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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
(NY:
V
)
362.50
-7.97 (-2.15%)
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Updated: 7:00 PM EDT, Aug 7, 2026
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All News about Visa
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Jamie Dimon Said Markets Are Underestimating Risks Shifting "Like Tectonic Plates." He Made the Warning Right After JPMorgan Posted Its Best Quarter Ever.
↗
July 26, 2026
The CEO of JPMorgan Chase thinks investors may be ignoring risks such as geopolitical conflict and spending deficits.
Via
The Motley Fool
Topics
Economy
These 4 Earnings Reports Expose the Market’s Growing Economic Divide
↗
July 26, 2026
Northrop Grumman, D.R. Horton, Capital One and Charles Schwab reported Q2 earnings beats on July 21, revealing diverging trends in defense, housing and financials sectors.
Via
MarketBeat
Topics
Earnings
Foundation Courses in USA for International Students: How to Check Visa Regulations for Foundation Programmes (F-1 Visa & Full-Time Status)
↗
July 26, 2026
Choosing the right foundation programme in the United States is about much more than meeting academic requirements. International students must also confir
Via
Talk Markets
Topics
Immigration
A Five-Day Dubai Itinerary for Travelers From the Dominican Republic
↗
July 25, 2026
Dubai is a destination that blends futuristic architecture, cultural heritage, luxury shopping, and unforgettable adventures into one remarkable travel exp
Via
Talk Markets
When to Take a Canadian French Course for Study Visa Applications
↗
July 25, 2026
Canada is a dream for many foreign students, especially if you plan to settle in the country’s provinces like Quebec or opt for bilingual job openings....
Via
Talk Markets
Topics
Immigration
Explore the top gainers and losers within the dow jones index in today's session.
↗
July 24, 2026
Via
Chartmill
Byline Bancorp Q2 Earnings Call Highlights
↗
July 24, 2026
Byline Bancorp (NYSE:BY) reported record second-quarter net income of $40.2 million, or $0.90 per diluted share, as revenue increased and expenses declined from the prior quarter. Adjusted earnings per...
Via
MarketBeat
Topics
Earnings
Turkey Visa Agents Near London: Find The Best Local Experts Today
↗
July 24, 2026
For a glitch-free holiday, it is best to find Turkey visa agents near London. It's here that our team at Turkey Visa can pick up the slack for you by allev
Via
Talk Markets
NADRA Passport Renewal Consultant London | Pakistan Visa Services
↗
July 24, 2026
If you are a Pakistani citizen living in the UK, renewing your passport can sometimes feel confusing. From collecting the right documents to booking appoin
Via
Talk Markets
MoonExe Announces Itself to the World The First Global ExFi Solutions Provider for Cross-border Payments
July 24, 2026
Fig 1: MoonExe’s First Asia Pacific Customer Contact and Knowledge Centre in Kuala Lumpur, Malaysia MoonExe is proud to announce
Via
First Publisher
Independent Bank (IBCP) Q2 2026 Earnings Call Transcript
↗
July 24, 2026
Commercial loans grew 16% annualized as net income hit $18.8 million.
Via
The Motley Fool
Topics
Earnings
Stripe Plans to Acquire PayPal for $53 Billion. Here's What That Could Mean for Crypto Investors.
↗
July 23, 2026
This fintech acquisition could change the main venues for stablecoin flows.
Via
The Motley Fool
S&T Bancorp (STBA) Q2 2026 Earnings Call Transcript
↗
July 23, 2026
Net income surged 22.9% as margin expansion and C&I growth offset headwinds.
Via
The Motley Fool
Topics
Bonds
Earnings
Boyd Gaming Q2 Earnings Call Highlights
↗
July 23, 2026
Boyd Gaming (NYSE:BYD) reported comparable second-quarter growth as strength in its Midwest and South properties, online operations and managed business helped offset continued softness tied to Las...
