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home
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
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
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Quarterly Performance Reports
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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
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Event Schedule
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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
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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Comerica
(NY:
CMA
)
88.67
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Updated: 7:00 PM EST, Jan 30, 2026
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The Invisible Wall: How the Federal Reserve’s Application Backlog is Redefining the Regional Banking Landscape
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March 20, 2026
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Jackets for Jobs Hosts Smart & Sexy® Day Detroit for Women's History Month
March 18, 2026
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March 17, 2026
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Economic Brake Check: BEA Slashes Q4 2025 GDP Growth to 0.7% as Shutdown and Trade Woes Bite
March 16, 2026
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Stagflation Fears Reignite: Fed Paralyzed as Q4 GDP Slumps to 0.7% While Inflation Sticks at 2.8%
March 13, 2026
The American economy is currently sending a pair of deeply conflicting signals that have left both Wall Street and the Federal Reserve in a state of strategic paralysis. On March 13, 2026, the Bureau...
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The Stagflation Vise: Bond Markets Reel as Growth Stalls and Inflation Proves 'Sticky'
March 13, 2026
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The Stagflation Vise: How Weak GDP and Hot PCE Inflation Are Reshaping the 2026 Market
March 12, 2026
As of March 12, 2026, the U.S. financial landscape is grappling with a "stagflation" narrative that has fundamentally shifted market expectations for the year ahead. Recent data releases have presented...
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Billionaire Investor David Tepper Eliminated Nearly All of Appaloosa Management's Bank Stocks and Increased its Position in One of the World's Largest AI Memory Companies by 200%
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March 03, 2026
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Inflation Fears Reignite as January PPI Surge Shatters Early Rate Cut Hopes
March 02, 2026
The release of the January Producer Price Index (PPI) report has sent shockwaves through the financial markets, as wholesale inflation rose a staggering 0.5% for the month, significantly outpacing...
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The Great Bank Consolidation of 2026: Mike Mayo Signals a ‘Generational Restructuring’ of the Financial Sector
February 24, 2026
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Technical Tremor: Financial Sector Slumps as XLF Shatters Critical $50.90 Support
February 24, 2026
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The Great Consolidation: US Bank M&A Hits 7-Year High in 2026 as Regulatory Clouds Part
February 16, 2026
The United States banking sector has entered a transformative era of consolidation in early 2026, with merger and acquisition (M&A) activity reaching levels not seen since 2019. Driven by a "perfect...
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The Era of the Mega-Regional: Fifth Third Bancorp Finalizes $12.3 Billion Acquisition of Comerica
February 16, 2026
In a move that signals a seismic shift in the American banking landscape, Fifth Third Bancorp (Nasdaq: FITB) has officially completed its $12.3 billion acquisition of Comerica Incorporated (NYSE: CMA)....
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The Great Wealth Management Rout: AI "Agents" Spark Crisis of Confidence for Traditional Finance
February 13, 2026
NEW YORK — The long-anticipated "AI reckoning" for the financial services sector arrived with a vengeance this week, as a wave of selling hit traditional wealth managers and regional banks. Investors,...
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The Great Integration: Why 2026 is the Year of the Bank-Fintech Fire Sale
February 11, 2026
The financial services landscape of February 2026 has been defined by a ruthless "survival of the smartest," as the era of the fintech unicorn has officially given way to the era of the vertically...
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Santander’s $12.3 Billion Acquisition of Webster Financial: A Bold Gambit for U.S. Dominance
February 09, 2026
In a move that has sent shockwaves through the Atlantic banking corridor, Banco Santander (NYSE: SAN) announced on February 3, 2026, a definitive agreement to acquire Webster Financial Corporation...
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Is Wall Street Bullish or Bearish on Fifth Third Bancorp Stock?
February 03, 2026
Are Wall Street analysts bullish or bearish on Fifth Third Bancorp’s stock after its Comerica acquisition?
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The 5 Most Interesting Analyst Questions From Fifth Third Bancorp’s Q4 Earnings Call
January 27, 2026
Fifth Third Bancorp’s fourth quarter results were in line with Wall Street’s revenue expectations, with management attributing performance to higher net interest income, steady loan growth, and...
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StockStory
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Earnings
JPMorgan Chase Finishes 2025 as World’s Most Valuable Bank with Record Performance
January 23, 2026
As the final tallies for the 2025 fiscal year come into focus, JPMorgan Chase & Co. (NYSE: JPM) has solidified its status as the undisputed titan of global finance. Delivering a performance that...
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Stocks making big moves this week: Comerica, Corpay, ServisFirst Bancshares, Accenture, and Forestar Group
January 23, 2026
Check out the companies making headlines this week:
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Banking Titan Emerges: Fifth Third on Track to Finalize $10.9 Billion Acquisition of Comerica
January 22, 2026
In a move that signals a seismic shift in the American regional banking landscape, Fifth Third Bancorp (Nasdaq: FITB) has announced it is in the final stages of closing its acquisition of Comerica Inc....
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MarketMinute
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Lawsuit
Zions Bancorp Defies Regional Banking Volatility with Robust Q4 Earnings and Bullish 2026 Loan Outlook
January 21, 2026
As the financial sector grapples with renewed regulatory uncertainty and commercial real estate jitters, Zions Bancorporation (NASDAQ: ZION) has emerged as a beacon of stability and growth. On January...
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MarketMinute
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Fifth Third Bancorp Vaults Into Top-Tier Status as Comerica Merger Accelerates Toward February Close
January 21, 2026
Following a banner year defined by robust organic growth and a aggressive expansion strategy, Fifth Third Bancorp (Nasdaq: FITB) has confirmed it is on the cusp of a transformative milestone. In its...
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MarketMinute
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Comerica (CMA) Stock Is Up, What You Need To Know
January 21, 2026
Shares of financial services company Comerica (NYSE:CMA) jumped 3% in the afternoon session after the company reported fourth-quarter earnings that surpassed analyst expectations.
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FITB Q4 Deep Dive: Growth Momentum and Comerica Integration Take Center Stage
January 21, 2026
Regional banking company Fifth Third Bancorp (NASDAQ:FITB) met Wall Streets revenue expectations in Q4 CY2025, with sales up 5% year on year to $2.35 billion. Its non-GAAP profit of $1.08 per share was...
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Comerica (NYSE:CMA) Posts Better-Than-Expected Sales In Q4 CY2025
January 20, 2026
Financial services company Comerica (NYSE:CMA) announced better-than-expected revenue in Q4 CY2025, with sales up 3.3% year on year to $850 million. Its non-GAAP profit of $1.46 per share was 17% above...
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StockStory
The Rise of the Mega-Regional: Fifth Third’s $11 Billion Comerica Takeover Gets Final Green Light
January 16, 2026
In a move that signals a seismic shift in the American financial landscape, the Federal Reserve has officially granted final approval for Fifth Third Bancorp (Nasdaq: FITB) to acquire Comerica...
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The Great Regional Realignment: Massive Mergers Reshape the American Banking Landscape
January 16, 2026
The dawn of 2026 has ushered in a transformative era for the United States financial sector, marked by a historic wave of consolidation that is effectively dismantling the "middle class" of American...
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MarketMinute
Topics
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Bonds
Economy
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