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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
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
MARKET RESEARCH
Featured Quarterly Newsletter
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U.S. Bancorp
(NY:
USB
)
53.50
-0.55 (-1.02%)
Official Closing Price
Updated: 6:30 PM EST, Jan 14, 2026
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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
Peering Into U.S. Bancorp's Recent Short Interest
↗
April 02, 2024
Via
Benzinga
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
Spotlight on U.S. Bancorp: Analyzing the Surge in Options Activity
↗
March 20, 2024
Via
Benzinga
Demystifying U.S. Bancorp: Insights From 6 Analyst Reviews
↗
March 19, 2024
Via
Benzinga
Looking Into U.S. Bancorp's Recent Short Interest
↗
March 07, 2024
Via
Benzinga
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
U.S. Bancorp Announces First Quarter Earnings Conference Call Details
March 27, 2024
From
U.S. Bancorp
Via
Business Wire
FedEx To Rally Over 32%? Here Are 10 Top Analyst Forecasts For Friday
↗
March 22, 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
Bank Stocks Hit All-Time Highs: Analyst Points To Further Rally On 'A 1995 Soft Landing Scenario'
↗
March 21, 2024
US financial stocks surge to record highs post-Fed meeting on expectations of economic growth and reduced borrowing costs, with Bank of America predicting a '1995 soft landing scenario' for bank...
Via
Benzinga
3 Regional Bank Stocks Ready to Rebound and Reward Bold Investors
↗
March 19, 2024
Despite recent pullbacks in regional bank stocks, only 3 institutions experienced any trouble, meaning there is plenty of upside potential.
Via
InvestorPlace
U.S. Bancorp announces quarterly dividends
March 12, 2024
From
U.S. Bancorp
Via
Business Wire
Upcoming Webinar: Roundtable Discussion of the 2024 Global Internal Audit Standards Updates
March 13, 2024
Registration for the webinar is now open. Interested participants can secure their place here. Learn more about K2 Integrity's Internal Audit practice.March 13, 2024 - PRLog -- K2 Integrity, the...
Via
PRLog
'There Will Be More Failures,' Powell Says In Warning For Regional Banks Over Commercial Real Estate Loans
↗
March 08, 2024
Fed chair Jerome Powell says "smaller and medium-sized banks" are at risk due to exposure to the commercial real estate crisis.
Via
Benzinga
Topics
Economy
Nashville Strategic Tax Savings & Deductions Advice For Retirees Announced
March 08, 2024
Via
Press Release Distribution Service
NYCB Stock Alert: New York Community Bancorp’s Deposits Fall 7%
↗
March 07, 2024
New York Community Bancorp (NYCB) recently reported that its deposit base has fallen 7% since Feb. 5. NYCB stock is up today despite the news.
Via
InvestorPlace
Update Regarding U.S. Bancorp Presentation at the RBC Capital Markets Global Financial Institutions Conference
March 05, 2024
From
U.S. Bancorp
Via
Business Wire
U.S. Bank Named One of the 2024 World’s Most Ethical Companies
March 04, 2024
From
U.S. Bancorp
Via
Business Wire
US Bank Crisis Looms As Deposit Outflows Accelerated Last Week, Loan Volumes Stagnate
↗
March 01, 2024
The regional bank crisis is still very much alive.
Via
Talk Markets
Ottr Wallet Acquired by Tools for Humanity to Enhance Worldcoin Project
February 29, 2024
Singapore, Singapore--(Newsfile Corp. - February 29, 2024) - In a significant move within the digital wallet and blockchain industry, Ottr...
Via
Newsfile
Topics
Artificial Intelligence
Economy
U.S. Bancorp to speak at the RBC Capital Markets Global Financial Institutions Conference
February 27, 2024
From
U.S. Bancorp
Via
Business Wire
10 Financials Stocks With Whale Alerts In Today's Session
↗
February 23, 2024
Via
Benzinga
U.S. Bank Adds New Division to Serve Private Capital Asset Managers
February 22, 2024
From
U.S. Bancorp
Via
Business Wire
3 Incredibly Cheap Financial Stocks to Buy Now
↗
February 17, 2024
The market's pricing is in far more doubt than is merited, translating into an opportunity for long-term-minded investors.
Via
The Motley Fool
U.S. Bancorp to speak at the Bank of America 2024 Financial Services Conference
February 16, 2024
From
U.S. Bancorp
Via
Business Wire
Fed Says Bank Deposits Exploded Higher Last Week (As NYCB Hit The Fan)
↗
February 09, 2024
Even before last week's chaos surrounding New York Community Bancorp, US bank deposits (non-seasonally adjusted) had been collapsing. But this week - amid the chaos - deposits exploded $147BN higher...
Via
Talk Markets
Topics
Economy
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