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home
about us
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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
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contact us
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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
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Back Dated Performance Reports
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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
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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
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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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Itau Unibanco Banco Holding SA American Depositary Shares (Each repstg 500
(NY:
ITUB
)
9.160
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EDT, Apr 10, 2026
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All News about Itau Unibanco Banco Holding SA American Depositary Shares (Each repstg 500
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January 28, 2022
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Nubank Becomes LatAm’s Biggest, And Riskiest, Bank
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Nu Holdings, as it’s officially known, has increased its customer base more than 10-fold to 48 million in under four years. Even banks with decades of experience can make mistakes.
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Itaú Unibanco Holding (ITUB) Q3 2021 Earnings Call Transcript
↗
November 05, 2021
ITUB earnings call for the period ending September 30, 2021.
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November 04, 2021
The Meaning Behind Value Stocks A value stock is traditionally defined in terms of how investors in the marketplace are valuing that company's future growth prospects. Low P/E...
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This Foreboding Sign Looms Over Itau Unibanco Holding's Chart
↗
October 12, 2021
If history is any guide, there may be trouble ahead for shares of Itau Unibanco Holding(NYSE:ITUB). A so-called "death cross" has formed on its chart and, not surprisingly, this...
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Key Dividend Increases from Last Week Including Trinity Industries
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Warren Buffett-Backed Brazilian Crypto Bank Plans $2B NASDAQ IPO
↗
August 13, 2021
Brasilian cryptocurrency-supporting bank backed by billionaire Warren Buffett’s Berkshire Hathaway Inc. (NYSE:
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Itaú Unibanco Holding (ITUB) Q2 2021 Earnings Call Transcript
↗
August 04, 2021
ITUB earnings call for the period ending June 30, 2021.
Via
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Topics
Earnings
Understanding Itau Unibanco Holding's Unusual Options Activity
↗
August 02, 2021
On Monday, shares of Itau Unibanco Holding (NYSE:ITUB) saw unusual options activity. After the option alert, the stock price moved up to $5.99. Sentiment: BEARISH Option Type:...
Via
Benzinga
Understanding Itau Unibanco Holding's Unusual Options Activity
↗
July 26, 2021
On Monday, shares of Itau Unibanco Holding (NYSE:ITUB) saw unusual options activity. After the option alert, the stock price moved up to $5.67. Sentiment: BULLISH Option Type:...
Via
Benzinga
Understanding Itau Unibanco Holding's Unusual Options Activity
↗
July 14, 2021
Itau Unibanco Holding (NYSE:ITUB) shares experienced unusual options activity on Wednesday. The stock price moved up to $5.88 following the option alert. Sentiment: BEARISH...
Via
Benzinga
Understanding Itau Unibanco Holding's Unusual Options Activity
↗
July 01, 2021
On Thursday, shares of Itau Unibanco Holding (NYSE:ITUB) saw unusual options activity. After the option alert, the stock price moved down to $5.86. Sentiment: NEUTRAL Option...
Via
Benzinga
Most Active Equity Options For Midday - Thursday, June 17
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June 17, 2021
Top tickers for midday: AAPL, AMC, TSLA, AMD, NVDA, NIO, F, BAC, AMZN, ITUB, FB, PLTR, FCX, CLF, BB, TAL, C, SNAP, WISH, XOM.
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Earnings Scheduled For August 2, 2021
↗
August 02, 2021
Companies Reporting Before The Bell • HSBC Holdings (NYSE:HSBC) is estimated to report earnings for its second quarter. • Addex Therapeutics (NASDAQ:ADXN) is...
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Stocks That Hit 52-Week Highs On Thursday
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June 17, 2021
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Clean Energy Fuels, AMC, BlackBerry See High WallStreetBets Interest Even As Shares Drop
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June 16, 2021
Canada-based tech giant BlackBerry Limited (NYSE: BB) has joined Clean Energy Fuels Corp. (NASDAQ: CLNE) and AMC Entertainment Holdings Inc. (NYSE: AMC) among the stocks seeing...
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June 16, 2021
Meme stocks have been the talk across all retail and social media outlets but have they peaked?
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ITUB Stock: A Story of Reddit, Warren Buffett and Currency Manipulation Allegations
↗
June 16, 2021
ITUB stock is going upward today thanks to support from the institution of Reddit. Brazilian banking is looking like a big bet.
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Most Active Equity Options For Midday - Wednesday, June 16
↗
June 16, 2021
Top tickers for midday: AMC, AAPL, TSLA, ITUB, F, DKNG, C, ORCL, WKHS, RBLX, GM, AMZN, PLTR, BAC, NIO, BB, PBR, MSFT, IVR, XOM.
Via
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9 Financials Stocks With Unusual Options Alerts In Today's Session
↗
June 16, 2021
This unusual options alert can help traders track potentially big trading opportunities. Traders often look for circumstances when the market estimation of an option diverges away...
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12 Financials Stocks Moving In Monday's After-Market Session
↗
May 10, 2021
Gainers X Financial (NYSE:XYF) stock rose 3....
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Itaú Unibanco Holding (ITUB) Q1 2021 Earnings Call Transcript
↗
May 05, 2021
ITUB earnings call for the period ending March 31, 2021.
Via
The Motley Fool
Topics
Earnings
11 Financials Stocks Moving In Thursday's After-Market Session
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April 08, 2021
Gainers CURO Group Holdings (NYSE:CURO) stock increased by 2.82% to $14.54 during Thursday's after-market session. Trading volume for this security closed at 27.3K, accounting...
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Earnings Scheduled For May 3, 2021
↗
May 03, 2021
Companies Reporting Before The Bell • Scienjoy Holding (NASDAQ:SJ) is estimated to report quarterly earnings at $0.58 per share on revenue of $540.11 million. •...
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