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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
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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
+0.64 (+0.35%)
Official Closing Price
Updated: 7:00 PM EDT, Mar 24, 2026
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All News about Capital One Financial
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The 2026 Jobs Surprise: Why 130,000 New Jobs Triggered a Wall Street Retreat
February 12, 2026
The U.S. labor market threw a curveball at Wall Street on Wednesday, February 11, 2026, as the January Jobs Report revealed a surprising burst of hiring that fundamentally reshaped the outlook for...
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The Great Rebound: US M&A Activity Rockets 111% as Megadeals Return to Wall Street
February 12, 2026
The United States mergers and acquisitions (M&A) landscape has undergone a tectonic shift in early 2026, marking an emphatic end to the post-pandemic "deal drought." As of February 12, 2026, total deal...
Via
MarketMinute
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Do Wall Street Analysts Like Capital One Financial Stock?
February 12, 2026
Capital One Financial has underperformed the broader market over the past year, yet analysts continue to hold a strongly bullish view on the stock’s forward outlook.
Via
Barchart.com
Topics
Credit Cards
The Great Integration: Why 2026 is the Year of the Bank-Fintech Fire Sale
February 11, 2026
The financial services landscape of February 2026 has been defined by a ruthless "survival of the smartest," as the era of the fintech unicorn has officially given way to the era of the vertically...
Via
MarketMinute
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Capital One Crowns Credit Kingdom: $5.15 Billion Brex Deal Seals Status as America’s Largest Card Issuer
February 11, 2026
In a move that definitively reshapes the American financial landscape, Capital One Financial Corp (NYSE: COF) has announced the acquisition of fintech unicorn Brex for $5.15 billion. The deal,...
Via
MarketMinute
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Earnings
The $18.8 Trillion Tightrope: US Consumer Debt Hits Record Highs as Labor Market Cools
February 11, 2026
The American economy finds itself balanced on a precarious ledge as of early 2026. New data from the Federal Reserve Bank of New York reveals that total U.S. household debt has surged to a staggering...
Via
MarketMinute
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Economy
The White House Issues a Major Warning: Why Investors in These 2 S&P 500 Stocks Shouldn't Worry.
↗
February 10, 2026
President Donald Trump continues his push to improve affordability for Americans.
Via
The Motley Fool
Topics
Credit Cards
Government
Stocks
The End of Autonomy? Secretary Bessent’s “Accountability” Doctrine Triggers Market Alarm Over Fed Independence
February 06, 2026
WASHINGTON, D.C. — In a week that has sent tremors through the global financial architecture, Treasury Secretary Scott Bessent appeared before the Senate Banking Committee on February 5, 2026,...
Via
MarketMinute
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Economy
Wall Street Braces for High-Stakes Financial Kickoff: Can Major Bank Earnings Sustain the Bull Market?
February 05, 2026
The second phase of the Q4 earnings season officially moves into high gear this Tuesday, February 10, 2026, as a critical cohort of financial institutions and market infrastructure giants prepare to...
Via
MarketMinute
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Artificial Intelligence
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Earnings
The Top 5 Analyst Questions From Mastercard’s Q4 Earnings Call
February 05, 2026
Mastercard's fourth quarter results aligned with Wall Street’s revenue expectations while delivering a notable non-GAAP earnings outperformance. Management credited the company’s diversified global...
Via
StockStory
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Credit Cards
Earnings
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Capital One Financial Corporation - COF
February 03, 2026
From
Pomerantz LLP
Via
GlobeNewswire
Capital One Announces Quarterly Dividend
February 03, 2026
From
Capital One Financial Corporation
Via
Business Wire
2 Overlooked Stocks That Could Beat the Market in 2026 And Beyond
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February 03, 2026
These aren't the most popular stocks, but they deserve to be on investors' radar.
Via
The Motley Fool
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The $157 Billion Gambit: OpenAI’s Pivot to a For-Profit Future and the Race for AGI Dominance
February 02, 2026
In October 2024, OpenAI closed a historic $6.6 billion funding round that valued the company at a staggering $157 billion, cementing its position as the world’s leading artificial intelligence...
Via
TokenRing AI
Topics
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Economy
Duopoly Under Fire: Visa and Mastercard Post Resilient Earnings as Regulatory Storm Clouds Gather
February 02, 2026
NEW YORK — In a tale of two realities, the world’s leading payment giants, Visa Inc. (NYSE: V) and Mastercard Inc. (NYSE: MA), reported robust earnings for the final quarter of 2025, revealing a U.S....
