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home
about us
Investment Approach
Client Service 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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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EVENTS
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Event Schedule
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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
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First Citizens BancShares, Inc. - Class A Common Stock
(NQ:
FCNCA
)
2,186.65
+30.42 (+1.41%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Jul 31, 2026
Add to My Watchlist
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All News about First Citizens BancShares, Inc. - Class A Common Stock
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10 Financials Stocks Whale Activity In Today's Session
↗
July 18, 2024
Via
Benzinga
UnitedHealth, Edwards Lifesciences, First Citizens Bank And More: CNBC's 'Final Trades'
↗
July 11, 2024
UnitedHealth Group was declared a "solid" healthcare company on CNBC. Cantor Fitzgerald analyst Sarah James maintains a price target of $591.
Via
Benzinga
How Is The Market Feeling About First Citizens BancShares?
↗
July 10, 2024
Via
Benzinga
3 Stocks to Buy and Hold to Channel Your Inner Nancy Pelosi
↗
July 04, 2024
Companies that are active in the tech sector and maintain a presence in California fit the mold of Nancy Pelosi stocks.
Via
InvestorPlace
$1000 Invested In This Stock 10 Years Ago Would Be Worth $7,200 Today
↗
July 03, 2024
Via
Benzinga
Looking Into First Citizens BancShares's Recent Short Interest
↗
June 17, 2024
Via
Benzinga
$100 Invested In This Stock 15 Years Ago Would Be Worth $1,200 Today
↗
June 04, 2024
Via
Benzinga
How Is The Market Feeling About First Citizens BancShares?
↗
April 23, 2024
Via
Benzinga
Here's How Much You Would Have Made Owning First Citizens BancShares Stock In The Last 15 Years
↗
June 14, 2024
Via
Benzinga
Here's How Much $1000 Invested In First Citizens BancShares 15 Years Ago Would Be Worth Today
↗
May 20, 2024
Via
Benzinga
JPMorgan's 'Magnificent Seven' — Bank Version: These Stock Picks Have 'Strong Upside Potential'
↗
May 06, 2024
JPMorgan's Alexopoulos has identified 7 bank stocks with strong growth potential. These Magnificent Seven picks are poised to thrive in the current market landscape.
Via
Benzinga
Here's How Much You Would Have Made Owning First Citizens BancShares Stock In The Last 5 Years
↗
April 29, 2024
Via
Benzinga
Tracking Last Week's Top Performers: Are These 15 Large-Cap Stocks In Your Portfolio? (April 21-27, 2024)
↗
April 28, 2024
Last week's top performers included Vertiv Holdings, Tesla, Tyler Technologies, and Newmont Corporation.
Via
Benzinga
Analyst Scoreboard: 4 Ratings For First Citizens BancShares
↗
April 15, 2024
Via
Benzinga
$100 Invested In This Stock 10 Years Ago Would Be Worth $700 Today
↗
April 10, 2024
Via
Benzinga
FCNCA Stock Earnings: First Citizens BancShares Beats EPS, Misses Revenue for Q1 2024
↗
April 25, 2024
FCNCA stock results show that First Citizens BancShares beat analyst estimates for earnings per share but missed on revenue for the first quarter of 2024.
Via
InvestorPlace
If You Invested $1000 In This Stock 5 Years Ago, You Would Have $3,800 Today
↗
April 02, 2024
Via
Benzinga
How Is The Market Feeling About First Citizens BancShares?
↗
March 29, 2024
Via
Benzinga
First Citizens BancShares Is Ready To Beat Current Street Expectations, Says Bullish Analyst
↗
March 21, 2024
First Citizens BancShares Inc’s (NASDAQ: FCNCA) stock has a history of outperforming the market.
Via
Benzinga
Bank Stocks Hit All-Time Highs: Analyst Points To Further Rally On 'A 1995 Soft Landing Scenario'
↗
March 21, 2024
US financial stocks surge to record highs post-Fed meeting on expectations of economic growth and reduced borrowing costs, with Bank of America predicting a '1995 soft landing scenario' for bank...
Via
Benzinga
First Citizens BancShares Inc. (NASDAQ: FCNCA) is a Leading Gainer in Friday Morning Trading
March 15, 2024
Via
Investor Brand Network
First Citizens BancShares Inc. (NASDAQ: FCNCA) is a Leading Gainer in 1/29 Morning Trading
January 29, 2024
Via
Investor Brand Network
First Citizens BancShares Earnings Preview
↗
January 25, 2024
Via
Benzinga
Here's How Much You Would Have Made Owning First Citizens BancShares Stock In The Last 20 Years
↗
March 15, 2024
Via
Benzinga
3 Stocks Insiders are Buying at New Highs
March 06, 2024
Insiders are buying these stocks, setting new highs. Analysts see additional upside, and there are more reasons than one to be bullish.
Via
MarketBeat
Here's How Much You Would Have Made Owning First Citizens BancShares Stock In The Last 15 Years
↗
February 26, 2024
Via
Benzinga
$100 Invested In First Citizens BancShares 15 Years Ago Would Be Worth This Much Today
↗
February 08, 2024
Via
Benzinga
What's Going On With First Citizens BancShares Stock Today?
↗
January 26, 2024
First Citizens BancShares (NASDAQ: FCNCA) surges as it navigates a mixed fourth quarter. Despite missing revenue estimates at $1.91 billion, the bank showcases robust net interest income, a resilient...
Via
Benzinga
First Citizens BancShares Inc. (NASDAQ: FCNCA) is a Leading Gainer in Tuesday Morning Trading
January 23, 2024
Via
Investor Brand Network
Earnings Scheduled For January 26, 2024
↗
January 26, 2024
Companies Reporting Before The Bell • Autoliv (NYSE:ALV) is projected to report quarterly earnings at $3.23 per share on revenue of $2.75 billion.
Via
Benzinga
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