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home
about us
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Firm ADV PDFs
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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
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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
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TAF sm Program
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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
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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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Bank of New York Mellon
(NY:
BK
)
136.44
+1.42 (+1.05%)
Streaming Delayed Price
Updated: 3:37 PM EDT, May 18, 2026
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Ethereum Surpasses This Major Level; Here Are The Top Crypto Movers For Monday
↗
October 17, 2022
Bitcoin (CRYPTO: BTC), the world’s most valued cryptocurrency, traded higher, trading above the $19,000 mark this morning.
Via
Benzinga
Cryptocurrency News And Price Weekly Wrap-Up For Oct. 14, 2022
↗
October 14, 2022
Oct. sees record crypto hacks; Grayscale spars with SEC over Bitcoin ETF, and more
Via
Investor's Business Daily
This Legacy Bank Adds Crypto Services
↗
October 12, 2022
Bank of New York Mellon is launching crypto custody services for select clients.
Via
Investor's Business Daily
BNY Mellon Announces Crypto Custody Services
↗
October 11, 2022
BNY Mellon is the newest bank to jump into the crypto world, launching its Bitcoin and Ethereum custody service.
Via
InvestorPlace
The Bank of New York Mellon Corporation Earnings Expected to Grow: What to Know Ahead of Next Week's Release
↗
October 11, 2022
This company is expected to post quarterly earnings of $1.10 per share in its upcoming report, which represents a year-over-year change of +5.8%.
Via
Talk Markets
Where Bank of New York Mellon Stands With Analysts
↗
October 04, 2022
Bank of New York Mellon (NYSE:BK) has observed the following analyst ratings within the last quarter:
Via
Benzinga
Nomura Joins Other Big-Name Financial Players To Back Blockchain Startup Fnality
↗
September 26, 2022
Tokyo-based bank Nomura Holdings Inc. (NYSE: NMR) has invested in Fnality, a blockchain-based interbank payment and settlement network that is now sponsored by 17 major financial institutions.
Via
Benzinga
As Warren Buffett Turns 92, Here's How His Top 3 Holdings Did Since His Last Birthday
↗
August 30, 2022
Berkshire Hathaway Inc (NYSE: BRK-A) (NYSE: BRK-B) CEO and legendary investor Warren Buffett turns 92 today.
Via
Benzinga
Dollar Tree, Dollar General Hug Buy Points Ahead Of Earnings
↗
August 24, 2022
Discount stores Dollar Tree, Dollar General report earnings before the bell Thursday, amid a mixed Q2 for retailers.
Via
Investor's Business Daily
2 Dividend Stocks Both Warren Buffett And George Soros Agree On
↗
August 22, 2022
After tirelessly analyzing Warren Buffett, George Soros and Steven Cohen’s 13F SEC filings for the second quarter of 2022, we've gained a better understanding of the investment strategies they've...
Via
Benzinga
Dick's To Report Earnings After Slashing Guidance; DKS Stock Slips
↗
August 22, 2022
Dick's Sporting Goods will report earnings Tuesday after cutting its guidance in May, as the company readied for fewer customers and increased costs.
Via
Investor's Business Daily
Samsung, Alphabet, BlackRock Among Top 40 Companies To Invest In Blockchain, Crypto Firms
↗
August 19, 2022
Electronics giant Samsung, technology behemoth Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL), and investment management company
Via
Benzinga
Total Return Vs Price Change Spreads
↗
August 18, 2022
A look at twenty S&P 500 stocks that have seen a high percentage of their returns over the last twenty years come from dividends.
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BJ's Wholesale Tops Views, Poised For Early Breakout
↗
August 18, 2022
BJ's Wholesale beat Wall street's second quarter predictions, as the company's membership-only model continues to hold up amid consumer spending shifts.
Via
Investor's Business Daily
What 10 Analyst Ratings Have To Say About Bank of New York Mellon
↗
August 12, 2022
Analysts have provided the following ratings for Bank of New York Mellon (NYSE:BK) within the last quarter:
Via
Benzinga
Analyst Ratings for Bank of New York Mellon
↗
July 19, 2022
Over the past 3 months, 10 analysts have published their opinion on Bank of New York Mellon (NYSE:BK) stock. These analysts are typically employed by large Wall Street banks and tasked with...
