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What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
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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
)
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-7.97 (-2.15%)
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Updated: 7:00 PM EDT, Aug 7, 2026
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1 Quick Calculation That Will Make You Think Twice About Buying or Holding XRP
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May 17, 2026
There's a hole at the center of the investment thesis that many people have been using to justify buying XRP.
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May 12, 2026
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May 16, 2026
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Alfreton Capital Sees Opportunity in CCC, Buys 1.98M Shares
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Warren Buffett's Successor, Greg Abel, Dumped Amazon and Domino's, and More Than Tripled Berkshire's Stake in a Virtual Monopoly in a Massive Portfolio Overhaul
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May 15, 2026
This isn't your grandparents' Berkshire Hathaway anymore!
Via
The Motley Fool
Topics
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Buffett Steps Aside: Abel's First Berkshire 13F Buys Delta Air Lines, Exits Visa And Mastercard
↗
May 15, 2026
Berkshire Hathaway (NYSE:BRK-A)(NYSE:BRK-B) is no longer run by Warren Buffett, with Greg Abel as CEO. New positions in Delta, Macy's, Alphabet C. Exits include Visa, Mastercard, UnitedHealth,...
Via
Benzinga
Siam Legal International Reports Rising Delays and Heightened Scrutiny in US Marriage Visa Cases for Thai-American Couples
May 15, 2026
Bangkok, Thailand - May 15, 2026 - PRESSADVANTAGE - Siam Legal International, a full-service law firm with more than 22 years of experience assisting foreign nationals in Thailand, reports that...
Via
Press Advantage
Topics
Immigration
US Immigration Pathways: Work Visa & Green Card Consultation Services Announced
May 15, 2026
Via
Press Release Distribution Service
Topics
Immigration
Trump Pushes For 'Blackballed' Visa's Access To China's Credit Card Market: 'Maybe That Will Come Off…'
↗
May 15, 2026
Trump urged China to expand market access for Visa and U.S. card firms during talks with Xi Jinping amid trade talks.
Via
Benzinga
Topics
Credit Cards
Government
Credit Card Charges Show This Glaring Divergence With The Economy
↗
May 14, 2026
The largest credit card companies including Visa saw Q1 spending rise 7%.
Via
Investor's Business Daily
Topics
Credit Cards
Economy
Energy
US Immigration Pathways: Legal Visa Options Guidance For Applicants Announced
May 14, 2026
Via
Press Release Distribution Service
Topics
Immigration
US Immigration Pathways & Visa Consultation Service For Applicants Launched
May 14, 2026
Via
Press Release Distribution Service
Topics
Immigration
US Immigration Pathways For Professionals: Work Visa Consultation Announced
May 14, 2026
Via
Press Release Distribution Service
Topics
Immigration
Veritickets pioneers international live event ticketing on Tmall Global ahead of 618 shopping festival
May 14, 2026
SINGAPORE - Media OutReach Newswire - 14 May 2026 - Veritickets, a global event ticketing platform, has become the first brand to sell overseas...
Via
MediaOutReach
Topics
Credit Cards
Immigration Legal Services in New York: Temporary Visa and T Visa Assistance
↗
May 14, 2026
Via
Talk Markets
Topics
Immigration
Here's What Happened After the 5 Biggest IPOs in Stock Market History
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May 13, 2026
SpaceX is gearing up for what could be the largest IPO ever. What does history have to teach us?
Via
The Motley Fool
Topics
Initial Public Offering
Why One Brazil Fund Opened an $11 Million Position in MercadoLibre Despite a Steep One-Year Stock Drop
↗
May 13, 2026
MercadoLibre delivers e-commerce and fintech solutions across Latin America, generating over $31 billion in annual revenue.
Via
The Motley Fool
Topics
Regulatory Compliance
Siam Legal International Reports Surging Demand for Thailand Privilege Visa as Global Executives Shift to Structured Long-Term Residency
May 13, 2026
Bangkok, Thailand - May 13, 2026 - PRESSADVANTAGE - Siam Legal International, a three-time consecutive recipient of Thailand Privilege Card Co., Ltd. GSSA Awards and an authorized General Sales and...
Via
Press Advantage
Topics
Immigration
ImmiAssist Internal Audit Identifies Application Errors as Leading Cause of Visa Rejections
May 13, 2026
Via
Press Release Distribution Service
Topics
Immigration
1 Stock I'm Consistently Loading Up On, No Questions Asked
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May 12, 2026
It's a blue-chip stock worth holding for the long haul.
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The Motley Fool
Topics
Earnings
Economy
Fraud
Colavecchio & Colavecchio Law Expands Immigration Services for U.S. Visa Applications Amid Policy Changes
May 12, 2026
May 12, 2026 - PRESSADVANTAGE - Colavecchio & Colavecchio Law, a Nashville-based immigration law firm, has expanded its comprehensive immigration services to address increasing demand for legal...
Via
Press Advantage
Topics
Immigration
The 3 Best S&P 500 Stocks to Buy Now
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May 12, 2026
These growth stocks are benefiting from major tailwinds across cloud computing, digital payments, and healthcare.
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Topics
Artificial Intelligence
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SpaceX Just Hit an All-Time High in Private-Market Trading -- but History Stands Ready to Inject a Dose of Reality
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May 12, 2026
Although SpaceX IPO buzz is off the charts, history suggests an unpleasant surprise awaits retail investors.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Initial Public Offering
ROSHI Research: 788,000 Americans Now Living in Southeast Asia, Up 61% Since 2019 Projected to Exceed 1 Million by 2027
May 12, 2026
May 12, 2026 -- Singapore based study finds Vietnam has overtaken the Philippines as the #2 destination with 178,000 US residents and 22% YoY growth while a $4.2 billion annual cross border financial...
Via
24-7 Press Release
Topics
Credit Cards
Bread Financial (NYSE:BFH): Strongest Q1 Results from the Credit Card Group
May 11, 2026
As the Q1 earnings season wraps, let’s dig into this quarter’s best and worst performers in the credit card industry, including Bread Financial (NYSE:BFH) an...
Via
StockStory
Topics
Credit Cards
Circle (CRCL) Q1 2026 Earnings Transcript
↗
May 11, 2026
Circle (CRCL) Q1 2026 Earnings Transcript
Via
The Motley Fool
Visa vs. Mastercard: Better Payments Stock?
↗
May 11, 2026
Both have a dominant position that makes them worth owning.
Via
The Motley Fool
Topics
Fraud
Visa Announces Expiration and Results of Exchange Offer for Class B-1 and Class B-2 Common Stock
May 11, 2026
From
Visa Inc.
Via
Business Wire
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