Menu
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
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 Buy Currently
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
Sample Portfolio
Sample Portfolio Analysis
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 sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
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
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Customers Bancorp, Inc Common Stock
(NY:
CUBI
)
74.50
+1.38 (+1.89%)
Official Closing Price
Updated: 7:00 PM EST, Jan 2, 2026
Add to My Watchlist
Quote
Overview
Detailed Quote
Charting
Historical Prices
News
Press Releases
Research
Quarterly Reports
Insider Filings
Other Filings
All News about Customers Bancorp, Inc Common Stock
< Previous
1
2
3
4
5
6
7
8
9
...
15
16
Next >
Regional Banks Stocks Q3 In Review: Old National Bank (NASDAQ:ONB) Vs Peers
January 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 look at how Old National Bank (NASDAQ:ONB)...
Via
StockStory
Regional Banks Stocks Q3 Highlights: NBT Bancorp (NASDAQ:NBTB)
December 31, 2025
Looking back on regional banks stocks’ Q3 earnings, we examine this quarter’s best and worst performers, including NBT Bancorp (NASDAQ:NBTB) and its peers.
Via
StockStory
Regional Banks Stocks Q3 In Review: SouthState (NYSE:SSB) Vs Peers
December 31, 2025
As the Q3 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the regional banks industry, including SouthState (NYSE:SSB) and its peers.
Via
StockStory
Q3 Earnings Outperformers: Coastal Financial (NASDAQ:CCB) And The Rest Of The Regional Banks Stocks
December 31, 2025
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 stocks fared in Q3, starting with Coastal...
Via
StockStory
1 Surging Stock to Target This Week and 2 We Find Risky
December 30, 2025
The stocks featured in this article have all approached their 52-week highs. When these price levels hit, it typically signals strong business execution, positive market sentiment, or significant...
Via
StockStory
Unpacking Q3 Earnings: First Horizon (NYSE:FHN) In The Context Of Other Regional Banks Stocks
December 30, 2025
As the Q3 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the regional banks industry, including First Horizon (NYSE:FHN) and its peers.
Via
StockStory
Q3 Rundown: First Citizens BancShares (NASDAQ:FCNCA) Vs Other Regional Banks Stocks
December 28, 2025
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at First Citizens BancShares (NASDAQ:FCNCA) and...
Via
StockStory
Regional Banks Stocks Q3 In Review: WSFS Financial (NASDAQ:WSFS) Vs Peers
December 28, 2025
Earnings results often indicate what direction a company will take in the months ahead. With Q3 behind us, let’s have a look at WSFS Financial (NASDAQ:WSFS) and its peers.
Via
StockStory
Regional Banks Stocks Q3 Highlights: Amalgamated Financial (NASDAQ:AMAL)
December 28, 2025
Wrapping up Q3 earnings, we look at the numbers and key takeaways for the regional banks stocks, including Amalgamated Financial (NASDAQ:AMAL) and its peers.
Via
StockStory
Regional Banks Stocks Q3 Recap: Benchmarking The Bancorp (NASDAQ:TBBK)
December 24, 2025
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at The Bancorp (NASDAQ:TBBK) and the best and...
Via
StockStory
Regional Banks Stocks Q3 Highlights: Stock Yards Bank (NASDAQ:SYBT)
December 24, 2025
As the Q3 earnings season wraps, let’s dig into this quarter’s best and worst performers in the regional banks industry, including Stock Yards Bank (NASDAQ:SYBT) and its peers.
Via
StockStory
Q3 Earnings Highs And Lows: UMB Financial (NASDAQ:UMBF) Vs The Rest Of The Regional Banks Stocks
December 24, 2025
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at UMB Financial (NASDAQ:UMBF) and the best and...
Via
StockStory
3 Market-Beating Stocks on Our Watchlist
December 23, 2025
The best-performing stocks typically have robust sales growth, increasing margins, and rising returns on capital, and those that can maintain this trifecta year in and year out often become the legends...
Via
StockStory
Q3 Rundown: M&T Bank (NYSE:MTB) Vs Other Regional Banks Stocks
December 23, 2025
Looking back on regional banks stocks’ Q3 earnings, we examine this quarter’s best and worst performers, including M&T Bank (NYSE:MTB) and its peers.
Via
StockStory
Regional Banks Stocks Q3 Recap: Benchmarking Simmons First National (NASDAQ:SFNC)
December 21, 2025
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 stocks fared in Q3, starting with Simmons...
