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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
)
349.77
-2.46 (-0.70%)
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Updated: 7:00 PM EST, Jan 9, 2026
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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
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Abbott Laboratories Remains In Favor With London Investment Manager, New Filing Shows
↗
October 15, 2025
Via
The Motley Fool
Topics
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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
The Best Blue Chip Stocks to Buy With $2,000 Right Now
↗
October 13, 2025
If you're looking to invest $2,000 in the stock market, here are five quality stocks to consider adding today.
Via
The Motley Fool
Topics
Credit Cards
Economy
3 Top Dividend Stocks to Buy in October
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October 13, 2025
These three winners are cornerstones of the financial services sector.
Via
The Motley Fool
Topics
Bonds
Economy
The Best Stocks to Invest $1,000 in Right Now
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October 12, 2025
Here are three top-notch stocks that can form a strong foundation for your diversified investment portfolio.
Via
The Motley Fool
Topics
Artificial Intelligence
Portugal Golden Visa Fund: Secure Pathway to European Residency and Smart Investment in 2025
October 11, 2025
Via
GlobePRwire
The Surprising Reason Credit Card Companies Love Economic Downturns
↗
October 11, 2025
An economic downturn could be hard for credit card issuers, but companies like Mastercard and Visa won't feel nearly the same hit.
Via
The Motley Fool
Topics
Credit Cards
Economy
Osprey Adds to $15.4 Million JPMorgan Chase (NYSE: JPM) Position
↗
October 10, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Fresh H-1B Shock On The Horizon For Indian Firms? Higher Fees, More Scrutiny On The Cards
↗
October 10, 2025
Beyond the proposed $100,000 mandatory fee, the Trump administration plans to tighten eligibility norms and introduce new restrictions on how employers can use and qualify for the permit
Via
Stocktwits
Topics
Government
3 No-Brainer Warren Buffett Stocks to Buy Right Now
↗
October 10, 2025
Coca-Cola, Visa, and Amazon are all reliable long-term investments in this frothy market.
Via
The Motley Fool
Nasdaq Stumbles from Record Highs: A Market Recalibration Amidst Shifting Sands
October 09, 2025
October 9, 2025 – The Nasdaq Composite (NASDAQ) has experienced a notable retreat from its recent all-time record highs, signaling a significant recalibration for financial markets. After surging to an...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Market Giants Retreat: S&P 500 and Nasdaq Pull Back from Record Highs Amidst Economic Headwinds
October 09, 2025
The relentless ascent of the U.S. stock market has hit a significant speed bump, as both the S&P 500 and Nasdaq Composite have retreated from their recent record highs. This pullback, occurring after...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Klarna's New BNPL Debit Card Got 1 Million Sign-Ups In 11 Weeks. Here's How It Can Change Consumer Spending.
↗
October 09, 2025
Via
Benzinga
Delta's Strong Q3 Earnings Propel S&P 500 to New Heights
October 09, 2025
New York, NY – October 9, 2025 – Delta Air Lines (NYSE:DAL) delivered a powerful performance in its third-quarter 2025 earnings report today, significantly surpassing analyst expectations and providing...
Via
MarketMinute
Topics
Earnings
Economy
Stocks
Wealth Manager Takes Big New Stake in Visa, According to Latest Filing
↗
October 09, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
AAPL, COST, MA, GE And More In Focus As Quality Stocks Suffer Worst Market Lag Since Dot-Com Bubble
↗
October 09, 2025
Analysis shows quality stocks like AAPL & GE are lagging the S&P 500 by the most since the 1999 dot-com bubble. Learn why.
Via
Benzinga
Topics
Stocks
Osprey Private Wealth Buys $2.9 Million in TJX Stock — Here's What to Know About This Retail Play
↗
October 08, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
VISA INVESTIGATION ALERT: Bragar Eagel & Squire, P.C. Continues Investigation into Visa Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
October 08, 2025
From
Bragar Eagel & Squire
Via
GlobeNewswire
Alonso & Alonso Attorneys at Law Emphasizes The Critical Need for VAWA Visa Applications as Immigration Policies Face Unprecedented Changes
October 08, 2025
Via
AB Newswire
Topics
Immigration
Product Recall
2 Magnificent Dividend Stocks to Buy Now and Hold Forever
↗
October 08, 2025
Both have increased their payouts at a terrific pace over the past decade.
Via
The Motley Fool
Why Confluent Stock Is Soaring Over 19% In Today’s Premarket
↗
October 08, 2025
Confluent’s stock price plummeted in July following the loss of a major customer, reportedly rendering the company vulnerable to takeover approaches.
Via
Stocktwits
Topics
Artificial Intelligence
Nvidia To Reportedly Cover Trump's $100,000 H1-B Visa Fee For New Hires, Says CEO: 'Not...Possible Without Immigration'
↗
October 08, 2025
Nvidia Corp. (NASDAQ: NVDA) CEO Jensen Huang has reportedly assured employees that the company will continue sponsoring H-1B visas, despite President Donald Trump's recent executive order to impose a...
Via
Benzinga
Topics
Government
No Visa Relaxation, But Big Trade Wins: What’s On UK PM Keir Starmer’s First India Visit Agenda
↗
October 08, 2025
Modi and Starmer are expected to review the progress of the India - UK Comprehensive Strategic Partnership under the ‘Vision 2035’ framework
Via
Stocktwits
Topics
Artificial Intelligence
Government
Immigration
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