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home
about us
Investment Approach
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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Bank of New York Mellon
(NY:
BK
)
135.88
+0.86 (+0.64%)
Streaming Delayed Price
Updated: 2:28 PM EDT, May 18, 2026
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NBCUniversal's Peacock Raises Prices First Time Since Launch, Warren Buffett Sells Majority of Activision Blizzard Stake Before Microsoft Deal Approval, Novartis Launches $15B Share Buyback: Today's Top Stories
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July 18, 2023
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Bank Of New York Mellon Beats Q2 Street Expectations
↗
July 18, 2023
The Bank Of New York Mellon Corporation (NYSE: BK) reported
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Nasdaq, S&P 500 Futures Dip Ahead of Big Bank Earnings, Retail Sales Data: Why This Analyst Stays Cautious About Tech Sector
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July 18, 2023
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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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The Latest Analyst Ratings for Bank of New York Mellon
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July 05, 2023
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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
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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
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July 13, 2023
Wolfe Research downgraded Wells Fargo, upgraded JPMorgan.
Via
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US Banking Heavyweights Set To Release Q2 Results: What To Watch For
↗
July 11, 2023
Via
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This S&P 500 Stock Is a Blue Chip Bargain
↗
June 29, 2023
With roots that date back to 1784, this stock is about as solid as it gets.
Via
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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
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Benzinga
Peering Into Bank of New York Mellon's Recent Short Interest
↗
May 16, 2023
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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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AM Best Affirms Credit Ratings of BNY Trade Insurance, Ltd. and The Hamilton Insurance Corp.
June 06, 2023
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3 Stocks That Hedge Funds Have Ghosted Big-Time
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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.
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Warren Buffett Just Ditched This Stock After 13 Years
↗
May 19, 2023
Buffett's company Berkshire Hathaway eliminated a few of its longtime bank holdings in the first quarter.
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Ominous Death Cross Forms On Bank of New York Mellon's Chart
↗
May 11, 2023
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Benzinga
Buffett's Latest Buys: What Stocks Is He Adding to His Portfolio?
May 17, 2023
Berkshire Hathaway buys $13.2 billion stake in Occidental Petroleum. Capital One is a new large holding, while stakes in Bank of America and Citigroup increase.
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MarketBeat
Buffett Just Loaded Up on These 2 Bank Stocks – and Sold 3 Others
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May 17, 2023
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Warren Buffett Grew His Biggest Stock Holdings In Q1, Tuned Bank Exposure
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May 16, 2023
Berkshire Hathaway took a new position in Capital One.
Via
Investor's Business Daily
Why Capital One Stock Is Climbing Higher Today
↗
May 16, 2023
Capital One Financial Corp (NYSE: COF) shares are trading higher Tuesday after Berkshire Hathaway took a new stake in the financial services company.
Via
Benzinga
Capital One Stock Is Rising After Warren Buffett's Berkshire Hathaway Shuffled Bank Holdings: The Details
↗
May 15, 2023
Capital One Financial Corp (NYSE: COF) shares are trading higher in Monday's after-hours session after Berkshire Hathaway Inc (NYSE: BRK-A) NYSE:BRK/B) took a stake in the fi
Via
Benzinga
PacWest Bancorp Reports Strong Liquidity. Shares Slide On Investor Jitters.
↗
May 11, 2023
PacWest deposits stabilized in earnings miss. Blackstone plays bank, insurance matchmaker.
Via
Investor's Business Daily
Warren Buffett To Share Wisdom With Berkshire Hathaway Shareholders As Bank Failures Rattle Market
↗
May 05, 2023
Billionaire investing legend Warren Buffett is set to host the Berkshire Hathaway, Inc (NYSE: BRK-A) (NYSE: BRK-B) annual shareholder meeting in his hometown of Omaha, Nebraska, on Saturday.
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Benzinga
3 High-Yield Bank Stocks to Buy
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April 28, 2023
Warren Buffett is a longtime fan of bank stocks. These three smaller banks will offer income investors high yields.
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5 Stocks That Will Benefit From Bed Bath & Beyond’s Bankruptcy
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April 24, 2023
Bed Bath & Beyond has voluntarily filed for Chapter 11 bankruptcy protection. Here are five companies that are set to benefit from it.
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