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home
about us
Investment Approach
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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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Discover Financial Services
(NY:
DFS
)
200.05
UNCHANGED
Last Price
Updated: 7:00 PM EDT, May 16, 2025
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CTLT Stock Alert: What to Know as Elliott Takes a Stake in Catalent
↗
July 20, 2023
Catalent (CTLT) stock is on the move Thursday as investors react to activist investor Elliott Investment taking a stake in the company.
Via
InvestorPlace
Why Is BioSig Technologies (BSGM) Stock Up 19% Today?
↗
July 20, 2023
BioSig Technologies (BSGM) stock is rising higher on Thursday as subsidiary BioSig AI Sciences joins Nvidia's (NVDA) Inception program.
Via
InvestorPlace
Why Is Discover Financial (DFS) Stock Down 13% Today?
↗
July 20, 2023
Discover Financial (DFS) stock is falling on Thursday after the financial services company revealed it's undergoing a regulatory review.
Via
InvestorPlace
Why Nanobiotix Shares Are Trading Higher By 6%; Here Are 20 Stocks Moving Premarket
↗
July 20, 2023
Gainers Lytus Technologies Holdings PTV. Ltd. (NASDAQ: LYT) shares surged 39.3% to $0.6621 in pre-market trading after gaining around 14% on Wednesday.
Via
Benzinga
Preview: Discover Finl's Earnings
↗
July 18, 2023
Via
Benzinga
$1000 Invested In This Stock 15 Years Ago Would Be Worth $8,900 Today
↗
July 11, 2023
Via
Benzinga
The Latest Analyst Ratings for Discover Finl
↗
July 10, 2023
Via
Benzinga
Looking Into Discover Finl's Recent Short Interest
↗
July 06, 2023
Via
Benzinga
Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Thursday
↗
July 20, 2023
It's time to start off the day with a breakdown of the biggest pre-market stock movers worth watching on Thursday morning!
Via
InvestorPlace
Nasdaq Futures Dragged Down By Tesla, Netflix After Q2 Prints: Analyst Sees Buying Spree Lasting Until Earnings 'Problems Show Up'
↗
July 20, 2023
Via
Benzinga
Tesla, Netflix, Discover Financial Services And Other Big Stocks Moving Lower In Thursday's Pre-Market Session
↗
July 20, 2023
U.S. stock futures traded mixed this morning on Thursday. Here are some big stocks recording losses in today’s pre-market trading session.
Via
Benzinga
$100 Invested In This Stock 15 Years Ago Would Be Worth $900 Today
↗
June 26, 2023
Via
Benzinga
Discover Stock Is Diving After Hours: What's Going On?
↗
July 19, 2023
Discover Financial Services (NYSE: DFS) shares are trading lower in Wednesday's after-hours session on the heels of the company's
Via
Benzinga
Discover Financial Services Reports Second Quarter 2023 Net Income of $901 Million or $3.54 Per Diluted Share
July 19, 2023
From
Discover Financial Services
Via
Business Wire
Nasdaq Futures Rise As Focus Turns To Tesla, Netflix Q2 Prints: Analyst Says Earnings Need Some 'Heavy Lifting' For Sustained Rally
↗
July 19, 2023
Via
Benzinga
Discover Financial Services (NYSE: DFS) Records 52-Week High Tuesday Morning
July 18, 2023
Via
Investor Brand Network
Topics
Credit Cards
Earnings Scheduled For July 19, 2023
↗
July 19, 2023
Companies Reporting Before The Bell • Ally Financial (NYSE:ALLY) is estimated to report quarterly earnings at $0.92 per share on revenue of $2.09 billion.
Via
Benzinga
3 Financial Stocks That Shine on the Bottom Line
↗
July 18, 2023
These companies are positioned to bring in good long-term profits.
Via
The Motley Fool
Monday's Market Minute: This Week It's All About Earnings
↗
July 17, 2023
We have everything from big banks to big tech reporting this week as earnings get into full swing. With the inflation data behind us, we enter into the Fed blackout period ahead of the FOMC meeting...
Via
Benzinga
Tesla, Netflix, Goldman Earnings Hit The Deck As Q2 Reporting Season Starts In Earnest: Key Companies To Watch In Week Ahead
↗
July 16, 2023
Via
Benzinga
Biden Erases $39B In Student Debt, But Payments Resume For Many: Here's When They Restart, Deferment Options
↗
July 14, 2023
President Joe Biden’s administration will wipe out $39 billion of student debt for more than 800,000 Americans, despite the Supreme Court’s recent decision to strike down the...
Via
Benzinga
Morgan Stanley Maintains Equal-Weight Rating for Discover Finl: Here's What You Need To Know
↗
July 13, 2023
Via
Benzinga
Jason Strle Joins Discover as Chief Information Officer
July 12, 2023
From
Discover Financial Services
Via
Business Wire
Discover recognized as a 2023 Best Places to Work for People with Disabilities
July 11, 2023
From
Discover Financial Services
Via
Business Wire
Is Visa Stock a Buy?
↗
July 10, 2023
Its competitive moat is strong enough to ensure its long-term success.
Via
The Motley Fool
Discover Financial Services Announces Transition of USD LIBOR-based Securities to Term SOFR and SOFR Spread-adjusted Swap Rates
June 30, 2023
From
Discover Financial Services
Via
Business Wire
Discover Financial Services Announces Second Quarter 2023 Earnings Release on July 19, 2023, and Conference Call on July 20, 2023
June 29, 2023
From
Discover Financial Services
Via
Business Wire
MarketBeat Week in Review – 6/19 - 6/23
June 24, 2023
Markets pulled back this week revealing the same range-bound pattern that's been in place since last year. Here's a sample of what other investors are reading
Via
MarketBeat
Topics
Economy
Student Loan Defaults Set To Rise, Analysts Say It's 'A Sizeable Shock' With Ripple Effects: 5 Stocks to Watch
↗
June 23, 2023
Via
Benzinga
Discover Financial Forms Bullish Cup Pattern, Nearing Buy Point
June 21, 2023
Discover Financial Services may be approaching a buy point as it climbs out of a four-month base. Analysts recently boosted their price targets on the stock.
Via
MarketBeat
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