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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
)
216.89
-0.60 (-0.28%)
Official Closing Price
Updated: 4:10 PM EST, Jan 28, 2026
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All News about M&T Bank
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US Stocks Poised To Start New Trading Week Higher On Hopes Of Resolving Banking Crisis: Analyst Warns 'No News Would Be Good News'
↗
March 27, 2023
The recent positive momentum seen in the market could carry over into the new week, as indicated by the index futures, which were holding up early Monday.
Via
Benzinga
Expert Ratings for M&T Bank
↗
March 23, 2023
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For March 23, 2023
↗
March 23, 2023
Via
Benzinga
14 Bank Stocks to Buy After the Recent Silicon Valley Bank Collapse
↗
March 23, 2023
Bank stocks have plunged after a couple of banks failed, presenting potentially attractive entry points.
Via
The Motley Fool
M&T Bank's Stock Is Starting to Turn the Corner
↗
March 08, 2023
M&T has not had the easiest time since the pandemic started in early 2020.
Via
The Motley Fool
Earnings Outlook For M&T Bank
↗
January 18, 2023
Via
Benzinga
The Latest Analyst Ratings for M&T Bank
↗
January 10, 2023
Via
Benzinga
Super-Regional Banks Weren't Nearly as Reckless as SVB Financial
↗
March 22, 2023
SVB Financial did a poor job of protecting its balance sheet from interest rate risk.
Via
The Motley Fool
Stocks React To February Jobs Report: The Winners And Losers
↗
March 10, 2023
The markets have offered investors a rollercoaster ride this week, with a flurry of activity and developments that have sent shockwaves through various sectors.
Via
Benzinga
Warren Buffett Has Sold Many Stocks. Did He Make a Mistake With These 2?
↗
March 09, 2023
Buffett's company Berkshire Hathaway is not afraid to sell stocks when it realizes that something big has changed.
Via
The Motley Fool
KeyCorp's Deposit Franchise Is Outperforming Its Peer Group
↗
March 08, 2023
KeyCorp has managed to control its deposit costs quite well so far through the Federal Reserve's aggressive interest rate-hiking campaign.
Via
The Motley Fool
Expert Ratings for M&T Bank
↗
December 21, 2022
Via
Benzinga
Where M&T Bank Stands With Analysts
↗
December 05, 2022
Via
Benzinga
Ominous Death Cross Forms On M&T Bank's Chart
↗
November 30, 2022
Via
Benzinga
Earnings Scheduled For January 19, 2023
↗
January 19, 2023
Companies Reporting Before The Bell • Procter & Gamble (NYSE:PG) is estimated to report quarterly earnings at $1.59 per share on revenue of $20.73 billion.
Via
Benzinga
Procter & Gamble, Netflix And 3 Stocks To Watch Heading Into Thursday
↗
January 19, 2023
With US stock futures trading lower this morning on Thursday, some of the stocks that may grab investor focus today are as follows:
Via
Benzinga
Investor Optimism Declines As Nasdaq Snaps 7-Day Win Streak
↗
January 19, 2023
The CNN Money Fear and Greed index showed a drop in the market sentiment. The Nasdaq Composite snapped a seven-day win streak on Wednesday as investors digested the retail sales data, which showed a...
Via
Benzinga
Will This Week Bring Investors Good News? Netflix, Goldman, P&G And Other Key Earnings Reports To Watch
↗
January 16, 2023
Last week’s big bank earnings marked the unofficial start of the reporting season, and quarterly earnings from the biggest Wall Street firms relayed a mixed message.
Via
Benzinga
3 Worst Performing Dividend Aristocrats In 2022
↗
January 05, 2023
The year 2022 proved difficult to traverse for investors. But the dividend growth investing strategy performed reasonably well, in many cases.
Via
Talk Markets
Barclays Revises Price Targets On These Big US Banks
↗
January 03, 2023
Barclays boosted the price target for The Goldman Sachs Group, Inc. (NYSE: GS) from $410 to $495. Barclays analyst Jason Goldberg maintained an Overweight rating on the stock. Goldman Sachs shares...
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For January 10, 2023
↗
January 10, 2023
Via
Benzinga
Tesla To $205? Here Are 10 Other Price Target Changes For Tuesday
↗
January 03, 2023
Goldman Sachs cut Tesla, Inc. (NASDAQ: TSLA) price target from $235 to $205. Goldman Sachs analyst Mark Delaney maintained a Buy rating on the stock. Tesla shares fell 2.6% to $119.93 in pre-market...
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For December 21, 2022
↗
December 21, 2022
Via
Benzinga
Jim Cramer Cautions On This Stock Up 20% YTD Because That 'Might Be Too Much For The Year'
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December 20, 2022
On CNBC’s "Mad Money Lightning Round," Jim Cramer said Applied Industrial Technologies, Inc.
Via
Benzinga
Why M&T Bank, Palomar Holdings And Other Oversold Majors In The Financial Sector Look Promising
↗
December 13, 2022
The most oversold stocks in the financial sector presents an opportunity to buy into undervalued companies. Here’s the latest list of major oversold players in this sector, having an RSI near or below...
Via
Benzinga
United Natural Foods, Ollie's Bargain, Smith & Wesson Brands And Some Other Big Stocks Moving Lower On Wednesday
↗
December 07, 2022
U.S. stocks traded mostly lower, with the Nasdaq Composite dropping over 60 points on Wednesday. Here are some big stocks recording losses in today’s session.
Via
Benzinga
ConocoPhillips To Rally Over 30%? Here Are 10 Other Price Target Changes For Wednesday
↗
December 07, 2022
Barclays raised ConocoPhillips (NYSE: COP) price target from $135 to $151. Barclays analyst Jeanine Wai maintained an Overweight rating on the stock. ConocoPhillips shares fell 3.2% to close at $115.61...
Via
Benzinga
Why Prometheus Biosciences Shares Are Trading Higher By Over 184%? Here Are 55 Stocks Moving In Wednesday's Mid-Day Session
↗
December 07, 2022
Gainers Prometheus Biosciences, Inc. (NASDAQ: RXDX) shares jumped 184.2% to $102.49 after the company announced results for PRA023 in both ARTEMIS-UC Phase 2 and APOLLO-CD Phase 2a studies. ARTEMIS-UC...
Via
Benzinga
7 Dividend Stocks With Low Payout Ratios and High Yields
↗
November 17, 2022
As the market enters an ambiguous phase, investors can find significant comfort in dividend stocks with low payout ratios.
Via
InvestorPlace
10 Financials Stocks Whale Activity In Today's Session
↗
November 16, 2022
This whale alert can help traders discover the next big trading opportunities. Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity...
Via
Benzinga
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