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home
about us
Investment Approach
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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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TAF sm Program
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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
Quarterly Performance Reports
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Event Schedule
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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
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Visa
(NY:
V
)
303.76
-0.68 (-0.22%)
Official Closing Price
Updated: 7:00 PM EDT, Mar 24, 2026
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Trump’s Populist Pivot: A 10% Interest Cap and the End of the Visa-Mastercard Duopoly?
January 19, 2026
WASHINGTON D.C. — In a series of sweeping policy declarations that have sent shockwaves through the financial corridors of Wall Street, President Trump has set the stage for a radical restructuring of...
Via
MarketMinute
Topics
Credit Cards
Economy
Fraud
Visa Inc. (V): The Global Toll-Bridge Navigating a Regulatory Storm
January 19, 2026
The global financial landscape in early 2026 finds itself at a peculiar crossroads, and at the center of this transition sits Visa Inc. (NYSE: V). Long considered the ultimate "toll-bridge" of the...
Via
Finterra
Topics
Artificial Intelligence
Credit Cards
Economy
If You Invested $100 In Visa Stock 10 Years Ago, You Would Have This Much Today
↗
January 19, 2026
Via
Benzinga
Tuck & Howell Plumbing, Heating & Air is Offering Greenville Homeowners a Limited-time Promotion on HVAC System Installations
January 19, 2026
Via
GetFeatured
Trump Is Taking Aim at Credit Card Swipe Fees. Should You Ditch Visa Stock ASAP?
January 19, 2026
V stock is under pressure as political scrutiny of swipe fees resurfaces, but Visa’s fundamentals tell a more nuanced story.
Via
Barchart.com
Topics
Credit Cards
Government
Lawsuit
2 Buffett Stocks to Load Up On—And 1 to Ditch
↗
January 19, 2026
Via
MarketBeat
1 Top Dividend Stock to Buy With Double-Digit Dividend Growth and an Aggressive Share Repurchase Program
↗
January 18, 2026
This finance giant has become more shareholder-friendly in recent years.
Via
The Motley Fool
Topics
Credit Cards
Should You Buy, Sell, or Hold Mastercard Stock for January 2026?
January 18, 2026
With President Trump’s latest proposal shaking Mastercard shares, is now the time to buy, hold, or hit the sell button?
Via
Barchart.com
Topics
Economy
Fraud
Government
5 Durable Stocks to Buy With $5,000 and Hold Forever
↗
January 17, 2026
These five companies have sound businesses and can form a strong foundation for your diversified investment portfolio.
Via
The Motley Fool
Topics
Bonds
Credit Cards
1 Spectacular Cryptocurrency That Could Soar by 1,159%, According to Cathie Wood
↗
January 17, 2026
Cryptocurrencies are coming off a rough year in 2025, but there could be significant upside ahead over the long term.
Via
The Motley Fool
Trump Says Credit Card Swipe Fees Are ‘Out of Control.’ What Does That Mean for Visa Stock?
January 17, 2026
Trump’s backing of the Credit Card Competition Act and talk of “out of control” swipe fees have sparked sharp, but likely temporary, volatility in Visa, but its long‑term thesis remains intact unless...
Via
Barchart.com
Topics
Credit Cards
Government
With Financial Stocks Suddenly Tanking, Is Now the Time to Buy?
↗
January 17, 2026
Financial stocks are temporarily down, yet there may be good times ahead for the industry.
Via
The Motley Fool
Topics
Credit Cards
Government
Should You Buy XRP While It's Under $2.50?
↗
January 17, 2026
XRP has dropped more than 40% from its peak this summer. Does that make it a buy?
Via
The Motley Fool
Student EB5 Launches Free Financial Feasibility Calculator to Help Prospective Investors Assess EB-5 Visa Eligibility
January 16, 2026
Via
AB Newswire
Topics
Immigration
Retirement
Influencers Aren’t “Stealing” Hollywood Visas – They’re Qualifying for Them
January 16, 2026
Via
AB Newswire
Topics
Immigration
The Payment Paradox: Record Profits Meet a Regulatory Reckoning for Visa and Mastercard
January 16, 2026
As of mid-January 2026, the global payment landscape is caught in a profound contradiction. While industry giants Visa (NYSE: V) and Mastercard (NYSE: MA) continue to report record-breaking revenues...
