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home
about us
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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
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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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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
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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
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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
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Valley National Bancorp - Common Stock
(NQ:
VLY
)
11.77
-0.06 (-0.55%)
Streaming Delayed Price
Updated: 11:36 AM EST, Jan 20, 2026
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Regional Banks Suffer Worst 2-Day Slump Since March 2023 Crisis As Investors Scrutinize Commercial Real Estate Risks
↗
February 01, 2024
Regional bank stocks are volatile due to NYCB's disappointing results and concerns about the sector's challenges, particularly in commercial real estate.
Via
Benzinga
New York Community Bancorp Dives. That's Moving Treasury Yields, Fed Odds.
↗
January 31, 2024
NYCB reported a surprise loss and slashed its dividend as it bulks up reserves.
Via
Investor's Business Daily
Topics
Economy
The Analyst Landscape: 4 Takes On Valley Ntl
↗
January 26, 2024
Via
Benzinga
Bank Stocks Are Back in Business: 3 Picks to Ride the Wave of Coming Rate Cuts
↗
January 25, 2024
With lower interest rates expected in 2024, bank stocks look to recover their groove in the next few months.
Via
InvestorPlace
Valley Ntl's Earnings Outlook
↗
January 24, 2024
Via
Benzinga
Valley Ntl: Dividend Insights
↗
December 08, 2023
Via
Benzinga
Analyst Ratings for Valley Ntl
↗
December 01, 2023
Via
Benzinga
Valley Ntl's Earnings Outlook
↗
October 25, 2023
Via
Benzinga
Valley National Bancorp Reports Fourth Quarter 2023 Results
January 25, 2024
From
Valley National Bank
Via
GlobeNewswire
The 3 Most Undervalued Cannabis Stocks to Buy in January
↗
January 16, 2024
Cannabis stocks are ready to rebound on the heels of rescheduling rumors, so pick stocks that have solid differentiation from competitors.
Via
InvestorPlace
Topics
Cannabis
3 high-yielding, small banks to buy on the dip
January 16, 2024
These regional banks are in a solid position to pay their dividends in 2024; a strong tailwind is expected to develop by the end of the year and drive growth.
Via
MarketBeat
Valley National Bancorp to Announce Fourth Quarter 2023 Earnings
January 15, 2024
From
Valley National Bank
Via
GlobeNewswire
Analyst Ratings for Valley Ntl
↗
September 27, 2023
Via
Benzinga
Earnings Scheduled For January 25, 2024
↗
January 25, 2024
Companies Reporting Before The Bell • Nokia (NYSE:NOK) is projected to report quarterly earnings at $0.15 per share on revenue of $7.05 billion.
Via
Benzinga
Rescheduling & Legalization: 7 Cannabis Stocks Set to Surge in 2024
↗
December 13, 2023
Wager on these top cannabis stocks for 2024, fueled by policy shifts and public opinion offering strong upside
Via
InvestorPlace
Topics
Cannabis
Valley National Bancorp Declares Its Regular Quarterly Preferred and Common Stock Dividends
December 06, 2023
From
Valley National Bank
Via
GlobeNewswire
Valley National Bank Launches Community Home Equity Line of Credit Program
November 16, 2023
From
Valley National Bank
Via
Business Wire
Valley Bank Closes $130 Million Asset-Based Revolving Credit for Access Capital
November 15, 2023
From
Valley National Bank
Via
Business Wire
Valley National Bank Strengthens Syndications Capabilities with the Hire of Robert Danziger as Head of Syndications
November 07, 2023
From
Valley National Bank
Via
Business Wire
7 Dirt-Cheap Bank Stocks with Massive Dividends
↗
November 06, 2023
Bank stocks are on a wild ride, dropping big the past year. But some smaller, regional bank stocks are undervalued and offer massive yields.
Via
InvestorPlace
The DIY Cannabis Portfolio: 7 Stocks From Seed to Stem
↗
October 31, 2023
Cannabis stocks are well beyond past peaks, but ongoing efforts create opportunity for diversified portfolios spanning the sector.
Via
InvestorPlace
Topics
Cannabis
7 Cannabis Stocks to Buy Before They Burn Higher
↗
October 29, 2023
These seven best cannabis stocks to buy could see higher highs, with the potential for legalization in the months ahead.
Via
InvestorPlace
Topics
Cannabis
Earnings Scheduled For October 26, 2023
↗
October 26, 2023
Companies Reporting Before The Bell • TotalEnergies (NYSE:TTE) is likely to report quarterly earnings at $2.57 per share on revenue of $49.83 billion.
Via
Benzinga
Valley National Bancorp Announces Third Quarter 2023 Results
October 26, 2023
From
Valley National Bank
Via
GlobeNewswire
Morgan Stanley Thinks Banks With Low Loan-To-Deposit Ratios & Less Reliance On Customer Deposits Have Chance Of Winning: Here's Why
↗
September 27, 2023
Morgan Stanley analyst Manan Gosalia revised the rating for the midcap banks Valley National Bancorp (NASDAQ: VLY), Zions Bancorporation N.A. (NASDAQ: ZION), Commerc
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For September 27, 2023
↗
September 27, 2023
Via
Benzinga
"Shark Tank" Star Kevin O'Leary Thinks Stocks Like These Could Be in Dire Trouble
↗
September 27, 2023
Mr. Wonderful has a not-so-wonderful prediction for some banks.
Via
The Motley Fool
Marijuana Stocks 2023: 3 Cannabis Names You’ll Regret Not Buying Now
↗
September 21, 2023
Cannabis stocks are back on the menu, but don't play them like we did in 2018 - instead, look closely for long-term potential.
Via
InvestorPlace
Topics
Cannabis
Valley National Bancorp to Announce Third Quarter 2023 Earnings
September 19, 2023
From
Valley National Bank
Via
GlobeNewswire
The 7 Most Undervalued Bank Stocks to Buy in September 2023
↗
September 12, 2023
Trading at low earnings multiples, and at big discounts to book value, these are the most undervalued bank stocks.
Via
InvestorPlace
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