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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
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Visa
(NY:
V
)
362.50
-7.97 (-2.15%)
Official Closing Price
Updated: 7:00 PM EDT, Aug 7, 2026
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Press Releases about Visa
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Steve Lieblein Announces Release of Visa from Lala Land, a Coming-of-Age Novel Reframing “Distracted” Children as Gifted Individuals
August 06, 2026
Via
AB Newswire
Visa to Acquire BioCatch
August 03, 2026
From
Visa Inc.
Via
Business Wire
Bitget Wallet Card Launches Cashback in Bitcoin, Gold, and Tokenized Stocks
August 01, 2026
August 1, 2026 -- One of the top crypto cards on the market now lets holders choose Bitcoin, gold, or tokenized stocks as cashback, earning up to 3% back automatically.
Via
24-7 Press Release
Topics
ETFs
Economy
How Entrepreneurs Turn Ideas Into Scalable Products
July 30, 2026
Entrepreneurship begins with observation. A founder notices a pattern, a recurring frustration, or a small inefficiency that people accept as normal. That moment of curiosity often becomes the starting...
Via
Worldnewswire
Topics
Supply Chain
Building an Online Brand in the Creator Economy
July 30, 2026
The creator economy has changed how individuals build businesses online. Content creators now launch brands directly through platforms like YouTube, TikTok, Twitch, and newsletters. Audiences form...
Via
Worldnewswire
Topics
Economy
Nassau County Immigration Attorney Rajat Shankar Explains Physical Presence Requirements for T Visa Eligibility
July 29, 2026
Via
AB Newswire
Topics
Immigration
Visa Fiscal Third Quarter 2026 Financial Results
July 28, 2026
From
Visa Inc.
Via
Business Wire
MoonExe Expands into Asia Pacific with New Customer Contact and Knowledge Centre in Kuala Lumpur
July 28, 2026
Fig 1: MoonExe’s First Asia Pacific Customer Contact and Knowledge Centre in Kuala Lumpur, Malaysia MoonExe has expanded its global
Via
First Publisher
Bitget Wallet Integrates Mesh to Broaden Crypto Card Payments Access
July 28, 2026
Home to one of the best crypto cards on the market, Bitget Wallet now lets users fund accounts and make purchases across Mesh's network without leaving the app.
Via
PRUnderground
Topics
Artificial Intelligence
Cash Discounting To Offset Credit Card Processing Fees: Payment Solution Updated
July 27, 2026
Via
Press Release Distribution Service
Topics
Credit Cards
Traducciones Certificadas USA Kissimmee Delivers Certified Translations for USCIS, Academic, Legal, and International Documents
July 27, 2026
Via
AB Newswire
Topics
Immigration
MoonExe Announces Itself to the World The First Global ExFi Solutions Provider for Cross-border Payments
July 24, 2026
Fig 1: MoonExe’s First Asia Pacific Customer Contact and Knowledge Centre in Kuala Lumpur, Malaysia MoonExe is proud to announce
Via
First Publisher
How Visa Actually Makes Money From Every Online Purchase, and Why That Model Is Under Pressure
July 23, 2026
Via
GlobePRwire
Topics
Fraud
Regulatory Compliance
6 Everyday Moments Where Bix.fi Quietly Wins
July 23, 2026
Via
GlobePRwire
Immigration Consultants of Canada Offers Support for Visa Refusals and Immigration Appeals
July 22, 2026
Via
AB Newswire
Topics
Immigration
New Visa Data Reveals How the FIFA World Cup 2026™ Created Pop-Up Economies Across Canada, Mexico and the United States
July 22, 2026
From
Visa Inc.
Via
Business Wire
Business Setup in Dubai Mainland: 2026 Investor Guide
July 21, 2026
Business setup in Dubai mainland means forming a company outside a free zone under Dubai Department of Economy and Tourism rules. It allows a business to trade across Dubai and the UAE, rent an office...
Via
Worldnewswire
Topics
Economy
Zero-Fee Credit Card Processing Solution for Small Business Merchants Announced
July 18, 2026
Via
Press Release Distribution Service
Topics
Credit Cards
eGhanaVisa.com Expands Online Visa Assistance Services with Card and USDT Payment Options
July 18, 2026
Via
Press Release Distribution Service
Global Immigration Partners Urges Investors to Act Ahead of Critical September 2026 EB-5 Grandfathering Deadline
July 16, 2026
Via
Press Release Distribution Service
Topics
Immigration
Visa Introduces Platform for Stablecoin Minting, Movement and Management
July 16, 2026
From
Visa Inc.
Via
Business Wire
New York T Visa Immigration Lawyer Rajat Shankar Explains T Visa Application Form I-914
July 15, 2026
Via
AB Newswire
Topics
Fraud
Immigration
Portugal Panorama Connects International Investors With Distinctive Investment Opportunities in Portugal
July 15, 2026
Via
AB Newswire
Italian Golden Visa Helps International Investors Navigate Residency by Investment in Italy
July 15, 2026
Via
AB Newswire
Topics
Bonds
Economy
Thredd Joins The Visa Agentic Ready Programme, Bringing Agent Network Readiness To Issuers Across Europe, Starting With Zilch
July 15, 2026
From
Thredd
Via
Business Wire
Long Island T Visa Immigration Attorney Rajat Shankar Outlines Federal Protections for Trafficking Survivors Under the Trafficking Victims Protection Act
July 14, 2026
Via
AB Newswire
Topics
Fraud
Immigration
Lawsuit
Visa Introduces AI Financial Assistant, Helping Banks Guide Customers from Insight to Action
July 14, 2026
From
Visa Inc.
Via
Business Wire
eGhanaVisa.com Launches a Secure Digital Visa Assistance Platform, Introducing USDT Cryptocurrency Payments for Travelers Applying to Visit Ghana
July 10, 2026
Via
Press Release Distribution Service
Passport Express Highlights Maria Carriedo’s Leadership in Passport and Visa Expediting
July 09, 2026
Via
AB Newswire
Stablecoins Meet Everyday Spending: Nero Unveils Virtual Crypto Cards with Apple Pay & Google Pay Integration
July 09, 2026
Via
Press Release Distribution Service
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