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home
about us
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
)
244.17
-1.58 (-0.64%)
Streaming Delayed Price
Updated: 1:42 PM EST, Dec 30, 2025
Add to My Watchlist
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All News about Capital One Financial
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Snowflake Stock Is on Fire—It’s Still Not Too Late to Buy
↗
October 30, 2025
Via
MarketBeat
Amazon AWS Is Down Again, Microsoft Azure Too
↗
October 29, 2025
Amazon's AWS and Microsoft Azure are both experiencing outages on Wednesday.
Via
Benzinga
If You Invested $100 In Capital One Finl Stock 5 Years Ago, You Would Have This Much Today
↗
October 29, 2025
Via
Benzinga
Capital One, Capital One Foundation, and Lever for Change Announce $25M Open Call to Expand Pathways to Homeownership
October 29, 2025
From
Capital One Financial Corporation
Via
Business Wire
Mastercard (MA) Reports Earnings Tomorrow: What To Expect
October 28, 2025
Global payments technology company Mastercard (NYSE:MA) will be reporting results this Thursday morning. Here’s what investors should know.
Via
StockStory
Topics
Artificial Intelligence
Credit Cards
Buyback Accelerators: 3 Stocks Boosting Capacity & Spending Speed
↗
October 28, 2025
Via
MarketBeat
Visa (V) To Report Earnings Tomorrow: Here Is What To Expect
October 26, 2025
Global payments technology company Visa (NYSE:V) will be reporting results this Tuesday after the bell. Here’s what to expect.
Via
StockStory
Topics
Artificial Intelligence
Credit Cards
Fed on the Brink: Cooler CPI Fuels Rate Cut Frenzy as Markets Brace for Easing
October 24, 2025
Washington D.C., October 24, 2025 – Financial markets are buzzing with anticipation today as the Federal Reserve prepares for its crucial meeting next week, October 28-29. The overwhelming sentiment...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
3 Regional Bank Stocks That Crushed Q3 Earnings
↗
October 24, 2025
Regional banking concerns were making headlines as earnings season began, but Q3 results have calmed the market, especially those from these 3 companies.
Via
MarketBeat
Topics
Fraud
Supply Chain
Warren Buffett Bets On Banks: How Much Has Oracle Of Omaha Made From Financial Stocks Since Q2?
↗
October 24, 2025
Warren Buffett is a big believer in financial stocks. A look at how much some of his top holdings in the sector have gained since Q2.
Via
Benzinga
Inflation's Crucial Test: The September CPI Report's Ripple Effect on the US Economy
October 23, 2025
The highly anticipated Consumer Price Index (CPI) report for September 2025, slated for release on Friday, October 24, 2025, is poised to be a pivotal moment for the US economy, the Federal Reserve's...
Via
MarketMinute
Topics
Bonds
Economy
Supply Chain
Capital One Just Flashed a Buy Signal—New Highs Could Be Next
↗
October 23, 2025
Capital One’s first post-merger earnings beat expectations, boosted dividends and buybacks, and set COF stock up for a run to new highs
Via
MarketBeat
Topics
Earnings
Looking Into Capital One Financial Corp's Recent Short Interest
↗
October 23, 2025
Via
Benzinga
Tech Stocks Drop, Netflix Sinks 10% On Worst Day Since 2022: What's Moving Markets Wednesday?
↗
October 22, 2025
Risk sentiment deteriorated sharply on Wednesday as a wave of disappointing earnings guidance and escalating U.S.-China trade tensions rattled investor confidence.
Via
Benzinga
Topics
World Trade
Unusual volume S&P500 stocks in Wednesday's session
↗
October 22, 2025
In today's session, there are S&P500 stocks with remarkable trading volume. Explore the stocks exhibiting unusual volume in Wednesday's session.
Via
Chartmill
Why Capital One (COF) Stock Is Trading Up Today
October 22, 2025
Shares of financial services company Capital One (NYSE:COF) jumped 3.6% in the morning session after the company announced third-quarter 2025 results that surpassed Wall Street's expectations for both...
Via
StockStory
Topics
Credit Cards
Government
World Trade
Where Capital One Finl Stands With Analysts
↗
October 22, 2025
Via
Benzinga
These S&P500 stocks that are showing activity before the opening bell on Wednesday.
↗
October 22, 2025
Pre-market stock analysis of S&P500 stocks on 2025-10-22: top gainers and losers in today's session.
Via
Chartmill
Enova (ENVA) Q3 Earnings Report Preview: What To Look For
October 21, 2025
Financial technology company Enova International (NYSE:ENVA) will be reporting results this Thursday after market close. Here’s what to look for.
Via
StockStory
Topics
World Trade
Bread Financial (BFH) Reports Q3: Everything You Need To Know Ahead Of Earnings
October 21, 2025
Financial services company Bread Financial (NYSE:BFH) will be announcing earnings results this Thursday morning. Here’s what you need to know.
Via
StockStory
Topics
Artificial Intelligence
Credit Cards
World Trade
What To Expect From Sallie Mae’s (SLM) Q3 Earnings
October 21, 2025
Student loan provider Sallie Mae (NASDAQ:SLM) will be announcing earnings results this Thursday after market close. Here’s what investors should know.
Via
StockStory
Topics
Artificial Intelligence
Why Did Capital One Stock Rise After-Hours Today?
↗
October 21, 2025
The lender’s earnings were bolstered by a $760 million loan reserve release, with consumer banking and credit card charge-offs both declining year-over-year.
Via
Stocktwits
Topics
Bankruptcy
Credit Cards
Capital One Q3 2025 Earnings Call Transcript
↗
October 21, 2025
Here is the transcript from the Capital One (COF) third quarter earnings call.
Via
Benzinga
Topics
Earnings
Capital One (COF) Q3 2025 Earnings Call Transcript
↗
October 21, 2025
Capital One (COF) Q3 2025 Earnings Call Transcript
Via
The Motley Fool
Topics
Credit Cards
Earnings
Capital One (NYSE:COF) Beats Q3 Sales Expectations
October 21, 2025
Financial services company Capital One (NYSE:COF) reported Q3 CY2025 results topping the market’s revenue expectations, with sales up 53.4% year on year to $15.36 billion. Its GAAP profit of $4.83 per...
Via
StockStory
Topics
Artificial Intelligence
Credit Cards
Capital One Q3 Earnings Beat Estimates By 36%: Details
↗
October 21, 2025
Here is a look at the details in the Q3 earnings report from Capital One.
Via
Benzinga
Topics
Earnings
Capital One Reports Third Quarter 2025 Net Income of $3.2 billion, or $4.83 per share
October 21, 2025
From
Capital One Financial Corporation
Via
Business Wire
Gold Sinks 5% On Worst Day In 5 Years, Dow Jones Hits Record Highs: What's Moving Markets Tuesday?
↗
October 21, 2025
Gold prices suffered a sharp correction on Tuesday as investors locked in profits following this year's explosive rally, while optimism across earnings kept industrial stocks powering higher and pushed...
Via
Benzinga
Topics
Stocks
Prediction: SoFi Will Be Worth More Than Capital One by 2030
↗
October 21, 2025
SoFi's goal is to become a top 10 financial institution, and it could certainly happen.
Via
The Motley Fool
Topics
Credit Cards
Capital One Tries To Mount Comeback With Earnings Due
↗
October 21, 2025
Capital One had stumbled amid broader credit concerns. Consumer insights will be key.
Via
Investor's Business Daily
Topics
Credit Cards
Stocks
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