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about us
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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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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
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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
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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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Bitcoin Probably Won't Fix GameStop's Troubles
June 11, 2025
Tickers
BITCOMP
GME
MSTR
USD-BITSTAMP
Tags
Benzinga
Equities
Short Ideas
From
Benzinga
This New ETF Aims To Turn GameStop's Wild Moves Into Cash
June 11, 2025
Tickers
BITB
COIN
ETHW
GME
Tags
IGME
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Stories That Matter
From
Benzinga
Jim Cramer Says 'Apple Buyback Is Not Working Right Now,' Michael Saylor Quips Tim Cook's Company 'Should Buy Bitcoin'
June 11, 2025
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AAPL
BITCOMP
GOOG
GOOGL
Tags
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Antitrust
News
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
IBIT
Recent Press Releases
MSTR
From
Motley Fool
Michael Saylor Says Jim Chanos Doesn't Understand Strategy's Model, Criticizes Long Bitcoin, Short MSTR Trade—Short Seller Hits Back With 'Financial Gibberish' Remark
June 11, 2025
Tickers
BITCOMP
MSTR
NEWS
USD-BITSTAMP
Tags
Market News
News
strategy
From
Benzinga
10 Information Technology Stocks Whale Activity In Today's Session
June 10, 2025
Tickers
AAPL
AVGO
CRWV
INTC
Tags
IREN
BZI/AUOA
Options
From
Benzinga
Michael Saylor's MSTR Could Be 'Hit Hard' If BTC Tumbles: Strategy Is 'High-Stakes And Risky Now, But So Far, It's Working,' Says Analyst
June 10, 2025
Tickers
MSTR
QQQ
SPY
STRF
Tags
MicroStrategy
BTC Treasury
QQQ
From
Benzinga
Klotho Neurosciences, AMD, Strategy, Circle Internet Group, And Tesla: Why These 5 Stocks Are On Investors' Radars Today
June 09, 2025
Tickers
AMD
CRCL
EVS
KLTO
Tags
Klotho Neurosciences
Benzinga
TSLA
From
Benzinga
10 Information Technology Stocks With Whale Alerts In Today's Session
June 09, 2025
Tickers
AAPL
CRWV
ENPH
MSFT
Tags
Benzinga
RCAT
WULF
From
Benzinga
Strategy Buys Another $110 Million In Bitcoin, Now Holds 582,000 BTC
June 09, 2025
Tickers
BITCOMP
MSTR
NEWS
USD-BITSTAMP
Tags
Benzinga
Michael Saylor
Market News
From
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Stablecoin Issuer Circle Soars In Public Debut
June 08, 2025
Tickers
ANTA
ARAI
CRCL
ETOR
Tags
ARAI
ETOR
Market News
From
TalkMarkets
Got $1,000? Here's 1 More Reason to Buy XRP and Hold It for at Least 3 Years
June 08, 2025
Tickers
BTC
MSTR
Tags
Recent Press Releases
BTC
MSTR
From
Motley Fool
Crypto Treasury Companies Are Bullish on Bitcoin and XRP. But Don't Invest.
June 07, 2025
Tickers
BITCOMP
BTC
MSTR
RITR
Tags
RITR
Market News
BTC
From
Motley Fool
Here's Why GameStop Stock Is Plunging
June 07, 2025
Tickers
BTC
GME
MSTR
Tags
GME
Market News
BTC
From
Motley Fool
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
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Exclusives
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Benzinga
10 Information Technology Stocks Whale Activity In Today's Session
June 06, 2025
Tickers
AAPL
AVGO
CRWD
HPE
Tags
CRWD
MSTR
Market News
From
Benzinga
Bitcoin's Moonshot: Can MicroStrategy And Coinbase Keep Riding The Crypto Wave?
June 05, 2025
Tickers
BITCOMP
COIN
MSTR
USD-BITSTAMP
Tags
Cryptocurrency
Benzinga
Markets
From
Benzinga
Bitcoin Stock Strategy— Buy Or Sell? What Technicals Reveal For Michael Saylor's MSTR?
June 05, 2025
Tickers
BITCOMP
MSTR
NEWS
USD-BITSTAMP
Tags
Benzinga
technical indicators
Cryptocurrency
From
Benzinga
10 Information Technology Stocks Whale Activity In Today's Session
June 05, 2025
Tickers
AAPL
AVGO
CRWV
FSLR
Tags
Market News
NVDA
CRWV
From
Benzinga
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
MSTR
Recent Press Releases
BTC
From
Motley Fool
10 Information Technology Stocks With Whale Alerts In Today's Session
June 04, 2025
Tickers
AAPL
AVGO
CRWV
INTC
Tags
AAPL
Benzinga
QCOM
From
Benzinga
Bitcoin Hedge Theory Meets a Harsh Boardroom Reality
June 04, 2025
Tickers
BITCOMP
BTC
GS
META
Tags
Recent Press Releases
MSTR
META
From
Motley Fool
This BlackRock ETF Could Soar 12,400%, According to Billionaire Michael Saylor
June 04, 2025
Tickers
BLK
BTC
IBIT
MSTR
Tags
BTC
BLK
Market News
From
Motley Fool
2 Stocks That Could Turn $1,000 Into $5,000 by 2030
June 04, 2025
Tickers
AMZN
CELH
CPNG
MNST
Tags
Recent Press Releases
PEP
MSTR
From
Motley Fool
10 Information Technology Stocks Whale Activity In Today's Session
June 03, 2025
Tickers
AMD
AVGO
CRWD
CRWV
Tags
AVGO
PLTR
HPE
From
Benzinga
Strategy Launches STRD Preferred Stock Offering 10% Yield
June 03, 2025
Tickers
MSTR
NEWS
PFF
STRF
Tags
Benzinga
Top Stories
PFF
From
Benzinga
Michael Saylor's Strategy To Outperform Bitcoin? Here's How It Could Happen
June 03, 2025
Tickers
BITCOMP
CEP
DFDV
MSTR
Tags
DFDV
Stablecoins
bitcoin
From
Benzinga
Is MicroStrategy (Strategy) Still the Best Bitcoin Proxy Stock You Can Buy?
June 03, 2025
Tickers
BITCOMP
BTC
CEP
MARA
Tags
Recent Press Releases
CEP
bitcoin
From
Motley Fool
This Isn't A 'Great Sign' For Bitcoin, Says Top Currency Trader: 'Whales Are Once Again....'
June 03, 2025
Tickers
BITCOMP
MSTR
NEWS
USD-BITSTAMP
Tags
Markets
Bitcoin
bitcoin
From
Benzinga
President Trump’s All-In Bet On Bitcoin
June 02, 2025
Tickers
BITCOMP
DJT
GME
MSTR
Tags
bitcoin
Stocks / Equities
MSTR
From
TalkMarkets
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