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home
about us
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Firm ADV PDFs
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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
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Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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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
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Event Schedule
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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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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
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MasterCard
(NY:
MA
)
526.05
-1.52 (-0.29%)
Streaming Delayed Price
Updated: 10:18 AM EST, Jan 22, 2026
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The Populist Pivot: Trump’s Endorsement of Credit Card Reform Sends Shockwaves Through Wall Street
January 15, 2026
In a move that has sent the shares of the world’s largest payment processors into a tailspin, President Donald Trump officially threw his weight behind the Credit Card Competition Act (CCCA) on January...
Via
MarketMinute
Topics
Credit Cards
Economy
Government
Big Banks Are Already Flashing Glaring Warning Signs About Trump's 10% Credit Card Cap
↗
January 15, 2026
Execs warn the proposed limit on credit card interest rates could have a $100 billion impact on banks and "unintended consequences."
Via
The Motley Fool
Topics
Credit Cards
Government
Market Whales and Their Recent Bets on Mastercard Options
↗
January 15, 2026
Via
Benzinga
These S&P500 stocks have an unusual volume in today's session
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January 13, 2026
Via
Chartmill
5 of the Safest Growth Stocks You Can Confidently Buy for 2026
↗
January 15, 2026
Some of Wall Street's biggest bargains happen to be companies that offer sustained double-digit growth potential.
Via
The Motley Fool
Topics
Credit Cards
Economy
Government
Rent-Rewards Unicorn Bilt Spots An Opening As Trump’s Rate Cap Push Puts Visa, Mastercard On The Defensive
↗
January 14, 2026
Political pressure on swipe fees and interest rates rattles payment giants, while Bilt races ahead with homeowner-focused credit cards.
Via
Stocktwits
Topics
Credit Cards
Government
Markets Tumble as Sticky Wholesale Inflation and Robust Retail Sales Fuel Rate Anxiety
January 14, 2026
The financial markets experienced a significant downturn on January 14, 2026, as investors grappled with a dense "data dump" following a 43-day federal government shutdown. The simultaneous release of...
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Economy
Why Interactive Brokers Stock Zoomed 45.6% Higher In 2025
↗
January 14, 2026
The brokerage keeps adding customers at a blistering pace.
Via
The Motley Fool
Topics
Bonds
Trump Endorsement of Credit Card Competition Act Sends Payment Giants Reeling
January 14, 2026
In a move that has sent shockwaves through the financial services sector, shares of payment processing titans Visa and Mastercard plummeted on Tuesday following a surprise endorsement from President...
Via
MarketMinute
Topics
Credit Cards
Economy
Government
Fragile Sentiment Trumps Cooler Inflation: S&P 500 Fails 7,000 Test as Financials Drag
January 14, 2026
The U.S. stock market entered mid-January 2026 with a sense of cautious optimism, only to see that sentiment shattered following the release of the December 2025 Consumer Price Index (CPI) report....
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Economy
The $1 Trillion Milestone: American Consumers Defy Macro Gravity as Holiday Sales Hit Record Highs
January 14, 2026
In a stunning display of economic endurance, the American consumer has propelled holiday spending past the historic $1 trillion mark, despite a year defined by high interest rates and a paralyzing...
Via
MarketMinute
Topics
Economy
The Network Effect: A Deep Dive into Mastercard’s Strategic Evolution in 2026
January 14, 2026
In the complex architecture of global finance, few entities occupy a position as central or as lucrative as Mastercard Incorporated (NYSE: MA). Long considered a "toll booth" for the global economy,...
Via
Finterra
Topics
Artificial Intelligence
Credit Cards
Economy
Visa Inc. (V) 2026 Deep-Dive: Navigating Record Growth and Regulatory Storms
January 14, 2026
Date: January 14, 2026 Introduction Visa Inc. (NYSE: V) stands today as the undisputed titan of the global payments ecosystem, a "network of networks" that facilitates trillions of dollars in commerce...
Via
Finterra
Topics
Artificial Intelligence
Credit Cards
Economy
Stock Index Futures Slip With Focus on U.S. Retail Sales and PPI Data, More Big Bank Earnings on Tap
January 14, 2026
March S&P 500 E-Mini futures (ESH26) are down -0.44%, and March Nasdaq 100 E-Mini futures (NQH26) are down -0.66% this morning as investors trim risk ahead of a slew of U.S. economic data, including...
Via
Barchart.com
Topics
Credit Cards
Death
Economy
Market Tremors: Trump’s Proposed 10% Interest Rate Cap Triggers Massive Credit Sector Sell-Off
January 13, 2026
The financial markets were rocked this week as a surprise policy proposal from President Donald Trump sent shockwaves through the payments and lending industries. On Tuesday, January 13, 2026, shares...
