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about us
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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
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TAF sm Program
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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly 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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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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
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Capital One Financial
(NY:
COF
)
247.93
+5.57 (+2.30%)
Official Closing Price
Updated: 4:10 PM EST, Jan 2, 2026
Add to My Watchlist
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How Is The Market Feeling About Capital One Finl?
↗
June 12, 2025
Via
Benzinga
Prediction: Buying Delta Air Lines Stock Today Will Set You Up for Life
↗
June 11, 2025
Via
The Motley Fool
Topics
Earnings
World Trade
Amex Still King Of Premium Credit Cards — But Chase, Capital One Are Closing In Fast: Analyst
↗
June 11, 2025
BofA Securities analyst Mihir Bhatia found that the US premium credit card market is competitive, with Amex leading but Chase and Capital One closing the gap.
Via
Benzinga
Topics
Credit Cards
Capital One Financial Investor Alert: Scott+Scott Attorneys at Law LLP Investigates Capital One Financial Corporation’s Directors and Officers for Breach of Fiduciary Duties – COF
June 10, 2025
From
Scott+Scott Attorneys at Law LLP
Via
Business Wire
A Closer Look at Capital One Finl's Options Market Dynamics
↗
June 04, 2025
Via
Benzinga
Looking At Capital One Finl's Recent Unusual Options Activity
↗
June 02, 2025
Via
Benzinga
$1000 Invested In Capital One Finl 5 Years Ago Would Be Worth This Much Today
↗
May 28, 2025
Via
Benzinga
10 Financials Stocks With Whale Alerts In Today's Session
↗
June 09, 2025
Via
Benzinga
3 Warren Buffett Stocks to Buy Hand Over Fist in June
↗
June 05, 2025
Several of the Oracle of Omaha's longtime favorites would be at home in most investors' portfolios.
Via
The Motley Fool
Topics
Credit Cards
Warren Buffett Has 48% of His $281 Billion Portfolio Invested in 3 Exceptional Stocks
↗
June 03, 2025
Buffett puts a lot of money in his highest-conviction stocks.
Via
The Motley Fool
Topics
Economy
Government
World Trade
2 Stocks That Can Rerate Higher Due to Recent Acquisitions
↗
May 30, 2025
Via
The Motley Fool
Topics
Credit Cards
Under the Radar: One of the Market's Steadiest Hands Just Revealed His Best Ideas
↗
May 27, 2025
Via
Benzinga
CAPITAL ONE FINANCIAL INVESTOR ALERT: Scott+Scott Attorneys at Law LLP Investigates Capital One Financial Corporation’s Directors and Officers for Breach of Fiduciary Duties – COF
May 27, 2025
From
Scott+Scott Attorneys at Law LLP
Via
Business Wire
Crypto Joins the S&P 500. Here's What the Critics Are Saying
↗
May 23, 2025
Via
The Motley Fool
Topics
Stocks
Peter Clemente Joins Peapack Private Bank & Trust
May 22, 2025
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
Via
NewMediaWire
Peter Clemente Joins Peapack Private Bank & Trust
May 22, 2025
Via
TheNewswire.com
If You Invested $100 In This Stock 5 Years Ago, You Would Have This Much Today
↗
May 22, 2025
Via
Benzinga
1 Key Number Capital One Investors Need to Watch in 2025 and Beyond
↗
May 22, 2025
Capital One's merger with Discover isn't the only thing investors should pay attention to.
Via
The Motley Fool
A Glimpse Into The Expert Outlook On Capital One Finl Through 7 Analysts
↗
May 21, 2025
Via
Benzinga
Tim Juliano Joins Peapack Private Bank & Trust
May 21, 2025
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
Via
NewMediaWire
Tim Juliano Joins Peapack Private Bank & Trust
May 21, 2025
Via
TheNewswire.com
Made in the USA: Warren Buffett Sells Out of 1 International Stock and Doubles His Stake in 2 U.S. Companies
↗
May 20, 2025
Via
The Motley Fool
Buffett's Latest Portfolio Moves, and Another Secret Stock
May 19, 2025
Buffett's latest 13F shows no new positions in publicly traded companies, but includes a confidential mystery stake, sparking significant speculation.
Via
MarketBeat
Topics
Regulatory Compliance
China’s Factory Output Shows Resilience Amid Tariff War — Retail Sales Remain A Worrying Sign
↗
May 19, 2025
According to the National Bureau of Statistics data, China’s industrial output rose 6.1% compared to a year earlier.
Via
Stocktwits
Topics
ETFs
Economy
World Trade
Capital One Stock In Focus After Completing $35B Discover Financial Deal
↗
May 19, 2025
The deal attracted scrutiny from Democratic lawmakers last year on concerns about reduced competition and harm to low-income customers.
Via
Stocktwits
Topics
Credit Cards
Economy
Government
Capital One Completes Acquisition of Discover
May 18, 2025
From
Capital One Financial Corporation
Via
Business Wire
Warren Buffett Just Sold These 8 Stocks, One of Which Remains a Phenomenal Bargain (and a Top Holding of Mine)
↗
May 18, 2025
The Oracle of Omaha has been a big-time seller of stocks for 10 consecutive quarters -- but there's one sale he may regret.
Via
The Motley Fool
Topics
Regulatory Compliance
Loeb's Third Point Exits Meta, Tesla, Rotates Into Staples, Telecom, Industrials
↗
May 16, 2025
Third Point LLC, led by Dan Loeb, sold stakes in top stocks during Q1 of 2025 amid tariff concerns. Also made significant new additions and increases.
Via
Benzinga
Topics
World Trade
Berkshire Hathaway Slashes Bank Holdings, Filings Show Mystery Stock Build-Up
↗
May 16, 2025
The filing said Berkshire sold 48,660,056 shares of Bank of America, eventually reducing its stake by over 7%.
Via
Stocktwits
Warren Buffett Ditches Bitcoin-Linked Nu Holdings, Adds To Constellation Brands, Domino's Pizza, Pool Corp Stakes
↗
May 15, 2025
As legendary investor Warren Buffett prepares to step down as CEO of Berkshire Hathaway Inc.
Via
Benzinga
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