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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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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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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Earnings Scheduled For April 17, 2024
↗
April 17, 2024
Companies Reporting Before The Bell • ASML Holding (NASDAQ:ASML) is projected to report quarterly earnings at $3.43 per share on revenue of $6.13 billion.
Via
Benzinga
Author Ethan Mollick on 4 Rules for Using AI
↗
April 16, 2024
We've also got a look at Why Disney and Nelson Peltz were both winners in the company's board fight and other market news.
Via
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$1000 Invested In Discover Finl 15 Years Ago Would Be Worth This Much Today
↗
April 15, 2024
Via
Benzinga
Looking Into Discover Finl's Recent Short Interest
↗
April 08, 2024
Via
Benzinga
Deep Dive Into Discover Finl Stock: Analyst Perspectives (14 Ratings)
↗
April 03, 2024
Via
Benzinga
3 Quarterly Releases To Watch Next Week
↗
April 12, 2024
Earnings season is always an exciting time for investors, with companies finally revealing what’s transpired behind closed doors.
Via
Talk Markets
Biden Wipes More Than $7M In Student Debt For 277K Borrowers: 'Too Many People Feel The Strain And Stress'
↗
April 12, 2024
The GOP says the plan defies the Supreme Court. But Biden and the Department of Education point to existing laws from 1993.
Via
Benzinga
Al Gore's Hedge Fund Loves This $445 Billion Stock
↗
April 12, 2024
Mastercard is a stock that can continue to beat the market for decades.
Via
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America's Credit Card Slump: Delinquencies Reach 12-Year High As Issuers Lower Credit Limits
↗
April 11, 2024
The Philadelphia Fed has been analyzing credit card data since 2012; the fourth quarter of last year was the worst for credit card companies.
Via
Benzinga
Topics
Credit Cards
Economy
If You Invested $100 In This Stock 15 Years Ago, You Would Have $2,200 Today
↗
March 25, 2024
Via
Benzinga
Peering Into Discover Finl's Recent Short Interest
↗
March 18, 2024
Via
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Demystifying Discover Finl: Insights From 15 Analyst Reviews
↗
March 15, 2024
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2 Credit Card Stocks to Buy and 1 to Sell: April 2024
↗
April 10, 2024
The high interest rate environment helps bolster credit card stocks bottom line but also exposes them to high delinquency rate risk.
Via
InvestorPlace
Topics
Credit Cards
30 Million Could Benefit From Biden's New Student Debt Relief Plan — But 5 Public Companies Might Suffer
↗
April 09, 2024
The Biden administration is revising a measure that attempted to wipe out $400 billion of student debt.
Via
Benzinga
Will Visa Be a Trillion-Dollar Stock by 2035?
↗
April 07, 2024
There is one big reason to believe Visa will become the market's next trillion-dollar company.
Via
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As Biden Readies Another Large-Scale Student Loan Forgiveness Plan, Here Are Stocks To Watch
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April 05, 2024
The Biden administration is reportedly announcing a renewed proposal to reduce or eliminate student loan debt for millions of borrowers.
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Royal Returns: 3 Dividend Aristocrat Bank Stocks for Income Investors
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April 03, 2024
Thanks to the 2008 financial crisis, which slowed or stopped dividends, the idea of dividend aristocrat bank stocks is just that: an idea.
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The Next "Magnificent Seven" Stock That No One Is Talking About
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March 31, 2024
Visa has an incredibly strong economic moat with massive long-term growth potential.
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Credit Card Debt Bomb? 2 Safer Bank Stocks You Can Buy Now
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March 31, 2024
Credit card debt levels, defaults, and delinquencies are on the rise.
Via
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Visa and Mastercard Are Lowering Their Swipe Fees. Is Lower Revenue on the Way?
↗
March 30, 2024
They both accepted a settlement to lower interchange rates.
Via
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Forget Capital One and Discover: Truist, American Express Are Better Stocks to Buy
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March 30, 2024
Best of breed and margin of safety matter when buying banks.
Via
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Is American Express Stock a Buy?
↗
March 29, 2024
This Warren Buffett financial sector favorite is making moves to keep winning.
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Discover Financial Services Announces First Quarter 2024 Earnings Release On April 17, 2024, and Conference Call on April 18, 2024
March 28, 2024
From
Discover Financial Services
Via
Business Wire
Discover Financial Services (NYSE: DFS) Sets New 52-Week High in Thursday Session
March 28, 2024
Via
Investor Brand Network
Topics
Credit Cards
Is Capital One Stock a Buy?
↗
March 28, 2024
The bank recently announced plans to acquire Discover Financial Services. Is now the time to buy?
Via
The Motley Fool
Ally Financial Taps Discover Financial Services Head Michael Rhodes As Its New CEO
↗
March 28, 2024
Ally Financial appoints Michael G. Rhodes as new CEO effective April 2024, with extensive experience in digital and consumer banking.
Via
Benzinga
Wall Street’s Favorite Dow Stocks? 3 Names That Could Make You Filthy Rich
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March 24, 2024
Buy these favorite Dow stocks for their defensive qualities and secular growth opportunities over the next decade.
Via
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Topics
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Jim Cramer Likes Amazon More Than This E-Commerce Platform, Calls Chipotle 'The King'
↗
March 21, 2024
On CNBC’s "Mad Money Lightning Round," Jim Cramer said he likes Amazon (NASDAQ: AMZN) more than Shopify Inc. (NYSE: SHOP), but still recommended sticking with the latter one.
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The Best Warren Buffett Stocks to Buy With $1,000 Right Now
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March 19, 2024
These companies have competitive advantages that make them great buys for the long haul.
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3 No-Brainer Warren Buffett Stocks to Buy Right Now
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March 15, 2024
These are three excellent businesses that still look attractive with the market at an all-time high.
Via
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