Via
Benzinga
Why Bank Stocks Traded Sharply Higher; Here's 65 Biggest Movers From Friday
↗
July 18, 2022
Gainers United Maritime Corporation (NASDAQ: USEA) shares climbed 175.9% to close at $6.07 on Friday. United Maritime, on Tuesday, announced acquisition of four oil tankers and filed for stock offering...
Via
Benzinga
Citigroup, Bank of America And 48 Stocks Moving In Friday's Mid-Day Session
↗
July 15, 2022
Gainers United Maritime Corporation (NASDAQ: USEA) shares jumped 180.9% to $6.19. United Maritime, on Tuesday, announced acquisition of four oil tankers and filed for stock offering on Wednesday.
Via
Benzinga
Stock Market Rally Pulls Back On Hot Inflation, But Doesn't Break: Weekly Review
↗
July 15, 2022
Stocks retreated as inflation hit a fresh 40-year high, but pared weekly losses Friday.
Via
Investor's Business Daily
Bank of New York Mellon: Q2 Earnings Insights
↗
July 15, 2022
Bank of New York Mellon (NYSE:BK) reported its Q2 earnings results on Friday, July 15, 2022 at 06:30 AM. Here's what investors need to know about the announcement.
Via
Benzinga
Earnings Scheduled For July 15, 2022
↗
July 15, 2022
Companies Reporting Before The Bell • Wells Fargo (NYSE:WFC) is projected to report quarterly earnings at $0.86 per share on revenue of $17.60 billion.
Via
Benzinga
Your Focus on Financials XLF Ahead of an Active Earnings Friday
↗
July 14, 2022
Tomorrow morning treats us additional leading financial stocks as they report their earnings and any guidance from their upcoming conference calls.
Via
Talk Markets
Bank of New York Mellon's Earnings: A Preview
↗
July 14, 2022
Bank of New York Mellon (NYSE:BK) is set to give its latest quarterly earnings report on Friday, 2022-07-15. Here's what investors need to know before the announcement. Analysts estimate that Bank of...
Via
Benzinga
BlackRock, More Bank Stocks Report As Markets Go 'Back To A Volatile Future'
↗
July 12, 2022
BlackRock, State Street and Bank of New York Mellon report earnings on Friday, as bank stocks slide on concerns about a recession.
Via
Investor's Business Daily
Bank of New York Mellon Earnings Conference Call Is Coming Up, Here's What You Need To Know
↗
July 11, 2022
Bank of New York Mellon (NYSE:BK) will host a conference call at 08:00 AM ET on July 15, 2022, to discuss Q2 2022 earnings results.
Via
Benzinga
7 Best Warren Buffett Stocks to Buy Now in July 2022
↗
July 06, 2022
Looking to get ideas from the world's most famed investor? These are seven of the best Warren Buffett stocks to buy for July 2022.
Via
InvestorPlace
Looking Into Bank of New York Mellon's Recent Short Interest
↗
June 28, 2022
Bank of New York Mellon's (NYSE:BK) short percent of float has risen 6.02% since its last report. The company recently reported that it has 7.10 million shares sold short, which...
Via
Benzinga
High-Yielding High-Quality Dividend Growth Stock Benefiting from Rising Interest Rates
↗
June 24, 2022
Value investing goes hand-in-hand with taking a long-term view. Value stocks usually become great values because of a reason.
Via
Talk Markets
Analyst Ratings for Bank of New York Mellon
↗
June 24, 2022
Over the past 3 months, 12 analysts have published their opinion on Bank of New York Mellon (NYSE:BK) stock. These analysts are typically employed by large Wall Street banks and tasked with...
Via
Benzinga
Warren Buffett Stocks: The Bank of New York Mellon Corporation
↗
June 24, 2022
BNY Mellon represents about 1% of Berkshire Hathaway’s investment portfolio. This makes it the 13th largest public stock position in the portfolio, out of 49 stocks.
Via
Talk Markets
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