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home
about us
Investment Approach
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Value Proposition
Team Biographies
Firm ADV PDFs
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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
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TAF sm Program
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Quarterly Performance Reports
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MVS Program
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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
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Visa
(NY:
V
)
362.50
-7.97 (-2.15%)
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Updated: 7:00 PM EDT, Aug 7, 2026
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Buffett Bet Big On Visa, Mastercard Stocks 15 Years Ago: Here's How Much Those Positions Gained
↗
May 21, 2026
Berkshire Hathaway no longer holds stakes in Visa or Mastercard. Here's a look back at the timeline of owning shares and how much the conglomerate may have made.
Via
Benzinga
Berkshire Hathaway CEO Greg Abel Is in Clean-Up Mode: 2 Brilliant Stocks He Just Sold
↗
May 21, 2026
There is still a lot to like about these companies.
Via
The Motley Fool
Topics
Economy
Lawsuit
PayPal Stock Just Got a Vote of Confidence From Michael Burry. That Doesn’t Change Its Broader, Lumpy Trajectory.
May 21, 2026
Michael Burry opened a roughly 3.5% position in PayPal in April 2026 at around $49 per share, drawing fresh attention to PYPL stock.
Via
Barchart.com
Topics
ETFs
Schengen Visa Services for UK Residents
↗
May 20, 2026
Via
Talk Markets
Best Study Visa Advisor in Ferozepur - PB
↗
May 20, 2026
Via
Talk Markets
Mohali’s Education Hub Welcomes a Fresh Wave of Global Ambition with UK Student Visa Consu
↗
May 21, 2026
Via
Talk Markets
3 Warren Buffett Stocks to Buy and Hold Forever
↗
May 21, 2026
Make these standout Berkshire Hathaway positions core to your own portfolio.
Via
The Motley Fool
Men in Blazers Media Network and Visa Team Up to Launch Fan-Powered City Guides Celebrating Soccer Culture and Local Small Businesses
May 20, 2026
From
Visa Inc.
Via
Business Wire
Visa Threats Report: As Network Security Strengthens, Criminals Accelerate Shift to AI-Enabled Social Engineering
May 20, 2026
From
Visa Inc.
Via
Business Wire
Greg Abel Just Sold Berkshire Hathaway's Stake in Visa and Mastercard and Initiated a New Position in a Stock That Warren Buffett Sold 6 Years Ago
↗
May 20, 2026
Investors just saw the changes Berkshire Hathaway made to its large equities portfolio in the first quarter of 2026.
Via
The Motley Fool
Topics
Artificial Intelligence
New Zealand Study Visa Consultants in Ludhiana: Navigating the Path to Kiwi Education
↗
May 20, 2026
Via
Talk Markets
Warren Buffett's Successor Greg Abel Dumped 16 Stocks in Q1: Here Are the 2 Biggest Surprises
↗
May 20, 2026
Could one person's trash be another person's treasure with two stocks recently sold by Buffett's successor?
Via
The Motley Fool
Topics
Credit Cards
Retirement
How to Choose the Right OSHC Plan
May 19, 2026
Via
GlobePRwire
Warren Buffett’s Berkshire Hathaway Dumped 16 Stocks in Q1, But the Chevron Sale Was the Largest
May 19, 2026
Berkshire exited 16 stocks in Q1 under CEO Greg Abel, but its Chevron stock sale stood apart. Despite trimming its stake, Berkshire still appears deeply committed to the energy giant.
Via
Barchart.com
Topics
Artificial Intelligence
SpaceX Is Kicking Off IPO Mania -- but It's Also Reviving Stock-Split Euphoria
↗
May 19, 2026
Statistically, since 1980, companies that have conducted forward stock splits have handily outperformed the benchmark S&P 500 in the 12 months following their split announcement.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Initial Public Offering
3 New Ways to Profit From the $300 Billion Stablecoin Boom
↗
May 19, 2026
As the stablecoin industry grows, the potential opportunities for crypto investors continue to expand.
