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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
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Tamar Advisors
Own Your Practice
Letter to Clients
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contact us
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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
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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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Event Schedule
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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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Zions Bancorp
(NQ:
ZION
)
61.59
+2.50 (+4.23%)
Streaming Delayed Price
Updated: 3:58 PM EST, Jan 21, 2026
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Investor Sentiment Edges Lower, S&P 500 Falls For Sixth Straight Day
↗
April 22, 2024
The CNN Money Fear and Greed index showed further decline in the overall market sentiment, but the index remained in the "Fear" zone on Friday.
Via
Benzinga
Topics
Stocks
Albertsons Companies, Nucor And 3 Stocks To Watch Heading Into Monday
↗
April 22, 2024
Via
Benzinga
Where Zions Bancorp Stands With Analysts
↗
March 28, 2024
Via
Benzinga
10 Financials Stocks Whale Activity In Today's Session
↗
March 26, 2024
Via
Benzinga
3 Green Flags for Super Micro Computer's Future
↗
March 18, 2024
Index inclusion and a competitive advantage in AI servers bodes well for the company.
Via
The Motley Fool
Topics
Artificial Intelligence
Zions Bancorp Empowers Investors with Solid Returns and Fueling Shareholder Value
↗
February 22, 2024
Via
Benzinga
Zions Bancorp: Dividend Insights
↗
February 09, 2024
Via
Benzinga
Navigating 9 Analyst Ratings For Zions Bancorp
↗
January 23, 2024
Via
Benzinga
Can Magnificent 7 Help Script Market Turnaround? Earnings Pick Up Pace With Microsoft, Meta, Alphabet And Tesla Expected This Week
↗
April 21, 2024
Corporate profit growth rose in Q3 2023 and is expected to continue in Q1.
Via
Benzinga
Triple Witch And SMCI Converge Today
↗
March 15, 2024
Today is a crucial expiration, particularly for holders of SMCI and its options.
Via
Talk Markets
Crude Oil Down Over 1%; Quoin Pharmaceuticals Shares Spike Higher
↗
March 04, 2024
U.S. stocks traded lower toward the end of trading, with the S&P 500 edging lower on Monday. The Dow traded down 0.20% to 39,007.30 while the NASDAQ fell 0.18% to 16,245.77. The S&P 500 also fell,...
Via
Benzinga
Topics
Stocks
Why Deckers Outdoor Stock Is Up
↗
March 04, 2024
Late Friday, it was announced that Deckers Outdoor and Super Micro Computer, Inc. (NASDAQ:SMCI) will join the S&P 500 in the index's quarterly rebalance, replacing Whirlpool Corp. (NYSE:WHR) and Zions...
Via
Benzinga
Topics
Stocks
DECK Stock Alert: Deckers Outdoors Is Joining the S&P 500
↗
March 04, 2024
Deckers Outdoors stock is rising on Monday as investors in DECK shares celebrate the company being added to the S&P 500 later this month.
Via
InvestorPlace
Topics
Stocks
Super Micro Computer, Deckers Outdoor And Other Big Stocks Moving Higher In Monday's Pre-Market Session
↗
March 04, 2024
U.S. stock futures were mixed this morning, with the Dow futures trading lower by around 50 points on Monday. Shares of Super Micro Computer, Inc. (NASDAQ: SMCI) rose sharply in today’s pre-market...
Via
Benzinga
Topics
Stocks
Zions Bancorp: Q4 Earnings Insights
↗
January 22, 2024
Via
Benzinga
Earnings Preview For Zions Bancorp
↗
January 19, 2024
Via
Benzinga
Palantir Misses Out, Super Micro Computer Makes The Cut: What Investors Should Know About S&P 500 Quarterly Rebalance
↗
March 02, 2024
High-flying AI server maker Super Micro Computer made it to the prestigious list of S&P 500 stocks, although Palantir missed out.
Via
Benzinga
Topics
Artificial Intelligence
Stocks
Super Micro, Deckers To Join S&P 500 Index
↗
March 01, 2024
They'll replace Whirlpool and Zions Bancorp on March 18.
Via
Investor's Business Daily
Topics
Stocks
New York Community Bank stock plummets amid real estate risks
February 09, 2024
New York Community Bank's Q4 loss on bad commercial real estate loans exacerbates regional banking concerns while industry stocks trade widely lower
Via
MarketBeat
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
Why C.H. Robinson Shares Are Trading Lower By Over 12%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
↗
February 01, 2024
Shares of C.H. Robinson Worldwide, Inc. (NASDAQ: CHRW) fell sharply during Thursday’s session after the company reported worse-than-expected fourth-quarter financial results.
Via
Benzinga
10 Financials Stocks With Whale Alerts In Today's Session
↗
January 31, 2024
Via
Benzinga
SLB, Coinbase And 2 Other Stocks Insiders Are Selling
↗
January 30, 2024
The Nasdaq 100 closed higher by around 1% on Monday. Investors, meanwhile, focused on some notable insider trades.
Via
Benzinga
Nasdaq, S&P 500 Futures Surge As Earnings Optimism Drives Positive Sentiment: Analyst Lists 3 Factors For Higher Market Multiples
↗
January 22, 2024
U.S. stocks are set for additional gains on Monday, building on the momentum of the S&P 500 reaching a new high last Friday, with earnings expected to be the focal point throughout the upcoming week.
Via
Benzinga
Topics
Stocks
Earnings Scheduled For January 22, 2024
↗
January 22, 2024
Companies Reporting Before The Bell • Bank of Hawaii (NYSE:BOH) is estimated to report quarterly earnings at $1.00 per share on revenue of $161.51 million.
Via
Benzinga
United Airlines, Brown & Brown And 3 Stocks To Watch Heading Into Monday
↗
January 22, 2024
With U.S. stock futures trading higher this morning on Monday, some of the stocks that may grab investor focus today are as follows:
Via
Benzinga
Tesla, Netflix, Intel Take Center Stage In Pivotal Q4 Earnings Week As S&P 500 Eyes Breaking New Highs
↗
January 22, 2024
According to Factset, the fourth-quarter earnings season has had a weak start, with the percentage of S&P 500 companies reporting positive earnings surprises below average.
Via
Benzinga
Topics
Stocks
Investor Sentiment Increases Further; S&P 500 Surges To All-Time High
↗
January 22, 2024
The CNN Money Fear and Greed index showed further improvement in overall market sentiment, while the index remained in the "Greed" zone on Friday. U.S. stocks closed higher on Friday, with the S&P 500...
Via
Benzinga
Topics
Stocks
Zions Bancorp Gears Up For Q4 Print; Here's A Look At Recent Price Target Changes By The Most Accurate Analysts
↗
January 22, 2024
Zions Bancorporation (NASDAQ: ZION) is expected to release earnings results for its fourth quarter, after the closing bell on Jan. 22, 2023.
Via
Benzinga
Zions Bancorporation Announces 2024 Earnings Release Dates
January 03, 2024
From
Zions Bancorporation, N.A.
Via
Business Wire
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