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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
)
304.05
+0.29 (+0.10%)
Streaming Delayed Price
Updated: 10:46 AM EDT, Mar 25, 2026
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November 05, 2025
This little fintech has a lot of growth potential.
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Credit Card Stocks Q3 Results: Benchmarking Visa (NYSE:V)
November 04, 2025
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q3. Today, we are looking at credit card stocks, starting with Visa...
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Global Immigration Partners Explains How the L-1 Visa Can Lead to a U.S. Green Card
November 04, 2025
Via
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H-1B Visa Lawyer in San Diego, CA, Sees Increased Demand Amid Growing Tech Sector Employment Opportunities
November 04, 2025
Via
AB Newswire
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Immigration
Is Digitap ($TAP) the Top Crypto Presale to Buy Over BlockchainFX and Pepe Node?
November 04, 2025
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Visa and Transcard Collaborate to Deliver Advanced Embedded Working Capital Solutions in Freight & Logistics
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November 04, 2025
The next 13 years will be very different for Ripple.
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The Top 5 Analyst Questions From Visa’s Q3 Earnings Call
November 04, 2025
Visa's third quarter results reflected continued momentum in digital payments and value-added services, with revenue surpassing analyst expectations and non-GAAP earnings per share matching consensus....
Via
StockStory
Topics
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Credit Card Stocks Q3 Results: Benchmarking Synchrony Financial (NYSE:SYF)
November 03, 2025
Let’s dig into the relative performance of Synchrony Financial (NYSE:SYF) and its peers as we unravel the now-completed Q3 credit card earnings season.
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Stablecoins Enter a New Era: Tech Innovations and Global Regulations Pave Way for Unprecedented Utility and Stability
November 03, 2025
The cryptocurrency landscape is undergoing a profound transformation, driven by significant advancements in stablecoin technology and a rapidly maturing global regulatory environment. As of November...
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Tax Relocate Launches All-in-One Cyprus Non-Dom Relocation Package for EU Entrepreneurs
November 03, 2025
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3 Hot Stocks Just Raised Dividends—1 for the First Time Ever
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November 03, 2025
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Artificial Intelligence
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10 Financials Stocks Whale Activity In Today's Session
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November 03, 2025
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Benzinga
Global Immigration Partners PLLC Recognized as a Leading Law Firm for L-1 Visa Representation
November 02, 2025
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Press Release Distribution Service
Topics
Immigration
Visa Dividend Increase
↗
November 02, 2025
On 28 October, Visa increased its dividend by 13.56%, from 59¢ to 67¢ per share.
Via
Talk Markets
Here Are All 46 Stocks Warren Buffett Holds for Berkshire Hathaway's $313 Billion Portfolio
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November 03, 2025
Berkshire Hathaway's famous stock portfolio is the crown jewel of Buffett's career.
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Visa Stock: Stablecoin Card Spending Quadruples As Crypto Integration Grows
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November 02, 2025
Visa's Q4 stablecoin card spending quadrupled year-over-year as the company expands support to four stablecoins across multiple blockchains.
Via
Talk Markets
Should You Buy the Vanguard S&P 500 ETF With the Stock Market at All-Time Highs? History Offers a Clear Answer
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November 02, 2025
Powerful themes like artificial intelligence (AI) continue to drive the S&P 500 to new highs.
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The Motley Fool
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Artificial Intelligence
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Prediction: These 2 Stocks Will Be Worth More Than Tesla in the Next 5 Years
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November 02, 2025
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Benzinga
Nancy Pelosi, Marjorie Taylor Greene Are Betting On The Same 6 Stocks – Here's What They Know
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October 31, 2025
Nancy Pelosi and Marjorie Taylor Greene are in opposite political parties, but when it comes to investing they have six stocks in common.
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Benzinga
Institutional Tsunami: Traditional Finance Dives Deep into Crypto, Reshaping Markets by Late 2025
October 31, 2025
New York, NY – October 31, 2025 – The cryptocurrency ecosystem has undergone a seismic shift, propelled by an unprecedented surge in institutional adoption and investment throughout 2024 and 2025. What...
Via
BreakingCrypto
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Prediction: These 2 Magnificent S&P 500 Growth Stocks Will Crush the Market Over the Next 5 Years
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October 31, 2025
Both of these companies are proven winners with continued long-term potential ahead.
Via
The Motley Fool
Topics
Stocks
World Trade
2 No-Brainer Warren Buffett Stocks to Buy Right Now
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October 31, 2025
American Express and Visa are great additions for any investor focused on long-term growth.
Via
The Motley Fool
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Economy
World Trade
Prediction: XRP (Ripple) Will Be Worth This Much by 2030
↗
October 31, 2025
XRP has outperformed the S&P 500, Nasdaq Composite, Bitcoin, and Ethereum during the past year.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Government
1 Fintech Stock Under $400 to Buy and Hold Forever
October 30, 2025
Despite being a 66-year-old company, this fintech giant continues to reinvent itself.
Via
Barchart.com
Topics
Artificial Intelligence
Earnings
Fraud
Railway Pension Liquidates All 1.65M CCJ Shares Worth $122.8 Million
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October 30, 2025
Railway Pension Liquidates All 1.65M CCJ Shares Worth $122.8 Million
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Supply Chain
Tech Titans Tumble, Alphabet Soars as Market Opens Mixed on AI Spending Jitters
October 30, 2025
The U.S. stock market opened with a palpable sense of divergence on October 30, 2025, as investors grappled with a mixed bag of quarterly earnings and forward-looking statements from the nation's...
Via
MarketMinute
Topics
Artificial Intelligence
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Fraud
Mastercard's Strong Earnings Signal Americans Are Still Spending, Despite Inflation Fears
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October 30, 2025
Mastercard (MA) reported strong fiscal Q3 results, with net revenues of $8.60 billion, up 17% Y/Y and beating analyst estimates. Adjusted EPS rose 13% to $4.38, supported by growth in value-added...
Via
Benzinga
Topics
Economy
How Do Investors Really Feel About Visa Inc?
↗
October 30, 2025
Via
Benzinga
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