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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
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
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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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U.S. Bank Freight Payment Index: Truck freight spending, volume drop for fifth consecutive quarter
November 01, 2023
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Bill Gross Sees 'Extraordinary Long-Term Value' in Regional Banks: 3 ETFs To Watch
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Bill Gross sees regional banks as a falling knife. Yet he believes in their long-term value. 2 ETFs to consider.
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Expert Ratings for U.S. Bancorp
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October 19, 2023
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The Minneapolis-based bank edged out estimates in its Q3 report.
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4 Things You Need to Know If You Buy U.S. Bancorp Today
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October 29, 2023
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October 26, 2023
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U.S. Bank Launches Avvance Point of Sale Lending Solution
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U.S. Bancorp Unusual Options Activity
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Earnings Outlook For U.S. Bancorp
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October 17, 2023
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U.S. Bancorp Investors Just Got Huge News
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October 20, 2023
The Federal Reserve recently announced the bank wouldn't have to comply with requirements that would force it to hold more capital.
Via
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US Stocks Set For Weak Open Ahead Of Tesla Q3 Print: Why This Analyst Is Skeptical Of S&P 500 Recovery To Early 2022 High
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U.S. stocks faced another setback on Wednesday due to uncertainty surrounding interest rates and inflation.
Via
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U.S. Bancorp Reports Third Quarter 2023 Results
October 18, 2023
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BofA Reports Best Ever Q3 Earnings Even As Held-To-Maturity Losses Soar By $26 Billion
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October 17, 2023
Bank of America, the second largest US bank, was the latest big money-center bank to report earnings this morning, it not only beat expectations but reported Q3 numbers that were the strongest in at...
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GBP/USD Forex Signal: Three White Soldiers Pattern Forms
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October 09, 2023
The US dollar index will also react to the upcoming US bank earnings.
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Price Over Earnings Overview: U.S. Bancorp
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October 06, 2023
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Earnings Scheduled For October 18, 2023
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October 18, 2023
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Everyone is applauding the short-term deal to keep the government open for another 45 days.
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Tesla, Netflix Grab Earnings Spotlight This Week As Analysts Divided On Q3 Reporting Season: What's On Investors' Radar?
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October 16, 2023
While analysts look forward to the unfolding reporting season with guarded optimism, they are skeptical regarding forward guidance.
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Benzinga
As JPMorgan, Citi Kickstart Big Bank Earnings This Week, Analyst Sees Silver Lining In Cloud: 'May Not Take Much For Banks To Produce An Upside Surprise'
↗
October 11, 2023
Bank earnings will likely reveal net interest margin pressure and weak non-interest income, an analyst at FactSet says.
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Israel-Hamas War Shakes Middle East, Inflation Reawakens, Oil Surges: The Week In The Markets
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October 13, 2023
Higher-than-expected inflation data this week caught markets off guard, and the Israel-Hamas conflict is sending the markets running to safer assets.
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'Buy Some Here And Then You Buy Some If It Comes Lower': Jim Cramer On This Stock Up Over 50% YTD
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October 10, 2023
On CNBC’s "Mad Money Lightning Round," Jim Cramer said Veeva Systems Inc.
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Q4 2023 Strategy: The 7 Best Stocks to Stabilize Your Portfolio in Market Turmoil
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October 09, 2023
Sail smoothly through the market turbulence by wagering on these seven best stocks to buy for stability at this time.
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10 Financials Stocks With Whale Alerts In Today's Session
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October 04, 2023
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U.S. Bank Names Ariel Meyerstein as Head of ESG Program Office
October 04, 2023
From
U.S. Bancorp
Via
Business Wire
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