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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
)
55.21
-0.32 (-0.58%)
Official Closing Price
Updated: 7:00 PM EST, Jan 9, 2026
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All News about U.S. Bancorp
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Stock Market Rally Mixed As Yields Rise; Taiwan Semiconductor, Tesla In Focus: Weekly Review
↗
January 18, 2024
The major indexes were mixed this week. Taiwan Semi fueled chip gains.
Via
Investor's Business Daily
Why KeyCorp Shares Are Trading Lower By Over 5%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
↗
January 18, 2024
Shares of KeyCorp (NYSE: KEY) moved lower during Thursday’s session after the company reported fourth-quarter financial results. Revenues of $1.538 billion, down 19.0% Y/Y, slightly topped the...
Via
Benzinga
U.S. Bancorp Stock: A Deep Dive Into Analyst Perspectives (10 Ratings)
↗
January 18, 2024
Via
Benzinga
U.S. Bancorp Earnings Preview
↗
January 16, 2024
Via
Benzinga
Exploring US BANCORP's Technical Signals and Breakout Potential.
↗
January 05, 2024
Indications Suggest NYSE:USB Could Be on the Verge of a Breakout.
Via
Chartmill
Investor Optimism Eases Further As Treasury Yields Rise; Dow Falls For Third Consecutive Session
↗
January 18, 2024
The CNN Money Fear and Greed index showed further easing in overall market sentiment, while the index remained in the "Greed" zone on Wednesday.
Via
Benzinga
Topics
Stocks
10 Financials Stocks Whale Activity In Today's Session
↗
January 17, 2024
Via
Benzinga
U.S. Bancorp's Q4 Symphony: Earnings Beat, CEO Touts "Cost Synergies Of $900M" With Union Bank Acquisition
↗
January 17, 2024
U.S. Bancorp's Q4 earnings report unveils mixed results with total net revenue of $6.7 billion, slightly missing analyst expectations. CEO Andy Cecere highlights achieving the $900 million cost...
Via
Benzinga
Topics
Earnings
U.S. Bancorp Outperforms With $0.99 EPS In Q4 2023
↗
January 17, 2024
U.S. Bancorp reported a strong performance in Q4 2023, surpassing expectations with significant growth in key financial metrics.
Via
Talk Markets
US Stocks Set To Open In Red On Rate Worries Ahead Of Fed Speeches, Data: Analyst Pins Q4 Earnings Hopes On 'Magnificent 7' And Margins
↗
January 17, 2024
Global cues may also weigh in, as Asian stocks saw a decline in response to fourth-quarter China GDP data.
Via
Benzinga
Topics
Economy
Unveiling 9 Analyst Insights On U.S. Bancorp
↗
January 02, 2024
Via
Benzinga
Peering Into U.S. Bancorp's Recent Short Interest
↗
December 29, 2023
Via
Benzinga
U.S. Bancorp Reports Fourth Quarter 2023 Results
January 17, 2024
From
U.S. Bancorp
Via
Business Wire
Earnings Scheduled For January 17, 2024
↗
January 17, 2024
Companies Reporting Before The Bell • Charles Schwab (NYSE:SCHW) is likely to report quarterly earnings at $0.64 per share on revenue of $4.48 billion.
Via
Benzinga
U.S. Bancorp, Charles Schwab And 3 Stocks To Watch Heading Into Wednesday
↗
January 17, 2024
With U.S. stock futures trading lower this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:
Via
Benzinga
Investor Sentiment Eases Further As Treasury Yields Edge Higher; Dow Tumbles Over 200 Points
↗
January 17, 2024
The CNN Money Fear and Greed index showed further easing in overall market sentiment, but the index remained in the "Greed" zone on Tuesday. U.S. stocks closed lower on Tuesday amid an increase in bond...
Via
Benzinga
Topics
Bonds
Stocks
Price Over Earnings Overview: U.S. Bancorp
↗
December 22, 2023
Via
Benzinga
Goldman, Morgan Stanley, Alcoa On Tap This Week As Q4 Earnings Picks Up Pace: Fund Manager Tells Why 2024 Guidance Is 'Much More Important'
↗
January 16, 2024
As of now, 6% of S&P 500 companies have reported earnings. According to FactSet's latest weekly Earnings Insight report, 76% of them reported positive earnings surprises.
Via
Benzinga
Topics
Stocks
Markets Closed In Remembrance Of Dr. King
↗
January 15, 2024
In observance of the birth of Dr. Martin Luther King, Jr., stock markets in the U.S. are closed today. Although this is a shorter trading week, we’ve got plenty on the docket
Via
Talk Markets
Here’s Why Lloyds And HSBC Share Prices Are Sinking
↗
January 15, 2024
UK bank stocks were under intense pressure on Monday as investors reacted to ratings downgrades and last Friday’s US bank earnings. Lloyds share price plunged to 43.83p, its lowest point since December...
Via
Talk Markets
Gold Price Forecast: XAU/USD Flat-Lines Below $2,050, Focus On Geopolitical Tensions
↗
January 14, 2024
Gold price trades flat around $2,045 amid the US bank holiday. US Producer Price Index (PPI) for December rose by 1.0% YoY versus 0.8% prior, below market expectations.
Via
Talk Markets
JPM Reports Mediocre Q4 Earnings But Impresses With Stellar 2024 Forecast (Which Is Based On 6 Fed Cuts)
↗
January 12, 2024
JPMorgan Chase & Co. the largest US bank officially fired the starting gun on the Q3 earnings season.
Via
Talk Markets
Topics
Economy
Top Bank Stock Picks For 2024: 'Valuations Are At 50% Discount To S&P 500,' Analysts Say
↗
January 04, 2024
Bank of America's equity analysts led by Ebrahim H. Poonawala predict a bullish trend in banking stocks in 2024 due to changing economic landscape, policy shifts and strategic positioning of individual...
Via
Benzinga
Topics
Stocks
U.S. Bancorp Announces Fourth Quarter Earnings Conference Call Details
January 03, 2024
From
U.S. Bancorp
Via
Business Wire
US BANCORP ALERT: Bragar Eagel & Squire, P.C. is Investigating US Bancorp on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
January 01, 2024
From
Bragar Eagel & Squire
Via
GlobeNewswire
3 Hidden Champions: The ‘Stealth Wealth’ Stocks Set to Soar in 2024
↗
January 01, 2024
Various hidden gem stocks are available with USB, SBSW, and LVMH looking best-in-class amid their overlooked value stock attributes.
Via
InvestorPlace
Got $5,000? Buy and Hold These 3 Value Stocks for Years
↗
December 30, 2023
Sometimes it pays for investors to take a step back and look at the (much) bigger, longer-term picture.
Via
The Motley Fool
If the Fed Lowers Interest Rates in 2024, This Warren Buffett Stock Could Win Big
↗
December 26, 2023
Rising rates have been a headwind for Moody's bottom line.
Via
The Motley Fool
Topics
Economy
3 No-Brainer Dividend Stocks to Buy in 2024
↗
December 23, 2023
These high-yield stocks should be good picks for the new year.
Via
The Motley Fool
Sherwin-Williams, Glacier Bancorp And A Big US Bank On CNBC's 'Final Trades'
↗
December 18, 2023
On CNBC’s "Halftime Report Final Trades,"Brian Belski of BMO Capital Markets picked Glacier Bancorp, Inc. (NYSE: GBCI), which has
Via
Benzinga
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