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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
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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
Featured Articles
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Visa
(NY:
V
)
303.76
-0.68 (-0.22%)
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Updated: 7:00 PM EDT, Mar 24, 2026
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December 30, 2025
Visa will release its first-quarter earnings soon, and analysts anticipate a double-digit bottom-line growth.
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December 29, 2025
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On CNBC's Halftime Report Final Trades, Kevin Simpson touted Visa Inc. (NYSE: V) for its strong free cash flow and clean balance sheet.
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As of December 26, 2025, EPAM Systems, Inc. (NYSE: EPAM) stands at a critical juncture in its thirty-two-year history. Once celebrated as the quintessential high-growth "engineering-first" digital...
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This Anonymous 4chan Crypto Prediction Got Tom Lee’s Attention – But Traders Are Not Sold On The Call
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The Toll Booth of Global Commerce: A Deep-Dive Into Visa Inc. (NYSE: V)
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The $18.6 Trillion Burden: US Household Debt Hits New Record as Mortgage Pressure Mounts
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Federal Judge Dismisses Chamber Of Commerce's Lawsuit Over Trump's $100,000 H-1B Visa Fee
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December 24, 2025
A federal judge has dismissed the U.S. Chamber of Commerce's challenge to the $100,000 fee imposed by President Donald Trump on new H-1B visas for highly skilled foreign workers.
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If You'd Invested $1,000 in Visa 10 Years Ago, Here's How Much You'd Have Today
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The Quiet Tape’s Loud Message: Markets Surge on GDP Surprise Amid Holiday Thinness
December 23, 2025
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(BPT) - The holiday season is full of celebration, but for many Americans, it's also becoming increasingly expensive. According to the National Retail Federation's 2025 Holiday Trends Report, consumers...
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Visa Dominates 2025 Holiday Season as Strategic Stablecoin Pivot Reimagines the Future of Payments
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“Free Visa for Life” Until 31 December 2025: OpenHub Unveils End-of-Year Business Setup Offer Ahead of the New Year
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Visa Analysis: U.S. Holiday Spending Rose 4.2%
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U.S. Visa Waivers Explained: When a Past Mistake Should Not Define One’s Future.
December 22, 2025
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Fiserv Partners With Mastercard, Visa To Accelerate Agentic Commerce
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December 22, 2025
Fiserv, Inc. stock rose after announcing partnerships with Mastercard (NYSE: MA) and Visa (NYSE: V) to advance agentic commerce.
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Trump Administration Proposes Five-Year Social Media Disclosure For Visa Waiver Travelers
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December 20, 2025
Trump admin proposes that travelers from Visa Waiver Program countries submit up to 5 years of social media history.
Via
Benzinga
Topics
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