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home
about us
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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
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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
Bond Fund Seminar
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U.S. Bancorp
(NY:
USB
)
53.93
UNCHANGED
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Updated: 7:00 PM EST, Jan 2, 2026
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Stock Analysis - U.S. Bancorp
↗
June 06, 2025
U.S. Bancorp is one of the largest regional banks in the US, with assets of around $680 billion.
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Demystifying U.S. Bancorp: Insights From 19 Analyst Reviews
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June 04, 2025
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U.S. Bancorp to speak at the Morgan Stanley US Financials Conference
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EXCLUSIVE: Beeline Launches Stablecoin-Backed Home Equity Product, Targets Profitability By Late 2025
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June 04, 2025
Beeline Holdings announces new home equity access product through partnership with RealCo, offering homeowners quick and flexible cash without debt or monthly payments. Launching in July with beta...
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April 23, 2025
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FactSet Names One Of Jamie Dimon’s Potential Successors As CEO — Analyst Hails Move As ‘Timely’ Change
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June 04, 2025
Upcoming CEO Sanoke Viswanathan worked for 15 years at JPMorgan and headed the bank’s rapidly growing international banking unit in his most recent role.
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June 03, 2025
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June 03, 2025
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JPMorgan CEO Jamie Dimon Says Retirement Still Several Years Away: ‘Up To God And The Board’
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June 03, 2025
The succession of Dimon, who has been in charge for nearly two decades, has remained a topic of intense speculation on Wall Street for several years.
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U.S. Bank Named Official Banking and Wealth Management Partner of Premier Lacrosse League and Women’s Lacrosse League
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Kredete Launches Africa’s First Stablecoin-Backed Credit Card
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Gonzaga University and U.S. Bank Expand Partnership With a New Debit Card Design
May 21, 2025
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U.S. Bancorp
Via
Business Wire
JPMorgan, BofA, Wells Fargo Retail Traders On Edge After Moody's Cuts Deposit Ratings For Big Banks After US Credit Downgrade
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May 20, 2025
The ratings agency cited the weakened ability of the U.S. government to support the banks as the reason behind the cut.
Via
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These 2 Dividend Stocks Also Happen to Be American Companies (Somewhat) Insulated From Trade War Troubles
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Bank Regulators Will Help The Treasury
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May 16, 2025
US bank regulators are preparing to reduce bank capital requirements.
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May 14, 2025
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Stock Analysis: U.S. Bancorp
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May 09, 2025
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May 07, 2025
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U.S. Bank Avvance Added to Pure Finance Group’s Home Improvement Lending Platform
May 05, 2025
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Business Wire
Could Buying SoFi Technologies Stock Today Set You Up for Life?
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May 05, 2025
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U.S. Bank: Truck Freight Picks up in Northeast, Drops Sharply in Southwest
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U.S. Bancorp
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Business Wire
Better Dividend Stock: JPMorgan Chase vs. Goldman Sachs
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April 26, 2025
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Stocks
3 Stocks To Consider In This Outperforming Sector
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April 25, 2025
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U.S. Bank Announces Leader for Investment Services Division
April 21, 2025
From
U.S. Bancorp
Via
Business Wire
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