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home
about us
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Team Biographies
Firm ADV PDFs
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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
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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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
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
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
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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
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Truist Financial Corporation Common Stock
(NY:
TFC
)
46.77
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EDT, May 19, 2026
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Quote
Overview
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All News about Truist Financial Corporation Common Stock
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Thurgood Marshall College Fund and Truist Launch $3 Million Scholarship Program to Support HBCU Students
November 29, 2021
SOURCE: Truist
Via
3BL Media
Truist Board Members Honored and Diversity, Equity and Inclusion Commitment Recognized with Awards
November 18, 2021
SOURCE: Truist
Via
3BL Media
Topics
Supply Chain
Truist Ignites Purpose...YEAH!
November 12, 2021
SOURCE: Truist
Via
3BL Media
Appalachian Community Capital Receives $1M Grant From Truist Foundation to Strengthen and Stabilize Diverse Small Businesses
November 10, 2021
SOURCE: Truist
Via
3BL Media
Topics
Economy
Truist Foundation Supports American Red Cross Humanitarian Mission Through Annual Disaster Giving Program
November 09, 2021
SOURCE: Truist
Via
3BL Media
3 Restaurant Stocks to Buy as Portillo’s IPO Puts Food in Focus
↗
November 05, 2021
Hot dog restaurant chain Portillo’s held a successful IPO in mid-October that raised $400 million, and that has put food in focus for many investors. Here are three restaurant stocks that can put some...
Via
InvestorPlace
Topics
Initial Public Offering
Truist Celebrates Hispanic Heritage Month
September 17, 2021
SOURCE: Truist
Via
3BL Media
Saving One of D.C.'s Oldest Hardware Stores
September 16, 2021
SOURCE: Truist
Via
3BL Media
Truist Recognizes National Veterans and Military Families Month
November 04, 2021
SOURCE: Truist
Via
3BL Media
Fintech Focus For November 2, 2021
↗
November 01, 2021
Quote To Start The Day: “Ownership creates empowerment.” Source: Lule Demmissie One Big Thing In Fintech: Money20/20’s latest in-person conference was held Oct...
Via
Benzinga
Money20/20 Special: Benzinga Meets With Truist Ventures To Talk Disruptive Innovation
↗
November 01, 2021
Money20/20’s latest in-person conference was held Oct. 24-27 at The Venetian Resort in Las Vegas, Nevada. Amidst all the recognition and networking, Benzinga had...
Via
Benzinga
1 Number More Important Than Earnings at Truist
↗
October 29, 2021
The new bank resulting from the merger of BB&T and SunTrust has promised an industry-leading efficiency ratio.
Via
The Motley Fool
Most Powerful Women to Watch: No. 3, Truist Financial's Ellen Fitzsimmons
October 26, 2021
SOURCE: Truist
Via
3BL Media
How Hank Aaron Helped Others Keep Swinging
September 14, 2021
SOURCE: Truist
Via
3BL Media
Last Week's Notable Insider Buys: Navitas Semiconductor, Truist Financial And More
↗
October 23, 2021
Insider buying can be an encouraging signal for potential investors, especially when markets are uncertain or near highs. The initial public offering of a SPAC merger prompted...
Via
Benzinga
3 Stocks Insiders Are Buying
↗
October 21, 2021
When insiders purchase shares, it indicates their confidence in the company's prospects or that they view the stock as a bargain. Either way, this signals an opportunity to go...
Via
Benzinga
$2M Grant to UNC-Chapel Hill Program Will Rebuild, Fortify Local Economies Across North Carolina and Beyond
October 20, 2021
SOURCE: Truist
Via
3BL Media
Topics
Economy
Supply Chain
Truist Financial: Q3 Earnings Insights
↗
October 19, 2021
Truist Financial(NYSE:TFC) stock rose by 0.68% on Monday after the company reported its Q3 earnings results on Friday, October 15, 2021 at 05:45 AM. Here's what...
Via
Benzinga
In Case You Missed It: Creating Equitable Access to Capital for Black-Owned Businesses
October 18, 2021
SOURCE: Truist
Via
3BL Media
Truist Financial Corporation (TFC) Q3 2021 Earnings Call Transcript
↗
October 15, 2021
TFC earnings call for the period ending September 30, 2021.
Via
The Motley Fool
Topics
Earnings
Health Care Sector Appears to Be a Drag on Positive UnitedHealth Earnings
↗
October 15, 2021
Stock futures were pointing to a higher open even before Goldman Sachs (NYSE: GS) reported better than expected earnings. Goldman rose 2.25% before the open helping to...
Via
Benzinga
Earnings Scheduled For October 15, 2021
↗
October 15, 2021
Companies Reporting Before The Bell • Truist Financial (NYSE:TFC) is projected to report quarterly earnings at $1.21 per share on revenue of $5.53 billion. •...
Via
Benzinga
Why This Analyst Is Raising Big Bank Price Targets Ahead Of Q3 Earnings
↗
October 08, 2021
Big bank earnings season kicks off next week, and one Wall Street analyst took the opportunity on Friday to raise his price targets for some big ba...
Via
Benzinga
Truist Celebrates National Disability Employment Awareness Month
October 08, 2021
SOURCE: Truist
Via
3BL Media
Benzinga's Top Ratings Upgrades, Downgrades For October 5, 2021
↗
October 05, 2021
Upgrades Wolfe Research upgraded the previous rating for PACCAR Inc (NASDAQ:
Via
Benzinga
Faith and Financing Create Better Care for Atlanta's Homeless
September 27, 2021
SOURCE: Truist
Via
3BL Media
Truist Executive Leaders Spend Time with Small Businesses
September 21, 2021
SOURCE: Truist
Via
3BL Media
Most Trusted Banks Face Uphill Battle, But Some Shine
↗
September 20, 2021
Banks haven't restored their reputation after hits from the financial crisis. But a survey found that TD Bank and two others are trusted most by customers.
Via
Investor's Business Daily
Truist Teammates Prop up a Hoop to Help
September 20, 2021
SOURCE: Truist
Via
3BL Media
Topics
Bonds
Truist and EVERFI Launch No-Cost Early Literacy Program for Educators, Families and Community-Based Organizations
September 10, 2021
SOURCE: Truist
Via
3BL Media
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