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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
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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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Visa
(NY:
V
)
349.77
-2.46 (-0.70%)
Official Closing Price
Updated: 7:00 PM EST, Jan 9, 2026
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According to the latest 13F filings, several major institutional investors increased their holdings in Visa Inc.
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Market Roars into December: Dow, S&P 500, and Nasdaq Secure Best Weekly Gains Since June on Black Friday High
November 28, 2025
New York, NY – November 28, 2025 – The U.S. stock market concluded its shortened Black Friday 2025 trading session with a resounding flourish, as the Dow Jones Industrial Average (DJIA), S&P 500, and...
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The Great Digital Migration: Is a Major Market Rotation into Crypto Imminent?
November 28, 2025
As of late 2025, the cryptocurrency market finds itself at a fascinating crossroads, with prominent financial analysts like those at The Motley Fool (NASDAQ: MF) increasingly discussing the potential...
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Goldman Sachs Reportedly Identifies Six Stocks That Are Favorites Of Mutual Funds And Hedge Funds
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November 28, 2025
These stocks are present in Goldman’s “Hedge Fund VIP” list as well as its “Mutual Fund Overweight basket.”
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Dow Industrials Erase November Losses: A Beacon of Optimism Amidst Market Crossroads
November 28, 2025
The Dow Jones Industrial Average (DJIA) has staged a remarkable comeback, successfully erasing its November 2025 losses by the month's final trading day, Friday, November 28, 2025. This significant...
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Visa-Aquanow Partner To Expand Stablecoin Settlements In CEMEA Region
↗
November 28, 2025
Visa partners with Aquanow to enable USDC stablecoin settlements, reducing costs, friction, and settlement times across CEMEA.
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November 27, 2025
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Visa Partners With Aquanow To Boost Stablecoin Use Across CEMEA
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November 27, 2025
Visa partners with Aquanow to expand USDC stablecoin settlements across CEMEA, aiming for faster, cheaper cross-border payments.
Via
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Digitap ($TAP) Presale Ignites Investor Interest with Omni-Bank Vision and Black Friday Boost
November 26, 2025
The cryptocurrency landscape is buzzing with attention as the Digitap ($TAP) presale gains significant traction, positioning itself as a standout project with real-world utility just ahead of Black...
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How to Choose the Best 485 Visa Health Insurance in 2025
November 25, 2025
If you’ve recently graduated from an Australian institution and are applying for a Temporary Graduate (subclass 485) visa, securing the right health insurance is one of the most important steps in your...
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Forget The Hoodie Hacker — Visa Says Today's Criminals Look More Like AI-Powered Startups
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November 25, 2025
Visa's Fall 2025 Threats Report reveals the rise of AI-powered financial crimes, as scammers use sophisticated tools and tactics to evade detection.
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Digitap ($TAP) is the Top Crypto Presale Pick Ahead of Its Major Visa Integration
November 25, 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...
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Visa taps into esports with M7 World Championship partnership to empower youths through digital payments
November 24, 2025
SINGAPORE - Media OutReach Newswire - 25 November 2025 - Visa inked a landmark partnership with the M7 World Championship (M7), marking its first...
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MediaOutReach
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1 Reason I Will Never Sell Visa
↗
November 24, 2025
The company's growth opportunities continue to expand as the global financial system develops.
Via
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Plot Twist: Credit Card Giants Are Emerging As Crypto Disruptors
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November 24, 2025
Once upon a time, cryptocurrencies were supposed to destroy traditional payment processors? Plot twist: the credit card giants are now becoming crypto companies themselves.
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Bitcoin’s Sell-Off: Is the Crypto Winter Truly Over, or Just Paused?
November 24, 2025
Analysts Declare the Bottom While Market Grapples with Lingering Fear In a period marked by significant market turbulence, prominent crypto analysts have offered a beacon of hope, claiming that the...
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Watch Out for Fraud While Holiday Shopping
November 24, 2025
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November 22, 2025
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Prediction: This Warren Buffett Stock Will Join Berkshire Hathaway in the $1 Trillion Club by 2030
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November 22, 2025
Visa's earnings growth could slow, and it could still deliver better returns than the S&P 500.
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Blockchain: The Unseen Engine Driving Crypto’s Explosive Evolution Towards 2026
November 21, 2025
As of late 2025, the cryptocurrency industry stands on the precipice of unprecedented growth, and at its very core lies the indispensable, often understated, power of blockchain technology. Far from...
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$1000 Invested In Visa 10 Years Ago Would Be Worth This Much Today
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November 21, 2025
Via
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BitGW Enables Instant Crypto Payments
November 21, 2025
Via
Press Release Distribution Service
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