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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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Quarterly Performance Reports
Market Value Securities (MVS)
MVS 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
Sample Portfolio
Back Dated Performance Reports
Quarterly 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
Bond Fund Seminar
RSVP-Signup Form
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Citigroup
(NY:
C
)
125.55
-3.54 (-2.74%)
Official Closing Price
Updated: 7:00 PM EDT, May 8, 2026
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Quantum Computing Stocks: Citi Initiates Infleqtion At Buy On Nvidia Pact
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April 14, 2026
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JPMorgan CEO Jamie Dimon Weighs Risks Ahead Of Earnings
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JPMorgan Chase, Wells Fargo, Citigroup report earnings on Tuesday. JPMorgan CEO Jamie Dimon sees economic risks, resilience.
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The Fortress and the Future: A Comprehensive Research Feature on JPMorgan Chase & Co. (JPM)
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The Resilience Rift: Big Banks Navigate Geopolitical Shocks and Regulatory Relief in Q1 2026 Earnings
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Goldman Sachs Beats Earnings Views, Fueled By Investment Banking, Mergers
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Option Volatility and Earnings Report for April 13-17
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The Citi Turnaround: Wall Street Anticipates 34% Earnings Surge as Investment Banking Resurgence Takes Center Stage
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Bank of America at a Technical Crossroads: Can a 200-Day Breakout Ignite a New Accumulation Phase?
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A Journalistic Style Headline: Banking Giants Citigroup and Wells Fargo Set for Q1 Earnings Explosion Amid Private Credit Pivot
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The 'Skunk at the Party': JPMorgan Chase Earnings to Test Market Resilience Amid Energy-Driven Inflation Shock
April 10, 2026
As the sun rises on the first-quarter earnings season of 2026, all eyes are fixed on 270 Park Avenue. JPMorgan Chase & Co. (NYSE: JPM) is set to release its Q1 results on April 14, 2026, an event that...
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How To Earn $500 A Month From Citigroup Stock Ahead Of Q1 Earnings
↗
April 10, 2026
Citigroup Inc. (C) will release Q1 earnings on April 14. Analysts expect $2.61 per share. Dividend yield is 1.92%. To earn $500/month, invest $312,300.
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The Great Deposit Migration: GENIUS Act Implementation Triggers $6 Trillion Tug-of-War
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Cameco Is One of 2026's Biggest Winners. Here's the 3-Year Outlook.
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April 09, 2026
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Citigroup Gears Up For Q1 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts
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April 09, 2026
Citigroup (C) will release Q1 earnings on April 14. Analysts predict $2.61 EPS and $23.44B revenue. C also declared a dividend and stock rose 5.4%.
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The War Won't Last Forever: 3 Stocks That Could Lead the Recovery
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April 08, 2026
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Why Micron Technology Stock Is Climbing Higher Today
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April 08, 2026
A firm's new price target has investors racing to click the buy button.
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Why Are Citigroup (C) Shares Soaring Today
April 08, 2026
What Happened? Shares of global financial services giant Citigroup (NYSE:C) jumped 5.1% in the afternoon session after President Trump announced a two-week s...
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BofA Pivots to 'Fee Machine' Strategy as High-Stakes Q1 Earnings Loom
April 07, 2026
As the financial world pivots toward a new era of stabilized interest rates and heightened market volatility, Bank of America (NYSE:BAC) is preparing to unveil its first-quarter earnings on April 15,...
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Earnings Preview: Big Banks Shift to 'Fee Machine' as M&A Rebounds
April 07, 2026
As the sun rises on the first major reporting cycle of 2026, the global financial community is bracing for a tectonic shift in banking profitability. On April 14, three of the world’s most influential...
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Bank of America Q1 Earnings Preview: Focus on NII and Fee Growth
April 07, 2026
As the April 15, 2026, earnings season kicks into high gear, the eyes of the financial world are firmly fixed on Bank of America (NYSE:BAC). Entering the first quarter of 2026, the nation’s...
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What I'm Watching With Goldman Sachs to See if It Beats the Market
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April 07, 2026
There is one stat to focus in on when Goldman Sachs reports earnings on April 13.
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The Motley Fool
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