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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
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EVENTS
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Event Schedule
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Investing During Uncertain Times
Read FULL Seminar Here
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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
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Updated: 7:00 PM EDT, Aug 7, 2026
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Forget 1:1 Returns: The Double-Leveraged Secret to Outperforming the S&P Financials
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February 22, 2026
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The 1 Stock I'd Buy Before American Express Right Now
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February 21, 2026
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February 21, 2026
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February 21, 2026
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February 20, 2026
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February 20, 2026
Both companies are spending heavily on AI this year.
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Decoding Visa's Options Activity: What's the Big Picture?
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February 20, 2026
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EB-5 Visa Investment Requirements & Deadlines In 2026: Expert Guidance Released
February 20, 2026
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Why Many Green Card Cases Stall – and How Experienced Counsel Keeps Them Moving
February 19, 2026
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Why Genuine Relationships Still Face UK Spouse Visa Refusals
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Why E-2 Visa Applications Fail – and How Strategic Legal Planning Prevents Refusals
February 19, 2026
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The Green Card Journey: Legal Pathways, Pitfalls, and Long-Term Strategy
February 19, 2026
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The E-2 Investor Visa Explained: What Successful Applicants Do Differently
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Financial Thresholds, Evidence, and Appeals: The Reality of UK Spouse Visas
February 19, 2026
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Why L-1 Visa Petitions Are Heavily Scrutinized – and How Strong Cases Are Built
February 19, 2026
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Why B-1/B-2 Visa Refusals Happen – and What Officers Are Really Looking For
February 19, 2026
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Visitor Visas Are Not Simple: The Legal Risks Hidden in B-1/B-2 Applications
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From a US-UK Immigration Attorney: A Strategic Guide to the UK Expansion Worker Visa for Global Market Entry
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Visa To Acquire Argentina's Prisma, Newpay From Advent
↗
February 19, 2026
Advent International, a leading global private equity investor, announced on Thursday, that it has entered into a definitive agreement to sell Prisma and Newpay to Visa Inc (V).
Via
Benzinga
Where Will American Express (AXP) Stock Be in 2030?
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February 19, 2026
The financial services giant has a bright future.
Via
The Motley Fool
Topics
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Economy
Government
Visa to Acquire Prisma Medios de Pago and Newpay in Argentina
February 19, 2026
From
Visa Inc.
Via
Business Wire
Visa Renews Partnership Across Red Bull Formula One Teams
February 19, 2026
From
Visa Inc
Via
Business Wire
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
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