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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
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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
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
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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Event Schedule
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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
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MasterCard
(NY:
MA
)
500.75
-2.01 (-0.40%)
Official Closing Price
Updated: 7:00 PM EDT, Mar 26, 2026
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MasterCard, MetaMask Unveil Revolutionary Card for Crypto Self-Custody
May 02, 2025
Via
CryptoCurrencyWire
MasterCard, MetaMask Unveil Revolutionary Card for Crypto Self-Custody
May 02, 2025
Via
Investor Brand Network
US Futures Rise As Apple, Amazon, Airbnb Earnings Boost Market Sentiment: S&P 500 Hits Milestone That's Preceded A 100% Win Rate Since 1956, Says Expert
↗
May 02, 2025
U.S. stock futures are in the green early Friday, after another winning day for the markets in the regular session on Thursday.
Via
Benzinga
Topics
Stocks
Block Stock Tumbles On 2025 Profit Cut, But Dorsey Eyes Q3 Rebound: Retail Eyes Scooping The Dip
↗
May 02, 2025
The company reported adjusted net income of $0.56 per share for the three months ended March 31, while analysts expected it to post $0.94 per share.
Via
Stocktwits
Earnings Scheduled For May 1, 2025
↗
May 01, 2025
Via
Benzinga
Is Mastercard Gaining or Losing Market Support?
↗
April 29, 2025
Via
Benzinga
Mastercard Stock Draws Retail Buzz After Q1 Beat, CEO Says No Major ‘Upfronting Of Spending’ Yet
↗
May 02, 2025
Its gross dollar volume, which implies the total value of transactions processed, rose 9% to $2.4 trillion.
Via
Stocktwits
Topics
World Trade
Mastercard to Participate in Upcoming Investor Conferences
May 01, 2025
From
Mastercard Investor Relations
Via
Business Wire
Mastercard Lifts Annual Outlook After Q1 Beat, Fueled By Cross-Border Surge
↗
May 01, 2025
Mastercard Inc reported Q1 results, with net revenues of $7.25B (+14% Y/Y), exceeding estimates of $7.12B. Adjusted EPS also beat estimates at $3.73. Company expects mid-teen digit net revenue growth...
Via
Benzinga
Mastercard Continues Growing Steadily
↗
May 01, 2025
Although some metrics were lower than expected, they're moving in the right direction.
Via
The Motley Fool
Topics
Economy
World Trade
Wall Street Eyes 8th Positive Day As S&P 500 Recoups Tariff-Led Losses, Bitcoin Rallies To $97,000: What's Driving Markets Thursday?
↗
May 01, 2025
Wall Street pushed higher in midday trading, with the S&P 500 on track for its eighth consecutive gain — its longest winning streak since November 2023. The index rose about 1% to 5,560, fully...
Via
Benzinga
Topics
Government
Stocks
World Trade
Mastercard Incorporated First Quarter 2025 Financial Results Available on Company’s Website
May 01, 2025
From
Mastercard Investor Relations
Via
Business Wire
US Stock Futures Rise As Meta, Microsoft Earnings Fuel Optimism: GDP Slump Linked To Tariff Anticipation, Not Recession, Says Analyst
↗
May 01, 2025
U.S. stock futures rose early Thursday morning, following the robust earnings of two "Mag 7" companies after markets closed on Wednesday.
Via
Benzinga
Topics
Economy
Allstate Stock Slips As Q1 Profit Halves On California Wildfire Losses, Retail’s Bearish
↗
May 01, 2025
The firm’s catastrophe losses ballooned to $2.2 billion during the first quarter from $731 million in the year-ago quarter.
Via
Stocktwits
Mastercard Stock Climbs After-Hours As Wall Street Awaits Earnings: Tariff Impact, Cross-Border Trends In Spotlight
↗
May 01, 2025
Wall Street expects the payments firm to post earnings of $3.55 per share on revenue of $7.12 billion, according to FinChat data.
Via
Stocktwits
Topics
Government
World Trade
Nasdaq, Dow Jones Futures Rise On Meta, Microsoft Results: Apple Earnings Loom, Analyst Doubts New Bull Run For Stock Markets
↗
April 30, 2025
Notwithstanding the recent seven-session run, the S&P 500 Index ended April — a historically strong month — with a loss of 0.8%.
Via
Stocktwits
Topics
Economy
Stocks
World Trade
Corpay Interests Align Well With Mastercard: Analyst
↗
April 30, 2025
Corpay stock fell as it partners with Mastercard in cross-border payments, validating its B2B unit. Analyst sees growth potential.
Via
Benzinga
Examining the Future: Mastercard's Earnings Outlook
↗
April 30, 2025
Via
Benzinga
Mastercard Vs. Visa: Two Giants, One Payment War — Who's Ready To Outperform?
↗
April 30, 2025
Visa and Mastercard are the top players in the finance world, but Visa has been steady while Mastercard is more volatile. Investors should choose based on risk tolerance.
Via
Benzinga
The Smartest Blue Chip Stocks to Buy With $2,000 Right Now
↗
April 30, 2025
Via
The Motley Fool
Topics
Credit Cards
Economy
Government
These 3 Funds Offer Sky-High Yields of 15% or More and Trade at a Discount
↗
April 30, 2025
Via
The Motley Fool
Noveba Expands Digital Payment Capabilities with Google Pay Integration
April 30, 2025
Via
Press Release Distribution Service
Mastercard Bets On Cross-Border Payments With $300 Million Corpay Deal
↗
April 29, 2025
Mastercard and Corpay expand partnership to offer improved cross-border payment solutions, with Mastercard investing $300 million in Corpay's business.
Via
Benzinga
Mastercard Unveils Agent Pay, Pioneering Agentic Payments Technology to Power Commerce in the Age of AI
April 29, 2025
From
Mastercard Investor Relations
Via
Business Wire
Mastercard and Corpay Launch Strategic Partnership in Cross-Border Payments
April 29, 2025
From
Mastercard Investor Relations and Corpay
Via
Business Wire
Massive Coinbase News: PayPal Stablecoins and Bitcoin Loans
↗
April 29, 2025
Stablecoins could disrupt the financial system as we know it.
Via
The Motley Fool
Topics
Credit Cards
Ant Group's Alipay Hits 100 Million Users, Unveils New Chip To Power Fintech Expansion
↗
April 28, 2025
Alipay, Ant Group's mobile payment platform, reported 100M+ users for its tap-and-pay service. It introduced cashless society in China.
Via
Benzinga
Mastercard Unveils End-to-End Capabilities to Power Stablecoin Transactions – From Wallets to Checkouts
April 28, 2025
From
Mastercard Investor Relations
Via
Business Wire
American Express: Affluent Customers Don’t Leave Home Without It
April 26, 2025
American Express continues to show spending growth of 6% YoY for its affluent customer base in Q1 2025, which is better equipped to weather economic volatility.
Via
MarketBeat
Topics
Credit Cards
Economy
Are Epic Fights Brewing Over This Lucrative Apple Business?
↗
April 25, 2025
Via
The Motley Fool
Topics
Credit Cards
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