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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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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
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
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Capital One Financial
(NY:
COF
)
247.93
+5.57 (+2.30%)
Official Closing Price
Updated: 7:00 PM EST, Jan 2, 2026
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Capital One Financial (COF) Q4 2024 Earnings Call Transcript
↗
January 21, 2025
COF earnings call for the period ending December 31, 2024.
Via
The Motley Fool
Topics
Earnings
Big Trading Day Ends With Q4 Earnings Beats: NFLX, UAL, COF
↗
January 21, 2025
Markets had a strong session on the first full day of President Trump’s second administration. Indexes have rocketed up from 2025 lows hit a week to a week and a half ago.
Via
Talk Markets
Topics
Government
Stocks / Equities
Capital One: Q4 Income Up, Revenue Down
↗
January 21, 2025
Capital One Financial handily beat earnings expectations but fell slightly short on revenue.
Via
The Motley Fool
Capital One Reports Fourth Quarter 2024 Net Income of $1.1 Billion, or $2.67 Per Share
January 21, 2025
From
Capital One Financial Corporation
Via
Business Wire
Small Caps Soar, Apple Slips, Treasury Yields Fall On Trump Day 2: What's Driving Markets Tuesday?
↗
January 21, 2025
Wall Street saw a strong preference for small and mid-cap equities, with the Russell 2000 index leading the market as investors bet on more domestic-friendly policies following Donald Trump's...
Via
Benzinga
Topics
Government
Price Over Earnings Overview: Capital One Finl
↗
January 08, 2025
Via
Benzinga
Capital One To Report Q4 Results: Here's What To Watch
↗
January 21, 2025
Capital One Financial is set to report its fourth-quarter financial results after Tuesday's closing bell. Here's a look at what investors will be watching when the financial services company reports.
Via
Benzinga
Earnings Scheduled For January 21, 2025
↗
January 21, 2025
Via
Benzinga
What Do Early Q4 Earnings Results Show?
↗
January 19, 2025
The banks and other Finance sector companies gave us a strong start to the Q4 earnings season.
Via
Talk Markets
Topics
Stocks / Equities
Breaking Down Capital One Finl: 11 Analysts Share Their Views
↗
January 03, 2025
Via
Benzinga
How Is The Market Feeling About Capital One Finl?
↗
December 11, 2024
Via
Benzinga
Critical Insights From Capital One Finl Analyst Ratings: What You Need To Know
↗
December 09, 2024
Via
Benzinga
3 No-Brainer Warren Buffett Stocks to Buy Right Now
↗
January 18, 2025
Via
The Motley Fool
What Do Early Q4 Earnings Results Show?
↗
January 18, 2025
The banks and other Finance sector companies gave us a strong start to the Q4 earnings season. However, we will see if this favorable trend continues this week as the Q4 reporting cycle really ramps...
Via
Talk Markets
Topics
Stocks / Equities
CFPB Sues Capital One Over Alleged $2 Billion In Lost Interest For Consumers
↗
January 14, 2025
CFPB sues Capital One, alleging deceptive practices that resulted in over $2 billion in lost interest for millions of consumers.
Via
Benzinga
Topics
Lawsuit
Regional Banks Can Thrive Despite Big Bank Dominance: Truist Securities Highlights Three Key Paths For Thriving Regional Banks
↗
January 08, 2025
Regional banks still have room to thrive, says Truist Securities in its note, highlighting three key paths for regional banks to succeed.
Via
Benzinga
Yield Curve Normalization, Cheap Valuation, EPS Growth To Boost Banks In 2025: Truist Initiates Coverage On These 14 Regional Names
↗
January 08, 2025
Truist Securities initiated coverage on 24 stocks anticipating earnings and loan growth, steeper yield curve, and ample capital for expansion.
Via
Benzinga
Topics
Economy
SoFi Tech Downgraded Over Valuation Concerns: Stock Priced Three Times Its Peers
↗
January 02, 2025
SoFi Technologies (NASDAQ:SOFI) has faced recent downgrades from analysts citing concerns over the company’s high valuation.
Via
Benzinga
Bernie Sanders Calls Trump's 10% Interest Rate Cap On Credit Card Debt A 'Great Idea' As Defaults Surge To Highest Levels Since 2008: Visa, Mastercard Stocks Fall In Premarket
↗
December 31, 2024
Bernie Sanders announced plans to introduce legislation supporting President-elect Donald Trump's proposal to cap credit card interest rates at 10%, as credit card defaults reach their highest levels...
Via
Benzinga
Topics
Credit Cards
Government
El-Erian Warns Of Hidden Crisis In 'Exceptional' US Economy As Lower Income Households Face 'Considerable' Challenges
↗
December 30, 2024
On Monday, Dec. 30, 2024. Economist Mohamed El-Erian highlights the "K economy," where U.S. economic success contrasts sharply with rising struggles for lower-income households amid surging credit card...
Via
Benzinga
Topics
Credit Cards
Economy
Mark Cuban Once Said Credit Card Users 'Don't Want To Be Rich.' Now, US Credit Card Defaults Have Skyrocketed To Highest Levels Since 2008 Financial Crisis
↗
December 30, 2024
U.S. credit card loan defaults have skyrocketed to levels unseen since the 2008 financial crisis. Credit card lenders wrote off a staggering $46 billion in seriously delinquent loan balances in the...
Via
Benzinga
Topics
Credit Cards
This $457 Billion Industry Is Set To Grow A Lot In The Next Four Years
↗
December 21, 2024
What you have to realize is that cars and trucks aren’t simple creations anymore. They’re vehicular computers that cost more and more money to make and maintain. Almost everything about them is...
Via
Talk Markets
These 3 Warren Buffett Dividend Stocks Have Trounced the Market This Year. Can They Do It Again in 2025?
↗
December 21, 2024
Via
The Motley Fool
Capital One Financial Corporation to Webcast Conference Call on Fourth Quarter 2024 Earnings
December 20, 2024
From
Capital One Financial Corporation
Via
Business Wire
Capital One Receives Approval of Delaware State Bank Commissioner for Acquisition of Discover Financial Services
December 19, 2024
From
Capital One
Via
Business Wire
Nancy Pelosi, Cathie Wood, Nvidia-Backed Databricks Waits To Go Public: 'Dumb To IPO' In Election Year
↗
December 18, 2024
Databricks was valued at $62 billion in a recent funding round. Here's why the company isn't in a hurry to have their IPO.
Via
Benzinga
Capital One and Discover Announce Special Meetings of Stockholders to Be Held on February 18, 2025
December 17, 2024
From
Capital One Financial Corporation
Via
Business Wire
The Smartest Bank Stock to Invest $500 In Right Now
↗
November 29, 2024
This bank could be a big winner in a lower-regulation environment.
Via
The Motley Fool
Billionaire Ken Griffin Is Buying These Warren Buffett Stocks Hand Over Fist. Should You?
↗
November 29, 2024
Via
The Motley Fool
Why Warren Buffett Is Selling: A Look at His Latest Market Moves
November 26, 2024
Warren Buffett has been reducing his exposure to stocks lately, focusing on the consumer discretionary end of the market for clear reasons.
Via
MarketBeat
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