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home
about us
Investment Approach
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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
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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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Bitcoin Is On Top, Ethereum Has Some Catching Up To Do: The Crypto Treasury Play Unfolding On Wall Street
August 26, 2025
Tickers
BITCOMP
BLSH
BMNR
BTBT
Tags
MSTR
BLSH
Cathie Wood
From
Benzinga
10 Information Technology Stocks With Whale Alerts In Today's Session
August 25, 2025
Tickers
CLSK
HPE
IBM
MARA
Tags
Options
BZI/AUOA
XRX
From
Benzinga
Ranked: The Companies Who Own The Most Bitcoin In 2025
August 20, 2025
Tickers
BITCOMP
DJT
MARA
MSTR
Tags
DJT
Market News
RIOT
From
TalkMarkets
Here's How Much $1000 Invested In MARA Holdings 5 Years Ago Would Be Worth Today
August 19, 2025
Tickers
MARA
NEWS
Tags
Benzinga
Trading Ideas
Market News
From
Benzinga
KindlyMD Expands Bitcoin Treasury With $679 Million Acquisition
August 19, 2025
Tickers
BITCOMP
COIN
GLXY
MARA
Tags
News
Market News
MSTR
From
Benzinga
10 Information Technology Stocks Whale Activity In Today's Session
August 18, 2025
Tickers
AAPL
AMD
CORZ
CRWV
Tags
PLTR
Benzinga
RIOT
From
Benzinga
Strategy's Bitcoin Stash Hits 629,376 BTC—More Than Tesla, Coinbase, Marathon Digital Combined
August 18, 2025
Tickers
BITCOMP
COIN
MARA
MSTR
Tags
$BTC
bitcoin
MARA
From
Benzinga
Tom Lee's $5 Billion Ethereum Bet Puts Bitcoin Maximalists On Notice
August 18, 2025
Tickers
BITCOMP
BMNR
MARA
MSTR
Tags
$BTC
BMNR
MARA
From
Benzinga
Trump Megadonor Believes This Clean Electricity Generation Hack Should Be Used For Bitcoin Mining — Here's Why
August 18, 2025
Tickers
BITCOMP
MARA
NEWS
USD-BITSTAMP
Tags
Benzinga
Cryptocurrency
XYZ
From
Benzinga
Is the Market Bullish or Bearish on MARA Holdings?
August 15, 2025
Tickers
MARA
Tags
Short Ideas
BZI/SHORTHIST
Benzinga
From
Benzinga
Stock Market Today: TeraWulf Jumps on $3.7 Billion AI Deal and Google Partnership
August 14, 2025
Tickers
MARA
RIOT
WULF
Tags
RIOT
Recent Press Releases
Market News
From
Motley Fool
10 Information Technology Stocks With Whale Alerts In Today's Session
August 13, 2025
Tickers
BMNR
CFLT
CLS
CRWV
Tags
DDOG
Market News
MSTR
From
Benzinga
Metaplanet Reports Earnings, Holds 18,113 BTC As Largest Bitcoin Treasury Company In Asia
August 13, 2025
Tickers
BITCOMP
MARA
MSTR
MTPLF
Tags
Benzinga
Cryptocurrency
News
From
Benzinga
Stock Market Today: Bitmine Pops 5% as Crypto Infrastructure Stocks Surge
August 12, 2025
Tickers
BMNR
BTC
ETH
MARA
Tags
BTC
RIOT
Market News
From
Motley Fool
10 Information Technology Stocks With Whale Alerts In Today's Session
August 12, 2025
Tickers
BBAI
BMNR
DOCN
IREN
Tags
WULF
Benzinga
SOUN
From
Benzinga
Block's Bitcoin Holdings Surge Under New Accounting Rules—Now Worth Nearly A Billion Dollars
August 08, 2025
Tickers
BITCOMP
CEP
DJT
MARA
Tags
MSTR
SPY
MARA
From
Benzinga
Stock Market Today: S&P 500, Nasdaq 100 Futures Rise As Trump Appoints New Fed Governor—Beauty Health, RealReal, Twilio In Focus On Q2 Earnings
August 08, 2025
Tickers
AAPL
AXL
COIN
COP
Tags
AAPL
AXL
Benzinga
From
Benzinga
Tom Lee Calls Ethereum The 'Biggest Macro Trends For The Next 10–15 Years' As BitMine Becomes Largest ETH Holder With $3 Billion Treasury
August 05, 2025
Tickers
BMNR
HOOD
JPM
MARA
Tags
JPM
MSTR
$ETH
From
Benzinga
BitMine Stock Is Trading Higher Monday: What's Going On?
August 04, 2025
Tickers
BMNR
MARA
MSTR
NEWS
Tags
News
why it's moving
Market News
From
Benzinga
Benzinga Bulls And Bears: Celestica, Carvana, Novo Nordisk — And Fed Holds Rates Despite Trump Pressure
August 02, 2025
Tickers
APLD
AVGO
CLS
CVNA
Tags
AVGO
NVO
HOOD
From
Benzinga
What Does the Market Think About MARA Holdings?
August 01, 2025
Tickers
MARA
Tags
BZI/SHORTHIST
Short Ideas
Benzinga
From
Benzinga
10 Information Technology Stocks Whale Activity In Today's Session
August 01, 2025
Tickers
AMD
CRM
HPE
IBM
Tags
Options
BZI/AUOA
RIOT
From
Benzinga
MARA's Power Efficiency and Global Expansion Keep It Ahead Of Peers: Analyst
July 30, 2025
Tickers
DELL
MARA
NEWS
NVDA
Tags
Expert Ideas
DELL
Analyst Color
From
Benzinga
Mara (MARA) Q2 Profit Surges 64%
July 30, 2025
Tickers
MARA
Tags
MARA
Market News
Recent Press Releases
From
Motley Fool
Amazon To Rally More Than 8%? Here Are 10 Top Analyst Forecasts For Wednesday
July 30, 2025
Tickers
AMZN
AWI
BKNG
DKS
Tags
Analyst Ratings
SYY
Benzinga
From
Benzinga
MARA (MARA) Q2 2025 Earnings Call Transcript
July 30, 2025
Tickers
MARA
Tags
Recent Press Releases
MARA
Market News
From
Motley Fool
Bitcoin To Hit $150K By Year End, Says TeraHash: MSTR, MARA, RIOT, COIN And Other BTC-Linked Stocks Are Poised To Soar
July 30, 2025
Tickers
BITB
BITCOMP
BTCO
CLSK
Tags
GBTC
Benzinga
RIOT
From
Benzinga
MARA CEO Fred Thiel Says When 'Lots Of Companies' Start Buying Bitcoin, The Advantage Disappears: 'Kudos To Saylor...But They Can't All Be Successful'
July 30, 2025
Tickers
BITCOMP
DJT
MARA
MSTR
Tags
Benzinga
Cryptocurrency
Market News
From
Benzinga
MARA Holdings Stock Moves Higher On Better-Than-Expected Q2 Earnings
July 29, 2025
Tickers
MARA
NEWS
Tags
why it's moving
News
Cryptocurrency
From
Benzinga
Chinese Bitcoin Mining Tech Producer Bitmain Is Betting Big On America—But Why?
July 29, 2025
Tickers
BITCOMP
HUT
MARA
NEWS
Tags
HUT
Market News
News
From
Benzinga
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