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home
about us
Investment Approach
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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
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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
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TAF sm Program
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Back Dated Performance Reports
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TAV Program
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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
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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Event Schedule
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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
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Discover Financial Services
(NY:
DFS
)
200.05
UNCHANGED
Last Price
Updated: 7:00 PM EDT, May 16, 2025
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All News about Discover Financial Services
Digital Finance's Rising Star: Why This Stock is Gaining Momentum
July 22, 2024
Ally Financial Inc. (NYSE: ALLY) is a digital financial services company offering a range of financial products to consumers and businesses. The company
Via
MarketBeat
The Best Warren Buffett Stocks to Buy With $1,000 Right Now
↗
July 22, 2024
Not all stocks have become too expensive. Here are three from Warren Buffett's Berkshire Hathaway to put on your radar.
Via
The Motley Fool
These Analysts Raise Their Forecasts On Discover Financial After Strong Q2 Earnings
↗
July 19, 2024
Via
Benzinga
Don't Overlook These 2 Top-Rated Stocks After Earnings
↗
July 18, 2024
Here’s a look at two of these buy-rated stocks that investors shouldn’t overlook after beating EPS estimates on Wednesday.
Via
Talk Markets
Analyst Expects Discover Financial To Further Narrow FY24 Guidance This Year: Details
↗
July 18, 2024
Discover Financial Services reported strong Q2 earnings, beating estimates and progressing independently. Pending merger with Capital One may further drive performance.
Via
Benzinga
(DFS) - Analyzing Discover Finl's Short Interest
↗
July 08, 2024
Via
Benzinga
A Glimpse Into The Expert Outlook On Discover Finl Through 4 Analysts
↗
July 08, 2024
Via
Benzinga
What's Going On With SoFi Technologies Stock?
↗
July 18, 2024
SoFi Technologies shares are trading mostly flat Thursday. The stock has climbed more than 20% over the past month on investors' optimism for rate cuts in the near-term. Here's what you need to know:
Via
Benzinga
Big Rotation Continues; DFS Beats Big In Q2, United Mixed
↗
July 18, 2024
This week’s major rotation continues. One of the major indices that had fallen behind so far in 2024 is catching a bid, at the expense of those that had been racing ahead.
Via
Talk Markets
DFS Stock Earnings: Discover Finl Beats EPS, Beats Revenue for Q2 2024
↗
July 17, 2024
DFS stock results show that Discover Finl beat analyst estimates for earnings per share and beat on revenue for the second quarter of 2024.
Via
InvestorPlace
Why Capital One Stock Is Climbing
↗
July 17, 2024
Capital One Financial shares are trading higher after-hours Wednesday. Capital One plans to acquire Discover Financial Services which reported better-than-expected second-quarter results after the...
Via
Benzinga
Discover Reports Better-Than-Expected Q2 Results: Here's The Details
↗
July 17, 2024
Discover Financial Services reported its second-quarter financial results Wednesday. Here's a look at the key figures from the report.
Via
Benzinga
Discover Financial Services Reports Second Quarter 2024 Net Income of $1.5 Billion or $6.06 Per Diluted Share
July 17, 2024
From
Discover Financial Services
Via
Business Wire
Nasdaq 100 Suffers Worst Day In 11 Months As Chipmakers Tumble On China Curbs; Magnificent 7 Wipe Out $500B : What's Driving Markets Wednesday?
↗
July 17, 2024
It’s deep red on Wall Street on Wednesday, with tech stocks sharply falling amid a semiconductor broad-based selloff following news that the Biden administration is hastening export restrictions to...
Via
Benzinga
Discover Is Selling Its Student Loan Portfolio. What Does That Mean for SoFi Stock?
↗
July 17, 2024
Discover Bank is selling its private student loan portfolio for up to $10.8 billion. Here's what that means for SOFI stock.
Via
InvestorPlace
Earnings Roundup: One Solo Climber; Discover Makes $10.8 Billion Sale
↗
July 17, 2024
U.S. Bancorp, Citizens Financial, Ally, J.B. Hunt report earnings. Steel Dynamics, United Airlines, Discover on tap late Wednesday.
Via
Investor's Business Daily
Capital One Announces Five-Year, $265 Billion Community Benefits Plan in Connection with Discover Acquisition to Advance Economic Opportunity and Financial Well-Being
July 17, 2024
From
Capital One Financial Corporation
Via
Business Wire
Carlyle and KKR Strategic Partnerships Agree to Acquire Approximately $10.1 Billion Prime Student Loan Portfolio from Discover Financial Services
July 17, 2024
From
KKR
Via
Business Wire
Discover Financial Services Announces Agreement to Sell Private Student Loan Portfolio
July 17, 2024
From
Discover Financial Services
Via
Business Wire
Nasdaq, S&P 500 Futures Plunge After Trump's Comments And ASML's Weak Forecast Deepens Tech Sell-Off: AI Narrative May Be Priced In, Says Analyst
↗
July 17, 2024
Sentiment will likely reverse course, with the index futures trading notably lower early Wednesday. The recent run-up ideally should render the mood cautious, and the caution may intensify as the first...
Via
Benzinga
Topics
Artificial Intelligence
Government
Stocks
The Smartest Bank Stocks to Buy With $1,000 Right Now
↗
July 17, 2024
There are some interesting opportunities in the financial sector, and here are two of my favorites.
Via
The Motley Fool
Netflix, Goldman Sachs, J&J, ASML Lead Q2 Reports This Week As Analysts See Earnings Growth Accelerating To Fastest In Over 2 Years
↗
July 15, 2024
Following a lackluster big bank earnings, market participants now turn their attention to the unfolding week, expecting the trend to reverse.
Via
Benzinga
Thoughts For Thursday: Fed Expectations Continue To Push Market Higher
↗
July 11, 2024
Despite war dangers in Ukraine, the Middle East and saber-rattling by Russia and China, markets seem unfazed and seem focused on expectations of a Fed rate cut in September.
Via
Talk Markets
Topics
Economy
3 Key Reports To Watch This Earnings Season
↗
July 11, 2024
The earnings picture has largely remained stable, with tech expected to flex strong growth yet again. And a few notable releases that investors should keep an eye on include Nvidia, McDonald’s, and...
Via
Talk Markets
Army & Air Force Exchange Service to Collaborate with Discover® Global Network to Expand MILITARY STAR Card Acceptance
July 09, 2024
From
Discover Financial Services
Via
Business Wire
American Express To Rally Around 19%? Here Are 10 Top Analyst Forecasts For Monday
↗
July 08, 2024
Via
Benzinga
Discover Launches Balance+: A Fee-Free Overdraft Protection Feature for Debit Card Purchases
July 08, 2024
From
Discover Financial Services
Via
Business Wire
Chewy's Bounce and Amazon's Rise
↗
July 05, 2024
We also chat with William Cohan from Puck about what's going on with Paramount Global.
Via
The Motley Fool
Supreme Court Allows Merchants To Challenge Debit-Card Swipe Fees Beyond Six-Year Statute
↗
July 01, 2024
The US Supreme Court ruled merchants can challenge debit-card swipe fees outside the 6-year statute, boosting their power against federal agencies.
Via
Benzinga
Could Capital One Become the Next Visa or Mastercard?
↗
July 01, 2024
The credit card focused bank is making an interesting move with tremendous long-term potential.
Via
The Motley Fool
Topics
Credit Cards
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