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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
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Regions Financial
(NY:
RF
)
30.76
-0.17 (-0.55%)
Official Closing Price
Updated: 4:10 PM EST, Feb 9, 2026
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Benzinga's Top Ratings Upgrades, Downgrades For April 24, 2023
↗
April 24, 2023
Via
Benzinga
10 Financials Stocks Whale Activity In Today's Session
↗
April 21, 2023
Via
Benzinga
Leading Economic Indicator Points To Looming Recession
↗
April 21, 2023
Home sales in March fell 21% year-over-year. The market is trapped by low inventory because of low mortgages. No one wants to make a move.
Via
Benzinga
Regions Financial Q1 Highlights: 22% Revenue Growth, Earnings Miss, Solid Net Interest Income & More
↗
April 21, 2023
Via
Benzinga
Regions Finl: Q1 Earnings Insights
↗
April 21, 2023
Via
Benzinga
US Stock Futures Point To Weak Open Friday: Why This Analyst Says Retest Of 2022 Lows Is Unlikely
↗
April 21, 2023
Futures trading points to a nervous start by stocks on Friday as they look to close out a lackluster week in which earnings worries overrode economic concerns.
Via
Benzinga
Earnings Scheduled For April 21, 2023
↗
April 21, 2023
Companies Reporting Before The Bell • Freeport-McMoRan (NYSE:FCX) is expected to report quarterly earnings at $0.46 per share on revenue of $5.25 billion.
Via
Benzinga
Solid Revenue. Consistent Performance. Regions reports first quarter 2023 earnings of $588 million, earnings per diluted share of $0.62
April 21, 2023
From
Regions Financial Corp.
Via
Business Wire
Regions Finl's Earnings: A Preview
↗
April 20, 2023
Via
Benzinga
Death Cross Looms Over Regions Finl Investors
↗
April 10, 2023
Via
Benzinga
Where Regions Finl Stands With Analysts
↗
March 23, 2023
Via
Benzinga
Regions Financial Corporation Declares Quarterly Common and Preferred Stock Dividends
April 19, 2023
From
Regions Financial Corporation
Via
Business Wire
What Should Investors Watch in Regional Bank Earnings?
↗
April 19, 2023
We're about to see how the recent banking turmoil affected regional financial institutions.
Via
The Motley Fool
Regional Bank Earnings: Western Alliance, Zions Update March Panic Impact
↗
April 18, 2023
Regional banks detail damage from March with their earnings this week. Western Alliance announces late Tuesday with Zions, others on deck.
Via
Investor's Business Daily
U.S. Bank Deposits Rise After 10 Weeks Of Declines; JPMorgan Kicks Off Bank Earnings
↗
April 14, 2023
Deposits rose for the first time in 11 weeks, led by gains at small banks.
Via
Investor's Business Daily
Global Impact: Regions Bank Receives 2023 SBA Export Lender of the Year
April 11, 2023
From
Regions Financial Corporation
Via
Business Wire
JPMorgan Leads Bank Earnings This Week As Balance Sheets, Guidance Key
↗
April 10, 2023
Wells Fargo, Citi and PNC also report Friday in the wake of the March bank panic.
Via
Investor's Business Daily
Benzinga's Top Ratings Upgrades, Downgrades For April 10, 2023
↗
April 10, 2023
Via
Benzinga
Ready to Serve: Regions Bank and the Regions Foundation Announce Disaster-Recovery Measures Following Recent Tornadoes
April 07, 2023
From
Regions Financial Corporation
Via
Business Wire
Regions Bank Launches Initiative to Grow Black-Owned Businesses in Its Headquarters City
April 06, 2023
From
Regions Financial Corporation
Via
Business Wire
Back to the Basics of Money Management: Regions Next Step Highlights Free Resources During Financial Literacy Month
April 05, 2023
From
Regions Financial Corporation
Via
Business Wire
The Creative Ways Regions Bank Teams will Share the Good in April
April 04, 2023
From
Regions Financial Corporation
Via
Business Wire
Regions Bank Named 2023 Gallup Exceptional Workplace Award Winner
April 03, 2023
From
Regions Financial Corporation
Via
Business Wire
“We’re with you.” Regions Bank and the Regions Foundation Announce Storm Response
March 30, 2023
From
Regions Financial Corporation
Via
Business Wire
Local Support. Global Impact. Regions Bank Launches International Subsidiaries Banking Group
March 29, 2023
From
Regions Financial Corporation
Via
Business Wire
10 Financials Stocks Whale Activity In Today's Session
↗
March 23, 2023
Via
Benzinga
14 Bank Stocks to Buy After the Recent Silicon Valley Bank Collapse
↗
March 23, 2023
Bank stocks have plunged after a couple of banks failed, presenting potentially attractive entry points.
Via
The Motley Fool
Regions Financial to Announce First Quarter 2023 Financial Results on April 21, 2023
March 23, 2023
From
Regions Financial Corporation
Via
Business Wire
US Stocks Poised To Rebound From Yellen-Inflicted Damage: Fed May Have Jumped The Gun By Signaling A Pause, Analyst Says
↗
March 23, 2023
With the Fed decision in the rearview and another rate-setting meeting not coming until mid-May, one headline risk is off the table now.
Via
Benzinga
Regions Bank Increases its Prime Lending Rate
March 22, 2023
From
Regions Financial Corporation
Via
Business Wire
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