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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
RSVP-Signup Form
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Greed Mode On: Why Tesla, Nvidia, Palantir And Bitcoin Plays Could Rip
July 04, 2025
Tickers
AI
BITCOMP
COIN
MARA
Tags
Top Stories
AI
RIOT
From
Benzinga
Nationalize MicroStrategy? Crypto Analyst's Nuclear Option 'Playbook' For US Bitcoin Dominance
July 03, 2025
Tickers
BITCOMP
MARA
MSTR
NEWS
Tags
bitcoin
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From
Benzinga
Why MARA Holdings Stock Gained 17% This Week
July 03, 2025
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BTC
MARA
Tags
BTC
Recent Press Releases
MARA
From
Motley Fool
10 Information Technology Stocks Whale Activity In Today's Session
July 03, 2025
Tickers
AAPL
AVGO
CRWV
MARA
Tags
ORCL
SMCI
Options
From
Benzinga
Elliott Wave Technical Analysis MARA Holdings Inc.
July 03, 2025
Tickers
MARA
Tags
Stocks / Equities
MARA
Market News
From
TalkMarkets
MARA Holdings Stock Is Moving Higher Wednesday: What's Going On?
July 02, 2025
Tickers
MARA
NEWS
Tags
MARA
$BTC
News
From
Benzinga
Hut 8, Greenbrier And Other Big Stocks Moving Higher On Tuesday
July 02, 2025
Tickers
BGL
CRML
DQ
GBX
Tags
CRML
Market News
Benzinga
From
Benzinga
'MicroStrategy Of Ethereum' Approach Gains Popularity As BitDigital Raises $163 Million
July 02, 2025
Tickers
BMNR
BTBT
COIN
MARA
Tags
MARA
$BTC
Cryptocurrency
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
bitcoin
Markets
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
$LTC
Trading Ideas
CIFR
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
Metaplanet
Benzinga
Market News
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
RIOT
Bitcoin Treasury
MSTR
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
SMLR
ETH
Market News
From
Motley Fool
Looking Into MARA Holdings's Recent Short Interest
June 20, 2025
Tickers
MARA
Tags
Short Ideas
BZI/SHORTHIST
Trading Ideas
From
Benzinga
Decoding MARA Holdings's Options Activity: What's the Big Picture?
June 17, 2025
Tickers
MARA
Tags
Markets
Benzinga
Market News
From
Benzinga
Bitcoin Miners Light Up: CleanSpark, Riot, MARA See Up To 44% Upside On Stronger BTC Economics
June 13, 2025
Tickers
BITCOMP
CIFR
CLSK
IREN
Tags
Benzinga
Market News
Tech
From
Benzinga
A Glimpse Into The Expert Outlook On MARA Holdings Through 6 Analysts
June 13, 2025
Tickers
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Tags
BZI/AAR
Analyst Ratings
Market News
From
Benzinga
Billionaires Buy a BlackRock ETF That Can Soar Up to 172% in 2025, According to Wall Street Experts
June 11, 2025
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BLK
BTC
FBTC
IBIT
Tags
JPM
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MSTR
From
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MARA Is Waking Up And Looks Promising For The Crypto Market
June 10, 2025
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Tags
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MARA
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TalkMarkets
These Are The 3 Hottest Stock Market Themes Trending Now
June 09, 2025
Tickers
ACHR
COIN
CRCL
EVTL
Tags
why it's moving
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IONQ
From
Benzinga
What's Going On With Bitcoin Mining Stocks MARA Holdings, Riot Platforms, CleanSpark On Monday?
June 09, 2025
Tickers
BITCOMP
CLSK
CRCL
MARA
Tags
$BTC
MARA
CLSK
From
Benzinga
EXCLUSIVE: Bitcoin ETF Experts On Past, Present And Future Of Sector — Why US Buying BTC Could Be 'Monumental Moment'
June 06, 2025
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BITB
BITCOMP
BTCW
COIN
Tags
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BITB
From
Benzinga
Circle’s IPO: How Cryptocurrency Became Mainstream Finance
June 06, 2025
Tickers
COIN
CRCL
MARA
RIOT
Tags
Stocks / Equities
MARA
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From
TalkMarkets
May’s Most Shorted Stocks Include Tech, Consumers, And The S&P 500
June 05, 2025
Tickers
ALB
CRWD
DELL
IBM
Tags
CRWD
IBM
SPY
From
TalkMarkets
Investing $15,000 Into Each of These 3 Stocks 5 Years Ago Would Have Created a Portfolio Worth $1 Million Today
June 05, 2025
Tickers
BTC
MARA
MSTR
VRNA
Tags
Recent Press Releases
Market News
MARA
From
Motley Fool
MARA Holdings Shares Climb After Company Reports Bitcoin Production Metrics
June 03, 2025
Tickers
BITCOMP
MARA
NEWS
USD-BITSTAMP
Tags
Movers
Market News
Benzinga
From
Benzinga
MARA Holdings, Riot Platforms, CleanSpark Shares Rise Following Bitcoin Production Updates: Here's How The Miners Stacked Up In May
June 03, 2025
Tickers
BITCOMP
CLSK
MARA
NEWS
Tags
MARA
$BTC
bitcoin
From
Benzinga
Is MicroStrategy (Strategy) Still the Best Bitcoin Proxy Stock You Can Buy?
June 03, 2025
Tickers
BITCOMP
BTC
CEP
MARA
Tags
MSTR
MARA
CEP
From
Motley Fool
Michael Saylor's Strategy Outperforms Apple, Tesla, Amazon And Other Mag 7 Stocks And It's Not Even Close: Has The 'Bitcoin Treasury' Bet Paid Off?
June 02, 2025
Tickers
AAPL
AMZN
BITCOMP
BITS
Tags
IBIT
MSTR
Mag 7
From
Benzinga
10 Information Technology Stocks With Whale Alerts In Today's Session
May 29, 2025
Tickers
AAPL
AMD
AVGO
INTC
Tags
Options
INTC
SNPS
From
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