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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
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Discover Financial Services
(NY:
DFS
)
200.05
UNCHANGED
Last Price
Updated: 7:00 PM EDT, May 16, 2025
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News About Overdraft Fees and Other Banking Notes
↗
January 22, 2024
We've also got an investor's look at Paycom.
Via
The Motley Fool
Tesla, Netflix, Intel Take Center Stage In Pivotal Q4 Earnings Week As S&P 500 Eyes Breaking New Highs
↗
January 22, 2024
According to Factset, the fourth-quarter earnings season has had a weak start, with the percentage of S&P 500 companies reporting positive earnings surprises below average.
Via
Benzinga
Topics
Stocks
Evaluating Discover Finl: Insights From 12 Financial Analysts
↗
January 19, 2024
Via
Benzinga
Why Discover Financial Services Stock Dropped Today
↗
January 18, 2024
Discover fell short of Wall Street's profit estimates to end 2023.
Via
The Motley Fool
Texas Instruments To Rally Around 17%? Here Are 10 Top Analyst Forecasts For Friday
↗
January 19, 2024
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.
Via
Benzinga
Discover Financial Analysts Cut Their Forecasts After Q4 Results
↗
January 19, 2024
Discover Financial Services (NYSE: DFS) reported a 62% plunge in its profit for the fourth quarter on Wednesday.
Via
Benzinga
Stock Market Rally Mixed As Yields Rise; Taiwan Semiconductor, Tesla In Focus: Weekly Review
↗
January 18, 2024
The major indexes were mixed this week. Taiwan Semi fueled chip gains.
Via
Investor's Business Daily
Discover Stock Is Moving Lower Thursday: What's Happening?
↗
January 18, 2024
Discover Financial Services shares are trading lower Thursday after the company reported fourth-quarter financial results.
Via
Benzinga
Discover Finl Earnings Preview
↗
January 16, 2024
Via
Benzinga
(DFS) - Analyzing Discover Finl's Short Interest
↗
January 12, 2024
Via
Benzinga
$1000 Invested In This Stock 15 Years Ago Would Be Worth $13,000 Today
↗
January 09, 2024
Via
Benzinga
Unveiling 16 Analyst Insights On Discover Finl
↗
January 03, 2024
Via
Benzinga
AI Drives Tech Rebound, Oil Soars, Bitcoin Tumbles: What's Driving Markets Thursday?
↗
January 18, 2024
During midday Thursday trading in New York, U.S. stocks displayed mixed performance, with the technology sector outperforming others as investors maintained a bullish outlook on artificial...
Via
Benzinga
Topics
Artificial Intelligence
Why M.D.C. Holdings Shares Are Trading Higher By Around 17%; Here Are 20 Stocks Moving Premarket
↗
January 18, 2024
Shares of M.D.C. Holdings, Inc. (NYSE: MDC) rose sharply in today’s pre-market trading. Sekisui House, Ltd. and M.D.C. Holdings announced an agreement pursuant to which a wholly-owned subsidiary of...
Via
Benzinga
Why KeyCorp Shares Are Trading Lower By Over 5%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
↗
January 18, 2024
Shares of KeyCorp (NYSE: KEY) moved lower during Thursday’s session after the company reported fourth-quarter financial results. Revenues of $1.538 billion, down 19.0% Y/Y, slightly topped the...
Via
Benzinga
Nasdaq Futures Surge As TSMC Sets Positive Tone To Tech Earnings Season: Analyst Cautions New Bull Market Needs 'Heavier Lifting'
↗
January 18, 2024
As traders enter the session, reactions to economic data on jobless claims, regional manufacturing activity, and housing starts are anticipated.
Via
Benzinga
Discover Financial Posts Lower Q4 Profit, Joins Plug Power And Other Big Stocks Moving Lower In Thursday's Pre-Market Session
↗
January 18, 2024
U.S. stock futures were mixed this morning, with the Nasdaq futures gaining around 50 points on Thursday.
Via
Benzinga
Fastenal, M&T Bank And 3 Stocks To Watch Heading Into Thursday
↗
January 18, 2024
With U.S. stock futures trading mixed this morning on Thursday, some of the stocks that may grab investor focus today are as follows:
Via
Benzinga
Markets Slide On Mostly Positive Earnings, Economic Data
↗
January 17, 2024
Markets continue their slide this Hump Day, with a new Beige Book this afternoon demonstrating mild strength in most areas and modest declines in others
Via
Talk Markets
PayPal, Spirit Airlines, Discover Financial, TSMC, Tesla: Why These 5 Stocks Are On Investors' Radars Today
↗
January 17, 2024
U.S. stocks were in the red at the end of trading on Wednesday. The Dow Jones Industrial Average finished 0.25% lower at 37,266.67.
Via
Benzinga
Topics
Stocks
Why Discover Stock Slipped After-Hours
↗
January 17, 2024
Discover Financial Services (NYSE: DFS) shares are trading lower in Wednesday's after-hours session after the company reported its fourth-quart
Via
Benzinga
Discover Financial Services Reports Fourth Quarter 2023 Net Income of $388 Million or $1.54 Per Diluted Share and Full Year Net Income of $2.9 Billion or $11.26 Per Diluted Share
January 17, 2024
From
Discover Financial Services
Via
Business Wire
10 Financials Stocks Whale Activity In Today's Session
↗
January 17, 2024
Via
Benzinga
Discover Financial Gears Up For Q4 Print; Here's A Look At Recent Price Target Changes By The Most Accurate Analysts
↗
January 17, 2024
Discover Financial Services (NYSE: DFS) is expected to release earnings results for its fourth quarter, after the closing bell on Jan. 17, 2023.
Via
Benzinga
US Stocks Set To Open In Red On Rate Worries Ahead Of Fed Speeches, Data: Analyst Pins Q4 Earnings Hopes On 'Magnificent 7' And Margins
↗
January 17, 2024
Global cues may also weigh in, as Asian stocks saw a decline in response to fourth-quarter China GDP data.
Via
Benzinga
Topics
Economy
Earnings Scheduled For January 17, 2024
↗
January 17, 2024
Companies Reporting Before The Bell • Charles Schwab (NYSE:SCHW) is likely to report quarterly earnings at $0.64 per share on revenue of $4.48 billion.
Via
Benzinga
U.S. Bancorp, Charles Schwab And 3 Stocks To Watch Heading Into Wednesday
↗
January 17, 2024
With U.S. stock futures trading lower this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:
Via
Benzinga
Investor Sentiment Eases Further As Treasury Yields Edge Higher; Dow Tumbles Over 200 Points
↗
January 17, 2024
The CNN Money Fear and Greed index showed further easing in overall market sentiment, but the index remained in the "Greed" zone on Tuesday. U.S. stocks closed lower on Tuesday amid an increase in bond...
Via
Benzinga
Topics
Bonds
Stocks
Goldman, Morgan Stanley, Alcoa On Tap This Week As Q4 Earnings Picks Up Pace: Fund Manager Tells Why 2024 Guidance Is 'Much More Important'
↗
January 16, 2024
As of now, 6% of S&P 500 companies have reported earnings. According to FactSet's latest weekly Earnings Insight report, 76% of them reported positive earnings surprises.
Via
Benzinga
Topics
Stocks
3 Reliable Dividend Stocks to Ring in the New Year
↗
January 09, 2024
With the cloud of uncertainty still hanging over 2024, investors may feel more confidence with these reliable dividend stocks.
Via
InvestorPlace
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