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Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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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
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Visa
(NY:
V
)
340.74
-4.29 (-1.24%)
Official Closing Price
Updated: 7:00 PM EDT, Oct 31, 2025
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Press Releases about Visa
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Visa Data Shows Surging Travel to Italy Ahead of 2026 Olympic Winter Games
October 30, 2025
From
Visa Inc.
Via
Business Wire
Visa to Participate in Upcoming Investor Conferences
October 29, 2025
From
Visa Inc.
Via
Business Wire
Passport Express Introduces Enhanced Expedited Passport and Visa Processing Services to Meet Growing Travel Demands
October 29, 2025
Via
AB Newswire
Political Division and Safety Concerns Drive Record Number of Americans to Seek "Golden Visas," La Vida Survey Finds
October 29, 2025
Via
PRLog
Be Alert to Scammers While Traveling for the Holidays
October 29, 2025
Via
StatePoint Media
Topics
Artificial Intelligence
Electric Vehicles
Hacking
Visa Fiscal Fourth Quarter and Full-Year 2025 Financial Results
October 28, 2025
From
Visa Inc.
Via
Business Wire
Infinigent Honored by Samsung E&A for Implementing Its Advanced Digital Visa Management System
October 27, 2025
Via
Get News
GANA: Reshaping Global Financial Infrastructure Through Web3 Payments
October 27, 2025
Via
Press Release Distribution Service
Viva La Burma Launches Ethical Artwear Platform Empowering Burmese Artists Through Fashion
October 24, 2025
Via
AB Newswire
Investing in Greece: Your Definitive Real-Estate FAQ Guide
October 23, 2025
Via
PRLog
Ziada Expands Global Reach: Launches Phase Two of European Residency Programs for High-Income Professionals
October 22, 2025
Via
Press Release Distribution Service
Topics
Immigration
Visa Live Takes Flight with Benson Boone at the Rocket Garden
October 22, 2025
From
Visa Inc.
Via
Business Wire
Global Immigration Partners Announces Enhanced Strategic Advisory Services for U.S. “New Office” L-1A Visa Filings
October 21, 2025
Via
Press Release Distribution Service
Topics
Immigration
Leading Small B2B Payment Provider with Innovative Global Partnerships
October 21, 2025
Via
GlobePRwire
Spain's Leading Digital Immigration Firm Launches Legal Hub for Remote Workers Seeking the Spain Digital Nomad Visa
October 21, 2025
Barcelona, Spain--(Newsfile Corp. - October 21, 2025) - NIM Immigration Lawyers, a Barcelona-based law firm that specializes in immigration law,...
Via
Newsfile
Topics
Immigration
Spain’s Leading Digital Immigration Firm Launches Legal Hub for Remote Workers Seeking the Spain Digital Nomad Visa
October 21, 2025
Via
Press Release Distribution Service
Topics
Immigration
UAE Author Ahmed Alhosani Empowers Dubai Professionals and Entrepreneurs Through His Amazon Books
October 20, 2025
Via
AB Newswire
Topics
Artificial Intelligence
Economy
GiftCardMall.org Simplifies Gift Card Management with Instant Balance Checking and Easy Activation
October 20, 2025
Lancaster, California--(Newsfile Corp. - October 20, 2025) - GiftCardMall.org has introduced an enhanced online experience that allows users to instantly...
Via
Newsfile
Topics
Economy
Citizenship Network Announces Comprehensive Advisory for the Latvia Golden Visa Program via Real Estate, Company Setup, and €50,000 Latvian Company Investment
October 19, 2025
Via
Press Release Distribution Service
Emirabiz Empowers Entrepreneurs with Expert Business Consulting in the UAE
October 17, 2025
Via
AB Newswire
Topics
Economy
Nearshore Software Developers To Scale US Teams Amid Visa Cost Hike Available
October 14, 2025
Via
Press Release Distribution Service
Topics
Government
Immigration
Visa Introduces Trusted Agent Protocol: An Ecosystem-Led Framework for AI Commerce
October 14, 2025
From
Visa Inc.
Via
Business Wire
Portugal Golden Visa Fund: Secure Pathway to European Residency and Smart Investment in 2025
October 11, 2025
Via
GlobePRwire
VISA INVESTIGATION ALERT: Bragar Eagel & Squire, P.C. Continues Investigation into Visa Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
October 08, 2025
From
Bragar Eagel & Squire
Via
GlobeNewswire
Alonso & Alonso Attorneys at Law Emphasizes The Critical Need for VAWA Visa Applications as Immigration Policies Face Unprecedented Changes
October 08, 2025
Via
AB Newswire
Topics
Immigration
Product Recall
Visa to Announce Fiscal Fourth Quarter and Full-Year 2025 Financial Results on October 28, 2025
October 07, 2025
From
Visa Inc.
Via
Business Wire
Visa Richie Expands Expertise in U.S. Visa Services for Global Applicants
October 07, 2025
Via
Press Release Distribution Service
Alonso & Alonso Attorneys at Law Emphasizes Critical Need for VAWA Visa Applications as Immigration Policies Face Unprecedented Changes
October 06, 2025
Via
AB Newswire
Topics
Immigration
Product Recall
VisaGo.ae Leads the Way in Fast-Track Visa Approvals, Emerging as One of the UAE’s Fastest Growing Tourist Visa Providers
October 06, 2025
Via
Get News
MonetaGuard-SterkKapitaal Emerges as South Africa’s Trusted Gateway to Global Trading Opportunities
October 06, 2025
Via
AB Newswire
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