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home
about us
Investment Approach
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Market Analysis Summary
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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
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
)
200.48
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EDT, Jun 24, 2026
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Quote
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All News about Capital One Financial
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Author Ethan Mollick on 4 Rules for Using AI
↗
April 16, 2024
We've also got a look at Why Disney and Nelson Peltz were both winners in the company's board fight and other market news.
Via
The Motley Fool
If You Invested $1000 In This Stock 15 Years Ago, You Would Have $9,100 Today
↗
April 16, 2024
Via
Benzinga
1 Stock That Turned $1,000 Into Nearly $2 Million
↗
April 16, 2024
By constantly innovating and expanding into new areas, this dominant company has made its early investors rich.
Via
The Motley Fool
What Does the Capital One/Discover Merger Mean for Small Businesses?
↗
April 15, 2024
Capital One buying Discover, and the new Visa and Mastercard legal agreement on swipe fees, could bring changes to credit cards for small businesses. See how.
Via
The Motley Fool
Topics
Credit Cards
Peering Into Capital One Finl's Recent Short Interest
↗
April 05, 2024
Via
Benzinga
Here's How Much $100 Invested In Capital One Finl 15 Years Ago Would Be Worth Today
↗
April 03, 2024
Via
Benzinga
Cracking The Code: Understanding Analyst Reviews For Capital One Finl
↗
March 27, 2024
Via
Benzinga
America's Credit Card Slump: Delinquencies Reach 12-Year High As Issuers Lower Credit Limits
↗
April 11, 2024
The Philadelphia Fed has been analyzing credit card data since 2012; the fourth quarter of last year was the worst for credit card companies.
Via
Benzinga
Topics
Credit Cards
Economy
2 Credit Card Stocks to Buy and 1 to Sell: April 2024
↗
April 10, 2024
The high interest rate environment helps bolster credit card stocks bottom line but also exposes them to high delinquency rate risk.
Via
InvestorPlace
Topics
Credit Cards
Peapack Private Announces New York City Expansion
April 08, 2024
“We are continuing to move aggressively into New York City due to the market disruption that occurred last spring,” said Doug Kennedy, President and Chief Executive Officer of Peapack-Gladstone Bank....
Via
TheNewswire.com
This Fintech Was Just Valued at $65 Billion. Could It Become 1 of 2024's Largest IPOs?
↗
April 07, 2024
As market conditions improve, more companies are exploring going public. Here's one fintech investors should keep on their radar.
Via
The Motley Fool
Here's How Much $100 Invested In Capital One Finl 15 Years Ago Would Be Worth Today
↗
March 19, 2024
Via
Benzinga
Royal Returns: 3 Dividend Aristocrat Bank Stocks for Income Investors
↗
April 03, 2024
Thanks to the 2008 financial crisis, which slowed or stopped dividends, the idea of dividend aristocrat bank stocks is just that: an idea.
Via
InvestorPlace
Peapack Private Hires Joanne Gagliardi, Senior Managing Director
April 02, 2024
Joanne brings over 25 years of financial services experience to Peapack Private, most recently serving as Senior Vice President, Senior Relationship Manager at Capital One Bank where she was designated...
Via
TheNewswire.com
Peapack Private Hires Joanne Gagliardi, Senior Managing Director
April 02, 2024
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
Via
NewMediaWire
Credit Card Debt Bomb? 2 Safer Bank Stocks You Can Buy Now
↗
March 31, 2024
Credit card debt levels, defaults, and delinquencies are on the rise.
Via
The Motley Fool
Topics
Credit Cards
Visa and Mastercard Are Lowering Their Swipe Fees. Is Lower Revenue on the Way?
↗
March 30, 2024
They both accepted a settlement to lower interchange rates.
Via
The Motley Fool
Forget Capital One and Discover: Truist, American Express Are Better Stocks to Buy
↗
March 30, 2024
Best of breed and margin of safety matter when buying banks.
Via
The Motley Fool
Is American Express Stock a Buy?
↗
March 29, 2024
This Warren Buffett financial sector favorite is making moves to keep winning.
Via
The Motley Fool
Freelance Marketplace goLance Appoints New CTO, Brian Childress
March 28, 2024
goLance appoints seasoned CTO to enhance technical leadership, elevate users’ experience, and empower freelancers and businesses alike
Via
PRUnderground
Is Capital One Stock a Buy?
↗
March 28, 2024
The bank recently announced plans to acquire Discover Financial Services. Is now the time to buy?
Via
The Motley Fool
I Can't Believe This Warren Buffett Stock Is Still So Cheap
↗
March 27, 2024
This financial stock is trading for a discount and has some interesting future growth potential.
Via
The Motley Fool
Nancy Pelosi, Cathie Wood, NVIDIA Now Share Investments In This Pre-IPO, High-Growth Artificial Intelligence Company
↗
March 22, 2024
Nancy Pelosi disclosed a new million dollar investment in a private data and artificial intelligence company. Other investors in the company include Cathie Wood, Nvidia and Andreessen Horowitz.
Via
Benzinga
Topics
Artificial Intelligence
Jim Cramer Likes Amazon More Than This E-Commerce Platform, Calls Chipotle 'The King'
↗
March 21, 2024
On CNBC’s "Mad Money Lightning Round," Jim Cramer said he likes Amazon (NASDAQ: AMZN) more than Shopify Inc. (NYSE: SHOP), but still recommended sticking with the latter one.
Via
Benzinga
3 Reasons the Capital One/Discover Merger Actually Matters for You
↗
March 17, 2024
Capital One buying Discover is not just a big business deal -- it could bring real changes for credit card customers like you. See how your wallet might change.
Via
The Motley Fool
Topics
Credit Cards
10 Financials Stocks With Whale Alerts In Today's Session
↗
March 15, 2024
Via
Benzinga
3 No-Brainer Warren Buffett Stocks to Buy Right Now
↗
March 15, 2024
These are three excellent businesses that still look attractive with the market at an all-time high.
Via
The Motley Fool
10 Financials Stocks With Whale Alerts In Today's Session
↗
March 14, 2024
Via
Benzinga
Expert Quotes: Why Capital One Buying Discover Could Change Credit Cards
↗
March 13, 2024
Curious about how Capital One buying Discover could affect the cards in your wallet? See the predictions of a top credit card loyalty program expert.
Via
The Motley Fool
Topics
Credit Cards
Warren Buffett Bought a Mystery Stock in Q4. Here Are 3 Good Candidates.
↗
March 13, 2024
No one know for sure which stock Buffett secretly bought in Q4. But here are some educated guesses.
Via
The Motley Fool
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