Menu
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
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 Buy Currently
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
Sample Portfolio
Sample Portfolio Analysis
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 sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
Featured Articles
Contrarian Notes Blog
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
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
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Latest News about V
Recent news which mentions V
< Previous
1
2
3
4
5
6
7
8
9
...
32
33
Next >
Market Whales and Their Recent Bets on Visa Options
August 26, 2025
Tickers
V
Tags
Benzinga
Market News
Options
From
Benzinga
3 Undervalued Dividend Stocks to Buy as U.S. Federal Reserve Cuts Interest Rates
August 26, 2025
Tickers
CLX
LMT
V
Tags
CLX
Market News
Recent Press Releases
From
Motley Fool
$1000 Invested In Visa 10 Years Ago Would Be Worth This Much Today
August 25, 2025
Tickers
NEWS
V
Tags
Benzinga
BZI/POD
Trading Ideas
From
Benzinga
The Smartest Blue Chip Stocks to Buy With $2,000 Right Now
August 25, 2025
Tickers
CB
CME
PGR
V
Tags
Recent Press Releases
Market News
PGR
From
Motley Fool
The S&P 500 Hasn't Yielded This Little Since the Dot-Com Bubble. Here's What Investors Can Do.
August 24, 2025
Tickers
AAPL
AMZN
AVGO
BRK-A
Tags
HD
GOOGL
Recent Press Releases
From
Motley Fool
The Motley Fool Just Ranked the Biggest Financial Stocks. Here's Why the No. 3 Pick Could Be Your Best Investment.
August 24, 2025
Tickers
BRK-A
BRK-B
V
Tags
BRK/A
V
^GSPC
From
Motley Fool
Is Capital One About to Create the Biggest Payment Network In America? Here's What Investors Need to Know.
August 24, 2025
Tickers
AXP
BAC
C
COF
Tags
MA
AXP
COF
From
Motley Fool
If I Could Only Buy 1 S&P 500 Stock From Each Sector for the Rest of 2025, I'd Go With These 11 Dividend Stocks
August 23, 2025
Tickers
AAPL
AMZN
AVGO
AXP
Tags
NVDA
GOOG
UNH
From
Motley Fool
Is the Vanguard Mega Cap ETF the Simplest Way to Invest in the Top S&P 500 Stocks?
August 23, 2025
Tickers
AAPL
AMZN
AVGO
BRK-B
Tags
V
META
ORCL
From
Motley Fool
3 No-Brainer Warren Buffett Stocks to Buy Right Now
August 23, 2025
Tickers
AAPL
AXP
BRK-A
BRK-B
Tags
Recent Press Releases
SPGI
AXP
From
Motley Fool
The Best Warren Buffett Stocks to Buy With $1,000 Right Now
August 23, 2025
Tickers
AMZN
BRK-A
BRK-B
GOOG
Tags
MSFT
AMZN
^GSPC
From
Motley Fool
The Best Warren Buffett Stock to Buy With $1,000 Right Now
August 23, 2025
Tickers
BRK-A
BRK-B
V
Tags
BRK/A
V
Recent Press Releases
From
Motley Fool
Warren Buffett And Dow Jones Industrial Average Have 7 Stocks In Common: Do You Own Any Of The Top Picks?
August 22, 2025
Tickers
AAPL
AMZN
AXP
BRK
Tags
Dow Jones Industrial Average
V
AXP
From
Benzinga
3 Must-Know Facts About Visa Before You Buy the Stock
August 22, 2025
Tickers
V
Tags
V
Market News
Recent Press Releases
From
Motley Fool
10 Financials Stocks Whale Activity In Today's Session
August 20, 2025
Tickers
CINF
COIN
FCNCA
HOOD
Tags
SOFI
SNEX
COIN
From
Benzinga
These Leading Retailers Are Considering Stablecoins. Should Investors Be Excited or Wary?
August 20, 2025
Tickers
AMZN
CRCL
MA
USDC
Tags
WMT
V
USDC
From
Motley Fool
Should You Forget XRP and Buy This Soaring Cryptocurrency Instead?
August 19, 2025
Tickers
ADA
BLK
BTC
COIN
Tags
SOL
^IXIC
WMT
From
Motley Fool
Is Solana a Millionaire-Maker?
August 18, 2025
Tickers
ADA
BTC
ETH
SHOP
Tags
V
SHOP
ADA
From
Motley Fool
Why Solaredge Technologies Was Soaring on Friday
August 15, 2025
Tickers
AMZN
GOOG
GOOGL
SEDG
Tags
SEDG
GOOGL
Recent Press Releases
From
Motley Fool
Here's Why Smart Money Is Starting to Treat Stablecoins Like Cash -- Not Just Trading Tools
August 15, 2025
Tickers
CRCL
ETH
PYPL
SHOP
Tags
CRCL
Market News
USDC
From
Motley Fool
Smart Money Is Betting Big In Visa Options
August 14, 2025
Tickers
V
Tags
Market News
Options
Benzinga
From
Benzinga
These Are the Largest Financial Stocks by Market Cap. Here Are the 3 I'd Buy Today.
August 12, 2025
Tickers
BAC
BRK-A
BRK-B
JPM
Tags
Market News
MA
BRK/B
From
Motley Fool
Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet
August 10, 2025
Tickers
AEM
CCK
EME
UNM
Tags
Benzinga
Exclusives
Stock Whisper Index
From
Benzinga
Prediction: Stablecoins Are About to Soar. Here's Why.
August 10, 2025
Tickers
ADDYY
BTC
COIN
CRCL
Tags
TRX
PYPL
Market News
From
Motley Fool
Better Growth Stock: Costco vs. Visa
August 10, 2025
Tickers
COST
V
Tags
Recent Press Releases
Market News
COST
From
Motley Fool
MGK And IGM: Two QQQ Alternatives For Tech Investors To Consider
August 09, 2025
Tickers
IGM
LLY
MGK
QQQ
Tags
SHOP
V
MGK
From
TalkMarkets
AskSlim Market Week - Saturday, Aug. 9
August 09, 2025
Tickers
AAPL
CAT
CRM
DJI
Tags
DJI
Stocks / Equities
CAT
From
TalkMarkets
3 No-Brainer Warren Buffett Stocks to Buy Right Now
August 09, 2025
Tickers
AAPL
AXP
BAC
BRK-A
Tags
BRK/B
NU
MA
From
Motley Fool
Apple's $704 Billion Decade-Long Buybacks Exceed Market Cap Of All But 13 Companies Worldwide
August 08, 2025
Tickers
AAPL
GOOG
GOOGL
LLY
Tags
LLY
GOOGL
ORCL
From
Benzinga
RippleNet And XRP In Visa’s Strategy For Digital Currency Future
August 06, 2025
Tickers
V
Tags
V
Stocks / Equities
Market News
From
TalkMarkets
< Previous
1
2
3
4
5
6
7
8
9
...
32
33
Next >
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.