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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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All News about Capital One Financial
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Fastenal Stock Bucks Thursday Selloff After Wolfe Research Upgrades, Retail Remains Bearish
↗
April 04, 2025
Wolfe Research analysts said Fastenal is positioned well in the current environment.
Via
Stocktwits
Topics
Government
World Trade
Capital One, Discover Financial In Focus After DOJ Reportedly Greenlights $35B Merger, Retail’s Bullish
↗
April 04, 2025
According to a Bloomberg report, the DOJ decision would allow the Federal Reserve and the Office of the Comptroller of the Currency to approve the deal.
Via
Stocktwits
Topics
Credit Cards
Economy
Government
Here's Why Capital One Stock Is Getting Crushed by Tariffs
↗
April 03, 2025
Via
The Motley Fool
Topics
Credit Cards
Economy
Government
COF: One Stock Superinvestors Are Dumping: Is It Time To Sell?
↗
April 03, 2025
Capital One is a leading financial services company best known for its credit card business, but it also offers a wide range of banking and lending products to consumers, small businesses, and...
Via
Talk Markets
Topics
Credit Cards
Stocks / Equities
Spotlight on Capital One Finl: Analyzing the Surge in Options Activity
↗
April 03, 2025
Via
Benzinga
A Glimpse Into The Expert Outlook On Capital One Finl Through 9 Analysts
↗
March 11, 2025
Via
Benzinga
Capital One Finl Unusual Options Activity
↗
March 10, 2025
Via
Benzinga
Stock Of The Day: Is The Move Higher In Discover Over?
↗
April 01, 2025
The move higher in the shares of Discover Financial Services (DFS) paused or maybe even ended at a former support level.
Via
Benzinga
Excelerate Energy Stock Falls After Pricing Upsized Stock Offering, Retail Stays Extremely Bullish
↗
April 01, 2025
The liquefied natural gas firm intends to use the net proceeds from the offering to fund its purchase of New Fortress Energy’s Jamaica assets.
Via
Stocktwits
Topics
Energy
Capital One, Discover Financial In Spotlight After Report Hints At Removal Of DOJ Hurdle To $35B Deal, Retail’s Bullish
↗
April 01, 2025
The recent report, published on March 28, said the Justice Department is refocusing on how the deal might affect borrowers without credit histories.
Via
Stocktwits
Topics
Credit Cards
Economy
Law Enforcement
Warren Buffett Sold These 12 Stocks Over the Past 6 Months: Should You Sell Them Too?
↗
March 31, 2025
Via
The Motley Fool
Topics
ETFs
Capital One Finl's Options Frenzy: What You Need to Know
↗
March 27, 2025
Via
Benzinga
Major Credit Card Provider Warns US Consumers Are Spending Less
↗
March 25, 2025
Synchrony Financial's chief credit officer told Reuters that most borrowers are repaying loans, but spending has dipped across income levels.
Via
Benzinga
Topics
Credit Cards
Tuesday's pre-market session: top gainers and losers in the S&P500 index
↗
March 25, 2025
Stay updated with the S&P500 stocks that are on the move in today's pre-market session.
Via
Chartmill
Capital One Financial Corporation to Webcast Conference Call on First Quarter 2025 Earnings
March 24, 2025
From
Capital One Financial Corporation
Via
Business Wire
Latha Ramamoorthy Appointed as Judge for 2025 Global Recognition Awards
March 24, 2025
Via
Press Release Distribution Service
Topics
Artificial Intelligence
Apple And MicroStrategy Are Among The Most Shorted Stocks
↗
March 21, 2025
Technology stocks were heavily shorted by hedge fund and alternative investment managers last month, according to Hazeltree, a financial data firm.
Via
Talk Markets
Topics
Stocks / Equities
New Homes in Richmond VA | Miller and Smith Expands Thoughtful Community Living
March 19, 2025
Via
AB Newswire
Stay informed with the top movers within the S&P500 index on Tuesday.
↗
March 18, 2025
Stay informed about the performance of the S&P500 index one hour before the close of the markets on Tuesday. Uncover the top gainers and losers in today's session for valuable insights.
Via
Chartmill
Tax Refunds Tick Up In 2025: Synchrony Financial, CapitalOne Affected
↗
March 18, 2025
Analyst notes increase in tax refunds, predicts more cash for consumers. Synchrony, Bread and Capital One most exposed to refund spending.
Via
Benzinga
Unpacking the Latest Options Trading Trends in Capital One Finl
↗
March 18, 2025
Via
Benzinga
Market Sell-Off: 2 Dirt Cheap Stocks That Just Got Even Cheaper
↗
March 18, 2025
Via
The Motley Fool
Discover Financial, Capital One Stocks Slip Over Reports Of DOJ’s Concerns On Pending Merger, Retail Looks For Clues
↗
March 18, 2025
According to a Bloomberg report, traders cited a story by The Capitol Forum as the reason for the stocks’ decline. The report said the Justice Department staff believed the deal would be...
Via
Stocktwits
Discover Financial Services Shares Are Down Today: What's Going On?
↗
March 17, 2025
Discover Financial Services Inc. (NYSE: DFS) shares are trading lower Monday as concerns over antitrust scrutiny weighed on the company's proposed merger with Capital One Financial.
Via
Benzinga
Stay informed with the top movers within the S&P500 index on Monday.
↗
March 17, 2025
Stay updated with the movement of S&P500 stocks in today's session. Discover which S&P500 stocks are making waves on Monday.
Via
Chartmill
Trump's CFPB Overhaul Leaves Consumers Exposed—Here's What It Means For Your Money
↗
March 17, 2025
Via
Benzinga
Topics
Government
Looking Into Capital One Finl's Recent Short Interest
↗
March 12, 2025
Via
Benzinga
Capital One Stock Gets An Evercore ISI Upgrade To ‘Outperform’ — But Retail’s On The Fence
↗
March 12, 2025
According to a CNBC report, Evercore analyst John Pancari noted that the stock’s valuation does not entirely discount the long-term upside to earnings and returns driven by the combined Capital...
Via
Stocktwits
This GE HealthCare Analyst Turns Bullish; Here Are Top 5 Upgrades For Tuesday
↗
March 11, 2025
Via
Benzinga
Chamath Palihapitiya Calls Proposed 10% Credit Card Interest Rate Cap 'Disruptive' As Trump, Sanders, And Lawmakers Push For Reform
↗
March 10, 2025
Chamath Palihapitiya believes a proposed 10% cap on credit card interest rates would significantly disrupt the financial services industry.
Via
Benzinga
Topics
Credit Cards
Government
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