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Brochure Supplement Dominick Savo
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Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
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Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Back Dated Performance Reports
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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
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Implementation
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Termination
Professional Alliance Network
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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
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Event Schedule
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Investing During Uncertain Times
Read FULL Seminar Here
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First Trust Nasdaq Bank ETF
(NQ:
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40.41
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Updated: 4:15 PM EST, Feb 5, 2026
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All News about First Trust Nasdaq Bank ETF
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Howard Marks Cautions On 'Cockroaches,' Warning Loans, Frauds 'Often Occur In Clusters:' Credit Issues Aren't 'Systemic,' They're 'Systematic'
↗
November 07, 2025
Howard Marks' new memo warns of 'cockroaches.' Why he says recent frauds are 'systematic' clusters, not a 'systemic' financial threat.
Via
Benzinga
Citigroup, Mastercard, American Airlines Launch New AAdvantage Globe Travel Rewards Card
↗
October 20, 2025
Citi, Mastercard, and American Airlines expanded their partnership with the AAdvantage Globe Mastercard, featuring loyalty bonuses and premium travel perks worth $750 annually.
Via
Benzinga
Analyst Believes In Citigroup's Turnaround Story After Q3 Beat
↗
October 17, 2025
KBW lifted Citigroup's target to $118 and maintained an Outperform rating after strong Q3 results and improved 2025–2027 earnings forecasts.
Via
Benzinga
Trump Administration Set To Ease Big Bank Rules In Major Rollback Since 2008 Crisis: Here Are The Stocks And ETFs Investors Could Consider
↗
June 02, 2025
As Donald Trump's administration nears completion of a proposal to ease big bank rules, they are largely expected to cheer the lower SLR.
Via
Benzinga
Topics
ETFs
Government
Wells Fargo Sells Rail Leasing Business Assets In $4.4 Billion Deal
↗
May 30, 2025
Wells Fargo to sell rail assets to joint venture for $4.4 billion, with GATX and Brookfield owning 30% and 70% respectively. Deal expected to close by Q1 2026.
Via
Benzinga
Bank Of America Bets On Brick-And-Mortar, Expansion Plans Include 60 Markets Worldwide
↗
May 13, 2025
Bank of America disclosed expansion plans; the goal is to open over 150 new locations across 60 markets by the end of 2027.
Via
Benzinga
Citigroup Scales Back DEI Policies Amid Shifting Political Landscape: Report
↗
February 21, 2025
Citigroup reportedly announced a shift in its diversity policies, scaling back aspirational DEI targets.
Via
Benzinga
What's Going On With Citigroup Stock Today?
↗
January 28, 2025
Ida Liu, the global head of Citi's private banking arm, announces her departure amid the bank's focus on expanding its wealth division.
Via
Benzinga
Wells Fargo Declares Dividends On Six Series Of Preferred Stock: Details
↗
November 15, 2024
Wells Fargo stock remains steady after announcing quarterly dividends on preferred shares, with payouts scheduled for December 16, 2024.
Via
Benzinga
Citigroup Partners With Bank Of Shanghai To Simplify Payments For Travelers In China: Details
↗
November 13, 2024
Citigroup announced a partnership with Bank of Shanghai to launch a seamless payment solution for international travelers in China.
Via
Benzinga
Bank Of America Predicts Positive Stock Re-Rating For Wells Fargo After Asset Cap Removal
↗
November 11, 2024
A meeting with Wells Fargo CEO Charlie Scharf strengthened analysts' belief that the bank is on track to achieve high-teens ROTE.
Via
Benzinga
Citigroup Streamlines Bill Discounting with New Paperless, Digital Solution For Clients
↗
October 28, 2024
Citigroup launches Citi Digital Bill, a paperless solution for trade receivables, reducing time and enhancing transparency for all parties.
Via
Benzinga
Bank Of America Unveils Longest Foreign Exchange Rate Guarantee
↗
October 21, 2024
Bank of America introduces longest FX rate tenor in industry, reducing currency risk and simplifying treasury management.
Via
Benzinga
Citigroup, Apollo Partner For $25B Private Credit Program, Expanding Corporate Lending Access
↗
September 26, 2024
Citigroup and Apollo Global Management have agreed to a $25 billion private credit and direct lending program, starting in North America and potentially expanding. This aims to enhance access and...
