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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
)
362.50
-7.97 (-2.15%)
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Updated: 7:00 PM EDT, Aug 7, 2026
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All News about Visa
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3 Reasons We’re Fans of Visa (V)
August 05, 2026
Visa trades at $370.11 per share and has stayed right on track with the overall market, gaining 12.4% over the last six months. At the same time, the S&P 500...
Via
StockStory
Topics
Stocks
Tuesday's session: top gainers and losers in the dow jones index
↗
August 04, 2026
Via
Chartmill
The 5 Most Interesting Analyst Questions From Visa’s Q2 Earnings Call
August 04, 2026
Visa’s Q2 results for 2026 came in above Wall Street’s expectations, but the market responded with caution. Management credited the quarter’s revenue growth ...
Via
StockStory
Topics
Earnings
Berkshire Hathaway Has Invested $23 Billion in This Stock Since Greg Abel Took Over as CEO. History Says There May Be More to Come
↗
August 04, 2026
Greg Abel has been a busy man since taking over from Warren Buffett.
Via
The Motley Fool
Which Financial Stock Would Hold Up Better in a Recession: PayPal or American Express?
↗
August 03, 2026
The blue chip leader will remain more resilient than the fintech challenger.
Via
The Motley Fool
Topics
Credit Cards
Economy
Visa Buys BioCatch for $2.4 Billion to Fight AI Fraud
↗
August 03, 2026
Visa to acquire fraud tech firm BioCatch for $2.4B to boost AI cybersecurity and block financial scams in real time.
Via
Benzinga
Topics
Artificial Intelligence
Fraud
Top dow jones movers in Monday's session
↗
August 03, 2026
Via
Chartmill
Apply for Australia Study Visa: Complete Guide from a Trusted Migration Agent
↗
August 03, 2026
Why More Students Choose Australia for Higher EducationAustralia continues to be one of the most preferred destinations for international students because
Via
Talk Markets
Topics
Immigration
Visa to Acquire BioCatch
August 03, 2026
From
Visa Inc.
Via
Business Wire
2 Cash-Producing Stocks with Exciting Potential and 1 We Ignore
August 03, 2026
Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it eff...
Via
StockStory
Is Solana (SOL) a Buy Right Now?
↗
August 02, 2026
Will the developer-driven token bounce back this year?
Via
The Motley Fool
Topics
Artificial Intelligence
Bonds
Qatar Business Visa: A Complete Guide for Entrepreneurs and Investors
↗
August 02, 2026
Qatar has become one of the most attractive destinations for entrepreneurs, investors, and business professionals looking to expand into the Middle East. W
Via
Talk Markets
Topics
Economy
Immigration
Immigration Consultants in Edmonton: Professional Visa & PR Assistance
↗
August 01, 2026
Canada is one of the world's most popular destinations for individuals seeking better career opportunities, quality education, business growth, and a high
Via
Talk Markets
Topics
Immigration
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
Schengen Visa vs US B1/B2 Visa: What's the Difference for UAE Residents?
↗
August 01, 2026
Visiting other countries is a trend among the UAE residents be it a leisurely European visit, a family tour, business trips or a visit to the various touri
Via
Talk Markets
Topics
Immigration
Visa Stock Analysis: Buy or Sell?
↗
July 31, 2026
Visa's lucrative business is under threat from regulators and regional interests.
Via
The Motley Fool
$100 Invested In Visa 15 Years Ago Would Be Worth This Much Today
↗
July 31, 2026
Visa (NYSE:V) has outperformed the market over the past 15 years by 8.0% on an annualized basis producing an average annual return of 21.46%. Currently, Visa has a market capitalization of $681.47...
Via
Benzinga
Capital One's Purchase Volume Grew 26%, but Legacy Discover Volume Rose Less Than 2%. Only One Number Describes the Franchise It Bought.
↗
July 31, 2026
Capital One's Discover acquisition is going as planned, which is important to keep in mind as you examine the combined company's results.
Via
The Motley Fool
Topics
Economy
CFR Q2 Deep Dive: Customer Growth, Margin Expansion, and Texas Market Competition Define Quarter
July 31, 2026
Texas-based financial institution Cullen/Frost Bankers (NYSE:CFR) fell short of the market’s revenue expectations in Q2 CY2026, but sales rose 5.2% year on y...
Via
StockStory
Coinbase Global Q2 Earnings Call Highlights
↗
July 30, 2026
Coinbase Global (NASDAQ:COIN) executives said the company is pursuing growth through a broader product lineup, stablecoin partnerships, subscriptions and infrastructure initiatives, while maintaining...
Via
MarketBeat
Topics
Earnings
Regulatory Compliance
A New $400 Million Investment From Citadel Securities Values Crypto.com at $20 Billion. Here's What That Means For Crypto.
↗
July 30, 2026
The market maker wants to accelerate the cryptocurrency exchange's expansion.
Via
The Motley Fool
Topics
ETFs
Retirement
Does This Top Warren Buffett Stock Have the Widest Moat in Payments?
↗
July 30, 2026
Buying and holding businesses with durable competitive advantages has worked well for the Oracle of Omaha.
Via
The Motley Fool
Siam Legal International Issues Guide on Australia Tourist Visa for Thai Nationals
July 30, 2026
Bangkok, Thailand - July 30, 2026 - Siam Legal International, a full-service law firm with more than 22 years of operation in Thailand, is advising Thai nationals planning to visit...
Via
Press Advantage
Topics
Immigration
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
How Thailand Citizens Can Improve Their Dubai Visa Approval Chances?
↗
July 30, 2026
Dubai continues to be one of the most popular international destinations for leisure, business, and short stopovers. With its modern skyline, world-class a
Via
Talk Markets
How a Visa Lawyer Can Help You Navigate the U.S. Immigration Process
↗
July 30, 2026
Applying for a United States visa can be an exciting step toward new opportunities, but the legal process often involves detailed paperwork, strict deadlin
Via
Talk Markets
Topics
Immigration
Nassau County Immigration Attorney Rajat Shankar Explains Physical Presence Requirements for T Visa Eligibility
July 29, 2026
Via
AB Newswire
Topics
Immigration
Wednesday's session: top gainers and losers in the dow jones index
↗
July 29, 2026
Via
Chartmill
Trustmark Q2 Earnings Call Highlights
↗
July 29, 2026
Trustmark (NASDAQ:TRMK) reported second-quarter net income of $63.5 million, or $1.08 per diluted share, as loan and deposit growth supported higher net interest income and the company completed a...
Via
MarketBeat
Topics
Earnings
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