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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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
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
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American Attorney Working Remotely From Thailand Making $60K/Month in Dividends Shares Stock Portfolio – 'Most of All I Love' Working From Beach
June 19, 2025
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JEPI
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June 19, 2025
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Does Michael Saylor's MSTR Stock Face Valuation Risk Due to Heavy Reliance on Passive Funds? Top Analyst Thinks So: 'If The Bitcoin Price Falls...'
June 19, 2025
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MSTR
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June 18, 2025
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Fred Krueger Says Bitcoin Treasury Firms Must Buy Like Sharks — 10,000 BTC Monthly To Stay Afloat
June 18, 2025
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From
Benzinga
3 Undeniable Reasons Bitcoin Could Be a Millionaire Maker
June 18, 2025
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MSTR
USD-BITSTAMP
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Michael Saylor's Strategy Nears 600,000 Bitcoin After $1 Billion Buy Funded By High-Yield IPO, Says TD Cowen Sees 'Very Safe' Upside
June 18, 2025
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BITCOMP
MSTR
NEWS
STRK
Tags
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MSTR
benzinga neuro
From
Benzinga
GameStop Spent Over Half a Billion Dollars Buying Bitcoin. Here's What That Could Mean for the Struggling Stock
June 18, 2025
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BITCOMP
BTC
GME
MSTR
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From
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If You Invested $1000 In This Stock 20 Years Ago, You Would Have This Much Today
June 17, 2025
Tickers
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Tags
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From
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If You Invested $1,000 In Bitcoin When NFL Star Saquon Barkley Took Endorsement Money In BTC, Here's How Much You'd Have Today
June 17, 2025
Tickers
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DKNG
EA
MSTR
Tags
Saquon Barkley
nfl
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From
Benzinga
XRP Investors Have a New Strategy, and It's Straight From the Playbook of Bitcoin Legend Michael Saylor
June 17, 2025
Tickers
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BTC
MSTR
USD-BITSTAMP
Tags
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VVPR
MSTR
From
Motley Fool
1 Unstoppable Cryptocurrency to Buy Before It Soars 12,280%, According to MicroStrategy's Michael Saylor
June 17, 2025
Tickers
BTC
MSTR
Tags
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^GSPC
MSTR
From
Motley Fool
Eric Trump Says He Doesn't Have 'Public Involvement' In Justin Sun's MSTR-Type Public Venture, But Admits He's A 'Fan' Of Tron And Its Founder
June 17, 2025
Tickers
MSTR
NEWS
SRM
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Tags
Politics
Justin Sun
Benzinga
From
Benzinga
Strategy Acquires Another 10,100 BTC As Bitcoin Shrugs The Israel-Iran Conflict
June 16, 2025
Tickers
BITCOMP
MSTR
STRD
USD-BITSTAMP
Tags
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From
TalkMarkets
Metaplanet Surpasses Coinbase In Bitcoin Holdings With $117 Million Purchase: Japan's Crypto Giant Now Targets 1% Of BTC Supply By 2027
June 16, 2025
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MSTR
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June 16, 2025
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Saylor Doubles Down: $1.05B Bitcoin Buy Signals Unshaken Conviction
June 16, 2025
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Justin Sun's Tron Plans US Public Listing Amid Deepening Ties With Trump Family And Crypto-Political Shift
June 16, 2025
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From
Benzinga
Strategy Acquires $1.05 Billion In Bitcoin, Pushes Holdings To 592,100 BTC With 19.1% Yield In 2025
June 16, 2025
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MSTR
NEWS
USD-BITSTAMP
Tags
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Market News
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Benzinga
Short Seller Jim Chanos Reiterates Michael Saylor's Strategy Premium Is Unsustainable — Warns Bitcoin Arbitrage Is 'Not A Static Trade'
June 16, 2025
Tickers
BITCOMP
MSTR
NEWS
USD-BITSTAMP
Tags
MSTR
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Jim Chanos
From
Benzinga
The Fundamental Problem With MicroStrategy's Bitcoin-Buying Plan
June 15, 2025
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BITCOMP
BTC
MSTR
USD-BITSTAMP
Tags
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MSTR
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Motley Fool
Statistically and Historically Speaking, 2 of Wall Street's Highest-Flying Stocks Are in Epic Bubbles That I Fully Expect to Burst
June 15, 2025
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BTC
MSTR
PLTR
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Motley Fool
GameStop Has Taken a Page Out of MicroStrategy's Playbook. Can It Save the Struggling Stock?
June 14, 2025
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BTC
GME
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10 Information Technology Stocks With Whale Alerts In Today's Session
June 13, 2025
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ADBE
APLD
CLS
FSLR
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Benzinga
GameStop's Bitcoin Strategy Draws Skepticism Amid $1.75B Debt Offering
June 12, 2025
Tickers
BITCOMP
GME
MSTR
NEWS
Tags
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MSTR
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From
Benzinga
Peter Schiff Slams MSTR: 'Business Model Is a Complete Fraud,' Says Bankruptcy Is Inevitable
June 12, 2025
Tickers
MSTR
Tags
Benzinga
Michael Saylor
Peter Schiff
From
Benzinga
10 Information Technology Stocks Whale Activity In Today's Session
June 12, 2025
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AAPL
AMD
AVGO
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Tags
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Prediction: Down 66% From All-Time Highs, GameStop Could Be on the Verge of Going Parabolic. Here's the Catch Smart Investors Need to Know About Before Buying Shares Hand Over Fist.
June 12, 2025
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BTC
COIN
GME
HOOD
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RDDT
COIN
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10 Information Technology Stocks Whale Activity In Today's Session
June 11, 2025
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AAPL
AVGO
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CRWV
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AVGO
From
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