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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
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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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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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All News about Capital One Financial
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Cramer Thrilled As Warren Buffett Syncs With His New Bank Stock Pick: 'Told You That's One Well Run Outfit'
↗
May 16, 2023
Via
Benzinga
S&P 500 Futures Slip After Home Depot's Q1 Print: Analyst Says Retest Of October Lows Likely
↗
May 16, 2023
Via
Benzinga
Home Depot, Capital One Financial And 3 Stocks To Watch Heading Into Tuesday
↗
May 16, 2023
With US stock futures trading lower this morning on Tuesday, some of the stocks that may grab investor focus today are as follows:
Via
Benzinga
Michael Burry Doubles Stake in Jack Ma's Alibaba, More Than Triples Bet On Its Chinese Rival
↗
May 16, 2023
Via
Benzinga
Warren Buffett Trims Activision Blizzard, Adds Capital One In Q1: What Investors Need To Know
↗
May 15, 2023
Via
Benzinga
This Is What Whales Are Betting On Capital One Finl
↗
May 11, 2023
Via
Benzinga
Capital One Isn't the Bargain It Might Seem
↗
May 11, 2023
The stock is extremely cheap, but is it a good buy right now?
Via
The Motley Fool
Capital One Stock Is Rising After Warren Buffett's Berkshire Hathaway Shuffled Bank Holdings: The Details
↗
May 15, 2023
Capital One Financial Corp (NYSE: COF) shares are trading higher in Monday's after-hours session after Berkshire Hathaway Inc (NYSE: BRK-A) NYSE:BRK/B) took a stake in the fi
Via
Benzinga
Michael Burry Is Betting on Bank Stocks FRCB, WAL, PACW, NYCB
↗
May 15, 2023
Michael Burry has reported his 13F form for the quarter ended March 31, revealing stakes in FRCB, WAL, PACW, and NYCB bank stocks.
Via
InvestorPlace
Peapack-Gladstone Bank Hires Vincent J. Mutarelli, Senior Managing Director, Commercial Private Banker
May 15, 2023
BEDMINSTER, NJ - (NewMediaWire) - May 15, 2023 - Peapack-Gladstone Financial Corporation (NASDAQ Global Select Market: PGC) and Peapack-Gladstone Bank are proud to announce the appointment of Vincent...
Via
NewMediaWire
10 Financials Stocks Whale Activity In Today's Session
↗
May 11, 2023
Via
Benzinga
Looking At Capital One Finl's Recent Unusual Options Activity
↗
May 02, 2023
Via
Benzinga
Expert Ratings for Capital One Finl
↗
April 17, 2023
Via
Benzinga
Why Capital One Stock Plummeted 11.8% in March
↗
April 07, 2023
The credit card issuer dropped in what was a difficult month for banks.
Via
The Motley Fool
Expert Ratings for Capital One Finl
↗
March 31, 2023
Via
Benzinga
Regional Banks Remain On Life Support
↗
May 11, 2023
Last week saw a number of brutal days for regional bank stocks with that sector swinging wildly amid otherwise modest gains on Wall Street. Despite the best hopes of investors and observers alike, the...
Via
Benzinga
Why Shares of Capital One, Upstart, and SoFi Are Falling This Week
↗
May 04, 2023
Consumer finance companies sold off both for individual reasons and due to broader macroeconomic and sectorwide concerns.
Via
The Motley Fool
Capital One Financial (COF) Q1 2023 Earnings Call Transcript
↗
April 28, 2023
COF earnings call for the period ending March 31, 2023.
Via
The Motley Fool
GDP Slowdown Signals Rate Cuts?
↗
April 27, 2023
The decline in GDP is a sign of economic slowdown and forecasting a potential recession.
Via
Talk Markets
US Stocks Eye Higher Open As Meta Q1 Uplifts Tech Sector: Analyst Says 'No Earnings Recession In Cards Yet'
↗
April 27, 2023
Tech earnings could come to the market’s rescue on Thursday, with all major index futures currently trading higher.
Via
Benzinga
Capital One Finl Unusual Options Activity
↗
March 27, 2023
Via
Benzinga
What Should Investors Watch in Regional Bank Earnings?
↗
April 19, 2023
We're about to see how the recent banking turmoil affected regional financial institutions.
Via
The Motley Fool
Auto Loan Chaos: Is The Auto Debt Market Finally Nearing A Tipping Point?
↗
April 17, 2023
Right now, the auto market’s showing signs of serious stress. After two years -- from 2020 to 2022 -- of short supplies, excess savings, and easy money, the vehicle market boomed. But now, the...
Via
Talk Markets
Daniel P. Trudo Joins Peapack-Gladstone Bank as Senior Managing Director, Commercial Private Banker
April 17, 2023
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
Via
NewMediaWire
Team coaching specialist, professional speaker, and author Daniela Aneva helps create leadership models that build cohesive teams and drive efficiencies
April 14, 2023
Via
Get News
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Workforce
AudioCodes And Other Big Stocks Moving Lower In Monday's Pre-Market Session
↗
April 10, 2023
U.S. stock futures traded mixed this morning. Here are some big stocks recording losses in today’s pre-market trading session.
Via
Benzinga
Nasdaq, S&P 500 Futures Signal Subdued Open For Data-Heavy Week: Analyst Says Fed Rate-Hike Pause On Table
↗
April 10, 2023
The mood at the start of the trading week appears to be subdued, with the index futures pointing to a narrowly mixed opening on Monday.
Via
Benzinga
NVIDIA To Rally Around 18%? Here Are 10 Other Analyst Forecasts For Friday
↗
March 31, 2023
Benchmark cut the price target for CuriosityStream Inc. (NASDAQ: CURI) from $8 to $4. Benchmark analyst Daniel Kurnos maintained a Buy rating. CuriosityStream shares dropped 22.5% to $1.24 in...
Via
Benzinga
Block's Cash App Not Likely To Yield Promising Margins, Analyst Says Remaining Wary Of Regulatory Headwinds
↗
March 28, 2023
Via
Benzinga
10 Financials Stocks With Whale Alerts In Today's Session
↗
March 28, 2023
Via
Benzinga
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