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home
about us
Investment Approach
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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
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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
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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Jim Cramer Says Don't Quit Market When It's Frothy: 'Is Widespread Irrationality a Reason To Sell Down in Perfectly Rational Stocks? Absolutely Not'
August 16, 2025
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News
Benzinga
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Cathie Wood Agrees Circle IPO Is 'Crypto's ChatGPT Moment' — Warns Institutions That Ignoring The AI-Crypto Combo 'Just Isn't An Option'
July 09, 2025
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Tags
Equities
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Tom Lee
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Circle Shares Surge 92% Since NYSE Debut — Cathie Wood Highlights Ark's Successful Take On Stablecoin Issuer's IPO
July 08, 2025
Tickers
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ARKK
ARKW
CRCL
Tags
Cryptocurrency
Markets
Cathie Wood
From
Benzinga
Circle's Blockbuster Success Aside, Tether CEO Doesn't Want To Go Public: 'Not Trying To Please' Couple Of JPMorgan Analysts
June 20, 2025
Tickers
CRCL
CRL
NEWS
Tags
Stablecoins
Paolo Ardoino
$USDC
From
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Cathie Wood's Monday Shuffle: Buys Nvidia, Sells Meta — Ark Also Dumps Hot Circle Stock
June 16, 2025
Tickers
ARKK
ARKQ
ARKW
CRCL
Tags
Markets
ARKK
DoorDash
From
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Shopify Teams Up With Coinbase, Stripe To Roll Out USDC Stablecoin Payments For Merchants
June 13, 2025
Tickers
COIN
CRL
SHOP
USDC
Tags
Stripe
Merchants
$SOL
From
Benzinga
Circle Stock Has Popped 271% Since NYSE Debut, Now A KPMG Consultant Says This Is The Next Big Thing After Stablecoins
June 10, 2025
Tickers
CRL
HOOD
NEWS
Tags
Market News
KPMG
Circle
From
Benzinga
Circle IPO Success Suggests Markets Open To New Listings, Especially From Crypto Businesses, Says SPAC King Chamath Palihapitiya
June 10, 2025
Tickers
COIN
CRL
IPO
IPOS
Tags
CRL
News
Benzinga
From
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Circle, Lululemon, Palantir, Broadcom, Tesla: Why These 5 Stocks Are On Investors' Radars Today
June 06, 2025
Tickers
AVGO
CRCL
LULU
NEWS
Tags
LULU
Benzinga
TSLA
From
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Chamath Palihapitiya Says Circle IPO Valued At $7 Billion Means It's A 'Genius' Buy For Coinbase, Here's Why
June 05, 2025
Tickers
COIN
IPO
IPOS
NEWS
Tags
Benzinga
News
XYZ
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Ripple's Crypto Warning, Circle's IPO Ambitions, And Bitcoin's Anticipated Surge: This Week In Crypto
April 06, 2025
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USD-BITSTAMP
Tags
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Weekend Roundup
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Circle, Issuer Of the World's Second-Largest Stablecoin, Files For IPO Amid Trump's Support For Dollar-Pegged Cryptos
April 02, 2025
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IPO
NEWS
SEC
Tags
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From
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Japan Set To Welcome First Legally-Backed Dollar Stablecoin: Find Out Which One It Is
March 25, 2025
Tickers
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Tags
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From
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EXCLUSIVE: Bitcoin Advocate Anthony Pompliano Says Coinbase Is Similar To Apple, 'Has Something That Can't Be Bought'
November 19, 2024
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$BTC
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Boston's Fintech Scene: Emerging Companies To Watch In 2024
August 05, 2024
Tags
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Circle CEO Jeremy Allaire Bets Big On Bitcoin, Stablecoins: 'I'm More Bullish Than I Have Ever Been About Crypto'
June 20, 2024
Tickers
BITCOMP
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NEWS
USD-BITSTAMP
Tags
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Jeremy Alliare
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From
Benzinga
Stablecoin Issuer Circle Expands Web3 Services To Solana, Launches Programmable Wallets And Gas Stations
June 13, 2024
Tickers
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Tags
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Market News
From
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BlackRock's Tokenized Fund Gets USDC Cash-Out Option Via Circle Integration
April 11, 2024
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Tags
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From
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Alchemy Pay Teams Up With Worldpay To Connect Fiat To Web3 Economy
December 19, 2023
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Circle Launches EURC Stablecoin On Fourth Blockchain, Solana Sees 3-Month Surge Of 260%
December 18, 2023
Tags
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Circle
From
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Circle Faces Fresh Accusations By CFA, CCTP Used For Illicit Finance Through Tron
December 16, 2023
Tickers
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Tags
Benzinga
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From
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Circle Rejects Watchdog Group's Accusations Of Ties To Hamas Funding
December 01, 2023
Tags
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Benzinga
From
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Stablecoin Issuer Circle Teams Up With Japan's SBI Holdings To Maximize USDC Presence
November 27, 2023
Tags
$USDC
Market News
SBI Holdings
From
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USDC's Market Challenge: Circle's Plan To Revitalize Its Stablecoin As Competition Rises
November 15, 2023
Tags
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Market News
Fintech
From
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Circle Announces Upgrade For USDC, EURC Stablecoins: Here Are The Changes In Store
November 09, 2023
Tickers
USDC
Tags
Benzinga
Top Stories
EURC
From
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Stablecoins Updates: Circle Raises Red Flag For Consumer Accounts, Tether May Grab With Minimum Limit
October 31, 2023
Tags
Benzinga
Cryptocurrency
Stablecoin
From
Benzinga
Circle Partners With BitoGroup, Taiwan FamilyMart: Convert Loyalty Points To USDC Coin
October 26, 2023
Tags
Benzinga
partnership
Crypto
From
Benzinga
Circle Collaborates With Philippines Exchange To Promote USDC Remittances
October 11, 2023
Tags
$USDC
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remittances
From
Benzinga
Circle Starts USDC Minting On Polygon PoS, Skips Ethereum Bridges
October 10, 2023
Tickers
USDC
Tags
Benzinga
Ethereum
Bridge
From
Benzinga
Cosmos Opens Doors To Circle's Native USDC Through CCTP
October 03, 2023
Tickers
USDC
Tags
Benzinga
Top Stories
News
From
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