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about us
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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
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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TAF sm Program
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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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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
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Client's Responsibilities
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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
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Event Schedule
Total Asset Fund (TAF sm) Presentation
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
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UMB Financial Corporation - Common Stock
(NQ:
UMBF
)
117.74
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EST, Mar 3, 2026
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All News about UMB Financial Corporation - Common Stock
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Q2 Earnings Roundup: OFG Bancorp (NYSE:OFG) And The Rest Of The Regional Banks Segment
September 29, 2025
Looking back on regional banks stocks’ Q2 earnings, we examine this quarter’s best and worst performers, including OFG Bancorp (NYSE:OFG) and its peers.
Via
StockStory
Regional Banks Stocks Q2 Highlights: Popular (NASDAQ:BPOP)
September 29, 2025
Looking back on regional banks stocks’ Q2 earnings, we examine this quarter’s best and worst performers, including Popular (NASDAQ:BPOP) and its peers.
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StockStory
Expert Outlook: UMB Financial Through The Eyes Of 11 Analysts
↗
September 29, 2025
In the preceding three months, 11 analysts have released ratings for UMB Financial (NASDAQ: UMBF), presenting a wide array of perspectives from bullish to bearish.
Via
Benzinga
Regional Banks Stocks Q2 In Review: First Bancorp (NASDAQ:FBNC) Vs Peers
September 28, 2025
Earnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let’s have a look at First Bancorp (NASDAQ:FBNC) and its peers.
Via
StockStory
Q2 Earnings Highs And Lows: Veritex Holdings (NASDAQ:VBTX) Vs The Rest Of The Regional Banks Stocks
September 28, 2025
As the Q2 earnings season wraps, let’s dig into this quarter’s best and worst performers in the regional banks industry, including Veritex Holdings (NASDAQ:VBTX) and its peers.
Via
StockStory
Looking Into UMB Financial Corp's Recent Short Interest
↗
September 26, 2025
UMB Financial Corp's (NYSE: UMBF) short interest as a percent of float has risen 8.64% since its last report. According to exchange reported data, there are now 2.26 million shares sold short, which is...
Via
Benzinga
Regional Banks Stocks Q2 Results: Benchmarking The Bancorp (NASDAQ:TBBK)
September 25, 2025
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q2. Today, we are looking at regional banks stocks, starting with The...
Via
StockStory
Regional Banks Stocks Q2 Recap: Benchmarking Fifth Third Bancorp (NASDAQ:FITB)
September 25, 2025
Earnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let’s have a look at Fifth Third Bancorp (NASDAQ:FITB) and its peers.
Via
StockStory
Winners And Losers Of Q2: TriCo Bancshares (NASDAQ:TCBK) Vs The Rest Of The Regional Banks Stocks
September 24, 2025
Wrapping up Q2 earnings, we look at the numbers and key takeaways for the regional banks stocks, including TriCo Bancshares (NASDAQ:TCBK) and its peers.
Via
StockStory
Regional Banks Q2 Earnings: UMB Financial (NASDAQ:UMBF) Simply the Best
September 24, 2025
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q2. Today, we are looking at regional banks stocks, starting with UMB...
Via
StockStory
Q2 Earnings Highlights: Comerica (NYSE:CMA) Vs The Rest Of The Regional Banks Stocks
September 24, 2025
As the Q2 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the regional banks industry, including Comerica (NYSE:CMA) and its peers.
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Q2 Earnings Roundup: Zions Bancorporation (NASDAQ:ZION) And The Rest Of The Regional Banks Segment
September 23, 2025
Wrapping up Q2 earnings, we look at the numbers and key takeaways for the regional banks stocks, including Zions Bancorporation (NASDAQ:ZION) and its peers.
Via
StockStory
Spotting Winners: Bank of Hawaii (NYSE:BOH) And Regional Banks Stocks In Q2
September 22, 2025
Earnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let’s have a look at Bank of Hawaii (NYSE:BOH) and its peers.
Via
StockStory
2 Bank Stocks for Long-Term Investors and 1 We Ignore
September 22, 2025
Banks play a critical role in the financial system, providing everything from commercial loans to wealth management and payment processing services. Still, investors are uneasy as banks face challenges...
Via
StockStory
Topics
Stocks
Q2 Earnings Highs And Lows: Cathay General Bancorp (NASDAQ:CATY) Vs The Rest Of The Regional Banks Stocks
September 21, 2025
Wrapping up Q2 earnings, we look at the numbers and key takeaways for the regional banks stocks, including Cathay General Bancorp (NASDAQ:CATY) and its peers.