Via
MarketMinute
Topics
Credit Cards
Economy
Fraud
Constitutional Crisis at the Fed: DOJ Probe Into Jerome Powell Sends Markets Into a Tailspin
January 13, 2026
The global financial landscape was rocked this week as the U.S. Department of Justice (DOJ) launched an unprecedented criminal investigation into Federal Reserve Chair Jerome Powell. The move, which...
Via
MarketMinute
Topics
Credit Cards
Earnings
Economy
Core Inflation Hits Multi-Year Low as Federal Reserve Eyes Continued Rate Pause
January 13, 2026
The United States Department of Labor released the December 2025 Consumer Price Index (CPI) report on January 13, 2026, revealing a significant milestone in the post-pandemic economic recovery. Core...
Via
MarketMinute
Topics
Credit Cards
Economy
Energy
Mastercard Incorporated to Host Conference Call on Fourth Quarter and Full Year 2025 Financial Results
January 13, 2026
From
Mastercard Investor Relations
Via
Business Wire
Wall Street Shaken: Visa and Mastercard Face Technical Breakdown as 10% Interest Rate Cap Looms
January 13, 2026
The global payment landscape faced a seismic shift this week as shares of the world’s dominant credit networks underwent a severe technical breakdown. The catalyst was a bold legislative and executive...
Via
MarketMinute
Topics
Credit Cards
Government
Trump's Credit Card Cap Could Hurt Consumers, Mastercard Stock Tumbles
↗
January 13, 2026
Mastercard Inc (NYSE:MA) shares are taking a dip on Tuesday as credit card stocks retreat following comments from JPMorgan Chase CFO Jeremy Barnum, who warned that President Donald Trump's proposed cap...
Via
Benzinga
Topics
Credit Cards
Government
President Trump’s 10% Credit Card Interest Rate Cap: Impact on Wall Street and the Banking Sector
January 13, 2026
The financial sector faced a wave of uncertainty this week as President Donald Trump officially called for a federal 10% cap on credit card interest rates. The announcement, made on January 10, 2026,...
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Economy
Markets Retreat from Record Highs as JPMorgan Earnings and Trump’s Interest Rate Cap Proposal Rattle Investors
January 13, 2026
Wall Street’s record-breaking momentum hit a significant speed bump on Tuesday, January 13, 2026, as both the S&P 500 and the Dow Jones Industrial Average pulled back from all-time highs. The retreat...
Via
MarketMinute
Topics
Credit Cards
Earnings
Economy
Plastic Surgery: Winners and Losers of the Proposed 10% Interest Cap
↗
January 13, 2026
Via
MarketBeat
Visa, Mastercard Slide; JPMorgan Vows To Fight Trump Rate Cap
↗
January 13, 2026
JPMorgan's CFO said "everything's on the table" to stop President Donald Trump's policy proposal to limit credit card interest rates to 10%.
Via
Investor's Business Daily
Topics
Credit Cards
Government
Stay informed with the top movers within the S&P500 index on Tuesday.
↗
January 13, 2026
Via
Chartmill
Why Mastercard (MA) Stock Is Trading Lower Today
January 13, 2026
Shares of global payments technology company Mastercard (NYSE:MA) fell 5.2% in the morning session after a proposal to cap credit card interest rates at 10% for one year sparked investor concern.
Via
StockStory
Topics
Credit Cards
Economy
Government
Why Visa (V) Stock Is Trading Lower Today
January 13, 2026
Shares of global payments technology company Visa (NYSE:V) fell 4.7% in the morning session after President Donald Trump called for a 10% one-year cap on credit card interest rates.
Via
StockStory
Topics
Artificial Intelligence
Credit Cards
Government
Analysts Say Capital One Stock Is a ‘Strong Buy.’ Did Trump Just Change That?
January 13, 2026
Capital One stock fell 6% yesterday after Donald Trump proposed a one-year 10% cap on the interest rates that American credit card companies can charge customers.
Via
Barchart.com
Topics
Credit Cards
Government
Tuesday's session: gap up and gap down stock in the S&P500 index
↗
January 13, 2026
Via
Chartmill
The Great Pivot: Can the Paychex Partnership Supercharge PayPal’s Financial Services Ambitions?
January 13, 2026
As of January 13, 2026, the financial technology landscape has moved far beyond the simple "buy button." For PayPal Holdings, Inc. (NASDAQ: PYPL), the journey from a pandemic-era darling to a...
Via
PredictStreet
Topics
Artificial Intelligence
Economy
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