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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
Services, Fees and Compensation
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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M&T Bank
(NY:
MTB
)
216.88
-0.61 (-0.28%)
Streaming Delayed Price
Updated: 11:36 AM EST, Jan 28, 2026
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I'm Risking 15% of My Portfolio in These 9 Bank Stocks: Brilliant Move or Future Regret?
↗
September 03, 2023
Investing in banks alternates from feeling boring to excessively risky. It's often best to buy during the latter.
Via
The Motley Fool
Fed Pushes For Regional Banks To Improve Liquidity, Address Tech Flaws After Silicon Valley's Failure
↗
August 30, 2023
Via
Benzinga
Topics
Economy
These Banks Are About to Face (Another) Profit Headwind: What It Means for Investors
↗
August 29, 2023
First it was rising interest rates. Now regulators are taking steps to protect depositors that could put even more pressure on midsize banks' bottom lines.
Via
The Motley Fool
10 Financials Stocks With Whale Alerts In Today's Session
↗
August 25, 2023
Via
Benzinga
Earnings Preview For M&T Bank
↗
July 18, 2023
Via
Benzinga
11 Analysts Have This to Say About M&T Bank
↗
July 07, 2023
Via
Benzinga
Analyst Expectations for M&T Bank's Future
↗
June 09, 2023
Via
Benzinga
Moody's Just Put These Big Banks on Notice. Here's What You Need to Know
↗
August 17, 2023
Difficult economic conditions have the credit ratings agency considering downgrades on some big regional banks.
Via
The Motley Fool
Moody's Downgrades 10 Banks: Here's What Investors Need to Know
↗
August 15, 2023
Moody's downgraded the banks months after the collapse of Silicon Valley Bank.
Via
The Motley Fool
The 3 Most Undervalued Bank Stocks to Buy Now: August 2023
↗
August 14, 2023
The regional banking crisis and a sector downgrade has plunged valuations. Here is a list of some of the most undervalued bank stocks.
Via
InvestorPlace
Benzinga Bulls And Bears: Disney, Paypal, Tesla And Why Dogecoin Is Set To Skyrocket 200%
↗
August 12, 2023
Benzinga examined the prospects for many investors' favorite stocks over the last week — here's a look at some of our top stories.
Via
Benzinga
Federal Reserve Unveils Oversight On Crypto, Tech In Banking
↗
August 08, 2023
The Federal Reserve Board unveiled further details on Tuesday regarding its program to supervise novel activities in the banks it oversees.
Via
Benzinga
Moody's Raises Profit Questions On U.S. Regional Banks
↗
August 08, 2023
Bank stocks fell after Moody's downgraded credit ratings for several regional lenders.
Via
Investor's Business Daily
US Banking Sector Shaken: Moody's Drops Credit Ratings Of 10 Banks, Sounds Alarm For More Downgrades
↗
August 08, 2023
Moody’s, the well-known credit rating organization, downgraded the ratings of 10 U.S. small and mid-sized banks by one notch late Monday, sending shockwaves across a sector still reeling from the...
Via
Benzinga
M&T Bank, Yelp And 2 Other Stocks Insiders Are Selling
↗
August 01, 2023
The Nasdaq 100 closed higher on Monday. Investors, meanwhile, focused on some notable insider trades.
Via
Benzinga
3M, M&T Bank, Live Nation Entertainment And A Major Semiconductor Company: CNBC's 'Final Trades'
↗
July 26, 2023
Live Nation Entertainment, Inc. (NYSE: LYV) is the stock Joshua Brown of Ritholtz Wealth Management still likes, the analyst said on CNBC’s "Halftime Report Final Trades."
Via
Benzinga
The 3 Most Undervalued Bank Stocks to Buy Now: July 2023
↗
July 23, 2023
March's banking crisis put downward pressure on bank stocks, but healthy earnings and low prices make these cheap bank stocks a bargain.
Via
InvestorPlace
Crude Oil Up 1%; M&T Bank Posts Upbeat Q2 Results
↗
July 19, 2023
U.S. stocks traded higher midway through trading, with the Nasdaq Composite gaining around 0.5% on Wednesday. The Dow traded up 0.53% to 35,137.16 while the NASDAQ rose 0.48% to 14,422.74. The S&P 500,...
Via
Benzinga
M&T Bank Exceeds Q2 Estimates, Net Income More Than Tripled On Asset Sale Gain
↗
July 19, 2023
M&T Bank Corporation (NYSE: MTB) reported a Q2 FY23 revenue of $2.60 billion,
Via
Benzinga
Earnings Scheduled For July 19, 2023
↗
July 19, 2023
Companies Reporting Before The Bell • Ally Financial (NYSE:ALLY) is estimated to report quarterly earnings at $0.92 per share on revenue of $2.09 billion.
Via
Benzinga
3 Financial Sector ETFs to Profit From the Bank Merger Wave
↗
July 13, 2023
With consolidation in the banking industry likely to heat up, investing in bank mergers could pay off handsomely.
Via
InvestorPlace
9 Financials Stocks With Whale Alerts In Today's Session
↗
July 10, 2023
Via
Benzinga
10 Stocks You Can Buy Right Now With Dividend Yields of Over 4%
↗
July 02, 2023
Income investors could love these high-yield stocks.
Via
The Motley Fool
Which Super-Regional Bank Performed the Best in the Fed's Stress Test?
↗
July 01, 2023
Stress testing puts banks through a hypothetical adverse economic scenario to see how their balance sheets would hold up.
Via
The Motley Fool
JPMorgan, Wells Fargo Lead, Bank Stocks Climb, After Federal Reserve Stress Test
↗
June 29, 2023
Bank stocks rose early Thursday after the Fed announced its 2023 stress test results.
Via
Investor's Business Daily
3 Stocks to Buy Before the Fed Resumes Rate Hikes Later This Year
↗
June 21, 2023
Should you anticipate higher borrowing costs by monetary policymakers, these are the stocks to buy before rate hike.
Via
InvestorPlace
The Power of Diversity: 3 Fortune 500 Stocks Led by Black CEOs Worth Buying
↗
June 21, 2023
Fortune 500 stocks led by Black CEOs account for 1.6% of the annual ranking. Here are three to consider that are public companies.
Via
InvestorPlace
This Is the Best Super-Regional Bank Stock for Passive Income Right Now
↗
June 15, 2023
Super-regional bank stocks have been sold by investors this year, pushing their dividend yields higher.
Via
The Motley Fool
Which Super-Regional Bank Stock Is in the Best Capital Position?
↗
June 08, 2023
Investors are looking at bank regulatory capital ratios very carefully in light of potential new regulations.
Via
The Motley Fool
$1.8M Bet On DISH Network? Check Out These 3 Stocks Insiders Are Buying
↗
June 06, 2023
Although US stocks closed mostly lower on Monday, there were a few notable insider trades.
Via
Benzinga
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