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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
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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
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Regions Financial
(NY:
RF
)
31.48
+0.56 (+1.81%)
Official Closing Price
Updated: 7:00 PM EDT, Jul 15, 2026
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This Tesla Analyst Turns Bullish; Here Are Top 5 Upgrades For Thursday
↗
October 24, 2024
Via
Benzinga
The Analyst Verdict: Regions Finl In The Eyes Of 12 Experts
↗
October 24, 2024
Via
Benzinga
Regions Financial (RF) Q3 2024 Earnings Call Transcript
↗
October 18, 2024
RF earnings call for the period ending September 30, 2024.
Via
The Motley Fool
Topics
Earnings
US Stocks Set To End Week Strong As Netflix Q3 Earnings Boost Optimism, Gold Hits New Highs: What's Driving Sentiment Friday?
↗
October 18, 2024
Wall Street is priming for a positive start on Friday after the major averages ended narrowly mixed in the previous session.
Via
Benzinga
Regions reports third quarter 2024 earnings of $446 million, earnings per diluted share of $0.49
October 18, 2024
From
Regions Financial Corporation
Via
Business Wire
Earnings Preview: Regions Finl
↗
October 17, 2024
Via
Benzinga
Expert Ratings For Regions Finl
↗
October 07, 2024
Via
Benzinga
Regions Financial Corporation Declares Quarterly Common and Preferred Stock Dividends
October 16, 2024
From
Regions Financial Corporation
Via
Business Wire
Regions Foundation Announces Disaster-Recovery Grants Supporting Areas Impacted by Hurricane Milton
October 16, 2024
From
Regions Financial Corporation
Via
Business Wire
Hurricane Milton Relief Response: Regions Bank Announces Disaster-Recovery Financial Services for Impacted Florida Markets
October 11, 2024
From
Regions Financial Corporation
Via
Business Wire
P/E Ratio Insights for Regions Finl
↗
October 03, 2024
Via
Benzinga
Exploring REGIONS FINANCIAL CORP's Technical Signals and Breakout Potential.
↗
October 01, 2024
Interesting Technical Analysis finding for REGIONS FINANCIAL CORP (NYSE:RF)
Via
Chartmill
12 Analysts Have This To Say About Regions Finl
↗
September 20, 2024
Via
Benzinga
Uncovering Noteworthy Technical Analysis Findings for REGIONS FINANCIAL CORP (NYSE:RF).
↗
October 10, 2024
Good technical signals and a possible breakout for REGIONS FINANCIAL CORP.
Via
Chartmill
Hurricane Milton Descends On Florida: Analysts Warn Of Impact On Disney, NextEra's Florida Power & Light, Regional Banks
↗
October 09, 2024
Analysts weigh in on Hurricane Milton's negative impact on different sectors and whether there could be buying opportunities for the long term.
Via
Benzinga
Regions Bank and the Regions Foundation Launch Services and Support for Communities Impacted by Hurricane Helene
October 01, 2024
From
Regions Financial Corporation
Via
Business Wire
6 Analysts Have This To Say About Regions Finl
↗
July 22, 2024
Via
Benzinga
Wells Fargo, Citigroup, Goldman Sachs Poised For Gains Amid Fed Rate Cuts - Morgan Stanley
↗
September 30, 2024
The Federal Reserve cut rates by 50 basis points in September, with potential for further reductions. Morgan Stanley forecasts midcap and large-cap banks to benefit from rate cuts through 2025.
Via
Benzinga
Topics
Economy
Regions Bank’s Kate Danella Honored as One of the Most Powerful Women in Banking – Again
September 24, 2024
From
Regions Financial Corporation
Via
Business Wire
Regions Bank Reduces its Prime Lending Rate
September 18, 2024
From
Regions Financial Corporation
Via
Business Wire
Regions Financial to Announce Third Quarter 2024 Financial Results on Oct. 18, 2024
September 18, 2024
From
Regions Financial Corporation
Via
Business Wire
7 Financials Stocks With Whale Alerts In Today's Session
↗
August 22, 2024
Via
Benzinga
Regions Bank Announces Retirement of Ronnie Smith, Appointment of Brian Willman as Head of Corporate Banking Group
August 13, 2024
From
Regions Financial Corporation
Via
Business Wire
Regions Financial Corp. to Participate in Barclays 2024 Global Financial Services Conference
August 08, 2024
From
Regions Financial Corporation
Via
Business Wire
Regions Financial Corporation Announces Redemption of All Outstanding Depositary Shares Representing Interests in Series B Preferred Stock
August 07, 2024
From
Regions Financial Corporation
Via
Business Wire
Regions Financial Corporation Declares Series F Preferred Stock Dividend
August 06, 2024
From
Regions Financial Corporation
Via
Business Wire
Regions Bank Recognized as a “Best Place to Work for Disability Inclusion”
July 31, 2024
From
Regions Financial Corporation
Via
Business Wire
Regions Bank is Top Regional Bank in the J.D. Power 2024 U.S. Online Banking Satisfaction Study
July 23, 2024
From
Regions Financial Corporation
Via
Business Wire
Regions Financial (RF) Q2 2024 Earnings Call Transcript
↗
July 19, 2024
RF earnings call for the period ending June 30, 2024.
Via
The Motley Fool
Topics
Earnings
Regional Bank Performance: Goldman Sachs Breaks Down Q2 2024 Earnings
↗
July 19, 2024
In a recent analyst note by Goldman Sachs, the outlook for several regional banks were evaluated. The banks examined include KeyCorp, M&T Bank Corp, among others.
Via
Benzinga
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