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home
about us
Investment Approach
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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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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
RSVP-Signup Form
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U.S. Bancorp
(NY:
USB
)
52.91
+0.91 (+1.74%)
Streaming Delayed Price
Updated: 12:38 PM EDT, Apr 1, 2026
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Is U.S. Bancorp Stock a Buy?
↗
September 22, 2023
This financial stock declined sharply amid the regional bank turmoil in March and now trades at a significant discount.
Via
The Motley Fool
U.S. Bank Unveils Connected Partnership Network
September 21, 2023
From
U.S. Bank
Via
Business Wire
The 7 Most Undervalued S&P 500 Stocks to Buy in September 2023
↗
September 20, 2023
Here are just a few of the top, most undervalued stocks currently trading on the S&P 500. However, they may not be on sale for long.
Via
InvestorPlace
Topics
Stocks
U.S. Bank Names Kai Sakstrup Chief Product Officer for Wealth, Corporate, Commercial and Institutional Banking
September 19, 2023
From
U.S. Bancorp
Via
Business Wire
Why U.S. Bancorp Stock Was Down Today
↗
September 13, 2023
The stock is down about 19% year to date.
Via
The Motley Fool
Trombonist Turned Banker Finds Parallels Connecting With Audiences and Customers
September 08, 2023
Via
ACCESSWIRE
(USB) - Analyzing U.S. Bancorp's Short Interest
↗
September 08, 2023
Via
Benzinga
5 Blue-Chip Growth Stocks to Buy According to AI
↗
September 18, 2023
These blue-chip growth stocks have been identified by AI systems and InvestorPlace.com writers. What more could you ask for?
Via
InvestorPlace
Topics
Artificial Intelligence
US Bank Loan Volumes Dwindled Last Week Despite Sizable Deposit Inflows
↗
September 15, 2023
A big jump in inflows last week to Money-Market funds (and increased us of The Fed's emergency funding facility) would suggest that banks suffered some deposit outflows.
Via
Talk Markets
Topics
Economy
Third Largest US Bank Citigroup In Layoff Talks After Management Restructure
↗
September 15, 2023
Citigroup Inc (NYSE: C) is reportedly considering job cuts, with insider sources indicating that support personnel in compliance and risk management are particularly vulnerable. Moreover, there's...
Via
Benzinga
Topics
Workforce
More Time For Patients, Less Time On Paperwork: How U.S. Bank Is Simplifying Finances For Healthcare Providers
↗
September 14, 2023
U.S.
Via
Benzinga
U.S. Bank Launches New Initiative to Serve Small-to-Midsize Healthcare Practices and Practice Owners
September 14, 2023
From
U.S. Bancorp
Via
Business Wire
What 14 Analyst Ratings Have To Say About U.S. Bancorp
↗
September 07, 2023
Via
Benzinga
Price Over Earnings Overview: U.S. Bancorp
↗
September 04, 2023
Via
Benzinga
U.S. Bank offers recycled plastic for Altitude Go, plus 100% matching points for charity
September 13, 2023
From
U.S. Bank
Via
Business Wire
U.S. Bancorp Announces Quarterly Dividends
September 12, 2023
From
U.S. Bancorp
Via
Business Wire
U.S. Bancorp Provides Schedule for 2025 Earnings Conference Calls
September 12, 2023
From
U.S. Bancorp
Via
Business Wire
1 No-Brainer Warren Buffett Stock to Buy in September
↗
September 09, 2023
This U.S. bank stock stands out as a top buy this month.
Via
The Motley Fool
September Rally? 3 Stocks to Buy Before Liftoff
↗
September 08, 2023
September has the reputation as the worst performing month of the year, but these are stocks to buy now in anticipation of the rally to come.
Via
InvestorPlace
Benzinga's Top Ratings Upgrades, Downgrades For September 7, 2023
↗
September 07, 2023
Via
Benzinga
U.S. Bank names Shruti Patel chief product officer for the business banking segment
September 06, 2023
From
U.S. Bancorp
Via
Business Wire
U.S. Bancorp to speak at the Barclays Global Financial Services Conference
September 06, 2023
From
U.S. Bancorp
Via
Business Wire
Paybis Launches ACH Payments for Faster US Bank Transfers
September 04, 2023
Wilmington, Delaware--(Newsfile Corp. - September 4, 2023) - Paybis, the leading fiat-to-crypto exchange, has added support for ACH bank transfers...
Via
Newsfile
U.S. Bank and Elavon Launch Next Gen talech Terminal for Small Businesses
August 30, 2023
From
U.S. Bancorp
Via
Business Wire
3 No-Brainer Stocks to Buy With $100 Right Now
↗
August 30, 2023
You don't need a huge pile of cash to build wealth on Wall Street.
Via
The Motley Fool
Trust the Oracle: 3 Warren Buffett Stocks to Buy for Long-Term Gains
↗
August 27, 2023
For those looking to invest like Warren Buffett, here are three of his top holdings worth adding as long-term positions.
Via
InvestorPlace
Profit Potential: 5 Undervalued Stocks With High Dividend Yields
August 26, 2023
High-yield quality dividend stocks like Energy Transfer, U.S. Bancorp, Crown Castle, Kraft Heinz, and AllianceBernstein can offset a slowdown in growth stocks.
Via
MarketBeat
Topics
ETFs
If You Invested $10,000 in Capital One During the Pandemic, This Is How Much You Would Have Today
↗
August 24, 2023
It has beaten just about every bank stock since then.
Via
The Motley Fool
U.S. Bank announces updates to recent leadership changes
August 23, 2023
From
U.S. Bank
Via
Business Wire
S&P Slashes Ratings Of 5 US Regional Banks Facing Growing Challenges
↗
August 22, 2023
Via
Benzinga
Topics
Stocks
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