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home
about us
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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
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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
)
255.68
+2.43 (+0.96%)
Official Closing Price
Updated: 7:00 PM EST, Jan 8, 2026
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Looking At Capital One Finl's Recent Unusual Options Activity
↗
March 22, 2023
Via
Benzinga
Looking At Capital One Finl's Recent Unusual Options Activity
↗
March 15, 2023
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Benzinga
3 Bank Stocks to Buy That Are Crushing It With AI
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March 13, 2023
While it’s hard to imagine investors are looking for bank stocks to buy at the moment, these three are crushing it with AI.
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InvestorPlace
Looking Into Capital One Finl's Recent Short Interest
↗
March 13, 2023
Via
Benzinga
A Comprehensive Study Exploring Digital Payment & Security Market : Key Players Wells Fargo, Mastercard, Chase Bank, Capital One
March 10, 2023
Get Digital Payment & Security Market analysis, key vendors & competitive scenario of the market prepared using market research tools such as Porter’s five forces and SWOT analysis.
Via
SBWire
Topics
Economy
Golden Cross Appears Before Capital One Finl Investors
↗
March 03, 2023
Via
Benzinga
Yida Gao’s Venture Capital Firm Shima Capital Announcement of Recognition
February 21, 2023
Via
Press Release Distribution Service
Capital One May Look Cheap, but I'm Not Buying
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February 06, 2023
The credit card middleman is right where it doesn't want to be in this economic environment.
Via
The Motley Fool
The Jobs Data Continues To Get Worse
↗
March 07, 2023
We continue to see enormous numbers of layoffs in the technology sector, among others. Yet the official jobs data continues to be strong. Investors would be advised to take the official numbers with a...
Via
Talk Markets
Kohl's Earnings Were So Bad. They're Actually Good
March 06, 2023
Retail department store chain Kohl’s Corporation (NYSE: KSS) had a disastrous Q4 2022 earnings report missing top and bottom lines and lowering its full-year
Via
MarketBeat
Buy/Sell: Wall Street's Top 10 Stock Calls This Week - Saturday, March 4
↗
March 04, 2023
What has Wall Street been buzzing about this week? Here are the top 5 buy calls and the top 5 sell calls made by Wall Street’s best analysts during the week of Feb. 27 through March 3.
Via
Talk Markets
Benzinga's Top Ratings Upgrades, Downgrades For March 2, 2023
↗
March 02, 2023
Via
Benzinga
Capital One Financial: Dividend Insights
↗
January 31, 2023
Via
Benzinga
2 Warren Buffett Stocks to Hold Forever
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March 01, 2023
These industry leaders have competitive advantages that make them good long-term investments.
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B2B Payments Platform Market Size, Share, Growth Outlook, Business Analysis, Key Trends, Competitive Analysis and Demand Forecast by 2028
February 16, 2023
B2B Payments Platform,B2B Payments Platform Market, B2B Payments Platform Market Size, B2B Payments Platform Market Share, B2B Payments Platform Market Trends, B2B Payments Platform Market Forecast,B2B...
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SBWire
Is This the End of PayPal As We Know It?
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February 06, 2023
A competing digital wallet will soon be hitting the market.
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The Motley Fool
For a Pure-Play Credit Card Lender, Capital One Is Building a Solid Deposit Franchise
↗
February 06, 2023
Capital One saw its deposit costs rise at a slower pace than many of its peers.
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The Motley Fool
Capital One Just Saw a Spike in Loan Losses. Should Investors Be Worried?
↗
February 05, 2023
Loan losses and delinquencies for the banking giant rose significantly in the fourth quarter.
Via
The Motley Fool
Neobank Current Onboards New Chief Risk Officer Ahead Of 2023 Credit Product Launch
↗
January 31, 2023
Current, the Andreessen Horowitz-backed disruptor looking to fix the way people bank, announced the addition of Siva Gowrishankar as the firm’s new Chief Risk Officer.
Via
Benzinga
Capital One Stock: Will Subprime Borrowers Spoil the Rally?
January 30, 2023
Financial services holding company Capital One Financial Co. (NYSE: COF) stock has been hit due to its exposure to subprime borrowers. As the economy contracts
Via
MarketBeat
Topics
Credit Cards
Economy
Big Banks Try to Take On Apple Wallet and PayPal
↗
January 28, 2023
Plus, we chat about the layoffs at Spotify and what's going on at Funko.
Via
The Motley Fool
The Ultimate Guide to Getting Your First Credit Card in Your 20s
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January 27, 2023
Building credit is on the minds of many would-be mortgage holders in 2023. Looking for your first credit card? Here's what you need to know!
Via
InvestorPlace
Stock Market Rally Powers Higher Amid Big Earnings From Tesla, Boeing, Microsoft, American Express: Weekly Review
↗
January 27, 2023
Stocks reacted well to uneven earnings and economic reports.
Via
Investor's Business Daily
Consumer Health in Focus After Data Shows Spending Pullback Last Month
↗
January 27, 2023
(Friday Market Open) The S&P 500® is up 2% this week and more than 5% so far in January, but the market’s “wall of worries” hasn’t disappeared. The latest concern, fresh off the presses this morning,...
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Benzinga
Why Capital One, LendingTree, and World Acceptance Are Rising This Week
↗
January 26, 2023
Several consumer and credit card lenders reported earnings this week.
Via
The Motley Fool
5 Most Expensive Financial Stocks You Should Worry About
↗
January 26, 2023
The most overbought stocks in the financial sector presents an opportunity to go short on these overvalued companies.
Via
Benzinga
Will Earnings Disappointments Stop the Stock Market Rally?
↗
January 25, 2023
A couple of high-profile stocks lost ground Wednesday morning after the companies announced poor results.
Via
The Motley Fool
Capital One Financial (COF) Q4 2022 Earnings Call Transcript
↗
January 24, 2023
COF earnings call for the period ending December 31, 2022.
Via
The Motley Fool
The Earnings Shall Continue! Today's Key Updates For You
↗
January 24, 2023
Another day, another round of fresh new earnings and plays to take in the news-fueled volatility.
Via
Talk Markets
Yida Gao, Shima Capital Recognized for Prolific Deal Activity
January 25, 2023
They were amongst several other top-tier Web3 venture capital fundsSAN FRANCISCO - Jan. 25, 2023 - PRLog -- Crypto news outlet The Block's Digital Asset Funding Landscape report was released last week...
Via
PRLog
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