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 >
Visa Options Trading: A Deep Dive into Market Sentiment
August 06, 2025
Tickers
V
Tags
BZI/UOA
Options
Markets
From
Benzinga
Here's How Much $100 Invested In Visa 10 Years Ago Would Be Worth Today
August 06, 2025
Tickers
NEWS
V
Tags
Trading Ideas
V
Market News
From
Benzinga
2 Warren Buffett Stocks to Buy Hand Over Fist in August
August 06, 2025
Tickers
AXP
V
Tags
Recent Press Releases
AXP
V
From
Motley Fool
Coffee, Chips, and Credit Cards
August 06, 2025
Tickers
BKNG
CMG
NVDA
SBUX
Tags
SHOP
SBUX
Recent Press Releases
From
Motley Fool
2 No-Brainer Warren Buffett Stocks to Buy Right Now
August 06, 2025
Tickers
AXP
BAC
BRK-A
BRK-B
Tags
CVX
BAC
V
From
Motley Fool
The Best Warren Buffett Stock to Buy With $1,000 Right Now
August 06, 2025
Tickers
BRK-A
BRK-B
V
Tags
Recent Press Releases
BRK/B
V
From
Motley Fool
Should Investors Buy Visa Stock?
August 05, 2025
Tickers
V
Tags
Market News
Recent Press Releases
V
From
Motley Fool
Visa V Q3 2025 Earnings Call Transcript
August 04, 2025
Tickers
V
Tags
V
Recent Press Releases
Market News
From
Motley Fool
Finally, Credit Card Companies Feel The Pain…
August 04, 2025
Tickers
COF
MA
SYF
V
Tags
V
SYF
COF
From
TalkMarkets
Consumer Tech News (July 28–August 1): Earnings From Apple, Microsoft, and Amazon Offset by Fed Jitters, Tariff Woes
August 03, 2025
Tickers
AAPL
AMZN
BA
CVX
Tags
Donald Trump
XOM
Stories That Matter
From
Benzinga
4 Crypto-Centric Stocks To Buy Before Bitcoin Resumes Its Rally
August 02, 2025
Tickers
BITCOMP
HOOD
IBKR
PYPL
Tags
Cryptocurrencies
HOOD
Financial
From
TalkMarkets
Mastercard's Future Looks Bright With Turbocharged VAS And Diversified Revenue Mix
August 01, 2025
Tickers
MA
NEWS
V
Tags
Benzinga
Analyst Ratings
Trading Ideas
From
Benzinga
2 Top Stocks to Buy Now If You Want Decades of Passive Income
August 01, 2025
Tickers
ABT
V
Tags
Market News
ABT
Recent Press Releases
From
Motley Fool
Visa Isn't Worried About Stablecoins. 3 Stablecoins to Watch as Companies Explore This Powerful Growth Catalyst.
August 01, 2025
Tickers
AMZN
COIN
EBAY
PYPL
Tags
USDT
EBAY
PYUSD
From
Motley Fool
Coinbase Not In Competition With Visa, Mastercard In Crypto Payments Landscape: 'We Actually Partner With Them In Many Ways'
July 31, 2025
Tickers
COIN
MA
PYPL
SHOP
Tags
COIN
USDC
V
From
Benzinga
Worried About A Correction? Keep An Eye On These Warning Signs
July 31, 2025
Tickers
GOOGL
META
MSFT
SPX
Tags
SPX
Market News
Stocks / Equities
From
TalkMarkets
4 Spectacular Stocks You Can Buy Now and Hold Forever
July 31, 2025
Tickers
AMZN
COST
PEP
V
Tags
PEP
Recent Press Releases
V
From
Motley Fool
Trump Says Nancy Pelosi 'Became Rich By Having Inside Information,' Calls For Investigation Amid Congressional Stock Trading Ban Legislation
July 31, 2025
Tickers
MSFT
V
Tags
Market News
MSFT
V
From
Benzinga
Visa Garners Analyst Praise, But Caution Lingers Over Outlook And Valuation
July 30, 2025
Tickers
NEWS
V
Tags
why it's moving
News
Market News
From
Benzinga
300% Growth In High-Inflation Nations: Why Stablecoins Are Booming Where Fiat Is Failing
July 30, 2025
Tickers
MA
NEWS
PYPL
V
Tags
News
Cryptocurrency
PYPL
From
Benzinga
Expert Outlook: Visa Through The Eyes Of 8 Analysts
July 30, 2025
Tickers
V
Tags
V
Benzinga
BZI/AAR
From
Benzinga
3 Reasons to Buy Polkadot Before 2026
July 30, 2025
Tickers
ETH
KSM
V
Tags
V
Recent Press Releases
KSM
From
Motley Fool
3 Key Headwinds Facing USDC
July 30, 2025
Tickers
BTC
CRCL
MA
PYPL
Tags
MA
Market News
PYPL
From
Motley Fool
Visa Doesn't Fear Stablecoins: CEO Says Company Will 'Provide Trust, Standards, Connectivity.. And Interoperability' To The Digital Asset Ecosystem
July 30, 2025
Tickers
MA
NEWS
TECH
V
Tags
Equities
Benzinga
News
From
Benzinga
Markets Give Up Gains Amid Major News Week
July 30, 2025
Tickers
ADP
BKNG
F
MDLZ
Tags
Market News
BKNG
MSFT
From
TalkMarkets
Visa Sees No Sign of a Slowdown
July 29, 2025
Tickers
V
Tags
Market News
V
Recent Press Releases
From
Motley Fool
Visa Q3 Earnings Highlights: Double Beat, CEO Says Consumer Spending Remains 'Resilient'
July 29, 2025
Tickers
AI
NEWS
V
Tags
consumer spending
Benzinga
Movers
From
Benzinga
10 Financials Stocks With Whale Alerts In Today's Session
July 29, 2025
Tickers
AMBC
BK
BULL
C
Tags
BULL
BZI/AUOA
SOFI
From
Benzinga
AMD Rises To 1-Year Highs, Crude Eyes $68: What's Moving Markets Tuesday?
July 29, 2025
Tickers
AAPL
AMD
AMT
AMZN
Tags
Tech
PII
Federal Reserve
From
Benzinga
$19.5 Trillion Earnings Blitz: Wall Street Faces Make-Or-Break 72 Hours
July 29, 2025
Tickers
AAPL
AMZN
MA
META
Tags
Equities
Benzinga
Analyst Ratings
From
Benzinga
< 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.