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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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Read FULL Seminar Here
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MARKET RESEARCH
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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
)
355.88
-1.68 (-0.47%)
Official Closing Price
Updated: 7:00 PM EST, Jan 7, 2026
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From Monzo to Revolut, Neobanks Lag on Stablecoin Rails as Digitap ($TAP) Emerges Best Crypto to Buy 2026
December 10, 2025
BTCPressWire was founded by PR veterans, so we understand your pain points and know how to address them.
Via
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Immigration Lawyers Streamlining Complex Visa and Immigration Processes
December 09, 2025
Via
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Topics
Immigration
Unlocking Everyday Crypto: The 7 Best Crypto Cards Poised to Dominate Shopping in 2026
December 09, 2025
As of late 2025, the cryptocurrency landscape is on the cusp of a significant transformation, with crypto debit and credit cards emerging as pivotal instruments in bridging the gap between digital...
Via
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Topics
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Credit Cards
Economy
5 Bold Predictions for the Stock Market in 2026
↗
December 09, 2025
Here are some things I think are more likely to happen in 2026 than the experts seem to believe.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Golden Visa for Property Owners in the UAE
December 04, 2025
Via
GlobePRwire
Da Nang is Asia’s Best-Kept Secret for Digital Nomads in 2026 – Here’s Why
December 01, 2025
Via
AB Newswire
Enjoy the Holidays, Not the Stress: Tips to Stay on Budget This Year
December 09, 2025
Via
Brandpoint
Topics
Economy
2 Financials Stocks with Exciting Potential and 1 We Turn Down
December 08, 2025
Financial firms serve as the backbone of the economy, providing essential services from lending and investment management to risk management and payment processing. Still, investors are uneasy as...
Via
StockStory
Topics
Economy
Stocks
Retail Money Floods Into the Digitap ($TAP) Crypto Presale
December 08, 2025
BTCPressWire was built by PR veterans, so we know your pain points, and we know how to solve them.
Via
GlobePRwire
This Visa Analyst Turns Bullish; Here Are Top 5 Upgrades For Monday
↗
December 08, 2025
Via
Benzinga
Solana Liquidity Dries Up, But Digitap ($TAP) Volume Explodes in Final 24 Hours of Cyber Monday Sale
December 06, 2025
Crypto PR distribution involves sending company news to media outlets in the blockchain sector. Instead of generic distribution, BTCPressWire ensures distribution to hyper-targeted news outlets that...
Via
GlobePRwire
Topics
ETFs
Regulatory Compliance
3 Stocks to Profit from the $1 Trillion Holiday Shopping Bonanza
↗
December 05, 2025
Wall Street doesn't have holiday sectors but holidays are a $1 trillion cash cow. Best stocks to profit are Visa, PayPal, and Square.
Via
Benzinga
The Unseen Hand: Congressional Leaders Under Fire for Alleged Stock Market Outperformance
December 04, 2025
Washington D.C. – December 4, 2025 – A persistent and increasingly vocal debate continues to plague the halls of Congress, centering on allegations that elected officials are leveraging their unique...
Via
MarketMinute
Topics
Bonds
ETFs
World Trade
Visa Expands Into Syria, Enabling EMV Cards, Digital Wallets
↗
December 04, 2025
Visa partners with Syria's Central Bank to launch EMV cards, digital wallets and modern payments infrastructure, helping MSMEs access the global digital economy.
Via
Benzinga
Topics
Economy
A Practical Guide to Long-Term Living in Indonesia: For Diaspora, Foreign Spouses, Second-Home Seekers, and Digital Nomads
December 04, 2025
Via
AB Newswire
Topics
Immigration
Emirates Digital Press Releases the 2026 Edition of Its Flagship “Dubai Business Setup Guide” – A Comprehensive 261-Page Roadmap for Starting a Business in Dubai
December 04, 2025
Via
AB Newswire
Here's How Much You Would Have Made Owning Visa Stock In The Last 10 Years
↗
December 04, 2025
Via
Benzinga
Visa Launches Global Art Collection to Elevate Creators and Celebrate the FIFA World Cup 26™
December 04, 2025
From
Visa Inc.
Via
Business Wire
Visa And Circle Team Up To Launch Vietnam's First AI PayLater Card
↗
December 04, 2025
Visa Inc. and Pismo have partnered with Circle Asia Technologies to launch Vietnam's first AI-powered PayLater card.
Via
Benzinga
Topics
Artificial Intelligence
Retirement Citizenship Presents | The Great Migration: Why H-1b Employees are Trading American Uncertainty for Portuguese (And EU) Stability
December 03, 2025
Via
AB Newswire
Topics
Immigration
Retirement
Student EB-5 Announces | Why the EB-5 Visa is the Most Direct and Effective Solution to the Aging out Crisis
December 03, 2025
Via
AB Newswire
Topics
Immigration
New 2026 Portugal Golden Visa Guide Released by Retirementcitizenship.com
December 03, 2025
Via
AB Newswire
Prediction: Dogecoin Is Going to Plunge to $0.05 in 2026
↗
December 03, 2025
Dogecoin had a very rough year in 2025, but things could get even worse in 2026.
Via
The Motley Fool
Topics
Government
America's Most Festive Garages Wanted for Garage.com's 2025 Holiday Contest
December 02, 2025
Via
PRLog
How to Book a Consultation with a Migration Expert for an Australian Partner Visa?
December 02, 2025
Via
AB Newswire
H-1B Visa Lawyer in San Diego, CA, Sees Increased Activity as Annual Filing Season Approaches
December 02, 2025
Via
AB Newswire
Topics
Immigration
Visa Survey Finds AI and Crypto Poised to Transform U.S. Holiday Spending
December 02, 2025
From
Visa Inc.
Via
Business Wire
Is Capital One Financial Stock Outperforming the S&P 500?
December 02, 2025
Due to Capital One Financial’s strong performance relative to the S&P 500 Index over the past year, analysts are bullish about the stock’s prospects.
Via
Barchart.com
Topics
Credit Cards
Stocks
Why Top Investors Are Buying Visa Inc.
↗
December 01, 2025
According to the latest 13F filings, several major institutional investors increased their holdings in Visa Inc.
Via
Talk Markets
MOVA Emerges as a Financial-Grade Blockchain Redesigning the Settlement Layer in the Age of RWA
December 01, 2025
Via
Press Release Distribution Service
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