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What We Buy Currently
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Advantages of Our Bid Wanted System
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Preferred Custodian Settlement
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Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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Investing During Uncertain Times
Read FULL Seminar Here
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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
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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Visa
(NY:
V
)
355.14
+1.76 (+0.50%)
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Updated: 5:00 PM EST, Dec 24, 2025
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Press Releases about Visa
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“Free Visa for Life” Until 31 December 2025: OpenHub Unveils End-of-Year Business Setup Offer Ahead of the New Year
December 23, 2025
Via
Press Release Distribution Service
Visa Analysis: U.S. Holiday Spending Rose 4.2%
December 23, 2025
From
Visa Inc.
Via
Business Wire
U.S. Visa Waivers Explained: When a Past Mistake Should Not Define One’s Future.
December 22, 2025
Via
Get News
Topics
Fraud
Immigration
Golden Visa for Property Owners in the UAE
December 04, 2025
Via
GlobePRwire
The L-1 Visa: How Global Businesses Expand to the U.S. Without Starting From Scratch
December 20, 2025
Via
Get News
Topics
Economy
Immigration
The E-2 Visa Explained: How to Invest in the U.S. Without Buying a Green Card (and Why Many Applications Fail)
December 20, 2025
Via
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Topics
Immigration
The B-1/B-2 Visitor Visa: Why Careful Preparation Matters More Than Ever
December 20, 2025
Via
Get News
Topics
Immigration
ESTA Refusals Are Rising: Why Visa-Free Travel to the U.S. Is No Longer “Low Risk” – and When a B-1/B-2 Visa Is the Safer Choice
December 20, 2025
Via
Get News
Topics
Immigration
Global Immigration Partners Unveils Definitive EB-5 Visa Timeline Guide for 2026 Investors
December 19, 2025
Via
Press Release Distribution Service
Topics
Immigration
The Flight King Expands Services, Offering Luxury Travel Concierge for Every Client
December 18, 2025
Leading provider of discounted business- and first-class airfare and private jet charters, to provide full-service travel concierge support to all clients at no additional cost.
Via
PRUnderground
GOLDX Announces Its Gold-Backed Digital Token and Multi-Utility Ecosystem, Opens Seed Sale, and Confirms USD 3.9 Million Investment from NAS Investment
December 18, 2025
Via
Binary News Network
Visa and Partners Complete Secure AI Transactions, Setting the Stage for Mainstream Adoption in 2026
December 18, 2025
From
Visa Inc.
Via
Business Wire
Las Abogadas RVA Steps Into Athlete Immigration With Dedicated Sports Visa Services
December 18, 2025
December 18, 2025 -- The Richmond-based immigration law firm expands athlete-focused services amid the continued growth of professional sports in Richmond and across Virginia.
Via
24-7 Press Release
Topics
Immigration
Akamai and Visa Collaborate to Build Trust in Agentic Commerce
December 17, 2025
From
Visa Inc.
Via
Business Wire
Global Investment Migration in 2026 and Portugal’s Position in a Volatile Market
December 16, 2025
Via
AB Newswire
Topics
Economy
Visa Launches Stablecoin Settlement in the United States, Marking a Breakthrough for Stablecoin Integration
December 16, 2025
From
Visa Inc.
Via
Business Wire
Global Immigration Partners PLLC Announces Advisory Services for the Newly Launched U.S. Gold Card Residency Program
December 15, 2025
Via
Press Release Distribution Service
Topics
Immigration
Why Jaabz Is the Best Website for Visa Sponsorship Jobs
December 15, 2025
Via
AB Newswire
Visa Unveils New Global Stablecoins Advisory Practice
December 15, 2025
From
Visa Inc.
Via
Business Wire
Arveilo Clothing Reviews: What to Know Before Buying
December 11, 2025
Via
AB Newswire
Visa Foundation Board Appoints Najada Kumbuli as President of Visa Foundation
December 11, 2025
From
Visa Inc.
Via
Business Wire
Marbella - Spain 10 December 2025, EcoModular, a next-generation volumetric modular manufacturing company, today announced its intention to pursue a Direct Listing on the NASDAQ Stock Market.
December 11, 2025
The company is developing a global platform for AI-driven, sustainable modular manufacturing, integrating robotics, automation, and digital-twin engineering to deliver residential, commercial, and...
Via
PR Leap
Topics
Emissions
From Monzo to Revolut, Neobanks Lag on Stablecoin Rails as Digitap ($TAP) Emerges Best Crypto to Buy 2026
December 10, 2025
BTCPressWire was founded by PR veterans, so we understand your pain points and know how to address them.
Via
GlobePRwire
Immigration Lawyers Streamlining Complex Visa and Immigration Processes
December 09, 2025
Via
AB Newswire
Topics
Immigration
Retail Money Floods Into the Digitap ($TAP) Crypto Presale
December 08, 2025
BTCPressWire was built by PR veterans, so we know your pain points, and we know how to solve them.
Via
GlobePRwire
Solana Liquidity Dries Up, But Digitap ($TAP) Volume Explodes in Final 24 Hours of Cyber Monday Sale
December 06, 2025
Crypto PR distribution involves sending company news to media outlets in the blockchain sector. Instead of generic distribution, BTCPressWire ensures distribution to hyper-targeted news outlets that...
Via
GlobePRwire
Topics
ETFs
Regulatory Compliance
A Practical Guide to Long-Term Living in Indonesia: For Diaspora, Foreign Spouses, Second-Home Seekers, and Digital Nomads
December 04, 2025
Via
AB Newswire
Topics
Immigration
Emirates Digital Press Releases the 2026 Edition of Its Flagship “Dubai Business Setup Guide” – A Comprehensive 261-Page Roadmap for Starting a Business in Dubai
December 04, 2025
Via
AB Newswire
Visa Launches Global Art Collection to Elevate Creators and Celebrate the FIFA World Cup 26™
December 04, 2025
From
Visa Inc.
Via
Business Wire
Retirement Citizenship Presents | The Great Migration: Why H-1b Employees are Trading American Uncertainty for Portuguese (And EU) Stability
December 03, 2025
Via
AB Newswire
Topics
Immigration
Retirement
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