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TSL's Turnkey Operation Platform
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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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M&T Bank
(NY:
MTB
)
246.29
-0.71 (-0.29%)
Official Closing Price
Updated: 7:00 PM EDT, Jul 31, 2026
Add to My Watchlist
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All News about M&T Bank
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Why This Analyst Is Raising Big Bank Price Targets Ahead Of Q3 Earnings
↗
October 08, 2021
Big bank earnings season kicks off next week, and one Wall Street analyst took the opportunity on Friday to raise his price targets for some big ba...
Via
Benzinga
What M&T's Digital Banking Director Had To Say At The MX Money Experience Summit
↗
October 08, 2021
Last week, financial data and connectivity platform MX held the Money Experience Summit at Snowbird Resort, Utah. Benzinga had a chance to interview M&T Bank’s SVP,...
Via
Benzinga
Mamamancini's Secures $10.5M Expanded Credit Facility
↗
August 30, 2021
Mamamancini's Holdings Inc (NASDAQ: MMMB) has secured an expanded credit facility with M&T Bank Corp (NYSE: MTB) for $10.5 million. The credit is...
Via
Benzinga
Understanding M&T Bank's Ex-Dividend Date
↗
August 30, 2021
On August 17, 2021, M&T Bank (NYSE:MTB) announced shareho...
Via
Benzinga
2 Cheap Dividend Stocks You Can Buy Right Now
↗
August 14, 2021
Both of these stocks deliver higher-than-average dividend yields and recently made acquisitions.
Via
The Motley Fool
Stocks That Hit 52-Week Highs On Friday
↗
May 14, 2021
During Friday's morning session, 127 stocks hit new 52-week highs. Areas of Interest: The largest company by market cap to hit a new 52-week high was JPMorgan Chase (...
Via
Benzinga
Stocks That Hit 52-Week Highs On Monday
↗
May 10, 2021
This morning 792 companies reached new 52-week highs. Points of Interest: JPMorgan Chase (NYSE: JPM) was the largest company by market cap to set a new 52-week high. The...
Via
Benzinga
M&T Bank Earnings Preview
↗
April 16, 2021
M&T Bank (NYSE:MTB) unveils its next round of earnings this Monday, April 19. Get prepared with Benzinga's ultimate preview for M&T Bank's Q1 earnings. What Are...
Via
Benzinga
A Bad Quarter Offers a Good Opportunity to Get In on This Historically Strong Bank Stock
↗
August 09, 2021
This bank has struggled in 2021 and now trades at a historically low valuation that could present a good buying opportunity.
Via
The Motley Fool
Is This Regional Bank a Buy After Missing Analyst Expectations?
↗
July 31, 2021
M&T Bank narrowly missed analyst expectations on revenue, but came up short on diluted EPS by a wider margin.
Via
The Motley Fool
Topics
Earnings
M & T Bank (MTB) Q2 2021 Earnings Call Transcript
↗
July 21, 2021
MTB earnings call for the period ending June 30, 2021.
Via
The Motley Fool
Topics
Earnings
M&T Bank: Q2 Earnings Insights
↗
July 21, 2021
Shares of M&T Bank (NYSE:MTB) moved higher by 0.6% in pre-market trading after the company reported Q2 results. Quarterly Results Earnings per share rose 96.02% year...
Via
Benzinga
The 6 Biggest Bank Acquisitions in the First Half of 2021
↗
July 10, 2021
Bank mergers and acquisitions rebounded in the first half of 2021 after slowing down last year due to the pandemic.
Via
The Motley Fool
3 Top Bank Stock Picks For 'Goldilocks Inflation' Cycle
↗
May 11, 2021
Investors are gearing up for a potential jump in inflation rates following an unprecedented $6 trillion in U.S. government stimulus spending since the beginning of 2020. An...
Via
Benzinga
14 Regional Banks In The S&P 500 That Are Worth Looking At
↗
April 20, 2021
Some of the S&P 500 banks are trading at very high valuations, while others at more attractive levels.
Via
Talk Markets
Topics
Stocks
Price Over Earnings Overview: M&T Bank
↗
April 20, 2021
In the current market session, M&T Bank Inc. (NYSE:MTB) is trading at $152.99, after a 1.39% decrease. However, over the past month, the stock increased by 4.38...
Via
Benzinga
M & T Bank (MTB) Q1 2021 Earnings Call Transcript
↗
April 19, 2021
MTB earnings call for the period ending March 31, 2021.
Via
The Motley Fool
Topics
Earnings
M&T Bank: Q1 Earnings Insights
↗
April 19, 2021
Shares of M&T Bank (NYSE:MTB) rose 1.2% in pre-market trading after the company reported Q1 results. Quarterly Results Earnings per share rose 74.87% over the past year...
Via
Benzinga
A Peek Into The Markets: US Stock Futures Down Ahead Of Coca-Cola Earnings
↗
April 19, 2021
Pre-open movers U.S. stock futures traded lower in early pre-market trade after the Dow Jones jumped more than 160 points in the previous session. Investors are awaiting earnings...
Via
Benzinga
Topics
Stocks
5 Stocks To Watch For April 19, 2021
↗
April 19, 2021
Some of the stocks that may grab investor focus today are: Wall Street expects Coca-Cola Co (NYSE: KO) to report quarterly earnings at $0.50 per share on revenue of $8.61...
Via
Benzinga
Earnings Scheduled For April 19, 2021
↗
April 19, 2021
Companies Reporting Before The Bell • Coca-Cola (NYSE:KO) is likely to report quarterly earnings at $0.50 per share on revenue of $8.61 billion. • Bank of Marin (...
Via
Benzinga
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