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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
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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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Back Dated Performance Reports
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
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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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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Latest News about MSTR
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MSTR Stock Plunges Over 6% In Monday Pre-Market: What's Going On?
March 10, 2025
Tickers
BTC
MSTR
NEWS
Tags
MSTR
Donald Trump
benzinga neuro
From
Benzinga
Okta, Moderna and MicroStrategy Are Among Top 10 Large-Cap Gainers Last Week (Mar 3-Mar 7): Are The Others In Your Portfolio?
March 09, 2025
Tickers
BJ
ESLT
ING
MRNA
Tags
MT
why it's moving
Benzinga
From
Benzinga
Why Strategy Stock Soared This Week
March 08, 2025
Tickers
ADA
BTC
ETH
MSTR
Tags
XRP
ADA
MSTR
From
Motley Fool
10 Information Technology Stocks With Whale Alerts In Today's Session
March 06, 2025
Tickers
AMD
AVGO
CORZ
MARA
Tags
AMD
BZI/AUOA
AVGO
From
Benzinga
Michael Saylor Hints US Will Buy 1 Million Bitcoin For Strategic Reserve
March 06, 2025
Tickers
BITCOMP
MSTR
NEWS
USD-BITSTAMP
Tags
Bitcoin Reserve
Cryptocurrency
Expert Ideas
From
Benzinga
MSTR Short Interest Falls 4.53% But Technical Analysis Reveals Mixed Signals: Is Michael Saylor's Strategy Poised For A Bounce Back?
March 06, 2025
Tickers
MSTR
NEWS
QQQ
Tags
Benzinga
QQQ
Options
From
Benzinga
10 Information Technology Stocks With Whale Alerts In Today's Session
March 05, 2025
Tickers
AAPL
ADSK
AVGO
CRM
Tags
INTU
NVDA
MARA
From
Benzinga
Market Whales and Their Recent Bets on MSTR Options
March 05, 2025
Tickers
MSTR
Tags
Markets
Benzinga
BZI/UOA
From
Benzinga
MSTR Stock Rises Nearly 4% in Wednesday Pre-Market Trading: What's Going On?
March 05, 2025
Tickers
BTC
ETH
MSTR
NEWS
Tags
News
$BTC
Donald Trump
From
Benzinga
Billionaire Investor Paul Singer Just Made a Massive Bet Against Nvidia and Tripled His Position in a Stock That Wall Street Analysts Think Can Soar 115%
March 05, 2025
Tickers
BTC
MSTR
NVDA
Tags
Market News
Recent Press Releases
MSTR
From
Motley Fool
Mike Alfred Says Wall Street Giants Are Targeting Michael Saylor-Led MSTR By Driving Bitcoin Lower: Critic Dismisses It As 'Conspiratorial Thinking'
March 05, 2025
Tickers
BITCOMP
MSTR
NEWS
USD-BITSTAMP
Tags
Wall Street
Markets
Michael Saylor
From
Benzinga
Michael Saylor's Strategy Inc Along With CrowdStrike, Best Buy, Credo Technology, And Tesla: Why Are These 5 Stocks On Investors' Radars Today
March 04, 2025
Tickers
BBY
CRDO
CRWD
EVS
Tags
Best Buy Co/
Shivdeep Dhaliwal
Equities
From
Benzinga
10 Information Technology Stocks Whale Activity In Today's Session
March 04, 2025
Tickers
AMD
AVGO
CRDO
IREN
Tags
Benzinga
BZI/AUOA
VIAV
From
Benzinga
Crypto Market Sell-Off: Is It Time to Buy Bitcoin?