Via
Benzinga
Bank Of America's New Banking Account Helps Parents Teach Kids Money Management: Details
↗
September 26, 2024
Bank of America launches SafeBalance Family Banking, a new account for children under 16, with nationwide availability by December.
Via
Benzinga
Citigroup's China Plans Delayed by US Regulatory Issues: Report
↗
September 23, 2024
Citigroup's expansion plans in China have reportedly encountered a setback with U.S. regulators after the Federal Reserve imposed a penalty on the bank for issues related to data management and risk...
Via
Benzinga
Topics
Economy
Bank Of America Ramps Up Expansion: Over 165 New Financial Centers Set To Open Across 63 US Markets By 2026
↗
September 23, 2024
Bank of America to open more than 165 financial centers by end of 2026, including 40 this year. Expanding retail banking presence in Kentucky.
Via
Benzinga
Wells Fargo Launches New APIs To Boost Efficiency And Productivity: Details
↗
September 17, 2024
Wells Fargo launch specialized APIs for Commercial Banking clients, aiming to boost sales, cut costs and improve liquidity.
Via
Benzinga
Bank Of America Appoints Executives To Lead New Venture: Report
↗
September 17, 2024
Bank of America appointed two executives to spearhead a new initiative aimed at integrating investment banking with wealth management.
Via
Benzinga
Wells Fargo's Anti-Money Laundering Compliance: Analysts See Minimal Impact on Growth Despite Regulatory Hurdles
↗
September 13, 2024
Analysts weigh in on WFC's formal agreement with OCC to enhance AML and sanctions risk management practices.
Via
Benzinga
U.S. Bancorp Enhances Shareholder Returns With New Buyback And Dividend Hike: Details
↗
September 12, 2024
U.S. Bancorp shares are up in premarket after the company announced a $5 billion share repurchase program and a 2% increase in its quarterly dividend.
Via
Benzinga
Bank Of America CEO On Buffett's Share Retreat: 'I Don't Know What Exactly He Is Doing ... We Can't Ask'
↗
September 10, 2024
Bank of America CEO praises Warren Buffett as investor, but doesn't know why he's selling shares. Capital rule changes may affect lending.
Via
Benzinga
What's Going On With Bank Of America Stock On Tuesday?
↗
September 10, 2024
Bank of America stock is up premarket as the company announces a raise in its minimum hourly wage to $24, nearing its $25 target by 2025.
Via
Benzinga
Bank Of America Makes Largest-Ever Investments In Carbon Capture, Bets $205M On A Cleaner Planet: Report
↗
September 05, 2024
Bank of America reportedly invests $205 million for tax credits from ethanol producer Harvestone, supporting carbon capture and climate technology.
Via
Benzinga
Citigroup Alleges Ex-Managing Director's Firing Was About Performance, Not Whistleblowing: Report
↗
August 26, 2024
Citigroup responds to lawsuit by former managing director alleging wrongful termination due to performance; bank counters that performance issues were already under review.
Via
Benzinga
Topics
Lawsuit
What's Going On With Wells Fargo Stock Tuesday?
↗
August 20, 2024
Wells Fargo agreed to sell non-agency third-party servicing segment to Trimont for an undisclosed amount. Transaction expected to close in early 2025.
Via
Benzinga
Appeals Court Rejects Citigroup Whistleblower's Bid For Share In $400M Fine: Report
↗
August 07, 2024
Court rules Citigroup VP not entitled to share of $400M fine for risk management failures, citing lack of evidence and duty to fine.
Via
Benzinga
Topics
Whistleblower
What's Going On With Citigroup Shares Today?
↗
July 31, 2024
Citigroup repeatedly breached Fed rule on intercompany transactions, leading to liquidity reporting errors. Bank faces regulatory issues and fines.
Via
Benzinga
Topics
Economy
What's Going On With Bank Of America Shares Premarket Thursday?
↗
July 25, 2024
Bank of America raised dividend, authorized share buybacks. Q2 EPS beat estimates recently, stock up 30% in 12 months.
Via
Benzinga
Citigroup Pays $138K Fine For Reporting Errors: Report
↗
July 19, 2024
Citigroup agrees to settle claims for failing to report large options contract positions, paying $138,000 fine and $10,600 in related costs.
Via
Benzinga
Topics
Lawsuit
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