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home
about us
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Firm ADV PDFs
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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
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EVENTS
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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
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RSVP-Signup Form
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PNC Financial Services
(NY:
PNC
)
240.78
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EDT, Sep 15, 2026
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3 Stocks Poised to Gain from a September Rate Cut
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September 04, 2025
Lower interest rates could unlock new opportunities for dividend investors, with select real estate, telecom, and regional banks set to benefit
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Why Bruker Stock Tumbled by Almost 12% Wednesday
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September 04, 2025
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September 03, 2025
The U.S. stock market is navigating a turbulent start to September 2025, with major indexes experiencing notable declines after a strong August rally. This early-month pullback is being attributed to a...
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How Is The Market Feeling About PNC Financial Services Gr?
↗
September 01, 2025
Via
Benzinga
Navigating the Currents: Top Sectors Primed for Growth in Q3 2025
August 27, 2025
The global economy is sailing into Q3 2025 with a blend of cautious optimism and persistent challenges. While a new tariff regime and elevated geopolitical tensions introduce elements of uncertainty,...
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Diversified Banks Stocks Q2 Results: Benchmarking PNC Financial Services Group (NYSE:PNC)
August 26, 2025
Wrapping up Q2 earnings, we look at the numbers and key takeaways for the diversified banks stocks, including PNC Financial Services Group (NYSE:PNC) and its peers.
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3 Volatile Stocks with Open Questions
August 26, 2025
Volatility cuts both ways - while it creates opportunities, it also increases risk, making sharp declines just as likely as big gains. This unpredictability can shake out even the most experienced...
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StockStory
PNC Financial Services Group, Truist Financial, U.S. Bancorp, Sweetgreen, and Artivion Shares Skyrocket, What You Need To Know
August 22, 2025
A number of stocks jumped in the afternoon session after the major indices rebounded, as Fed Chair Jerome Powell delivered dovish remarks at the much-awaited Jackson Hole symposium. Powell suggested...
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10 Financials Stocks Whale Activity In Today's Session
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August 20, 2025
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21 Events Presents: The Puerto Rico Day at The Ballpark at Major League Stadiums
August 18, 2025
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News Direct
Viking Global Dumps UnitedHealth, Loads Up On Disney, McDonald's, JPMorgan, AMD In Q2 Shake-Up
↗
August 15, 2025
Via
Benzinga
Monday's pre-market session: top gainers and losers in the S&P500 index
↗
August 11, 2025
Before the opening bell on Monday, let's take a glimpse of the US markets and explore the S&P500 top gainers and losers in today's pre-market session.
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Chartmill
Grab Cheap 2025 Alice Cooper Tickets with Promo Code CITY10 at CapitalCityTickets.com – All Seats on Sale for Less
August 10, 2025
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Citigroup (NYSE:C) Q2 Earnings: Leading The Diversified Banks Pack
August 05, 2025
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Citigroup (NYSE:C) and the best and worst...
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These 2 Powerhouse Banks Just Declared Dividend Raises, and You Can Still Take Advantage of 1
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August 04, 2025
Read on to find out which hike hasn't kicked in yet.
Via
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JPMorgan Chase, PNC Financial Services Group, Truist Financial, Wells Fargo, and First Citizens BancShares Shares Plummet, What You Need To Know
August 01, 2025
A number of stocks fell in the morning session after a surprisingly weak July jobs report and the announcement of sweeping new tariffs fueled fears of an economic slowdown and an impending interest...
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July 31, 2025
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Best Deals on 2025 Junior H Tickets at CapitalCityTickets.com with Promo Code CITY10 – All Levels of Seating on Sale for Less
July 31, 2025
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1 Bank Stock with Exciting Potential and 2 We Ignore
July 31, 2025
Banks play a critical role in the financial system, providing everything from commercial loans to wealth management and payment processing services. Still, investors are uneasy as banks face challenges...
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StockStory
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3 Reasons to Avoid PNC and 1 Stock to Buy Instead
July 31, 2025
PNC Financial Services Group has been treading water for the past six months, recording a small loss of 4.7% while holding steady at $191.55. The stock also fell short of the S&P 500’s 5.4% gain during...
Via
StockStory
Topics
Stocks
Beyond The Numbers: 8 Analysts Discuss PNC Financial Services Gr Stock
↗
July 30, 2025
Via
Benzinga
This Ecolab Analyst Turns Bullish; Here Are Top 5 Upgrades For Wednesday
↗
July 30, 2025
Via
Benzinga
Trading Radar For July 29: IndusInd, GAIL, ONGC, PNC Infratech, Sona Comstar, KEC International Are On Stock Watchlist
↗
July 28, 2025
Larsen & Toubro, NTPC, Asian Paints, and Bank of India, among other companies, are scheduled to report their quarterly earnings later in the day
Via
Stocktwits
The Boulder Group Arranges Sale of Net Leased Raising Cane’s Property at a Record Cap Rate in Illinois
July 25, 2025
Via
AB Newswire
PNC Reports 5% Revenue Gain in Q2
↗
July 23, 2025
Via
The Motley Fool
1 S&P 500 Stock with Impressive Fundamentals and 2 We Brush Off
July 23, 2025
While the S&P 500 (^GSPC) includes industry leaders, not every stock in the index is a winner. Some companies are past their prime, weighed down by poor execution, weak financials, or structural...
Via
StockStory
Topics
Stocks
PNC, Coinbase Partnership Aims To Revolutionize Crypto Banking Infrastructure
↗
July 22, 2025
PNC Bank will integrate Coinbase's Crypto‑as‑a‑Service platform to expand secure digital asset offerings and tailored banking services for retail and institutional clients.
Via
Benzinga
PNC & AIR Are 2 Top Stocks To Watch After Earnings
↗
July 18, 2025
Following their strong quarterly results, what further makes PNC and AAR Corp’s stock stand out is their attractive valuations.
Via
Talk Markets
The Boulder Group Arranges Sale of Net Leased ALDI in Mobile, AL
July 17, 2025
Via
AB Newswire
PNC Financial Analysts Increase Their Forecasts After Strong Earnings
↗
July 17, 2025
Via
Benzinga
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