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home
about us
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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
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Client Information
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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
MARKET RESEARCH
Featured Quarterly Newsletter
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Capital One Financial
(NY:
COF
)
184.64
UNCHANGED
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Updated: 7:00 PM EDT, Mar 24, 2026
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Constitutional Crisis at the Fed: DOJ Investigation of Chair Powell Rattles Global Markets
January 12, 2026
The long-standing tension between the executive branch and the nation’s central bank reached a boiling point this week as the U.S. Department of Justice (DOJ) launched a formal criminal investigation...
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Economy
Why Capital One (COF) Stock Is Trading Lower Today
January 12, 2026
Shares of financial services company Capital One (NYSE:COF) fell 6.6% in the afternoon session after President Donald Trump announced a plan to impose a one-year, 10% cap on credit card interest...
Via
StockStory
Topics
Artificial Intelligence
Credit Cards
Economy
Capital One Shares Plunges - What’s With $425M Settlement?
↗
January 12, 2026
federal judge preliminarily approved the company's revised $425 million to settle a lawsuit related to its 360 Savings accounts with depositors who said they were cheated out of high interest rates.
Via
Stocktwits
Topics
Credit Cards
Government
Lawsuit
Unusual volume S&P500 stocks in Monday's session
↗
January 12, 2026
Via
Chartmill
Gapping S&P500 stocks in Monday's session
↗
January 12, 2026
Via
Chartmill
Top S&P500 movers in Monday's session
↗
January 12, 2026
Via
Chartmill
A Tale of Two Economies: AI Surge Lifts Nasdaq While Credit Cap Fears Sink the Dow
January 12, 2026
The U.S. stock market experienced a striking divergence on Monday, January 12, 2026, as a surge in artificial intelligence optimism propelled the Nasdaq Composite and S&P 500 to near-record levels,...
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Economy
Traders Ignore DOJ Probe into Fed Independence as S&P 500 Remains Resilient
January 12, 2026
As of January 12, 2026, the traditional boundaries between the U.S. executive branch and the Federal Reserve have effectively dissolved, sparking a historic standoff that has left investors grappling...
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Economy
The 10% Ceiling: Trump’s Rate Cap Proposal Sends Shockwaves Through Wall Street
January 12, 2026
The financial sector is reeling this week as a new and aggressive regulatory threat takes center stage: a proposed 10% national cap on credit card interest rates. On January 9, 2026, President Donald...
Via
MarketMinute
Topics
Credit Cards
Economy
Government
Former Fed Chiefs Rebuke DOJ Probe into Jerome Powell: A Crisis of Independence
January 12, 2026
WASHINGTON, D.C. — In a historic display of institutional solidarity, a bipartisan coalition of former Federal Reserve leaders and Treasury officials issued a blistering rebuke today, January 12, 2026,...
Via
MarketMinute
Topics
Bonds
Credit Cards
Economy
Consumers Grow More Deliberate in Saving as Coupon Usage Becomes a Core Shopping Behavior in 2026
January 12, 2026
SINGAPORE and NEW YORK, Jan. 12, 2026 (SEND2PRESS NEWSWIRE) -- New analysis released by the HotDeals Research Team suggests that consumers are entering 2026 with a more deliberate and research-oriented...
Via
Send2Press
Synchrony Financial Shares Plunge 8% Following Trump Interest Rate Cap Proposal
January 12, 2026
NEW YORK — Shares of Synchrony Financial (NYSE: SYF) plummeted more than 8% on Monday as investors reacted with alarm to a weekend proposal from President-elect Donald Trump to institute a temporary...
Via
MarketMinute
Topics
Credit Cards
Government
Constitutional Crisis at the Fed: DOJ Opens Criminal Probe Into Chair Jerome Powell, Sending Markets Into a Tailspin
January 12, 2026
In a move that has sent shockwaves through global financial centers and ignited a constitutional firestorm, the Department of Justice (DOJ) has officially opened a criminal investigation into Federal...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Credit Cards
14 Analysts Assess Capital One Finl: What You Need To Know
↗
January 12, 2026
Via
Benzinga
Why Synchrony Financial (SYF) Shares Are Plunging Today
January 12, 2026
Shares of consumer financial services company Synchrony Financial (NYSE:SYF) fell 8.1% in the afternoon session after President Donald Trump proposed capping credit card interest rates.
