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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
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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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Strategy Incorporated Stock Rebounds As Company Unveils STRD IPO To Fund BTC Holdings
June 02, 2025
Tickers
MSTR
Tags
Market News
MSTR
Stocks / Equities
From
TalkMarkets
Strategy And Metaplanet Deepen Bitcoin Exposure With Over $190 Million In Fresh Buys Amid $105K Market Level
June 02, 2025
Tickers
BITCOMP
MSTR
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Tags
bitcoin
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Benzinga
From
Benzinga
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
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AMZN
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BITS
Tags
GME
TSLA
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From
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Michael Saylor Asks Joe Rogan For A Chat: 'Let's Talk About Bitcoin'
June 02, 2025
Tickers
BITCOMP
MSTR
NEWS
USD-BITSTAMP
Tags
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Markets
The Joe Rogan Experience
From
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Why Trump Media Stock Crashed This Week
May 30, 2025
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BTC
DJT
MSTR
Tags
DJT
MSTR
Market News
From
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May 30, 2025
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APP
AVGO
FICO
MSTR
Tags
PLTR
MSTR
AVGO
From
Benzinga
Michael Saylor Says Bitcoin Is 'Engineered To Outperfom' And 'Going To Go Faster Than Gold:' Peter Schiff Says 'He Still Refuses To Debate...'
May 30, 2025
Tickers
BITCOMP
DJT
GOLD
MSTR
Tags
Market News
Bitcoin 2025
DJT
From
Benzinga
Bitcoin's Market Cap Is Now Higher Than These 3 Tech Giants. Can It Still Soar Higher?
May 30, 2025
Tickers
AMZN
BITCOMP
BTC
ETH
Tags
bitcoin
AMZN
Market News
From
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Bitcoin vs. Gold: The Best Buy Right Now, According to a Wall Street Analyst
May 30, 2025
Tickers
BITCOMP
BTC
COIN
GLD
Tags
IBIT
GLD
Market News
From
Motley Fool
How Strategy's 0.52 Bitcoin Correlation Drives Risk Asset Surge: Report
May 29, 2025
Tickers
BITCOMP
MSTR
NEWS
STRF
Tags
STRF
Michael Saylor
MSTR
From
Benzinga
10 Information Technology Stocks With Whale Alerts In Today's Session
May 29, 2025
Tickers
AAPL
AMD
AVGO
INTC
Tags
SNPS
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MSTR
From
Benzinga
Michael Saylor Says Strategy's 'Anti-Fragile' Structure Makes Trading Below Net Asset Value 'Good For Me'
May 29, 2025
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NEWS
Tags
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Expert Ideas
Top Stories
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Tesla, Block Ride Bitcoin Boom As MicroStrategy Goes All In
May 29, 2025
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BITCOMP
GME
MARA
MSTR
Tags
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GME
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Has President Trump Ushered in a New Golden Age for Cryptocurrency?
May 29, 2025
Tickers
BTC
COIN
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Tags
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MSTR
Market News
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Here's How Valuable Michael Saylor Thinks MicroStrategy Will Get
May 29, 2025
Tickers
BTC
MSTR
Tags
MSTR
Recent Press Releases
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Eric Trump Reveals Advice From Michael Saylor: Mortgage Mar-A-Lago And Take $2 Billion To Invest In Bitcoin
May 28, 2025
Tickers
BITCOMP
DJT
MSTR
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Tags
Donald Trump Jr/
Benzinga
bitcoin
From
Benzinga
Microsoft Passed On Bitcoin While GameStop Jumped In: Who's Laughing Now?
May 28, 2025
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BITCOMP
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MSFT
MSTR
Tags
Education
Benzinga
bitcoin stocks
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10 Information Technology Stocks Whale Activity In Today's Session
May 28, 2025
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IREN
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GameStop Buys 4,710 Bitcoins — Here's Why Markets Are Watching
May 28, 2025
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BITCOMP
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MSTR
NEWS
Tags
TSLA
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Strategy, Metaplanet Continue Bitcoin Treasury Push But The Pace Is Slowing
May 28, 2025
Tickers
BITCOMP
DJT
MSTR
MTPLF
Tags
MSTR
$BTC
Top Stories
From
Benzinga
1 Top Cryptocurrency to Buy Before It Soars 9,105%, According to MicroStrategy's Co-Founder Michael Saylor
May 28, 2025
Tickers
BTC
JPM
MCO
MS
Tags
MSTR
Market News
MCO
From
Motley Fool
Why Trump Media Stock Plummeted Today
May 27, 2025
Tickers
BTC
DJT
MSTR
Tags
DJT
Market News
MSTR
From
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4 Crypto Stocks To Consider As Bitcoin Hits New All-Time Highs
May 27, 2025
Tickers
BITCOMP
COIN
HOOD
MSTR
Tags
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Opinion
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10 Information Technology Stocks With Whale Alerts In Today's Session
May 27, 2025
Tickers
AAPL
CRWV
IONQ
MARA
Tags
MSFT
PONY
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From
Benzinga
Michael Saylor Calls Proof Of Reserves A 'Crypto Parlor Trick', But Binance's Ex-CEO CZ Isn't Having It: 'He Probably Sold Bitcoins'
May 27, 2025
Tickers
BITCOMP
MSTR
NEWS
USD-BITSTAMP
Tags
Michael Saylor
MSTR
Top Stories
From
Benzinga
4 Catalysts That Caused Bitcoin to Hit Its Highest Price Yet
May 27, 2025
Tickers
BITCOMP
BTC
MSTR
USD-BITSTAMP
Tags
Recent Press Releases
MSTR
Market News
From
Motley Fool
Trump Media Group Reportedly Plans To Raise $3 Billion To Buy Cryptocurrencies: 'Borrowing A Page' From MSTR Playbook, Says Peter Schiff
May 27, 2025
Tickers
BTC
DJT
MSTR
NEWS
Tags
$DOGE
Michael Saylor
Markets
From
Benzinga
MSTR (Strategy) Continues Bitcoin-Buying Spree As BTC Breaks Through $110k
May 26, 2025
Tickers
BITCOMP
MSTR
USD-BITSTAMP
Tags
Stocks / Equities
bitcoin
BITCOMP
From
TalkMarkets
10 Information Technology Stocks Whale Activity In Today's Session
May 26, 2025
Tickers
AAPL
CRWV
ENPH
INFA
Tags
Benzinga
ENPH
INFA
From
Benzinga
Bitcoin Breaks Out: Golden Cross Confirmed, Strategy Fuels Fire With $427 Million Buy
May 26, 2025
Tickers
BITCOMP
MSTR
USD-BITSTAMP
Tags
$BTC
Top Stories
Bitcoin
From
Benzinga
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