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home
about us
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Team Biographies
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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
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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
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Back Dated 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
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Back Dated Performance Reports
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Event Schedule
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Event Schedule
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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
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MasterCard
(NY:
MA
)
562.95
-13.00 (-2.26%)
Official Closing Price
Updated: 7:00 PM EDT, Aug 7, 2026
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Citi No Longer Sees Bitcoin Hitting Record High This Year – Cuts Ethereum Outlook by Over $1,000
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Mastercard Beats Coinbase To $1.8 Billion BVNK Deal After Zerohash Talks Collapse
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March 17, 2026
Mastercard has agreed to acquire BVNK for up to $1.8 billion to expand its stablecoin infrastructure capabilities.
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Mastercard's $1.8B Acquisition Targets Crypto Infrastructure
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Mastercard announces a $1.8 billion deal to acquire BVNK, expanding into stablecoins and tokenized payment infrastructure amid growing digital currency adoption.
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The Best Warren Buffett Stocks to Buy With $1,000 Right Now
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Alphabet vs. American Express: Which Warren Buffett Stock Is a Better Buy?
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Why Mastercard and Visa Are the Definition of Forever Stocks
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Resilience in the Face of Sticky Inflation: US Consumer Spending Climbs 0.4% as Services Costs Surge
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Visa vs. Mastercard: Which Stock Will Make You Richer?
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PayPay Stock Storms Nasdaq In Japan's Largest US Listing In A Decade: Cathie Wood's ARK, Retail Jump In
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March 12, 2026
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Affirm Stock Sees Retail Skepticism Even As BoFA Reinstates ‘Buy,’ Calls It ‘Best In Class’ Value In Payments
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March 12, 2026
The broader AI narrative and regulatory concerns have weighed on sentiment, creating “attractive entry points among the highest-quality names,” says Bank of America.
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Here's How Capital One Financial Beats The Market From Here
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Capital One Financial recently bought Discover, which materially changes how the company competes in the credit card market.
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Here's How Much $100 Invested In Mastercard 15 Years Ago Would Be Worth Today
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