Via
MarketBeat
Topics
Earnings
Pool Q2 Earnings Call Highlights
↗
July 23, 2026
Pool (NASDAQ:POOL) reported a modest increase in second-quarter 2026 sales while maintaining its adjusted earnings outlook, as recurring maintenance demand and gains in building materials helped offset...
Via
MarketBeat
Topics
Earnings
XLF vs. KBE: Which Financial ETF Is the Better Buy?
↗
July 23, 2026
KBE delivered stronger 1-year returns but has experienced greater historical volatility, while XLF offers a lower expense ratio and broader, more diversified financial exposure.
Via
The Motley Fool
Topics
ETFs
Working Holiday Visa Consultant Australia: Expert Guidance for Your Australian Adventure
↗
July 23, 2026
Australia is one of the most popular destinations for young travellers looking to combine work and travel. The Working Holiday Visa allows eligible individ
Via
Talk Markets
Topics
Immigration
How Visa Actually Makes Money From Every Online Purchase, and Why That Model Is Under Pressure
July 23, 2026
Via
GlobePRwire
Topics
Fraud
Regulatory Compliance
6 Everyday Moments Where Bix.fi Quietly Wins
July 23, 2026
Via
GlobePRwire
1 Surging Stock with Impressive Fundamentals and 2 We Turn Down
July 23, 2026
Each stock in this article is trading near its 52-week high. These elevated prices usually indicate some degree of investor confidence, business improvements...
Via
StockStory
Topics
Economy
Everything You Need to Know Before Your Next Flight
↗
July 22, 2026
Flying is one of the most efficient ways to travel, whether your destination is across the country or on the other side of the world. A successful journey,
Via
Talk Markets
Northern Trust (NTRS) Q2 2026 Earnings Call Transcript
↗
July 22, 2026
CEO O'Grady discusses strong asset growth and AI strategy.
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Immigration Consultants of Canada Offers Support for Visa Refusals and Immigration Appeals
July 22, 2026
Via
AB Newswire
Topics
Immigration
Jamie Dimon's JPMorgan Posted a Record $21.2 Billion Quarterly Profit, Up 41%
↗
July 22, 2026
JPMorgan just posted the biggest quarterly profit ever by a U.S. bank, but Jamie Dimon says investors shouldn't expect this level of performance to last.
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Initial Public Offering
How to Get the Lowest Super Visa Insurance Premium in 2026: 12 Proven Ways to Save Money
↗
July 22, 2026
If you're sponsoring your parents or grandparents to visit Canada under the Super Visa program, one of the biggest expenses you'll encounter is purchasing
Via
Talk Markets
Topics
Immigration
Best Super Visa Insurance Canada vs. Visitor Insurance: Key Differences Every Family Should Know
↗
July 22, 2026
Planning for a family visit to Canada involves more than booking flights and preparing travel documents. One of the most important decisions is choosing th
Via
Talk Markets
Topics
Immigration
How to Save Money on Medical Insurance for Super Visa Canada Without Reducing Coverage
↗
July 22, 2026
Bringing your parents or grandparents to Canada under the Super Visa program is a wonderful way to spend more time together, celebrate important family mil
Via
Talk Markets
Topics
Immigration
These dow jones stocks are moving in today's session
↗
July 22, 2026
Via
Chartmill
Northern Trust Q2 Earnings Call Highlights
↗
July 22, 2026
Northern Trust (NASDAQ:NTRS) reported sharply higher second-quarter 2026 earnings, helped by strong fee growth, higher net interest income and a sizable gain tied to its Visa Inc. holdings, while...
Via
MarketBeat
Topics
Earnings
Energy
Here’s How Much You Would Have Made Owning Visa Stock In The Last 15 Years
↗
July 22, 2026
Visa (NYSE:V) has outperformed the market over the past 15 years by 8.14% on an annualized basis producing an average annual return of 20.5%. Currently, Visa has a market capitalization of $679.89...
Via
Benzinga
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