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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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Back Dated Performance Reports
Quarterly Performance Reports
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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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
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Back Dated Performance Reports
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Event Schedule
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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
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RSVP-Signup Form
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Capital One Financial
(NY:
COF
)
253.87
-4.07 (-1.58%)
Streaming Delayed Price
Updated: 9:55 AM EST, Jan 7, 2026
Add to My Watchlist
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3 Reasons the Capital One/Discover Merger Actually Matters for You
↗
March 17, 2024
Capital One buying Discover is not just a big business deal -- it could bring real changes for credit card customers like you. See how your wallet might change.
Via
The Motley Fool
Topics
Credit Cards
10 Financials Stocks With Whale Alerts In Today's Session
↗
March 15, 2024
Via
Benzinga
3 No-Brainer Warren Buffett Stocks to Buy Right Now
↗
March 15, 2024
These are three excellent businesses that still look attractive with the market at an all-time high.
Via
The Motley Fool
10 Financials Stocks With Whale Alerts In Today's Session
↗
March 14, 2024
Via
Benzinga
Expert Quotes: Why Capital One Buying Discover Could Change Credit Cards
↗
March 13, 2024
Curious about how Capital One buying Discover could affect the cards in your wallet? See the predictions of a top credit card loyalty program expert.
Via
The Motley Fool
Topics
Credit Cards
Will CAPITAL ONE FINANCIAL CORP Break Out? A Technical Analysis Perspective.
↗
March 08, 2024
NYSE:COF Shows Potential for a Breakout.
Via
Chartmill
If You Invested $1000 In This Stock 15 Years Ago, You Would Have $13,000 Today
↗
February 27, 2024
Via
Benzinga
Warren Buffett Bought a Mystery Stock in Q4. Here Are 3 Good Candidates.
↗
March 13, 2024
No one know for sure which stock Buffett secretly bought in Q4. But here are some educated guesses.
Via
The Motley Fool
3 Reasons Why Capital One Buying Discover Is Good News for Credit Card Customers
↗
March 10, 2024
Capital One buying Discover still needs approval from the FTC. But check out three reasons why credit card customers should be happy about the deal.
Via
The Motley Fool
Topics
Credit Cards
JP Morgan Looked To Acquire Discover Before Capital One
↗
March 08, 2024
The bank explored the acquisition for about a year to expand beyond traditional card networks but abandoned the plan due to challenges, including convincing Discover and facing regulatory hurdles.
Via
Talk Markets
JPMorgan's Chase for Discover: A Tale of Missed Opportunities and Regulatory Roadblocks
↗
March 07, 2024
JPMorgan Chase considered a $35 billion deal with Discover Financial Services to control its Pulse electronic payments network. The abandoned 'Diplomat' merger would have been a game-changer for...
Via
Benzinga
1 Warren Buffett Dividend Stock Up 25% That Still Looks Like a Bargain
↗
March 07, 2024
Despite a strong return over the past year, this stock's best days are still ahead.
Via
The Motley Fool
Clarksville Restaurant POS System, Credit Card Processing Service Update
March 05, 2024
Via
Press Release Distribution Service
Topics
Credit Cards
Cannabis Industry Equipment Financing & Senior Secured Term Loans Announced
March 04, 2024
Via
Press Release Distribution Service
Topics
Cannabis
Earnings Roundup: Nvidia, Etsy, Wayfair, Walmart, Palo Alto Networks, and MercadoLibre
↗
March 02, 2024
Nvidia's earnings report made a splash, but it wasn't the only company making waves.
Via
The Motley Fool
Breaking Down the Proposed Capital One-Discover Financial Services Deal
↗
March 02, 2024
We've also got a look at Home Depot earnings and other investing chat.
Via
The Motley Fool
3 Growth Stock Champions for Long-Term Gains
↗
February 28, 2024
Investors wanting to bolster their portfolio should consider these lesser known growth stocks that have strong returns.
Via
InvestorPlace
Buyout Boom: 3 Regional Bank Stock Bargains to Grab Before They’re Gone
↗
February 28, 2024
MTB, UBOH and OZK are some of the top bargain regional bank stocks for those seeking growth and dividends in a consolidating industry.
Via
InvestorPlace
Tulsa Real Estate Investment Firm 344-Unit Multifamily Property Sale Announced
February 26, 2024
Via
Press Release Distribution Service
What Does the Capital One-Discover Deal Mean for Visa and Mastercard Investors?
↗
February 26, 2024
Capital One's $35 billion deal for Discover would be one of the largest bank mergers in history. Here's what investors need to know.
Via
The Motley Fool
2 Warren Buffett Stocks to Buy Hand Over Fist and 1 to Avoid
↗
February 25, 2024
He's called the Oracle of Omaha for good reason, but Buffett might have just inherited more drama than he was probably expecting.
Via
The Motley Fool
Is Capital One Trying to Become the Next American Express?
↗
February 24, 2024
It just announced a major acquisition.
Via
The Motley Fool
MarketBeat Week in Review – 2/19 - 2/23
February 24, 2024
As the week ends, the only question being asked is how long can the Nvidia rally last; the tech giant's earnings took the focus off of sour FOMC minutes
Via
MarketBeat
Topics
Artificial Intelligence
WMT Stock Alert: Senator Elizabeth Warren Takes Aim at Walmart’s Vizio Deal
↗
February 23, 2024
Though Walmart seeks an advertising buildout with its Vizio deal, Sen. Elizabeth Warren aims to put a speedbump against WMT stock.
Via
InvestorPlace
Stock Market Rallies To Record High On Nvidia: Weekly Review
↗
February 23, 2024
The stock market rally pulled back to start the week, but roared higher as booming Nvidia earnings and guidance fueled big AI-led gains. The S&P 500 and Dow Jones hit... Read More
Via
Investor's Business Daily
Topics
Stocks
Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet
↗
February 23, 2024
Looking at five stocks seeing increased interest from Benzinga readers during the week and what it could mean.
Via
Benzinga
Navigating Discover's Merger With Capital One: Analyst Highlights Opportunities And Challenges Ahead
↗
February 22, 2024
RBC Capital Markets downgrades Discover Financial to Sector Perform with increased price target of $140. Merger with Capital One expected to be accretive and generate $2.7B in synergies. Analyst sees...
Via
Benzinga
Here's How Capital One Buying Discover Affects Average Credit Users Like You
↗
February 22, 2024
Capital One is buying Discover for $35.3 billion. Check out these fast facts on what this deal means for credit card customers like you.
Via
The Motley Fool
Topics
Credit Cards
What To Make Of Nvidia’s Earnings
↗
February 21, 2024
Stocks got a little shot in the arm in the last hour of trading on the expectation that Jensen Huang and the Nvidia board would have good news for them.
Via
Talk Markets
3 Reasons the Capital One-Discover merger is a big deal
February 21, 2024
Capital One's proposed acquisition of Discover for $35.3 billion aims to reshape the credit card industry, challenging giants like Visa and Mastercard.
Via
MarketBeat
Topics
Credit Cards
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