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home
about us
Investment Approach
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Firm ADV PDFs
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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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Client Information
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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
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
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Stocks Tumble As Traders Rethink Santa Rally, Crude Tops $70, Bitcoin Slips To $94,000: What's Driving Markets Friday?
December 27, 2024
Tickers
BITCOMP
COIN
DIA
ECON
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From
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December 27, 2024
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December 27, 2024
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JGRW
MSTR
MSTU
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From
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TradePulse Power Inflow Alert: Microstrategy Inc. (MSTR) Moves up 1.8% After Signal
December 27, 2024
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MSTR
Tags
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contributors
From
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3 Reasons Bitcoin Could Go Parabolic in 2025
December 27, 2024
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IBIT
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From
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5 Seemingly Unstoppable Stocks I'd Sell Right Now
December 27, 2024
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From
Motley Fool
Vivek Ramaswamy's Strive Applies For 'Bitcoin Bond' ETF That Tracks MicroStrategy's Convertible Securities Market
December 26, 2024
Tickers
BITCOMP
MSTR
NEWS
USD-BITSTAMP
Tags
Convertible Bond
bitcoin
Benzinga
From
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MicroStrategy Shares Are Falling Today: What's Going On?
December 26, 2024
Tickers
MSTR
NEWS
Tags
why it's moving
Benzinga
Market News
From
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Bitcoin Investors Should Be Optimistic Ahead Of 2025: Here's Why
December 26, 2024
Tickers
BITCOMP
BLK
GBTC
IBIT
Tags
bitcoin
Benzinga
Cryptocurrency
From
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Billionaires Are Buying an ETF That Could Soar 13,100% if Michael Saylor of MicroStrategy Is Right
December 26, 2024
Tickers
BTC
IBIT
MSTR
Tags
MSTR
Recent Press Releases
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From
Motley Fool
Why Bitcoin Dropped Despite MicroStrategy’s Bold Stock Plan
December 26, 2024
Tickers
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MSTR
NEWS
USD-BITSTAMP
Tags
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MSTR
33
From
Wall Street Pit
MicroStrategy, Portland General Electric And Other Big Stocks Moving Lower In Thursday's Pre-Market Session
December 26, 2024
Tickers
CGEM
DCTH
DSGN
GTN
Tags
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Movers
From
Benzinga
MicroStrategy Stock Tumbles Over 4% In Thursday Premarket: What's Going On?
December 26, 2024
Tickers
BTC
MSTR
NEWS
Tags
benzinga neuro
$BTC
News
From
Benzinga
Chaos in ETFs: The Ripple Effect of MicroStrategy’s Surge
December 25, 2024
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ETF
MSTR
NEWS
Tags
33
ETF
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From
Wall Street Pit
10 Information Technology Stocks With Whale Alerts In Today's Session
December 25, 2024
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Tags
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Check Out These 5 Nasdaq-Listed Multibaggers — One Made Investors 17.56x Richer This Year: Here's What To Expect In 2025
December 25, 2024
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Benzinga
Pooja Rajkumari
From
Benzinga
Better Buy in 2025: XRP or Bitcoin?
December 25, 2024
Tickers
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MSTR
USD-BITSTAMP
Tags
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From
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Santa Rally Kicks Off On Wall Street: Stocks Gain, Tesla Soars, Bitcoin Hits $98,000
December 24, 2024
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Tags
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From
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December 24, 2024
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From
Benzinga
Michael Saylor Declares Bitcoin The World's First 'Perfect Money'
December 24, 2024
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MSTR
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From
Benzinga
Greenfire Resources, Hut 8, TeraWulf, MicroStrategy And Other Big Stocks Moving Higher On Tuesday
December 24, 2024
Tickers
AVXL
BTDR
CYD
GFR
Tags
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AVXL
From
Benzinga
MicroStrategy ETFs Face Tracking Error Because Of Volatility: Here Are The Potential Risks Investors Face
December 24, 2024
Tickers
MSTR
MSTU
MSTX
NEWS
Tags
Roundhill Investments
MSTR
MSTX
From
Benzinga
MicroStrategy Plans Special Shareholder Vote To Support Its $42 Billion Bitcoin Acquisition Strategy — Michael Saylor Says Proposals Support 21/21 Plan
December 24, 2024
Tickers
BITCOMP
MSTR
NEWS
USD-BITSTAMP
Tags
Markets
Michael Saylor
MicroStrategy
From
Benzinga
Jeff Bezos Says $600 Million Wedding Rumor Is 'Completely False': Elon Musk, Michael Saylor, Bill Ackman Respond
December 23, 2024
Tickers
AMZN
MSTR
Tags
Jeff Bezos
Benzinga
Bill Ackman
From
Benzinga
MicroStrategy Sinks After Nasdaq 100 Inclusion: Bitcoin Bet Under Fire?
December 23, 2024
Tickers
BITCOMP
MSTR
TECH
USD-BITSTAMP
Tags
Mid Cap
Michael Saylor
MSTR
From
Benzinga
Tech Stocks Eye Christmas Gains, Microstrategy Tumbles As Bitcoin Dips To $93,000: What's Driving Markets Monday?
December 23, 2024
Tickers
AMD
AVGO
BITCOMP
CCL
Tags
SOXX
midday update
DG
From
Benzinga
10 Information Technology Stocks Whale Activity In Today's Session
December 23, 2024
Tickers
AAPL
AMD
AVGO
MSTR
Tags
BZI/AUOA
AMD
AVGO
From
Benzinga
MicroStrategy Adds 5,262 Bitcoin To Bring Holdings To Over 444,000 BTC
December 23, 2024
Tickers
BITCOMP
MSTR
NEWS
USD-BITSTAMP
Tags
Michael Saylor
bitcoin
Benzinga
From
Benzinga
US Stocks To Open Higher As Wall Street Expects 'Santa Rally' In Shortened Trading Week: MicroStrategy, Palantir, Qualcomm Among Stocks In Focus
December 23, 2024
Tickers
ARM
AVXL
BNRG
LAES
Tags
Economics
Federal Reserve
Equities
From
Benzinga
Scaramucci Defends MicroStrategy's Bitcoin Strategy, Predicts Long-Term Crypto Growth
December 22, 2024
Tickers
BITCOMP
MSTR
NEWS
USD-BITSTAMP
Tags
Michael Saylor
Markets
$BTC
From
Benzinga
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