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home
about us
Investment Approach
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Market Analysis Summary
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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
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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
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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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MasterCard
(NY:
MA
)
503.74
+0.98 (+0.19%)
Streaming Delayed Price
Updated: 9:50 AM EDT, Mar 26, 2026
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Mastercard Vs Visa Stock: Which Is The Better Investment Ahead Of Earnings?
↗
July 25, 2025
With Capital One recently reporting strong Q2 results, investors will be looking forward to Visa’s and Mastercard's quarterly reports next week on Tuesday, July 29, and Thursday, July 31,...
Via
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5 No-Brainer Warren Buffett Stocks to Buy Right Now
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July 25, 2025
Tech, insurance, finance -- these stocks run the gamut.
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Southwestern Building Maintenance Delivers Trusted Janitorial Service in Tucson Arizona
July 25, 2025
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Why Uber (UBER) Stock Is Trading Up Today
July 24, 2025
Shares of ride sharing and on-demand delivery platform Uber (NYSE:UBER) jumped 3.9% in the morning session after an analyst at Piper Sandler raised their price target on the stock to $103 from $95.
Via
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Cyber-safe summer: How to travel smart and stay secure
July 14, 2025
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Is D-Wave Quantum Stock a Buy?
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July 24, 2025
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American Airlines Gears Up For Q2 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts
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July 24, 2025
Via
Benzinga
Visa Hit By Japan's First-Ever Antitrust Action Against Credit Card Industry
↗
July 24, 2025
Japan's Fair Trade Commission has taken its first administrative action against the credit card industry, targeting Visa Worldwide Pte Ltd. Singapore operations, over suspected monopolistic practices...
Via
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Bank of America Is One of the Largest Financial Companies by Market Cap. But Is It a Buy?
↗
July 23, 2025
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GroveX Unlocks Instant Digital Asset Access with Direct Credit Card Deposits, Accelerating Global Expansion Drive
July 22, 2025
July 22, 2025 -- New functionality simplifies digital asset acquisition for users worldwide, reinforcing GroveX's commitment to intuitive.
Via
24-7 Press Release
Topics
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Fraud
American Airlines Leverages Mastercard Analytics For New Era Of Customized Travel Rewards
↗
July 21, 2025
American Airlines and Mastercard have extended their partnership to offer personalized travel benefits and enhanced digital payment capabilities.
Via
Benzinga
American Airlines and Mastercard Renew Partnership for Even More Rewarding Travel Experiences
July 21, 2025
From
Mastercard Incorporated
Via
Business Wire
3 Dividend Stocks to Hold for the Next 10 Years
↗
July 20, 2025
Via
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Topics
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Retirement
Discover Capital One’s Strategy for Long-Term Stock Growth
↗
July 18, 2025
Capital One's acquisition of Discover creates a vertically integrated payments powerhouse with a clear path to higher earnings and shareholder value.
Via
MarketBeat
JPMorgan's Plan To Impose Fees On Data Aggregators Could 'Cripple' The Crypto Industry, Say Execs: 'This Would Put Everyone Out Of Business'
↗
July 17, 2025
JPMorgan Chase & Co's (NYSE: JPM) plan to introduce fees for transactions involving cryptocurrencies and third-party services could significantly cripple the fintech industry, say experts.
Via
Benzinga
Mastercard Launches New Benefits, Ultra-Exclusive Card For High Spenders
↗
July 16, 2025
Mastercard is introducing its most premium card yet, World Legend Mastercard, aimed at higher-spending users who want one-of-a-kind experiences wherever they go.
Via
Benzinga
Elevating Cardholder Experiences Worldwide With the Mastercard Collection and Introduction of World Legend Mastercard
July 16, 2025
From
Mastercard Investor Relations
Via
Business Wire
The Rise of Circle and the History of the USDC Stablecoin: From Vision to Vital Pillar in Global Crypto Finance
July 15, 2025
In the fast-moving world of digital assets, few companies have had as much impact on the stability and utility of crypto markets as Circle, the creator and primary steward of the USD Coin (USDC)...
Via
MarketMinute
Mastercard and Jonas Brothers To Debut Music Video In Support of Stand Up To Cancer
July 15, 2025
From
Mastercard Investor Relations
Via
Business Wire
Expert Outlook: Mastercard Through The Eyes Of 10 Analysts
↗
July 14, 2025
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Benzinga
Here's How Much You Would Have Made Owning Mastercard Stock In The Last 15 Years
↗
July 14, 2025
Via
Benzinga
Mastercard Incorporated to Host Conference Call on Second Quarter 2025 Financial Results
July 14, 2025
From
Mastercard Investor Relations
Via
Business Wire
Fears Over Crypto Disruption Are Overblown, Analyst Says: Mastercard, PayPal Score Upgrades Ahead Of Q2 Results
↗
July 14, 2025
Mastercard is likely to "create new growth opportunities in crypto via partnering," analyst Jeff Cantwell said.
Via
Benzinga
This Mastercard Analyst Turns Bullish; Here Are Top 5 Upgrades For Monday
↗
July 14, 2025
Via
Benzinga
Warren Buffett Has $65.8 Billion Invested in These 4 Artificial Intelligence (AI) Stocks. Here's the Best of the Bunch.
↗
July 14, 2025
Buffett is not known as a technology investor, but even his portfolio has some exposure to the artificial intelligence (AI) megatrend.
Via
The Motley Fool
Topics
Artificial Intelligence
Prediction: This Stock Could Join Nvidia, Amazon, Alphabet, Microsoft, and Apple in the $2 Trillion Club By 2035
↗
July 14, 2025
Via
The Motley Fool
Topics
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Is Capital One a Buy Now That It Has Bought Discover?
↗
July 14, 2025
Via
The Motley Fool
Topics
Credit Cards
Economy
LBank Exchange Has Listed TAPTAP (TAP2)
July 14, 2025
Road Town, British Virgin Islands--(Newsfile Corp. - July 14, 2025) - LBank Exchange, a premier global digital asset trading platform,...
Via
Newsfile
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Economy
Where Will Visa Be in 5 Years?
↗
July 12, 2025
Via
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Topics
Economy
Odyssey Capital Shines at the 2025 Global Inclusive Growth Summit in Washington, D.C.
July 12, 2025
Via
GlobePRwire
Topics
Artificial Intelligence
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