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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
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U.S. Bancorp
(NY:
USB
)
52.79
+0.78 (+1.50%)
Streaming Delayed Price
Updated: 9:31 AM EDT, Apr 1, 2026
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All News about U.S. Bancorp
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JPMorgan, BOfA And Other US Banks Reportedly Reap $1 Trillion Windfall From Fed's High Interest Rates
↗
September 23, 2024
At the end of second quarter, the average U.S. bank paid depositors an annual interest rate of just 2.2%, significantly lower than the Fed's 5.5% overnight rate.
Via
Benzinga
Topics
Economy
Best Banks In Trust: Schwab Takes Top Honors For A Second Year
↗
September 20, 2024
Charles Schwab takes top honors again this year in IBD's survey of best banks by focusing on soundness, quality, prices and customer service.
Via
Investor's Business Daily
Going Ex-Dividend
↗
September 19, 2024
Just over a tenth of the stocks in the S&P 500 are going ex-dividend in the next two weeks.
Via
Talk Markets
Topics
Stocks
U.S. Bank Decreases Prime Lending Rate to 8.00 Percent
September 18, 2024
From
U.S. Bancorp
Via
Business Wire
Big Banks Could Be Getting Very Good News From Regulators. Here's What You Need to Know.
↗
September 18, 2024
Michael Barr, vice chair of supervision at the Fed, plans to re-propose new capital rules for Basel Endgame.
Via
The Motley Fool
Topics
Economy
Critical Insights From U.S. Bancorp Analyst Ratings: What You Need To Know
↗
September 11, 2024
Via
Benzinga
(USB) - Analyzing U.S. Bancorp's Short Interest
↗
September 06, 2024
Via
Benzinga
This Bank Could Be the Next to $1 Trillion in Assets. Should You Buy the Stock Today?
↗
September 18, 2024
There are only four banks headquartered in the U.S. with more than $1 trillion in assets.
Via
The Motley Fool
Wells Fargo Reaches Agreement With US Bank Regulatory Agency About Anti-Money Laundering, Financial Crimes Risk Management Practices
↗
September 12, 2024
Wells Fargo & Company shares traded lower Thursday after the Office of the Comptroller of the Currency (OCC) issued an enforcement action against the bank related to its anti-money laundering (AML) and...
Via
Benzinga
U.S. Bancorp Enhances Shareholder Returns With New Buyback And Dividend Hike: Details
↗
September 12, 2024
U.S. Bancorp shares are up in premarket after the company announced a $5 billion share repurchase program and a 2% increase in its quarterly dividend.
Via
Benzinga
U.S. Bancorp announces $5 billion common stock repurchase program, increase to quarterly common stock dividend
September 12, 2024
From
U.S. Bancorp
Via
Business Wire
JPMorgan Tumbles After Bank's President Says Analysts Are "Too Optimistic"
↗
September 10, 2024
The stock of the largest US bank is tumbling this morning after Daniel Pinto, JPMorgan's president, said that analysts were too optimistic in projecting next year’s expenses and net interest income,...
Via
Talk Markets
U.S. Bank offers Paze℠ for cardholders and merchants
September 10, 2024
From
U.S. Bancorp
Via
Business Wire
10 Financials Stocks Whale Activity In Today's Session
↗
September 05, 2024
Via
Benzinga
U.S. Bank unveils industry-leading card, savings combination
September 04, 2024
From
U.S. Bancorp
Via
Business Wire
Large U.S. Bank Deposits Plunge, MM Fund Assets Hit New Record Amid Equity Chaos
↗
August 30, 2024
For the fourth week in a row, money market funds saw inflows (+$21BN) which lifted the total AUM to a new record high of $6.26TN.
Via
Talk Markets
10 Financials Stocks With Whale Alerts In Today's Session
↗
August 29, 2024
Via
Benzinga
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
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
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