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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
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Quarterly Performance Reports
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MVS Program
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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
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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
)
303.76
-0.68 (-0.22%)
Official Closing Price
Updated: 7:00 PM EDT, Mar 24, 2026
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Options Traders’ Relaxed Hedging Against Visa (V) Stock May Offer a Hidden Bullish Signal
February 17, 2026
Despite a historically bad start to the new year, credit card giant Visa hasn’t sparked panicked hedging. That’s quite telling for V stock.
Via
Barchart.com
Topics
Credit Cards
Exclusive Links Strengthens Sales & Off Plan Teams Amid Dubai Market Expansion
February 17, 2026
Via
Press Release Distribution Service
The White House Is Threatening Card Issuers Again. Time to Buy Bank Stocks?
↗
February 17, 2026
Financial stocks are down partly due to Trump's calls for a cap on card interest rates.
Via
The Motley Fool
Topics
Credit Cards
Economy
Government
LEE'S FAMOUS RECIPE CHICKEN LAUNCHES HOMESTYLE HERO GIVEAWAY
February 17, 2026
February 17, 2026 -- Partners with Idahoan to honor local community heroes with a chance to win $500
Via
24-7 Press Release
Defying the Odds: US Retail Resilience in Early 2026 Ignites Soft Landing Optimism
February 16, 2026
The American consumer entered 2026 with an unexpected burst of energy, defying the gravitational pull of high interest rates and "sticky" core inflation. According to data released in mid-February,...
Via
MarketMinute
Topics
Economy
The Best Warren Buffett Stocks to Buy With $1,000 Right Now
↗
February 16, 2026
These two Warren Buffett stocks can deliver compelling long-term returns for patient investors.
Via
The Motley Fool
Topics
Artificial Intelligence
Credit Cards
Complete Guide to New Zealand Visa Process in 2026: Step-by-Step for First-Time Applicants
February 16, 2026
Via
BusinesNews Wire
Topics
Immigration
The Toll Booth Under Siege: A Deep-Dive into Visa Inc. (V) in 2026
February 16, 2026
As of February 16, 2026, Visa Inc. (NYSE: V) finds itself at a historic crossroads. For decades, the San Francisco-based payments giant has functioned as the "toll booth" of the global economy,...
Via
Finterra
Topics
Credit Cards
Economy
Fraud
If I Could Only Buy and Hold a Single Stock, This Would Be It.
↗
February 16, 2026
This one stock provides exposure to many other stocks representing multiple sectors.
Via
The Motley Fool
Topics
ETFs
Italy Sees Economic Boost From the Opening Weekend of the Olympic Winter Games Milano Cortina 2026
February 16, 2026
From
Visa Inc.
Via
Business Wire
2 Dividend Stocks to Hold for the Next 10 Years
↗
February 16, 2026
These two dividend stocks have long-term tailwinds and high dividend growth rates that should excite investors.
Via
The Motley Fool
Topics
Artificial Intelligence
Credit Cards
1 Safe-and-Steady Stock to Target This Week and 2 We Brush Off
February 15, 2026
A stock with low volatility can be reassuring, but it doesn’t always mean strong long-term performance. Investors who prioritize stability may miss out on higher-reward opportunities elsewhere.
Via
StockStory
Is Compass Stock a Buy After Barrier Capital Initiated a Position Worth Over $10 Million?
↗
February 15, 2026
Compass delivers cloud-based tools for real estate agents, integrating CRM, marketing, and operations on a unified digital platform.
Via
The Motley Fool
Top S&P500 movers in Friday's session
↗
February 13, 2026
Via
Chartmill
Expat Medical Insurance With No Waiting Period: Complete Guide
February 13, 2026
Via
BusinesNews Wire
Topics
Immigration
Nihao, China Unveils Ultimate 2026 Travel Guide: From Visa-Free Policies to Digital Survival Tips
February 12, 2026
Via
AB Newswire
Meet 8 Stocks That Possess the Greatest Competitive Advantage on the Face of the Planet
↗
February 12, 2026
If you focus on these kinds of companies, the quality of your portfolio will get an upgrade.
Via
The Motley Fool
Topics
Supply Chain
Pudgy Penguins (PENGU) Lifts After Visa Debit Card Reveal: What You Should Know
↗
February 12, 2026
The official cryptocurrency of Pudgy Penguins (PENGU) rose on Wednesday after the popular NFT collection teased a cryptocurrency debit card as part of its push into consumer finance.
Via
Benzinga
3 Financials Stocks to Target This Week
February 11, 2026
Financial institutions play a critical role, offering everything from consumer banking to wealth management and specialized financial solutions. But worries about economic uncertainty and potential...
Via
StockStory
Topics
Stocks
I Predicted That ExxonMobil Would Join the $1 Trillion Club by 2030, But the Stock Is Already Up 24% in 2026. Is the High-Yield Dividend Stock Still a Buy Now?
↗
February 11, 2026
Energy stocks are in the spotlight, and ExxonMobil is best in breed.
Via
The Motley Fool
Topics
Artificial Intelligence
Visa to Participate in Upcoming Investor Conferences
February 11, 2026
From
Visa Inc.
Via
Business Wire
The Great Integration: Why 2026 is the Year of the Bank-Fintech Fire Sale
February 11, 2026
The financial services landscape of February 2026 has been defined by a ruthless "survival of the smartest," as the era of the fintech unicorn has officially given way to the era of the vertically...
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Capital One Crowns Credit Kingdom: $5.15 Billion Brex Deal Seals Status as America’s Largest Card Issuer
February 11, 2026
In a move that definitively reshapes the American financial landscape, Capital One Financial Corp (NYSE: COF) has announced the acquisition of fintech unicorn Brex for $5.15 billion. The deal,...
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Earnings
Affirm and Wayfair Expand Partnership to UK and Canada: A Strategic Leap for BNPL in 2026
February 10, 2026
In a move that signals a bold new chapter for the cross-border e-commerce and fintech sectors, Affirm (NASDAQ: AFRM) and Wayfair (NYSE: W) announced on February 5, 2026, the official expansion of their...
Via
MarketMinute
Topics
Credit Cards
Economy
What's Driving the Market Sentiment Around Visa Inc?
↗
February 10, 2026
Via
Benzinga
The White House Issues a Major Warning: Why Investors in These 2 S&P 500 Stocks Shouldn't Worry.
↗
February 10, 2026
President Donald Trump continues his push to improve affordability for Americans.
Via
The Motley Fool
Topics
Credit Cards
Government
Stocks
Watch Out Robinhood, SoFi And Block: MrBeast Is Coming For Gen-Z Fintech
↗
February 10, 2026
Fresh off a Super Bowl buzz, Jimmy Donaldson is betting his massive Gen Z reach on financial services.
Via
Stocktwits
Provident Dumps 490,000 MapleBear Shares Worth $18 Million
↗
February 09, 2026
Maplebear Inc. connects North American households with personal shoppers through its technology-driven grocery delivery platform.
Via
The Motley Fool
Topics
Regulatory Compliance
Why Even Mega-Bull Dan Ives Lowered His Price Target on Amazon Stock After the CapEx Shock
February 09, 2026
Amazon’s $200 billion capex plan rattled Wall Street so much that even bull Dan Ives trimmed his target, despite AWS and ads still firing at full cylinders.
Via
Barchart.com
Topics
Artificial Intelligence
USA EB-5 Investor Visa Applications In 2026: Qualified Legal Services Announced
February 09, 2026
Via
Press Release Distribution Service
Topics
Economy
Immigration
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