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about us
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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
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Tamar Advisors
Own Your Practice
Letter to Clients
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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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TAV Program
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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
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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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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Zions Bancorp
(NQ:
ZION
)
67.78
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EDT, Aug 28, 2026
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All News about Zions Bancorp
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3 Inflated Stocks with Open Questions
August 11, 2026
The stocks in this article are all trading near their 52-week highs. This strength often reflects positive developments such as new product launches, favorab...
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Zions Bancorp (NASDAQ:ZION) Shows High Growth Momentum and Breakout Setup
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July 29, 2026
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Zions Bancorp Analysts Increase Their Forecasts After Better-Than-Expected Q2 Earnings
↗
July 21, 2026
Zions Bancorp (NASDAQ:ZION) reported strong Q2 earnings, beating analyst estimates. Share price fell 3.9%. Analysts raised price targets.
Via
Benzinga
Zions Bancorporation, N.A. Q2 Earnings Call Highlights
↗
July 20, 2026
Zions Bancorporation, N.A. (NASDAQ:ZION) reported sharply higher second-quarter 2026 earnings, helped by one-time gains, while management pointed to steady net interest margin, modest loan growth,...
Via
MarketBeat
Topics
Earnings
Transcript: Zions Bancorp Q2 2026 Earnings Conference Call
↗
July 20, 2026
Zions Bancorp (NASDAQ:ZION) released second-quarter financial results and hosted an earnings call on Monday. Read the complete transcript below. This transcript is brought to you by Benzinga APIs. For...
Via
Benzinga
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Zions Bancorp (NASDAQ:ZION) Misses Q2 2026 Estimates, Stock Falls on Earnings and Revenue Shortfall
↗
July 20, 2026
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Zions Bancorp NA (NASDAQ:ZION) Scores Perfect 9/10 in Both Technical Trend and Breakout Setup
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May 07, 2026
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ZIONS BANCORP NA (NASDAQ:ZION) Reports Mixed Q1 2026 Results with Earnings Beat and Revenue Miss
↗
April 20, 2026
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Earnings
Zions Bancorporation (NASDAQ:ZION) Delivers Impressive Q2 CY2026
July 20, 2026
Regional banking company Zions Bancorporation (NASDAQ:ZION) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 35.8% year ...
Via
StockStory
Zions Bancorporation Earnings: What To Look For From ZION
July 18, 2026
Regional banking company Zions Bancorporation (NASDAQ:ZION) will be announcing earnings results this Monday afternoon. Here’s what to expect. Zions Bancorpor...
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Zions Bancorp Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
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July 17, 2026
Zions Bancorporation (NASDAQ: ZION) will report Q2 earnings on July 20, expected to show increase in revenue and EPS. Analysts have mostly positive outlook.
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June 22, 2026
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June 12, 2026
Wall Street’s bearish price targets for the stocks in this article signal serious concerns. Such forecasts are uncommon in an industry where maintaining cord...
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A Look Back at Regional Banks Stocks’ Q1 Earnings: Zions Bancorporation (NASDAQ:ZION) Vs The Rest Of The Pack
May 25, 2026
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how regional banks st...
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3 Small-Cap Stocks That Concern Us
May 22, 2026
Small-cap stocks can be incredibly lucrative investments because their lack of analyst coverage leads to frequent mispricings. However, these businesses (and...
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3 Reasons to Sell ZION and 1 Stock to Buy Instead
May 21, 2026
Zions Bancorporation’s 18.3% return over the past six months has outpaced the S&P 500 by 7%, and its stock price has climbed to $61.68 per share. This perfor...
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2 Momentum Stocks to Target This Week and 1 We Question
April 28, 2026
Each stock in this article is trading near its 52-week high. These elevated prices usually indicate some degree of investor confidence, business improvements...
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The Top 5 Analyst Questions From Zions Bancorporation’s Q1 Earnings Call
April 27, 2026
Zions Bancorporation reported year-over-year improvements in revenue and profitability for Q1, buoyed by strong performance in its capital markets division a...
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April 22, 2026
Wall Street’s bearish price targets for the stocks in this article signal serious concerns. Such forecasts are uncommon in an industry where maintaining cord...
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Zions (ZION) Q1 2026 Earnings Call Transcript
↗
April 21, 2026
Zions (ZION) Q1 2026 Earnings Call Transcript
Via
The Motley Fool
Topics
Earnings
ZION Q1 Deep Dive: Fee Income Expansion and Deposit Growth Shape Outlook
April 21, 2026
Regional banking company Zions Bancorporation (NASDAQ:ZION) met Wall Street’s revenue expectations in Q1 CY2026, with sales up 7.4% year on year to $859 mill...
Via
StockStory
Zions Bancorporation (NASDAQ:ZION) Misses Q1 CY2026 Revenue Estimates
April 20, 2026
Regional banking company Zions Bancorporation (NASDAQ:ZION) fell short of the market’s revenue expectations in Q1 CY2026, but sales rose 6.1% year on year to...
Via
StockStory
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Credit Cards
Zions (ZION) Q1 2025 Earnings Transcript
↗
April 20, 2026
Zions (ZION) Q1 2025 Earnings Transcript
Via
The Motley Fool
Zions Bancorporation (ZION) Reports Earnings Tomorrow: What To Expect
April 18, 2026
Regional banking company Zions Bancorporation (NASDAQ:ZION) will be reporting earnings this Monday after market hours. Here’s what investors should know. Zio...
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StockStory
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Artificial Intelligence
US Inflation Stabilizes at 2.1% as Economy Defies Gravity; Fed Eyes Late-2026 Pivot
April 02, 2026
Fresh macroeconomic data released this morning, April 2, 2026, confirms that the long-awaited stabilization of the U.S. economy has finally arrived. Headline inflation cooled to 2.1% in March, a figure...
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Unpacking Q4 Earnings: Zions Bancorporation (NASDAQ:ZION) In The Context Of Other Regional Banks Stocks
April 01, 2026
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a...
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California Banking Powerhouse Emerges: Shareholders Greenlight CVB Financial and Heritage Commerce Merger
March 30, 2026
In a move that signals a definitive end to the post-2023 regional banking malaise, shareholders have officially approved the merger between CVB Financial Corp. (NASDAQ: CVBF) and Heritage Commerce Corp...
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Main Street’s Revenge: The Great Rotation of 2026 Rewrites Market History
March 26, 2026
The financial landscape of 2026 has been defined by a singular, tectonic shift that few predicted would be this absolute: the definitive end of the mega-cap tech era and the roaring resurgence of the...
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Zions Bancorporation Targets Multifamily Growth with Strategic Acquisition of Basis Investment Group’s Agency Lending Business
March 26, 2026
In a move designed to fortify its position in the competitive commercial real estate landscape, Zions Bancorporation (NASDAQ:ZION) announced on March 23, 2026, that it has entered into a definitive...
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1 Bank Stock Worth Your Attention and 2 We Question
March 19, 2026
Banks use their capital and expertise to help businesses grow while offering consumers essential financial products like mortgages and credit cards. But conc...
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