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home
about us
Investment Approach
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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)
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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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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
Bond Fund Seminar
RSVP-Signup Form
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Latest News about BITI
Recent news which mentions BITI
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Bitcoin just recovered from FTX’s implosion. Could a Genesis bankruptcy push it to new low?
January 19, 2023
Tickers
AMD
BITCOMP
BITI
BITO
Tags
ETHUSD
COIN
SQ
From
MarketWatch
Cooling U.S. inflation may not stop bitcoin from sliding to $10,000. Here’s why
January 12, 2023
Tickers
AMD
BITCOMP
BITI
BITO
Tags
BTF
bitcoin
BITO
From
MarketWatch
Mark Cuban says gold buyers are ‘dumb as f—,’ sparking a gold vs. bitcoin spat with Peter Schiff
December 29, 2022
Tickers
AMD
ARBK
BITCOMP
BITI
Tags
BRPHF
bitcoin
BTF
From
MarketWatch
Crypto was a ‘bubble of a generation,’ and ‘doomed to burst,’ says ECB official
December 08, 2022
Tickers
AMD
BITI
BITO
BTF
Tags
RIOT
MARA
NVDA
From
MarketWatch
Bull vs. Bear: Betting on the Blockchain
December 05, 2022
Tickers
BITI
BLCN
BLOK
Tags
siren
BLCN
crypto channel
From
ETF Trends
It’s the Wild West in crypto. Does anyone want to be sheriff?
December 01, 2022
Tickers
AMD
BITI
BITO
BTF
Tags
BTF
BITO
BITI
From
MarketWatch
This short ETF is soaring as it benefits from crypto tumult after FTX collapse
November 22, 2022
Tickers
BITI
BITO
BLOK
COIN
Tags
HOOD
BITO
BITI
From
MarketWatch
Put Your Crypto in Cold Storage With BITO and BITI
November 21, 2022
Tickers
BITI
BITO
GBTC
Tags
Bitcoin ETF
ProShares/C
FTX
From
ETF Trends
A meltdown in crypto is taking shape and it’s not just FTX’s fault
November 17, 2022
Tickers
AMD
BITI
BITO
BTF
Tags
BITI
BTF
BITO
From
MarketWatch
With Crypto in Chaos, Short Bitcoin in BITI
November 11, 2022
Tickers
BITCOMP
BITI
USD-BITSTAMP
Tags
ProShares/C
Bitcoin ETF
crypto channel
From
ETF Trends
FTX’s fall: ‘This is the worst’ moment for crypto this year. Here’s what you should know
November 10, 2022
Tickers
AMD
BITI
BITO
BTF
Tags
BITI
BITO
BTF
From
MarketWatch
Crypto stocks and funds close sharply lower, as bitcoin plunges briefly to a 2-year low
November 08, 2022
Tickers
BITCOMP
BITI
BITO
BTF
Tags
MSTR
MARA
GBTC
From
MarketWatch
Why U.S. midterm elections matter to crypto, and how
November 03, 2022
Tickers
AMD
BITI
BITO
BTF
Tags
PYPL
XBTF
GBTC
From
MarketWatch
Why a strong U.S. dollar might benefit crypto in the long term
October 27, 2022
Tickers
AMD
BITI
BITO
BTF
Tags
USDJPY
BITI
BTF
From
MarketWatch
Should you stake ether, when U.S. Treasuries are yielding more ?
October 20, 2022
Tickers
AMD
BITI
BITO
BTF
Tags
EBON
SQ
DOGEUSD
From
MarketWatch
Will bitcoin continue to outperform stocks for rest of the year?
October 13, 2022
Tickers
AMD
BITCOMP
BITI
BITO
Tags
EBON
ETHUSD
SQ
From
MarketWatch
Bitcoin miners see revenue tumble 80% from peak. Can they all survive?
October 06, 2022
Tickers
AMD
BITCOMP
BITI
BITO
Tags
OSTK
AMD
PYPL
From
MarketWatch
Crypto companies and funds rally as bitcoin rise, Dow jumps 700 points
October 04, 2022
Tickers
AMD
BITCOMP
BITI
BITO
Tags
EBON
TSLA
COIN
From
MarketWatch
Crypto CEOs are leaving their jobs. Here’s why
September 29, 2022
Tickers
AMD
BITI
BITO
BTF
Tags
SHIBUSD
TSLA
ETHUSD
From
MarketWatch
How Ethereum’s Merge boosted adoption of the ecosystem, according to Polygon’s co-founder
September 22, 2022
Tickers
AMD
BITI
BITO
BTF
Tags
COMP
BITI
BTF
From
MarketWatch
The Ethereum Merge is completed. What’s next? Here are three things you should watch
September 15, 2022
Tickers
AMD
BITI
BITO
BTF
Tags
SHIBUSD
TSLA
ETHUSD
From
MarketWatch
Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Friday
September 09, 2022
Tickers
AYLA
BITI
CLBT
DMS
Tags
SWVL
ZUMZ
MARA
From
InvestorPlace
Why did Ethereum Classic jump, as Ethereum Merge countdown begins?
September 08, 2022
Tickers
AMD
BITI
BITO
BTF
Tags
BITI
BTF
ETCUSD
From
MarketWatch
Think Bitcoin Will Go Down? New ETF Bets Against Bitcoin Bull Michael Saylor And MicroStrategy
August 30, 2022
Tickers
AAPL
AMC
BITCOMP
BITI
Tags
COIN
BYND
Rex Shares
From
Benzinga
Simeon Hyman on BITO and the Bitcoin Futures Market
August 25, 2022
Tickers
BITCOMP
BITI
BITO
CTEX
Tags
ProShares/C
PAWZ
NOBL
From
ETF Trends
Crypto bulls’ comeback? Here are factors driving up institutional interest
August 18, 2022
Tickers
AMD
BITI
BITO
BLK
Tags
DOGEUSD
SQ
COIN
From
MarketWatch
Will ether price fall after the ‘Merge’ in September?
August 11, 2022
Tickers
AMD
BITI
BITO
BTF
Tags
MSTR
MARA
NVDA
From
MarketWatch
Lost money from $4.5 million crypto wallets exploit? Here’s what you should do
August 04, 2022
Tickers
AMD
BITI
BITO
BLK
Tags
BITI
BITO
BTF
From
MarketWatch
Crypto market stands like Nasdaq in the early 2000s. Here’s why
July 28, 2022
Tickers
AMD
BITI
BITO
BTF
Tags
MSTR
RIOT
MARA
From
MarketWatch
Single-Stock Leveraged ETFs are Here, What Does it Mean for Crypto & Other Investors?
July 27, 2022
Tickers
BITI
BITO
BITS
GCC
Tags
Current Affairs
WisdomTree
bito
From
ETF Trends
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