Via
MarketMinute
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Earnings
Fraud
SoFi Hits Billion-Dollar Milestone: Record Growth and Profitability Signal New Era for Digital Banking
February 02, 2026
SoFi Technologies (NASDAQ: SOFI) has officially entered a new echelon of the financial services industry, reporting a historic fourth quarter for 2025 that saw the digital lender surpass $1 billion in...
Via
MarketMinute
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Initial Public Offering
2 No-Brainer Warren Buffett Stocks to Buy Right Now
↗
February 01, 2026
You can take a set-it-and-forget-it approach with these two industry leaders.
Via
The Motley Fool
Topics
Credit Cards
I Predicted This Former Buffett Stock Would Outperform Every Other Buffett Stock in 2025. I Was Right.
↗
January 31, 2026
It remains a compelling investment.
Via
The Motley Fool
American Express Signals Affluent Resilience with 16% Dividend Hike and Record 2025 Results
January 30, 2026
American Express (NYSE: AXP) shares surged today as the financial services giant capped off a record-breaking 2025 with a bold 16% increase in its quarterly dividend, signaling unwavering confidence in...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Fraud
MA Q4 Deep Dive: Value-Added Services and Global Partnerships Drive Resilient Performance
January 30, 2026
Global payments technology company Mastercard (NYSE:MA) met Wall Streets revenue expectations in Q4 CY2025, with sales up 17.6% year on year to $8.81 billion. Its non-GAAP profit of $4.76 per share was...
Via
StockStory
Capital One Stock Weak After Earnings, Brex Deal in Focus
↗
January 29, 2026
Via
MarketBeat
2 Bank Stocks That Could Soar in 2026
↗
January 29, 2026
Banks have mostly reported their latest results, and these two stand out.
Via
The Motley Fool
Topics
Credit Cards
Government
Mastercard (MA) Q4 2025 Earnings Call Transcript
↗
January 29, 2026
Mastercard (MA) Q4 2025 Earnings Call Transcript
Via
The Motley Fool
Topics
Earnings
The Top 5 Analyst Questions From Capital One’s Q4 Earnings Call
January 29, 2026
Capital One’s fourth quarter results were met with a negative market reaction, as investors digested the impact of higher expenses and missed profit expectations despite strong revenue growth....
Via
StockStory
Topics
Earnings
American Express Earnings: What To Look For From AXP
January 28, 2026
Global payments company American Express (NYSE:AXP) will be reporting earnings this Friday before market open. Here’s what to look for.
Via
StockStory
Topics
Artificial Intelligence
Resilient Spending and Regulatory Clouds: What the Q4 Bank Earnings Tell Us About the 2026 US Economy
January 28, 2026
The January 2026 earnings kickoff for the nation’s largest lenders has revealed a United States economy that remains remarkably resilient, even as it navigates the transition to a post-inflationary...
Via
MarketMinute
Topics
Credit Cards
Economy
Bank Profits Rise Amid Credit Card Uncertainty
↗
January 28, 2026
Earnings from six of the largest U.S. banks have been received.
Via
The Motley Fool
Topics
Artificial Intelligence
Credit Cards
Government
Federal Reserve Signals "Strategic Plateau": Rates Held Steady Amidst Sticky Inflation and AI-Driven Growth
January 28, 2026
In a widely anticipated move that underscores the complexity of the current economic landscape, the Federal Reserve’s Federal Open Market Committee (FOMC) voted today, January 28, 2026, to maintain the...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Government
The Frictionless Engine: A Deep Dive into Synchrony Financial (SYF) in 2026
January 28, 2026
Date: January 28, 2026 Introduction In the high-stakes world of consumer credit, few names command as much quiet authority as Synchrony Financial (NYSE: SYF). As the largest provider of private-label...
Via
Finterra
Topics
Artificial Intelligence
Credit Cards
Economy
Capital One Solidifies B2B Dominance with $5.15 Billion Acquisition of Fintech Giant Brex
January 28, 2026
In a move that signals a tectonic shift in the financial services landscape, Capital One Financial Corp. (NYSE:COF) announced on January 22, 2026, that it has entered into a definitive agreement to...
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
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