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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
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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
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Capital One Financial
(NY:
COF
)
253.25
-4.69 (-1.82%)
Official Closing Price
Updated: 6:30 PM EST, Jan 7, 2026
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Best Banks In Trust: Schwab Takes Top Honors For A Second Year
↗
September 20, 2024
Charles Schwab takes top honors again this year in IBD's survey of best banks by focusing on soundness, quality, prices and customer service.
Via
Investor's Business Daily
20 S&P 500 Stocks That Move The Most When The Fed Starts Cutting Interest Rates
↗
September 18, 2024
Investors are anticipating the first cut to the federal funds rate in over four years at the September FOMC meeting. The market is divided on the magnitude of the cut, which could trigger significant...
Via
Benzinga
Topics
Economy
Stocks
2 Top Stocks on My Watch List Right Now
↗
September 18, 2024
Here are two interesting opportunities for long-term investors.
Via
The Motley Fool
2 Magnificent S&P 500 Dividend Stocks Down 20% or More to Buy and Hold Forever
↗
September 18, 2024
These stocks are well off the highs and could be big winners in 2025 and beyond.
Via
The Motley Fool
Topics
Stocks
How Is The Market Feeling About Capital One Finl?
↗
September 16, 2024
Via
Benzinga
How Is The Market Feeling About Capital One Finl?
↗
August 02, 2024
Via
Benzinga
Not Paying Your Bills? Wall Street Worries That Too Many Credit Card Balances Are Turning Delinquent
↗
September 17, 2024
Credit card interest rates and auto loan delinquency rates are high. Bread Financial expects higher charge-off rates.
Via
Benzinga
Topics
Credit Cards
The Fed “Train” Is Leaving The Station: Destination Unknown
↗
September 16, 2024
The markets are pricing in the first rate cut in more than four years. As of this writing, it looks like we can expect a 50-basis-point cut on Wednesday, with a 50% probability of a 1.25% cut by...
Via
Talk Markets
Topics
Economy
If Fed Cuts Interest Rates, Credit Card APRs 'Are Still Going To Be High' For Now, Economist Says
↗
September 16, 2024
Cutting interest rates may help when it comes to savings, and CDs; And mortgage rates may drop, but not by much.
Via
Benzinga
Topics
Credit Cards
Economy
2 Warren Buffett Stocks That Are Screaming Buys Right Now
↗
September 11, 2024
Berkshire Hathaway owns dozens of stocks, but these two look like especially strong buys right now.
Via
The Motley Fool
10 Financials Stocks With Whale Alerts In Today's Session
↗
September 10, 2024
Via
Benzinga
3 Financial Stocks to Watch as Interest Rate Cuts Approach
September 10, 2024
Three stocks stand out as having more upside potential in the financial sector now that the Fed is looking to cut interest rates soon, Wall Street agrees
Via
MarketBeat
Topics
Economy
We Got More Signs Of A Weakening Economy - Here’s How To Play It
↗
September 05, 2024
We’re going to look at two key consumer finance companies, including CapitalOne Financial (COF), and how they’re stacking up against the Select Sector SPDR Consumer Discretionary ETF (XLY
Via
Talk Markets
Topics
ETFs
Economy
9 Financials Stocks Whale Activity In Today's Session
↗
September 02, 2024
Via
Benzinga
American Express vs. Mastercard: Which Is the Better Payments Stock to Buy?
↗
August 30, 2024
These payments stocks trade at very different valuations. Here's why.
Via
The Motley Fool
Goodway Group Welcomes Rick Watrall as New Chief Data and Analytics Officer
August 27, 2024
Watrall’s appointment accelerates Goodway Group’s tech stack buildout and AI deployment
Via
News Direct
Topics
Artificial Intelligence
Warren Buffett Sold 2.6 Million Shares of Capital One in Q2: Should Investors Be Concerned?
↗
August 23, 2024
Capital One has surged 56% since late October of last year. Is Berkshire's recent sale a warning sign for investors?
Via
The Motley Fool
Is Capital One Financial the Best Bank Stock for You?
↗
August 23, 2024
Capital One Financial is a unique player in the bank sector, which will make it a good stock for some and a terrible option for others.
Via
The Motley Fool
American Express Faces Growth Challenges, Synchrony and Capital One Emerge As Potential Alternatives: BofA Analyst
↗
August 21, 2024
Analyst downgrades American Express with $263 price target, citing limited upside due to challenging spending backdrop and premium valuation.
Via
Benzinga
It Isn't Just Apple: Warren Buffett Could Be Souring on This Other Megacap Stock
↗
August 20, 2024
Warren Buffett was a big net seller of stocks in the second quarter. But it's important not to overlook this move.
Via
The Motley Fool
Berkshire Hathaway's Latest Portfolio Moves: A Strategic Shuffle
August 19, 2024
Buffett's latest moves show strategic buys in new sectors like Consumer Retail and Aerospace and Defence and cautious cuts in Tech and Financials.
Via
MarketBeat
Warren Buffett Just Sold This Stock -- But I Think He's 100% Wrong
↗
August 19, 2024
We recently got a look at what stocks Berkshire Hathaway bought and sold in the second quarter. Here's a move I think Buffett and his team will regret.
Via
The Motley Fool
Here Are All 10 Stocks Warren Buffett Is Selling
↗
August 19, 2024
A record-setting quarter for stock sales means a lot of brand-name companies were sent to the chopping block by Warren Buffett and his investment team.
Via
The Motley Fool
Is Capital One Stock a Buy?
↗
August 17, 2024
With credit card charge-offs expected to peak, is now a good time to buy?
Via
The Motley Fool
Topics
Credit Cards
Warren Buffett’s Recent Stock Moves: Top Buys and Sells to Watch
August 16, 2024
Warren Buffett's latest moves all show a clear trend for a weaker dollar ahead, and this time three stocks lead the way into this view backed by Wall Street
Via
MarketBeat
Prediction: These Could Be the Next Big Stock Positions That Warren Buffett Sells
↗
August 16, 2024
Why these two companies could be the next big positions Berkshire Hathaway looks to sell.
Via
The Motley Fool
Warren Buffett Still Holds 400M Apple Shares, Reveals New Investments In Ulta Beauty And Heico — Elon Musk Calls Berkshire Hathaway's $277B Cash Reserves 'Wild'
↗
August 14, 2024
Warren Buffett, the legendary investor, has disclosed significant stock sales by Berkshire Hathaway Inc.in the second quarter, including a substantial reduction in its Apple Inc. holdings.
Via
Benzinga
3 More Stocks Warren Buffett Might Sell to Prep for a Market Crash
↗
August 12, 2024
Because the Oracle of Omaha has moved to a massive cash position, be watchful of other Warren Buffett stocks he may sell.
Via
InvestorPlace
American Express Stock Hit an All-Time High Recently: My Prediction for What Comes Next
↗
August 12, 2024
The credit card giant continues to win among younger shoppers.
Via
The Motley Fool
Topics
Credit Cards
When Things Go South at Capital One Financial, They Go South Fast
↗
August 04, 2024
The bank can make a lot of money when times are good, but when tough times come around, it can get ugly fast.
Via
The Motley Fool
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