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home
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
Total Asset Fund (TAF)
TAF sm Program
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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
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Capital One Financial
(NY:
COF
)
184.64
+0.64 (+0.35%)
Official Closing Price
Updated: 7:00 PM EDT, Mar 24, 2026
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All News about Capital One Financial
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Capital One, Credit Cards Dive As Trump Aims To Cap Interest Rates.
↗
January 12, 2026
Capital One, Synchrony Financial lead credit card retreat after President Trump says he wants to cap interest rates at 10%.
Via
Investor's Business Daily
Topics
Credit Cards
Government
Nasdaq, S&P 500 Futures Wobble As Trump-Powell Clash Rattles Markets: Why CRML, HIMS, WMT, NFLX, NVAX, COF Are On Traders' Radar Today
↗
January 12, 2026
Via
Stocktwits
Topics
Stocks
Trump’s 10% Credit Card Rate Cap Explained: Are Visa, Mastercard, American Express At Risk?
↗
January 11, 2026
Via
Stocktwits
Topics
Credit Cards
Government
Is American Express Stock a Millionaire Maker?
↗
January 11, 2026
The premium credit card company has been a successful investment in the past.
Via
The Motley Fool
Topics
Credit Cards
Palo Alto, Capital One Financial, IDEXX Laboratories And More: CNBC's 'Final Trades'
↗
January 08, 2026
Palo Alto and IDEXX both gained during the Wednesday session, while Capital One Financial and the Materials Select Sector SPDR ETF declined.
Via
Benzinga
Topics
ETFs
Fairfax County Economic Development Authority to Host Hiring Event to Connect Job Seekers with Thousands of Open Roles Across Northern Virginia
January 07, 2026
Fairfax County, Virginia--(Newsfile Corp. - January 7, 2026) - As Northern Virginia continues to evolve as one of the nation's...
Via
Newsfile
Topics
Artificial Intelligence
Economy
U.S. Markets Defy Gravity: S&P 500 Hits Record Highs as Global Peers Brace for Cooling
January 07, 2026
The S&P 500 (NYSEARCA:SPY) has kicked off 2026 by shattering previous records, signaling that the "American Exceptionalism" trade remains the dominant force in global finance. While international...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Using VIX Butterflies as a Tactical Volatility Hedge
January 07, 2026
Market volatility is as low as we’ve seen in the last six months as measured by the CBOE Volatility (VIX) Index.
Via
Barchart.com
Topics
Stocks
TPG, Bread Financial, Donnelley Financial Solutions, and Capital One Shares Skyrocket, What You Need To Know
January 06, 2026
A number of stocks jumped in the afternoon session after investors shrugged off geopolitical tensions in Venezuela to push the S&P 500 and Dow Jones Industrial Average to new all-time highs.
Via
StockStory
Topics
Artificial Intelligence
Credit Cards
Economy
The Best Warren Buffett Stocks to Buy With $3,000 Right Now
↗
January 04, 2026
These will be some of the last names you know are fully Buffett-approved.
Via
The Motley Fool
Where Will Ethereum Be in 5 Years?
↗
January 03, 2026
Here's how Ethereum could reach $25,000 or more.
Via
The Motley Fool
BTIG's Top Stock Picks for H1 2026: Navigating the New 'Application' Era
January 02, 2026
As the financial markets open for the 2026 calendar year, BTIG has released its highly anticipated "Top Picks" report for the first half of the year, signaling a transition from the speculative fervor...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
1 Unpopular Stock That Should Get More Attention and 2 We Find Risky
January 01, 2026
When Wall Street turns bearish on a stock, it’s worth paying attention. These calls stand out because analysts rarely issue grim ratings on companies for fear their firms will lose out in other...
Via
StockStory
Topics
Retirement
2026 Sector Playbook: 3 Sectors Trading Below Fair Value
↗
January 01, 2026
Via
MarketBeat
Navigating the Neutral Rate: Wall Street's 2026 Outlook Forecasts Growth Amidst AI Maturity
January 01, 2026
As the opening bell prepares to ring for the first time in 2026, the American investor finds themselves at a unique crossroads of technological maturation and economic normalization. Following a robust...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
7 Reasons to Buy WMT Stock Like There's No Tomorrow
↗
January 01, 2026
Walmart is an omnichannel powerhouse that excels in strategy execution.
Via
The Motley Fool
Here's How Much You Would Have Made Owning Capital One Finl Stock In The Last 5 Years
↗
January 01, 2026
Via
Benzinga
The Year of the Megadeal: How 2025’s $4.5 Trillion M&A Surge Redefined the S&P 500
December 31, 2025
As 2025 draws to a close, the financial world is looking back at a year that fundamentally reshaped the corporate landscape. Driven by a relentless race for Artificial Intelligence (AI) dominance, a...
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Economy
3 Stocks to Short in Early 2026, and 3 ETFs That Make Betting Against Them Even Easier
December 31, 2025
If you’re like me and don’t want to be caught short, consider these inverse and leveraged inverse ETFs.
Via
Barchart.com
Topics
ETFs
How Do Investors Really Feel About Capital One Financial Corp?
↗
December 31, 2025
Via
Benzinga
Top gainers and losers in the S&P500 index during Monday's after-hours session.
↗
December 29, 2025
Wondering what's happening in today's after-hours session with S&P500 stocks? Stay tuned for the latest updates on movers and shakers.
Via
Chartmill
Inside a $75 Million Regional Bank Bet With $732 Million in Quarterly Revenue
↗
December 29, 2025
This fund's new investment has made Connecticut-based Webster Financial a top-five holding.
Via
The Motley Fool
Topics
Regulatory Compliance
Capital One Financial To Rally More Than 24%? Here Are Top Analyst Forecasts For Friday
↗
December 26, 2025
Via
Benzinga
Here's How Much $1000 Invested In Capital One Finl 5 Years Ago Would Be Worth Today
↗
December 24, 2025
Via
Benzinga
The $18.6 Trillion Burden: US Household Debt Hits New Record as Mortgage Pressure Mounts
December 24, 2025
As the United States heads into the final week of 2025, a sobering milestone has cast a shadow over the holiday season. Total U.S. household debt has surged to a record $18.59 trillion (frequently...
Via
MarketMinute
Topics
Credit Cards
Economy
Constitutional Crisis at the CFPB: 21 States Sue to Halt 'Defunding Ruse' by Trump Administration
December 22, 2025
In a dramatic legal escalation that threatens to redefine the boundaries of executive power, a coalition of 21 Democratic-led states and the District of Columbia filed a lawsuit on December 22, 2025,...
Via
MarketMinute
Topics
Credit Cards
Economy
Fraud
Lear Capital Featured in The Best Gold IRA Companies List of IRAEmpire for Gold IRA Rollover 2026
December 22, 2025
New York, New York--(Newsfile Corp. - December 22, 2025) - Lear Capital, one of the nation's most trusted names in...
Via
Newsfile
Topics
Retirement
Could Dogecoin Reach $1 in 2026?
↗
December 22, 2025
Dogecoin is 82% off its peak right now, showcasing just how much it has fallen out favor since the 2021 crypto boom.
Via
The Motley Fool
What to Expect From Capital One's Q4 2025 Earnings Report
December 22, 2025
Capital One will release its fourth-quarter earnings next month, and analysts anticipate a double-digit bottom-line growth.
Via
Barchart.com
Topics
Credit Cards
Capital One Financial Corporation to Webcast Conference Call on Fourth Quarter 2025 Earnings
December 19, 2025
From
Capital One Financial Corporation
Via
Business Wire
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