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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
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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
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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
Bond Fund Seminar
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Better Buy in 2025: XRP (Ripple) or Bitcoin?
August 20, 2025
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BTC
MSTR
USD-BITSTAMP
Tags
BTC
bitcoin
MSTR
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August 19, 2025
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August 19, 2025
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MSTR
USD-BITSTAMP
Tags
MSTR
Recent Press Releases
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BTCS Stock Surges 10% As Company Launches First-Ever Blockchain Dividend, Paying Shareholders Directly In Ethereum
August 19, 2025
Tickers
BMNR
BTCS
MSTR
NEWS
Tags
Cryptocurrency
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From
Benzinga
Ross Gerber Calls Michael Saylor's Bitcoin Approach 'Crazy Bad Math' For Investors, Predicts It Can 'Nuke' BTC If Things Go Wrong
August 19, 2025
Tickers
BITCOMP
MSTR
NEWS
USD-BITSTAMP
Tags
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Ross Gerber
From
Benzinga
ETHZilla Rebrands From 180 Life Sciences, But Stock Sinks 4% In After-Hours Trading: Here's Why
August 18, 2025
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ETHZ
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Tags
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Market News
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10 Information Technology Stocks Whale Activity In Today's Session
August 18, 2025
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Strategy's Bitcoin Stash Hits 629,376 BTC—More Than Tesla, Coinbase, Marathon Digital Combined
August 18, 2025
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BITCOMP
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Tom Lee's $5 Billion Ethereum Bet Puts Bitcoin Maximalists On Notice
August 18, 2025
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August 18, 2025
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Solo Bitcoin Miner Hits Jackpot, Earns $360,000 After Beating Heavy Odds
August 18, 2025
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August 17, 2025
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August 16, 2025
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AskSlim Market Week - Friday, Aug. 15
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Strategy's MSTR Keeps Underperforming Bitcoin: What's Driving The Divergence?
August 15, 2025
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NEWS
USD-BITSTAMP
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Norway's Sovereign Wealth Fund Doubles Down On Bitcoin Via MSTR, Metaplanet Investments
August 15, 2025
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Trump-Backed American Bitcoin Eyes Japanese, Hong Kong Firms For Crypto Acquisition: Report
August 15, 2025
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BITCOMP
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Nu Holdings Stock Pops 10% In Pre-Market Trading — What's Driving It?
August 15, 2025
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BRK
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NU
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BIT Mining Stock Sinks 8% After-Hours After Company Reports Deeper-Than-Expected Loss
August 15, 2025
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BTCM
MSTR
NEWS
Tags
BTCM
Benzinga
Earnings
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180 Life Sciences Stock Slides After-Hours As Ethereum's Decline Triggers Massive Sell-Off
August 15, 2025
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ATNF
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NEWS
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Benzinga
Market News
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Chamath Palihapitiya Once Disclosed He Was A Warren Buffett Disciple, But Disagreed With The Investing Legend's 'Wrong, Outdated' Views On Bitcoin
August 14, 2025
Tickers
BITCOMP
MSTR
NEWS
USD-BITSTAMP
Tags
KeyProj
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From
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1 Top Cryptocurrency to Buy Before It Soars 17,888%, According to Strategy's Michael Saylor
August 14, 2025
Tickers
BLK
BTC
MSTR
Tags
BTC
BLK
Market News
From
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Cardano Pops Over 17% And Leaves Bitcoin, Ethereum Trailing Amid Grayscale ETF Filing Euphoria
August 14, 2025
Tickers
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MSTR
USD-BITSTAMP
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$ADA
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From
Benzinga
Coinbase Integration Helped This Crypto Token Pop Over 80% In A Week: Find Out More
August 14, 2025
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AERO
COIN
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Benzinga
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Benzinga
Peter Thiel-Backed Bullish Shoots Up 11% After-Hours Following Blockbuster IPO
August 13, 2025
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Tags
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From
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