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home
about us
Investment Approach
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Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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 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
MARKET RESEARCH
Featured Quarterly Newsletter
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Capital One Financial
(NY:
COF
)
253.25
UNCHANGED
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Updated: 7:00 PM EST, Jan 7, 2026
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Consumer Health Check: Are We OK? How Credit Card Data Could Provide Some Clues
↗
January 24, 2023
Consumers are "still depressed” despite a bounce in sentiment, Gregory Daco, chief economist at Ernst & Young, recently said.
Via
Benzinga
Earnings Scheduled For January 24, 2023
↗
January 24, 2023
Companies Reporting Before The Bell • GATX (NYSE:GATX) is expected to report quarterly earnings at $1.44 per share on revenue of $327.63 million.
Via
Benzinga
Preview: Capital One Financial's Earnings
↗
January 23, 2023
Via
Benzinga
Where Capital One Financial Stands With Analysts
↗
January 10, 2023
Via
Benzinga
Analyst Ratings for Capital One Financial
↗
December 01, 2022
Via
Benzinga
Analyst Ratings for Capital One Financial
↗
November 15, 2022
Via
Benzinga
Market Preview Week Of Jan. 23-27: Credit Cards, Railroads, Housing
↗
January 21, 2023
Q4'22 earnings season picks up steam next week. While the headliners are Microsoft and Tesla, I’m focused on credit card companies, railroads, and home builders because they will give us important...
Via
Talk Markets
Capital One Layoffs 2023: What to Know About the Latest COF Job Cuts
↗
January 20, 2023
Capital One (COF) layoffs are a hot topic among traders on Friday as the banking company prepares to cut 1,100 tech jobs.
Via
InvestorPlace
Google Layoffs 12K Employees, Netflix's Q4 Earnings And CEO Steps Down, FDA Rejects Eli Lilly's Alzheimer's Candidate: Top Stories Friday, Jan. 20
↗
January 20, 2023
Here's a round-up of stories from around the globe and from various media outlets. Benzinga
Via
Benzinga
Capital One Financial Lets Go Over 1,000 Tech Employees: Report
↗
January 20, 2023
Capital One Financial Corp (NYSE: COF) has reportedly cut 1,100 positions in its technology segment in a move to improve its efficiency.
Via
Benzinga
The Jobs Report Tells A False Narrative
↗
January 19, 2023
Today's jobless claims figure was surprisingly strong despite massive layoffs. We tell the real story here.
Via
Talk Markets
The US Consumer Has Cracked: Discover Plunges After "Shocking" Charge-Off Forecast
↗
January 19, 2023
While big banks are diversified enough to deflect attention from spiking charge off rates on their balance sheets, some of the smaller credit card companies cannot avoid the reality that the US...
Via
Talk Markets
Multiple GLS Capital Executives Selected for IAM Strategy 300 Global Leaders 2023
January 18, 2023
Adam Gill, Jamie Lynch & Joel Merkin Recognized as Top IP Experts in the World
Via
Newswire.com
Topics
Intellectual Property
Blavity Inc. Announces Mike Hadgis as Its First Chief Revenue Officer
January 09, 2023
ATTN:'s former Chief Business Officer and Vox Media veteran joins Blavity Inc. to expand the brand's media division.
Via
Newswire.com
10 Financials Stocks With Whale Alerts In Today's Session
↗
January 09, 2023
This whale alert can help traders discover the next big trading opportunities. Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity...
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For January 10, 2023
↗
January 10, 2023
Via
Benzinga
Buy/Sell: Wall Street's Top 10 Stock Calls This Week - Saturday, Jan. 7
↗
January 07, 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 Jan. 3-6, 2023.
Via
Talk Markets
Jim Cramer Recommends Selling This EV Maker's Stock, And It's Not Tesla
↗
January 04, 2023
On CNBC’s "Mad Money Lightning Round," Jim Cramer said he wants to buy Hertz Global Holdings, Inc. (NASDAQ: HTZ) for his Charitable Trust.
Via
Benzinga
Why This Bank Analyst Is No Longer Bullish On Ally, Capital One
↗
January 03, 2023
Banks are entering 2023 in a state of alert as national and global economies slide into a period of ever-increasing uncertainty.
Via
Benzinga
Barclays Revises Price Targets On These Big US Banks
↗
January 03, 2023
Barclays boosted the price target for The Goldman Sachs Group, Inc. (NYSE: GS) from $410 to $495. Barclays analyst Jason Goldberg maintained an Overweight rating on the stock. Goldman Sachs shares...
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For January 5, 2023
↗
January 05, 2023
Via
Benzinga
How Is Consumer Credit Performing?
↗
December 22, 2022
Consumers are a key factor regarding the health of the economy and financial markets.
Via
The Motley Fool
Rewards Credit Card Market Is Booming Worldwide : Visa, MasterCard, Citigroup
December 21, 2022
Stay up-to-date with Rewards Credit Card Market research offered by AMA Research. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Topics
Credit Cards
BJ's Wholesale Stock Continues to Crush the Market. Is Now the Time to Buy?
↗
December 12, 2022
The Costco competitor just posted its most profitable third quarter ever.
Via
The Motley Fool
How Student Loan Debt Relief Could Help Small Businesses
December 09, 2022
How Student Loan Debt Relief Could Help Small Businesses President Biden's Executive Order canceling $10,000 (or $20,000 for Pell Grant recipients) is currently in limbo as it moves through the U.S....
Via
iCrowdNewswire
Topics
Economy
Benzinga's Top Ratings Upgrades, Downgrades For December 1, 2022
↗
December 01, 2022
Via
Benzinga
JPMorgan, Other Banks Discuss Refunding Duped Zelle Customers: Report
↗
November 28, 2022
Via
Benzinga
Why You Gotta Be So Mean: Ticketmaster Cancels Public Taylor Swift Ticket Sale
↗
November 17, 2022
Ticketmaster announced Thursday that an “insufficient” amount of tickets left for Taylor Swift’s Eras Tour is leading to the cancellation of Friday’s planned open-to-the-public sale.
Via
Benzinga
Why Shares of Capital One, Synchrony Financial, and Upstart Are Falling This Week
↗
November 17, 2022
Investors are concerned that a recession could lead to higher loan losses.
Via
The Motley Fool
IAM Strategy 300 Recognizes GLS Capital to the 2022 Global IP Strategist List
November 15, 2022
Adam Gill, Jamie Lynch & Joel Merkin Selected Among the Top IP Strategists in the World
Via
Newswire.com
Topics
Intellectual Property
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