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home
about us
Investment Approach
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Market Analysis Summary
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Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
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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
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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10 Financials Stocks With Whale Alerts In Today's Session
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August 18, 2025
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Mike Calvert Toyota Launches Expanded Financing Services, Empowering Houston Car Buyers with Greater Flexibility & Online Access
August 18, 2025
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CAPITAL ONE INVESTIGATION INITIATED by Former Louisiana Attorney General: Kahn Swick & Foti, LLC Investigates the Officers and Directors of Capital One Financial Corporation - COF
August 18, 2025
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Legendary Investor Stanley Druckenmiller Made Huge AI And Chipmaker Bets In Q2 — Here's What He Knows That You Don't
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August 18, 2025
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August 17, 2025
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August 15, 2025
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August 14, 2025
Eric Trump, the executive vice president of The Trump Organization, expressed his “love” for cryptocurrency on Wednesday, citing his personal experiences with debanking as a major factor.
Via
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UnitedHealth Stock Gets Fresh Fuel From Dividend Nod — Now Retail Traders Are Whispering About Warren Buffett Taking Stake
↗
August 14, 2025
Speculation over a potential Berkshire Hathaway stake, alongside big moves from notable institutional investors, has added to the momentum in UnitedHealth shares.
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August 13, 2025
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August 13, 2025
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What the Options Market Tells Us About Capital One Finl
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August 12, 2025
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August 11, 2025
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Berkshire Hathaway 13F Preview: Did Buffett Trim Apple—And Will The Mystery Stock Be Revealed?
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August 13, 2025
Warren Buffett has requested confidentiality in a new Berkshire Hathaway position. Will investors find out the stock Thursday?
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10 Financials Stocks Whale Activity In Today's Session
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August 08, 2025
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How Do Investors Really Feel About Capital One Finl?
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August 06, 2025
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Benzinga
Block Party and Big Swings
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August 06, 2025
With Block joining the S&P 500 and Figma debuting, investors may be wondering if they should be rising with the tide or fishing where others are not.
Via
The Motley Fool
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3 Sector ETFs Catching Fire After Earnings Beats
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August 06, 2025
Sector- or industry-specific funds can be a great way to lean toward a specific portion of the market likely to get a boost from strong earnings.
Via
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ETFs
Earnings
2 No-Brainer Warren Buffett Stocks to Buy Right Now
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August 06, 2025
There are some good values in Berkshire Hathaway's stock portfolio, but these two are standouts.
Via
The Motley Fool
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Consider This Bank ETF Before The Fed Cuts Rate This Fall
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August 04, 2025
The financials sector has been strong all year, and with interest rate cuts on the table later this year, investors looking for exposure can turn to this ETF.
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August 01, 2025
SoFi Technologies (NASDAQ: SOFI) delivered a robust performance in its second quarter of 2025, reporting record revenues, continued profitability, and impressive user growth. The fintech giant's strong...
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August 01, 2025
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Capital One Announces Quarterly Dividend
July 29, 2025
From
Capital One Financial Corporation
Via
Business Wire
Deep Dive Into Capital One Finl Stock: Analyst Perspectives (12 Ratings)
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July 28, 2025
Via
Benzinga
Capital One 360 Money Market Account Holders Have Opportunity to Join Improper Interest Investigation with the Schall Law Firm
July 28, 2025
From
The Schall Law Firm
Via
Business Wire
Citi Takes On AmEx Platinum, JPM's Chase Sapphire Reserve With Strata Elite Credit Card: Here's How They Stack Up
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July 27, 2025
The bank charges an annual membership fee of $595 for the card, which is lower than its rivals, and offers to unlock $1,500 in value if customers take advantage of the available benefits.
Via
Stocktwits
Topics
Credit Cards
Benzinga Bulls And Bears: T-Mobile, LendingTree, Molina Healthcare — And Trade Deal Optimism Boosts Markets
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July 26, 2025
Benzinga examined the prospects for many investors' favorite stocks over the last week — here's a look at some of our top stories.
Via
Benzinga
Mastercard Vs Visa Stock: Which Is The Better Investment Ahead Of Earnings?
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July 25, 2025
With Capital One recently reporting strong Q2 results, investors will be looking forward to Visa’s and Mastercard's quarterly reports next week on Tuesday, July 29, and Thursday, July 31,...
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3 No-Brainer Warren Buffett Stocks to Buy Right Now
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July 25, 2025
Several of Buffett's picks for Berkshire Hathaway would be strong choices for most other investors as well.
Via
The Motley Fool
Capital One 360 Money Market Account Holders Have Opportunity to Join Improper Interest Investigation with the Schall Law Firm
July 24, 2025
From
The Schall Law Firm
Via
Business Wire
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