Via
The Motley Fool
Topics
Credit Cards
Solana Just Had Its First $1 Trillion Quarter. What Comes Next?
↗
May 19, 2026
Solana's economic activity is soaring. Its price is another story.
Via
The Motley Fool
Micron CEO Sanjay Mehrotra Once Recalled How His Father Cornered A US Embassy Worker After 3 Visa Rejections To Get Him Into Berkeley: 'My Dad Said…'
↗
May 18, 2026
Micron CEO credits his father's persistence through three visa rejections for helping shape his Berkeley path and Silicon Valley career.
Via
Benzinga
Visa and Jason Sudeikis Turn the Simplest Goal in Football Into the Biggest Fan Moments at the FIFA World Cup 2026™
May 18, 2026
From
Visa Inc.
Via
Business Wire
Berkshire Hathaway's Greg Abel Thinks Alphabet Is a Better Magnificent Seven Stock Than Amazon. Here's Why He's Right.
↗
May 18, 2026
Berkshire Hathaway's new CEO made big moves in the first quarter.
Via
The Motley Fool
Topics
Artificial Intelligence
Retirement
AustraliaMigrate's 2026-27 Partner Visa Outlook: Preparation Will Define Outcomes
May 18, 2026
CHATSWOOD, NSW - May 18, 2026 - PRESSADVANTAGE - AustraliaMigrate, the Chatswood-based MARA-registered migration agency founded in 2000 by Ian Singer, has released its 2026-27 outlook for the...
Via
Press Advantage
Three Converging Pressures Will Reshape Australia's Employer-Sponsored Visa Program in 2026-27, AustraliaMigrate Forecasts
May 18, 2026
CHATSWOOD, NSW - May 18, 2026 - PRESSADVANTAGE - AustraliaMigrate, the Chatswood-based MARA-registered migration agency founded in 2000 by Director and Principal Registered Migration Agent Ian Singer...
Via
Press Advantage
If You Invested $100 In Visa Stock 10 Years Ago, You Would Have This Much Today
↗
May 18, 2026
Via
Benzinga
Consumer-Driven Stocks Boost Buybacks, Including Visa's $20B Plan
↗
May 18, 2026
Visa leads a list of consumer-driven stocks making big buyback announcements. After undertaking record buybacks in Q1, the firm just added $20B in capacity.
Via
MarketBeat
Willing and Abel: Berkshire's New CEO Makes Huge Portfolio Changes in Q1
↗
May 18, 2026
Berkshire Hathaway has a new top dog. Its appears that Greg Abel is barking loudly, upending much of the company's huge investment portfolio.
Via
MarketBeat
Topics
Artificial Intelligence
Warren Buffett's Successor, Greg Abel, Just Sold 16 Stocks, but Piled Into an AI Titan That's Now a Top-5 Position for Berkshire Hathaway
↗
May 18, 2026
We're witnessing the dawn of a new era at Berkshire Hathaway, with tech stocks firmly on the menu.
Via
The Motley Fool
Topics
Artificial Intelligence
One Lane Closed. The Whole Rate Picture Changed
↗
May 18, 2026
Via
Chartmill
1 Cash-Producing Stock with Exciting Potential and 2 That Underwhelm
May 18, 2026
Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it eff...
Via
StockStory
SpaceX Accelerates Its IPO Timeline: 10 Things You Need to Know
↗
May 17, 2026
SpaceX is fine-tuning the details of Wall Street's largest-ever initial public offering (IPO), including its ticker symbol, the exchange on which it'll trade, a pre-IPO stock split, and its targeted...
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
Stocks
5 Things You Must Know Before Retiring Abroad
↗
May 17, 2026
The last time this many Americans left the U.S. was during the Great Depression. If you're thinking about joining their ranks, here are five things you need to learn more about.
Via
The Motley Fool
Topics
Retirement
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