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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
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Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
)
303.76
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Updated: 7:00 PM EDT, Mar 24, 2026
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Option Volatility And Earnings Report For January 26 - 30
January 26, 2026
It’s the biggest week of the quarter for earnings this week with plenty of big names set to report. This week we have Tesla, Microsoft, Apple, Meta Platforms, UnitedHealth Group, Exxon Mobil, Visa,...
Via
Barchart.com
Thinking Of Buying Visa Before Q1 Earnings? You Might Want To Wait
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January 25, 2026
Visa Inc. is set to report its first-quarter fiscal 2026 results on Jan. 29, 2026. The company's volumes are forecast to grow, with processed transactions up 9.5% and payment volumes up 8.6%. Yet,...
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January 25, 2026
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January 24, 2026
These ETFs can be good supplemental pieces in a portfolio.
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Visa, Mastercard Head Into Earnings With Spending Holding Firm
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January 23, 2026
Visa (V) and Mastercard (MA) earnings expected on Jan 29th. JP Morgan analyst remains positive, expecting strong growth.
Via
Benzinga
The Great Realignment: Value and Defensive Moats Topple Tech in 2026’s Market Rotation
January 23, 2026
The opening weeks of 2026 have delivered a sharp wake-up call to investors who had grown accustomed to the relentless ascent of Silicon Valley. In what analysts are calling "The Great Realignment," the...
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Capital One (COF): Forging a New Financial Titan Through the Discover Acquisition
January 23, 2026
As of January 23, 2026, the American financial landscape is undergoing a tectonic shift led by Capital One Financial Corp (NYSE: COF). Long known as the disruptor that democratized credit through data...
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US GDP Outperforms Expectations: 4.4% Q3 Beat Fuels Soft-Landing Optimism on Wall Street
January 23, 2026
The U.S. economy has once again proven its resilience, as newly revised data shows the nation’s output expanded at a robust 4.4% annualized rate in the third quarter of 2025. This figure, released by...
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Portugal’s Golden Visa Remains a Top Pick for Americans Despite Policy Shifts
January 22, 2026
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1 Blue Chip Stock I Keep Doubling Down On No Matter What
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January 22, 2026
This finance sector stock has become one of my favorite long-term holds.
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I Correctly Predicted That These 15 Dow Jones Stocks Would Boost Their Payouts in 2025. Here's Why It Can Happen Again in 2026.
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January 22, 2026
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Visa Brings Crypto-To-Fiat Convenience To Millions Via Mercuryo
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January 22, 2026
Visa partners with Mercuryo to enable near-instant crypto-to-fiat conversions using Visa Direct, expanding real-time payments.
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A Look Into Visa Inc's Price Over Earnings
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January 21, 2026
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Muay Thai Visa Thailand (MTVT) Opens the Door for Authentic Muay Thai Training and Legal Long-Term Stay in Thailand
January 21, 2026
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Foreign Executives Can Secure U.S. Entry Through the New Office L-1 Visa—Even Without an Existing U.S. Subsidiary
January 21, 2026
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Better Growth Stock: Visa vs. Costco
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January 21, 2026
Visa and Costco are both steadily growing their businesses, but one looks more attractive today than the other.
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The Toll Road Resilience: Why Visa and Mastercard Rebounded Amid a White House War on Credit Fees
January 21, 2026
In a month characterized by aggressive populist shifts in financial policy, the U.S. credit card industry has found itself at the center of a regulatory storm. On January 9, 2026, the administration...
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Switzerland Travel Operator Launches Structured B2B Platform for International Tour Agencies
January 21, 2026
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The Best Dividend Growth Stocks to Buy With $2,000 Right Now
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January 21, 2026
There are two ways to look at dividend growth. Do you prefer fast and furious or slow and boring?
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Horizon Estate Launches Curated Eco-Luxury Villa Portfolio Amid 32% Surge in Bali Luxury Rental Demand
January 21, 2026
Premium sustainable properties command 10–15% price premiums as international investors capitalize on 6.33 million annual visitors and emerging wellness-focused real estate trends.
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PulseBulletin.com
Schengen Visa Finances: Shared Requirement, Varied Thresholds
January 21, 2026
Via
GlobePRwire
Visa Shares Slip As Trump Backs Credit Card Competition Act
↗
January 20, 2026
Visa shares are marginally lower on Tuesday as the company faces pressure following a recent push regarding credit card regulations.
Via
Benzinga
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Government
Trump Shatters the Duopoly: President Endorses Credit Card Competition Act in Populist Shift
January 20, 2026
In a move that has sent shockwaves through the financial sector and the corridors of Capitol Hill, President Donald Trump officially endorsed the Credit Card Competition Act (CCCA) on January 13, 2026....
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MarketMinute
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White House Interest Rate Mandate Sends Shockwaves Through Wall Street: The 10% Credit Card Cap Arrives
January 20, 2026
As of January 20, 2026, the American financial landscape is facing a seismic shift as the White House’s proposed 10% cap on credit card interest rates moves from a campaign-trail firebrand to a looming...
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Globevisa Group Unveils "Yearbook 2025": Unlocking 2026 Global Migration Trends and the "Vision 2045" Roadmap
January 20, 2026
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Is XRP (Ripple) a Millionaire Maker?
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January 20, 2026
XRP is one of the largest cryptocurrencies by market cap.
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U.S. Immigration Pathways & Visa Options: Legal Consultation Services Announced
January 20, 2026
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Press Release Distribution Service
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The 10% Solution: Washington’s Radical Gambit to Rebuild the Credit Market
January 19, 2026
The American financial landscape is currently bracing for what many analysts are calling "Interest Rate Armageddon." As of mid-January 2026, a bipartisan legislative push to cap credit card interest...
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MarketMinute
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The Platinum Tightrope: American Express Navigates 9% Growth Amid Rising Costs and Regulatory Shocks
January 19, 2026
As of January 19, 2026, the financial sector is closely monitoring American Express (NYSE: AXP), a company that has spent the last year demonstrating the power of its premium brand while simultaneously...
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MarketMinute
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Trump Shakes Financial Markets with Endorsement of Credit Card Competition Act
January 19, 2026
WASHINGTON, D.C. — In a move that has sent shockwaves through Wall Street and the payments industry, President Donald Trump officially endorsed the Credit Card Competition Act (CCCA) on January 13,...
Via
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Topics
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