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home
about us
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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
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
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Capital One Financial
(NY:
COF
)
249.20
-6.48 (-2.53%)
Official Closing Price
Updated: 7:00 PM EST, Jan 9, 2026
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PayPal investors may be in for a sweet dip buying opportunity, especially after the stock drops by 7% after announcing a blockbuster second quarter 2023
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July 21, 2023
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Earnings Preview: Capital One Finl
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July 19, 2023
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Peering Into Capital One Finl's Recent Short Interest
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July 06, 2023
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Capital One Financial's Q2 2023 Earnings Exceed Estimates: Price Targets Adjusted Across the Board
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July 21, 2023
Analysts raised the price target at Capital One Financial Corp (NYSE: COF) after the company
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July 21, 2023
American Express stock is down, despite some really optimistic quarterly earnings results. Management has provided new guidance for the year, and markets smiled
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Capital One Financial (COF) Q2 2023 Earnings Call Transcript
↗
July 20, 2023
COF earnings call for the period ending June 30, 2023.
Via
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Capital One Stock Ticks Lower After Q2 Earnings: Here's Why
↗
July 20, 2023
Capital One Financial Corp (NYSE: COF) shares are trading slightly lower in Thursday's after-hours session after the company reported
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Capital One, Discover, Chase Earnings Hold Mirror To American Economy:
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July 20, 2023
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Benzinga
A Bullish Sign Appears On Capital One Finl's Chart
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June 30, 2023
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June 26, 2023
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Benzinga
Check Out What Whales Are Doing With COF
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June 07, 2023
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Benzinga
Earnings Scheduled For July 20, 2023
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July 20, 2023
Companies Reporting Before The Bell • Taiwan Semiconductor (NYSE:TSM) is estimated to report quarterly earnings at $1.08 per share on revenue of $15.49 billion.
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Baker Hughes: Pricey, but Could Benefit from Rising Oil Demand
July 20, 2023
After a solid earnings report, Baker Hughes stock looks overvalued, but the company may get a boost from higher oil prices and an improving economy.
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Energy
2 Warren Buffett Stocks to Buy Hand Over Fist and 1 to Avoid
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July 14, 2023
Warren Buffett is one of the best stock pickers of all time, but there is one stock in his portfolio you'll want to avoid right now.
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Before You Buy Bank of America: Here's a Banking Stock I'd Buy First
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A relatively small credit card outfit is on a firmer fiscal footing than most investors are being led to believe.
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AI in BFSI Ecosystem Market May See a Big Move : Bank of America, PayPal, MasterCard, Google
July 06, 2023
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Student Loan Forgiveness: Capital One Stock, Consumer Lenders Face Reality Check From Ruling
↗
June 30, 2023
CapitalOne and other lenders may see some impact from the Supreme Court's student loan forgiveness decision on Friday.
Via
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This S&P 500 Stock Is a Blue Chip Bargain
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June 29, 2023
With roots that date back to 1784, this stock is about as solid as it gets.
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The 10 Cheapest Stocks Warren Buffett Owns
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June 26, 2023
The Oracle of Omaha is big on buying wonderful companies at a fair price.
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Lightico Acquires Customer Experience Platform Vizolution as Demand Booms for Digital Customer Completion
June 26, 2023
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Oakbrook Terrace Wealth Management Team, Financial Planning Service Update
June 22, 2023
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Retirement
Have These Consumer Credit Stocks Run Up Too Far, Too Fast?
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June 20, 2023
These beaten-down finance stocks went on a tear recently. Here's how to approach them.
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The Motley Fool
The Market Is Up, but This Stock Is Cheap
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June 16, 2023
This new addition to Buffett's portfolio is up almost 30% in the past month and appears undervalued.
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A Look Into Financial Services Sector Value Stocks
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June 08, 2023
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Benzinga
Warren Buffett Is Loading Up On This Stock
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June 03, 2023
Are you interested in learning about a financial stock that Buffett’s firm just loaded up on? If so, then you have to check out this video.
Via
Talk Markets
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