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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
MARKET RESEARCH
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U.S. Bancorp
(NY:
USB
)
52.74
+0.73 (+1.41%)
Streaming Delayed Price
Updated: 3:51 PM EDT, Apr 1, 2026
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All News about U.S. Bancorp
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10 Financials Stocks With Whale Alerts In Today's Session
↗
May 16, 2023
Via
Benzinga
Warren Buffett Grew His Biggest Stock Holdings In Q1, Tuned Bank Exposure
↗
May 16, 2023
Berkshire Hathaway took a new position in Capital One.
Via
Investor's Business Daily
Why Capital One Stock Is Climbing Higher Today
↗
May 16, 2023
Capital One Financial Corp (NYSE: COF) shares are trading higher Tuesday after Berkshire Hathaway took a new stake in the financial services company.
Via
Benzinga
Capital One Stock Is Rising After Warren Buffett's Berkshire Hathaway Shuffled Bank Holdings: The Details
↗
May 15, 2023
Capital One Financial Corp (NYSE: COF) shares are trading higher in Monday's after-hours session after Berkshire Hathaway Inc (NYSE: BRK-A) NYSE:BRK/B) took a stake in the fi
Via
Benzinga
Looking At U.S. Bancorp's Recent Unusual Options Activity
↗
May 15, 2023
Via
Benzinga
Looking At U.S. Bancorp's Recent Unusual Options Activity
↗
May 10, 2023
Via
Benzinga
Analyst Ratings for U.S. Bancorp
↗
May 08, 2023
Via
Benzinga
U.S. Bancorp Unusual Options Activity
↗
May 01, 2023
Via
Benzinga
10 Financials Stocks Whale Activity In Today's Session
↗
May 15, 2023
Via
Benzinga
3 Worst-Performing Sectors: Which Stocks Are Dragging Returns During Debt Ceiling Crisis?
↗
May 12, 2023
The U.S. stock market got off to a shaky start in May.
Via
Benzinga
Warren Buffett Likely Eliminated This Bank Stock From Berkshire Hathaway's Portfolio
↗
May 12, 2023
Buffett's company Berkshire Hathaway has been significantly reducing its stake in this large bank stock over the past year.
Via
The Motley Fool
Insiders Buying Pfizer And 2 Other Stocks
↗
May 10, 2023
Although US stocks closed lower on Tuesday, there were a few notable insider trades.
Via
Benzinga
7 Dividend Stocks to Avoid as Interest Rates Rise in 2023
↗
May 08, 2023
Until it becomes clear that the Fed is gearing up to pivot on rate hikes, avoid these seven worst dividend stocks for rising rates.
Via
InvestorPlace
Busy Week Ahead As Volatility Gauges Flash Red
↗
May 08, 2023
With CPI data being released on Wednesday and the Biden administration starting talks with Congress on Tuesday, it looks like this could be a big week for volatility.
Via
Talk Markets
Regional Bank Stocks Rebound. PacWest Rockets After Dividend Cut.
↗
May 08, 2023
Regional bank stocks continue rebounding early Monday. PacWest spiked another 40%.
Via
Investor's Business Daily
Medpace Holdings Crushed Analyst Expectations
↗
May 06, 2023
We've got a look at this company, what's going on with Pepsi, and other market news.
Via
The Motley Fool
Which Super-Regional Bank Had the Best Deposit Base During the First Quarter?
↗
May 06, 2023
Banks experienced significant funding pressure in the first quarter of the year.
Via
The Motley Fool
Vote Of No Confidence Following FOMC As Banks Back In Spotlight
↗
May 04, 2023
Despite Chairman Powell attesting to the strength of the banking system, regional banks were back in the spotlight as the sell-off resumed following yesterday's close.
Via
Talk Markets
Why Shares of Western Alliance Bancorp, U.S. Bancorp, and KeyCorp Are Falling Today
↗
May 04, 2023
The intense sell-off of PacWest Bancorp has rattled the entire banking sector.
Via
The Motley Fool
Data443 Risk Mitigation claims an edge over competitors with 'All Things Data Security' model
May 04, 2023
Data443 Risk Mitigation claims an edge over competitors with 'All Things Data Security' model
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News Direct
Data443 Risk Mitigation claims an edge over competitors with 'All Things Data Security' model
May 04, 2023
Data443 Risk Mitigation chairman, founder and CEO Jason Remillard joins Proactive's Stephen Gunnion with details about the company that provides software and services to enable secure data across...
Via
TheNewswire.com
First Horizon, Western Alliance, Bank of America And Wells Fargo Shares Are Selling Off: What's Going On?
↗
May 04, 2023
First Horizon Corp (NYSE: FHN) shares are trading lower Thursday after the company and Toronto Dominion Bank (NYSE: TD) mutually agreed to terminate their
Via
Benzinga
2 High-Yielding Dividend Stocks Analysts Expect Will Rise by at Least 50%
↗
May 04, 2023
Now could be an optimal time to consider buying these dividend stocks.
Via
The Motley Fool
Stocks That Hit 52-Week Lows On Thursday
↗
May 04, 2023
On Thursday, 498 companies reached new 52-week lows.
Via
Benzinga
U.S. Bank Increases Prime Lending Rate to 8.25 Percent
May 03, 2023
From
U.S. Bancorp
Via
Business Wire
U.S. Bank Names Beth Ann Bovino as Chief Economist
May 03, 2023
From
U.S. Bank
Via
Business Wire
Bank Stock Are Spiraling Lower Today: What's Going On?
↗
May 02, 2023
Several bank stocks are facing significant selling pressure Tuesday on the heels of the First Republic Bank (NYSE: FRC) collapse.
Via
Benzinga
$1M Bet On U.S. Bancorp? Check Out These 3 Stocks Insiders Are Buying
↗
May 02, 2023
Although US stocks closed slightly lower on Monday, there were a few notable insider trades.
Via
Benzinga
3 Phenomenal Safe Stocks I'm Excited to Add to if the U.S. Falls Into a Recession
↗
May 02, 2023
These highly profitable, brand-name, time-tested stocks would make for stellar buys if recessionary headwinds pick up.
Via
The Motley Fool
JPMorgan Chase Buys First Republic After FDIC Seizure: Is the Banking Crisis Over?
↗
May 01, 2023
JPMorgan CEO Jamie Dimon: "Everyone should just take a deep breath."
Via
The Motley Fool
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