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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
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
MARKET RESEARCH
Featured Quarterly Newsletter
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Capital One Financial
(NY:
COF
)
184.64
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EDT, Mar 24, 2026
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Navigating the Storm: Investment Strategies for an Unpredictable 2025
September 16, 2025
The financial landscape is bracing for a turbulent 2025, as expert consensus points towards a significant uptick in market volatility. This anticipated shift, driven by a complex interplay of global...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Climate Change
The Dual Economy: Cracks Emerge in Consumer Financial Health Amidst Rising Loan Delinquencies
September 15, 2025
The United States economy finds itself in a peculiar and increasingly divergent state, often dubbed a "two-speed economy" when it comes to consumer financial health. While headline economic indicators...
Via
MarketMinute
Topics
Credit Cards
Economy
Price Over Earnings Overview: Capital One Finl
↗
September 12, 2025
Via
Benzinga
Check Out What Whales Are Doing With COF
↗
August 25, 2025
Via
Benzinga
Looking At Capital One Finl's Recent Unusual Options Activity
↗
September 15, 2025
Via
Benzinga
Credit Card Stocks Q2 Highlights: Visa (NYSE:V)
September 14, 2025
Earnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let’s have a look at Visa (NYSE:V) and its peers.
Via
StockStory
Topics
Credit Cards
3 Companies Boosting Buybacks While Others Pull Back
↗
September 12, 2025
These 3 companies are bucking the buyback slowdown by rewarding investors with strong repurchases, dividends, and growth catalysts in 2025
Via
MarketBeat
What 12 Analyst Ratings Have To Say About Capital One Finl
↗
September 12, 2025
Via
Benzinga
Peapack Private Bank & Trust Expands Equipment Finance and Leasing Capabilities
September 12, 2025
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
Via
NewMediaWire
Peapack Private Bank & Trust Expands Equipment Finance and Leasing Capabilities
September 12, 2025
Via
TheNewswire.com
Capital One Savings Account Lawsuit: Everything You Need to Know
↗
September 11, 2025
Eligible for Capital One's $425 million settlement? Close your 360 Savings account by Oct. 2 for a bigger payout.
Via
The Motley Fool
Jamie Dimon's Protege Unveils $4 Billion FirstBank Deal In Bid To Build Trillion-Dollar Banking Giant
↗
September 11, 2025
PNC is making big moves with a $4 billion FirstBank purchase as CEO Bill Demchak pushes to grow the bank into a top player despite market challenges and changing regulations.
Via
Benzinga
Cost of Living Crisis Overtakes Health as America's Top Concern in 2025
September 10, 2025
2025 has marked a pivotal shift in the American psyche, as the pervasive and relentless rise in the cost of living has officially eclipsed health-related anxieties to become the nation's foremost...
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Economy
Amazon, Netflix, These Other Stocks Bear Watching As They Approach Buy Points
↗
September 06, 2025
All five stocks are near new highs as they climb back from pullbacks.
Via
Investor's Business Daily
Credit Card Stocks Q2 Earnings Review: Bread Financial (NYSE:BFH) Shines
September 04, 2025
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Bread Financial (NYSE:BFH) and...
Via
StockStory
Topics
Credit Cards
$100 Invested In This Stock 5 Years Ago Would Be Worth This Much Today
↗
September 04, 2025
Via
Benzinga
3 Dividend Stocks Perfect for Millennial Investors
↗
September 03, 2025
These names bring good lower-risk growth potential to the table, but also generate reliable -- and growing -- income in the meantime.
Via
The Motley Fool
Topics
Retirement
September Slump: 'September Effect' Amplifies Market Volatility as U.S. Indexes Retreat from August Gains
September 03, 2025
The U.S. stock market is navigating a turbulent start to September 2025, with major indexes experiencing notable declines after a strong August rally. This early-month pullback is being attributed to a...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
3 Reasons XRP Enthusiasts Should Still Be Cautious
↗
September 02, 2025
XRP's legal battles are finally over. Now it needs to deliver.
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
What's Driving the Market Sentiment Around Capital One Finl?
↗
September 01, 2025
Via
Benzinga
Q2 Credit Card Earnings: Capital One (NYSE:COF) Earns Top Marks
August 26, 2025
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Capital One (NYSE:COF) and the best and...
Via
StockStory
Topics
Credit Cards
Dan Loeb's Third Point Bets Big On AI, Tech With $442 Million Nvidia Stake—Exits Energy, Steel In Q2 Portfolio Overhaul
↗
August 26, 2025
Third Point's Q2 2025 13F: $442M NVIDIA stake, new tech bets like Meta, exits energy & steel. Full portfolio overhaul details.
Via
Benzinga
Topics
Artificial Intelligence
1 Reason to Sell COF and 1 Stock to Buy Instead
August 26, 2025
Capital One has followed the market’s trajectory closely, rising in tandem with the S&P 500 over the past six months. The stock has climbed by 12.4% to $221.09 per share while the index has gained...
Via
StockStory
Topics
Government
Stocks
World Trade
Is Capital One About to Create the Biggest Payment Network In America? Here's What Investors Need to Know.
↗
August 24, 2025
The recent acquisition of Discover is much more than the mere union of two competing credit card issuers.
Via
The Motley Fool
Topics
Credit Cards
Billionaire Warren Buffett Sold 41% of Berkshire's Stake in Bank of America and Is Piling Into an Industry Leader That's Gained Almost 47,000% Since Its IPO
↗
August 23, 2025
This lesser-known stock has been one of the stock market's best performers over the past couple of decades.
Via
The Motley Fool
Invesco, Capital One, Bread Financial, Piper Sandler, and Moelis Stocks Trade Up, What You Need To Know
August 22, 2025
A number of stocks jumped in the afternoon session after the major indices rebounded, as Fed Chair Jerome Powell delivered dovish remarks at the much-awaited Jackson Hole symposium. Powell suggested...
Via
StockStory
Topics
Credit Cards
Economy
3 Must-Know Facts About Visa Before You Buy the Stock
↗
August 22, 2025
Visa's critical position in the economy makes it worthy of closer consideration for investors' portfolios.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Capital One Financial Corp (NYSE:COF) Screened by Minervini Trend Template and High Growth Momentum
↗
August 20, 2025
Capital One (COF) stock is identified by a powerful screen combining strong technical uptrends with explosive fundamental growth, including 74.5% EPS growth.
Via
Chartmill
Mike Calvert Toyota Launches Expanded Financing Services, Empowering Houston Car Buyers with Greater Flexibility & Online Access
August 20, 2025
Via
Press Release Distribution Service
$1000 Invested In Capital One Finl 5 Years Ago Would Be Worth This Much Today
↗
August 19, 2025
Via
Benzinga
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