March 04, 2025
Tickers
BITCOMP
BTC
MSTR
USD-BITSTAMP
Tags
MSTR
Recent Press Releases
Market News
From
Motley Fool
MSTR Retains Bitcoin, Declares Preferred Dividend As Michael Saylor Predicts $200 Trillion Market Cap For Bitcoin
March 04, 2025
Tickers
BITCOMP
BTC
ETH
MSTR
Tags
Cryptocurrecny
Michael Saylor
Markets
From
Benzinga
Strategy's Michael Saylor Calls Crypto Reserve 'Bullish for Bitcoin', Predicts $100 Trillion Opportunity
March 03, 2025
Tickers
BITCOMP
MSTR
NEWS
USD-BITSTAMP
Tags
bitcoin
Stories That Matter
Benzinga
From
Benzinga
An Investor's Look at Palantir and MicroStrategy (Strategy)
March 03, 2025
Tickers
BRK-A
BRK-B
BTC
CELH
Tags
Recent Press Releases
CELH
BTC
From
Motley Fool
10 Information Technology Stocks With Whale Alerts In Today's Session
March 03, 2025
Tickers
AAPL
APP
ENPH
INTC
Tags
SMCI
INTC
ENPH
From
Benzinga
This Is What Whales Are Betting On Strategy
March 03, 2025
Tickers
MSTR
Tags
Market News
Options
MSTR
From
Benzinga
Analysts Doubt US Crypto Reserve Expansion Beyond Bitcoin, Cite Funding Challenges
March 03, 2025
Tickers
BITCOMP
BTC
COIN
MSTR
Tags
Bitcoin Reserve
Cryptocurrency
Expert Ideas
From
Benzinga
What's Driving the Market Sentiment Around Strategy?
March 03, 2025
Tickers
MSTR
Tags
Market News
Benzinga
MSTR
From
Benzinga
MSTR Stock Up Nearly 13% In Monday Pre-Market: What's Going On?
March 03, 2025
Tickers
BTC
ETH
MSTR
NEWS
Tags
$ADA
$SOL
$XRP
From
Benzinga
Tesla, Palantir And MicroStrategy Are Among Top 12 Large-Cap Losers Last Week (Feb 24-Feb 28): Are The Others In Your Portfolio?
March 02, 2025
Tickers
APP
CART
DUOL
MSTR
Tags
why it's moving
Stories That Matter
Movers
From
Benzinga
Billionaires Sell Nvidia Stock and Buy a BlackRock ETF Wall Street Experts Say May Soar Up to 15,375%
March 01, 2025
Tickers
AB
BLK
BTC
IBIT
Tags
Recent Press Releases
BTC
SF
From
Motley Fool
Why Strategy Stock Is Falling This Week
February 28, 2025
Tickers
MSTR
Tags
Market News
Recent Press Releases
MSTR
From
Motley Fool
The Real Reason Why Bitcoin Is Down 14% In 7 Days (And May Go Down More)
February 28, 2025
Tickers
BITCOMP
MSTR
NEWS
USD-BITSTAMP
Tags
MSTR
AI Generated
News
From
Benzinga
Michael Saylor Says 'Sell A Kidney, But Keep The Bitcoin', But MSTR Is Down 28% Since He Appeared On The Cover Of Forbes
February 28, 2025
Tickers
BITCOMP
MSTR
NEWS
USD-BITSTAMP
Tags
bitcoin
Michael Saylor
Benzinga
From
Benzinga
MSTR Stock Falls Over 3% In Friday Pre-Market: What's Going On?
February 28, 2025
Tickers
BTC
MSTR
NEWS
Tags
Benzinga
BTC
Markets
From
Benzinga
Michael Saylor Presents 'Digital Assets Framework' To House Committe, Pitches For US Supremancy In Bitcoin, Crypto
February 27, 2025
Tickers
BITCOMP
MSTR
NEWS
USD-BITSTAMP
Tags
Markets
Michael Saylor
house financial services committee
From
Benzinga
Peter Schiff: Bitcoin's Rally To $100,000 Is 'Repayment' By Trump To Crypto Supporters, But $50,000 May Be On The Cards
February 26, 2025
Tickers
BITCOMP
MSTR
NEWS
USD-BITSTAMP
Tags
AI Generated
MSTR
Peter Schiff
From
Benzinga
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