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home
about us
Investment Approach
Client Service Approach
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
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TAF sm Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
)
304.91
+1.15 (+0.38%)
Official Closing Price
Updated: 7:00 PM EDT, Mar 25, 2026
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Confluent (CFLT) Stock Trades Up, Here Is Why
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October 02, 2025
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Visa Treats Stablecoins As ‘Money In the Bank’ In New Payout Pilot
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Financials Sector: A Pillar in the S&P 500's Record Ascent
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Why Confluent (CFLT) Stock Is Down Today
October 01, 2025
Shares of data streaming platform provider Confluent (NASDAQ:CFLT) fell 0.1% in the afternoon session after the company announced a new multi-year partnership with the Visa Cash App Racing Bulls...
Via
StockStory
Topics
Economy
Initial Public Offering
Stocks
Crypto Cards Cross the Mainstream Threshold: Over 60% of Users Now Spending with Digital Assets
October 01, 2025
October 1, 2025 – A groundbreaking collaborative study released today by leading cryptocurrency exchange Changelly and European crypto wallet provider Simple has sent ripples through the Web3...
Via
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Nomad Stack Toolkit Redefines Life Abroad for Digital Nomads, Creators, and Retirees
October 01, 2025
October 1, 2025 -- All-in-one resource provides visas, tax-saving tips, cost-of-living analyses, and interactive tools to help millions work, create, and retire globally.
Via
24-7 Press Release
Topics
Retirement
Nvidia CEO Jensen Huang Calls Trump's $100,000 H-1B Visa Fee 'A Great Start' Amid Brain Drain Fears: 'What Country Has The Word Dream Behind It'
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September 30, 2025
Nvidia CEO Jensen Huang cautiously praised Trump's $100,000 H-1B visa fee as "a great start," while critics like Kevin O'Leary and Paul Krugman warned it could drive away top global talent and damage...
Via
Benzinga
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BlueOne Card, Inc. Grapples with Insignificant Q1 Sales, Raising Alarms for Small-Cap FinTechs
September 30, 2025
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Euro Stablecoin Threat: Could New Crypto Venture Destabilize Eurozone Economy?
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SEC Halts QMMM Trading: A Wake-Up Call for Crypto-Linked Equities
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The U.S. Securities and Exchange Commission (SEC) delivered a seismic shock to the crypto-linked equities market on September 29, 2025, by temporarily suspending trading in the shares of QMMM Holdings...
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Visa Direct Ignites Stablecoin Revolution: Pilot Program Poised to Transform Global Payments
September 30, 2025
SIBOS 2025, September 30, 2025 – In a landmark announcement at the prestigious SIBOS conference today, Visa (NYSE: V) unveiled a groundbreaking pilot program for its Visa Direct service, integrating...
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BreakingCrypto
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Majority of Homeowners Expect Personalized, Digital, and Flexible Experiences in New Consumer Trends Report from ServiceTitan, Synchrony, and Visa
September 30, 2025
Contractors must adapt to rising expectations around convenience, payment options, and brand trust to win and retain business
From
ServiceTitan
Via
GlobeNewswire
CRCL Surges As Circle To Cooperate With Deutsche Börse On Stablecoin Adoption In Europe
↗
September 30, 2025
Circle Internet Group Inc. (NYSE:CRCL) is up to $137.80 in pre-market trading on Tuesday as the company announced a memorandum of understanding with Deutsche Börse Group (OTCPK: DBOEY) aimed at
Via
Benzinga
City View Announces Proposed Name Change to Stable Capital Holdings Inc.
September 30, 2025
Toronto, Ontario--(Newsfile Corp. - September 30, 2025) - City View Green Holdings Inc. (CSE: CVGR) (OTC Pink: CVGRF) (FSE: CVY0)...
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Newsfile
1 Reason Wall Street Is Obsessed With Mastercard Stock
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September 30, 2025
The company is a finance sector powerhouse for a reason.
Via
The Motley Fool
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Visa Direct Taps Stablecoins to Unlock Faster Funding for Businesses
September 30, 2025
From
Visa Inc.
Via
Business Wire
Solana’s Resilient Surge: Network Activity and ETF Hopes Fuel New Highs
September 29, 2025
The cryptocurrency market has been keenly observing Solana (SOL) as it stages a remarkable recovery from its 2022 lows, demonstrating robust price action and a burgeoning ecosystem. Starting in late...
Via
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Topics
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If You Invested $1000 In Visa Stock 10 Years Ago, You Would Have This Much Today
↗
September 29, 2025
Visa (NYSE: V) has outperformed the market over the past 10 years by 3.92% on an annualized basis producing an average annual return of 16.78%. Currently, Visa has a market capitalization of $659.53...
Via
Benzinga
Visa Elects Bill Ready to its Board of Directors
September 29, 2025
From
Visa Inc
Via
Business Wire
Crypto Payments Surge: CoinZoom Reports Record Q3 for Visa Debit Transactions Driven by Stablecoins
September 29, 2025
In a significant indicator of burgeoning real-world cryptocurrency adoption, CoinZoom, a prominent U.S.-based fintech platform, announced an all-time high in crypto Visa Debit Card transactions during...
Via
MarketMinute
Topics
Credit Cards
Economy
BitMine Jumps 5% As Ethereum Treasury Surges Past 2.65 Million ETH
↗
September 29, 2025
BitMine Immersion Technologies Inc.
Via
Benzinga
Stablecoins Under Scrutiny: G7 Tightens Reins as Corporate Adoption Soars and Polkadot Eyes Native Digital Dollar
September 29, 2025
The global financial landscape is witnessing a pivotal transformation as stablecoins, once a niche within the cryptocurrency market, ascend to mainstream prominence. As of September 2025, these digital...
Via
MarketMinute
Topics
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Credit Cards
Derivatives
The 3 Best Warren Buffett Stocks to Buy With $1,000 Right Now
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September 29, 2025
These Buffett gems are primed for big things to come.
Via
The Motley Fool
Topics
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Visa Announces General Availability of VCS Hub; Ushers in a New Era of AI-Powered Commercial Payments Innovation
September 29, 2025
From
Visa Inc.
Via
Business Wire
Visa Growth Corporates Working Capital Index Reveals Rise of the Strategic Planner and Adaptable Accelerator Shaping the Future of Liquidity Management
September 29, 2025
From
Visa Inc.
Via
Business Wire
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