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home
about us
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Team Biographies
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
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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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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
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Capital One Financial
(NY:
COF
)
189.48
-3.11 (-1.61%)
Official Closing Price
Updated: 7:00 PM EDT, May 8, 2026
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All News about Capital One Financial
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Capital One Financial, Amazon, Nvidia And More On CNBC's 'Final Trades'
↗
April 13, 2026
Analysts are optimistic about Capital One and its upcoming earnings report, while Amazon and Nvidia are top picks among experts.
Via
Benzinga
The Return of the Titan: Q1 2026 Sees Historic Surge in $10B+ Megadeals
April 10, 2026
The first quarter of 2026 has officially marked the end of the corporate "wait-and-see" era, as a historic wave of consolidation swept through the global markets. Following years of cautious...
Via
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Nashville Financial Advisor: Retirement Income Planning Services Expand
April 09, 2026
Via
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Credit at the Breaking Point: Rising Debt and Sticky Inflation Squeeze the American Consumer
April 07, 2026
The Federal Reserve’s latest G.19 Consumer Credit report, released on April 7, 2026, paints a stark picture of a "bifurcated" American economy. As total consumer debt climbs past the $5.1 trillion...
Via
MarketMinute
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What to Expect From Capital One’s Next Quarterly Earnings Report
April 07, 2026
Capital One Financial is set to report its first-quarter earnings this month, and analysts are expecting double-digit growth in its earnings.
Via
Barchart.com
Topics
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ETFs
MarketBeat Week in Review – 03/30 - 04/03
↗
April 04, 2026
The more things change, the more they stay the same. For investors, that means that the direction of stocks on any given day has been inversely correlated to the price of oil. And heading into a long...
Via
MarketBeat
The $35.3 Billion Capital One-Discover Merger: A New Era of Vertical Integration in U.S. Payments
April 03, 2026
The $35.3 billion acquisition of Discover Financial Services (NYSE: DFS) by Capital One Financial Corp. (NYSE: COF) stands as the most consequential banking consolidation of the post-2008 era....
Via
MarketMinute
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Investcorp Credit (ICMB) Earnings Call Transcript
↗
April 02, 2026
Investcorp Credit (ICMB) Earnings Call Transcript
Via
The Motley Fool
Topics
Earnings
The Giant’s Return: How the Capital One-Discover Merger Signaled the Great M&A Resurgence
April 02, 2026
The landscape of corporate America has shifted decisively over the past 24 months, marking the definitive return of the "megadeal." After a period of stagnation caused by high interest rates and...
Via
MarketMinute
Topics
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Economy
Chevrolet Stow Dealership Ron Marhofer Chevrolet Ends Payment Guessing Games with Real-Time Capital One Integration
April 02, 2026
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Press Release Distribution Service
Peapack Private Promotes Lisa Brandi to Senior Vice President, Treasury Management Sales
April 01, 2026
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
Via
NewMediaWire
Peapack Private Promotes Lisa Brandi to Senior Vice President, Treasury Management Sales
April 01, 2026
BEDMINSTER, NJ - April 1, 2026 (NEWMEDIAWIRE) - Peapack-Gladstone Financial Corporation (NASDAQ Global Select Market: PGC) and Peapack Private Bank & Trust are pleased to announce the promotion of Lisa...
Via
TheNewswire.com
The Great Rebound: US Megadeals Surge 319% as Corporate Consolidation Returns with a Vengeance
April 01, 2026
The first quarter of 2026 has signaled a definitive end to the "deal drought" that plagued the previous three years, as American corporations embark on an unprecedented wave of consolidation. Driven by...
Via
MarketMinute
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3 Financials Stocks with Exciting Potential
March 31, 2026
Financial providers use their expertise in capital allocation and risk assessment to help facilitate economic growth while offering consumers and businesses ...
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Can Capital One Prove Itself in 2026?
↗
March 29, 2026
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Best Bank Stocks to Buy Right Now for Long-Term Investors
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March 28, 2026
Bank of America and Capital One have significant growth catalysts.
Via
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The $1 Trillion Resurrection: Global M&A Hits Historic Milestone in Q1 2026 as Jefferies Eyes 'Strategic Renaissance'
March 27, 2026
The global mergers and acquisitions (M&A) market has roared back to life in the first quarter of 2026, shattering expectations and signaling a definitive end to the dealmaking drought of previous...
Via
MarketMinute
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Artificial Intelligence
Economy
Initial Public Offering
Yields of Steel: 10-Year Treasury Hits 4.41% as "Higher for Longer" Reality Rattles Markets
March 27, 2026
The US financial landscape has been jolted this week as the benchmark 10-year Treasury yield climbed and held firm at 4.41%, a level that signals a definitive end to the brief optimism of early 2026....
Via
MarketMinute
Topics
Bonds
Credit Cards
Economy
1 of Wall Street’s Favorite Stock with Competitive Advantages and 2 That Underwhelm
March 27, 2026
The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%. But investors should take these f...
Via
StockStory
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Credit Cards
Digging In on Airline, Data Center, and Fintech News
↗
March 26, 2026
Just when you think you have a handle on how a company will react to rising oil prices, Delta Air Lines goes and flips the idea on its head.
Via
The Motley Fool
Capital One’s $5.15 Billion Brex Acquisition: A New Era of AI-Driven B2B Dominance
March 24, 2026
In a move that fundamentally reshapes the landscape of corporate finance, Capital One Financial Corp. (NYSE: COF) has finalized its acquisition of Brex, the pioneer of modern corporate spend...
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
2 Growth Stocks with All-Star Potential and 1 That Underwhelm
March 24, 2026
Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market va...
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StockStory
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Credit Cards
Intellectual Property
Lazard, BGC, Voya Financial, Capital One, and Hamilton Lane Shares Skyrocket, What You Need To Know
March 23, 2026
What Happened? A number of stocks jumped in the afternoon session after reports revealed easing geopolitical tensions between the U.S. and Iran. The broader ...
Via
StockStory
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Government
A $175 Million Move Into Sotera Health Signals Potential Opportunity Amid 21% Stock Drop
↗
March 23, 2026
Sotera Health delivers sterilization and lab testing services to global medical and pharmaceutical supply chains.
Via
The Motley Fool
Gapping S&P500 stocks in Monday's session
↗
March 23, 2026
Via
Chartmill
Capital One Stock Gains After Judge Dismisses Trump Lawsuit
↗
March 23, 2026
Capital One Financial shares are up Monday after a judge dismissed a lawsuit against the company filed by President Trump and his business.
Via
Benzinga
Topics
Government
Lawsuit
The Federal Reserve Under Siege: Institutional Crisis Triggers Global 'Debasement Trade'
March 23, 2026
As of March 23, 2026, the foundational pillars of the American financial system are trembling. The long-standing independence of the Federal Reserve—a cornerstone of global market stability for over a...
Via
MarketMinute
Topics
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Death
Capital One Software Expands Databolt Capabilities to Address Growing Complexity of Enterprise Data Security
March 23, 2026
From
Capital One Software
Via
Business Wire
AI Doomsday: Why 1 Crashing Crypto Could Be a Once-in-a-Decade Buying Opportunity
↗
March 23, 2026
It's a valuable exercise thinking through what could happen as a new technology becomes adopted.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Workforce
This Investor Exited a $22 Million GRAIL Stake Before a 50% One-Day Stock Crash Last Month
↗
March 22, 2026
GRAIL, Inc. develops blood-based cancer detection technologies for healthcare providers and individuals seeking early screening solutions.
Via
The Motley Fool
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