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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
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
)
55.53
+0.66 (+1.20%)
Official Closing Price
Updated: 7:00 PM EST, Jan 8, 2026
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All News about U.S. Bancorp
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U.S. Bank CFO Survey: Corporate Finance Leaders Tighten Belts Amid Uncertainty
April 25, 2024
From
U.S. Bancorp
Via
Business Wire
Elavon and FreedomPay to transform payments for hospitality and retail in Europe
April 24, 2024
From
FreedomPay
Via
GlobeNewswire
Forget Upstart, These Unstoppable Stocks Are Better Buys
↗
April 24, 2024
These three stocks have incredible growth opportunities and are trading at bargain prices.
Via
The Motley Fool
7 Deadly Dividend Stocks to Avoid at All Costs: April 2024
↗
April 22, 2024
Deadly dividend stocks can do some serious damage to your portfolio if you're not careful. These are names to avoid in April 2024.
Via
InvestorPlace
Market Whales and Their Recent Bets on USB Options
↗
April 19, 2024
Via
Benzinga
These Analysts Cut Their Forecasts On U.S. Bancorp Following Q1 Results
↗
April 18, 2024
Via
Benzinga
A Glimpse Into The Expert Outlook On U.S. Bancorp Through 9 Analysts
↗
April 05, 2024
Via
Benzinga
US Domestic Bank Deposits Drop For Second Straight Week
↗
April 19, 2024
On a seasonally-adjusted basis, total US bank deposits declined for the second straight week (though only $2.4BN) after reaching back to pre-SVB levels.
Via
Talk Markets
Tesla To $123? Here Are 10 Top Analyst Forecasts For Thursday
↗
April 18, 2024
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.
Via
Benzinga
Investor Sentiment Decreases Further, S&P 500 Falls For Fourth Straight Session
↗
April 18, 2024
The CNN Money Fear and Greed index showed further decline in the overall market sentiment, while the index remained in the "Fear" zone on Wednesday. U.S. stocks closed lower on Wednesday, with the S&P...
Via
Benzinga
Topics
Stocks
Market Reaction To Bank Earnings Is Mixed, JPMorgan Analysts Project Further Decline In Net Interest Income
↗
April 17, 2024
Banks are coming out of a challenging quarter. Analysts project a further decline in net interest income by approximately 3.6%.
Via
Benzinga
Peering Into U.S. Bancorp's Recent Short Interest
↗
April 02, 2024
Via
Benzinga
Crude Oil Dips 3%; U.S. Bancorp Profit Tops Views
↗
April 17, 2024
U.S. stocks traded lower toward the end of trading, with the Nasdaq Composite falling more than 100 points on Wednesday. The Dow traded up 0.04% to 37,813.77 while the NASDAQ fell 0.78% to 15,742.21....
Via
Benzinga
Topics
Stocks
Stocks Fall As Geopolitics, Economic Worries Spook Investors, Chipmakers Sell Off, Bitcoin Tumbles To $60,000: What's Driving Markets Wednesday?
↗
April 17, 2024
A sentiment of risk aversion looms over the markets during Wednesday’s trading session, triggering midday losses across the board in stocks and cryptocurrencies and prompting a flight towards bonds, as...
Via
Benzinga
Topics
Bonds
USB Stock Earnings: U.S. Bancorp Beats EPS, Misses Revenue for Q1 2024
↗
April 17, 2024
USB stock results show that U.S. Bancorp beat analyst estimates for earnings per share but missed on revenue for the first quarter of 2024.
Via
InvestorPlace
Why U.S. Bancorp Shares Are Diving Premarket Today
↗
April 17, 2024
U.S. Bancorp reported a decline in revenue and net interest income for Q1 2024, but beat adjusted earnings expectations. FY24 guidance was also lowered.
Via
Benzinga
Wall Street Poised To Rebound From Slump As Earnings Optimism Grows: Analyst Eyes This S&P 500 Level As Attractive Entry Point
↗
April 17, 2024
U.S. stocks are priming for a firmer start on Wednesday, potentially striving to inflect higher from the weakness seen so far in April. As some bullish market watchers pointed out there could be an...
Via
Benzinga
Topics
Stocks
U.S. Bancorp Reports First Quarter 2024 Results
April 17, 2024
From
U.S. Bancorp
Via
Business Wire
Earnings Scheduled For April 17, 2024
↗
April 17, 2024
Companies Reporting Before The Bell • ASML Holding (NASDAQ:ASML) is projected to report quarterly earnings at $3.43 per share on revenue of $6.13 billion.
Via
Benzinga
Investor Optimism Decreases; Dow Ends 6-Session Losing Streak
↗
April 17, 2024
The CNN Money Fear and Greed index showed a decline in the overall market sentiment, with the index remaining in the "Fear" zone on Tuesday. U.S. stocks closed mixed on Tuesday amid increased...
Via
Benzinga
Topics
Stocks
Abbott Laboratories, U.S. Bancorp And 3 Stocks To Watch Heading Into Wednesday
↗
April 17, 2024
With U.S. stock futures trading higher this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:
Via
Benzinga
5 Key Regional Bank Earnings Charts To Watch
↗
April 16, 2024
After last year’s banking crisis shook the industry, the banks are looking to return to stability in 2024.
Via
Talk Markets
Key Regulatory Changes Could Make This Bank Stock a No-Brainer Buy Today
↗
April 05, 2024
Changes to Basel III "endgame" rules could remove an overhang from this bank stock.
Via
The Motley Fool
Royal Returns: 3 Dividend Aristocrat Bank Stocks for Income Investors
↗
April 03, 2024
Thanks to the 2008 financial crisis, which slowed or stopped dividends, the idea of dividend aristocrat bank stocks is just that: an idea.
Via
InvestorPlace
Regulators Eye Big Three: Tighter Oversight of BlackRock, Vanguard, State Street On Passive-Investing Mandate
↗
April 02, 2024
Banking regulators probe index-fund giants BlackRock, Vanguard, and State Street's roles in US bank investments, managing over $23 trillion in index-linked funds. With over 10% stakes in multiple...
Via
Benzinga
Total Compliance Package – A Game Changer in U.S. Company Formation for Non US Residents by ChatNRA
April 01, 2024
Via
AB Newswire
PayPal Stock Is Up 34% From Its 5-Year Low. It’s Time to Buy.
↗
March 30, 2024
After several years in the wilderness, PYPL stock appears to be returning to investors' favor, which is good news for long-time shareholders.
Via
InvestorPlace
Market Cap Game Show: Andy Cross vs. Bill Mann
↗
March 30, 2024
Join the "Rule Breaker Investing" fun.
Via
The Motley Fool
U.S. Bank Ranks #1 in Investor Satisfaction with Full-Service Wealth Management Firms in 2024 J.D. Power Study
March 28, 2024
From
U.S. Bancorp
Via
Business Wire
Banks Will Shine In 2025, Analyst Says, But Can They Dodge Loan Losses?
↗
March 28, 2024
HSBC analyst revises ratings on banks, expects improved NII, EPS growth, leverage, buybacks. Upgrades US Bancorp, PNC, downgrades Bank of America.
Via
Benzinga
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