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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
Client Contact with Portfolio Manager(s)
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
MARKET RESEARCH
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Fred Thiel Celebrates As Soaring Bitcoin Sends Marathon Holdings' Market Cap To A Record High: 'Must Be Something Still To Come To Top Off MARA's 2024...Or?'
November 29, 2024
Tickers
BITCOMP
COIN
MARA
MSTR
Tags
$BTC
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MSTR
From
Benzinga
10 Information Technology Stocks Whale Activity In Today's Session
November 28, 2024
Tickers
AAPL
ALAB
CRM
KC
Tags
AAPL
PLTR
Benzinga
From
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Stocks Fall, Yen Eyes Best Day In 2 Months, Bitcoin Rebounds Above $96,000: What's Driving Markets Wednesday?
November 27, 2024
Tickers
ADSK
ARM
BITCOMP
BTBT
Tags
BTC
XLU
NTNX
From
Benzinga
MARA Urges Incoming Trump Administration To Boost US Bitcoin Mining Operations To Prevent Manipulation From 'Adversarial' Nations
November 27, 2024
Tickers
BITCOMP
MARA
NEWS
USD-BITSTAMP
Tags
hash rate
bitcoin
Markets
From
Benzinga
MARA Holdings's Options Frenzy: What You Need to Know
November 26, 2024
Tickers
MARA
Tags
MARA
Options
Markets
From
Benzinga
Bitcoin Is Being Sold Into A Market With 'Ample Demand' From Institutions, Says Marathon CEO Fred Thiel
November 26, 2024
Tickers
BITCOMP
MARA
MSTR
NEWS
Tags
AI Generated
$BTC
bitcoin
From
Benzinga
Rumble Stock Rises In Tuesday Pre-Market After Adopting Bitcoin Treasury Strategy As BTC Retreats
November 26, 2024
Tickers
BITCOMP
MARA
MSTR
NEWS
Tags
Equities
Benzinga
Cryptocurrency
From
Benzinga
MicroStrategy, Coinbase, And Other Bitcoin-Linked Stocks Tumble As BTC's March To $100,000 Stalls
November 26, 2024
Tickers
BITCOMP
COIN
MARA
MSTR
Tags
Market News
News
General
From
Benzinga
Rumble Bets On Bitcoin With New Treasury Strategy, CEO Calls It An 'Excellent Addition'
November 25, 2024
Tickers
BITCOMP
MARA
MSFT
MSTR
Tags
News
Market News
RUM
From
Benzinga
10 Information Technology Stocks With Whale Alerts In Today's Session
November 25, 2024
Tickers
ALAB
MARA
MSFT
MSTR
Tags
Options
PCOR
BZI/AUOA
From
Benzinga
10 Information Technology Stocks Whale Activity In Today's Session
November 22, 2024
Tickers
AAPL
AVGO
CSCO
DDOG
Tags
SNOW
BZI/AUOA
Options
From
Benzinga
Why Crypto Stocks Were Crushing the Market on Thursday
November 21, 2024
Tickers
BTC
ETH
ETHA
MARA
Tags
BTC
Market News
ETHA
From
Motley Fool
Bitcoin Mining Stock MARA Holdings Is Outpacing Peers: What's Going On?
November 21, 2024
Tickers
BITCOMP
MARA
MSTR
NEWS
Tags
Benzinga
Market News
News
From
Benzinga
Bitcoin Mining Stock MARA Holdings Is Ripping Higher Wednesday: What's Going On?
November 20, 2024
Tickers
BITCOMP
MARA
MSTR
NEWS
Tags
Movers
MARA
bitcoin
From
Benzinga
10 Information Technology Stocks Whale Activity In Today's Session
November 20, 2024
Tickers
AAPL
AMD
CLSK
DDOG
Tags
SMCI
INTC
NVDA
From
Benzinga
Why Cryptocurrencies and Crypto Stocks Were Bouncing Higher on Tuesday
November 19, 2024
Tickers
BTC
MARA
MSTR
OM
Tags
Market News
OM
BTC
From
Motley Fool
MARA Holdings Unusual Options Activity
November 19, 2024
Tickers
MARA
Tags
Benzinga
BZI/UOA
Market News
From
Benzinga
Bitcoin Mining Stock MARA Holdings Is Moving Higher: What's Going On?
November 19, 2024
Tickers
BITCOMP
MARA
NEWS
USD-BITSTAMP
Tags
Benzinga
why it's moving
News
From
Benzinga
Super Micro Computer, Bakkt Holdings, MARA Holdings, Microstrategy, And Tesla Inc: Why These 5 Stocks Are On Investors' Radars Today
November 18, 2024
Tickers
BKKT
EVS
MARA
MSTR
Tags
News
Shivdeep Dhaliwal
Market News
From
Benzinga
10 Information Technology Stocks With Whale Alerts In Today's Session
November 18, 2024
Tickers
DT
FTNT
INTC
MARA
Tags
NVDA
Market News
INTC
From
Benzinga
Why Bitcoin-Related Stock MARA Holdings Is Falling
November 18, 2024
Tickers
BITCOMP
MARA
NEWS
USD-BITSTAMP
Tags
why it's moving
News
Market News
From
Benzinga
10 Information Technology Stocks With Whale Alerts In Today's Session
November 15, 2024
Tickers
AAOI
CLSK
MARA
MSTR
Tags
BZI/AUOA
TSM
MU
From
Benzinga
10 Information Technology Stocks With Whale Alerts In Today's Session
November 13, 2024
Tickers
AMD
CLSK
CORZ
CRWD
Tags
Options
MU
BZI/AUOA
From
Benzinga
MARA Holdings Faces Mixed Analyst Sentiment: Revenue Miss And Conservative Forecasts Amid Bitcoin Rally
November 13, 2024
Tickers
BITCOMP
CRPT
IBLC
MARA
Tags
Analyst Ratings
Benzinga
Equities
From
Benzinga
What's Going On With Bitcoin Mining Stocks MARA Holdings, Riot Platforms And CleanSpark?
November 13, 2024
Tickers
BITCOMP
CLSK
MARA
NEWS
Tags
Earnings
bitcoin
Movers
From
Benzinga
Expert Outlook: MARA Holdings Through The Eyes Of 5 Analysts
November 13, 2024
Tickers
MARA
Tags
Benzinga
BZI/AAR
MARA
From
Benzinga
CyberArk Software, Cisco Systems And 3 Stocks To Watch Heading Into Wednesday
November 13, 2024
Tickers
BZH
CSCO
CYBR
MARA
Tags
Market News
Stocks To Watch
News
From
Benzinga
MARA Holdings, SoundHound AI, Spotify, Rivian, Tesla: Why These 5 Stocks Are On Investors' Radars Today
November 12, 2024
Tickers
MARA
NEWS
RIVN
SOUN
Tags
$BTC
MARA
SoundHound
From
Benzinga
MARA Holdings Q3 Earnings: Revenue Miss; EPS Miss; 2,070 Bitcoin Mined; Energized Hash Rate Up 9%; Exahash Target 'Firmly In Sight'
November 12, 2024
Tickers
BITCOMP
MARA
NEWS
USD-BITSTAMP
Tags
Movers
bitcoin
MARA
From
Benzinga
Crypto Stocks Like MicroStrategy, Coinbase, Marathon Could 'Outperform The Majority Of Crypto Coins,' Says Veteran Trader
November 12, 2024
Tickers
COIN
HUT
MARA
MSTR
Tags
Benzinga
RIOT
HUT
From
Benzinga
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