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home
about us
Investment Approach
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Team Biographies
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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Sample Portfolio
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
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Additional Information
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Back Dated Performance Reports
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Event Schedule
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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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PNC Financial Services
(NY:
PNC
)
249.87
+1.16 (+0.47%)
Official Closing Price
Updated: 7:00 PM EDT, Jul 31, 2026
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Initiative for a Competitive Inner City Unveils Annual List of the Nation's 100 Fastest-Growing Companies in Under-Resourced Communities
December 09, 2021
SOURCE: Initiative for a Competitive Inner City (ICIC)
Via
3BL Media
Topics
Economy
PNC Bank Appoints Gina Coleman As Chief Diversity Officer
December 08, 2021
SOURCE: PNC Financial Services Group
Via
3BL Media
Expert Ratings For PNC Financial Services Gr
↗
December 06, 2021
Within the last quarter, PNC Financial Services Gr (NYSE:PNC) has observed the...
Via
Benzinga
Harris Williams Advises Stokke on its Pending Acquisition of BABYZEN
December 03, 2021
From
Harris Williams
Via
Business Wire
Annual Christmas Price Index Reflects a Mostly-Reopened Economy
December 02, 2021
Via
StatePoint Media
Topics
Economy
Women Business Owners Take Decisive Action During the Pandemic
November 04, 2021
Via
StatePoint Media
Benzinga's Top Ratings Upgrades, Downgrades For December 6, 2021
↗
December 06, 2021
Upgrades According to TD Securities, the prior rating for MAG Silver Corp (AMEX:
Via
Benzinga
2021's Top Value Stock Superstars
↗
December 02, 2021
In 2021, the hottest industries on Wall Street have been in “value” industries.
Via
Talk Markets
Harris Williams Advises American Track on Its Recapitalization With DFW Capital Partners
December 03, 2021
From
Harris Williams LLC
Via
Business Wire
American Track Recapitalizes to Continue to Pursue Growth With DFW Capital Partners
December 02, 2021
American Track, the Nation's leading provider of inspection, maintenance, repair and specialized construction services for industrial railroad infrastructure, announced the closing on a...
Via
Newswire.com
Harris Williams Advises ISS A/S on its Sale of a Portfolio of U.S.-Based, Single-Service Janitorial and Specialized Services Contracts to Argenbright Holdings
December 03, 2021
From
Harris Williams
Via
Business Wire
Harris Williams Advises American Paper & Twine on Its Sale to Imperial Dade
December 02, 2021
From
Harris Williams LLC
Via
Business Wire
Harris Williams Advises Pink Lily on its Investment from Cortec Group
December 02, 2021
From
Harris Williams
Via
Business Wire
Harris Williams Advises TPC Training on its Sale to American Safety Council
December 02, 2021
From
Harris Williams LLC
Via
Business Wire
Harris Williams Advises Eurazeo on its Pending Acquisition of Scaled Agile
November 18, 2021
From
Harris Williams LLC
Via
Business Wire
Harris Williams Advises Profile Products on its Sale to New Mountain Capital, LLC
November 16, 2021
From
Harris Williams LLC
Via
Business Wire
Harris Williams Advises Owen Equipment Company on its Sale to Wynnchurch Capital, Ltd.
November 15, 2021
From
Harris Williams LLC
Via
Business Wire
Harris Williams Advises Blacksmith Applications on its Sale to TELUS Corporation
November 10, 2021
From
Harris Williams LLC
Via
Business Wire
Harris Williams Advises IMIA Group Holdings on its Sale to The Carlyle Group and Stellex Capital Management
November 11, 2021
From
Harris Williams
Via
Business Wire
Harris Williams Advises BFG Supply on its Sale to Pamplona Capital Management
November 09, 2021
From
Harris Williams
Via
Business Wire
Morven Museum & Garden hosts 2021 Festival of Trees
November 09, 2021
PRINCETON, N.J. - Nov. 9, 2021 - PRLog -- Morven is gearing up for its 16th Festival of Trees, an annual highlight of the holiday season showcasing a juried collection of trees and mantels displayed...
Via
PRLog
Why Amanda Agati Is Bullish On Growth Stocks
↗
November 02, 2021
On CNBC’s "Trading Nation," PNC Financial’s Amanda Agati said she is "absolutely bullish" on growth stocks going into the end of the year. She also...
Via
Benzinga
Harris Williams Advises Cosmic Pet on its Sale to Platinum Equity
October 28, 2021
From
Harris Williams
Via
Business Wire
CMG Financial Welcomes Timothy M. Quinlan, Sr., Regional Sales Manager
October 27, 2021
CMG Financial, a well-capitalized privately held mortgage banking firm headquartered in San Ramon, CA, announced today the hire of Timothy M. Quinlan, Sr., Regional Sales Manager - Illinois, Indiana,...
Via
Newswire.com
After Absorbing BBVA USA, PNC Is Well Positioned to Profit
↗
October 27, 2021
The bank can now begin to work on cost savings and is also seeing some good signs of renewed loan growth.
Via
The Motley Fool
Analyst Ratings For PNC Financial Services Gr
↗
October 25, 2021
PNC Financial Services Gr (NYSE:PNC) has observed the following analyst ratin...
Via
Benzinga
Will Tech Stocks Derail the 3Q21 Earnings Rally?
↗
October 24, 2021
S&P 500 equities continued to post robust 3rd quarter earnings reports, staying on track to grow EPS by 32.7% year-over-year. Over 84% of those reporting topped analysts’ forecasts. The damage from a...
Via
Talk Markets
Topics
Stocks
PNC Foundation Announces $16.8 Million Grant To Support And Develop Black-Owned Businesses Through New Howard University Center for Entrepreneurship
October 20, 2021
SOURCE: PNC Financial Services Group
Via
3BL Media
Topics
Economy
Harris Williams Advises BluSky Restoration Contractors, LLC on its Sale to Partners Group and Kohlberg & Company, LLC
October 20, 2021
From
Harris Williams
Via
Business Wire
Harris Williams Advises Agape Care Group on its Sale to Ridgemont Equity Partners
October 19, 2021
From
Harris Williams LLC
Via
Business Wire
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