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home
about us
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Market Analysis Summary
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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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Bank of New York Mellon
(NY:
BK
)
118.63
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EDT, Mar 31, 2026
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BlackRock Strengthens ETF Operating Platform by Diversifying Post-Trade Service Providers
December 07, 2021
From
BlackRock
Via
Business Wire
What 5 Analyst Ratings Have To Say About Bank of New York Mellon
↗
December 06, 2021
Analysts have provided the following ratings for Bank of New York Mellon (NYSE:BK
Via
Benzinga
Bitcoin for All? This Crypto Company Wants to Boost Access Around the Globe
↗
November 30, 2021
Photo by Bermix Studio ...
Via
Benzinga
BNY Mellon Municipal Bond Closed-end Funds Declare Distributions
November 29, 2021
From
BNY Mellon Investment Adviser, Inc.
Via
Business Wire
Understanding Bank of New York Mellon's Unusual Options Activity
↗
August 11, 2021
Bank of New York Mellon (NYSE:BK) shares experienced unusual ...
Via
Benzinga
Understanding Bank of New York Mellon's Unusual Options Activity
↗
August 04, 2021
Shares of Bank of New York Mellon (NYSE:BK) saw some unusual o...
Via
Benzinga
Understanding Bank of New York Mellon's Ex-Dividend Date
↗
July 23, 2021
On July 15, 2021, Bank of New York Mellon (NYSE:BK) announced...
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For December 6, 2021
↗
December 06, 2021
Upgrades According to TD Securities, the prior rating for MAG Silver Corp (AMEX:
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Benzinga
CNBC's Final Trades: Intuit, BNY Mellon, Coinbase And This Semiconductor Maker
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November 12, 2021
On CNBC’s “Halftime Report Final Trades...
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Benzinga
Fintech Focus For November 10, 2021
↗
November 09, 2021
Quote To Start The Day: “It is during our darkest moments that we must focus to see the light.” Source: Aristotle One Big Thing In Fintech: An age-old concern in...
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Benzinga
Here's How Much $100 Invested In Bank of New York Mellon 10 Years Ago Would Be Worth Today
↗
November 03, 2021
Bank of New York Mellon (NYSE:BK) has outperformed the market over the past 90 days by 8.06%, generating a 12.38% return for its investors over the time period. Now, given this...
Via
Benzinga
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November 02, 2021
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October 26, 2021
Also: Costs are rising for Procter & Gamble, but first-quarter profits still came in higher than expected.
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What 5 Analyst Ratings Have To Say About Bank of New York Mellon
↗
October 25, 2021
Analysts have provided the following ratings for Bank of New York Mellon (NYSE:BK
Via
Benzinga
A Crowded Earnings Calendar Ahead
↗
October 20, 2021
Last week, major banks like Citigroup Inc (NYSE: C), The Goldman Sachs Group (NYSE: GS), and Bank of America Corporation (NYSE: BAC) have reported quarterly results with solid...
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Benzinga
Tech Earnings Bonanza - NFLX and TSLA Report as Stocks Rally Higher
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October 19, 2021
A look at Netflix's earnings along with upcoming earnings in other key stocks including Tesla tomorrow, and review of key levels in the main equity indexes along with the new lows trading in bonds.
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Talk Markets
Earnings Scheduled For October 19, 2021
↗
October 19, 2021
Companies Reporting Before The Bell • Signature Bank (NASDAQ:SBNY) is likely to report quarterly earnings at $3.72 per share on revenue of $513.37 million. •...
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MGM Resorts Just Made a Brilliant $1.6 Billion Deal
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October 08, 2021
Here's what investors should know about the casino operator's pending acquisition.
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Ready For Takeoff? US Bank Launches Crypto Custody
↗
October 05, 2021
U.S. Bancorp's (NYSE:USB) bank, U.S. Bank, is l...
Via
Benzinga
Ranked: The 50 Companies That Use the Highest Percentage of Green Energy
↗
September 28, 2021
Green energy was once a niche segment of the wider energy industry, but it’s quickly becoming an essential energy source in many regions and nations across the globe.
Via
Talk Markets
BlackRock CIO On Bitcoin: I Like Volatile Assets With Upside Convexity
↗
September 13, 2021
BlackRock’s Rick Rieder owns some Bitcoin (CRYPTO: BTC) and believes its value could go up significantly in the future. ...
Via
Benzinga
Four Dividend Growth Stocks For Consistent High Returns
↗
September 09, 2021
Here are 4 attractively valued above-average growing opportunities with the potential to generate double-digit future total returns: PRI, AMP, BK and RJF.
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Talk Markets
OnlyFans Reverses Decision, Will Keep Pornographic Content Online
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August 25, 2021
One week after announcing it will no longer host the presentation of sexually explicit content, the online subscription platform OnlyFans has reversed itself and stated that...
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Benzinga
Wells Fargo (WFC) & JP Morgan (JPM) File for Bitcoin Fund
↗
August 21, 2021
Both funds were registered as passive funds despite being initially expected to be actively managed.
Via
Talk Markets
20 Dividend Growth Stocks A Rated Or Better Attractively Valued Blue-Chip
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August 12, 2021
A look at twenty A-rated or better attractively valued dividend growth stocks with low debt and above-market yields.
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Talk Markets
9 Financials Stocks Showing Unusual Options Activity In Today's Session
↗
August 06, 2021
This unusual options alert can help traders discover the next big trading opportunities. Traders will search for circumstances when the market estimation of an option diverges...
Via
Benzinga
Crypto Currents: Square Creating Bitcoin-Focused Financial Services Business
↗
July 17, 2021
As cryptocurrencies get increasing attention, Wall Street and its traditional banks continue to adjust to the shift. Catch up on the week's top stories highlighting the intersection of these old guard...
Via
Talk Markets
Grayscale Will Have A Better Path Forward Than Others In ETF Battle: CEO Of Digital Asset Research
↗
July 16, 2021
Grayscale Investments, the asset manager behind the Grayscale Bitcoin Trust (OTC:
Via
Benzinga
Earnings Scheduled For July 15, 2021
↗
July 15, 2021
Companies Reporting Before The Bell • Truist Financial (NYSE:TFC) is estimated to report quarterly earnings at $1.17 per share on revenue of $5.47 billion. •...
Via
Benzinga
Earnings Outlook For Bank of New York Mellon
↗
July 14, 2021
Bank of New York Mellon (NYSE:BK) releases its next round of earnings this Thursday, July 15. Get the latest predictions in Benzinga's essential guide to the company's Q2 earnings...
Via
Benzinga
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