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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
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M&T Bank
(NY:
MTB
)
246.29
-0.71 (-0.29%)
Official Closing Price
Updated: 7:00 PM EDT, Jul 31, 2026
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Is M&T Bank a Buy After Its Second-Quarter Beat?
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July 20, 2026
M&T Bank's earnings came in better than analysts expected.
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M&T Bank Reports Q2 2026 Results: Full Earnings Call Transcript
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July 17, 2026
M&T Bank (NYSE:MTB) held its second-quarter earnings conference call on Wednesday. Below is the complete transcript from the call. This content is powered by Benzinga APIs. For comprehensive financial...
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M&T Bank Analysts Increase Their Forecasts After Strong Q2 Results
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July 16, 2026
M&T Bank Corp (NYSE:MTB) reported higher earnings and sales in Q2, leading to a 2.8% stock price increase. Analysts raised price targets for MTB.
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M&T Bank (MTB) Q2 2026 Earnings Call Transcript
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July 15, 2026
Record EPS and strongest loan growth since 2012 drive earnings beat.
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M&T Bank Q2 Earnings Call Highlights
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July 15, 2026
M&T Bank (NYSE:MTB) reported a stronger second quarter of 2026, with Chief Financial Officer Daryl Bible telling analysts that the bank posted the highest quarterly diluted earnings per share in its...
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M&T Bank’s (NYSE:MTB) Q2 CY2026 Sales Top Estimates
July 15, 2026
Regional banking company M&T Bank (NYSE:MTB) beat Wall Street’s revenue expectations in Q2 CY2026, with sales up 5.5% year on year to $2.53 billion. Its non-...
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M&T Bank (MTB) Q2 Earnings: What To Expect
July 13, 2026
Regional banking company M&T Bank (NYSE:MTB) will be reporting earnings this Wednesday before the bell. Here’s what investors should know. M&T Bank beat anal...
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M&T Bank Likely To Report Higher Q2 Earnings; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
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July 07, 2026
M&T Bank (NYSE: MTB) to release Q2 earnings report on July 15, expected earnings of $4.67/share. Latest analyst ratings show mixed outlook.
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M&T Bank (MTB): Buy, Sell, or Hold Post Q1 Earnings?
July 07, 2026
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Q1 Earnings Highlights: M&T Bank (NYSE:MTB) Vs The Rest Of The Regional Banks Stocks
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April 22, 2026
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MTB Q1 Deep Dive: Balanced Loan Growth, Fee Momentum, and Disciplined Capital Moves
April 16, 2026
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M&T Bank (MTB) Q1 2026 Earnings Call Transcript
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April 15, 2026
M&T Bank (MTB) Q1 2026 Earnings Call Transcript
Via
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M&T Bank’s (NYSE:MTB) Q1 CY2026 Earnings Results: Revenue In Line With Expectations
April 15, 2026
Regional banking company M&T Bank (NYSE:MTB) met Wall Street’s revenue expectations in Q1 CY2026, with sales up 5.7% year on year to $2.44 billion. Its non-G...
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M&T Bank Earnings: What To Look For From MTB
April 13, 2026
Regional banking company M&T Bank (NYSE:MTB) will be reporting earnings this Wednesday before market open. Here’s what investors should know. M&T Bank met an...
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Top Wall Street Forecasters Revamp M&T Bank Expectations Ahead Of Q1 Earnings
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April 13, 2026
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Regional Banks Stocks Q4 Results: Benchmarking M&T Bank (NYSE:MTB)
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