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about us
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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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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's $123K Boom Meets Crypto Week: Blastoff Moment For MicroStrategy, Marathon Digital?
July 14, 2025
Tickers
BITCOMP
CLSK
IBIT
MARA
Tags
$BTC
MARA
CLSK
From
Benzinga
Veritex Holdings, Sequans Communications, Canaan And Other Big Stocks Moving Higher On Monday
July 14, 2025
Tickers
CAN
DEFT
IREN
MARA
Tags
Movers
Markets
XYZ
From
Benzinga
US Stocks Likely To Open Lower As Trump's 20% Blanket Tariff Bombshell Weighs On Markets: Bitcoin-Linked Stocks MSTR, COIN Jump As BTC Touches $123,000
July 14, 2025
Tickers
BITCOMP
BTC
BTCM
COIN
Tags
SQNS
Market News
DVLT
From
Benzinga
Michael Saylor's Strategy, Coinbase, MARA, Riot And Other Crypto-Related Stocks Spike After Hours As Bitcoin Touches All-Time High Beyond $122,000
July 14, 2025
Tickers
BITCOMP
COIN
HOOD
MARA
Tags
RIOT
Benzinga
HOOD
From
Benzinga
US Stocks Expected To Open Lower, But Bitcoin-Exposed Stocks Soar In Premarket After BTC Breaches $118K Mark
July 11, 2025
Tickers
AVAV
BITCOMP
COIN
DAL
Tags
QQQ
bitcoin
FEIM
From
Benzinga
Bit Origin Shares Surge 75% Pre-Market As Bitcoin Rallies Past $118,000
July 11, 2025
Tickers
BITCOMP
BTOG
MARA
MSTR
Tags
bitcoin
MARA
$BTC
From
Benzinga
BTC Digital Soars Over 35% After Hours On Georgia Mining Breakthrough, Bitcoin Surge
July 11, 2025
Tickers
AMOD
BITCOMP
BTCT
CAN
Tags
MSTR
AMOD
HIVE
From
Benzinga
MARA Stock Spikes In After-Hours Trading As Bitcoin Hits New All-Time High
July 11, 2025
Tickers
BITCOMP
CLSK
MARA
NEWS
Tags
Market/Moving Exclusives
$BTC
MARA
From
Benzinga
Bitcoin Mining Stocks MARA, CleanSpark, Riot Are Moving Higher: What's Happening?
July 10, 2025
Tickers
BITCOMP
CLSK
MARA
NEWS
Tags
MARA
bitcoin
Movers
From
Benzinga
Still Bullish On Crypto Mining Companies: Big Players Double Down On Bitcoin
July 09, 2025
Tickers
BITCOMP
FUFU
MARA
USD-BITSTAMP
Tags
BITCOMP
ETH/X
Stocks / Equities
From
TalkMarkets
These 3 Crypto Stocks Are Better Picks Than Altcoins For Second Half Of 2025
July 08, 2025
Tickers
CIFR
MARA
RIOT
Tags
Market News
RIOT
Cryptocurrencies
From
TalkMarkets
Elon Musk's 'America Party' Inspires Wild Memecoin Surge — One Token Jumps 129% In 24 Hours
July 08, 2025
Tickers
ETH
MARA
MSTR
NEWS
Tags
$TON
ETH
Movers
From
Benzinga
Bitcoin Stalls, But Riot Platforms Outperforms With 14% Spike Over 30 Days — Mining Stock Leaves MARA And MSTR Trailing
July 08, 2025
Tickers
BITCOMP
MARA
MSTR
NEWS
Tags
MARA
$BTC
bitcoin mining
From
Benzinga
Bitcoin's 4th Of July Boom: Enough For A Tesla And A Tan
July 04, 2025
Tickers
BITCOMP
COIN
MARA
USD-BITSTAMP
Tags
Benzinga
Cryptocurrency
Top Stories
From
Benzinga
10 Information Technology Stocks Whale Activity In Today's Session
July 04, 2025
Tickers
AAPL
AVGO
CRWV
MARA
Tags
AAPL
AVGO
QUBT
From
Benzinga
Greed Mode On: Why Tesla, Nvidia, Palantir And Bitcoin Plays Could Rip
July 04, 2025
Tickers
AI
BITCOMP
COIN
MARA
Tags
Pro Project
PLTR
TSLA
From
Benzinga
Nationalize MicroStrategy? Crypto Analyst's Nuclear Option 'Playbook' For US Bitcoin Dominance
July 03, 2025
Tickers
BITCOMP
MARA
MSTR
NEWS
Tags
Bitcoin
bitcoin
MicroStrategy
From
Benzinga
Why MARA Holdings Stock Gained 17% This Week
July 03, 2025
Tickers
BTC
MARA
Tags
Market News
MARA
Recent Press Releases
From
Motley Fool
10 Information Technology Stocks Whale Activity In Today's Session
July 03, 2025
Tickers
AAPL
AVGO
CRWV
MARA
Tags
AVGO
QUBT
Benzinga
From
Benzinga
Elliott Wave Technical Analysis MARA Holdings Inc.
July 03, 2025
Tickers
MARA
Tags
Financial
Market News
Stocks / Equities
From
TalkMarkets
MARA Holdings Stock Is Moving Higher Wednesday: What's Going On?
July 02, 2025
Tickers
MARA
NEWS
Tags
$BTC
Movers
MARA
From
Benzinga
Hut 8, Greenbrier And Other Big Stocks Moving Higher On Tuesday
July 02, 2025
Tickers
BGL
CRML
DQ
GBX
Tags
Mid Day Movers
MARA
BGL
From
Benzinga
'MicroStrategy Of Ethereum' Approach Gains Popularity As BitDigital Raises $163 Million
July 02, 2025
Tickers
BMNR
BTBT
COIN
MARA
Tags
Market News
Top Stories
SBET
From
Benzinga
MARA Shares Inch Higher In Wednesday's Pre-Market After Bitcoin Miner Targets 40% Hashrate Growth By Year-End
July 02, 2025
Tickers
BITCOMP
MARA
NEWS
USD-BITSTAMP
Tags
Cryptocurrency
Benzinga
Fred Thiel
From
Benzinga
Cipher Mining Stock Is Up Over 6% In Wednesday's Pre-Market: What's Going On?
July 02, 2025
Tickers
CIFR
MARA
NEWS
Tags
$XRP
Trading Ideas
hash rate
From
Benzinga
Japanese Bitcoin Stock: Michael Saylor-Inspired Company Leaves Galaxy, CleanSpark Trailing, Becomes Fifth-Largest BTC Corporate Holder
June 30, 2025
Tickers
BITCOMP
CLSK
COIN
GLXY
Tags
MARA
Japan
$BTC
From
Benzinga
Anthony Pompliano's Company May Have Bought More Bitcoin Than GameStop, But Michael Saylor's Strategy And MARA Still Reign Supreme
June 26, 2025
Tickers
BITCOMP
CCCM
GME
MARA
Tags
Cryptocurrency
RIOT
Benzinga
From
Benzinga
2 Cryptocurrencies to Buy Now Before They Soar 140% and 580%, According to a Wall Street Analyst
June 21, 2025
Tickers
BTC
ETH
FBTC
IBIT
Tags
MSTR
MARA
FBTC
From
Motley Fool
Looking Into MARA Holdings's Recent Short Interest
June 20, 2025
Tickers
MARA
Tags
Trading Ideas
Short Sellers
MARA
From
Benzinga
Decoding MARA Holdings's Options Activity: What's the Big Picture?
June 17, 2025
Tickers
MARA
Tags
Markets
Options
MARA
From
Benzinga
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