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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Client Information
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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
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
)
357.56
+3.76 (+1.06%)
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Updated: 7:00 PM EST, Jan 6, 2026
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3 Hot Stocks Just Raised Dividends—1 for the First Time Ever
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On 28 October, Visa increased its dividend by 13.56%, from 59¢ to 67¢ per share.
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November 03, 2025
Berkshire Hathaway's famous stock portfolio is the crown jewel of Buffett's career.
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Visa Stock: Stablecoin Card Spending Quadruples As Crypto Integration Grows
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November 02, 2025
Visa's Q4 stablecoin card spending quadrupled year-over-year as the company expands support to four stablecoins across multiple blockchains.
Via
Talk Markets
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Institutional Tsunami: Traditional Finance Dives Deep into Crypto, Reshaping Markets by Late 2025
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Prediction: These 2 Magnificent S&P 500 Growth Stocks Will Crush the Market Over the Next 5 Years
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2 No-Brainer Warren Buffett Stocks to Buy Right Now
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American Express and Visa are great additions for any investor focused on long-term growth.
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Bybit and Thredd Forge Global Alliance to Supercharge Crypto Payments with Expanded Debit Card Rollout
October 30, 2025
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Here’s What a $362 Million Visa Stock Sale Signals for Long-Term Investors
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October 30, 2025
Here’s What a $362 Million Visa Stock Sale Signals for Long-Term Investors
Via
The Motley Fool
Topics
Regulatory Compliance
Visa Data Shows Surging Travel to Italy Ahead of 2026 Olympic Winter Games
October 30, 2025
From
Visa Inc.
Via
Business Wire
As Mastercard Eyes Blockchain Future, Investors Brace For Q3 Earnings
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October 30, 2025
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Via
Stocktwits
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Visa Posts Strong Double-Digit Growth -- Time to Buy the Stock?
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October 30, 2025
The cash cow keeps on delivering.
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Visa Expands Crypto Push With Mysterious Blockchain Integration Plan
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October 29, 2025
Visa announces support for four new stablecoins on four blockchains, expanding its crypto payments network with undisclosed details.
Via
Talk Markets
Visa to Participate in Upcoming Investor Conferences
October 29, 2025
From
Visa Inc.
Via
Business Wire
Passport Express Introduces Enhanced Expedited Passport and Visa Processing Services to Meet Growing Travel Demands
October 29, 2025
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AB Newswire
Market Sentiment: Will Crypto End 2025 on a High Note?
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