Via
MarketMinute
Topics
Credit Cards
Fraud
Law Enforcement
NEC Hassett Says Banks Can Voluntarily Offer Credit Card To Citizens Amid Credit Card Interest Rate Battle
↗
January 16, 2026
U.S. President Donald Trump has previously said that he was looking to introduce a one-year 10% cap on credit card interest rates after pointing out that the current rates were exorbitantly high.
Via
Stocktwits
Topics
Credit Cards
Economy
Government
Visa, Mastercard Stocks Tumble As Trump Targets Credit Card Economics
↗
January 16, 2026
Visa and Mastercard are facing pressure as Trump supports Credit Card Competition Act, potentially impacting their duopoly and high-margin fee engines.
Via
Benzinga
Topics
Credit Cards
Government
The Great Decoupling: Why Visa and Mastercard Are Rebounding Despite the 10% Interest Rate Cap Shock
January 16, 2026
The financial markets have spent the first two weeks of 2026 in a state of high-alert volatility, following a series of aggressive regulatory salvos aimed at the heart of the American credit industry....
Via
MarketMinute
Topics
Credit Cards
Fraud
Populist Punch: Trump’s 10% Credit Card Cap Proposal Jolts Wall Street as ‘Credit Desert’ Fears Loom
January 16, 2026
In a move that has sent shockwaves through the financial sector, President Donald Trump has reignited a contentious battle with the nation’s largest lenders by reaffirming his pledge to cap credit card...
Via
MarketMinute
Topics
Credit Cards
Government
Argentina Golden Visa Expected to Capture American Investment as 400% Surge in Second Passport Demand Creates Historic Opportunity
January 16, 2026
Via
AB Newswire
Topics
Economy
American Dream Now Costs $5 Million: New Analysis Shows Argentina Golden Visa Offers Affordable Alternative
January 16, 2026
Via
AB Newswire
Topics
Economy
Retirement
The 10% Shockwave: President Trump’s Populist Interest Rate Cap Sends Wall Street Reeling
January 16, 2026
As the clock ticks toward the first anniversary of his return to the White House, President Donald Trump has reignited a firestorm across the financial services sector with a formal directive to cap...
Via
MarketMinute
Topics
Credit Cards
Government
Senate Gridlock Rattles Crypto Markets: Coinbase and MicroStrategy Shares Tumble as "CLARITY Act" Hits Legislative Wall
January 16, 2026
Shares of digital asset heavyweights MicroStrategy (NASDAQ: MSTR) and Coinbase Global, Inc. (NASDAQ: COIN) faced a sharp sell-off during mid-January trading as hopes for comprehensive U.S. crypto...
Via
MarketMinute
Topics
Credit Cards
ETFs
Regulatory Compliance
Could Buying Visa Stock Today Set You Up for Life?
↗
January 16, 2026
Shares of the leader in card payment processing underperformed the market last year.
Via
The Motley Fool
Topics
Credit Cards
Economy
2 Warren Buffett Stocks to Hold Forever
↗
January 16, 2026
These are companies you can regularly add to without thinking twice.
Via
The Motley Fool
Topics
Economy
Global Immigration Partners PLLC Issues Statement on New U.S. Freeze of Immigrant Visa Processing for 75 Countries; Affirms Continued Availability of L-1 and Other Non-Immigrant Visas
January 15, 2026
Via
Press Release Distribution Service
Topics
Immigration
Barlow Wealth Partners Fully Exits Position in Sprouts Farmers Market Stock Valued at $16.7 Million
↗
January 15, 2026
Sprouts Farmers Market runs 370+ stores in 23 states, focusing on fresh, natural groceries for health-focused consumers.
Via
The Motley Fool
Topics
Regulatory Compliance
Visa to Announce Fiscal First Quarter 2026 Financial Results on January 29, 2026
January 15, 2026
From
Visa Inc.
Via
Business Wire
Regulatory "Perfect Storm" Sends Payment Giants Reeling: Visa and Mastercard Face Historic Slump
January 15, 2026
The global payments landscape was sent into a tailspin this week as a series of aggressive regulatory maneuvers and political shifts converged on the industry's dominant players. Visa (NYSE: V) saw its...
Via
MarketMinute
Topics
Brexit
Credit Cards
Fraud
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