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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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
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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U.S. Bancorp
(NY:
USB
)
54.99
-1.09 (-1.94%)
Streaming Delayed Price
Updated: 2:08 PM EST, Jan 7, 2026
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All News about U.S. Bancorp
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U.S. Bancorp Announces Investor Day Details
August 29, 2024
From
U.S. Bancorp
Via
Business Wire
73% of small businesses have grown in past year despite more than half reporting labor challenges, U.S. Bank report reveals
August 26, 2024
From
U.S. Bancorp
Via
Business Wire
U.S. Bank acquires healthcare payments platform Salucro Healthcare Solutions
August 22, 2024
From
U.S. Bancorp
Via
Business Wire
A Closer Look at 7 Analyst Recommendations For U.S. Bancorp
↗
July 18, 2024
Via
Benzinga
Looking Into U.S. Bancorp's Recent Short Interest
↗
July 08, 2024
Via
Benzinga
Shailesh Kotwal to retire from U.S. Bank in first half of 2025
August 21, 2024
From
U.S. Bancorp
Via
Business Wire
U.S. Bank Expands Alliance Strategy, Announces Edward Jones Partnership
August 21, 2024
From
U.S. Bancorp
Via
Business Wire
$5M Small Business Working Capital Loans Without Tax Return, FICO Score Launched
August 20, 2024
Via
Press Release Distribution Service
7 Financial Stocks That Could Benefit from Rising Interest Rates
↗
August 10, 2024
Explore financial stocks positioned to benefit from rising interest rates globally, offering potential for increased net interest margins.
Via
InvestorPlace
Arijit Roy appointed to U.S. Bank Managing Committee
August 07, 2024
From
U.S. Bancorp
Via
Business Wire
U.S. Bank Freight Payment Index: Less Contraction, Regional Bright Spots in Second Quarter
August 01, 2024
From
U.S. Bancorp
Via
Business Wire
What Are the Hottest Fintech Stocks Right Now? 3 Top Picks.
↗
July 31, 2024
The unprecedented boom in fintech has put fintech stocks in the spotlight. Here are three companies to add to your portfolio.
Via
InvestorPlace
U.S. Bank introduces automated, end-to-end supplier accounts receivable platform
July 23, 2024
From
U.S. Bancorp
Via
Business Wire
Regional Bank Performance: Goldman Sachs Breaks Down Q2 2024 Earnings
↗
July 19, 2024
In a recent analyst note by Goldman Sachs, the outlook for several regional banks were evaluated. The banks examined include KeyCorp, M&T Bank Corp, among others.
Via
Benzinga
Stock Market Rotation Gets Rough; ASML, Eli Lilly, CrowdStrike, UnitedHealth In Focus: Weekly Review
↗
July 19, 2024
The Nasdaq tumbled amid chip woes.
Via
Investor's Business Daily
Nasdaq 100 Suffers Worst Day In 11 Months As Chipmakers Tumble On China Curbs; Magnificent 7 Wipe Out $500B : What's Driving Markets Wednesday?
↗
July 17, 2024
It’s deep red on Wall Street on Wednesday, with tech stocks sharply falling amid a semiconductor broad-based selloff following news that the Biden administration is hastening export restrictions to...
Via
Benzinga
US Bancorp Posts Upbeat Earnings, Joins Aehr Test Systems, Hancock Whitney And Other Big Stocks Moving Higher On Wednesday
↗
July 17, 2024
Via
Benzinga
Earnings Roundup: One Solo Climber; Discover Makes $10.8 Billion Sale
↗
July 17, 2024
U.S. Bancorp, Citizens Financial, Ally, J.B. Hunt report earnings. Steel Dynamics, United Airlines, Discover on tap late Wednesday.
Via
Investor's Business Daily
US Bancorp Q2 Earnings: Net Interest Income Dips, But Fee Income Grows
↗
July 17, 2024
U.S. Bancorp reported Q2 FY24 results, with revenue of $6.867B (-4.3% Y/Y) beating expectations. NII fell 8.9% due to higher interest rates. Adjusted EPS of $0.98 beat consensus of $0.94. USB...
Via
Benzinga
7 Dividend Stocks That Just Raised Their Payouts: July 2024
↗
July 17, 2024
Dividend stocks have a long history of outperforming non-dividend-paying stocks, but those that increase their payout do even better.
Via
InvestorPlace
U.S. Bancorp Reports Second Quarter 2024 Results
July 17, 2024
From
U.S. Bancorp
Via
Business Wire
Aleem Gillani joins U.S. Bancorp Board of Directors
July 16, 2024
From
U.S. Bancorp
Via
Business Wire
Fed Penalizes Citigroup $136M For Data Management Failures
↗
July 11, 2024
U.S. bank regulators fined Citigroup Inc (NYSE: C) $136 million for inadequate progress on data management issues dating back to 2020. The Federal Reserve and OCC mandate Citigroup to demonstrate...
Via
Benzinga
Topics
Economy
US Bank Deposits Fell Ahead Of Stress Tests; Fed Bailout Facility Stuck At Massive $107BN
↗
July 05, 2024
Heading into the bank stress tests, money-market fund total assets rose by a de minimus $5BN while seasonally-adjusted bank deposits fell $18BN to $17.594 TN...
Via
Talk Markets
Topics
Economy
The 3 Best Bank Stocks To Buy In July 2024
↗
July 02, 2024
The best bank stocks are consistently some of the best performers in the stock market. Learn more about the best three to invest in.
Via
InvestorPlace
US Banks To Benefit From 'Higher For Longer' Interest Rates: Goldman Sachs Sees 'Modestly Attractive Entry Point' For Investors
↗
July 01, 2024
Goldman Sachs analysis predicts sustained high interest rates will boost profitability for U.S. banks. Analyst expresses optimism for Q2 earnings.
Via
Benzinga
U.S. Bancorp Releases Dodd-Frank Act Stress Test Results
June 28, 2024
From
U.S. Bancorp
Via
Business Wire
Bank Stress Tests 'Much Bigger Surprise Than Expected,' Will Delay Future Investment Plans: JPMorgan
↗
June 27, 2024
JPMorgan analyst reacts to Fed's stress test results, sees unexpected increase in capital requirements and delays in return plans for large banks.
Via
Benzinga
Topics
Economy
Tim Welsh to leave U.S. Bank; Arijit Roy promoted to expanded role
June 27, 2024
From
U.S. Bancorp
Via
Business Wire
Major Banks Fall Short In Fed's 2024 Stress Test Results: 'The Market Will View The Results As Disappointing'
↗
June 27, 2024
Largest American banks disappointed with Federal Reserve's 2024 Stress Test results. Banks may face higher losses and increased capital requirements.
Via
Benzinga
Topics
Economy
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