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home
about us
Investment Approach
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Market Analysis Summary
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Team Biographies
Firm ADV PDFs
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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
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
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MasterCard
(NY:
MA
)
502.76
+3.83 (+0.77%)
Official Closing Price
Updated: 7:00 PM EDT, Mar 25, 2026
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Trump’s 10% Credit Card Rate Cap Explained: Are Visa, Mastercard, American Express At Risk?
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$1000 Invested In Mastercard 15 Years Ago Would Be Worth This Much Today
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Coca-Cola, American Express, and Moody's are all evergreen stocks.
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Visa vs. Mastercard: Which Is the Better Growth Stock for 2026?
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January 06, 2026
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January 06, 2026
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Mastercard is expected to release its fiscal fourth-quarter earnings soon, and analysts project a low double-digit profit growth.
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The End of the Search Bar: How Google’s AI Agents are Rewriting the Rules of Commerce
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As the 2025 holiday season draws to a close, the digital landscape has shifted from a world of "search-and-click" to one of "intent-and-delegate." Alphabet Inc. (NASDAQ: GOOGL) has fundamentally...
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Quantum Fever: D-Wave Quantum’s Volatile 2025 Ends with Options Frenzy and Commercial Breakthroughs
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What Does the Market Think About Mastercard Inc?
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December 30, 2025
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JPMorgan Chase Is Getting New Strategic Leadership, Courtesy of Berkshire Hathaway
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Financial providers use their expertise in capital allocation and risk assessment to help facilitate economic growth while offering consumers and businesses essential financial services. Still,...
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Why GE Vernova, PG&E and Mastercard Are Income Boosters for 2026
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Nike's Holiday Volatility: Inside the Swoosh's $10 Billion Rollercoaster and the 2025 Retail Pivot
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The 2025 holiday shopping season has proven to be a trial by fire for Nike (NYSE: NKE). As of December 26, 2025, the athletic apparel giant is emerging from a period of intense stock volatility that...
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The Best Warren Buffett Stock to Invest $1,000 in Right Now
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Visa is still an evergreen stock for long-term investors.
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The Toll Booth of Global Commerce: A Deep-Dive Into Visa Inc. (NYSE: V)
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As of December 25, 2025, Visa Inc. (NYSE: V) remains the undisputed titan of the global payments industry, functioning as the primary "toll booth" for digital commerce across more than 200 countries....
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2 Warren Buffett Stocks To Buy Hand Over Fist and 1 To Avoid
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This may be your last chance to step into a name you know is 100% Buffett-approved. Just know that the Oracle of Omaha's approval alone still isn't a guarantee of success.
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