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What We Buy Currently
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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
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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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Visa Accelerates Stablecoin Momentum: Adding Five Blockchains for Settlement
April 29, 2026
From
Visa Inc.
Via
Business Wire
Visa Announces Global Expansion of Agentic Ready Program
April 29, 2026
From
Visa Inc.
Via
Business Wire
Visa Moves Billions, Makes Billions — And Raises Outlook
↗
April 29, 2026
Visa stock climbs on strong Q1 results. Discover key insights on revenue growth, record buybacks, and raised full-year guidance.
Via
Benzinga
SpaceX IPO: Potentially Millions of Retail Investors Will Make This Costly Mistake -- Don't Be One of Them
↗
April 29, 2026
The buzz around Wall Street's largest-ever initial public offering (IPO) may entice everyday investors into a poor decision.
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
Visa (NYSE:V) Crushes Q2 Estimates as Consumer Spending Holds Firm
↗
April 28, 2026
Via
Chartmill
Start Your Global Education Journey with Professional Visa Support
↗
April 28, 2026
Via
Talk Markets
Student Visa London: Your Complete Guide to Studying in the UK
↗
April 27, 2026
Via
Talk Markets
V Q1 Deep Dive: Value-Added Services, AI, and Stablecoin Initiatives Fuel Growth
April 29, 2026
Global payments technology company Visa (NYSE:V) reported Q1 CY2026 results beating Wall Street’s revenue expectations, with sales up 17.1% year on year to $...
Via
StockStory
Topics
Artificial Intelligence
OpenAI's $600 Billion Question Spoils the Party But Wednesday Is What Really Matters
↗
April 29, 2026
Via
Chartmill
Mastercard (MA) To Report Earnings Tomorrow: Here Is What To Expect
April 28, 2026
Global payments technology company Mastercard (NYSE:MA) will be announcing earnings results this Thursday before market hours. Here’s what to expect. Masterc...
Via
StockStory
Topics
Artificial Intelligence
Credit Cards
eb3.work Highlights EB-3 Visa Program as Strategic Solution to Address Critical U.S. Workforce Shortages
April 28, 2026
Via
AB Newswire
Visa Q2 2026 Earnings Call Transcript
↗
April 28, 2026
Via
Benzinga
Topics
Earnings
Visa Earnings Impress as the Company Grows Its Net Revenue At Its Highest Rate Since 2022
↗
April 28, 2026
Visa just crushed Wall Street's quarterly targets, and the company is buying back more stock.
Via
The Motley Fool
Topics
Earnings
Top gainers and losers in the S&P500 index during Tuesday's after-hours session.
↗
April 28, 2026
Via
Chartmill
Visa (NYSE:V) Reports Bullish Q1 CY2026, Stock Soars
April 28, 2026
Global payments technology company Visa (NYSE:V) reported Q1 CY2026 results beating Wall Street’s revenue expectations, with sales up 17.1% year on year to $...
Via
StockStory
Visa Fiscal Second Quarter 2026 Financial Results
April 28, 2026
From
Visa Inc.
Via
Business Wire
Siam Legal International Outlines LTR Visa Thailand Framework for American Expats
April 28, 2026
Bangkok, Thailand - April 28, 2026 - PRESSADVANTAGE - Siam Legal International, a Thailand-based law firm advising on legal, immigration, and regulatory matters, is providing guidance to US citizens...
Via
Press Advantage
Topics
Immigration
E-2 Visa Application Assistance: Foreign Investor Legal Advisory Expanded
April 28, 2026
Via
Press Release Distribution Service
Topics
Immigration
Best Areas to Buy Property in Dubai in 2026 for First-Time Investors
April 28, 2026
Via
GlobePRwire
Bitcoin vs. Solana: Which Crypto Is the Better Buy Right Now?
↗
April 27, 2026
Both of these top cryptocurrencies could soar higher over the next few years.
Via
The Motley Fool
Topics
Economy
Better Buy Right Now: American Express vs. Bank of America
↗
April 27, 2026
These are two of Warren Buffett's favorite stocks.
Via
The Motley Fool
Topics
Credit Cards
The Financial Stock That Keeps Growing Its Revenue No Matter What
↗
April 27, 2026
Combine a powerful secular trend with a wide moat, and it's no wonder this business has been so successful.
Via
The Motley Fool
Topics
Economy
World Trade
Visa (V) Q1 Earnings Report Preview: What To Look For
April 26, 2026
Global payments technology company Visa (NYSE:V) will be reporting results this Tuesday after market hours. Here’s what to look for. Visa beat analysts’ reve...
Via
StockStory
Topics
Credit Cards
History Has a $1 Trillion Warning for SpaceX and Its Prospective Shareholders
↗
April 26, 2026
Popularity doesn't necessarily translate to profits on Wall Street.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Initial Public Offering
Trump's Million-Dollar Gold Card Visa Has Just One Taker So Far
↗
April 25, 2026
President Trump's gold card visa initiative has produced just one approved applicant, even though the White House has pitched the pay-to-reside plan as a major revenue and investment draw.
Via
Benzinga
Topics
Government
Forget Shiba Inu: This Safer Cryptocurrency Will Help You Sleep At Night
↗
April 25, 2026
Ethereum could be at the forefront of major changes to the financial industry's infrastructure.
Via
The Motley Fool
North Point Sells Out of $7.5 Million Gentex Position in Q1
↗
April 24, 2026
This automotive technology firm supplies electrochromic glass and digital vision systems to global vehicle and building manufacturers.
Via
The Motley Fool
Topics
Regulatory Compliance
Supply Chain
Nassau County Immigration Attorney Rajat Shankar Explains How Labor Trafficking Victims in New York Can Pursue T Visa Protection
April 24, 2026
Via
GetFeatured
Topics
Fraud
Immigration
Visa and Mastercard: Still the Widest Moats in Financial Services?
↗
April 24, 2026
Investors shouldn't ignore the dominant positions that these two businesses have built.
Via
The Motley Fool
Topics
Credit Cards
Economy
Portugal Golden Visa Scheme 2026: Key Policy Changes for Global Investors
↗
April 24, 2026
Via
Talk Markets
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