Via
StockStory
Topics
Credit Cards
Economy
Government
Why American Express (AXP) Shares Are Falling Today
January 12, 2026
Shares of global payments company American Express (NYSE:AXP) fell 4.1% in the afternoon session after President Donald Trump announced a call for a 10% cap on credit card interest rates.
Via
StockStory
Topics
Credit Cards
Government
Why Shares of Capital One Are Sinking Today
↗
January 12, 2026
President Trump's proposed 10% interest rate cap on credit cards comes as his administration grapples with affordability issues.
Via
The Motley Fool
Topics
Credit Cards
Economy
Government
What's going on in today's session: S&P500 movers
↗
January 12, 2026
Via
Chartmill
Market Resilience Tested as S&P 500 Rebounds from 'Powell Probe' Shocks
January 12, 2026
The S&P 500 index demonstrated remarkable intraday resilience on Monday, January 12, 2026, clawing back from early session lows triggered by a sudden Department of Justice (DOJ) investigation into...
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Economy
Wall Street Reels as Trump Proposes 10% Credit Card Rate Cap; Banking Sector Faces 'Margin Meltdown'
January 12, 2026
In a move that has sent shockwaves through the American financial system, the Trump administration has officially proposed a national 10% cap on credit card interest rates. The announcement, which was...
Via
MarketMinute
Topics
Credit Cards
Economy
Government
The Independence Crisis: DOJ Probe of Jerome Powell Ignites Constitutional Standoff Over Monetary Policy
January 12, 2026
In an unprecedented escalation of the conflict between the executive branch and the nation’s central bank, the Department of Justice (DOJ) has launched a criminal investigation into Federal Reserve...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Credit Cards
CapitalOne Is Tumbling on Trump’s 10% Card Rate Cap Threat. Should You Buy COF Stock?
January 12, 2026
Capital One's stock faces pressure from Trump's credit card rate cap threat but offers a compelling buy-the-dip case given its market leadership, growth trajectory, and policy skepticism.
Via
Barchart.com
Topics
Credit Cards
Government
Constitutional Crossroads: Fed Independence Crisis Triggers Historic Surge in Commodity Markets
January 12, 2026
The bedrock of global financial stability was shaken to its core on Monday, January 12, 2026, as a full-blown constitutional crisis between the White House and the Federal Reserve sent shockwaves...
Via
MarketMinute
Topics
Derivatives
Economy
Government
Gold Shatters $4,600 as DOJ Probe into Federal Reserve Sparks Constitutional Crisis and Market Flight to Safety
January 12, 2026
In a historic session that has sent shockwaves through global financial centers, gold prices surged to an all-time record high of $4,612.70 per ounce on January 12, 2026. The move marks a definitive...
Via
MarketMinute
Topics
Credit Cards
ETFs
Economy
The 10% Ceiling: Trump’s Credit Card Interest Cap Proposal Shakes Wall Street
January 12, 2026
The financial markets opened to a sea of red this Monday morning as President Donald Trump’s latest economic offensive—a proposed 10% cap on credit card interest rates—sent shockwaves through the...
Via
MarketMinute
Topics
Credit Cards
Economy
Government
The Golden Shield: TSX Hits Records as Fed Independence Crisis Sparks 'Sell America' Flight
January 12, 2026
The Canadian equity market surged to unprecedented heights on Monday, January 12, 2026, as investors fled a burgeoning institutional crisis in the United States. S&P/TSX Composite Index futures edged...
Via
MarketMinute
Topics
Bonds
Credit Cards
Economy
Constitutional Crisis at the Fed: DOJ Opens Criminal Probe into Chair Jerome Powell as Markets Tumble
January 12, 2026
The stability of the American financial system was rocked on Monday as the Department of Justice officially opened a criminal investigation into Federal Reserve Chair Jerome Powell. The move, which...
Via
MarketMinute
Topics
Credit Cards
Economy
Law Enforcement
Alpha Capital One LLC Reports Selective Buying and Selling Activity in Bitcoin and Physical Gold
January 12, 2026
Via
Press Release Distribution Service
Constitutional Crisis at the Fed: Powell Faces DOJ Indictment Threat as Markets Reel
January 12, 2026
The global financial landscape was thrown into a state of unprecedented chaos this week as the Federal Reserve, long considered the bedrock of economic stability, found itself at the center of a...
Via
MarketMinute
Topics
Credit Cards
Economy
Law Enforcement
These S&P500 stocks are moving in today's pre-market session
↗
January 12, 2026
Via
Chartmill
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