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home
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
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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Back Dated Performance Reports
Quarterly Performance Reports
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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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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Citizens Financial Group, Inc. Common Stock
(NY:
CFG
)
69.86
+0.15 (+0.22%)
Official Closing Price
Updated: 7:00 PM EDT, Aug 21, 2026
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Why Shares of Investors Bancorp Rose Today
↗
July 28, 2021
The New Jersey-based bank is being acquired.
Via
The Motley Fool
12 Financials Stocks Moving In Wednesday's Pre-Market Session
↗
July 28, 2021
Gainers Lakeland Financial (NASDAQ:LKFN) stock moved upwards by 11.24% to $65.99 during Wednesday's pre-market session. The market value of their outstanding shares is...
Via
Benzinga
Citizens Financial Group, Inc. Announces Agreement to Acquire Investors Bancorp, Inc.
July 28, 2021
From
Citizens Financial Group, Inc.
Via
Business Wire
Analyzing Citizens Financial Group's Unusual Options Activity
↗
July 26, 2021
Shares of Citizens Financial Group (NYSE:CFG) saw some unusual options activity on Monday. Following the unusual option alert, the stock price moved up to $44.25. Sentiment:...
Via
Benzinga
Marines Are Taking Texas
June 30, 2021
G.I.HAUL® Junk Removal Signs San Antonio as 7th Location
Via
EIN Presswire
Stocks That Hit 52-Week Highs On Monday
↗
May 10, 2021
This morning 792 companies reached new 52-week highs. Points of Interest: JPMorgan Chase (NYSE: JPM) was the largest company by market cap to set a new 52-week high. The...
Via
Benzinga
Citizens Business Conditions Index™ Reaches Highest Level in Three Years as Economic Recovery Gains Momentum
July 22, 2021
From
Citizens Financial Group, Inc.
Via
Business Wire
Citizens Launches Green Deposits for Corporate Clients
July 21, 2021
From
Citizens Financial Group, Inc.
Via
Business Wire
Citizens Financial Group, inc (CFG) Q2 2021 Earnings Call Transcript
↗
July 20, 2021
CFG earnings call for the period ending June 30, 2021.
Via
The Motley Fool
Topics
Earnings
Recap: Citizens Financial Group Q2 Earnings
↗
July 20, 2021
Shares of Citizens Financial Group (NYSE:CFG) rose 0.1% in pre-market trading after the company reported Q2 results. Quarterly Results Earnings per share increased 175.47%...
Via
Benzinga
Earnings Scheduled For July 20, 2021
↗
July 20, 2021
Earnings Scheduled For July 20, 2021 before and after the bell.
Via
Talk Markets
Citizens Financial Group, Inc. Reports Second Quarter 2021 Net Income of $648 million and EPS of $1.44
July 20, 2021
From
Citizens Financial Group, Inc.
Via
Business Wire
Earnings Scheduled For July 20, 2021
↗
July 20, 2021
Companies Reporting Before The Bell • Signature Bank (NASDAQ:SBNY) is likely to report quarterly earnings at $3.14 per share on revenue of $466.52 million. •...
Via
Benzinga
Unusual Options Activity Insight: Citizens Financial Group
↗
July 19, 2021
Shares of Citizens Financial Group (NYSE:CFG) saw some unusual options activity on Monday. Following the unusual option alert, the stock price moved down to $41.49. Sentiment:...
Via
Benzinga
Citizens Financial Group Named Best U.S. Bank in Euromoney’s Awards for Excellence 2021
July 14, 2021
From
Citizens Financial Group, Inc.
Via
Business Wire
Did Citizens Financial Group Cost Its Shareholders by Sitting Out the Fed's Stress Testing?
↗
July 02, 2021
The bank could have opted into 2021's stress tests in an effort to get its capital requirements reduced.
Via
The Motley Fool
Topics
Economy
Understanding Citizens Financial Group's Unusual Options Activity
↗
June 30, 2021
On Wednesday, shares of Citizens Financial Group (NYSE:CFG) saw unusual options activity. After the option alert, the stock price moved up to $45.98. Sentiment: BULLISH Option...
Via
Benzinga
Citizens Financial Group Releases 2020 Corporate Responsibility Report
June 29, 2021
From
Citizens Financial Group
Via
Business Wire
Citizens Financial Group Announces Expiration and Results of Exchange Offers for Certain Series of Notes Issued in Connection with Prior Private Exchange Offers
June 24, 2021
From
Citizens Financial Group, Inc.
Via
Business Wire
This Bank Is Increasing Its Margin Guidance for the Year
↗
June 19, 2021
Citizens Financial is hoping to make more on interest-earning assets, and pay out less on interest-bearing liabilities.
Via
The Motley Fool
Topics
Economy
Citizens Financial Group Announces Pricing of $300 Million Preferred Stock Offering
June 04, 2021
From
Citizens Financial Group, Inc.
Via
Business Wire
Citizens Financial Group Announces Redemption of 250,000 Shares of its Series A Non-Cumulative Perpetual Preferred Stock
June 04, 2021
From
Citizens Financial Group, Inc.
Via
Business Wire
Citizens Financial Group to Participate at the Morgan Stanley U.S. Financials, Payments & CRE Conference
June 03, 2021
From
Citizens Financial Group, Inc.
Via
Business Wire
Why Citizens Financial Group Is Acquiring 80 Branches From HSBC
↗
June 03, 2021
The deal fills in a key geographic gap in its footprint and adds good deposits to its balance sheet, while also creating opportunity for Citizens' national consumer bank.
Via
The Motley Fool
Citizens Financial Group, Inc. to Acquire HSBC East Coast Branches and National Online Deposit Business
May 26, 2021
From
Citizens Financial Group, Inc.
Via
Business Wire
Personal Loans Market Next Big Thing: Major Giants Avant, Prosper, Earnest
↗
June 01, 2021
How technological advancements is changing the dynamics of Personal Loans Market. Know more about the key market trends and drivers in latest broadcast about secure web gateway market from HTF MI.
Via
SBWire
Citizens Financial Group Announces Exchange Offers for Certain Series of Notes Issued in Connection with Prior Private Exchange Offers
May 25, 2021
From
Citizens Financial Group, Inc.
Via
Business Wire
Citizens Financial Group to Participate in the Bernstein 37th Annual Strategic Decisions Conference 2021
May 24, 2021
From
Citizens Financial Group, Inc.
Via
Business Wire
Citizens Financial Group Announces Redemption of Senior Notes
May 21, 2021
From
Citizens Financial Group, Inc.
Via
Business Wire
Citizens Financial Group to Participate at Deutsche Bank's Global Financial Services & FinTech / Info Services Conferences
May 12, 2021
From
Citizens Financial Group, Inc.
Via
Business Wire
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