Via
Investor's Business Daily
What To Know About JP Morgan's Downgrade of Zions Bancorp
↗
January 25, 2023
Via
Benzinga
Where Zions Bancorp Stands With Analysts
↗
January 24, 2023
Via
Benzinga
Preview: Zions Bancorp's Earnings
↗
January 20, 2023
Via
Benzinga
Bank Crisis: Yellen Speaks To Senate; First Republic Bank Ponders Sale
↗
March 16, 2023
Bank stocks prepare for another round of losses Thursday. Treasury Secretary Yellen to weigh in on bank crisis, First Republic ponders sale.
Via
Investor's Business Daily
Regional, Big U.S. And Global Banks Shake From SVB Collapse On Wednesday
↗
March 15, 2023
Via
Benzinga
Moody's Warns Of 'Rapid Deterioration' In Banking Environment, Evaluates Comerica, Western Alliance And More
↗
March 14, 2023
Risk assessment firm Moody’s Corporation (NYSE: MCO) is downgrading the outlook on the U.S.
Via
Benzinga
Market Briefing For Tuesday, Mar. 14
↗
March 14, 2023
Return of money, rather than return on money captured sentiments of nearly everyone dealing with regional banks especially in the Bay Area; but not limited to that area.
Via
Talk Markets
Moody's Places 6 US Banks Under Review For Downgrade — Is Your Lender In This List?
↗
March 14, 2023
Via
Benzinga
Regional Bank Analyst Slashes Price Targets Across The Board: 'Interest Rates Pose Significant Risk'
↗
March 13, 2023
The SPDR S&P 500 ETF Trust (NYSE: SPY) stabilized Monday, but extreme volatility among U.S.
Via
Benzinga
Why Are So Many Regional Banks Getting Crushed Today?
↗
March 13, 2023
Several banks are dropping even after the government's bold action to restore confidence.
Via
The Motley Fool
Bank Crisis Widens As Signature Topples, Funding Props First Republic
↗
March 13, 2023
The bank crisis spread to Signature Bank, closed Sunday after the Silicon Valley Bank failure. First Republic secured funds.
Via
Investor's Business Daily
Why Bank Shares Are Trading Lower? Here Are Other Stocks Moving In Monday's Mid-Day Session
↗
March 13, 2023
Gainers Provention Bio, Inc. (NASDAQ: PRVB) shares jumped 250.8% to $23.50 after Sanofi announced it will acquire the company for $25 per share in cash.
Via
Benzinga
First Republic Bank, Bank of America And Other Big Stocks Moving Lower In Monday's Pre-Market Session
↗
March 13, 2023
U.S. stock futures traded mixed this morning. Here are some big stocks recording losses in today’s pre-market trading session.
Via
Benzinga
Bank Dominoes Falling
↗
March 11, 2023
Silvergate Bank, overexposed to cryptocurrencies, liquidated this week. Two days later, trading in Silicon Valley Bank stock was halted amid a seeming run on the bank. Things have been breaking bad for...
Via
Talk Markets
Stocks That Hit 52-Week Lows On Friday
↗
March 10, 2023
On Friday, 497 companies set new 52-week lows.
Via
Benzinga
Rising Interest Rates Squeeze Regional Bank Stocks: 'Banks Could Be Forced To Liquidate'
↗
March 10, 2023
The shocking downfall of SVB Financial Group (NASDAQ: SIVB) has stolen the spotlight in the banking sector this week, but the banking industry's woes may be much more serious than
Via
Benzinga
Zions Bancorporation to Present at the RBC Capital Markets Global Financial Institutions Conference
March 03, 2023
From
Zions Bancorporation, N.A.
Via
Business Wire
Zions Bancorporation Receives 14 Greenwich Excellence Awards for 2022
March 02, 2023
From
Zions Bancorporation, N.A.
Via
Business Wire
Buy/Sell: Wall Street's Top 10 Stock Calls This Week - Sunday, Jan. 29
↗
January 29, 2023
What has Wall Street been buzzing about this past week? Here are the top 5 buy calls and the top 5 sell calls made by Wall Street’s best analysts during the week of Jan. 23-27.
Via
Talk Markets
Zions Bancorporation’s Board Approves Share Repurchase and Declares Dividends on Common and Preferred Stock
January 27, 2023
From
Zions Bancorporation, N.A.
Via
Business Wire
Union Pacific To Rally Over 11%? Here Are 10 Other Analyst Forecasts For Wednesday
↗
January 25, 2023
Keybanc raised the price target for Reliance Steel & Aluminum Co. (NYSE: RS) from $225 to $235. Keybanc analyst Philip Gibbs maintained an Overweight rating. Reliance Steel shares fell 0.2% to close at...
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For January 25, 2023
↗
January 25, 2023
Via
Benzinga
Zions Bancorporation, National Association Reports Fourth Quarter Financial Results
January 23, 2023
From
Zions Bancorporation, N.A.
Via
Business Wire
Earnings Scheduled For January 23, 2023
↗
January 23, 2023
Companies Reporting Before The Bell • Baker Hughes (NASDAQ:BKR) is expected to report quarterly earnings at $0.40 per share on revenue of $6.06 billion.
Via
Benzinga
Barclays Revises Price Targets On These Big US Banks
↗
January 03, 2023
Barclays boosted the price target for The Goldman Sachs Group, Inc. (NYSE: GS) from $410 to $495. Barclays analyst Jason Goldberg maintained an Overweight rating on the stock. Goldman Sachs shares...
Via
Benzinga
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