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home
about us
Investment Approach
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Team Biographies
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
)
186.76
+2.12 (+1.15%)
Streaming Delayed Price
Updated: 10:42 AM EDT, Mar 25, 2026
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All News about Capital One Financial
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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
What 13 Analyst Ratings Have To Say About Capital One Finl
↗
February 21, 2024
Via
Benzinga
Why Mastercard Stock Is Falling Today
↗
February 20, 2024
Via
The Motley Fool
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
Capital One Will Struggle To Cash In M&A Rewards
↗
February 21, 2024
The appeal of credit cards is making a purchase now and settling up the bill later.
Via
Talk Markets
Topics
Credit Cards
Investor Sentiment Falls Further; Fear & Greed Index In 'Greed' Zone
↗
February 21, 2024
The CNN Money Fear and Greed index showed a decline in the overall market sentiment, while the index remained in the "Greed" zone on Tuesday. U.S. stocks closed lower on Tuesday, with the Nasdaq...
Via
Benzinga
Democrats Slam Capital One-Discover Merger: 'This Wall Street Deal Is Dangerous And Will Harm Working People'
↗
February 21, 2024
A planned merger between Capital One Financial and Discover Financial Services has been met with sharp criticism from Democratic lawmakers and consumer advocacy groups. They caution that the merger...
Via
Benzinga
Market Talk - Tuesday, Feb. 20
↗
February 20, 2024
Capital One has announced its plan to acquire Discover Financial Services for $35 billion in an all-stock transaction, which would make it the largest U.S. credit card company by loan volume.
Via
Talk Markets
Topics
Credit Cards
CurrencyNewsBreaks – Capital One Financial Corp. (NYSE: COF) Acquiring Discover in $35.3 Billion Mega-Deal
February 20, 2024
Via
Investor Brand Network
Wall Street Faces Selling Pressure, Nvidia Investors Pull Back Ahead Of Earnings, Fed Minutes: What's Driving Markets Tuesday?
↗
February 20, 2024
Wall Street opens weaker due to decline in tech stocks, Nasdaq falls by 1.5%. Investors await FOMC minutes and Nvidia earnings. Walmart and Discover Inc. report strong earnings, Expeditors Int'l and...
Via
Benzinga
Topics
Economy
Why Fluor Shares Are Trading Lower By Around 8%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
↗
February 20, 2024
Shares of Fluor Corporation (NYSE: FLR) fell during Tuesday’s session following fourth-quarter results.
Via
Benzinga
Why Capital One-Discover Merger Is A Threat To Visa, Mastercard: Creation Of New Credit Card Giant
↗
February 20, 2024
$35B takeover of Discover by Capital One creates US' biggest credit card operator. Synergies drive deal, but regulatory hurdles possible.
Via
Benzinga
Topics
Credit Cards
Capital One Is Buying Discover. Here's Why It Could Create Big Growth Opportunities for Investors.
↗
February 20, 2024
Two of the leading credit card companies are joining forces, and it looks like a solid match.
Via
The Motley Fool
Topics
Credit Cards
Capital One Financial Corp. (NYSE: COF) Acquiring Discover in $35.3 Billion Mega-Deal
February 20, 2024
Via
Investor Brand Network
Why Is ROKU Stock Down Today?
↗
February 20, 2024
Roku stock is falling on Tuesday as the company's investors react to Walmart buying smart TV company Vizio for $2.3 billion.
Via
InvestorPlace
Why Discover Financial Is Charging Higher Today
↗
February 20, 2024
The credit card lender has agreed to be acquired by Capital One.
Via
The Motley Fool
Topics
Credit Cards
DFS Stock Alert: What to Know as Capital One Acquires Discover Financial
↗
February 20, 2024
DFS stock is in focus on Capital One merger news, but getting the deal done in a year may prove difficult if regulators choose to oppose it.
Via
InvestorPlace
Walmart Posts Upbeat Earnings, Joins Armstrong World Industries, Owens & Minor And Other Big Stocks Moving Higher On Tuesday
↗
February 20, 2024
U.S. stocks were mostly lower, with the Nasdaq Composite falling more than 200 points on Tuesday.
Via
Benzinga
Topics
Stocks
Capital One Plots Largest Credit Card Acquisition Ever. Will Regulators Play Ball?
↗
February 20, 2024
Capital One announced plans to purchase Discover Financial for $35 billion. DFS stock rockets.
Via
Investor's Business Daily
Topics
Credit Cards
Why Discover Financial Services Shares Are Seeing Blue Skies Tuesday
↗
February 20, 2024
Discover Financial Services shares surge as Capital One Financial acquires it, offering premium to shareholders. Synergies and accretion expected to boost market position and strengthen balance sheet.
Via
Benzinga
Nasdaq Down 1%; Capital One Set To Buy Discover
↗
February 20, 2024
U.S. stocks traded lower this morning, with the Nasdaq Composite falling around 150 points on Tuesday. Following the market opening Tuesday, the Dow traded down 0.05% to 38,607.53 while the NASDAQ fell...
Via
Benzinga
Topics
Stocks
Capital One Financial Corp. To Acquire Discover Financial Services In $35 Billion Mega Deal
↗
February 20, 2024
Under the terms of the agreement, Capital One will purchase Discover at a premium, offering 1.0192 of its own shares for each Discover share—a 26.6% premium based on the closing price on February...
Via
Talk Markets
Why Discover Financial Services Shares Are Trading Higher By Around 11%; Here Are 20 Stocks Moving Premarket
↗
February 20, 2024
Shares of Discover Financial Services (NYSE: DFS) shares rose sharply in today’s pre-market trading.
Via
Benzinga
Capital One Financial To Acquire Discover, Joins SSR Mining And Other Big Stocks Moving Lower In Tuesday's Pre-Market Session
↗
February 20, 2024
U.S. stock futures were lower this morning, with the Dow futures trading lower by around 50 points on Tuesday.
Via
Benzinga
Topics
Stocks
Jim Cramer Says Capital One's Stock 'May Actually Go Up' After $35.3B Discover Deal: Here's Why
↗
February 19, 2024
Cramer noted that Discover typically maintains a significant put and common short position, suggesting that Capital One's stock might actually rise as a result.
Via
Benzinga
COF Stock Alert: Halper Sadeh LLC Is Investigating Whether the Merger of Capital One Financial Corporation Is Fair to Shareholders
February 19, 2024
From
Halper Sadeh LLC
Via
Business Wire
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