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Preferred Custodian Settlement
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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
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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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How Golden Visa Consultation Creates Personalized Residency Pathways for HNWIs
↗
April 24, 2026
Via
Talk Markets
Did Warren Buffett's Successor Just Dump $15 Billion of Berkshire's Portfolio? Here's 1 Big Reason to Explain Such a Huge Move.
↗
April 24, 2026
The Wall Street Journal recently cited anonymous sources suggesting that Berkshire may have sold billions of dollars of stocks in its huge portfolio.
Via
The Motley Fool
The Financial Stock With the Widest Competitive Moat in Its Industry
↗
April 24, 2026
This stock is part of a duopoly in its industry.
Via
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Topics
Credit Cards
Jordan Citizens Planning Dubai Trip? Visa Guide You Need Today
↗
April 21, 2026
Via
Talk Markets
Tourist Visa vs Business Visa India: Key Differences, Requirements & Guide
↗
April 21, 2026
Via
Talk Markets
.2 Financials Stocks for Long-Term Investors and 1 We Brush Off
April 24, 2026
Financial providers use their expertise in capital allocation and risk assessment to help facilitate economic growth while offering consumers and businesses ...
Via
StockStory
American Express Just Reported Its Highest Card Member Spending Growth Rate in 3 Years. Here's What's Driving It.
↗
April 23, 2026
The stock is down 3% on the day despite a mostly positive report.
Via
The Motley Fool
Topics
Credit Cards
Earnings
Warren Buffett Has Held American Express for Decades. Should You Own It Too?
↗
April 23, 2026
American Express isn't a flashy stock or a headline-grabber, but it's been quietly delivering steady results year after year.
Via
The Motley Fool
Topics
Credit Cards
"The Big Short's" Michael Burry Just Threw Cold Water on SaaS Armageddon. 3 Software Stocks He's Buying
↗
April 23, 2026
Burry is famous for betting against mortgage bonds during the Great Recession.
Via
The Motley Fool
Topics
Artificial Intelligence
Bonds
Credit Cards
Abroad Mobility Selected for Web Summit Vancouver 2026 Alpha Startup Program
April 22, 2026
Via
PRLog
Topics
Immigration
Barlow Wealth Partners Reduces its MercadoLibre Stake to Nearly Nothing
↗
April 22, 2026
MercadoLibre integrates e-commerce, payments, and logistics to serve millions across Latin America’s digital economy.
Via
The Motley Fool
Topics
Regulatory Compliance
BOKF Q1 Deep Dive: Diversified Loan Growth and Expense Discipline Drive Outperformance
April 22, 2026
Regional banking company BOK Financial (NASDAQ:BOKF) reported Q1 CY2026 results exceeding the market’s revenue expectations, with sales up 10.2% year on year...
Via
StockStory
3 Financial Stocks That Have Made Long-Term Investors Rich (and Could Again)
↗
April 21, 2026
If you're looking to build wealth in the stock market, these three financial stocks can provide you with a strong foundation.
Via
The Motley Fool
Topics
Credit Cards
Economy
Austria Student Visa for Indian Students: Requirements, Process, Fees & Documents (2026)
↗
April 21, 2026
Via
Talk Markets
Should You Buy Visa Stock Before April 28?
↗
April 20, 2026
Visa is one of the most profitable companies in the world.
Via
The Motley Fool
Here Are All 48 Stocks Warren Buffett's Successor, Greg Abel, Is Overseeing in Berkshire Hathaway's $320 Billion Portfolio
↗
April 21, 2026
Despite the illusion of diversification, nearly 79% of Berkshire's investment portfolio is concentrated in 10 core holdings.
Via
The Motley Fool
Want To Be A Millionaire? Buy Developer‑Magnet Solana (SOL).
↗
April 20, 2026
This developer-oriented cryptocurrency still has significant upside potential.
Via
The Motley Fool
Nassau County Immigration Attorney Rajat Shankar Outlines T Visa Eligibility for Trafficking Survivors in New York
April 20, 2026
Via
GetFeatured
Topics
Fraud
Immigration
Could S&P 500 ETFs Alone Fund Your Entire Retirement?
↗
April 20, 2026
Based on how the S&P 500 has performed over the past several years, it would be easy to think it's all you need in your portfolio. In reality, you probably need more.
Via
The Motley Fool
Topics
ETFs
Economy
Retirement
3 Reasons Investors Love Visa (V)
April 20, 2026
Over the past six months, Visa’s shares (currently trading at $317.21) have posted a disappointing 7.9% loss, well below the S&P 500’s 5.8% gain. This might ...
Via
StockStory
Topics
Stocks
Should You Buy the Vanguard S&P 500 ETF With the Stock Market At a Fresh Record High? The Answer Might Surprise You.
↗
April 19, 2026
Wall Street continues to navigate the complex geopolitical conflict between the U.S. and Iran.
Via
The Motley Fool
Topics
ETFs
Economy
Stocks
Solana Has Processed More Transactions Than Ethereum -- Is It a Buy?
↗
April 18, 2026
Transaction volumes are one of many ways to see how well a cryptocurrency is performing.
Via
The Motley Fool
Inflation Is Surging: 3 Stocks to Buy to Hedge Your Portfolio Against It
↗
April 18, 2026
Investors can find attractive stocks even in the current landscape.
Via
The Motley Fool
Topics
Economy
Is Connect Beyond Legit? Filipino Workers Now Sponsored in Australia Have the Answer
April 18, 2026
Via
Press Release Distribution Service
The Payments Stock That Benefits Every Time Someone Swipes a Card
↗
April 17, 2026
By being a scaled operator in this industry, this business is extremely important to global commerce.
Via
The Motley Fool
This ETF Is Betting on the Frictionless Consumer. Should You?
April 17, 2026
After a long period of stagnation where fintech was overshadowed by the AI hardware race, the digital tollbooth model, as many refer to it, is making a nice comeback. Here's what to know about IPAY.
Via
Barchart.com
Topics
Artificial Intelligence
Credit Cards
ETFs
This Is the SpaceX Number No One Is Talking About -- and History Says It May Total $175 Billion
↗
April 17, 2026
If history rhymes, prospective SpaceX IPO investors will be sorely disappointed.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Initial Public Offering
The $700 Trillion Reason Why I'm Buying Circle Stock Hand Over Fist
↗
April 17, 2026
Circle stock offers exposure to the extraordinary growth happening in the stablecoin market.
Via
The Motley Fool
Issa Compass Surpasses 100,000 Users, Scales AI-Powered Visa Platform Following Funding Round
April 15, 2026
Via
AB Newswire
Topics
Immigration
Bargain-Hunting Alert: These 3 Blue Chip Stocks Are Trading Near Their 52-Week Lows
↗
April 15, 2026
These stocks have been struggling this year, but they could generate some terrific returns for investors in the long run.
Via
The Motley Fool
Topics
Artificial Intelligence
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