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home
about us
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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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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
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
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U.S. Bancorp
(NY:
USB
)
52.82
+0.81 (+1.56%)
Streaming Delayed Price
Updated: 2:12 PM EDT, Apr 1, 2026
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Why U.S. Bancorp Stock Pulled Back Today
↗
October 18, 2023
The Minneapolis-based bank edged out estimates in its Q3 report.
Via
The Motley Fool
Why U.S. Bancorp Shares Are Down Today
↗
October 18, 2023
U.S.
Via
Benzinga
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
↗
October 18, 2023
U.S. stocks faced another setback on Wednesday due to uncertainty surrounding interest rates and inflation.
Via
Benzinga
Topics
Stocks
U.S. Bancorp Reports Third Quarter 2023 Results
October 18, 2023
From
U.S. Bancorp
Via
Business Wire
U.S. Bancorp Unusual Options Activity
↗
October 17, 2023
Via
Benzinga
Earnings Outlook For U.S. Bancorp
↗
October 17, 2023
Via
Benzinga
GBP/USD Forex Signal: Three White Soldiers Pattern Forms
↗
October 09, 2023
The US dollar index will also react to the upcoming US bank earnings.
Via
Talk Markets
Price Over Earnings Overview: U.S. Bancorp
↗
October 06, 2023
Via
Benzinga
Earnings Scheduled For October 18, 2023
↗
October 18, 2023
Companies Reporting Before The Bell • Procter & Gamble (NYSE:PG) is expected to report quarterly earnings at $1.71 per share on revenue of $21.67 billion.
Via
Benzinga
BofA Reports Best Ever Q3 Earnings Even As Held-To-Maturity Losses Soar By $26 Billion
↗
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...
Via
Talk Markets
If This Were a Stock - You’d Think “GAME OVER.”
↗
October 03, 2023
Everyone is applauding the short-term deal to keep the government open for another 45 days.
Via
Talk Markets
U.S. Bancorp Unusual Options Activity For September 27
↗
September 27, 2023
Via
Benzinga
Analyst Expectations for U.S. Bancorp's Future
↗
September 26, 2023
Via
Benzinga
Tesla, Netflix Grab Earnings Spotlight This Week As Analysts Divided On Q3 Reporting Season: What's On Investors' Radar?
↗
October 16, 2023
While analysts look forward to the unfolding reporting season with guarded optimism, they are skeptical regarding forward guidance.
Via
Benzinga
Want $2,000 in Annual Dividend Income? Invest $17,650 Into the Following 3 Ultra-High-Yield Financial Stocks
↗
October 12, 2023
These high-octane financial stocks, which sport a scorching-hot average yield of 11.34%, can really fatten patient investors' wallets.
Via
The Motley Fool
Israel-Hamas War Shakes Middle East, Inflation Reawakens, Oil Surges: The Week In The Markets
↗
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.
Via
Benzinga
Topics
Economy
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.
Via
Benzinga
'Buy Some Here And Then You Buy Some If It Comes Lower': Jim Cramer On This Stock Up Over 50% YTD
↗
October 10, 2023
On CNBC’s "Mad Money Lightning Round," Jim Cramer said Veeva Systems Inc.
Via
Benzinga
Q4 2023 Strategy: The 7 Best Stocks to Stabilize Your Portfolio in Market Turmoil
↗
October 09, 2023
Sail smoothly through the market turbulence by wagering on these seven best stocks to buy for stability at this time.
Via
InvestorPlace
10 Financials Stocks With Whale Alerts In Today's Session
↗
October 04, 2023
Via
Benzinga
U.S. Bank Names Ariel Meyerstein as Head of ESG Program Office
October 04, 2023
From
U.S. Bancorp
Via
Business Wire
American Banker Names U.S. Bank Leaders to 2023 Most Powerful Women in Banking Lists
October 03, 2023
From
U.S. Bancorp
Via
Business Wire
10 Financials Stocks With Whale Alerts In Today's Session
↗
October 02, 2023
Via
Benzinga
U.S. Bank CFO Insights Report: Finance Leaders Shift to Defense Mode
October 02, 2023
From
U.S. Bancorp
Via
Business Wire
U.S. Bank Receives $55 Million in New Markets Tax Credit Allocation
September 29, 2023
From
U.S. Bank
Via
Business Wire
U.S. Bancorp Announces Third Quarter Earnings Conference Call Details
September 28, 2023
From
U.S. Bancorp
Via
Business Wire
New U.S. Bank report reveals small business owners are feeling successful and fulfilled, but pursuing their dream means sacrifice in their personal lives
September 26, 2023
From
U.S. Bancorp
Via
Business Wire
Best Banks In Trust: Schwab Sweeps A Tough Trust Category
↗
September 25, 2023
Schwab Bank takes top honors in customer ratings a year of bank failures. What about your bank?
Via
Investor's Business Daily
Most Trusted Credit Cards Win Fans With Exclusive Deals, Top Service
↗
September 25, 2023
Credit card rewards and great service put American Express and Discover in a tie for first place among most trusted card issuers.
Via
Investor's Business Daily
Topics
Credit Cards
Citigroup Maintains Neutral Rating for U.S. Bancorp: Here's What You Need To Know
↗
September 22, 2023
Via
Benzinga
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