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home
about us
Investment Approach
Client Service Approach
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
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
MARKET RESEARCH
Featured Quarterly Newsletter
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Capital One Financial
(NY:
COF
)
253.25
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EST, Jan 7, 2026
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B2B Digital Payment Market Sets the Table for Continued Growth : Global Payments, PayPal Holdings, Square
November 14, 2022
Stay up-to-date with B2B Digital Payment Market research offered by AMA. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Topics
Supply Chain
BIO-key's Integrated Solution Could Help Provide A Cost-Effective Cyber Insurance Solution
↗
November 08, 2022
Organizations that rely on computers and digital media to accomplish vital business tasks would likely have cybersecurity as one of their primary concerns today.
Via
Benzinga
Capital One Financial: Dividend Insights
↗
November 07, 2022
Wednesday marks the last chance for investors to receive the next dividend payout from Capital One Financial (NYSE:COF).
Via
Benzinga
Music Beats Cancer Charity and iHeart Radio Reveal Challenge to Raise Funds for Cancer Research and Innovation
October 31, 2022
Via
AB Newswire
Capital One Financial (COF) Q3 2022 Earnings Call Transcript
↗
October 28, 2022
COF earnings call for the period ending September 30, 2022.
Via
The Motley Fool
Capital One Financial: Q3 Earnings Insights
↗
October 27, 2022
Capital One Financial (NYSE:COF) reported its Q3 earnings results on Thursday, October 27, 2022 at 04:05 PM. Here's what investors need to know about the announcement.
Via
Benzinga
Check Out What Whales Are Doing With COF
↗
October 27, 2022
A whale with a lot of money to spend has taken a noticeably bullish stance on Capital One Financial. Looking at options history for Capital One Financial (NYSE:COF) we detected 15 strange trades.
Via
Benzinga
Social Snowball Launches the Leaked Discount Code Center
October 24, 2022
Via
Get News
Want To Earn High Interest From Savings? Here Are the Best Banks For CDs (Certificates Of Deposit)
↗
October 24, 2022
These days, traditional savings accounts have not offered much to investors for some time. But now that the Federal Reserve is raising interest rates, big banks are raising rates as well.
Via
Benzinga
3 Fundamentally Sound Mid-Caps to Keep on the Watch List
October 24, 2022
The mid-cap space is a great place to find less prominent names with the financials to outperform. Watch lists should include these three stocks.
Via
MarketBeat
Topics
Economy
ATC Healthcare CEO Spoke Alongside Other Key Industry Experts on Preparing For Future Labor Challenges and Opportunities
October 20, 2022
Via
AB Newswire
What 10 Analyst Ratings Have To Say About Capital One Financial
↗
October 18, 2022
Within the last quarter, Capital One Financial (NYSE:COF) has observed the following analyst ratings:
Via
Benzinga
Roblox To $51? Plus Deutsche Bank Slashes PT On Deere & Company
↗
October 13, 2022
Via
Benzinga
EcoCart Raises $14.5M Series A to Make Sustainable Ecommerce More Accessible and Transparent
October 10, 2022
Climate infrastructure startup's 8x revenue growth captured the attention of lead investors Fifth Wall
Via
Newswire.com
Why Is RIVN Stock Up Today? Rivian Confirmed 2022 Production Targets.
↗
October 04, 2022
RIVN stock is up after Rivian announced it produced 7,363 vehicles in Q3 and is on track to meet its full-year production guidance.
Via
InvestorPlace
Revista to Launch the First Customized Life Science Building Database
September 30, 2022
Company will provide the bioscience real estate sector's only online archive of life science properties, as well as industry statistics and resources, national and regional market reports, and...
Via
Newswire.com
Analyst Ratings for Capital One Financial
↗
September 26, 2022
Over the past 3 months, 10 analysts have published their opinion on Capital One Financial (NYSE:COF) stock. These analysts are typically employed by large Wall Street banks and tasked with...
Via
Benzinga
Credit Card Holders Are Struggling To Make Payments: Why The Biggest Losers Are Goldman Sachs, Apple Pay
↗
September 19, 2022
Big credit card issuers have released data for delinquency and charge-offs for the month of August, lending a glimpse into the latest spending habits of Americans.
Via
Benzinga
Check Out What Whales Are Doing With COF
↗
September 15, 2022
Someone with a lot of money to spend has taken a bearish stance on Capital One Financial (NYSE:COF). And retail traders should know. We noticed this today when the big position showed up on publicly...
Via
Benzinga
5 Value Stocks In The Financial Services Sector
↗
September 15, 2022
What Defines a Value Stock? A value stock is traditionally defined in terms of how investors in the marketplace are valuing that company's future growth prospects. Low P/E multiples are good base...
Via
Benzinga
19 S&P 500 Blue Chips With A Margin Of Safety And High Dividend Yields
↗
September 14, 2022
A review of 19 blue-chip, investment grade, dividend growth stocks in the S&P 500 that offer a margin of safety.
Via
Talk Markets
Capital One Financial Whale Trades For September 12
↗
September 12, 2022
A whale with a lot of money to spend has taken a noticeably bearish stance on Capital One Financial. Looking at options history for Capital One Financial (NYSE:COF) we detected 11 strange trades.
Via
Benzinga
GDA Capital and Mallconomy Announce New Global Strategic Partnership
September 09, 2022
Toronto, Canada, NY () September 9, 2022 -- GDA Capital will assist with the development and implementation of the Mallconomy Metaverse platform
Via
Prodigy
What Are Whales Doing With Capital One Financial
↗
September 07, 2022
Someone with a lot of money to spend has taken a bearish stance on Capital One Financial (NYSE:COF). And retail traders should know. We noticed this today when the big position showed up on publicly...
Via
Benzinga
Capital One Financial, Kroger Are CNBC's Final Calls
↗
September 05, 2022
On CNBC’s “The Final Call,” Carter Worth recommended selling Capital One Financial Corp.
Via
Benzinga
American Express Leverages A Global Presence And Enticing Credit Card Rewards
↗
August 29, 2022
With travel clout, cash rewards and service acumen, American Express outpaces competitors.
Via
Investor's Business Daily
Capital One Drops Fees, Boosts Trust, But Most Banks? Not So Much
↗
August 29, 2022
Capital One takes top honors in IBD's banker trust survey with mobile banking, fee cuts.
Via
Investor's Business Daily
IBD's 3rd Annual Customer Trust Survey: Stalwarts And Newcomers Win Praise
↗
August 29, 2022
Battered customers shared their pain in 2022, praising some companies and panning others.
Via
Investor's Business Daily
Collective investments and how the “Luke Trade” token will help solve this problem.
August 28, 2022
Via
eTrendy Stock
Leading National Free Tech Training Nonprofit, NPower, Announces New Board Member: Gerald Charles Jr.
August 12, 2022
Via
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