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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
Total Asset Fund (TAF)
TAF sm Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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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
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Event Schedule
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Event Schedule
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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
)
502.76
+3.83 (+0.77%)
Official Closing Price
Updated: 7:00 PM EDT, Mar 25, 2026
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Who Could Buy PayPal? Suitor Talk Swirls On Wall Street After PYPL Stock’s Best Day in 10 Months
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February 23, 2026
After a brutal 12-month slide, PYPL jumps on reports of buyout interest, with analysts floating mega-cap tech as potential suitors.
Via
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PayPal Has Attracted Takeover Interest. Does That Make PYPL Stock a Buy Here?
February 23, 2026
PayPal stock extends gains on reports that digital payments giant has attracted buyout interest. Here’s why a potential takeover would be bullish for PYPL shares.
Via
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Mastercard Options Trading: A Deep Dive into Market Sentiment
↗
February 23, 2026
Via
Benzinga
Mastercard In Crosshairs: Citrini Models AI Agents Bypassing Interchange As Stablecoins Threaten Card Economics
↗
February 23, 2026
In a Feb. 22 thought experiment, Citrini Research envisions AI agents optimizing transactions 24/7 and zeroing in on the 2–3% interchange fee as a cost to eliminate, shifting payments to stablecoins on...
Via
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Mastercard Inc (NYSE:MA) Embodies Quality Investing Principles in Caviar Cruise Screen
↗
February 20, 2026
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Here's How Fiserv Stock Beats the Market From Here
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February 22, 2026
The financial giant's stock has tumbled 73% over the past year.
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2 Financial Stocks Poised for a Comeback in 2026
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February 22, 2026
Both stocks are in the Berkshire Hathaway portfolio, selected by former CEO Warren Buffett.
Via
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Clear Ads Launches AI Search Optimization as 93% of AI Mode Queries Skip Websites
February 22, 2026
Via
Press Release Distribution Service
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Clear Ads Launches AI Search Optimization as 93% of AI Mode Queries Skip Websites
February 22, 2026
Brooklyn, New York--(Newsfile Corp. - February 22, 2026) - Clear Ads, an Advertising agency, today launched an AI search optimization...
Via
Newsfile
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The 1 Stock I'd Buy Before American Express Right Now
↗
February 21, 2026
American Express and Visa are excellent stocks to buy and hold, but Visa gets the edge.
Via
The Motley Fool
Topics
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Cloudflare Stock: Mastercard Partnership And Market Selloff Explained
↗
February 21, 2026
Via
Talk Markets
$1000 Invested In Mastercard 10 Years Ago Would Be Worth This Much Today
↗
February 20, 2026
Via
Benzinga
The Best Stock to Invest $500 in Right Now
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February 20, 2026
Cloudflare just landed a heavyweight partner in Mastercard, and it could be the kind of credibility boost that unlocks an entirely new growth lane.
Via
The Motley Fool
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Artificial Intelligence
Where Will American Express (AXP) Stock Be in 2030?
↗
February 19, 2026
The financial services giant has a bright future.
Via
The Motley Fool
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Credit Cards
Economy
Government
The Infinite Game: A Comprehensive Research Feature on Nu Holdings Ltd. (NU)
February 19, 2026
Date: February 19, 2026 Introduction In the global landscape of fintech, few stories are as compelling—or as profitable—as that of Nu Holdings Ltd. (NYSE: NU). Once a disruptive startup challenging the...
Via
Finterra
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Artificial Intelligence
Credit Cards
ETFs
CoStar's Core Network Runs at 47% Margins. Is Homes.com Still Driving the Discount?
↗
February 19, 2026
CoStar's most valuable business is getting lost in the shuffle.
Via
The Motley Fool
Perion (PERI) Q4 2025 Earnings Call Transcript
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February 18, 2026
Perion (PERI) Q4 2025 Earnings Call Transcript
Via
The Motley Fool
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Earnings
The Fed's Next Move: Why Traders Are Piling Into This 3X Financial Bull Fund
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February 18, 2026
Direxion's Daily Financial Bull 3x Shares aim to triple the daily gains of the financial sector.
Via
The Motley Fool
Topics
Bonds
ETFs
Economy
Labor Market Defiance: January Jobs Surge Crushes Estimates, Cooling Recession Fears While Stiffening Fed Resolve
February 18, 2026
The U.S. labor market delivered a stunning "upside surprise" in January 2026, reporting a nonfarm payroll increase of 130,000 jobs—far surpassing the consensus estimate of 55,000. This unexpected burst...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
Ericsson, Mastercard Target Unbanked Millions With New Global Payments Alliance
↗
February 18, 2026
Ericsson partners with MA to expand digital wallet services, streamline cross-border payments, reach unbanked/underbanked communities.
Via
Benzinga
Digital Banking 2.0: How Tech Protects Your Capital
February 17, 2026
Banking moves fast these days. Five years back, unlocking your phone with your face seemed like sci-fi stuff. Now it's boring, standard kit. Most banking operations in developed markets now take place...
Via
Visibility
Topics
Artificial Intelligence
Bonds
Fraud
Cloudflare, Mastercard To Develop Cybersecurity Tools For Small Businesses
↗
February 17, 2026
Cloudflare announced a strategic partnership with Mastercard to enhance cybersecurity for small businesses and critical infrastructure.
Via
Benzinga
Cloudflare and Mastercard Partner to Extend Comprehensive Cyber Defense Across Critical Infrastructure and Small Businesses
February 17, 2026
From
Cloudflare, Inc.
Via
Business Wire
The White House Is Threatening Card Issuers Again. Time to Buy Bank Stocks?
↗
February 17, 2026
Financial stocks are down partly due to Trump's calls for a cap on card interest rates.
Via
The Motley Fool
Topics
Credit Cards
Economy
Government
Award-Winning Dental SEO Strategies Now Serving 22 Major U.S. Cities
February 16, 2026
Via
AB Newswire
Defying the Odds: US Retail Resilience in Early 2026 Ignites Soft Landing Optimism
February 16, 2026
The American consumer entered 2026 with an unexpected burst of energy, defying the gravitational pull of high interest rates and "sticky" core inflation. According to data released in mid-February,...
Via
MarketMinute
Topics
Economy
The Best Warren Buffett Stocks to Buy With $1,000 Right Now
↗
February 16, 2026
These two Warren Buffett stocks can deliver compelling long-term returns for patient investors.
Via
The Motley Fool
Topics
Artificial Intelligence
Credit Cards
The Toll Booth Under Siege: A Deep-Dive into Visa Inc. (V) in 2026
February 16, 2026
As of February 16, 2026, Visa Inc. (NYSE: V) finds itself at a historic crossroads. For decades, the San Francisco-based payments giant has functioned as the "toll booth" of the global economy,...
Via
Finterra
Topics
Credit Cards
Economy
Fraud
If I Could Only Buy and Hold a Single Stock, This Would Be It.
↗
February 16, 2026
This one stock provides exposure to many other stocks representing multiple sectors.
Via
The Motley Fool
Topics
ETFs
Mastercard to Participate in Upcoming Investor Conferences
February 12, 2026
From
Mastercard Investor Relations
Via
Business Wire
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