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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
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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Quarterly Performance Reports
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MVS Program
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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
MARKET RESEARCH
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Capital One Financial
(NY:
COF
)
187.50
+2.86 (+1.55%)
Streaming Delayed Price
Updated: 10:21 AM EDT, Mar 25, 2026
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Goodbye Nvidia, Hello Microsoft: Halvorsen's Big Q3 Hedge Fund Pivot
↗
November 17, 2025
Andreas Halvorsen of Viking Global Investors' portfolio Q3 changes included exits from Amazon, Nvidia and Qualcomm.
Via
Benzinga
Troluce Capital Advisors Unloads Over One Million NuScale Power Shares
↗
November 15, 2025
Troluce Capital Advisors Unloads Over One Million NuScale Power Shares
Via
The Motley Fool
Topics
Artificial Intelligence
Energy
Here's How Much You Would Have Made Owning Capital One Finl Stock In The Last 5 Years
↗
November 14, 2025
Via
Benzinga
Capital One Financial Stock Outlook: Is Wall Street Bullish or Bearish?
November 13, 2025
Capital One Financial has continued to outperform the broader market over the past year, and analysts remain strongly bullish on the stock’s prospects.
Via
Barchart.com
Topics
Credit Cards
ETFs
Market Jitters Persist as Wall Street Opens Lower Amidst Economic Headwinds and Geopolitical Tensions
November 13, 2025
Wall Street experienced a turbulent start to the trading day, opening lower as a complex web of market uncertainties continued to weigh heavily on investor sentiment. A confluence of factors, including...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Inflation's Enduring Grip: A Persistent Threat to Stock Market Performance and Investor Confidence
November 12, 2025
As of November 12, 2025, inflation continues to exert a significant, albeit nuanced, influence on the global economy, impacting stock markets and investor confidence. While there are some indications...
Via
MarketMinute
Topics
Bonds
Economy
Supply Chain
PCA Global Ventures to Host Dr. Jennifer Jones Bryant for Upcoming EmpowHER Global Women’s Forum
November 12, 2025
Via
AB Newswire
2 Reasons to Like COF (and 1 Not So Much)
November 11, 2025
Even though Capital One (currently trading at $220.50 per share) has gained 10.3% over the last six months, it has lagged the S&P 500’s 17.2% return during that period. This might have investors...
Via
StockStory
Topics
Credit Cards
Government
Stocks
Financials Sector Shines as Broader Market Rebounds on Government Shutdown Hopes
November 11, 2025
November 11, 2025, saw the S&P 500 Financials sector demonstrate a robust positive performance, mirroring a broader market rally fueled by burgeoning optimism. Investors largely cheered the impending...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Credit Cards
Unpacking Q3 Earnings: Mastercard (NYSE:MA) In The Context Of Other Credit Card Stocks
November 06, 2025
Wrapping up Q3 earnings, we look at the numbers and key takeaways for the credit card stocks, including Mastercard (NYSE:MA) and its peers.
Via
StockStory
Topics
Credit Cards
10 Financials Stocks Whale Activity In Today's Session
↗
November 06, 2025
Via
Benzinga
Capital One and UVA Engineering Forge $4.5 Million AI Research Alliance to Reshape FinTech Future
November 05, 2025
Charlottesville, VA – November 5, 2025 – In a landmark collaboration set to accelerate artificial intelligence innovation and talent development, the University of Virginia (UVA) School of Engineering...
Via
TokenRing AI
Topics
Artificial Intelligence
Fraud
Credit Card Stocks Q3 Results: Benchmarking Visa (NYSE:V)
November 04, 2025
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q3. Today, we are looking at credit card stocks, starting with Visa...
Via
StockStory
Topics
Credit Cards
Capital One Announces Quarterly Dividend
November 04, 2025
From
Capital One Financial Corporation
Via
Business Wire
Credit Card Stocks Q3 Results: Benchmarking Synchrony Financial (NYSE:SYF)
November 03, 2025
Let’s dig into the relative performance of Synchrony Financial (NYSE:SYF) and its peers as we unravel the now-completed Q3 credit card earnings season.
Via
StockStory
Topics
Credit Cards
3 Market-Beating Stocks with Exciting Potential
November 02, 2025
Companies that consistently increase their sales, margins, or returns on capital are usually rewarded with the best returns, and those that can do all three for years on end are almost always the...
Via
StockStory
Topics
Credit Cards
Here Are All 46 Stocks Warren Buffett Holds for Berkshire Hathaway's $313 Billion Portfolio
↗
November 03, 2025
Berkshire Hathaway's famous stock portfolio is the crown jewel of Buffett's career.
Via
The Motley Fool
Capital One Financial Corp (NYSE:COF): A Growth Speed and Technical Breakout Investment
↗
November 01, 2025
Discover Capital One Financial (COF), a stock with strong earnings growth and a positive technical setup, signaling a potential breakout investment opportunity.
Via
Chartmill
Capital One Roll-Off Will Soften Mastercard's Volume Growth Into 2026, Analyst Warns
↗
October 31, 2025
Mastercard (NYSE: MA) posted strong Q3 results, with solid consumer spending and global transaction growth, reaffirming its resilience.
Via
Benzinga
Mastercard Q3 2025 Earnings Call Transcript
↗
October 30, 2025
Mastercard Q3 2025 Earnings Call Transcript
Via
The Motley Fool
Topics
Earnings
Snowflake Stock Is on Fire—It’s Still Not Too Late to Buy
↗
October 30, 2025
Via
MarketBeat
Amazon AWS Is Down Again, Microsoft Azure Too
↗
October 29, 2025
Amazon's AWS and Microsoft Azure are both experiencing outages on Wednesday.
Via
Benzinga
If You Invested $100 In Capital One Finl Stock 5 Years Ago, You Would Have This Much Today
↗
October 29, 2025
Via
Benzinga
Capital One, Capital One Foundation, and Lever for Change Announce $25M Open Call to Expand Pathways to Homeownership
October 29, 2025
From
Capital One Financial Corporation
Via
Business Wire
Mastercard (MA) Reports Earnings Tomorrow: What To Expect
October 28, 2025
Global payments technology company Mastercard (NYSE:MA) will be reporting results this Thursday morning. Here’s what investors should know.
Via
StockStory
Topics
Artificial Intelligence
Credit Cards
Buyback Accelerators: 3 Stocks Boosting Capacity & Spending Speed
↗
October 28, 2025
Via
MarketBeat
Visa (V) To Report Earnings Tomorrow: Here Is What To Expect
October 26, 2025
Global payments technology company Visa (NYSE:V) will be reporting results this Tuesday after the bell. Here’s what to expect.
Via
StockStory
Topics
Artificial Intelligence
Credit Cards
Fed on the Brink: Cooler CPI Fuels Rate Cut Frenzy as Markets Brace for Easing
October 24, 2025
Washington D.C., October 24, 2025 – Financial markets are buzzing with anticipation today as the Federal Reserve prepares for its crucial meeting next week, October 28-29. The overwhelming sentiment...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
3 Regional Bank Stocks That Crushed Q3 Earnings
↗
October 24, 2025
Regional banking concerns were making headlines as earnings season began, but Q3 results have calmed the market, especially those from these 3 companies.
Via
MarketBeat
Topics
Fraud
Supply Chain
Warren Buffett Bets On Banks: How Much Has Oracle Of Omaha Made From Financial Stocks Since Q2?
↗
October 24, 2025
Warren Buffett is a big believer in financial stocks. A look at how much some of his top holdings in the sector have gained since Q2.
Via
Benzinga
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