Via
StockStory
Regional Banks Stocks Q2 Highlights: First Hawaiian Bank (NASDAQ:FHB)
September 21, 2025
As the Q2 earnings season wraps, let’s dig into this quarter’s best and worst performers in the regional banks industry, including First Hawaiian Bank (NASDAQ:FHB) and its peers.
Via
StockStory
Topics
Credit Cards
Regional Banks Stocks Q2 Results: Benchmarking Simmons First National (NASDAQ:SFNC)
September 21, 2025
Wrapping up Q2 earnings, we look at the numbers and key takeaways for the regional banks stocks, including Simmons First National (NASDAQ:SFNC) and its peers.
Via
StockStory
Here's How Much $100 Invested In UMB Financial 5 Years Ago Would Be Worth Today
↗
September 19, 2025
Via
Benzinga
Reflecting On Regional Banks Stocks’ Q1 Earnings: Veritex Holdings (NASDAQ:VBTX)
September 17, 2025
As the Q1 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the regional banks industry, including Veritex Holdings (NASDAQ:VBTX) and its peers.
Via
StockStory
Regional Banks Stocks Q2 Teardown: Eastern Bank (NASDAQ:EBC) Vs The Rest
September 16, 2025
As the Q2 earnings season wraps, let’s dig into this quarter’s best and worst performers in the regional banks industry, including Eastern Bank (NASDAQ:EBC) and its peers.
Via
StockStory
Regional Banks Stocks Q2 Results: Benchmarking BankUnited (NYSE:BKU)
September 16, 2025
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q2. Today, we are looking at regional banks stocks, starting with...
Via
StockStory
Regional Banks Stocks Q2 Teardown: First Financial Bankshares (NASDAQ:FFIN) Vs The Rest
September 15, 2025
Looking back on regional banks stocks’ Q2 earnings, we examine this quarter’s best and worst performers, including First Financial Bankshares (NASDAQ:FFIN) and its peers.
Via
StockStory
Reflecting On Regional Banks Stocks’ Q2 Earnings: Commerce Bancshares (NASDAQ:CBSH)
September 15, 2025
Looking back on regional banks stocks’ Q2 earnings, we examine this quarter’s best and worst performers, including Commerce Bancshares (NASDAQ:CBSH) and its peers.
Via
StockStory
Q2 Rundown: Pathward Financial (NASDAQ:CASH) Vs Other Regional Banks Stocks
September 14, 2025
Let’s dig into the relative performance of Pathward Financial (NASDAQ:CASH) and its peers as we unravel the now-completed Q2 regional banks earnings season.
Via
StockStory
Winners And Losers Of Q2: Westamerica Bancorporation (NASDAQ:WABC) Vs The Rest Of The Regional Banks Stocks
September 14, 2025
As the Q2 earnings season wraps, let’s dig into this quarter’s best and worst performers in the regional banks industry, including Westamerica Bancorporation (NASDAQ:WABC) and its peers.
Via
StockStory
Q2 Earnings Highlights: Community Bank (NYSE:CBU) Vs The Rest Of The Regional Banks Stocks
September 11, 2025
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Community Bank (NYSE:CBU) and...
Via
StockStory
Unpacking Q2 Earnings: Brookline Bancorp (NASDAQ:BRKL) In The Context Of Other Regional Banks Stocks
September 11, 2025
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Brookline Bancorp (NASDAQ:BRKL)...
Via
StockStory
Regional Banks Stocks Q2 Teardown: Byline Bancorp (NYSE:BY) Vs The Rest
September 10, 2025
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how regional banks stocks fared in Q2, starting with Byline...
Via
StockStory
Q2 Earnings Roundup: Peoples Bancorp (NASDAQ:PEBO) And The Rest Of The Regional Banks Segment
September 09, 2025
Looking back on regional banks stocks’ Q2 earnings, we examine this quarter’s best and worst performers, including Peoples Bancorp (NASDAQ:PEBO) and its peers.
Via
StockStory
UMB FINANCIAL CORP (NASDAQ:UMBF) Presents High Growth Momentum and Technical Breakout Potential
↗
September 09, 2025
UMB Financial (UMBF) shows strong EPS & revenue growth with a high technical rating, signaling a potential breakout for momentum investors.
Via
Chartmill
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