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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
)
329.17
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Updated: 7:00 PM EST, Jan 14, 2026
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Moving to Spain? TG Legal Consulting simplifies visas, tax and settlement for expats
August 13, 2025
Via
Get News
Topics
Immigration
From investment to income, the rise of non-lucrative visas after the Golden Visa era
August 13, 2025
Via
Get News
Topics
Immigration
Coinbase’s Q2 Earnings Call: Our Top 5 Analyst Questions
August 12, 2025
Coinbase’s second quarter was met with a negative market reaction as revenue growth fell short of Wall Street’s expectations, despite a significant beat on non-GAAP profit. Management attributed the...
Via
StockStory
Topics
Earnings
Regulatory Compliance
Circle Internet Group Defies Loss: USDC Parent's Revenue Growth Fuels Stock Climb
August 12, 2025
Circle Internet Group (NYSE: CRCL), the company behind the widely used USDC stablecoin, witnessed a significant surge in its stock price following its Q2 2025 earnings report, despite disclosing a...
Via
MarketMinute
Topics
Credit Cards
Economy
Initial Public Offering
These Are the Largest Financial Stocks by Market Cap. Here Are the 3 I'd Buy Today.
↗
August 12, 2025
Even though they are among the most valuable financial stocks, these three look like bargains.
Via
The Motley Fool
Airport Limousine LLC Launches Route-Based Booking & Transparent Pricing for 2025 Travel Season
August 11, 2025
Via
AB Newswire
OnlineCheckWriter Highlights the Rise of Virtual Cards in Shaping the Future of B2B Payments
August 11, 2025
Via
AB Newswire
Topics
Fraud
Immigration News Canada Outlines Top 10 Reasons for Canada Visitor Visa Cancellations and How to Avoid Them
August 11, 2025
Via
AB Newswire
Topics
Fraud
Immigration
Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet
↗
August 10, 2025
The Stock Whisper Index includes five stocks seeing increased interest from readers during the week and a look at the catalysts that could be driving the increased attention.
Via
Benzinga
Prediction: Stablecoins Are About to Soar. Here's Why.
↗
August 10, 2025
New legislation may mark a tipping point for stablecoins.
Via
The Motley Fool
Better Growth Stock: Costco vs. Visa
↗
August 10, 2025
A great business can still be a bad investment if you pay too much for it.
Via
The Motley Fool
3 No-Brainer Warren Buffett Stocks to Buy Right Now
↗
August 09, 2025
The Oracle of Omaha's approach to picking stocks still works as well as it ever has.
Via
The Motley Fool
Topics
Credit Cards
One Visa Launches Full-Suite Singapore Company Registration, Accounting, and Tax Services for Global Entrepreneurs
August 09, 2025
Get your Singapore work visa, PR, or business setup approved fast. Trusted by professionals & HR teams, One Visa makes immigration simple and stress-free.
Via
GlobePRwire
Topics
Immigration
The Best Growth ETF to Invest $500 in Right Now
↗
August 08, 2025
In a strong bull market, take advantage of growth opportunities.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Apple's $704 Billion Decade-Long Buybacks Exceed Market Cap Of All But 13 Companies Worldwide
↗
August 08, 2025
Apple's $704B in buybacks over 10 years exceeds the market cap of 488 S&P 500 firms. Learn why it still avoids major acquisitions.
Via
Benzinga
Topics
Stocks
Business Setup for Foreign Entrepreneurs in Finland Launched by Scandicorp
August 08, 2025
Via
Press Release Distribution Service
2 Simple ETFs to Buy With $1,000 and Hold for a Lifetime
↗
August 07, 2025
Exchange-traded funds (ETFs) take a lot of the legwork out of investing.
Via
The Motley Fool
Topics
ETFs
RippleNet And XRP In Visa’s Strategy For Digital Currency Future
↗
August 06, 2025
Visa explores XRP and RippleNet for enhanced digital currency settlements, reshaping global payments and bridging traditional systems.
Via
Talk Markets
Visa Options Trading: A Deep Dive into Market Sentiment
↗
August 06, 2025
Via
Benzinga
Here's How Much $100 Invested In Visa 10 Years Ago Would Be Worth Today
↗
August 06, 2025
Via
Benzinga
Visa Extends Cybersecurity Expertise, Prioritizing Proactive Defense Strategies for Clients
August 06, 2025
From
Visa Inc.
Via
Business Wire
2 Warren Buffett Stocks to Buy Hand Over Fist in August
↗
August 06, 2025
These stocks are benefiting from improvements in consumer spending.
Via
The Motley Fool
Topics
Artificial Intelligence
Credit Cards
Economy
Coffee, Chips, and Credit Cards
↗
August 06, 2025
Reports from Starbucks, Visa, and Spotify give us a read on the consumer, and Samsung takes a big chip order from Tesla.
Via
The Motley Fool
Topics
Artificial Intelligence
2 No-Brainer Warren Buffett Stocks to Buy Right Now
↗
August 06, 2025
There are some good values in Berkshire Hathaway's stock portfolio, but these two are standouts.
Via
The Motley Fool
Topics
Retirement
The Best Warren Buffett Stock to Buy With $1,000 Right Now
↗
August 06, 2025
This company is an industry leader and isn't showing any signs of slowing down anytime soon.
Via
The Motley Fool
Topics
Credit Cards
Legal Immigration Firm VisaImmigration.ca Helping Fuel Canada's Skilled Workforce and Economic Growth
August 06, 2025
August 6, 2025 -- With Canadian industries facing a growing need for global talent, Visa Immigration Lawyer Canada is playing a crucial role in filling labour gaps, one approved visa at a time.
Via
24-7 Press Release
Topics
Economy
Immigration
Edgars Lasmanis on the Future of Banking: Mobile, Modular, and Bank-Free
August 05, 2025
Via
Press Release Distribution Service
From Wires To Wallets: 100k Stores Now Settle In XRP
↗
August 05, 2025
CoinPayments now lets 100k merchants in 180+ countries accept XRP at checkout, cutting card costs by up to 90%
Via
Stocktwits
Topics
Supply Chain
Should Investors Buy Visa Stock?
↗
August 05, 2025
Visa is a dominant player in the payment processing industry and is the target of disruptors worldwide.
Via
The Motley Fool
US To Demand $15,000 Visa Bonds For Tourists From High-Risk Countries In New Immigration Crackdown: Here's More
↗
August 05, 2025
The United States is initiating a pilot program that may necessitate certain inbound travelers to post bonds of up to $15,000 for entry, targeting visitors from countries with high visa overstay...
Via
Benzinga
Topics
Bonds
Immigration
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