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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
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V
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Updated: 7:00 PM EDT, Aug 7, 2026
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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
Visa Defines the Next Era of Commerce: When AI Becomes the Customer
April 02, 2026
From
Visa Inc.
Via
Business Wire
How to Get a Canada Student Visa Easily: Step-by-Step Guide
↗
April 02, 2026
Via
Talk Markets
Colavecchio & Colavecchio Law Expands U.S. Immigration Expertise to Serve Clients Worldwide
April 01, 2026
April 01, 2026 - PRESSADVANTAGE - Colavecchio & Colavecchio Law, a Nashville-based immigration law firm, announces expanded international capabilities to serve clients across the United States and...
Via
Press Advantage
Topics
Immigration
How to Apply for a UK Visa from India?
↗
March 31, 2026
Via
Talk Markets
Dubai Tourist Visa Price – Affordable Options for Every Traveler
↗
March 26, 2026
Via
Talk Markets
Hoply Launches an AI-powered Platform to Simplify Immigration to Spain for Global Talent
April 01, 2026
Via
Get News
Topics
Artificial Intelligence
Immigration
The Warren Buffett Stock That Has Compounded at 18.5% Annually for 18 Years
↗
April 01, 2026
Consistent double-digit returns could make investors very wealthy over a couple of decades.
Via
The Motley Fool
Topics
Credit Cards
Economy
Fraud
Visa Deploys AI Arsenal To End 'Billions Lost' In Disputes
↗
April 01, 2026
Visa (NYSE: V) unveils a suite of modernized dispute resolution services to handle rising global transaction volumes. Full details here.
Via
Benzinga
Topics
Artificial Intelligence
Visa Unveils New Services to Modernize Dispute Resolution Process
April 01, 2026
From
Visa Inc.
Via
Business Wire
Visa Stock's Value Score Sinks Even As Wall Street Sees A 'High-Quality Compounder' Ready To Rebound
↗
April 01, 2026
Visa's Value score dropped to 10.10, but Wall Street rates the stock a buy, calling it a high-quality compounder.
Via
Benzinga
The Dow Jones Industrial Average Is in Correction Territory: 2 Historically Cheap Components That Make for No-Brainer Buys Right Now
↗
March 31, 2026
A 10% drawdown in Wall Street's iconic stock index means that bargains abound for patient investors.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Stocks
Worried About Inflation? Take a Look at These 2 Warren Buffett Stocks.
↗
March 30, 2026
In recent years, investors have been thinking more about rising prices across the economy.
Via
The Motley Fool
Topics
Credit Cards
Economy
Siam Legal International Highlights Growing Importance of Digital Nomad Visa Thailand as Policy Shifts Tighten Short-Term Stay Options
March 30, 2026
Bangkok, Thailand - March 30, 2026 - PRESSADVANTAGE - Siam Legal International, a Bangkok-based law firm specializing in Thai immigration law, has released updated guidance on the increasing importance...
Via
Press Advantage
Topics
Immigration
1 Reason Dogecoin (DOGE) Could Go Parabolic in 2026
↗
March 30, 2026
Dogecoin's price has plummeted nearly 80% from highs in late 2024, but Elon Musk may hold the keys to the cryptocurrency's next explosive move.
Via
The Motley Fool
Topics
Government
Visa vs. Mastercard: One Is Built for a Recession. Here's Which One to Own.
↗
March 29, 2026
One has more financial resources to weather the storm.
Via
The Motley Fool
Topics
Economy
Can Capital One Prove Itself in 2026?
↗
March 29, 2026
Via
MarketBeat
Financials Are Down Big This Year, but XLF Is Looking Like a Buy-Low Opportunity
↗
March 29, 2026
Via
MarketBeat
Visa, Street Soccer USA and Bank of America to Bring Visa Street Soccer Parks to Every FIFA World Cup 2026™ Host City in the U.S.
March 28, 2026
From
Visa Inc.
Via
Business Wire
O-1 Visa For Medical Professionals: Legal Advisory & Filing Support Announced
March 27, 2026
Via
Press Release Distribution Service
Topics
Immigration
Forget Bitcoin: This Crypto Is the Smarter Buy Right Now
↗
March 27, 2026
Solana could generate bigger near-term gains than the top cryptocurrency.
Via
The Motley Fool
Topics
ETFs
USDT vs. USDC: Which Will Win the Stablecoin Race?
↗
March 27, 2026
Tether's USDT dominates by market cap, but Circle's USDC is catching up.
Via
The Motley Fool
My Top 3 Financial Stocks After the Latest Market Pullback
↗
March 27, 2026
Although financial stocks have struggled this year, there are places to turn within the sector.
Via
The Motley Fool
Topics
Credit Cards
Economy
Government
Digging In on Airline, Data Center, and Fintech News
↗
March 26, 2026
Just when you think you have a handle on how a company will react to rising oil prices, Delta Air Lines goes and flips the idea on its head.
Via
The Motley Fool
3 Cryptocurrencies to Buy and Hold Forever
↗
March 26, 2026
Some cryptocurrencies will soar for the long term if tokenization continues to grow.
Via
The Motley Fool
Visa Launches Enhanced Subscription Manager, Giving Consumers Greater Control Over Recurring Payments
March 26, 2026
From
Visa
Via
Business Wire
Banks at the Helm: Why the Great Rotation is Betting Big on Financials
March 25, 2026
As the first quarter of 2026 draws to a close, the narrative dominating Wall Street is no longer the relentless climb of "Magnificent Seven" tech giants, but rather a profound structural shift toward...
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
ETFs
Crypto News: Pepeto Updates Binance Level Exchange While Ethereum Price Prediction Targets $7,500 After Buyer Volume Spike
March 25, 2026
The Ethereum based crypto Pepeto’s team just completed its order book engine and multi chain liquidity layer, clearing the last
Via
First Publisher
Topics
Artificial Intelligence
Can Circle Keep Growing Even if Stablecoins Get Shackled?
↗
March 25, 2026
The stablecoin issuer faces an existential challenge.
Via
The Motley Fool
Visa to Bring Privacy-Preserving Payments to Canton Network
March 25, 2026
From
Visa Inc.
Via
Business Wire
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