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Analyzing the Credit Quality of General Obligation Bonds
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What We Buy Currently
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Default Rates
Yield Difference
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TSL’s Turnkey Operation Platform
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Classifying Municipal Bonds
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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
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EVENTS
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Event Schedule
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Event Schedule
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Event Schedule
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Investing During Uncertain Times
Read FULL Seminar Here
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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%)
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Updated: 7:00 PM EDT, Aug 7, 2026
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Introducing Visa Business Plans — AI-Powered Plans Built for Immigration Success
April 10, 2026
Via
Press Release Distribution Service
Topics
Artificial Intelligence
Immigration
The SpaceX IPO Will Be an Epic Disappointment, Based on What History Tells Us
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April 10, 2026
The largest initial public offerings (IPOs) in history have left a lot to be desired following their debuts.
Via
The Motley Fool
Topics
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Initial Public Offering
EssentaTor Inc.: The Product Engine Propelling Traditional Banks into Global Stablecoin Finance
April 10, 2026
Via
Press Release Distribution Service
Topics
Credit Cards
Important Things to Know Before Choosing a Tourist Visa Service in Amritsar
↗
April 06, 2026
Via
Talk Markets
A Practical Guide to Choosing the Right Tourist Visa Service in Amritsar
↗
April 06, 2026
Via
Talk Markets
Asia-Pacific Is Emerging as a Serious Destination for Investment Immigration in 2026
April 09, 2026
Via
Press Release Distribution Service
Topics
Economy
Immigration
Better Stock to Buy: Visa or Mastercard?
↗
April 09, 2026
Limited competition between these two is part of the reason why the industry is so profitable.
Via
The Motley Fool
Visa to Announce Fiscal Second Quarter 2026 Financial Results on April 28, 2026
April 09, 2026
From
Visa Inc.
Via
Business Wire
Global Immigration Partners Highlights Key Benefits of Buying an Existing Business for E-2 Visa Applicants
April 09, 2026
Via
Press Release Distribution Service
Topics
Immigration
A Complete Guide to Choosing the Right Visa Consultant for Australia PR in Mohali
↗
April 09, 2026
Via
Talk Markets
How to Choose Reliable Visa Agents in Mohali for a Smooth Immigration Process
↗
April 09, 2026
Via
Talk Markets
Topics
Immigration
Forget Timing the Market: Just Buy These Dividend Stocks and Hold Forever
↗
April 08, 2026
Why stress over market timing? These three dividend payers reward patient investors year after year.
Via
The Motley Fool
Topics
Credit Cards
Retirement
Visa Opens the Door to AI-Driven Shopping for Businesses Worldwide
April 08, 2026
From
Visa Inc.
Via
Business Wire
Unpacking Q4 Earnings: Visa (NYSE:V) In The Context Of Other Credit Card Stocks
April 07, 2026
Looking back on credit card stocks’ Q4 earnings, we examine this quarter’s best and worst performers, including Visa (NYSE:V) and its peers. Credit card comp...
Via
StockStory
Topics
Credit Cards
Sora Is No Mora and Maybe Stablecoins Too
↗
April 07, 2026
OpenAI is shutting down Sora and its video generation models to focus on enterprise customers and coding. Meanwhile, Congress considers a bill that could eliminate stablecoin rewards.
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
Multani Law Group - Immigration Lawyers' Services Overview Offers Guidance for Individuals Seeking VAWA, U Visa, Asylum, and SIJ Relief
April 07, 2026
Via
GetFeatured
Topics
Immigration
Visit Visa for Dubai for 3 Months Price in 2026: Complete Cost Breakdown and Application Guide
↗
April 06, 2026
Via
Talk Markets
1 Profitable Stock to Own for Decades and 2 That Underwhelm
April 06, 2026
Even if a company is profitable, it doesn’t always mean it’s a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest ...
Via
StockStory
Topics
Energy
StudentEB5 Releases Visa Backlog Checker to Help Immigrants Navigate Wait Times
April 05, 2026
Via
AB Newswire
The Second-Best Performing Vanguard ETF Over the Last Decade Is Issuing a 5-For-1 Stock Split. Here's Why It's a Screaming Buy in April.
↗
April 04, 2026
The Vanguard Mega Cap Growth ETF is down big from its highs as the largest tech stocks lead the broader market sell-off.
Via
The Motley Fool
Topics
ETFs
Stock Markets Crashing: My 15 Top-Ranked Stocks to Buy Now in April (2026)
↗
April 03, 2026
There is something for everyone in this excellent list of undervalued stocks.
Via
The Motley Fool
The $35.3 Billion Capital One-Discover Merger: A New Era of Vertical Integration in U.S. Payments
April 03, 2026
The $35.3 billion acquisition of Discover Financial Services (NYSE: DFS) by Capital One Financial Corp. (NYSE: COF) stands as the most consequential banking consolidation of the post-2008 era....
Via
MarketMinute
Topics
Credit Cards
Economy
Siam Legal International Announces Extension of Thailand Privilege Visa Bronze Membership and Confirms Conclusion of Family Promotion Campaign
April 03, 2026
Bangkok, Thailand - April 03, 2026 - PRESSADVANTAGE - Siam Legal International, a government-authorized General Sales and Services Agent (GSSA) for the Thailand Privilege program, has announced the...
Via
Press Advantage
Topics
Immigration
Retirement
2 No-Brainer Vanguard ETFs to Buy During the Stock Market Sell-Off
↗
April 03, 2026
Throughout history, investors who bought during stock market declines while maintaining a long-term outlook yielded strong returns.
Via
The Motley Fool
Topics
ETFs
Economy
PR Visa and Study Visa Canada, Australia, UK and Germany
↗
April 03, 2026
Via
Talk Markets
New H-1B Lottery Odds Calculator from StudentEB5 Highlights the Need for Alternative Visa Strategies
April 02, 2026
Via
AB Newswire
The AI Cryptocurrency That Could Benefit From the Artificial Intelligence Boom
↗
April 02, 2026
This blockchain is surging in a potential trillion-dollar market AI payments industry.
Via
The Motley Fool
Topics
Artificial Intelligence
Innovative Vending Machine Ideas for 2026: How AI Robotic Coffee Kiosks Are Revolutionizing Unmanned Retail
April 02, 2026
Via
AB Newswire
Topics
Artificial Intelligence
O-1 Visa For Arts & Entertainment Professionals: Legal Support Announced
April 02, 2026
Via
Press Release Distribution Service
Topics
Immigration
The Giant’s Return: How the Capital One-Discover Merger Signaled the Great M&A Resurgence
April 02, 2026
The landscape of corporate America has shifted decisively over the past 24 months, marking the definitive return of the "megadeal." After a period of stagnation caused by high interest rates and...
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Economy
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