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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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Event Schedule
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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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MasterCard
(NY:
MA
)
500.62
-2.13 (-0.42%)
Streaming Delayed Price
Updated: 12:34 PM EDT, Mar 26, 2026
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Warren Buffett Has 48% of His $281 Billion Portfolio Invested in 3 Exceptional Stocks
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Portable Professional FSM Device With 3-In-1 Treatment Modes Available
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Alchemy Pay & WLFI Link Up for USD1 On-Ramps
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1 Top Cryptocurrency to Buy Before It Soars 450%, According to Standard Chartered
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Expert Outlook: Mastercard Through The Eyes Of 6 Analysts
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Jack Dorsey’s Block Pilots Real-Time Bitcoin Payments In Vegas
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At the Bitcoin 2025 event in Vegas, Block’s Square has rolled out real-time payments in Bitcoin, allowing attendees to buy t-shirts, hoodies, and other merchandise.
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$100 Invested In Mastercard 15 Years Ago Would Be Worth This Much Today
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Value Investing Is Not Dead - It Just Got Smarter
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Visa And Mastercard Face EU Scrutiny Over Card Fees Amid Push To Cut Foreign Payment Dependence
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$1000 Invested In This Stock 15 Years Ago Would Be Worth This Much Today
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Trump's Crypto Czar David Sacks Foresees Stablecoin Bill Generating Trillions For US Treasury 'Practically Overnight'
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David Sacks, the top crypto and AI advisor to President Donald Trump, has projected that the impending stablecoin legislation could unlock trillions for the U.S. Treasury.
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Prediction: This Warren Buffett Stock Will Become a $2 Trillion Company by 2030
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Berkshire Hathaway owns positions in many different stocks that have either already achieved or could be on their way to multi-trillion valuations.
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World Tech Lands in Atlanta
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World debuts its Orb-based identity service in Atlanta, tapping local demand for privacy-first humanness verification.
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Algorand Goes Mainstream Through Mastercard
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Pera Wallet introduces a Mastercard-linked debit card on Algorand, allowing on-chain USDC usage worldwide.
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Prediction: This Will Be The First Major Stock Purchase by Berkshire Hathaway in the Post-Buffett Era
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Want A Tesla Cybertruck? Gemini's New Bitcoin Credit Card Could Be Your Ticket
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Cryptocurrency exchange Gemini has teamed up with Tesla Inc. (NASDAQ:TSLA) to give away two limited edition Cybertrucks to celebrate the launch of its Bitcoin (CRYPTO: BTC) credit card on Monday.
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May 19, 2025
Both Visa and Mastercard have seen resilient consumer spending.
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