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What We Buy Currently
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Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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Event Schedule
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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
)
357.56
+3.76 (+1.06%)
Official Closing Price
Updated: 7:00 PM EST, Jan 6, 2026
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UAE Author Ahmed Alhosani Empowers Dubai Professionals and Entrepreneurs Through His Amazon Books
October 20, 2025
Via
AB Newswire
Topics
Artificial Intelligence
Economy
Market Minute: Dow Soars, Apple Hits Record High as 20-Day Government Shutdown Fuels Gold Rally
October 20, 2025
The U.S. financial markets opened the week with a robust performance on October 20, 2025, as the Dow Jones Industrial Average (DJIA) extended its gains, and tech giant Apple Inc. (NASDAQ: AAPL) reached...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Prediction: These 2 Stocks Will Join Nvidia, Apple, Microsoft, and Alphabet in the Trillion-Dollar Club by 2030
↗
October 20, 2025
Hint: It is not Palantir.
Via
The Motley Fool
Topics
Artificial Intelligence
Credit Cards
Economy
GiftCardMall.org Simplifies Gift Card Management with Instant Balance Checking and Easy Activation
October 20, 2025
Lancaster, California--(Newsfile Corp. - October 20, 2025) - GiftCardMall.org has introduced an enhanced online experience that allows users to instantly...
Via
Newsfile
Topics
Economy
Citizenship Network Announces Comprehensive Advisory for the Latvia Golden Visa Program via Real Estate, Company Setup, and €50,000 Latvian Company Investment
October 19, 2025
Via
Press Release Distribution Service
Better Warren Buffett Buy: American Express vs. Coca-Cola
↗
October 19, 2025
These blue chip Dow Jones dividend stocks are built to last.
Via
The Motley Fool
Topics
Stocks
The Dominoes Keep Falling In The Move To Digital Money
↗
October 18, 2025
Earlier, I noted that the same institutions that crypto was meant to disrupt were starting to embrace it instead. Which meant the financial giants who once resisted change were now the ones driving it....
Via
Talk Markets
Had You Invested $10,000 in the Vanguard S&P 500 Growth ETF 10 Years Ago, Here's How Much You'd Have Today
↗
October 18, 2025
The Vanguard S&P 500 Growth ETF typically outperforms the S&P 500 over the long term.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Economy
2 Brilliant Fintech Stocks to Buy Now and Hold for the Long Term
↗
October 18, 2025
Visa and SoFi are both fintech leaders worth adding to your portfolio.
Via
The Motley Fool
Topics
Credit Cards
Government
Emirabiz Empowers Entrepreneurs with Expert Business Consulting in the UAE
October 17, 2025
Via
AB Newswire
Topics
Economy
2 Profitable Stocks with Impressive Fundamentals and 1 We Find Risky
October 17, 2025
While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies - as Jeff Bezos said, "Your margin is my...
Via
StockStory
Why Visa Could Be the Safest Stock in Your Portfolio
↗
October 17, 2025
Visa's dominance, business model, sky-high margins, and growth catalysts makes it a truly safe bet.
Via
The Motley Fool
US Chamber Of Commerce Sues Trump Administration Over 'Plainly Unlawful' $100,000 H-1B Visa Fee
↗
October 17, 2025
The U.S. Chamber of Commerce is suing the Trump administration over its $100,000 fee on new H-1B visa petitions, arguing that it is unlawful.
Via
Benzinga
Topics
Government
Lawsuit
JPMorgan Analyst Favors Visa Over Mastercard: Here's Why
↗
October 16, 2025
JPMorgan's Tien-tsin Huang favors Visa over Mastercard citing stronger U.S. volumes, pricing upside, and stable spending trends.
Via
Benzinga
2 Dow Jones Stocks with Exciting Potential and 1 We Brush Off
October 16, 2025
The Dow Jones (^DJI) is home to corporate giants, but size alone doesn’t guarantee success. A few of these companies are struggling with weak fundamentals, paradigm shifts, or poor execution.
Via
StockStory
Topics
Artificial Intelligence
Stocks
Coinbase Unleashes Stablecoin Payments Platform, Reshaping Global Commerce and Crypto Adoption
October 16, 2025
San Francisco, CA – October 16, 2025 – Coinbase (NASDAQ: COIN), a leading cryptocurrency exchange, has made a monumental leap into the global payments landscape, launching a comprehensive stablecoin...
Via
BreakingCrypto
Topics
Artificial Intelligence
Economy
Jim Cramer Says This Basic Materials Stock Is 'Hot As A Pistol'
↗
October 16, 2025
Cramer likes Dublin-based CRH. UBS analyst Julian Radlinger initiated coverage on the company with a Buy rating and a price target of $138.
Via
Benzinga
The Smartest Warren Buffett Stocks to Buy Right Now
↗
October 16, 2025
Berkshire Hathaway's $300 billion stock portfolio is a great place to find market-beating investments.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Here's How Much You Would Have Made Owning Visa Stock In The Last 15 Years
↗
October 15, 2025
Via
Benzinga
NYC’s Culinary Scene Embraces Digital Gold: Crypto Payments Go Mainstream
October 15, 2025
New York, NY – October 15, 2025 – The aroma of gourmet dishes in New York City is increasingly mingling with the digital hum of blockchain transactions as a growing number of the city's top restaurants...
Via
BreakingCrypto
Topics
ETFs
Economy
Bullish Bet: Investment Manager Adds Booking Holdings Stock Worth $119.5 Million, According to Recent Filing
↗
October 15, 2025
Via
The Motley Fool
Large Investment Manager Hits the Eject Button on Artificial Intelligence (AI) Stock. Should Retail Investors Look to Buy on the Dip?
↗
October 15, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Nancy Pelosi And Warren Buffett Are Betting On The Same 4 Stocks—Here's What They Know
↗
October 15, 2025
Nancy Pelosi and Warren Buffett own multiple stocks in their investment portfolios. Here's a look at the four stocks they share in common.
Via
Benzinga
Abbott Laboratories Remains In Favor With London Investment Manager, New Filing Shows
↗
October 15, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Nearshore Software Developers To Scale US Teams Amid Visa Cost Hike Available
October 14, 2025
Via
Press Release Distribution Service
Topics
Government
Immigration
BLS International Revolutionizes Latin American Visa Services with AI and Biometric Integration
October 14, 2025
BLS International (NSE: BLS) has significantly ramped up its presence in Latin America, launching new and upgraded Visa Application Centres (VACs) across Argentina, Ecuador, and Bolivia. This strategic...
Via
MarketMinute
Topics
Artificial Intelligence
Fraud
Immigration
Cloudflare Partners With Top Payment Giants To Build Trust In Agentic Commerce
↗
October 14, 2025
Cloudflare partners with Visa, Mastercard, and AmEx to secure agentic commerce. Web Bot Auth will authenticate AI agents.
Via
Benzinga
Topics
Artificial Intelligence
CCLA Investment Management Opens New $91 Million MercadoLibre (NASDAQ:MELI) Stake
↗
October 14, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Visa Unveils Trusted Agent Protocol: Paving the Way for Secure AI Commerce
October 14, 2025
San Francisco, CA – October 14, 2025 – In a landmark announcement poised to redefine the future of digital transactions, Visa (NYSE: V) today launched its groundbreaking Trusted Agent Protocol (TAP)...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Fraud
Visa Introduces Trusted Agent Protocol: An Ecosystem-Led Framework for AI Commerce
October 14, 2025
From
Visa Inc.
Via
Business Wire
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