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home
about us
Investment Approach
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Market Analysis Summary
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Value Proposition
Team Biographies
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
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
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M&T Bank
(NY:
MTB
)
231.40
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EST, Feb 12, 2026
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Analyst Expectations for M&T Bank's Future
↗
June 09, 2023
Via
Benzinga
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
Expert Ratings for M&T Bank
↗
May 16, 2023
Via
Benzinga
Regional Banks Remain On Life Support
↗
May 11, 2023
Last week saw a number of brutal days for regional bank stocks with that sector swinging wildly amid otherwise modest gains on Wall Street. Despite the best hopes of investors and observers alike, the...
Via
Benzinga
A Look Into Financial Services Sector Value Stocks
↗
April 27, 2023
Via
Benzinga
Why M&T Bank Stock Is Gaining Today
↗
April 17, 2023
M&T Bank Corporation (NYSE: MTB) shares gained Monday premarket following its solid first quarter performance that beat Street expectations.
Via
Benzinga
Preview: M&T Bank's Earnings
↗
April 14, 2023
Via
Benzinga
Analyst Expectations for M&T Bank's Future
↗
April 10, 2023
Via
Benzinga
7 Stock Winners From the First Republic Failure
↗
May 11, 2023
Investors may wisely pick and choose from an assortment of seven stock winners from the First Republic failure.
Via
InvestorPlace
Does This Regional Bank Rally Have Legs? Here Are The Top Stock Picks From BofA
↗
May 08, 2023
PacWest Bancorp (NASDAQ: PACW) rallied another 6% on Monday after the bank slashed its dividend to 1 cent per share on Friday and reassured investors that its business is "fundamentally sound." The...
Via
Benzinga
Financial & Bank Stocks In Question - Is It Time To Step Into The KRE Or The KBE Yet?
↗
May 08, 2023
Three of the largest five banking failures have happened in 2023, and more failures may be lurking.
Via
Benzinga
Which Super-Regional Bank Had the Best Deposit Base During the First Quarter?
↗
May 06, 2023
Banks experienced significant funding pressure in the first quarter of the year.
Via
The Motley Fool
M&T Bank Has More Commercial Real Estate Exposure Than Its Peers. How Is Credit Quality Holding Up?
↗
April 30, 2023
Since the banking crisis began, investors have been looking ahead to issues they expect to see with commercial real estate loans.
Via
The Motley Fool
Wall Street Headlines and a Closer Look at the Business of Movies
↗
April 24, 2023
Plus two stocks worth watching: Airbnb and T. Rowe Price.
Via
The Motley Fool
2023 Q1 Earnings Season Off To A Promising Start
↗
April 19, 2023
We are off to a good start to the 2023 Q1 season, with no signs yet of the long-feared earnings cliff.
Via
Talk Markets
These Analysts Revise Price Targets On M&T Bank Following Upbeat Q1 Earnings
↗
April 18, 2023
M&T Bank Corporation (NYSE: MTB) reported better-than-expected Q1 results.
Via
Benzinga
NVIDIA To Rally Over 31%? Here Are 10 Other Analyst Forecasts For Tuesday
↗
April 18, 2023
Wells Fargo cut the price target for Marathon Oil Corporation (NYSE: MRO) from $40 to $38. Wells Fargo analyst Roger Read maintained an Overweight rating. Marathon Oil shares fell 0.3% to $24.72 in...
Via
Benzinga
S&P 500: Top 5 Performers Today Include Enphase Energy, First Solar
↗
April 17, 2023
M&T Bank was the S&P 500's top performer. State Street was the biggest loser.
Via
Investor's Business Daily
Hedge Funds Bet Big On USD
↗
April 17, 2023
BlackRock, the largest asset manager in the world with $9 trillion in assets, says interest rates will rise another 75bps. But Janet Yellen says they aren’t going higher.
Via
Benzinga
Charles Schwab Stock Rises After Earnings Beat, Pauses Buybacks; M&T Rallies, State Street Dives
↗
April 17, 2023
Charles Schwab stock rose early Monday after it beat Q1 earnings estimates. M&T Bank, State Street report results following March bank panic.
Via
Investor's Business Daily
Earnings Scheduled For April 17, 2023
↗
April 17, 2023
Companies Reporting Before The Bell • Charles Schwab (NYSE:SCHW) is expected to report quarterly earnings at $0.90 per share on revenue of $5.15 billion.
Via
Benzinga
Nasdaq, S&P 500 Futures Muted; Analyst Says Don't Expect Good News This Earnings Season
↗
April 17, 2023
Early indications suggest that stocks could start the week on a tentative note, which was characteristic of trading during most of last week. Traders may show restraint as they look ahead to...
Via
Benzinga
Charles Schwab, M&T Bank And 3 Stocks To Watch Heading Into Monday
↗
April 17, 2023
With US futures trading higher this morning on Monday, some of the stocks that may grab investor focus today are as follows:
Via
Benzinga
Fear & Greed Index Remains In 'Greed' Zone Following Economic Data
↗
April 17, 2023
The CNN Money Fear and Greed index remained in the ‘Greed’ zone on Friday.
Via
Benzinga
10 Financials Stocks With Whale Alerts In Today's Session
↗
April 11, 2023
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For April 10, 2023
↗
April 10, 2023
Via
Benzinga
Morgan Stanley Cuts Regional Bank Outlook; Western Alliance Dives On Financial Update
↗
April 05, 2023
Morgan Stanley cut its outlook for midsized banks.
Via
Investor's Business Daily
5 Bank Stocks That Can Navigate the Challenging Deposit Environment Right Now
↗
April 05, 2023
The banking system has seen tens of billions of deposits funnel out.
Via
The Motley Fool
Are the Largest U.S. Banks Prepared for Stress in Their Office Loan Portfolios?
↗
April 04, 2023
With the banking sector a big focus of the market, investors worry about how pockets of commercial real estate will hold up.
Via
The Motley Fool
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