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home
about us
Investment Approach
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Market Analysis Summary
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Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
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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
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
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MasterCard
(NY:
MA
)
562.95
-13.00 (-2.26%)
Official Closing Price
Updated: 7:00 PM EDT, Aug 7, 2026
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Mastercard Unveils New Tools and Collaborations to Power Smarter, Safer Agentic Commerce
September 10, 2025
From
Mastercard Investor Relations
Via
Business Wire
Stablecoins Surge: A Trillion-Dollar Tsunami Reshapes Global Finance in 2025
September 09, 2025
The digital finance landscape is undergoing a monumental transformation, spearheaded by the explosive growth of stablecoins throughout 2024 and 2025. These seemingly innocuous digital assets, pegged to...
Via
MarketMinute
Topics
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Economy
Initial Public Offering
Mastercard Unveils Customizable Decisioning Solution for Financial Institutions
September 09, 2025
From
Mastercard Investor Relations
Via
Business Wire
What the Options Market Tells Us About Mastercard
↗
September 08, 2025
Via
Benzinga
A Look Into Mastercard Inc's Price Over Earnings
↗
September 04, 2025
Via
Benzinga
The Privacy Imperative: Zero-Knowledge Proofs (ZKPs) Usher in a New Era for Blockchain and Finance
September 08, 2025
The financial world is on the cusp of a profound transformation, driven by the quiet but powerful emergence of Zero-Knowledge Proofs (ZKPs). This revolutionary cryptographic technique is rapidly...
Via
MarketMinute
Topics
Data Breach
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The Stablecoin Era Dawns: New Regulations Pave Way for Trillion-Dollar Digital Finance Future
September 08, 2025
The global financial landscape is on the cusp of a profound transformation as stablecoins, once fringe digital assets, cement their pivotal role in the burgeoning crypto market. With transaction...
Via
MarketMinute
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Bonds
Derivatives
Economy
What the Options Market Tells Us About Mastercard
↗
August 29, 2025
Via
Benzinga
These Were the 5 Top-Performing Stocks in the Dow Jones Industrial Average in August 2025
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September 07, 2025
Good news and some surprise investments fueled Dow winners in August.
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6 Under-the-Radar Cryptocurrencies With Incredible Growth Potential
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September 07, 2025
These innovative crypto projects may surprise you.
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Which Cryptocurrency Will Boom in the Second Half of 2025?
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September 06, 2025
2025 may be remembered as the year cryptocurrencies finally went mainstream.
Via
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Regulatory Compliance
10 Financials Stocks With Whale Alerts In Today's Session
↗
September 05, 2025
Via
Benzinga
MasterCard Executive Says Blockchain is a Payment Technology, Not Revolution
September 05, 2025
Via
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Cardano Price Dips Again As Rollblock Captures Whales Seeking 4,500% Gains This Cycle
September 04, 2025
Cardano whales are jumping ship. After unloading 30 million ADA, large holders are now redirecting capital into Rollblock, chasing what some call the next 4,500% gainer of the cycle. While the Cardano...
Via
Worldnewswire
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World Trade
The Fed's Tightrope Walk: Balancing Inflation and Growth Amidst Rate Cut Speculation
September 04, 2025
The Federal Reserve is currently caught in a precarious balancing act, navigating a complex economic landscape defined by persistent inflation, a softening labor market, and mounting pressure to adjust...
Via
MarketMinute
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Prediction: After Soaring by 68% So Far This Year, This Cathie Wood Stock Is Poised for Even More Monster Gains
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September 04, 2025
Shares of SoFi have rocketed by 68% this year, but new catalysts could unlock further gains.
Via
The Motley Fool
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1 High-Flying Stock for Long-Term Investors and 2 We Avoid
September 04, 2025
"You get what you pay for" often applies to expensive stocks with best-in-class business models and execution. While their quality can sometimes justify the premium, they typically experience elevated...
Via
StockStory
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Winners And Losers Of Q2: American Express (NYSE:AXP) Vs The Rest Of The Credit Card Stocks
September 03, 2025
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at American Express (NYSE:AXP) and the best and...
Via
StockStory
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Federal Reserve To Host October Conference On Convergence Of Traditional And Decentralized Finance
↗
September 03, 2025
The U.S. Federal Reserve will host a payments innovation conference on Oct. 21 with a focus on traditional and decentralized finance, stablecoins, AI, and tokenization.
Via
Benzinga
Topics
Artificial Intelligence
Economy
Winnipeg Fence Contractor Now Accepts All Major Credit Cards
September 03, 2025
Via
GetFeatured
Topics
Credit Cards
3 Dividend Stocks Perfect for Millennial Investors
↗
September 03, 2025
These names bring good lower-risk growth potential to the table, but also generate reliable -- and growing -- income in the meantime.
Via
The Motley Fool
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Here's How Much $100 Invested In Mastercard 15 Years Ago Would Be Worth Today
↗
September 02, 2025
Via
Benzinga
Is D-Wave Quantum Stock a Buy Now?
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September 01, 2025
The quantum computing pioneer still has a bright future.
Via
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BuySellVouchers Named the #1 Crypto Gift Card Marketplace for Global Reach and Industry-Low Fees
August 31, 2025
Via
Press Release Distribution Service
2 Profitable Stocks to Research Further and 1 That Underwhelm
August 31, 2025
While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies - as Jeff Bezos said, "Your margin is my...
Via
StockStory
Gemini and Ripple Launch XRP Credit Card; Rich Miner Cloud Mining Offers New Profit Opportunities for XRP Holders
August 30, 2025
Via
GlobePRwire
Topics
Credit Cards
10 Financials Stocks With Whale Alerts In Today's Session
↗
August 28, 2025
Via
Benzinga
Market's Great Rebalancing: Cyclicals, Small Caps Surge as Tech's Reign Softens
August 28, 2025
The financial markets are witnessing a profound rebalancing act, shifting away from the long-standing dominance of a handful of mega-cap technology giants towards a broader, more diversified landscape....
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Supply Chain
YCG Loads Up Nearly 5,000 Fair Isaac Shares in Q2 2025
↗
August 28, 2025
Via
The Motley Fool
The Clubhouse Casino Nominated for Operator of the Year - Small Organisation at SBC Awards 2025
August 27, 2025
Canberra () August 27, 2025 -- Prestigious Nomination Highlights The Clubhouse Casino's Excellence in Innovation, Player Experience, and Growth in the Global Online Gaming Industry
Via
Prodigy
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