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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
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U.S. Bancorp
(NY:
USB
)
52.83
+0.82 (+1.58%)
Streaming Delayed Price
Updated: 2:09 PM EDT, Apr 1, 2026
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If You Invested $1,000 in U.S. Bancorp 3 Years Ago, This Is How Much You Would Have Today
↗
July 14, 2023
U.S. Bancorp got hit hard by this year's banking crisis, leading it to lag behind other options investors have in the sector.
Via
The Motley Fool
3 Financial Sector ETFs to Profit From the Bank Merger Wave
↗
July 13, 2023
With consolidation in the banking industry likely to heat up, investing in bank mergers could pay off handsomely.
Via
InvestorPlace
10 Financials Stocks Whale Activity In Today's Session
↗
July 13, 2023
Via
Benzinga
U.S. Bank Launches Access Home Loan Mortgage to Remove Barriers to Homeownership
July 12, 2023
From
U.S. Bank
Via
Business Wire
Why U.S. Bancorp Stock Fell 24.2% in the First Half of 2023
↗
July 11, 2023
Its weak performance was not an outlier among bank stocks.
Via
The Motley Fool
Why US Bancorp Stock Climbed 10.5% in June
↗
July 05, 2023
The bank soared on a couple of catalysts.
Via
The Motley Fool
3 Stocks to Sell in July
↗
July 03, 2023
As we enter the year's second half, investors should be mindful of these stocks for reasons both good and bad.
Via
InvestorPlace
US Banking Heavyweights Set To Release Q2 Results: What To Watch For
↗
July 11, 2023
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For July 11, 2023
↗
July 11, 2023
Via
Benzinga
Looking At U.S. Bancorp's Recent Unusual Options Activity
↗
June 23, 2023
Via
Benzinga
Analyst Expectations for U.S. Bancorp's Future
↗
June 12, 2023
Via
Benzinga
US Bancorp Analyst Says It's 'Highest Quality Franchise' In The Sector
↗
July 11, 2023
Shares of US Bancorp (NYSE: USB) continued to climb Tuesday morning, even as investors grew concerned after the Federal Reserve’s latest stress test report for th
Via
Benzinga
Here's How U.S. Bancorp Can Afford to Pay You a 5.7% Dividend
↗
July 11, 2023
The super-regional bank's annual dividend yield has rocketed higher as it and other bank stocks have sold off this year.
Via
The Motley Fool
U.S. Bancorp names Evamarie Schoenborn CEO of U.S. Bancorp Investments, UnionBanc Investment Services, PFM Fund Distributors
July 11, 2023
From
U.S. Bancorp
Via
Business Wire
Never Liked U.S. Bancorp? Time for a Fresh Look
↗
July 11, 2023
This long-term laggard is poised to benefit from the economic scenario on the horizon.
Via
The Motley Fool
Which Super-Regional Bank Performed the Best in the Fed's Stress Test?
↗
July 01, 2023
Stress testing puts banks through a hypothetical adverse economic scenario to see how their balance sheets would hold up.
Via
The Motley Fool
U.S. Bancorp Releases 2023 Dodd-Frank Act Stress Test Results
June 30, 2023
From
U.S. Bancorp
Via
Business Wire
Making the leap from having an idea to launching a small business is more attainable than ever
June 30, 2023
(BPT) - For many aspiring small business owners, it's not the lack of ideas that stops them from starting a new business. It's often the operations and finances: Do you really have the business...
Via
Brandpoint
U.S. Bank Extends its Support of Women Leaders; Announces Sponsorship of Minnesota Lynx Forward Napheesa Collier and Peloton Trainer, Good Morning America Contributor, ESPN College GameDay Reporter and New York Liberty Host Jess Sims
June 29, 2023
From
U.S. Bank
Via
Business Wire
U.S. Bank Names Jimmy Whang Head of Commercial Products
June 28, 2023
From
U.S. Bank
Via
Business Wire
U.S. Bancorp Announces Second Quarter Earnings Conference Call Details
June 28, 2023
From
U.S. Bancorp
Via
Business Wire
U.S. Bank Unveils TravelBank-powered Commercial Rewards Card
June 27, 2023
From
U.S. Bank
Via
Business Wire
3 Stocks That Have Big Investors Running for the Exit
↗
June 27, 2023
These stocks to sell are losing the interest of large investors and may not get it back. Its time to get out before they lose more value.
Via
InvestorPlace
3 High-Yield Warren Buffett Stocks to Buy Now
↗
June 20, 2023
The best high-yield Warren Buffett stocks have an average yield of 3.3% and look undervalued at current levels.
Via
InvestorPlace
U.S. Bancorp Reiterated Second-Quarter Guidance. Is the Stock a Buy?
↗
June 18, 2023
Management at a recent conference maintained their margin guidance for the second quarter.
Via
The Motley Fool
These Are the Only 3 Stocks I've Been Buying Since 2023 Began
↗
June 16, 2023
These industry leaders are the only stocks that have screamed "Value!" this year.
Via
The Motley Fool
This Is the Best Super-Regional Bank Stock for Passive Income Right Now
↗
June 15, 2023
Super-regional bank stocks have been sold by investors this year, pushing their dividend yields higher.
Via
The Motley Fool
10 Financials Stocks Whale Activity In Today's Session
↗
June 14, 2023
Via
Benzinga
U.S. Bancorp announces quarterly dividends
June 13, 2023
From
U.S. Bancorp
Via
Business Wire
2 High-Yield Dividend Stocks Billionaires Can't Stop Buying, and 1 They're Avoiding Like the Plague
↗
June 13, 2023
Big moves were made in high-octane income stocks by prominent billionaire money managers during the first quarter.
Via
The Motley Fool
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