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Preferred Custodian Settlement
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Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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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
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Discover Financial Services
(NY:
DFS
)
200.05
UNCHANGED
Last Price
Updated: 7:00 PM EDT, May 16, 2025
Add to My Watchlist
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All News about Discover Financial Services
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Before You Buy Capital One, Here's a Bank Stock I'd Buy First
↗
May 29, 2023
This bank has been a better long-term performer.
Via
The Motley Fool
Discover Financial Services to Present at the Morgan Stanley US Financials, Payments & CRE Conference
May 24, 2023
From
Discover Financial Services
Via
Business Wire
$100 Invested In Discover Finl 15 Years Ago Would Be Worth This Much Today
↗
May 24, 2023
Via
Benzinga
10 Financials Stocks Whale Activity In Today's Session
↗
May 19, 2023
Via
Benzinga
(DFS) - Analyzing Discover Finl's Short Interest
↗
May 18, 2023
Via
Benzinga
$1000 Invested In This Stock 15 Years Ago Would Be Worth $5,700 Today
↗
May 18, 2023
Via
Benzinga
Ominous Death Cross Forms On Discover Finl's Chart
↗
April 28, 2023
Via
Benzinga
Recap: Discover Finl Q1 Earnings
↗
April 19, 2023
Via
Benzinga
Discover Finl: Q1 Earnings Insights
↗
April 19, 2023
Via
Benzinga
Analyst Ratings for Discover Finl
↗
April 18, 2023
Via
Benzinga
These 6 Stocks Are Relentless Dividend Growers
↗
May 16, 2023
Today I tell you about 6 dividend growth stocks that just increased their dividends. Check out the video for full details.
Via
Talk Markets
Financial Company Services: Potential Stock Investments
↗
May 15, 2023
Are you looking for your next big investment opportunity? Look no further than the financial sector, where several companies are going for significant growth.
Via
Talk Markets
Discover Financial Services to Present at Bernstein’s 39th Annual Strategic Decisions Conference
May 11, 2023
From
Discover Financial Services
Via
Business Wire
Discover Online Savings Account Ranks First for Customer Satisfaction in Direct Banking Study by J.D. Power
May 11, 2023
From
Discover Financial Services
Via
Business Wire
Discover Finl Earnings Preview
↗
April 18, 2023
Via
Benzinga
Analyst Ratings for Discover Finl
↗
March 31, 2023
Via
Benzinga
Discover Releases Inaugural Environmental, Social, and Governance (ESG) Report
May 10, 2023
From
Discover Financial Services
Via
Business Wire
Biden, McCarthy To Discuss Debt Ceiling On Tuesday: What Investors Need To Know
↗
May 08, 2023
President Joe Biden and House Speaker Kevin McCarthy are meeting on Tuesday to discuss raising the debt ceiling to avoid a potential U.S. default on June 1.
Via
Benzinga
Dividend Watch: 3 Companies Boosting Payouts
↗
May 06, 2023
When a company opts to raise its dividend, it’s an indication of confidence in its current standing and future prospects. Here is a closer look at three companies that have all recently declared a...
Via
Talk Markets
7 Undervalued Stocks with Strong Buyback Programs
↗
April 30, 2023
These seven best undervalued stocks to buy now are all working to maximize shareholder value through share repurchases.
Via
InvestorPlace
Visa Earnings Expected To Jump; V Stock Eyes A Buy Zone
↗
April 24, 2023
Dow Jones payment giant Visa reports earnings Tuesday.
Via
Investor's Business Daily
If You Invested $10,000 in Visa in 2008, This Is How Much You Would Have Today
↗
April 24, 2023
Visa has printed its fair share of millionaires.
Via
The Motley Fool
If I Could Only Buy 1 Stock Right Now, This Would Be It
↗
April 23, 2023
This growth stock has been a steady, reliable performer over the years.
Via
The Motley Fool
Discover Financials Q1 Triumph: Revenue Surges, 26% NII Growth, $2.7B Share Buyback, And 17% Dividend Hike
↗
April 20, 2023
Discover Financial Services (NYSE: DFS) reported Q1 revenues (net of interest expense) of $3.75 billion, up 29% Y/Y,
Via
Benzinga
Discover Financial Services Reports First Quarter 2023 Net Income of $1.0 Billion or $3.58 Per Diluted Share
April 19, 2023
From
Discover Financial Services
Via
Business Wire
Nasdaq, S&P Futures Falter As Mixed Earnings Weigh Down On Sentiment
↗
April 19, 2023
Earnings continue to be front and center in the market, with futures trading signaling a negative start on Wednesday. More bellwether names are due to turn in their quarterly scorecard, potentially...
Via
Benzinga
Inflation Is Making Home Improvement Projects Less Attainable for American Homeowners
April 17, 2023
From
Discover Financial Services
Via
Business Wire
2 Warren Buffett Investments to Lead You Through Any Economic Conditions
↗
April 13, 2023
These stocks have all the resources needed to withstand any broader conditions.
Via
The Motley Fool
Discover Named to 2023 Fortune 100 Best Companies to Work For® list, Ranking No. 81
April 04, 2023
From
Discover Financial Services
Via
Business Wire
9 Upcoming Dividend Increases In April 2023
↗
April 03, 2023
April is going to be a huge month of dividend increases.
Via
Talk Markets
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