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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
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
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TAF sm Program
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Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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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
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Back Dated Performance Reports
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Event Schedule
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Event Schedule
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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
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Wells Fargo
(NY:
WFC
)
87.25
+0.16 (+0.18%)
Official Closing Price
Updated: 7:00 PM EDT, Aug 7, 2026
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Citigroup vs. Wells Fargo: Which Financial Stock Is a Better Buy in 2026?
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June 25, 2026
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Global Retail Banking Market Size, Share and Forecast, 2035
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Qualcomm (QCOM) Stock Is Up, What You Need To Know
June 18, 2026
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Wells Fargo Investment Institute: When Every Headline Shouts, Discipline Matters Most
June 17, 2026
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Paychex To Rally More Than 39%? Here Are 10 Top Analyst Forecasts For Monday
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June 15, 2026
Top Wall Street analysts changed their outlook on top names. See all rating changes on our analyst ratings page. Barclays, Wells Fargo, Piper Sandler, Leerink Partners, Truist Securities, and Citigroup...
Via
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Wells Fargo Named as ICON Preferred Mortgage Lender to Support 3D‑Printed Homes
June 15, 2026
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Why Qualcomm (QCOM) Stock Is Trading Up Today
June 12, 2026
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Wells Fargo Pledges $1 Million Donation Toward Skilled Trades in Pennsylvania
June 12, 2026
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American Banks Move to Create Tokenized Deposit Network
June 12, 2026
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AeroVironment Touts Counter-Drone Edge, 500% Production Ramp at Wells Fargo Conference
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June 11, 2026
AeroVironment (NASDAQ:AVAV) executives outlined the company’s expanded defense technology portfolio, production plans and market opportunities during a Wells Fargo investor discussion hosted by...
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MarketBeat
JPMorgan, BofA, Wells Fargo Subpoenaed By DOJ In Trump's Explosive 'Debanking' Crackdown: Report
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June 11, 2026
JPMorgan, Bank of America and Wells Fargo face a DOJ probe into claims of political debanking and account closures.
Via
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Why United Natural Foods (UNFI) Stock Is Trading Up Today
June 10, 2026
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Financial Industry Leaders Gather in Chicago to Tackle Women's Leadership, Wealth, and Workforce Challenges
June 10, 2026
June 10, 2026 -- The Women in Investment Network (WIIN) Conference will bring together advisors, executives, and future industry leaders for two days of education, networking, and solutions-focused...
Via
24-7 Press Release
Century Aluminum Bets on Tight Markets, Tariffs and Oklahoma Smelter to Drive Growth
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June 10, 2026
Century Aluminum (NASDAQ:CENX) used a fireside chat at the Wells Fargo Industrials and Materials Conference to frame its investment case around tight aluminum markets, U.S. and European production...
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MarketBeat
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Anthropic Launches Mythos — And This Wells Fargo Strategist Says The Token Price Could Threaten The AI Bubble
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June 09, 2026
Anthropic's Fable 5 launches at twice the price of Opus, colliding with Wells Fargo's warning that surging token costs are threatening enterprise AI budgets
Via
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Stock Market Today, June 9: Chipmakers Drag Nasdaq Down at Midday
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June 09, 2026
Wall Street reassessed tech leadership as Apple’s AI reveal underwhelmed and yesterday's AI recovery unwound, today, June 9, 2026.
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Stocks
Will the Stock Market Crash if the Federal Reserve Raises Interest Rates? Soaring Bond Yields Portend Trouble.
↗
June 09, 2026
Strong jobs growth and accelerating inflation have raised the odds of Fed rate hikes, causing Treasury bond yields to spike.
Via
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America’s First-Time Home Buyers Feel Ready. The Facts Say Otherwise
June 09, 2026
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June 08, 2026
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Robinhood vs. Coinbase: Which Fintech Company Is the Better Buy?
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June 08, 2026
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Stock Market Today, June 4: Bank of America Rises as Cross-Border Payments Plan Expands Transaction Banking
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June 04, 2026
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Why Broadcom (AVGO) Shares Are Trading Lower Today
June 04, 2026
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Intel (INTC) Stock Is Up, What You Need To Know
June 03, 2026
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Are You Ready to Buy a Home? Wells Fargo Finds Most Prospective First-Time Buyers Aren’t and Don’t Know It
June 03, 2026
From
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Via
Business Wire
Bank Stress Tests Are Coming in Late June. These Big Banks Could Reward Shareholders Next.
↗
June 03, 2026
There is a new twist this year with the Fed's stress tests.
Via
The Motley Fool
Topics
Economy
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