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home
about us
Investment Approach
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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
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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
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
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U.S. Bancorp
(NY:
USB
)
52.01
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Updated: 7:00 PM EDT, Mar 31, 2026
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All News about U.S. Bancorp
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The Golden Age of the Integrated Firm: A Deep Dive into Morgan Stanley (NYSE: MS) heading into 2026 Earnings
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JPMorgan Chase Kicks Off Earnings Season with Profit Beat, but Expense Shock Sends Shares Lower
January 13, 2026
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US Bancorp Strikes $1 Billion Deal To Acquire BTIG In Investment Banking, Trading Push
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January 13, 2026
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Wall Street’s Heavyweights Stumble: Major Bank Sell-Off Halts Dow’s Record Run
January 07, 2026
The optimism that propelled the stock market into the new year hit a significant roadblock on Wednesday, January 7, 2026, as the financial sector experienced its sharpest decline in months. Major US...
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Ethereum Outperforms Bitcoin, While Analysts Point To Macro Easing Signals
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Should You Buy SoFi Technologies (SOFI) Stock Before Jan. 30?
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January 06, 2026
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The Caracas Coup: Markets Surge as 'Weekend Capture' Reshapes Global Energy and Geopolitics
January 06, 2026
The first full trading week of 2026 has opened with a seismic shift in both the geopolitical landscape and the financial markets. Following the dramatic "weekend capture" of Venezuelan President...
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U.S. Bancorp Announces Fourth Quarter Earnings Conference Call Details
January 06, 2026
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January 06, 2026
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Not JPMorgan Or Goldman – Morgan Stanley Becomes First US Bank To File For Bitcoin, Solana ETFs
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January 06, 2026
SEC filings show Morgan Stanley is seeking to issue its own Bitcoin and Solana ETFs rather than distribute third-party products.
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The Best Dividend Stocks to Buy With $2,000 Right Now
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January 06, 2026
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The Boulder Group Arranges Sale of Net Leased 7-Eleven in Denver MSA
January 05, 2026
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U.S. Bancorp (USB) Stock Trades Up, Here Is Why
January 05, 2026
Shares of financial services giant U.S. Bancorp (NYSE:USB) jumped 3.2% in the morning session after an analyst at Barclays raised the price target on the company's stock to $65 from $56.
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January 05, 2026
Another year, another long list of great dividend stocks.
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Dear Marvell Stock Fans, Mark Your Calendars for January 7
December 30, 2025
Worries about Marvell’s future revenue from Amazon and Microsoft could be overdone.
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JPMorgan Chase Is Getting New Strategic Leadership, Courtesy of Berkshire Hathaway
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December 30, 2025
The financial services powerhouse has appointed Todd Combs to lead a key initiative.
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The Great Normalization: How US Banking Giants Defied the Odds in 2025
December 25, 2025
As the sun sets on 2025, the U.S. banking sector stands as a testament to unexpected resilience. After two years of aggressive monetary tightening followed by a strategic pivot by the Federal Reserve,...
Via
MarketMinute
Topics
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Initial Public Offering
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