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home
about us
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Team Biographies
Firm ADV PDFs
Form CRS
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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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Client Contact with Portfolio Manager(s)
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
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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
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PNC Financial Services
(NY:
PNC
)
249.87
+1.16 (+0.47%)
Official Closing Price
Updated: 6:30 PM EDT, Jul 31, 2026
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10 Financials Stocks With Whale Alerts In Today's Session
↗
March 28, 2023
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Harris Williams Advises Western Smokehouse Partners on its Sale to AUA Private Equity Partners, LLC
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How Is The Market Feeling About PNC Finl Servs Gr?
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March 22, 2023
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PNC Finl Servs Gr Unusual Options Activity
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PNC Finl Servs Gr Unusual Options Activity For March 16
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March 21, 2023
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March 20, 2023
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Stocks That Hit 52-Week Lows On Wednesday
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March 15, 2023
On Wednesday, 479 stocks made new 52-week lows.
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Stocks That Hit 52-Week Lows On Friday
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March 24, 2023
On Friday, 469 companies hit new 52-week lows.
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Ackman Says Bank of America Will Buy Signature Bank Monday, Predicts Crisis Of Confidence
↗
March 17, 2023
Billionaire investor Bill Ackman said Friday that Bank of America (NYSE: BAC) will buy Signature Bank (NASDAQ: SBNY) on Monday, as bigger systemic banks continue in their efforts to rescue
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Benzinga
The Big Banks Join Forces to Save First Republic Bank
March 17, 2023
Top US banks join forces to back First Republic Bank, aiming to restore confidence and stabilize the banking sector amid the ongoing crisis.
Via
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Insiders Buying KeyCorp And 2 Other Stocks
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March 17, 2023
Although US stocks closed higher on Thursday, there were a few notable insider trades.
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Why Stocks Jumped on First Republic's Bailout -- But First Republic Stock Fell
↗
March 16, 2023
Markets soared Thursday, but the regional bank's shares gave back all their gains and then some in after-hours trading.
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Looking At PNC Finl Servs Gr's Recent Unusual Options Activity
↗
March 14, 2023
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Benzinga
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Expert Ratings for PNC Finl Servs Gr
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March 16, 2023
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Bank Stocks Alert: Major Banks Team Up for $30 Billion Deal to Help First Republic
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March 16, 2023
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March 14, 2023
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Regional Bank Analyst Slashes Price Targets Across The Board: 'Interest Rates Pose Significant Risk'
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March 13, 2023
The SPDR S&P 500 ETF Trust (NYSE: SPY) stabilized Monday, but extreme volatility among U.S.
Via
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Benzinga's Top Ratings Upgrades, Downgrades For March 13, 2023
↗
March 13, 2023
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PNC Financial Declines A Bid On Silicon Valley Bank Assets: Report
↗
March 12, 2023
PNC Financial Services Group (NYSE: PNC) has decided not to bid on Silicon Valley Bank (NASDAQ: SIVB) after holding initial discussions with the Federal Deposit Insurance Corp (FDIC) and conducting due...
Via
Benzinga
Ghosts Of 2008 Return To Markets?
↗
March 10, 2023
Russell crushed, bonds explode, and volume inverts.
Via
Talk Markets
The Boulder Group Arranges Sale of a Net Lease Valvoline in Illinois
March 09, 2023
Via
AB Newswire
Mortgage Loan Service Market Share 2023 Size, Key Driver, Feasibility Scope, New Opportunities, Investment Plans and Demand Forecast by 2028
March 09, 2023
Mortgage Loan Service Market SWOT Analysis by Top Key Players - Quicken Loans, Chase, Flagstar Bank, Mr. Cooper, PNC Bank, Ally, Guaranteed Rate, Northpointe Bank, Better, PenFed Credit Union, Rocket...
Via
SBWire
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