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home
about us
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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
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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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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MasterCard
(NY:
MA
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Updated: 7:00 PM EDT, Aug 7, 2026
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Premium Moats and Policy Shocks: An In-Depth Research Feature on American Express (AXP) in 2026
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January 13, 2026
JPM stock closed down 1.4% on Monday after Trump said he was considering a credit card interest rate cap following a surge in these rates over the past several years.
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The 10% Ceiling: Trump’s Rate Cap Proposal Sends Shockwaves Through Wall Street
January 12, 2026
The financial sector is reeling this week as a new and aggressive regulatory threat takes center stage: a proposed 10% national cap on credit card interest rates. On January 9, 2026, President Donald...
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Constitutional Crisis at the Fed: DOJ Opens Criminal Probe Into Chair Jerome Powell, Sending Markets Into a Tailspin
January 12, 2026
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Why American Express (AXP) Shares Are Falling Today
January 12, 2026
Shares of global payments company American Express (NYSE:AXP) fell 4.1% in the afternoon session after President Donald Trump announced a call for a 10% cap on credit card interest rates.
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Why Analysts See SoFi, Affirm Benefiting From A Credit Card Rate Cap
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January 12, 2026
On Friday, Trump said he is weighing a one-year 10% cap on credit card interest rates, calling current rates of 20% to 30% unreasonably high.
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The 10% Ceiling: Trump’s Credit Card Interest Cap Proposal Shakes Wall Street
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These S&P500 stocks are moving in today's pre-market session
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January 12, 2026
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The Best Warren Buffett Stocks to Buy With $2,500 Right Now
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January 09, 2026
These Warren Buffett-approved stocks can provide a strong foundation for investors looking to build wealth through the stock market.
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Warren Buffett Loved American Express Stock. With the Oracle of Omaha Now in Retirement, How Should You Play AXP in 2026?
January 08, 2026
American Express stock has some key advantages over its peers, but is it enough?
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$1000 Invested In Mastercard 15 Years Ago Would Be Worth This Much Today
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January 08, 2026
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1 Cash-Producing Stock to Own for Decades and 2 We Avoid
January 06, 2026
A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.
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3 Top Buffett Stocks to Buy and Hold for the Long Haul
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January 06, 2026
Coca-Cola, American Express, and Moody's are all evergreen stocks.
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Visa vs. Mastercard: Which Is the Better Growth Stock for 2026?
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January 06, 2026
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Canal Capital Management adds Akre Focus ETF
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January 06, 2026
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January 06, 2026
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January 06, 2026
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January 04, 2026
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These will be some of the last names you know are fully Buffett-approved.
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Forget 2025: These 3 Growth Stocks Could Soar in 2026
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January 02, 2026
These three fundamentally sound growth stocks are great buys even with the stock market hovering around all-time highs.
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