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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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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All News about Discover Financial Services
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Bank Of America Say Don't Buy These 3 Payment Stocks Ahead Of 'Mild Recession In 2023'
↗
December 13, 2022
Bank of America analysts said in a note on Tuesday that the investment arm of the bank is staying away from payment stocks including Affirm Holdings Inc (NASDAQ: AFRM), Discover Financial Services...
Via
Benzinga
What 10 Analyst Ratings Have To Say About Discover Financial
↗
December 13, 2022
Via
Benzinga
Computerworld Names Discover to 2023 List of Best Places to Work in IT
December 13, 2022
From
Discover Financial Services Computerworld
Via
Business Wire
7 Stocks to Buy to Beat Next Year’s Interest Rate Blues
↗
November 30, 2022
With borrowing costs likely to spike next year, investors should prepare with these stocks to buy for rising interest rates.
Via
InvestorPlace
Discover Plans to Open a Customer Care Center in Whitehall to Bring High-quality Jobs and Enhance Equity in the Columbus Region
November 18, 2022
From
Discover Financial Services
Via
Business Wire
Expert Ratings for Discover Financial
↗
November 17, 2022
Via
Benzinga
9 Analysts Have This to Say About Discover Financial
↗
November 17, 2022
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For December 13, 2022
↗
December 13, 2022
Via
Benzinga
10 Analysts Have This to Say About Discover Financial
↗
December 13, 2022
Via
Benzinga
$100 Invested In Discover Financial 15 Years Ago Would Be Worth This Much Today
↗
November 24, 2022
Via
Benzinga
Analyst Ratings for Discover Financial
↗
October 13, 2022
Analysts have provided the following ratings for Discover Financial (NYSE:DFS) within the last quarter:
Via
Benzinga
Discover Financial Services to Present at the Goldman Sachs 2022 US Financial Services Conference
November 16, 2022
From
Discover Financial Services
Via
Business Wire
Why Discover Financial Services Stock Is Trading Higher
↗
November 16, 2022
Discover Financial Services (NYSE: DFS) shares are trading higher by 3.30% to $106.96 during Wednesday's session after the company announced it will resume repurchases under its existing share...
Via
Benzinga
Make Fast Profits With These “Twin Momentum” Stocks
↗
November 03, 2022
The whole growth-versus-value investing debate must be one of the dumbest discussions of all time.
Via
Talk Markets
What Can Discover Financial Do With All This Excess Capital? Resume Share Buybacks
↗
October 26, 2022
Discover Financial Services (NYSE: DFS) is among the few companies that have substantial excess capital and hopes to resume share buybacks in the final quarter of 2022, according to Morgan Stanley.
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For October 26, 2022
↗
October 26, 2022
Upgrades
Via
Benzinga
Why Discover Stock Is Sliding After Hours
↗
October 24, 2022
Discover Financial Services (NYSE: DFS) shares are trading lower in Monday’s after-hours session after the company reported
Via
Benzinga
Discover Financial Services Reports Third Quarter 2022 Net Income of $1.0 Billion or $3.54 Per Diluted Share
October 24, 2022
From
Discover Financial Services
Via
Business Wire
Want To Earn High Interest From Savings? Here Are the Best Banks For CDs (Certificates Of Deposit)
↗
October 24, 2022
These days, traditional savings accounts have not offered much to investors for some time. But now that the Federal Reserve is raising interest rates, big banks are raising rates as well.
Via
Benzinga
Here's How Much You Would Have Made Owning Discover Financial Stock In The Last 15 Years
↗
October 24, 2022
Discover Financial (NYSE:DFS) has outperformed the market over the past 15 years by 4.78% on an annualized basis producing an average annual return of 10.93%. Currently, Discover Financial has a market...
Via
Benzinga
Finexio Closes $35 Million Series B Funding Round
October 24, 2022
Oversubscribed round co-led by Mendon Venture Partners and National Bank Holdings Corporation, and included new investor J.P. Morgan
Via
Newswire.com
Topics
Economy
Discover Global Network Study Finds Open Banking Relevant to 78% of Fintechs
October 24, 2022
From
Discover Financial Services
Via
Business Wire
Investor Sentiment Improves Ahead Of Earnings Results
↗
October 24, 2022
The CNN Money Fear and Greed index showed some improvement in the investor sentiment.
Via
Benzinga
US Stock Futures Lower Following Friday's Rally; Tesla In Focus
↗
October 24, 2022
Pre-open movers U.S. stock futures traded lower in early pre-market trade on Monday after recording sharp gains in the previous session. The Dow Jones jumped by around 750 points on Friday. All the...
Via
Benzinga
Myovant Sciences, Discover Financial And 3 Stocks To Watch Heading Into Monday
↗
October 24, 2022
With US stock futures trading lower this morning on Monday, some of the stocks that may grab investor focus today are as follows:
Via
Benzinga
Earnings Scheduled For October 24, 2022
↗
October 24, 2022
Companies Reporting Before The Bell • Imperial Ptrl (NASDAQ:IMPP) is likely to report earnings for its third quarter.
Via
Benzinga
Ethereum Rises Above This Major Level; Here Are The Top Crypto Movers For Monday
↗
October 24, 2022
Bitcoin (CRYPTO: BTC), the world’s most valued cryptocurrency, moved higher, trading above the $19,300 mark this morning.
Via
Benzinga
Earnings Preview For Discover Financial
↗
October 21, 2022
Discover Financial (NYSE:DFS) is set to give its latest quarterly earnings report on Monday, 2022-10-24. Here's what investors need to know before the announcement. Analysts estimate that Discover...
Via
Benzinga
Google + Coinbase: Surprising Partners Building in Crypto
↗
October 14, 2022
Google chose Coinbase to be its crypto payment provider. This is another step toward mainstream use for cryptocurrencies.
Via
The Motley Fool
Jim Cramer Likes This Biotechnology Stock: 'It's Not Big, But It's Not Bad'
↗
October 14, 2022
On CNBC’s "Mad Money Lightning Round," Jim Cramer said he likes Royalty Pharma plc (NASDAQ: RPRX) and will stick with it. "It’s not big, but it’s not bad," he added.
Via
Benzinga
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