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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
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M&T Bank
(NY:
MTB
)
214.92
-4.78 (-2.18%)
Official Closing Price
Updated: 7:00 PM EDT, Apr 24, 2026
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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
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
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
Preview: M&T Bank's Earnings
↗
April 14, 2023
Via
Benzinga
Analyst Expectations for M&T Bank's Future
↗
April 10, 2023
Via
Benzinga
Expert Ratings for M&T Bank
↗
March 23, 2023
Via
Benzinga
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
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
Earnings Outlook For M&T Bank
↗
January 18, 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
Buying Opportunities In Financial ETFs And Bank Stocks
↗
March 31, 2023
The consensus now is that the overall US banking system is not in as much danger as many initially thought. Earnings projections, for the most part, are holding strong. VE model rates beaten-down bank...
Via
Talk Markets
3 Regional Banks To Buy Now
↗
March 30, 2023
The prospects of three deeply undervalued regional banks that are likely to offer excessive returns when the ongoing downturn passes.
Via
Talk Markets
Benzinga's Top Ratings Upgrades, Downgrades For March 27, 2023
↗
March 27, 2023
Via
Benzinga
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
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
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
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
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