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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
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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
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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
RIOT
Cryptocurrency
From
Benzinga
A Glimpse Into The Expert Outlook On MARA Holdings Through 6 Analysts
June 13, 2025
Tickers
MARA
Tags
Analyst Ratings
Market News
MARA
From
Benzinga
Billionaires Buy a BlackRock ETF That Can Soar Up to 172% in 2025, According to Wall Street Experts
June 11, 2025
Tickers
BLK
BTC
FBTC
IBIT
Tags
JPM
IBIT
MSTR
From
Motley Fool
MARA Is Waking Up And Looks Promising For The Crypto Market
June 10, 2025
Tickers
MARA
Tags
Cryptocurrencies
Market News
Stocks / Equities
From
TalkMarkets
These Are The 3 Hottest Stock Market Themes Trending Now
June 09, 2025
Tickers
ACHR
COIN
CRCL
EVTL
Tags
RIOT
CRCL
Markets
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
Benzinga
RIOT
Market News
From
Benzinga
EXCLUSIVE: Bitcoin ETF Experts On Past, Present And Future Of Sector — Why US Buying BTC Could Be 'Monumental Moment'
June 06, 2025
Tickers
BITB
BITCOMP
BTCW
COIN
Tags
Cryptocurrency
Benzinga
Ryan Rasmussen
From
Benzinga
Circle’s IPO: How Cryptocurrency Became Mainstream Finance
June 06, 2025
Tickers
COIN
CRCL
MARA
RIOT
Tags
RIOT
Cryptocurrencies
Market News
From
TalkMarkets
May’s Most Shorted Stocks Include Tech, Consumers, And The S&P 500
June 05, 2025
Tickers
ALB
CRWD
DELL
IBM
Tags
KSS
LYV
Stocks / Equities
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
BTC
Recent Press Releases
MSTR
From
Motley Fool
MARA Holdings Shares Climb After Company Reports Bitcoin Production Metrics
June 03, 2025
Tickers
BITCOMP
MARA
NEWS
USD-BITSTAMP
Tags
$BTC
Movers
bitcoin
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
Benzinga
RIOT
News
From
Benzinga
Is MicroStrategy (Strategy) Still the Best Bitcoin Proxy Stock You Can Buy?
June 03, 2025
Tickers
BITCOMP
BTC
CEP
MARA
Tags
TSLA
BTC
Recent Press Releases
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
MSTR
MSFT
SPY
From
Benzinga
10 Information Technology Stocks With Whale Alerts In Today's Session
May 29, 2025
Tickers
AAPL
AMD
AVGO
INTC
Tags
AAPL
Benzinga
AVGO
From
Benzinga
Tesla, Block Ride Bitcoin Boom As MicroStrategy Goes All In
May 29, 2025
Tickers
BITCOMP
GME
MARA
MSTR
Tags
Markets
Bitcoin
bitcoin
From
Benzinga
What Analysts Are Saying About MARA Holdings Stock
May 27, 2025
Tickers
MARA
Tags
Benzinga
Market News
Analyst Ratings
From
Benzinga
MARA Holdings Stock Soars: What's Driving the Bitcoin Miner's Gains?
May 27, 2025
Tickers
BITCOMP
MARA
NEWS
USD-BITSTAMP
Tags
MARA
bitcoin
$BTC
From
Benzinga
10 Information Technology Stocks With Whale Alerts In Today's Session
May 27, 2025
Tickers
AAPL
CRWV
IONQ
MARA
Tags
Benzinga
AAPL
BZI/AUOA
From
Benzinga
MARA CEO Fred Thiel Said About A Month Ago That Nations Have Begun To Stockpile Bitcoin — Here's What The Data Actually Shows
May 27, 2025
Tickers
BITCOMP
MARA
NEWS
USD-BITSTAMP
Tags
Markets
Fred Thiel
bitcoin
From
Benzinga
What's Driving the Market Sentiment Around MARA Holdings?
May 26, 2025
Tickers
MARA
Tags
Benzinga
Short Ideas
BZI/SHORTHIST
From
Benzinga
10 Information Technology Stocks Whale Activity In Today's Session
May 26, 2025
Tickers
AAPL
CRWV
ENPH
INFA
Tags
NVDA
Market News
MSTR
From
Benzinga
Bitcoin Mining Stocks MARA Holdings, Riot, CleanSpark Surge As Bitcoin Climbs To New Highs: What's Going On?
May 22, 2025
Tickers
BITCOMP
CLSK
MARA
NEWS
Tags
CLSK
Movers
MARA
From
Benzinga
Bitcoin's New All-Time High Fuels Marathon Holdings (MARA) Stock: What's Going On?
May 21, 2025
Tickers
BITCOMP
MARA
NEWS
USD-BITSTAMP
Tags
$BTC
bitcoin
MARA
From
Benzinga
American Crypto Innovation: 3 Made in America Crypto Stocks That Are Worthy of a Place in Your Portfolio
May 21, 2025
Tickers
BTC
COIN
ETH
MARA
Tags
BNB
Recent Press Releases
MSTR
From
Motley Fool
Ark Invest Takes Swipe At MSTR, MARA, Says 'Bitcoin Treasury Companies Don't Make Sense:' 'Funding Purchases With Debt...Seems Like A Recipe For Disaster'
May 16, 2025
Tickers
BITCOMP
CEP
GME
MARA
Tags
News
ETFs
Broad U/S/ Equity ETFs
From
Benzinga
Michael Saylor Says Strategy Inc. Shareholders Could 'Suffer' If Bitcoin Plunges 90% For Half A Decade, But Reveals A Winning Endgame
May 16, 2025
Tickers
BITCOMP
MARA
MSTR
RIOT
Tags
Cryptocurrency
RIOT
Benzinga
From
Benzinga
What To Do As The Market Brings A "Pain Trade" Moment
May 12, 2025
Tickers
FXE
MARA
SLV
SPX
Tags
FXE
VIX
Market News
From
TalkMarkets
Anthony Scaramucci On Trump's Crypto Moves, Bitcoin Nears $104K And More: This Week In Crypto
May 11, 2025
Tickers
BITCOMP
BTC
MARA
NEWS
Tags
$SOL
$BTC
MARA
From
Benzinga
MARA And CleanSpark Stocks Surge Friday: What's Going On?
May 09, 2025
Tickers
CLSK
MARA
NEWS
Tags
CLSK
$BTC
Movers
From
Benzinga
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