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home
about us
Investment Approach
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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
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
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TAF sm Program
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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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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
)
184.64
+0.64 (+0.35%)
Official Closing Price
Updated: 7:00 PM EDT, Mar 24, 2026
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All News about Capital One Financial
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Morgan Stanley Says These Could Be 2 of the Best Agentic AI Stocks to Buy Now
March 03, 2026
The premiere financial services firm expects these two payment giants to get a big boost from AI. But both are reportedly facing a big threat.
Via
Barchart.com
Topics
Artificial Intelligence
Credit Cards
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Capital One Financial Corporation - COF
March 03, 2026
From
Pomerantz LLP
Via
GlobeNewswire
Core Scientific Sells 1,900 Bitcoin In January, Plans To Sell More In First Quarter
↗
March 03, 2026
AI cloud company CoreWeave has contracts with Core Scientific to provide data center capacity.
Via
Stocktwits
Topics
Artificial Intelligence
Earnings
Q4 Earnings Highs And Lows: Capital One (NYSE:COF) Vs The Rest Of The Credit Card Stocks
March 02, 2026
Let’s dig into the relative performance of Capital One (NYSE:COF) and its peers as we unravel the now-completed Q4 credit card earnings season. Credit card c...
Via
StockStory
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Credit Cards
2 Cash-Heavy Stocks Worth Investigating and 1 We Brush Off
March 02, 2026
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Is PayPal Holdings Stock Underperforming the Dow?
March 02, 2026
PayPal Holdings has underperformed the Dow over the past year, and analysts remain cautious about the stock’s outlook.
Via
Barchart.com
Topics
Stocks
Why Synchrony Financial (SYF) Shares Are Trading Lower Today
February 27, 2026
Shares of consumer financial services company Synchrony Financial (NYSE:SYF) fell 7.1% in the afternoon session after investors grew concerned about the impact of artificial intelligence on employment,...
Via
StockStory
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Credit Cards
Economy
What's going on in today's session: S&P500 movers
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February 27, 2026
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Chartmill
Gapping S&P500 stocks in Friday's session
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February 27, 2026
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Discover the top S&P500 movers in Friday's pre-market session.
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February 27, 2026
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Wall Street’s Golden Age Returns: The 2026 M&A Resurgence and the Rise of the Mega-Deal
February 26, 2026
The global mergers and acquisitions (M&A) market has officially emerged from its prolonged hibernation, entering a record-breaking resurgence in early 2026. Following a blockbuster 2025 that saw deal...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Wall Street Ascendant: How the 2026 Regulatory Pivot and Earnings Surge are Powering a Financial Sector Renaissance
February 26, 2026
As the first quarter of 2026 unfolds, the U.S. financial sector has emerged as the unexpected engine of the domestic market, driven by a potent combination of resilient earnings and a seismic shift in...
Via
MarketMinute
Topics
Credit Cards
Economy
Discover the top S&P500 movers in Thursday's after-hours session.
↗
February 26, 2026
Via
Chartmill
Get Discount Celtic Woman 2026 Tickets – Online Deals with Promo Code CITY10 at CapitalCityTickets.com
February 25, 2026
Via
AB Newswire
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Capital One Financial Corporation - COF
February 24, 2026
From
Pomerantz LLP
Via
GlobeNewswire
The Great Bank Consolidation of 2026: Mike Mayo Signals a ‘Generational Restructuring’ of the Financial Sector
February 24, 2026
The opening weeks of 2026 have ushered in a transformative era for the American financial landscape, as a tidal wave of bank mergers and acquisitions (M&A) fundamentally redraws the map of the...
Via
MarketMinute
Topics
Artificial Intelligence
Fraud
The OBBBA 'Refund Ripple': How a Retroactive Tax Windfall is Fueling a 2026 Consumer Surge
February 24, 2026
NEW YORK — As the calendar turns to late February 2026, the American consumer is proving to be more resilient than many economists predicted just six months ago. The catalyst for this unexpected...
Via
MarketMinute
Topics
Credit Cards
Economy
The Super-Prime Moat: A Deep Dive into American Express (AXP) Amid Global Trade Volatility
February 24, 2026
As of February 24, 2026, American Express (NYSE: AXP) stands as a unique bellwether for the global economy. Long regarded as the gold standard for premium credit and travel services, the company finds...
Via
Finterra
Topics
Artificial Intelligence
Economy
Fraud
Stock Index Futures Mixed With Focus on Trump’s SOTU Address and U.S. Economic Data
February 24, 2026
March S&P 500 E-Mini futures (ESH26) are down -0.04%, and March Nasdaq 100 E-Mini futures (NQH26) are up +0.21% this morning as sentiment remains cautious following yesterday’s selloff on Wall Street...
Via
Barchart.com
Topics
Artificial Intelligence
Economy
Government
Capital One Slips As Private Credit Jitters Spread
↗
February 23, 2026
Capital One Financial shares are trading lower Monday afternoon as a wave of selling hit U.S. bank and asset-management shares on worries about private credit and AI-exposed lending.
Via
Benzinga
Meritage Homes’ First-Time Buyer Model Meets Higher Rates as Dendur Capital Exits
↗
February 21, 2026
Meritage Homes sits at the most rate-sensitive end of the housing market. After Dendur Capital exited its stake, attention now turns to whether first-time buyer demand can withstand today’s mortgage...
Via
The Motley Fool
2 Value Stocks to Target This Week and 1 Facing Headwinds
February 18, 2026
Value investing has produced some of the world’s most famous investing billionaires, including Warren Buffett, David Einhorn, and Seth Klarman, who built their fortunes by purchasing wonderful...
Via
StockStory
Topics
Credit Cards
Digital Banking 2.0: How Tech Protects Your Capital
February 17, 2026
Banking moves fast these days. Five years back, unlocking your phone with your face seemed like sci-fi stuff. Now it's boring, standard kit. Most banking operations in developed markets now take place...
Via
Visibility
Topics
Artificial Intelligence
Bonds
Fraud
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Capital One Financial Corporation - COF
February 17, 2026
From
Pomerantz LLP
Via
GlobeNewswire
The Great Sector Rotation: Tech Capital Flows into Cyclicals
February 17, 2026
As of mid-February 2026, a fundamental shift is reshaping the landscape of Wall Street. For nearly three years, the "AI supercycle" acted as an almost gravity-defying force, lifting technology...
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Economy
The White House Is Threatening Card Issuers Again. Time to Buy Bank Stocks?
↗
February 17, 2026
Financial stocks are down partly due to Trump's calls for a cap on card interest rates.
Via
The Motley Fool
Topics
Credit Cards
Economy
Government
The Car Lot: Tucson’s Auto Financing Destination
February 16, 2026
The Car Lot. Purchasing a car requires funds. And most of the time, buyers do not have enough to pay for the car in full. This happens even if they decide to purchase a used car for sale. This is where...
Via
Worldnewswire
5 Best Stocks to Buy in February
↗
February 15, 2026
All 5 stocks look like intriguing buys
Via
The Motley Fool
Topics
Artificial Intelligence
The Return of the Mega-Deal: How 2026’s Regulatory Pragmatism is Reshaping Corporate America
February 13, 2026
The U.S. mergers and acquisitions (M&A) landscape has entered a definitive new era in early 2026, marked by what analysts are calling a "Strategic Rebound." After years of aggressive antitrust...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
2 Large-Cap Stocks with Promising Prospects and 1 That Underwhelm
February 12, 2026
Large-cap stocks usually command their industries because they have the scale to drive market trends. The flip side though is that their sheer size can limit growth as expanding further becomes an...
Via
StockStory
Topics
Credit Cards
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