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home
about us
Investment Approach
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Market Analysis Summary
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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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Zions Bancorp
(NQ:
ZION
)
63.05
+0.32 (+0.51%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Apr 20, 2026
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All News about Zions Bancorp
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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
What To Know About JP Morgan's Downgrade of Zions Bancorp
↗
January 25, 2023
Via
Benzinga
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
Where Zions Bancorp Stands With Analysts
↗
January 24, 2023
Via
Benzinga
Preview: Zions Bancorp's Earnings
↗
January 20, 2023
Via
Benzinga
Where Zions Bancorp Stands With Analysts
↗
December 21, 2022
Via
Benzinga
10 Analysts Have This to Say About Zions Bancorp
↗
December 05, 2022
Via
Benzinga
Analyst Ratings for Zions Bancorp
↗
December 05, 2022
Via
Benzinga
Expert Ratings for Zions Bancorp
↗
December 05, 2022
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
Zions Bancorporation to Present at the Goldman Sachs 2022 US Financial Services Conference
December 01, 2022
From
Zions Bancorporation
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For December 21, 2022
↗
December 21, 2022
Via
Benzinga
Zions Bancorporation Announces Fiscal Fourth Quarter 2022 and 2023 Earnings Release Dates
November 30, 2022
From
Zions Bancorporation
Via
Business Wire
Stocks That Hit 52-Week Lows On Monday
↗
December 19, 2022
On Monday, 297 companies reached new 52-week lows.
Via
Benzinga
Zions Bancorporation to Present at the Stephens Annual Investment Conference
November 10, 2022
From
Zions Bancorporation
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For December 5, 2022
↗
December 05, 2022
Via
Benzinga
Zions Bancorporation Named 504 Regional Bank Lender of the Year
November 10, 2022
From
Zions Bancorporation
Via
Business Wire
Zions Bancorp's Ex-Dividend Date Is Wednesday, Here's What You Need To Know
↗
November 04, 2022
Tuesday marks the last chance for investors to receive the next dividend payout from Zions Bancorp (NASDAQ:ZION).
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For November 3, 2022
↗
November 03, 2022
Upgrades
Via
Benzinga
Zions Bancorporation’s Board Approves Share Repurchase and Declares Dividends on Common and Preferred Stock
October 28, 2022
From
Zions Bancorporation, N.A.
Via
Business Wire
Wall Street's Top Analyst Just Said On Zions Bancorp; Here Are Other Picks For Tuesday From Analysts
↗
October 26, 2022
Wall Street analysts make new stock picks on a daily basis. Unfortunately for investors, not all analysts have particularly impressive track records at predicting market movements. Even when it comes...
Via
Benzinga
What 8 Analyst Ratings Have To Say About Zions Bancorp
↗
October 25, 2022
Zions Bancorp (NASDAQ:ZION) has observed the following analyst ratings within the last quarter:
Via
Benzinga
Walgreens To Surge Around 19%? Plus Wedbush Predicts $60 For Western Digital
↗
October 25, 2022
Deutsche Bank raised the price target on Walgreens Boots Alliance, Inc. (NASDAQ: WBA) from $38 to $41. Walgreens shares fell 0.5% to $34.51 in pre-market trading.
Via
Benzinga
General Electric, HSBC Holdings And Some Other Big Stocks Moving Lower In Today's Pre-Market Session
↗
October 25, 2022
U.S. stock futures traded lower this morning. Here are some big stocks recording losses in today’s pre-market trading session.
Via
Benzinga
Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Tuesday
↗
October 25, 2022
We're starting off the day with an overview of the biggest pre-market stock movers on Tuesday and the latest news this morning!
Via
InvestorPlace
Why Qualtrics International Shares Are Trading Sharply Higher; Here Are 23 Stocks Moving Premarket
↗
October 25, 2022
Gainers Taysha Gene Therapies, Inc. (NASDAQ: TSHA) rose 43% to $2.16 in pre-market trading. Astellas Pharma Inc. announced plans to invest a total of $50 million to acquire 15% of Taysha Gene...
Via
Benzinga
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