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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
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Visa
(NY:
V
)
362.50
-7.97 (-2.15%)
Official Closing Price
Updated: 7:00 PM EDT, Aug 7, 2026
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All News about Visa
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Villere St Denis Dumps 134,000 Tidewater (TDW) Shares Worth $9.3 Million
↗
May 02, 2026
Specializing in offshore marine support, Tidewater serves global energy clients across oil, gas, and windfarm projects.
Via
The Motley Fool
Topics
Energy
Regulatory Compliance
Visa Soars Post-Earnings; Outlook Positive Despite AI Risks
↗
May 02, 2026
Via
MarketBeat
Topics
Artificial Intelligence
Stablecoin Transactions Will Soon Overtake Visa and Mastercard. Here's How to Invest.
↗
May 02, 2026
A prominent crypto research firm says stablecoin transaction volumes could reach $1.5 quadrillion in the next decade.
Via
The Motley Fool
Topics
Credit Cards
Four Titans Report, Oil Hits $120, and Powell Draws a Line in the Sand
↗
April 30, 2026
Via
Chartmill
Why Visa Shares Are Surging On Wednesday?
↗
April 29, 2026
Visa extends Agentic Ready program to Asia Pacific and Latin America, targeting AI-driven commerce growth.
Via
Benzinga
Payout Speed Is a Product Signal in Online Casinos
May 01, 2026
Payout speed is usually treated like a headline claim, but it tells readers something more useful than that. It shows how a platform thinks about the full payment journey, from method selection to...
Via
PulseBulletin.com
UK Visa Consultants in Ludhiana: Navigating Your Route to the UK with Confidence
↗
May 01, 2026
Via
Talk Markets
A $20 Billion Reason to Buy Dividend-Paying Visa Stock Now
April 30, 2026
Visa has released its second-quarter results while announcing a massive $20 billion share repurchase program.
Via
Barchart.com
Topics
Artificial Intelligence
Credit Cards
Economy
The Stocks I’d Most Want to Own If I Had $10,000 to Invest Today
↗
April 30, 2026
Got $10,000 to deploy into the stock market today? Here's a diversified portfolio I would have no problem owning in 2026.
Via
The Motley Fool
Topics
Artificial Intelligence
Siam Legal International Explains Thailand Elite Visa Affixation Process for Approved Members
April 30, 2026
Bangkok, Thailand - April 30, 2026 - PRESSADVANTAGE - Siam Legal International, a Thailand-based law firm advising on legal, immigration, and regulatory matters, is providing guidance to newly approved...
Via
Press Advantage
Topics
Immigration
Young Naturopathic Center for Wellness Earns LegitScript Certification for Peptide, GLP-1 Safety
April 30, 2026
Via
Press Release Distribution Service
Be Warned: A Historical Triple Whammy Awaits the SpaceX IPO
↗
April 30, 2026
History tends to rhyme on Wall Street -- and that's terrible news for prospective SpaceX investors.
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
Stocks
2026 Market Cap Madness Championship: Loren v. Emily
↗
April 29, 2026
It’s time to crown a winner: defending champion Emily Flippen faces off against Cinderella challenger Loren Horst in the Market Cap Madness World Championship.
Via
The Motley Fool
Why Visa Stock Popped Today
↗
April 29, 2026
The U.S consumer is more resilient than many investors thought.
Via
The Motley Fool
Topics
Artificial Intelligence
Mastercard (MA) Stock Is Up, What You Need To Know
April 29, 2026
What Happened? Shares of global payments technology company Mastercard (NYSE:MA) jumped 4.3% in the afternoon session after its main competitor, Visa, report...
Via
StockStory
Topics
Artificial Intelligence
Credit Cards
Government
Exploring the top movers within the S&P500 index during today's session.
↗
April 29, 2026
Via
Chartmill
Waters Parkerson Bets $3 Million on a CBIZ Rebound
↗
April 29, 2026
CBIZ delivers professional services spanning accounting, advisory, and insurance for businesses and individuals across North America.
Via
The Motley Fool
Topics
Regulatory Compliance
Mastercard May Ride Visa's Momentum Into Earnings, Analyst Says
↗
April 29, 2026
Analyzing Mastercard (MA) stock: Why JP Morgan maintains an Overweight rating and $507.62 price target following Visa's Q2 earnings beat.
Via
Benzinga
Visa (V) Stock Trades Up, Here Is Why
April 29, 2026
What Happened? Shares of global payments technology company Visa (NYSE:V) jumped 8.7% in the afternoon session after the company reported strong first-quarte...
Via
StockStory
Topics
Artificial Intelligence
Credit Cards
Government
These S&P500 stocks have an unusual volume in today's session
↗
April 29, 2026
Via
Chartmill
Visa Boasts Biggest Revenue Beat In Four Years, Highest Share Buyback In Its History
↗
April 29, 2026
Visa reports upbeat Q1 results, with strong volume growth and higher revenues. Goldman Sachs raises PT, JPMorgan names Visa as top pick.
Via
Benzinga
Which S&P500 stocks are moving on Wednesday?
↗
April 29, 2026
Via
Chartmill
Visa Stock Soars Because AI Agents Will Pay With Cards
↗
April 29, 2026
The Dow payment giant's Q2 revenue growth was the best since 2022.
Via
Investor's Business Daily
Topics
Artificial Intelligence
Stocks
Here's How Much $1000 Invested In Visa 10 Years Ago Would Be Worth Today
↗
April 29, 2026
Via
Benzinga
Wednesday's session: gap up and gap down stock in the S&P500 index
↗
April 29, 2026
Via
Chartmill
Visa (V) Q2 2026 Earnings Call Transcript
↗
April 29, 2026
Visa (V) Q2 2026 Earnings Call Transcript
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Nassau County Immigration Attorney Rajat Shankar Outlines the Five Eligibility Requirements for a T Visa in New York
April 29, 2026
Via
GetFeatured
Topics
Fraud
Immigration
General Dynamics, Visa, NXP Semiconductors, Penske Automotive And Other Big Stocks Moving Higher On Wednesday
↗
April 29, 2026
U.S. stocks lower, Dow Jones down 200 points. General Dynamics shares rise after better-than-expected Q1 results. Other big gainers include KALV, SIMO, NXPI, BE, PRG, PRCH, EXTR, STX, COCO, EAT.
Via
Benzinga
Topics
Stocks
These S&P500 stocks that are showing activity before the opening bell on Wednesday.
↗
April 29, 2026
Via
Chartmill
Shift4’s Explosive Growth Comes With High-Stakes Risk
↗
April 29, 2026
Via
MarketBeat
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