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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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Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
)
568.57
+5.44 (+0.97%)
Official Closing Price
Updated: 7:00 PM EST, Jan 5, 2026
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Visa, Mastercard Near Historic Settlement With Merchants: Could Cut Fees, Let Stores Reject Rewards Cards
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November 09, 2025
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XRP Adoption Surges, But Price Struggles Amid Market Uncertainty
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November 07, 2025
XRP adoption rises with Mastercard’s stablecoin testing, but price continues to fall due to market uncertainty and legal risks.
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Ripple’s $500M Investment and $40B Valuation: A Watershed Moment for Institutional Crypto Adoption
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Unpacking Q3 Earnings: Mastercard (NYSE:MA) In The Context Of Other Credit Card Stocks
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FIRETRAIL Investments Sells Off All 138K RYAN Shares Worth $9.3 Million
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November 06, 2025
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Mastercard Stock: Is Wall Street Bullish or Bearish?
November 06, 2025
Mastercard has underperformed the broader market over the past year, but analysts are highly optimistic about the stock’s prospects.
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XRP Eyes $2.5 On Latest Funding Round, Mastercard Partnership
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November 06, 2025
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Better Growth Stock: Robinhood vs. Mastercard
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November 06, 2025
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Via
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Ripple, Mastercard, WebBank, and Gemini Unveil Landmark Stablecoin Settlement Initiative
November 06, 2025
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American Households Drown in Record Debt, Forcing Fed's Hand on Rate Cuts
November 05, 2025
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Stablecoins Under the Microscope: Unprecedented Growth Meets Global Regulatory Gauntlet
November 05, 2025
November 5, 2025 – The cryptocurrency ecosystem is witnessing a pivotal transformation as stablecoins ascend to unprecedented levels of popularity and utility, simultaneously navigating an increasingly...
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AI in Fintech Market Set to Explode, Projecting a Staggering US$ 70 Billion by 2033
November 05, 2025
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Mastercard Eyes $2 Billion Zero Hash Acquisition: A New Era for TradFi-Crypto Convergence
November 05, 2025
November 5, 2025 – In a move that could redefine the integration of traditional finance with the burgeoning digital asset ecosystem, global payments giant Mastercard (NYSE: MA) is reportedly in...
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PhotonPay Highlights Global Payment Innovation at Money20/20 USA 2025
November 04, 2025
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Topics
Artificial Intelligence
Mastercard to Participate in Upcoming Investor Conferences
November 04, 2025
From
Mastercard Investor Relations
Via
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