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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
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Fifth Third Bancorp
(NQ:
FITB
)
49.82
+0.65 (+1.32%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 8, 2026
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Fifth Third Bank Offers Tools and Tips to Save, Reach Financial Goals
January 25, 2022
From
Fifth Third Bank
Via
Business Wire
Fifth Third Bank Offers Tools and Tips To Save, Reach Financial Goals
January 25, 2022
SOURCE: Fifth Third Bancorp
Via
3BL Media
Fifth Third Bank Demonstrates Inclusion Through Art
January 21, 2022
SOURCE: Fifth Third Bancorp
Via
3BL Media
Recap: Fifth Third Bancorp Q4 Earnings
↗
January 20, 2022
Fifth Third Bancorp (NASDAQ:FITB) reported its Q4 earnings results on Thursday, January 20, 2022 at 06:30 AM. Here's what investors need to know about the announcement...
Via
Benzinga
Fifth Third Announces Fourth Quarter 2021 Results
January 20, 2022
From
Fifth Third Bancorp
Via
Business Wire
Analyst Ratings For Fifth Third Bancorp
↗
January 07, 2022
Fifth Third Bancorp (NASDAQ:FITB) has observed the following analyst rating...
Via
Benzinga
Earnings Scheduled For January 20, 2022
↗
January 20, 2022
Companies Reporting Before The Bell • American Airlines Group (NASDAQ:AAL) is estimated to report quarterly loss at $1.47 per share on revenue of $9.37 billion....
Via
Benzinga
Fifth Third Announces Acquisition of Dividend Finance
January 19, 2022
From
Fifth Third Bancorp
Via
Business Wire
Notable Companies Reporting Before Tomorrow's Open - Wednesday, Jan. 19
↗
January 19, 2022
Notable companies reporting before tomorrow's open include various companies such as Travelers, Fifth Third Bancorp, KeyCorp, and more. Let's take a look.
Via
Talk Markets
Fifth Third Announces Acquisition of Dividend Finance
January 19, 2022
SOURCE: Fifth Third Bancorp
Via
3BL Media
Earnings Preview: Fifth Third Bancorp
↗
January 19, 2022
Fifth Third Bancorp (NASDAQ:FITB) is set to give its latest quarterly earnings report on Thursday, 2022-01-20. Here's what investors need to know before the announcement. Analysts...
Via
Benzinga
From the Fifth Third Bancorp 2020 ESG Report: Climate Strategy
January 18, 2022
SOURCE: Fifth Third Bancorp
Via
3BL Media
Risk Management Association, Top U.S. and Canadian Banks Form Consortium to Tackle Climate Risk
January 12, 2022
SOURCE: Fifth Third Bancorp
Via
3BL Media
The Fifth Third Foundation Announces More Than $23 Million in 2021 Grants
January 06, 2022
SOURCE: Fifth Third Bancorp
Via
3BL Media
Benzinga's Top Ratings Upgrades, Downgrades For January 13, 2022
↗
January 13, 2022
Upgrades According to Morgan Stanley, the prior rating for SunPower Corp (NASDAQ:
Via
Benzinga
The Fifth Third Foundation Announces More Than $23 Million in 2021 Grants
December 28, 2021
From
Fifth Third Foundation
Via
Business Wire
Private Foundations in The Foundation Office at Fifth Third Bank Announce More Than $5.2 Million in 2021 Grants
December 23, 2021
From
Fifth Third Foundation
Via
Business Wire
Private Foundations in the Foundation Office at Fifth Third Bank Announce More Than $5.2 Million in 2021 Grants
December 23, 2021
SOURCE: Fifth Third Bancorp
Via
3BL Media
2021 Fifth Third Bank Diversity Leadership Symposium: Stories of Action and Inspiration
December 22, 2021
SOURCE: Fifth Third Bancorp
Via
3BL Media
From the Fifth Third Bancorp 2020 ESG Report: An ESG Actions Video
December 21, 2021
SOURCE: Fifth Third Bancorp
Via
3BL Media
Fifth Third's Community Development Lending and Investments Group Funds More than $500 Million in 2021 Projects
December 17, 2021
SOURCE: Fifth Third Bancorp
Via
3BL Media
Fifth Third’s Community Development Lending and Investments Group Funds More than $500 Million in 2021 Projects
December 16, 2021
From
Fifth Third Bancorp
Via
Business Wire
Fifth Third Bancorp Announces Cash Dividends
December 14, 2021
From
Fifth Third Bancorp
Via
Business Wire
Fifth Third Employees Pledge More than $5 Million to United Way
December 14, 2021
SOURCE: Fifth Third Bancorp
Via
3BL Media
The Finest Financials
↗
December 08, 2021
The most important event this week (unless something extraordinary happens) is the pre-market time on Friday when the CPI number hits. That is probably the true “make or break” moment for the market...
Via
Talk Markets
Fifth Third Earns Recognition as ESG Leader with Third Consecutive Leadership Score from CDP
December 08, 2021
From
Fifth Third Bank
Via
Business Wire
Fifth Third Earns Recognition as ESG Leader With Third Consecutive Leadership Score From CDP
December 08, 2021
SOURCE: Fifth Third Bancorp
Via
3BL Media
Topics
Bonds
Climate Change
Emissions
Fifth Third Bancorp Announces Redemption of Senior Notes due March 15, 2022
December 08, 2021
From
Fifth Third Bancorp
Via
Business Wire
Expert Ratings For Fifth Third Bancorp
↗
December 06, 2021
Analysts have provided the following ratings for Fifth Third Bancorp (NASDAQ:FI...
Via
Benzinga
Fifth Third Bancorp to Participate in the Goldman Sachs U.S. Financial Services Conference
December 01, 2021
From
Fifth Third Bancorp
Via
Business Wire
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