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home
about us
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Firm ADV PDFs
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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
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contact us
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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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
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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
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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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Additional Information
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Market Value Securities (MVS sm) Presentation
Featured Event
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Investing During Uncertain Times
Read FULL Seminar Here
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Itau Unibanco Banco Holding SA American Depositary Shares (Each repstg 500
(NY:
ITUB
)
7.230
+0.070 (+0.98%)
Official Closing Price
Updated: 7:00 PM EST, Jan 2, 2026
Add to My Watchlist
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All News about Itau Unibanco Banco Holding SA American Depositary Shares (Each repstg 500
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Santander Brasil Signals Stability with Late 2025 JCP Payout Amid Shifting Tax Laws
December 23, 2025
In a final strategic move for the 2025 fiscal year, Banco Santander (Brasil) S.A. (NYSE: BSBR) announced on December 22, 2025, a significant distribution of Interest-on-Equity (JCP) to its...
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Earnings Scheduled For November 4, 2025
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November 04, 2025
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Earnings Scheduled For August 5, 2025
↗
August 05, 2025
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Earnings Scheduled For May 8, 2025
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May 08, 2025
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Itau Unibanco Holding Earnings Review: Q4 Summary
↗
February 05, 2025
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Earnings Scheduled For February 5, 2025
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February 05, 2025
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Itau Unibanco Holding: Q4 Earnings Insights
↗
February 05, 2024
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Itau Unibanco Holding's Earnings Outlook
↗
February 02, 2024
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Latin America Solidifies Position as World’s Fastest-Growing Crypto Market in 2025, Coinchange Report Reveals
October 28, 2025
Buenos Aires, Argentina – October 28, 2025 – Latin America has officially emerged as the global leader in cryptocurrency adoption and growth, a groundbreaking development highlighted in the recently...
Via
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Brazil's Digital Asset Conference Heralds a New Era of Institutional Digital Finance in Latin America
September 26, 2025
São Paulo, Brazil – The recently concluded Digital Assets Conference (DAC) 2025, held on September 22-23, 2025, in São Paulo, has solidified Latin America's position as a burgeoning hub for digital...
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How Is The Market Feeling About Itau Unibanco Holding?
↗
January 17, 2024
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Benzinga
Looking Into Itau Unibanco Holding's Recent Short Interest
↗
December 28, 2023
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Itau Unibanco Holding: Dividend Insights
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December 26, 2023
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Stock Market Today: Nu Holdings Rises on Analyst Optimism and Expansion Plans
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August 28, 2025
Nu Holdings gained ground as investors reacted to analyst upgrades and potential regional expansion opportunities.
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10 Financials Stocks Whale Activity In Today's Session
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August 19, 2025
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February 06, 2025
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(ITUB) - Analyzing Itau Unibanco Holding's Short Interest
↗
December 12, 2023
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Peering Into Itau Unibanco Holding's Recent Short Interest
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November 20, 2023
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Earnings Scheduled For November 6, 2023
↗
November 06, 2023
Companies Reporting Before The Bell • Kosmos Energy (NYSE:KOS) is expected to report quarterly earnings at $0.16 per share on revenue of $366.82 million.
Via
Benzinga
Reddit, Grab And Autodesk Are Among Top 11 Large-Cap Losers Last Week (Nov 25-Nov 29): Are The Others In Your Portfolio?
↗
December 01, 2024
11 worst performers last week: SYM (-25.83%), GRAB (-11.82%), RDDT (-10.97%), BBD (-10.88%), HTHT (-10.44%), VRT (-9.82%), ITUB (-8.53%), SBS (-8.40%), DELL (-8.16%), NTNX (-7.98%), ADSK (-7.98%)
Via
Benzinga
ITUB Stock Earnings: Itau Unibanco Holding Beats EPS, Beats Revenue for Q1 2024
↗
May 06, 2024
ITUB stock results show that Itau Unibanco Holding beat analyst estimates for earnings per share and beat on revenue for the first quarter of 2024.
Via
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3 Strong Buy Stocks Under $10: January 2024
↗
February 01, 2024
These are a few strong buy stocks under $10 for investors seeking strong returns among companies trading for cheap.
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7 Emerging Markets Stocks With Strong Growth Potential
↗
January 01, 2024
Emerging market stocks are a great way to diversify a portfolio that may be too focused on U.S.-based stocks. Here are seven to buy now.
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3 Stocks to Ride the Latin America Market Boom in 2024
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December 13, 2023
Thanks to these three companies, Latin America stocks could be the big winners in the emerging markets in 2024.
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A Preview Of Itau Unibanco Holding's Earnings
↗
November 03, 2023
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Benzinga
Peering Into Itau Unibanco Holding's Recent Short Interest
↗
October 23, 2023
Via
Benzinga
Earnings Scheduled For February 5, 2024
↗
February 05, 2024
Companies Reporting Before The Bell • NAPCO Security Techs (NASDAQ:NSSC) is estimated to report quarterly earnings at $0.26 per share on revenue of $43.92 million.
Via
Benzinga
3 Stocks That Help Drive Brazilian Equity's Outperformance Over US Equity In 2023
↗
December 13, 2023
While US equity stocks produced nice returns, the Brazil market did better. What ETF shows this best?
Via
Benzinga
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