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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
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Event Schedule
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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
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Recent news which mentions MSTR
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MSTR Stock On The Edge As Analyst Maps Fall To $350 Then 2x Jump
May 25, 2025
Tickers
MSTR
Tags
Stocks / Equities
Market News
MSTR
From
TalkMarkets
10 Information Technology Stocks With Whale Alerts In Today's Session
May 23, 2025
Tickers
AAPL
AMD
APLD
AVGO
Tags
MSTR
PLTR
RGTI
From
Benzinga
If You Invested $1000 In This Stock 20 Years Ago, You Would Have This Much Today
May 23, 2025
Tickers
MSTR
NEWS
Tags
Market News
Benzinga
MSTR
From
Benzinga
Unpacking the Latest Options Trading Trends in Strategy
May 23, 2025
Tickers
MSTR
Tags
Market News
Options
MSTR
From
Benzinga
Saylor Premium Keeps MSTR Elevated Despite Bitcoin Surge
May 23, 2025
Tickers
BITCOMP
BTC
MSTR
USD-BITSTAMP
Tags
Cryptocurrencies
BTC
Stocks / Equities
From
TalkMarkets
10 Information Technology Stocks Whale Activity In Today's Session
May 22, 2025
Tickers
AAPL
INTC
IONQ
MSFT
Tags
SAP
IONQ
BZI/AUOA
From
Benzinga
Crypto Stocks Edge Upwards As Bitcoin Hits Record High On Pizza Day
May 22, 2025
Tickers
BITCOMP
COIN
HOOD
MSTR
Tags
Market News
MSTR
BITCOMP
From
TalkMarkets
Strategy (MSTR) Stock Rises On $2.1B Preferred Stock Offering, Bitcoin All-Time High
May 22, 2025
Tickers
BITCOMP
MSTR
NEWS
USD-BITSTAMP
Tags
bitcoin
Benzinga
why it's moving
From
Benzinga
Strategy Unveils $2.1B At-The-Market Program To Acquire More Bitcoin
May 22, 2025
Tickers
BITCOMP
MSTR
NEWS
STRF
Tags
Michael Saylor
STRF
News
From
Benzinga
Nayib Bukele Hits Back At Naysayers After Bitcoin Bolts Past $110,000: 'They Said, Don't Take Screenshots, Take Profits' — Flaunts El Salvador's Neat Gains
May 22, 2025
Tickers
BITCOMP
MSTR
USD-BITSTAMP
Tags
bitcoin
El Salvador
Markets
From
Benzinga
When The Smartest Move Is Not To Play
May 21, 2025
Tickers
BITCOMP
GLD
MSTR
SLV
Tags
Gold/Precious Metals
MSTR
GLD
From
TalkMarkets
Treasury Yields Top 5%: These 20 Stocks Tanked In Just One Hour
May 21, 2025
Tickers
ALAB
COIN
CRDO
CRWV
Tags
TLT
PBW
CRDO
From
Benzinga
American Crypto Innovation: 3 Made in America Crypto Stocks That Are Worthy of a Place in Your Portfolio
May 21, 2025
Tickers
BTC
COIN
ETH
MARA
Tags
Recent Press Releases
COIN
BNB
From
Motley Fool
Michael Saylor Drops 'Back To The Future' Reference To Promote Bitcoin, Shiba Inu Flaunts Its Own DeLorean Links
May 21, 2025
Tickers
BITCOMP
BTC
MSTR
NEWS
Tags
TSLA
DeLorean Labs
Michael Saylor
From
Benzinga
Leveraged MSTR Exposure Meets Weekly Payouts As Defiance's New ETF Makes Debut Distribution
May 20, 2025
Tickers
MST
MSTR
Tags
MSTR
ETFs
Market News
From
Benzinga
10 Information Technology Stocks With Whale Alerts In Today's Session
May 20, 2025
Tickers
AAPL
CRWV
INTC
MSTR
Tags
Market News
Options
AAPL
From
Benzinga
Bitcoin To Hit $500,000 By 2028, Standard Chartered Says, As ETFs Buy $667M On Monday
May 20, 2025
Tickers
ARKB
BITCOMP
FBTC
IBIT
Tags
ARKB
Standard Chartered
Benzinga
From
Benzinga
MSTR's New Bitcoin Accounting Standard To Drive 'Financial Swings,' Make Earnings 'Volatile,' Says Expert After Lawsuit Hits Strategy
May 20, 2025
Tickers
BITCOMP
MSTR
NEWS
QQQ
Tags
SPY
Analyst Ratings
QQQ
From
Benzinga
$1000 Invested In This Stock 10 Years Ago Would Be Worth This Much Today
May 19, 2025
Tickers
MSTR
NEWS
Tags
Benzinga
MSTR
Market News
From
Benzinga
Looking Into Strategy's Recent Short Interest
May 19, 2025
Tickers
MSTR
Tags
Short Sellers
MSTR
Benzinga
From
Benzinga
Bitcoin-Linked Semler Scientific Stock Is Trending On Monday: What's Going On?
May 19, 2025
Tickers
BITCOMP
MSTR
NEWS
SMLR
Tags
News
$BTC
MSTR
From
Benzinga
Strategy Adds $765 Million In Bitcoin, Faces Lawsuit Over BTC Holdings
May 19, 2025
Tickers
BITCOMP
MSTR
NEWS
USD-BITSTAMP
Tags
Jim Chanos
$BTC
Top Stories
From
Benzinga
Strategy's Options: A Look at What the Big Money is Thinking
May 19, 2025
Tickers
MSTR
Tags
Options
Market News
MSTR
From
Benzinga
1 Top Cryptocurrency to Buy Before It Soars 12,521%, According to Michael Saylor
May 19, 2025
Tickers
BTC
MSTR
Tags
BTC
Market News
MSTR
From
Motley Fool
Michael Saylor Has A Tip For Average People Looking To Grow Their Wealth By 100x, But He Doesn't Want You To Quit Your Job To Invest In Bitcoin
May 19, 2025
Tickers
BITCOMP
MSTR
NEWS
USD-BITSTAMP
Tags
News
$BTC
wealth
From
Benzinga
This 1 Catalyst Could Send Bitcoin Skyrocketing Higher, According to Silicon Valley Billionaire Tim Draper
May 18, 2025
Tickers
BITCOMP
BTC
MSFT
MSTR
Tags
MSTR
Market News
BTC
From
Motley Fool
Strategy's Michael Saylor Says Bitcoin Will Grow at 30% Per Year for the Next 20 Years. Could He Be Right?
May 17, 2025
Tickers
BITCOMP
BTC
MSTR
USD-BITSTAMP
Tags
bitcoin
BTC
Market News
From
Motley Fool
10 Information Technology Stocks With Whale Alerts In Today's Session
May 16, 2025
Tickers
ADBE
ARM
CFLT
CRWV
Tags
Benzinga
IBM
FSLR
From
Benzinga
14 US State Pension Funds Now Hold $632 Million In Strategy Stock
May 16, 2025
Tickers
MSTR
NEWS
Tags
Short Sellers
bitcoin ETF
Benzinga
From
Benzinga
Ark Invest Takes Swipe At MSTR, MARA, Says 'Bitcoin Treasury Companies Don't Make Sense:' 'Funding Purchases With Debt...Seems Like A Recipe For Disaster'
May 16, 2025
Tickers
BITCOMP
CEP
GME
MARA
Tags
Bitcoin
RIOT
Brett Winton
From
Benzinga
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