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home
about us
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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
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Tamar Advisors
Own Your Practice
Letter to Clients
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contact us
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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
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Sample Portfolio
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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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
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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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1 Prediction for Visa in 2026
↗
February 02, 2026
As a leader in card payments, Visa is critical for commerce around the world.
Via
The Motley Fool
Topics
Economy
WeChange Launches Across 190+ Countries to Expand Crypto Access Worldwide
February 02, 2026
Budapest, Hungary, 2nd February 2026, ZEX PR WIRE— WeChange, a noncustodial global crypto onramp, announces the official launch of its noncustodial fiat-to-crypto on-ramp, designed to simplify how...
Via
Zexprwire
Topics
Economy
Visa vs. Mastercard: Which Will Make You Richer?
↗
February 02, 2026
Both companies just reported impressive revenue and earnings gains.
Via
The Motley Fool
After a 60% Slide, One Fund Cuts Exposure to This Healthcare Tech Stock by $12.5 Million
↗
February 01, 2026
This healthcare technology firm develops robotic surgical systems for minimally invasive urology procedures targeting BPH treatment.
Via
The Motley Fool
Topics
Regulatory Compliance
Visa Inc. (NYSE:V) Reports Mixed Q1 2026 Results with Revenue Beat and EPS Miss
↗
January 29, 2026
Via
Chartmill
2 No-Brainer Warren Buffett Stocks to Buy Right Now
↗
February 01, 2026
You can take a set-it-and-forget-it approach with these two industry leaders.
Via
The Motley Fool
Topics
Credit Cards
USA B1 & B2 Visitor Visa To Legal Status: Immigration Pathway Service Launched
January 31, 2026
Via
Press Release Distribution Service
Topics
Immigration
2 Financial Stocks Poised for a Comeback in 2026
↗
January 31, 2026
The sell-off in Mastercard and Visa is a tremendous buying opportunity for long-term investors.
Via
The Motley Fool
Topics
Credit Cards
Government
Muay Thai Visa Thailand (MTVT) Says Thailand's Student Loophole Is Closing
January 31, 2026
January 31, 2026 -- As the 'Student Loophole' Closes, MTVT Guides You Through the Transition to DTV and Legitimate ED Visas for Sustainable Long-Term Residency.
Via
24-7 Press Release
The Platinum Moat: American Express Projects Record 2026 Profits as High-End Spending Defies Economic Gravity
January 30, 2026
The Platinum Moat: American Express Projects Record 2026 Profits as High-End Spending Defies Economic Gravity On January 30, 2026, American Express (NYSE:AXP) delivered a powerful signal of confidence...
Via
MarketMinute
Topics
Credit Cards
Earnings
Economy
Mastercard Earnings Beat: Stock Climbs on Resilient Consumer Spending
January 30, 2026
Mastercard Incorporated (NYSE: MA) reported a significant earnings beat for the fourth quarter of 2025, sending its stock price climbing over 2% in early trading on January 30, 2026. The financial...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Visa Defies Economic Gravity: Resilient Consumer Spending Drives Strong Start to Fiscal 2026
January 30, 2026
SAN FRANCISCO — In a financial climate marked by fluctuating consumer sentiment and persistent inflationary pressures, payments giant Visa Inc. (NYSE: V) has once again demonstrated its role as a...
Via
MarketMinute
Topics
Earnings
Economy
Fraud
Beyond The Numbers: 7 Analysts Discuss Visa Stock
↗
January 30, 2026
Via
Benzinga
Economic Alarm Bells: LEI Index Slips 0.3% as US Economy Navigates a Fragile 2026 Start
January 30, 2026
The Conference Board’s Leading Economic Index (LEI) recorded a 0.3% slip in its latest reading, signaling a cooling trajectory for the United States economy as it enters the new year. This downturn,...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
World Trade
How VisaWire's AI Platform Helps Visa Consultancies Cut Processing Time by 75%
January 30, 2026
Via
PRLog
Topics
Artificial Intelligence
Immigration
Berkeley Loads Up on Morningstar, Buys $3.8 Million of the Stock
↗
January 30, 2026
Morningstar delivers independent investment research and financial data solutions to professionals and institutions worldwide.
Via
The Motley Fool
Topics
ETFs
Retirement
Visa Posts Growth, But Currency And Caution Cloud The Story
↗
January 30, 2026
Despite strong growth, full-year guidance remains unchanged, why this Goldman Sachs analyst maintains a Buy rating and changes the stock price target.
Via
Benzinga
Resilient Consumer Spending Propels Mastercard to Record Highs: A Look at the 2025 Year-End Performance
January 30, 2026
The global financial landscape at the start of 2026 remains a study in contradictions, yet for Mastercard (NYSE: MA), the narrative is one of undeniable strength. Following its fourth-quarter earnings...
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Economy
EDGE Boost Streamlines Betting Deposits with Compliant Crypto-to-USD Conversion from Approved Exchanges
January 30, 2026
San Diego, California--(Newsfile Corp. - January 30, 2026) - EDGE Boost by EDGE Markets,...
Via
Newsfile
Topics
Credit Cards
Law Enforcement
American Express Signals Affluent Resilience with 16% Dividend Hike and Record 2025 Results
January 30, 2026
American Express (NYSE: AXP) shares surged today as the financial services giant capped off a record-breaking 2025 with a bold 16% increase in its quarterly dividend, signaling unwavering confidence in...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Fraud
Visa Defies Economic Jitters with Record Q1 Results as Value-Added Services Fuel Growth
January 30, 2026
In a week marked by turbulent consumer sentiment and shifting macroeconomic forecasts, Visa Inc. (NYSE: V) delivered a resounding vote of confidence in the global economy. Reporting its fiscal...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Trump May Tap Robinhood To Manage Pre-401K Initiative, Companies Contribute
↗
January 30, 2026
President Donald Trump this week announced the launch of the "Trump Accounts" savings plans for children. These firms are involved.
Via
Investor's Business Daily
Topics
Government
Visa (V) Q1 2026 Earnings Call Transcript
↗
January 30, 2026
Visa (V) Q1 2026 Earnings Call Transcript
Via
The Motley Fool
Topics
Earnings
3 Reasons Berkshire Hathaway Can Thrive in Its Post-Buffett Era
↗
January 30, 2026
The loss of the "Buffett premium" has put the shares on sale.
Via
The Motley Fool
Topics
Credit Cards
Why Visa Is a Top Dividend Stock Despite a Yield Under 1%
↗
January 30, 2026
Here's how its dividend could grow 12-fold from today's levels.
Via
The Motley Fool
Topics
Credit Cards
Earnings
Visa (NYSE:V) Posts Better-Than-Expected Sales In Q4 CY2025
January 29, 2026
Global payments technology company Visa (NYSE:V) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 14.6% year on year to $10.9 billion. Its non-GAAP profit of $3.17...
Via
StockStory
Mastercard Surges as Q4 Earnings Smash Estimates; Resilient Consumer Spending Ignites Payment Sector Rally
January 29, 2026
Mastercard Incorporated (NYSE: MA) shares climbed nearly 3% on Thursday, January 29, 2026, after the payments giant delivered a robust fourth-quarter earnings report that handily outpaced Wall Street...
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Earnings
Visa Stock Slips Despite Q1 Earnings Beat
↗
January 29, 2026
Here's a look inside the Q1 earnings report from Visa.
Via
Benzinga
Visa Fiscal First Quarter 2026 Financial Results
January 29, 2026
From
Visa Inc.
Via
Business Wire
Capital One Stock Weak After Earnings, Brex Deal in Focus
↗
January 29, 2026
Via
MarketBeat
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