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home
about us
Investment Approach
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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
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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
)
303.76
-0.68 (-0.22%)
Official Closing Price
Updated: 7:00 PM EDT, Mar 24, 2026
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E2 Visa Team Highlights EB-1A Extraordinary Ability and EB-2 National Interest Waiver Green Card Pathways for Highly Skilled Global Professionals
March 12, 2026
Via
AB Newswire
Topics
Immigration
Nassau County Immigration Attorney Rajat Shankar Guides Crime Victims Through the U Visa Application Process in New York
March 12, 2026
Via
AB Newswire
Topics
Fraud
Immigration
The Best Stocks to Invest $1,000 in Right Now
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March 12, 2026
Two AI infrastructure leaders can prove to be smart buys now.
Via
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Fintech Stock Up 52% as Investor Trims $5 Million From This Brazilian Payments Leader
↗
March 12, 2026
StoneCo Ltd. delivers financial technology and payment solutions to over 4.8 million clients across Brazil’s fast-growing commerce sector.
Via
The Motley Fool
Topics
Regulatory Compliance
Abu Dhabi Tourist Visa Guide & Abu Dhabi Morning Desert Safari Experience
↗
March 11, 2026
Via
Talk Markets
Dubai Entry Visa – Simple Online Process for Fast Tourist Approvals
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March 09, 2026
Via
Talk Markets
One Fund Just Sold $8 Million From This Dividend-Paying Internet Stock. Here's What Investors Should Know
↗
March 12, 2026
Cogent Communications delivers high-capacity internet and private networking services to global enterprise and service provider clients.
Via
The Motley Fool
Could Buying Visa Stock Today Set You Up for Life?
↗
March 12, 2026
The company's business is built to last.
Via
The Motley Fool
Topics
Credit Cards
Initial Public Offering
Affirm Stock Sees Retail Skepticism Even As BoFA Reinstates ‘Buy,’ Calls It ‘Best In Class’ Value In Payments
↗
March 12, 2026
The broader AI narrative and regulatory concerns have weighed on sentiment, creating “attractive entry points among the highest-quality names,” says Bank of America.
Via
Stocktwits
Topics
Artificial Intelligence
Workforce
Samshika Visa Consultancy
↗
March 06, 2026
Via
Talk Markets
UK Student Visa Guide for Nigerian Students: Requirements, Application Process, and Tips
↗
March 12, 2026
Via
Talk Markets
Here's How Capital One Financial Beats The Market From Here
↗
March 11, 2026
Capital One Financial recently bought Discover, which materially changes how the company competes in the credit card market.
Via
The Motley Fool
Topics
Credit Cards
Economy
3 Brilliant Growth Stocks to Buy Now and Hold for the Long Term
↗
March 11, 2026
Here are three stocks across a range of risk levels with attractive growth histories and prospects.
Via
The Motley Fool
Topics
Electric Vehicles
Capital One (COF) Earnings Reflect Discovery Acquisition Success
March 11, 2026
MCLEAN, VA — Capital One Financial Corp (NYSE:COF) has signaled a definitive victory in its ambitious pursuit of Discover Financial Services, reporting strong operating results that validate the...
Via
MarketMinute
Topics
Credit Cards
Economy
The Smartest Growth Stock to Buy With $1,000 Right Now
↗
March 11, 2026
Visa has dropped about 15% from its recent highs, pushing the stock's P/E below its five-year average.
Via
The Motley Fool
Topics
Economy
How to Register a Foreign Marriage in Mexico in 2026 | DNEXPRESS
March 11, 2026
Via
AB Newswire
Topics
Immigration
Dow Jones Stages Historic 1,125-Point Volatility Reversal to Reclaim 47,740 Threshold
March 10, 2026
In a trading session defined by whiplash-inducing volatility, the Dow Jones Industrial Average (DJIA) successfully navigated a massive 1,125-point intraday swing on March 10, 2026, to close at...
Via
MarketMinute
Topics
Economy
Government
Stocks
Arch Capital Group Stock: Is ACGL Outperforming the Financial Service Sector?
March 10, 2026
While Arch Capital Group has outperformed relative to the financial service sector, Wall Street analysts maintain a cautiously optimistic outlook on its prospects.
Via
Barchart.com
Topics
ETFs
Here's How Much You Would Have Made Owning Visa Stock In The Last 15 Years
↗
March 09, 2026
Via
Benzinga
The Best Fintech Stocks to Buy With $500 Right Now
↗
March 09, 2026
Affirm and Chime Financial have plenty of room to grow.
Via
The Motley Fool
Topics
Credit Cards
2 Warren Buffett Stocks To Buy Hand Over Fist and 1 To Avoid
↗
March 09, 2026
Apple and American Express are better long-term buys than Kraft Heinz.
Via
The Motley Fool
Should You Forget PayPal (PYPL) and Buy American Express (AXP) Instead?
↗
March 07, 2026
The blue chip financial giant has a brighter future than the digital payments leader.
Via
The Motley Fool
How a Former EMT Just Sank a Bunch of Stocks on AI Fears
↗
March 07, 2026
A disguised bear report went viral and surprisingly sank stocks in a jittery market.
Via
The Motley Fool
Topics
Artificial Intelligence
The $24 Billion Debt Surge: US Consumer Credit Hits Record Highs as Inventory Cycles Signal Sticky Inflation
March 06, 2026
The latest economic data for early 2026 has sent a jolt through Wall Street, revealing a staggering $24.05 billion surge in U.S. consumer credit. This figure, dominated by a sharp rise in credit card...
Via
MarketMinute
Topics
Credit Cards
Economy
Energy
Macy’s Rebounds: A Deep-Dive into the ‘Bold New Chapter’ and the March 2026 Stock Rally
March 06, 2026
On March 6, 2026, Macy’s Inc. (NYSE: M) once again became the talk of Wall Street, as its shares surged 5% following a fiscal fourth-quarter earnings report that handily beat analyst expectations. For...
Via
Finterra
Topics
Credit Cards
Economy
Supply Chain
These 3 Cash Flow Machines Provide Stability in Uncertain Markets
↗
March 06, 2026
Via
MarketBeat
1 Under-the-Radar Stock That Could Rival Remitly Global
↗
March 06, 2026
Credit card giant Capital One should start reaping the benefits from its acquisition of Discover.
Via
The Motley Fool
Topics
Credit Cards
Global Immigration Partners PLLC Explains How Indian Executives Can Transition from L1A Visa to U.S. Green Card
March 05, 2026
Via
Press Release Distribution Service
Topics
Immigration
U.S. Congress Codifies Digital Dollar Standards: The Dawn of the "Digital Glass-Steagall" Era
March 05, 2026
In a historic move that effectively ends a half-decade of regulatory ambiguity, the U.S. Congress has finalized a landmark legislative package designed to bring the $160 billion stablecoin market under...
Via
MarketMinute
Topics
Bonds
Credit Cards
Economy
Is Visa Stock Going to $1,000?
↗
March 05, 2026
This company has been a dominant force in the global payments landscape for a long time.
Via
The Motley Fool
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