Via
StockStory
Q3 Regional Banks Earnings Review: First Prize Goes to Customers Bancorp (NYSE:CUBI)
December 21, 2025
Earnings results often indicate what direction a company will take in the months ahead. With Q3 behind us, let’s have a look at Customers Bancorp (NYSE:CUBI) and its peers.
Via
StockStory
Q3 Rundown: Byline Bancorp (NYSE:BY) Vs Other Regional Banks Stocks
December 21, 2025
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Byline Bancorp (NYSE:BY) and the best and...
Via
StockStory
Q3 Earnings Roundup: Hope Bancorp (NASDAQ:HOPE) And The Rest Of The Regional Banks Segment
December 18, 2025
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Hope Bancorp (NASDAQ:HOPE) and the best and...
Via
StockStory
Unpacking Q3 Earnings: Zions Bancorporation (NASDAQ:ZION) In The Context Of Other Regional Banks Stocks
December 18, 2025
Looking back on regional banks stocks’ Q3 earnings, we examine this quarter’s best and worst performers, including Zions Bancorporation (NASDAQ:ZION) and its peers.
Via
StockStory
1 Russell 2000 Stock on Our Watchlist and 2 We Avoid
December 17, 2025
The Russell 2000 (^RUT) is home to many small-cap stocks, offering investors the chance to uncover hidden gems before the broader market catches on. However, these companies often come with higher...
Via
StockStory
Regional Banks Stocks Q3 In Review: Fifth Third Bancorp (NASDAQ:FITB) Vs Peers
December 16, 2025
Let’s dig into the relative performance of Fifth Third Bancorp (NASDAQ:FITB) and its peers as we unravel the now-completed Q3 regional banks earnings season.
Via
StockStory
Winners And Losers Of Q3: BOK Financial (NASDAQ:BOKF) Vs The Rest Of The Regional Banks Stocks
December 15, 2025
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q3. Today, we are looking at regional banks stocks, starting with BOK...
Via
StockStory
Q3 Earnings Highs And Lows: Seacoast Banking (NASDAQ:SBCF) Vs The Rest Of The Regional Banks Stocks
December 14, 2025
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 look at how Seacoast Banking (NASDAQ:SBCF)...
Via
StockStory
Regional Banks Stocks Q3 Teardown: City Holding (NASDAQ:CHCO) Vs The Rest
December 10, 2025
As the Q3 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the regional banks industry, including City Holding (NASDAQ:CHCO) and its peers.
Via
StockStory
Regional Banks Stocks Q3 Highlights: OceanFirst Financial (NASDAQ:OCFC)
December 10, 2025
Wrapping up Q3 earnings, we look at the numbers and key takeaways for the regional banks stocks, including OceanFirst Financial (NASDAQ:OCFC) and its peers.
Via
StockStory
Spotting Winners: Citizens Financial Group (NYSE:CFG) And Regional Banks Stocks In Q3
December 09, 2025
Earnings results often indicate what direction a company will take in the months ahead. With Q3 behind us, let’s have a look at Citizens Financial Group (NYSE:CFG) and its peers.
Via
StockStory
Q3 Earnings Highs And Lows: Banner Bank (NASDAQ:BANR) Vs The Rest Of The Regional Banks Stocks
December 08, 2025
As the Q3 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the regional banks industry, including Banner Bank (NASDAQ:BANR) and its peers.
Via
StockStory
Is Customers Bancorp Stock a Buy or Sell After Its CEO Dumped Over 7,000 Shares?
↗
December 08, 2025
This regional lender to small and mid-sized businesses just reported a notable insider sale, as shares notched a 22.8% annual return.
Via
The Motley Fool
Topics
Regulatory Compliance
Spotting Winners: OFG Bancorp (NYSE:OFG) And Regional Banks Stocks In Q3
December 07, 2025
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 stocks fared in Q3, starting with OFG Bancorp...
Via
StockStory
Regional Banks Stocks Q3 Results: Benchmarking QCR Holdings (NASDAQ:QCRH)
December 07, 2025
Earnings results often indicate what direction a company will take in the months ahead. With Q3 behind us, let’s have a look at QCR Holdings (NASDAQ:QCRH) and its peers.
Via
StockStory
< Previous
1
2
3
4
5
6
7
8
9
...
15
16
Next >
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.