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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
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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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Comerica
(NY:
CMA
)
88.67
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EST, Jan 30, 2026
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S&P 500: First Republic, Banks Lead Winners; Carnival, Google Are Monday Losers
↗
March 27, 2023
Banks rebounded and cruise lines sank Monday.
Via
Investor's Business Daily
These 3 Financial Stocks Delivering High-Dividend Yields Are Recommended By Wall Street's Most Accurate Analysts
↗
March 24, 2023
During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high...
Via
Benzinga
The Banking Crisis – Risk Or Opportunity?
↗
March 23, 2023
The banking crisis is real, but we doubt that it is terminal. In other words, this is a risk that investors in bank stocks have always faced.
Via
Talk Markets
Bank Crisis: U.S. Banks Head For More Losses, Rattled By European Weakness
↗
March 15, 2023
The bank crisis looks to widen Wednesday as more U.S. banks prepare for losses as Credit Suisse drags European banks lower.
Via
Investor's Business Daily
Moody's Warns Of 'Rapid Deterioration' In Banking Environment, Evaluates Comerica, Western Alliance And More
↗
March 14, 2023
Risk assessment firm Moody’s Corporation (NYSE: MCO) is downgrading the outlook on the U.S.
Via
Benzinga
Analyst Ratings for Comerica
↗
March 13, 2023
Via
Benzinga
What 14 Analyst Ratings Have To Say About Comerica
↗
February 15, 2023
Via
Benzinga
Texas Automotive Lift & Equipment Distributor chooses Employees Ownership
February 04, 2023
ALVARADO, Texas - Feb. 4, 2023 - PRLog -- After 19 years in business, Tuxedo Distributors, Inc, one of the largest importers of automotive repair equipment in North America, is pleased to announce a...
Via
PRLog
Topics
Supply Chain
KeyCorp, Comerica And Fifth Third Bancorp Shares Are Rising: What's Going On?
↗
March 14, 2023
Shares of several regional banks including KeyCorp (NYSE: KEY) Comerica Inc (NYSE: CMA) and Fifth Third Bancorp (NASDAQ: FITB)
Via
Benzinga
Tuesday Talk: Walking It Back, Moving Forward
↗
March 14, 2023
There will be a lot of talk, some of which is shared here, about the current banking crisis. What is important at this juncture is that the government has stepped in to walk it back.
Via
Talk Markets
Moody's Places 6 US Banks Under Review For Downgrade — Is Your Lender In This List?
↗
March 14, 2023
Via
Benzinga
Ackman On Regional Banks: 'I'd Be Surprised If Warren Isn't Putting Capital To Work'
↗
March 13, 2023
Billionaire investor and Pershing Square Capital Management CEO Bill Ackman has never been one to shy away from offering advice to the federal government or fellow investors.
Via
Benzinga
Where Comerica Stands With Analysts
↗
January 20, 2023
Via
Benzinga
Earnings Preview: Comerica
↗
January 18, 2023
Via
Benzinga
13 Analysts Have This to Say About Comerica
↗
December 13, 2022
Via
Benzinga
12 Analysts Have This to Say About Comerica
↗
December 13, 2022
Via
Benzinga
What 11 Analyst Ratings Have To Say About Comerica
↗
November 21, 2022
Via
Benzinga
Why Bank Shares Are Trading Lower? Here Are Other Stocks Moving In Monday's Mid-Day Session
↗
March 13, 2023
Gainers Provention Bio, Inc. (NASDAQ: PRVB) shares jumped 250.8% to $23.50 after Sanofi announced it will acquire the company for $25 per share in cash.
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For March 13, 2023
↗
March 13, 2023
Via
Benzinga
What the SVB Financial Collapse Means for U.S. Banks
March 11, 2023
Bank stocks of all shapes and sizes are likely to remain volatile in the aftermath of the stunning Silicon Valley Bank collapse.
Via
MarketBeat
Topics
Economy
Initial Public Offering
10 Financials Stocks Whale Activity In Today's Session
↗
March 10, 2023
Via
Benzinga
What's Going On With Comerica Shares Today?
↗
January 19, 2023
Comerica Incorporated (NYSE: CMA) shares are trading higher after the company reported better-than-expected fourth-quarter 2022 earnings per share results.
Via
Benzinga
Earnings Scheduled For January 19, 2023
↗
January 19, 2023
Companies Reporting Before The Bell • Procter & Gamble (NYSE:PG) is estimated to report quarterly earnings at $1.59 per share on revenue of $20.73 billion.
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For February 15, 2023
↗
February 15, 2023
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
Benzinga's Top Ratings Upgrades, Downgrades For December 21, 2022
↗
December 21, 2022
Via
Benzinga
The Institutions Are Comfortable With The Furniture Industry
November 01, 2022
Furniture stocks are tightly held names that are still offering value and yield to investors, and they are outperforming expectations.
Via
MarketBeat
Benzinga's Top Ratings Upgrades, Downgrades For December 13, 2022
↗
December 13, 2022
Via
Benzinga
Why Comerica is a Financial Stock to Bank On
October 26, 2022
Comerica is fundamentally undervalued and technically oversold, a good combo for outperformance - and a possible third attempt at clearing the $100 hurdle.
Via
MarketBeat
Benzinga's Top Ratings Upgrades, Downgrades For October 20, 2022
↗
October 20, 2022
Upgrades
Via
Benzinga
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