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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
Featured Quarterly Newsletter
Featured Articles
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U.S. Bancorp
(NY:
USB
)
52.82
+0.81 (+1.56%)
Streaming Delayed Price
Updated: 3:41 PM EDT, Apr 1, 2026
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Gen Z Seeking Investments that Align with their Values, but Unsure How to Begin Investing, U.S. Bank Survey Finds
August 01, 2023
From
U.S. Bank
Via
Business Wire
A Look Into U.S. Bancorp Inc's Price Over Earnings
↗
July 28, 2023
Via
Benzinga
Home Equity Loan Market to See Huge Growth by 2028 : Citibank, Truist Financial, Reali Loans, PNC Bank
July 27, 2023
Home Equity Loan Comprehensive Study by Type (Fixed-Rate Loan, Home Equity Lines of Credit (HELOCs)), Application (Medical Expenses, Educational Expenses, Home Restoration, Debt Consolidation, Others),...
Via
SBWire
U.S. Bank Increases Prime Lending Rate to 8.50 Percent
July 26, 2023
From
U.S. Bancorp
Via
Business Wire
Peering Into U.S. Bancorp's Recent Short Interest
↗
July 25, 2023
Via
Benzinga
Where U.S. Bancorp Stands With Analysts
↗
July 24, 2023
Via
Benzinga
Earnings Preview: U.S. Bancorp
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July 18, 2023
Via
Benzinga
U.S. Bancorp May Be a Buy, but Is It Right for You?
↗
July 26, 2023
This smaller bank is different from its bigger peers ... different enough to matter to investors.
Via
The Motley Fool
U.S. Bank, Korean Air announce new SKYPASS Visa® benefits
July 25, 2023
From
U.S. Bank
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Business Wire
The 3 Most Undervalued Bank Stocks to Buy Now: July 2023
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July 23, 2023
March's banking crisis put downward pressure on bank stocks, but healthy earnings and low prices make these cheap bank stocks a bargain.
Via
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The Best Stocks to Invest $5,000 in Right Now
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July 22, 2023
Investors won't have to worry about overpaying for any of these stocks.
Via
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U.S. Bancorp Shares Rally As Analysts Get Bullish After Q2 Report
July 21, 2023
Analysts are optimistic about U.S. Bancorp as shares rise 6.46% on Q2 earnings. A strengthened capital position was a key factor boosting sentiment.
Via
MarketBeat
Dow Jones Leads Market Advance As Tesla, Netflix, Taiwan Semiconductor Hit Growth: Weekly Review
↗
July 21, 2023
But all the major indexes are at or near 15-month highs.
Via
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Truist Financial: A New Bank for a New Era
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July 21, 2023
This top 10 U.S. commercial bank is well-positioned to address the rapid changes in the financial industry.
Via
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FedNow Hits The Market: Set To Revolutionize US Financial Infrastructure With Instant Payment Services
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July 20, 2023
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Benzinga
NVIDIA To Rally Over 28%? Here Are 10 Other Analyst Forecasts For Thursday
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July 20, 2023
Piper Sandler boosted the price target for Netflix, Inc. (NASDAQ: NFLX) from $350 to $440. Piper Sandler analyst Thomas Champion maintained a Neutral rating. Netflix shares fell 6.4% to $447.26 in...
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For July 20, 2023
↗
July 20, 2023
Via
Benzinga
U.S. Bancorp Analysts Increase Their Forecasts After Q2 Results
↗
July 20, 2023
U.S. Bancorp (NYSE: USB) reported better-than-expected second-quarter sales results.
Via
Benzinga
Markets Remain Bullish After Dow Rises For Eighth Consecutive Session
↗
July 20, 2023
The CNN Money Fear and Greed index remained in the "Extreme Greed" zone on Wednesday. The Dow Jones gained recorded gains for the eighth straight session on Wednesday, its longest winning streak since...
Via
Benzinga
Tesla On Tap: "Mega-cap" Reporting Season Gets Underway After Close With EV Giant's Earnings
↗
July 19, 2023
(Wednesday market open) Major indexes ride into Tesla’s (NASDAQ: TSLA) earnings later today on a long winning streak that carried stocks to new 15-month highs yesterday. Hopes for an economic “soft...
Via
Benzinga
Why Shares of U.S. Bancorp, Northern Trust, and KeyCorp Are Rising Today
↗
July 19, 2023
Bank stocks are rising as more second-quarter earnings reports come out.
Via
The Motley Fool
10 Financials Stocks With Whale Alerts In Today's Session
↗
July 19, 2023
Via
Benzinga
Microsoft-Activision Adjust Deal Deadline Terms, Goldman Sachs' Q2 Profits Fall 60%, Johnson & Johnson Joins Legal Battle Against US Government On Drug Pricing Negotiation: Today's Top Stories
↗
July 19, 2023
Benzinga What's Going On With Microsoft-Activision Deal? Companies Adjust Deadline Terms
Via
Benzinga
U.S. Bancorp Exceeds Expectations with 29% Jump In Adjusted Net Interest Income, Well-Positioned For Revenue Growth Strategies
↗
July 19, 2023
U.S. Bancorp (NYSE: USB) clocked a second-quarter total adjusted net revenue growth of 19.7% year-over-year to $7.197 billion. Net interest income plus Noninterest income totaled $7.141 billion.
Via
Benzinga
U.S. Bancorp Reports Second Quarter 2023 Results
July 19, 2023
From
U.S. Bancorp
Via
Business Wire
Nasdaq Futures Rise As Focus Turns To Tesla, Netflix Q2 Prints: Analyst Says Earnings Need Some 'Heavy Lifting' For Sustained Rally
↗
July 19, 2023
Via
Benzinga
Earnings Scheduled For July 19, 2023
↗
July 19, 2023
Companies Reporting Before The Bell • Ally Financial (NYSE:ALLY) is estimated to report quarterly earnings at $0.92 per share on revenue of $2.09 billion.
Via
Benzinga
Financials Pop As S&P Tests Highs And Earnings Ramp
↗
July 17, 2023
Today, it was financials and tech leading as the S&P 500 nears Friday's high of 4527. This is a level that moved over 2x the expected move for last week.
Via
Talk Markets
Tesla, Netflix, Goldman Earnings Hit The Deck As Q2 Reporting Season Starts In Earnest: Key Companies To Watch In Week Ahead
↗
July 16, 2023
Via
Benzinga
7 Spectacular High-Yield Dividend Stocks to Buy in July
↗
July 16, 2023
These dividend yields could be hotter for investors than the temperatures this month.
Via
The Motley Fool
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