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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
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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
MARKET RESEARCH
Featured Quarterly Newsletter
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U.S. Bancorp
(NY:
USB
)
53.93
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Updated: 7:00 PM EST, Jan 2, 2026
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AMD, Critical Metals, Verizon, Comerica, Hive Digital: Stocks Making The Biggest Moves Today
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Comerica (CMA) Shares Skyrocket, What You Need To Know
October 06, 2025
Shares of financial services company Comerica (NYSE:CMA) jumped 15.8% in the morning session after Fifth Third Bancorp announced it would acquire the company in a $10.9 billion all-stock deal.
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Fifth Third, Comerica Combine To Form Ninth-Largest US Bank
↗
October 06, 2025
Comerica shares surge as Fifth Third announces $10.9B merger, creating the ninth-largest U.S. bank with $288B in assets.
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October 03, 2025
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U.S. Bancorp Announces Third Quarter Earnings Conference Call Details
October 01, 2025
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↗
September 30, 2025
Get ready for the stock to reflect that.
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Jodi Rolland Joins U.S. Bank Wealth Management as President, Affluent Wealth Management
September 30, 2025
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Why Pony AI Stock Crushed the Market Today
↗
September 29, 2025
One major U.S. bank is clearly bullish on the future of the robotaxi segment in China.
Via
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Morgan Stanley's Crypto Leap: A New Era for Digital Assets and Indirect Boost for XRP
September 28, 2025
Morgan Stanley (NYSE: MS), a titan of Wall Street, is making monumental strides into the cryptocurrency arena, signaling a profound shift in how traditional finance views and interacts with digital...
Via
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3 Reasons to Avoid USB and 1 Stock to Buy Instead
September 26, 2025
U.S. Bancorp trades at $49.44 and has moved in lockstep with the market. Its shares have returned 13% over the last six months while the S&P 500 has gained 15.7%.
Via
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Topics
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Alif becomes first fintech in the region to launch commission-free online transfers from Tajikistan to the U.S.
September 25, 2025
Via
Get News
3 Reasons to Sell USB and 1 Stock to Buy Instead
September 25, 2025
U.S. Bancorp trades at $49.14 and has moved in lockstep with the market. Its shares have returned 12.4% over the last six months while the S&P 500 has gained 14.9%.
Via
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Christopher Paulison to Join U.S. Bank as Kandace Heck Retires
September 24, 2025
From
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Via
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2 of the Best Bank Stocks Investors Can Buy Today
↗
September 23, 2025
Banks provide what amounts to a necessity in the finance sector, and these two Canadian giants have utility-like properties.
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A Crisis of Confidence is Reshaping the American Dream, U.S. Bank Survey Finds
September 22, 2025
From
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Via
Business Wire
U.S. Bank Decreases Prime Lending Rate to 7.25 Percent
September 17, 2025
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Deep Dive Into U.S. Bancorp Stock: Analyst Perspectives (9 Ratings)
↗
September 17, 2025
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September 17, 2025
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September 12, 2025
When Wall Street turns bearish on a stock, it’s worth paying attention. These calls stand out because analysts rarely issue grim ratings on companies for fear their firms will lose out in other...
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U.S. Bank Stocks Soared in August. Can the Rally Continue for These 2 Companies?
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September 11, 2025
Bank stocks significantly outperformed the broader benchmark S&P 500 in August.
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Jamie Dimon's Protege Unveils $4 Billion FirstBank Deal In Bid To Build Trillion-Dollar Banking Giant
↗
September 11, 2025
PNC is making big moves with a $4 billion FirstBank purchase as CEO Bill Demchak pushes to grow the bank into a top player despite market challenges and changing regulations.
Via
Benzinga
U.S. Bancorp announces quarterly dividends
September 09, 2025
From
U.S. Bancorp
Via
Business Wire
Bitcoin's New Epoch: Halving, ETFs, and the Rise of Institutional Dominance
September 09, 2025
The cryptocurrency world has been irrevocably reshaped between the April 2024 Bitcoin halving and September 2025, marking a pivotal era where programmed scarcity met unprecedented institutional demand....
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Yield Curve Steeps Amidst Weakening Labor Market: A Looming Recession or Strategic Pivot for the US Economy?
September 09, 2025
The United States Treasury yield curve, a bellwether for economic sentiment, has undergone a dramatic transformation around April 2025, shifting from a historically prolonged inversion to a distinct...
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Bitcoin Soars to $112K: A New Era Post-Halving Amidst Macroeconomic Shifts
September 08, 2025
Bitcoin (BTC) is currently navigating a pivotal phase in its market trajectory, with its price firmly entrenched around the $112,000 mark. This impressive valuation reflects a complex interplay of...
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1 Stock Under $50 on Our Buy List and 2 We Find Risky
September 08, 2025
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
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U.S. Bank Launches New Embedded Payroll Solution for Small Businesses
September 04, 2025
From
U.S. Bancorp
Via
Business Wire
Institutional Capital Floods Crypto Market: Bitcoin ETFs Drive Record Inflows
September 08, 2025
The digital asset landscape is undergoing a monumental transformation in 2025, as an unprecedented wave of institutional capital sweeps into the cryptocurrency market. At the forefront of this...
Via
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Topics
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Derivatives
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