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home
about us
Investment Approach
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Market Analysis Summary
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Value Proposition
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
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
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Latest News about BITX
Recent news which mentions BITX
Not All Bitcoin ETFs Are Created Equal: Here's How Structure Shapes Risk, Returns, And Taxes
May 23, 2025
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December 20, 2024
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December 17, 2024
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Benzinga
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If You Invested $1,000 In Bitcoin When The First Bitcoin ETF Was Filed, Here's How Much You'd Have Today
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March 25, 2024
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Top Performing Leveraged/Inverse ETFs: 03/10/2024
March 12, 2024
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Top Performing Leveraged/Inverse ETFs: 03/03/2024
March 05, 2024
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Top Performing Leveraged/Inverse ETFs: 02/18/2024
February 21, 2024
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Top Performing Leveraged/Inverse ETFs: 02/11/2024
February 13, 2024
Tickers
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CONL
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GDXD
From
ETF Trends
Crypto ETF Expert Echoes Cathie Wood's Opinion: Multiple Spot Bitcoin ETF Applications Will Be Approved At The Same Time
October 24, 2023
Tickers
BITCOMP
BITX
USD-BITSTAMP
Tags
$BTC
Stuart Barton
Spot Bitcoin ETF
From
Benzinga
Grayscale Files For Ether Futures ETF Following Court Victory Against SEC
September 20, 2023
Tickers
BITX
GBTC
SEC
Tags
Securities Act of 1933
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From
Benzinga
Into the Ether… Futures ETF Filings
August 10, 2023
Tickers
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BITX
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From
ETF Trends
Spot Bitcoin ETFs’ arrival is unlikely to trigger the crypto’s further rally. Here’s why
July 27, 2023
Tickers
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BITX
BLK
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From
MarketWatch
NYSE’s ETF Leaders: Grayscale Investments’ David LaValle
July 10, 2023
Tickers
BITX
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David LaValle
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Video
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Here are the top-performing ETFs in first half of 2023 as crypto-related funds soar
June 29, 2023
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AGG
ARKF
ARKK
ARKW
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XBTF
FBT
BITQ
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Crypto ETFs Back in the Spotlight
June 29, 2023
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BITO
BITX
WGMI
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BITI
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BITX Offers Leveraged Long Exposure to Cryptocurrency Futures
June 27, 2023
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Bitcoin Vastly Outperformed Gold and S&P 500 Over the Past Decade
November 17, 2021
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crypto channel
From
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