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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
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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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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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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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RSVP-Signup Form
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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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MA Q4 Deep Dive: Value-Added Services and Global Partnerships Drive Resilient Performance
January 30, 2026
Global payments technology company Mastercard (NYSE:MA) met Wall Streets revenue expectations in Q4 CY2025, with sales up 17.6% year on year to $8.81 billion. Its non-GAAP profit of $4.76 per share was...
Via
StockStory
Mastercard Surges as Q4 Earnings Smash Estimates; Resilient Consumer Spending Ignites Payment Sector Rally
January 29, 2026
Mastercard Incorporated (NYSE: MA) shares climbed nearly 3% on Thursday, January 29, 2026, after the payments giant delivered a robust fourth-quarter earnings report that handily outpaced Wall Street...
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Earnings
Capital One Stock Weak After Earnings, Brex Deal in Focus
↗
January 29, 2026
Via
MarketBeat
Mastercard Inc. (NYSE:MA) Q4 2025 Earnings Beat Drives Pre-Market Gains
↗
January 29, 2026
Via
Chartmill
Topics
Earnings
Mastercard Unusual Options Activity
↗
January 23, 2026
Via
Benzinga
Mastercard Stock Is Expensive, But Q4 Earnings Still Warrant A Buy
↗
January 29, 2026
Mastercard remains in focus on Thursday after reporting a market-beating Q4.
Via
Talk Markets
Noah Kahan and Mastercard to Premiere ‘The Great Divide’ Music Video and Offer Cardholders Priceless Experiences
January 29, 2026
From
Mastercard Incorporated
Via
Business Wire
Mastercard Q4 Gross Dollar Volume Hits $2.8 Trillion
↗
January 29, 2026
Mastercard stock climbed after the payments giant beat Q4 earnings and revenue estimates, driven by strong consumer spending, cross-border volumes, and fast-growing value-added services.
Via
Benzinga
Mastercard (MA) Q4 2025 Earnings Call Transcript
↗
January 29, 2026
Mastercard (MA) Q4 2025 Earnings Call Transcript
Via
The Motley Fool
Topics
Earnings
Mastercard (NYSE:MA) Posts Q4 CY2025 Sales In Line With Estimates
January 29, 2026
Global payments technology company Mastercard (NYSE:MA) met Wall Streets revenue expectations in Q4 CY2025, with sales up 17.6% year on year to $8.81 billion. Its non-GAAP profit of $4.76 per share was...
Via
StockStory
Topics
Artificial Intelligence
Mastercard Incorporated Fourth Quarter and Full Year 2025 Financial Results Available on Company’s Website
January 29, 2026
From
Mastercard Investor Relations
Via
Business Wire
Mastercard Gears Up For Q4 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts
↗
January 29, 2026
Via
Benzinga
Bank Profits Rise Amid Credit Card Uncertainty
↗
January 28, 2026
Earnings from six of the largest U.S. banks have been received.
Via
The Motley Fool
Topics
Artificial Intelligence
Credit Cards
Government
Forget SoundHound AI: This Walled‑Garden Superpower Is the Safer, Smarter Way to Profit From Voice AI
↗
January 28, 2026
Apple is a better long-term play than this speculative voice AI stock.
Via
The Motley Fool
Topics
Artificial Intelligence
Credit Cards
PayPal (PYPL) 2026: The “Sleeping Giant” Awakens for Growth Recovery
January 28, 2026
As of January 28, 2026, the financial technology landscape is undergoing a profound transformation. At the center of this shift is PayPal Holdings, Inc. (NASDAQ: PYPL), a company that has spent the...
Via
Finterra
Topics
Artificial Intelligence
Capital One Solidifies B2B Dominance with $5.15 Billion Acquisition of Fintech Giant Brex
January 28, 2026
In a move that signals a tectonic shift in the financial services landscape, Capital One Financial Corp. (NYSE:COF) announced on January 22, 2026, that it has entered into a definitive agreement to...
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Kiwitaxi Launches Mobile App to Address Growing Demand for Pre-Booked Airport Transfers
January 28, 2026
Edinburgh, Scotland--(Newsfile Corp. - January 28, 2026) - Kiwitaxi, a global airport transfer provider operating in over 105 countries and...
Via
Newsfile
Mastercard (MA) To Report Earnings Tomorrow: Here Is What To Expect
January 27, 2026
Global payments technology company Mastercard (NYSE:MA) will be reporting results this Thursday before market hours. Here’s what investors should know.
Via
StockStory
Topics
Artificial Intelligence
The Fed’s Crossroads: Markets Brace for Tomorrow’s FOMC Verdict and Powell’s 2026 Blueprint
January 27, 2026
On the eve of the Federal Open Market Committee’s (FOMC) first policy decision of 2026, a heavy silence has fallen over Wall Street. As of today, January 27, 2026, investors are positioning themselves...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Credit Cards
The Consumer Litmus Test: Visa Braces for High-Stakes Earnings Amidst a Tech-Heavy Market Blitz
January 27, 2026
As the final week of January 2026 unfolds, the financial world is bracing for a collision of data points that will likely define the market's trajectory for the first half of the year. While the...
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Economy
Investors Are Flocking to This ETF. It Could Outperform the S&P 500 for Years.
↗
January 27, 2026
There's one sector-specific ETF that has seen a lot of investor attention recently.
Via
The Motley Fool
Topics
Credit Cards
ETFs
Economy
Mastercard Launches Agent Suite to Ready Enterprises for a New Era
January 27, 2026
From
Mastercard Investor Relations
Via
Business Wire
5 Top Buffett Stocks to Buy and Hold for the Long Haul
↗
January 26, 2026
These are stocks right out of the Buffett playbook.
Via
The Motley Fool
Topics
Credit Cards
The Vertical Giant: A Deep Dive into Capital One’s ‘Third Network’ Transformation
January 26, 2026
As of January 26, 2026, the American financial landscape is adjusting to a new reality: the emergence of a truly vertically integrated banking and payments titan. Capital One Financial (NYSE: COF),...
Via
Finterra
Topics
Credit Cards
Economy
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
Visa, Mastercard Head Into Earnings With Spending Holding Firm
↗
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...
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Economy
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...
Via
Finterra
Topics
Artificial Intelligence
Credit Cards
Economy
QubePay Cambodia Relocates to New Office in Phnom Penh's Banking District
January 22, 2026
Via
PRLog
These S&P500 stocks are moving in today's after hours session
↗
January 21, 2026
Via
Chartmill
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