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home
about us
Investment Approach
Client Service Approach
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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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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
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EVENTS
FIP
Event Schedule
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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
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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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US Consumer Debt Moves Toward Pre-COVID Levels: Economist Shares Top Takeaways
↗
January 01, 2024
Economist Jared Bernstein has recently discussed the state of consumer debt in the U.S., shedding light on its gradual return to pre-pandemic levels.
Via
Benzinga
Discover Financial Services Announces Fourth Quarter 2023 Earnings Release on January 17, 2024, and Conference Call on January 18, 2024
December 28, 2023
From
Discover Financial Services
Via
Business Wire
Looking Into Discover Finl's Recent Short Interest
↗
December 27, 2023
Via
Benzinga
If You Invested $100 In This Stock 15 Years Ago, You Would Have $1,200 Today
↗
December 26, 2023
Via
Benzinga
Coinbase CEO Warns Being Anti-Crypto Will Be A Bad Political Strategy In 2024
↗
December 20, 2023
Coinbase Global Inc. (NASDAQ: COIN) CEO Brian Armstrong posted a video revealing U.S.
Via
Benzinga
Citigroup Upgrades Discover Finl: Here's What You Need To Know
↗
December 20, 2023
Via
Benzinga
$100 Invested In Discover Finl 15 Years Ago Would Be Worth This Much Today
↗
December 12, 2023
Via
Benzinga
Kargo and Discover Expand Multicultural Content Amplifier Program to Provide Investment Infrastructure and Resources to Gold House, equalpride and PinkNews
December 13, 2023
Kargo Helps Brand Partner Discover Diversify Media Spend While Supporting Diverse Media Owners
From
Kargo
Via
GlobeNewswire
10 Financials Stocks Whale Activity In Today's Session
↗
December 12, 2023
Via
Benzinga
Discover Financial Services Appoints Michael G. Rhodes Chief Executive Officer and President
December 11, 2023
From
Discover Financial Services
Via
Business Wire
(DFS) - Analyzing Discover Finl's Short Interest
↗
December 11, 2023
Via
Benzinga
What 13 Analyst Ratings Have To Say About Discover Finl
↗
December 06, 2023
Via
Benzinga
Looking At Discover Finl's Recent Unusual Options Activity
↗
December 06, 2023
Via
Benzinga
Expert Ratings for Discover Finl
↗
November 16, 2023
Via
Benzinga
Haeggquist & Eck, LLP Investigates Claims on Behalf of Investors of Discover Financial Services (NYSE: DFS)
December 08, 2023
From
Haeggquist & Eck, LLP
Via
Business Wire
Discover Earns Top Score in Human Rights Campaign Foundation’s Corporate Equality Index Ten Years in a Row
December 05, 2023
From
Discover Financial Services
Via
Business Wire
Discover Stock Is Trading Higher Thursday: What's Going On?
↗
November 30, 2023
Discover Financial Services (NYSE: DFS) shares are trading higher Thursday after the company announced that it will explore the sale of the Discover Student
Via
Benzinga
Discover Financial Services (NYSE: DFS) Highlighted for Surprising Price Action
November 30, 2023
Via
Investor Brand Network
Topics
Credit Cards
Discover Financial Services to Explore Sale of Discover Student Loans Portfolio
November 29, 2023
From
Discover Financial Services
Via
Business Wire
Discover® Named a Best Place to Work for IT Professionals for Twentieth Year
November 27, 2023
From
Discover Financial Services
Via
Business Wire
3 Things You Need to Know If You Buy Block Today
↗
November 19, 2023
There's a lot to unpack with this successful financial services business.
Via
The Motley Fool
Discover Financial Services to Present at Goldman Sachs Financial Services Conference 2023
November 14, 2023
From
Discover Financial Services
Via
Business Wire
Americans are Saving More and Feeling Better About Finances, but Inflation Remains a Persistent Stressor
November 14, 2023
From
Discover Financial Services
Via
Business Wire
Is It Time to Buy Warren Buffett's Favorite Credit Card Company?
↗
November 14, 2023
American Express is one of Berkshire Hathaway's top holdings.
Via
The Motley Fool
Topics
Credit Cards
7 Must-Buy Stocks That Are on Ridiculous Discount Now
↗
November 13, 2023
With Wall Street still chasing after the usual suspects in the tech ecosystem, astute investors may wish to target stocks on sale.
Via
InvestorPlace
DFS ALERT: Bragar Eagel & Squire, P.C. is Investigating Discover Financial Services on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
November 08, 2023
From
Bragar Eagel & Squire
Via
GlobeNewswire
Credit Card Debt Sets A Grim Outlook For The Holidays
↗
November 08, 2023
In less than three years, Americans have added more than $300 billion in credit card debt, bringing the total near $1.3 trillion.
Via
Talk Markets
Topics
Credit Cards
"Reduce Excessive Credit Card Fees": Why Visa and Mastercard Investors Should Keep an Eye on Congress
↗
November 03, 2023
The Credit Card Competition Act promises to reduce credit card processing fees for merchants. Here's how it could affect major credit card processors.
Via
The Motley Fool
Topics
Credit Cards
Consumer Stress Is Taking a Toll on This Banking Stock. Is It Still a Buy?
↗
November 02, 2023
This consumer lender saw net charge-offs tick higher and surprised with its higher loan-loss provisions.
Via
The Motley Fool
NYSE:DFS Investor Alert: Deadline on October 31, 2023 in Lawsuit Against Discover Financial Services Coming Up
↗
October 31, 2023
San Diego, CA -- (SBWIRE) -- 10/31/2023 -- The Shareholders Foundation announced that a deadline is coming up on October 31, 2023 in the lawsuit filed for certain investors of Discover Financial...
Via
SBWire
Topics
Lawsuit
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