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home
about us
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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
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TAF sm Program
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Quarterly Performance Reports
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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
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FIP
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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Discover Financial Services
(NY:
DFS
)
200.05
UNCHANGED
Last Price
Updated: 7:00 PM EDT, May 16, 2025
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Discover Financial Services Announces 2023 Annual Meeting of Shareholders
March 30, 2023
From
Discover Financial Services
Via
Business Wire
Discover Financial Services Announces First Quarter 2023 Earnings Release on April 19, 2023, and Conference Call on April 20, 2023
March 28, 2023
From
Discover Financial Services
Via
Business Wire
4 Bank Stocks STILL Paying Secure Dividends
↗
March 24, 2023
There are bank stocks offering extreme safety and fat dividend yields in the wake of the SVB financial crisis.
Via
InvestorPlace
3 Financial Stocks That Can Keep Growing Profits
↗
March 17, 2023
These three stocks have had average annual earnings growth of more than 15% during the past five years.
Via
The Motley Fool
(DFS) - Analyzing Discover Finl's Short Interest
↗
March 14, 2023
Via
Benzinga
Analyst Ratings for Discover Finl
↗
March 03, 2023
Via
Benzinga
The Latest Analyst Ratings for Discover Financial
↗
February 08, 2023
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For March 15, 2023
↗
March 15, 2023
Via
Benzinga
Discover Breaks Ground on New Customer Care Center in Whitehall, Ohio
March 14, 2023
From
Discover Financial Services
Via
Business Wire
Is Solana the Next Square-Style Payment Platform?
↗
March 12, 2023
Solana has all the tools to be a payment network to rival credit cards.
Via
The Motley Fool
Jason Hanson to Succeed Diane Offereins as Executive Vice President, President of Payment Services for Discover Financial Services
March 09, 2023
From
Discover Financial Services
Via
Business Wire
Banking, Energy Stocks Take Turn For The Worse As Powell Talks Inflation With Senators Who Are Concerned About Job Losses
↗
March 08, 2023
Via
Benzinga
DFS INVESTOR NOTICE: ROSEN, LEADING TRIAL ATTORNEYS, Encourages Discover Financial Services Investors to Inquire About Securities Class Action Investigation – DFS
March 02, 2023
From
The Rosen Law Firm, P.A.
Via
Business Wire
Better Buy: American Express or Discover Financial Services?
↗
February 26, 2023
Both of these credit card providers outperformed the market in 2022 and are up big so far this year.
Via
The Motley Fool
Discover® Launches the Discover Technology Experience to Share Knowledge, Build a Community and Help Others Master their Technology Craft
February 22, 2023
From
Discover Financial Services
Via
Business Wire
NATIONALLY RANKED ROSEN LAW FIRM Encourages Discover Financial Services Investors to Inquire About Securities Class Action Investigation – DFS
February 18, 2023
From
The Rosen Law Firm PA
Via
GlobeNewswire
Discover Financial Services to Present at 2023 RBC Capital Markets Financial Institutions Conference
February 14, 2023
From
Discover Financial Services
Via
Business Wire
Discover Financial Services to Present at KBW Fintech Payments Conference
February 08, 2023
From
Discover Financial Services
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For February 8, 2023
↗
February 08, 2023
Via
Benzinga
Nasdaq, S&P Futures Dip As Fed's Data-Dependency Introduces Caution — Disney Earnings On Tap
↗
February 08, 2023
Trading in the index futures points to a nervous start by Wall Street on Wednesday, reflecting the skittish mood of the market. Earnings could drive sentiment, given the lack of any first-tier economic...
Via
Benzinga
For a Pure-Play Credit Card Lender, Capital One Is Building a Solid Deposit Franchise
↗
February 06, 2023
Capital One saw its deposit costs rise at a slower pace than many of its peers.
Via
The Motley Fool
What do Mastercard Earnings Indicate About Consumer Spending?
February 06, 2023
Global credit card network provider Mastercard Inc. (NYSE: MA) stock a cup and handle breakout, but the upside may be limited with the news of the White House
Via
MarketBeat
Topics
Credit Cards
Is Discover's Recent Guidance a Red Flag for Investors?
↗
February 02, 2023
The company sees net charge-offs moving above pre-pandemic levels in 2023.
Via
The Motley Fool
Capital One Stock: Will Subprime Borrowers Spoil the Rally?
January 30, 2023
Financial services holding company Capital One Financial Co. (NYSE: COF) stock has been hit due to its exposure to subprime borrowers. As the economy contracts
Via
MarketBeat
Topics
Credit Cards
Economy
The Ultimate Guide to Getting Your First Credit Card in Your 20s
↗
January 27, 2023
Building credit is on the minds of many would-be mortgage holders in 2023. Looking for your first credit card? Here's what you need to know!
Via
InvestorPlace
Bankers Helping Bankers Names PULSE® Exclusive Debit Partner
January 26, 2023
From
Discover Financial Services
Via
Business Wire
7 Stocks Getting Ready for a Major Breakout
↗
January 26, 2023
While timing the market is always difficult, some assets may be viable candidates for breakout stocks based on particular signals.
Via
InvestorPlace
A Tale of Two Consumers: JPMorgan Chase vs. Discover Financial's Credit Card Trends
↗
January 25, 2023
Bank CEOs have been seeing credit normalize faster among low- to moderate-income populations.
Via
The Motley Fool
Consumer Health Check: Are We OK? How Credit Card Data Could Provide Some Clues
↗
January 24, 2023
Consumers are "still depressed” despite a bounce in sentiment, Gregory Daco, chief economist at Ernst & Young, recently said.
Via
Benzinga
This Screamingly Cheap Bank Stock Is About to Unleash a Buyback Bazooka
↗
January 24, 2023
Discover Financial Services remains one of the best "buyback kings" in the market.
Via
The Motley Fool
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