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home
about us
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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
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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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
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Bank of New York Mellon
(NY:
BK
)
121.56
+2.93 (+2.47%)
Streaming Delayed Price
Updated: 10:12 AM EDT, Apr 1, 2026
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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.
Via
The Motley Fool
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.
Via
MarketBeat
Buffett Just Loaded Up on These 2 Bank Stocks – and Sold 3 Others
↗
May 17, 2023
The billionaire investor isn't confident the banking crisis is over, but he's still putting money into a couple of bank stocks.
Via
The Motley Fool
Peering Into Bank of New York Mellon's Recent Short Interest
↗
May 16, 2023
Via
Benzinga
Warren Buffett Grew His Biggest Stock Holdings In Q1, Tuned Bank Exposure
↗
May 16, 2023
Berkshire Hathaway took a new position in Capital One.
Via
Investor's Business Daily
Ominous Death Cross Forms On Bank of New York Mellon's Chart
↗
May 11, 2023
Via
Benzinga
Wednesday Is Your Last Chance To Buy Bank of New York Mellon Before The Dividend Payout
↗
April 24, 2023
Via
Benzinga
BNY Mellon Raises Credit Losses Provision On Macroeconomic Factors, Reports Mixed Q1 Performance
↗
April 18, 2023
Via
Benzinga
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.
Via
Benzinga
Earnings Preview For Bank of New York Mellon
↗
April 17, 2023
Via
Benzinga
Wells Fargo Maintains Equal-Weight Rating for Bank of New York Mellon: Here's What You Need To Know
↗
April 03, 2023
Via
Benzinga
Analyst Expectations for Bank of New York Mellon's Future
↗
March 24, 2023
Via
Benzinga
3 High-Yield Bank Stocks to Buy
↗
April 28, 2023
Warren Buffett is a longtime fan of bank stocks. These three smaller banks will offer income investors high yields.
Via
InvestorPlace
5 Stocks That Will Benefit From Bed Bath & Beyond’s Bankruptcy
↗
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.
Via
InvestorPlace
Stock Market Rally Drifts Lower; Tesla Dives On Margins; ISRG, DHI, LVS Are Winners: Weekly Review
↗
April 21, 2023
The major indexes saw modest declines, holding in a range.
Via
Investor's Business Daily
Major Earnings Misses And Beats: Your Guide To This Week's Big Earnings In Play
↗
April 18, 2023
We saw other large financial companies report their earnings along with stocks across other sectors miss or exceed expectations though the broader market was completely unchanged by the close.
Via
Talk Markets
Elon Musk Says US Intel Agencies Had Access To Twitter DMs, Alibaba's Ant IPO Might Actually See Light, Airbus Pushes Some 2024 Deliveries: Today's Top Stories
↗
April 18, 2023
Benzinga Elon Musk Drops Bombshell: US Intel Agencies Were Reading Your Twitter DMs
Via
Benzinga
Bank Of America Earnings Leap 18%; Goldman Sachs To Report; Morgan Stanley On Deck
↗
April 18, 2023
Bank earnings continue in earnest as Bank of America, as Goldman Sachs reports earnings. Morgan Stanley reports Wednesday.
Via
Investor's Business Daily
US Stocks Ready To Rally Amid Earnings Optimism: Analyst Sees Upward Momentum On 'Outlier' S&P 500 Returns
↗
April 18, 2023
The positive mood seen in late trading on Monday appears to be spilling over into Tuesday’s session, with futures pointing to a higher open. A slew of bank earnings, energy prices and a housing market...
Via
Benzinga
S&P 500: Top 5 Performers Today Include Enphase Energy, First Solar
↗
April 17, 2023
M&T Bank was the S&P 500's top performer. State Street was the biggest loser.
Via
Investor's Business Daily
10 Financials Stocks Whale Activity In Today's Session
↗
April 17, 2023
Via
Benzinga
Moderna, Roblox, State Street And Other Big Stocks Moving Lower On Monday
↗
April 17, 2023
U.S. stocks traded mixed, with the Dow Jones dropping over 25 points on Monday. Here are some big stocks recording losses in today’s session.
Via
Benzinga
2 Warren Buffett Stocks to Buy Hand Over Fist and 1 to Avoid
↗
April 16, 2023
The Oracle of Omaha loves financial stocks.
Via
The Motley Fool
Banks Entering Weaker Seasonal Period On Earnings Focus
↗
April 13, 2023
The focus for banks this earnings season is what deposit levels are like.
Via
Talk Markets
5 Investors Betting Big on Fastenal (FAST) Stock
↗
April 13, 2023
FAST stock opened in the red today after Fastenal reported first-quarter revenue of $1.859 billion and diluted EPS of 52 cents.
Via
InvestorPlace
Ranked: The U.S. Banks With The Most Uninsured Deposits
↗
April 06, 2023
Today, there are at least $7 trillion in uninsured bank deposits in America.
Via
Talk Markets
U.S. Authorities Consider Giving More Time To First Republic, Which Had Given Its Founder And Family Members A Whopping Payday Before Suffering A Crisis
↗
March 26, 2023
U.S.
Via
Benzinga
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