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
Latest News about DFS
Recent news which mentions DFS
< Previous
1
2
3
4
5
6
7
8
9
...
17
18
Next >
Visa vs. American Express: Which Stock Is a Better Buy Today?
March 02, 2024
Tickers
AXP
DFS
MA
V
Tags
V
AXP
Recent Press Releases
From
Motley Fool
Is Visa Stock a Buy?
March 01, 2024
Tickers
AXP
DFS
FI
MA
Tags
DFS
MA
Market News
From
Motley Fool
$100 Invested In Discover Finl 15 Years Ago Would Be Worth This Much Today
February 29, 2024
Tickers
DFS
NEWS
Tags
Benzinga
Trading Ideas
Market News
From
Benzinga
3 Growth Stock Champions for Long-Term Gains
February 28, 2024
Tickers
COF
DFS
INTU
TOL
Tags
TOL
COF
Stocks to Buy
From
InvestorPlace
Buyout Boom: 3 Regional Bank Stock Bargains to Grab Before They’re Gone
February 28, 2024
Tickers
COF
DFS
NYCB
OZK
Tags
NYCB
Stocks to Buy
NYSE:NYCB,NYSE:COF,NYSE:DFS,NASDAQ:UBOH,NYSE:OZK
From
InvestorPlace
What Does the Capital One-Discover Deal Mean for Visa and Mastercard Investors?
February 26, 2024
Tickers
COF
DFS
MA
V
Tags
DFS
MA
Market News
From
Motley Fool
2 Warren Buffett Stocks to Buy Hand Over Fist and 1 to Avoid
February 25, 2024
Tickers
BAC
COF
DFS
OXY
Tags
Recent Press Releases
BAC
OXY
From
Motley Fool
Is Capital One Trying to Become the Next American Express?
February 24, 2024
Tickers
COF
DFS
Tags
COF
Recent Press Releases
DFS
From
Motley Fool
WMT Stock Alert: Senator Elizabeth Warren Takes Aim at Walmart’s Vizio Deal
February 23, 2024
Tickers
AMZN
COF
DFS
IRBT
Tags
AMZN
IRBT
NYSE:WMT,NYSE:VZIO,NASDAQ:AMZN,NYSE:COF,NYSE:DFS,NASDAQ:IRBT
From
InvestorPlace
Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet
February 23, 2024
Tickers
ADBE
COF
DFS
LULU
Tags
MA
Top Stories
ETFs
From
Benzinga
Navigating Discover's Merger With Capital One: Analyst Highlights Opportunities And Challenges Ahead
February 22, 2024
Tickers
COF
DFS
Tags
Benzinga
Equities
DFS
From
Benzinga
Investor Sentiment Falls Further; Fear & Greed Index In 'Greed' Zone
February 21, 2024
Tickers
ADI
AMT
COF
DFS
Tags
COF
News
ADI
From
Benzinga
Democrats Slam Capital One-Discover Merger: 'This Wall Street Deal Is Dangerous And Will Harm Working People'
February 21, 2024
Tickers
COF
DFS
NEWS
Tags
DFS
Jim Cramer
Benzinga
From
Benzinga
Wall Street Faces Selling Pressure, Nvidia Investors Pull Back Ahead Of Earnings, Fed Minutes: What's Driving Markets Tuesday?
February 20, 2024
Tickers
AMD
CNP
COF
CSGP
Tags
WLKP
Asset Sales
DFS
From
Benzinga
Why Fluor Shares Are Trading Lower By Around 8%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
February 20, 2024
Tickers
AGRI
ANTE
ARM
BCS
Tags
Market News
FLR
BTCY
From
Benzinga
Why Capital One-Discover Merger Is A Threat To Visa, Mastercard: Creation Of New Credit Card Giant
February 20, 2024
Tickers
AXP
COF
DFS
MA
Tags
Stories That Matter
AXP
big banks
From
Benzinga
Capital One Is Buying Discover. Here's Why It Could Create Big Growth Opportunities for Investors.
February 20, 2024
Tickers
AXP
COF
DFS
MA
Tags
Market News
MA
DFS
From
Motley Fool
Why Mastercard Stock Is Falling Today
February 20, 2024
Tickers
COF
DFS
MA
V
Tags
DFS
Market News
MA
From
Motley Fool
Why Discover Financial Is Charging Higher Today
February 20, 2024
Tickers
COF
DFS
Tags
COF
Recent Press Releases
DFS
From
Motley Fool
DFS Stock Alert: What to Know as Capital One Acquires Discover Financial
February 20, 2024
Tickers
AXP
COF
DFS
JBLU
Tags
NYSE:COF,NYSE:DFS,NYSE:MA,NYSE:V,NASDAQ:JBLU,NYSE:SAVE,NYSE:MSFT,NYSE:AXP
DFS
MA
From
InvestorPlace
Walmart Posts Upbeat Earnings, Joins Armstrong World Industries, Owens & Minor And Other Big Stocks Moving Higher On Tuesday
February 20, 2024
Tickers
AWI
BCS
COF
DFS
Tags
QRTEA
BCS
Market News
From
Benzinga
Why Discover Financial Services Shares Are Seeing Blue Skies Tuesday
February 20, 2024
Tickers
COF
DFS
NEWS
Tags
Guidance
M&A
COF
From
Benzinga
Nasdaq Down 1%; Capital One Set To Buy Discover
February 20, 2024
Tickers
AGRI
COF
DFS
HOLO
Tags
Benzinga
NNOX
Small Cap
From
Benzinga
Why Discover Financial Services Shares Are Trading Higher By Around 11%; Here Are 20 Stocks Moving Premarket
February 20, 2024
Tickers
AGMH
AGRI
COF
DDC
Tags
TIRX
Top Gainers
LICN
From
Benzinga
US Stocks Set For Weaker Open On Mixed Retail Earnings, But Analyst Shrugs Off Weakness As 'Scary Moments' In Great Years
February 20, 2024
Tickers
CHH
CHK
COP
CZR
Tags
TOL
EXPD
SPY
From
Benzinga
Capital One Financial To Acquire Discover, Joins SSR Mining And Other Big Stocks Moving Lower In Tuesday's Pre-Market Session
February 20, 2024
Tickers
BITF
CCCC
COF
DFS
Tags
big losers
TVGN
BITF
From
Benzinga
Jim Cramer Says Capital One's Stock 'May Actually Go Up' After $35.3B Discover Deal: Here's Why
February 19, 2024
Tickers
COF
DFS
NEWS
Tags
Markets
Richard Fairbank
Benzinga
From
Benzinga
Capital One Set To Acquire Discover In Landmark $35.3B Deal
February 19, 2024
Tickers
COF
DFS
MA
NEWS
Tags
V
Stories That Matter
M&A
From
Benzinga
Capital One Explores Potential Acquisition Of Discover In Strategic Credit Card Boost
February 19, 2024
Tickers
COF
DFS
NEWS
Tags
DFS
Benzinga
big banks
From
Benzinga
How Is The Market Feeling About Discover Finl?
February 14, 2024
Tickers
DFS
Tags
Trading Ideas
Short Sellers
Short Ideas
From
Benzinga
< Previous
1
2
3
4
5
6
7
8
9
...
17
18
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.