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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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
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Sample Portfolio
Back Dated Performance Reports
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
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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
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Visa
(NY:
V
)
318.79
-2.49 (-0.78%)
Official Closing Price
Updated: 7:00 PM EDT, May 8, 2026
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Dubai Property Buyers Eye UAE Golden Visa Through Real Estate Investment
May 10, 2026
Via
Press Release Distribution Service
My Top 3 Financial Stocks for May 2026
↗
May 10, 2026
These companies are stable industry leaders, but they have continued growth opportunities.
Via
The Motley Fool
Topics
Credit Cards
Economy
This Fund Just Disclosed a New $16 Million Bet on SLM Despite a 30% One-Year Slide
↗
May 10, 2026
SLM Corporation is a leading provider of private education loans and banking products for students and families across the U.S.
Via
The Motley Fool
Topics
Credit Cards
Tired of Being Burned by Crypto? Chainlink Actually Powers Real‑World Finance.
↗
May 09, 2026
Chainlink already has partnerships with big investment banks and payment providers.
Via
The Motley Fool
Topics
Bonds
Visa Just Beat Earnings Expectations. Here's the Bigger Story Investors Should Watch
↗
May 09, 2026
Visa's business is continuing to expand even as high oil prices lead Wall Street to worry about a recession.
Via
The Motley Fool
Topics
Economy
Fleet cards help businesses control fuel spending and improve cost visibility
May 09, 2026
Processing fuel reimbursements through expense reports is one of the fastest ways to lose track of where fleet dollars actually go. Receipts get lost, drivers round up, and the accounting team spends...
Via
PulseBulletin.com
Topics
Credit Cards
Energy
Visa Just Posted Its Strongest Revenue Growth Since 2022. Is the Stock a Buy After Earnings?
↗
May 08, 2026
The credit card giant is still an evergreen investment.
Via
The Motley Fool
Topics
Artificial Intelligence
Credit Cards
Economy
AMN (AMN) Q1 2026 Earnings Call Transcript
↗
May 08, 2026
AMN (AMN) Q1 2026 Earnings Call Transcript
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Even in a Volatile Market, These 3 Warren Buffett Stocks Are No-Brainers
↗
May 08, 2026
Don't fall into the trap of feeling like you need to respond to the market's every twist and turn. The picks that were true long-term winners five years ago are still long-term winners now.
Via
The Motley Fool
Topics
Credit Cards
Economy
American Express Just Showed Why Berkshire Hathaway Still Likes This Credit Card Stock
↗
May 08, 2026
Maybe investors need a gentle reminder of why it's a Berkshire favorite.
Via
The Motley Fool
Topics
Credit Cards
Thinking About Studying in the UK? UK Study Visa Consultants Can Help You Get There
↗
May 08, 2026
Via
Talk Markets
Are Wall Street Analysts Bullish on Visa Stock?
May 07, 2026
While Visa has considerably underperformed the S&P 500 over the past year, Wall Street analysts maintain a highly optimistic outlook about the stock’s prospects.
Via
Barchart.com
Topics
ETFs
Stocks
Steria Golden Visa Marks Fourteen Years Guiding International Investors Through Greek Residency Process
May 07, 2026
Via
Press Release Distribution Service
Topics
Bonds
Economy
T Visa Lawyer Near Me for Immigration Protection and Legal Help
↗
May 07, 2026
Via
Talk Markets
Topics
Immigration
Capital One’s Big Bet Faces Rising Credit Risk
↗
May 06, 2026
Capital One stock faces rising credit risk as the Discover purchase reshapes its business, leaving investors weighing benefits against long-term upside.
Via
MarketBeat
Topics
Credit Cards
Plot Twist: SpaceX, OpenAI, and Anthropic May Deliver a Fatal Blow to the Trump Bull Market Thanks to a New Rule
↗
May 06, 2026
Investors are about to learn the hard way that popularity does not equate to profitability on Wall Street.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Government
LEE'S FAMOUS RECIPE CHICKEN LAUNCHES "ODE TO MOM" CONTEST FOR MOTHER'S DAY
May 06, 2026
May 6, 2026 -- Submit a heartfelt tribute for a chance to win $100, plus earn 4x rewards points all Weekend
Via
24-7 Press Release
How Subscription Businesses Can Cut Failed Payment Rates Below 2%
May 05, 2026
Via
Press Release Distribution Service
Topics
Credit Cards
Visa to Participate in Upcoming Investor Conferences
May 05, 2026
From
Visa Inc.
Via
Business Wire
Electronic Arts Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
↗
May 05, 2026
Electronic Arts Inc. (NASDAQ: EA) will release Q4 earnings on May 5. Analysts expect $1.30 EPS and $1.99B revenue. EA announced a partnership with Visa (NYSE: V).
Via
Benzinga
5 Must-Read Analyst Questions From Visa’s Q1 Earnings Call
May 05, 2026
Visa delivered a strong Q1, with performance exceeding Wall Street’s expectations and the market reacting positively. Management attributed the outperformanc...
Via
StockStory
Topics
Earnings
Fraud
3 Reasons It's Not Too Late to Buy This Stock on the Dip
↗
May 04, 2026
But it might be too late soon if the stock sustains its recent momentum.
Via
The Motley Fool
Topics
Economy
Villere St Denis Liquidates $18 Million Euronet Worldwide Stake, According to Recent SEC Filing
↗
May 04, 2026
Euronet Worldwide encompasses ATM and electronic funds transfer (EFT) services, prepaid distribution, and money transfer, resulting in a more complex structure than that of a typical payments network....
Via
The Motley Fool
Topics
Regulatory Compliance
Siam Legal Chiang Mai Advises on Documentation Strategy and Consular Jurisdiction for US Tourist Visa Applications
May 04, 2026
May 04, 2026 - PRESSADVANTAGE - Siam Legal Chiang Mai, a Chiang Mai-based law firm advising on legal, immigration, and regulatory matters, is providing updated guidance to individuals in Northern...
Via
Press Advantage
Topics
Immigration
Electronic Arts and Visa Team Up to Launch a Global, Multi-Year Partnership With EA SPORTS
May 04, 2026
From
Electronic Arts Inc.
Via
Business Wire
Anchor Investment Exits Nearly All of Its BSCQ Position -- a $21 Million Trim
↗
May 04, 2026
This ETF tracks investment grade U.S. corporate bonds maturing in 2026, offering a defined maturity structure and periodic income.
Via
The Motley Fool
Topics
Bonds
ETFs
Regulatory Compliance
Anchor Loads Up Invesco BulletShares 2029 Corporate Bond ETF With 1.1 Million Shares Bought
↗
May 03, 2026
Invesco BulletShares 2029 Corporate Bond ETF targets investment-grade U.S. corporate bonds maturing in 2029 with a defined maturity profile.
Via
The Motley Fool
Topics
Bonds
ETFs
Regulatory Compliance
My 15 Top-Ranked Stocks to Buy Right Now in May (2026)
↗
May 02, 2026
This excellent list of stocks has something for everyone.
Via
The Motley Fool
Villere St Denis Dumps 134,000 Tidewater (TDW) Shares Worth $9.3 Million
↗
May 02, 2026
Specializing in offshore marine support, Tidewater serves global energy clients across oil, gas, and windfarm projects.
Via
The Motley Fool
Topics
Energy
Regulatory Compliance
Visa Soars Post-Earnings; Outlook Positive Despite AI Risks
↗
May 02, 2026
Via
MarketBeat
Topics
Artificial Intelligence
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