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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
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Visa
(NY:
V
)
357.56
+3.76 (+1.06%)
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Updated: 7:00 PM EST, Jan 6, 2026
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The Flight King Expands Services, Offering Luxury Travel Concierge for Every Client
December 18, 2025
Leading provider of discounted business- and first-class airfare and private jet charters, to provide full-service travel concierge support to all clients at no additional cost.
Via
PRUnderground
GOLDX Announces Its Gold-Backed Digital Token and Multi-Utility Ecosystem, Opens Seed Sale, and Confirms USD 3.9 Million Investment from NAS Investment
December 18, 2025
Via
Binary News Network
The Great Inflation Thaw: Markets Hit Records as CPI Data Ignites Year-End Rally
December 18, 2025
Wall Street surged to historic heights this week as the release of long-awaited inflation data provided a definitive "cool-down" signal that investors had been craving. On December 18, 2025, the...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Visa and Partners Complete Secure AI Transactions, Setting the Stage for Mainstream Adoption in 2026
December 18, 2025
From
Visa Inc.
Via
Business Wire
Stablecoin Monthly Volumes Now Outpace Visa, PayPal As Supply Crosses $300 Billion This Year: Report
↗
December 18, 2025
Total stablecoin supply has grown more than 33% this year to approximately $304 billion, according to Delphi Digital.
Via
Stocktwits
Topics
Government
Las Abogadas RVA Steps Into Athlete Immigration With Dedicated Sports Visa Services
December 18, 2025
December 18, 2025 -- The Richmond-based immigration law firm expands athlete-focused services amid the continued growth of professional sports in Richmond and across Virginia.
Via
24-7 Press Release
Topics
Immigration
Trump's $100,000 H1B Visa Fee Sparks Shareholder Revolt As Amazon, Google Pressed On Long-Term Impact Of ICE Activity
↗
December 18, 2025
A union-backed investment group is pressuring Amazon.com Inc. (NASDAQ: AMZN), Alphabet Inc. (NASDAQ: GOOG) and Walmart Inc. (NASDAQ: WMT) to disclose how new immigration policies under President Donald...
Via
Benzinga
Topics
Government
Immigration
As Visa Rolls Out Stablecoin Settlement, Should You Buy, Sell, or Hold the Blue-Chip Stock?
December 17, 2025
Visa is a blue-chip fintech giant that continues to grow steadily as it aims to gain traction in the disruptive cryptocurrency segment.
Via
Barchart.com
Topics
Credit Cards
Akamai, Visa Join Forces To Tame Rogue AI Shoppers
↗
December 17, 2025
AKAM and Visa have partnered to enhance security for agentic commerce by integrating Trusted Agent Protocol and behavioral intelligence.
Via
Benzinga
Topics
Artificial Intelligence
Akamai and Visa Collaborate to Build Trust in Agentic Commerce
December 17, 2025
From
Visa Inc.
Via
Business Wire
Why Circle Stock Jumped Today
↗
December 16, 2025
A digital payments giant is embracing stablecoins.
Via
The Motley Fool
3 Top Buffett Stocks to Buy and Hold for the Long Haul
↗
December 16, 2025
Buffett has held these stocks for a long time; perhaps you should, too.
Via
The Motley Fool
Topics
Credit Cards
Product Recall
Retirement
3 Unstoppable Vanguard ETFs to Buy Even if There's a Stock Market Sell-Off in 2026
↗
December 16, 2025
These three growth stock-heavy ETFs offer a contrarian way to invest in a potential stock market sell-off.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Economy
Global Investment Migration in 2026 and Portugal’s Position in a Volatile Market
December 16, 2025
Via
AB Newswire
Topics
Economy
Why Is Circle (CRCL) Stock On The Rise Today?
↗
December 16, 2025
Circle shares are rising Tuesday after Visa announced it would allow U.S. institutions to settle transactions using Circle's USDC stablecoin.
Via
Benzinga
Visa Takes Another Major Step In Stablecoin Payments Strategy
↗
December 16, 2025
Visa launches USDC settlement in the U.S., allowing issuer and acquirer partners to settle using Circle's stablecoin with faster, seven-day blockchain-based fund transfers.
Via
Benzinga
Visa Pushes Deeper Into Blockchain With US Stablecoin Settlement Launch
↗
December 16, 2025
The move brings blockchain-based settlement directly into Visa’s domestic network for the first time.
Via
Stocktwits
Topics
Government
Visa Launches Stablecoin Settlement in the United States, Marking a Breakthrough for Stablecoin Integration
December 16, 2025
From
Visa Inc.
Via
Business Wire
Coinbase CEO Remains Bullish On Stablecoins Despite Growth Slowing Down
↗
December 16, 2025
Data shows while the supply and institutional demand for stablecoin are on the rise, the pace of growth has slowed.
Via
Stocktwits
Should You Buy the Vanguard S&P 500 ETF With the Stock Market at An All-Time High? History Offers a Clear Answer.
↗
December 16, 2025
The stock market might be set for another positive year in 2026 thanks to megatrends like artificial intelligence (AI).
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Economy
Global Immigration Partners PLLC Announces Advisory Services for the Newly Launched U.S. Gold Card Residency Program
December 15, 2025
Via
Press Release Distribution Service
Topics
Immigration
Why Jaabz Is the Best Website for Visa Sponsorship Jobs
December 15, 2025
Via
AB Newswire
Here's How Much You Would Have Made Owning Visa Stock In The Last 15 Years
↗
December 15, 2025
Via
Benzinga
Stablecoin Institutional Adoption Hits New Milestone As Visa Targets $310B Market
↗
December 15, 2025
Visa Inc.
Via
Benzinga
Market Whales and Their Recent Bets on Visa Options
↗
December 15, 2025
Via
Benzinga
Navigating 2026: Why Long-Term Investors Are Eyeing Tech and Payment Giants
December 15, 2025
As 2025 draws to a close, a palpable sense of cautious optimism permeates financial markets, with investors already setting their sights on 2026. This forward-looking stance is driven by anticipated...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Visa To Advise Banks On Stablecoin Strategy, Implementation
↗
December 15, 2025
Visa launches a stablecoin advisory unit, signaling banks are moving from testing stablecoins to real-world deployment.
Via
Benzinga
Visa Wants To Be Your Stablecoin Guide As Crypto Dollars Go Mainstream
↗
December 15, 2025
Visa Inc. announced launch of its Stablecoins Advisory Practice, offering insights and guidance for businesses.
Via
Benzinga
Visa Unveils New Global Stablecoins Advisory Practice
December 15, 2025
From
Visa Inc.
Via
Business Wire
Todd Combs, Key Investment Manager, Just Left Berkshire Hathaway for JPMorgan Chase. Does the Shakeup Bode Well For the Stock?
↗
December 15, 2025
Combs was the CEO of GEICO Insurance and also helped manage 10% of Berkshire's enormous equities portfolio.
Via
The Motley Fool
Topics
Retirement
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