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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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
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
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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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Fifth Third Bancorp
(NQ:
FITB
)
52.71
+0.75 (+1.44%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Jun 9, 2026
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All News about Fifth Third Bancorp
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Huntington Bancshares Bridges the Regional Gap with $7.4 Billion Acquisition of Cadence Bank
January 16, 2026
Huntington Bancshares (Nasdaq: HBAN) is on the verge of completing its transformative $7.4 billion acquisition of Cadence Bank (NYSE: CADE), a move that signals a decisive shift in the U.S. regional...
Via
MarketMinute
Topics
Economy
The Rise of the Mega-Regional: Fifth Third’s $11 Billion Comerica Takeover Gets Final Green Light
January 16, 2026
In a move that signals a seismic shift in the American financial landscape, the Federal Reserve has officially granted final approval for Fifth Third Bancorp (Nasdaq: FITB) to acquire Comerica...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Retirement
The Great Regional Realignment: Massive Mergers Reshape the American Banking Landscape
January 16, 2026
The dawn of 2026 has ushered in a transformative era for the United States financial sector, marked by a historic wave of consolidation that is effectively dismantling the "middle class" of American...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Fifth Third Receives $85M New Markets Tax Credits Award from U.S. Treasury
January 16, 2026
From
Fifth Third
Via
Business Wire
The Dealmaking Renaissance: Goldman Sachs and Morgan Stanley Signal a 2026 M&A Surge as Fees Skyrocket
January 15, 2026
The "long winter" of corporate dealmaking has officially thawed, giving way to a robust spring of activity that promises to redefine the financial landscape in 2026. As of January 15, 2026, the Fourth...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Initial Public Offering
Fifth Third and Comerica Announce Receipt of All Material Approvals to Combine
January 13, 2026
From
Fifth Third Bancorp
Via
Business Wire
The Regional Banking Renaissance: Citizens Financial Group Sets Ambitious 30% Growth Target for 2026
January 13, 2026
PROVIDENCE, RI — As the financial sector enters the first month of 2026, a dramatic shift is underway in the American banking landscape. Citizens Financial Group (NYSE: CFG) has officially signaled the...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Fifth Third Bank Announces Redemption of Subordinated Bank Notes due March 15, 2026
January 13, 2026
From
Fifth Third Bancorp
Via
Business Wire
1 Stock Under $50 Worth Your Attention and 2 That Underwhelm
January 07, 2026
Stocks trading between $10 and $50 can be particularly interesting as they frequently represent businesses that have survived their early challenges. However, investors should remain vigilant as some...
Via
StockStory
First Financial Bancorp Completes Strategic Acquisition of BankFinancial, Solidifying Midwest Presence
January 06, 2026
In a move that significantly reshapes the competitive landscape of Midwestern banking, First Financial Bancorp (NASDAQ: FFBC) officially announced the completion of its acquisition of BankFinancial...
Via
MarketMinute
Topics
Economy
Comerica Shareholders Back $10.9 Billion Merger Deal With Fifth Third Bancorp: Report
↗
January 06, 2026
97% of Comerica shareholders voted for the merger deal with Fifth Third Bancorp in a preliminary tally, according to Reuters.
Via
Stocktwits
Fifth Third and Comerica Shareholders Greenlight $10.9 Billion Merger, Signaling New Era of Regional Banking Scale
January 06, 2026
In a landmark decision that reshapes the landscape of American finance, shareholders of Fifth Third Bancorp (NASDAQ: FITB) and Comerica Incorporated (NYSE: CMA) overwhelmingly voted today, January 6,...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Lawsuit
Fifth Third Shareholders and Comerica Stockholders Vote to Approve Combination
January 06, 2026
From
Fifth Third Bancorp
Via
Business Wire
The Great Unlocking: Why 2026 is Becoming the Year of the Megadeal
January 06, 2026
As the first week of January 2026 unfolds, the American financial landscape is witnessing a seismic shift in corporate strategy. After two years of tentative "wait-and-see" posturing, the floodgates of...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Fifth Third Private Bank Named Best Private Bank for Seventh Year by Global Finance
January 06, 2026
From
Fifth Third
Via
Business Wire
1 Bank Stock to Keep an Eye On and 2 We Brush Off
January 01, 2026
Banks play a critical role in the financial system, providing everything from commercial loans to wealth management and payment processing services. But concerns about loan losses and tightening...
Via
StockStory
Topics
Stocks
Activist Pressure Mounts in the Sunshine State: HoldCo Asset Management Stakes $35.8 Million in BankUnited
January 01, 2026
As the calendar turns to 2026, the Florida regional banking sector is bracing for a wave of consolidation, punctuated by a high-stakes move from one of the industry's most aggressive activist...
Via
MarketMinute
Topics
Earnings
Economy
3 Regional Bank Stocks That Are Approaching Their Historical Highs
↗
January 01, 2026
The regional banks surging to all-time highs are large, but have lesser-known names.
Via
The Motley Fool
Topics
Cannabis
Yields Rebound as Labor Market Defies Gravity: The 2026 Outlook for Bond Investors
December 31, 2025
As 2025 draws to a close, the U.S. Treasury market is experiencing a significant repricing that has caught many fixed-income investors off guard. A series of robust labor market data points,...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
ETFs
These S&P500 stocks are gapping in today's session
↗
December 31, 2025
Via
Chartmill
2 Volatile Stocks with Promising Prospects and 1 Facing Challenges
December 29, 2025
Market swings can be tough to stomach, and volatile stocks often experience exaggerated moves in both directions. While many thrive during risk-on environments, many also struggle to maintain investor...
Via
StockStory
A Look Into Fifth Third Bancorp Inc's Price Over Earnings
↗
December 25, 2025
Via
Benzinga
The 7,500 Threshold: Morgan Stanley Forecasts Growth for 2026 but Urges Investors to 'Temper Their Exuberance'
December 22, 2025
As the calendar turns toward 2026, Morgan Stanley (NYSE:MS) has released a highly anticipated market outlook that navigates a narrow path between structural optimism and valuation-driven caution. The...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Earnings
Fifth Third Bancorp's Quarterly Earnings Preview: What You Need to Know
December 22, 2025
Fifth Third Bancorp is poised to announce its fourth-quarter results soon, and analysts predict a double-digit growth in the company’s bottom-line figure.
Via
Barchart.com
Fifth Third Awards Nearly $145,000 in Grants and Tips in Annual 'Swap, Snap, Share' Small Business Appreciation Campaign
December 17, 2025
From
Fifth Third
Via
Business Wire
Regional Banks Stocks Q3 In Review: Fifth Third Bancorp (NASDAQ:FITB) Vs Peers
December 16, 2025
Let’s dig into the relative performance of Fifth Third Bancorp (NASDAQ:FITB) and its peers as we unravel the now-completed Q3 regional banks earnings season.
Via
StockStory
How Do Investors Really Feel About Fifth Third Bancorp?
↗
December 16, 2025
Via
Benzinga
The Boulder Group Arranges Sale of Ground Leased Fifth Third Bank in North Carolina
December 12, 2025
Via
AB Newswire
Fifth Third Announces Changes to its Board of Directors
December 12, 2025
From
Fifth Third
Via
Business Wire
Is Regions Financial Stock Outperforming the Dow?
December 12, 2025
Regions Financial is showing steady gains, with analysts maintaining a bullish outlook as RF stock outperforms the Dow.
Via
Barchart.com
Topics
Stocks
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