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home
about us
Investment Approach
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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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VAPE Stock Pops As Company Rebrands, Adopts BNB In $500 Million Crypto Pivot —Changpeng Zhao's VC Firm Leads Investment
August 06, 2025
Tickers
MSTR
NEWS
VAPE
Tags
$TRX
News
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Peter Schiff Says Gold Outperformed Bitcoin, Michael Saylor's Strategy Since Trump's Win — Here Is The Bigger Picture
August 06, 2025
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Tags
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Benzinga
From
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Tom Lee Believes Strategy Could Become The Biggest Company If Bitcoin Hits $1 Million: Michael Saylor Is 'Changing The Reality' Of The Stock Market
August 06, 2025
Tickers
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MSTR
USD-BITSTAMP
XOM
Tags
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From
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Coinbase, Circle, Metaplanet Stocks Tumble: What's Driving The Decline?
August 05, 2025
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Tags
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From
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Ethereum Treasury Wave Sweeps Walls Street: This Company Now Holds Nearly 4x More ETH Than Vitalik Buterin
August 05, 2025
Tickers
BMNR
ETH
MSTR
Tags
ETH
BMNR
$BTC
From
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Can XRP Hit $4 by 2026?
August 05, 2025
Tickers
BTC
C
MSTR
XRP
Tags
BTC
Recent Press Releases
MSTR
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This BlackRock ETF Could Soar 18,000%, According to Billionaire Michael Saylor
August 05, 2025
Tickers
BLK
BTC
IBIT
MSTR
Tags
Recent Press Releases
MSTR
IBIT
From
Motley Fool
Tom Lee Calls Ethereum The 'Biggest Macro Trends For The Next 10–15 Years' As BitMine Becomes Largest ETH Holder With $3 Billion Treasury
August 05, 2025
Tickers
BMNR
HOOD
JPM
MARA
Tags
Benzinga
HOOD
Cryptocurrency
From
Benzinga
BitMine Stock Is Trading Higher Monday: What's Going On?
August 04, 2025
Tickers
BMNR
MARA
MSTR
NEWS
Tags
MARA
Movers
$ETH
From
Benzinga
SharpLink Ups Ethereum Bets, Closes In On 500,000 ETH Holdings
August 04, 2025
Tickers
MSTR
NEWS
SBET
Tags
Market News
SBET
Top Stories
From
Benzinga
Strategy's Options: A Look at What the Big Money is Thinking
August 04, 2025
Tickers
MSTR
Tags
MSTR
Markets
Options
From
Benzinga
Eric Trump Advises To Buy Bitcoin, Ethereum Dips — Last Time He Said This, The Two Coins Fell To Their Yearly Lows In Barely 45 Days
August 04, 2025
Tickers
BITCOMP
BTC
MSTR
NEWS
Tags
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Benzinga
Market News
From
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DJT Falls As Trump Media Floats Utility Token Concept, Posts $20 Million Quarterly Loss
August 04, 2025
Tickers
COIN
DJT
MSTR
TSLA
Tags
MSTR
COIN
$BTC
From
Benzinga
Pudgy Penguins Reverses Downsides, Beats Bitcoin, Dogecoin In 24-Hour Gains — Analyst Expects Another 24% Upside If This Happens
August 04, 2025
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BITCOMP
MSTR
SOL
USD-BITSTAMP
Tags
$DOGE
MSTR
SOL
From
Benzinga
The Rich Are Using Self-Directed IRAs To Invest In Crypto, Startups—And Even Cows. Should You?
August 03, 2025
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BCS
COIN
MSTR
PLTR
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news access
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What's Driving the Market Sentiment Around Strategy?
August 01, 2025
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Tags
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These Analysts Boost Their Forecasts On MicroStrategy Following Q2 Results
August 01, 2025
Tickers
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Tags
Analyst Ratings
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MicroStrategy's $14 Billion Bitcoin Gain Becomes A Footnote In Bold Treasury Vision
August 01, 2025
Tickers
BITCOMP
MSTR
NEWS
USD-BITSTAMP
Tags
Analyst Ratings
Equities
Benzinga
From
Benzinga
Michael Saylor Says Owning Up To 7% of Bitcoin Isn't 'Too Much' Since 'The Future Is Orange'
August 01, 2025
Tickers
BITCOMP
MSTR
NEWS
USD-BITSTAMP
Tags
MSTR
$BTC
bitcoin
From
Benzinga
The $100 Billion Bitcoin Bet: How Treasury Companies Are Fueling The Crypto Run
August 01, 2025
Tickers
BITCOMP
BMNR
MSTR
MTPLF
Tags
MSTR
$SOL
$BTC
From
Benzinga
Strategy Stock Climbs 1.9% After Key Trading Signal
August 01, 2025
Tickers
MSTR
Tags
Equities
Benzinga
Market News
From
Benzinga
1 Reason to Buy Bitcoin (BTC)
August 01, 2025
Tickers
BITCOMP
BTC
MSTR
USD-BITSTAMP
Tags
STAN
BTC
Recent Press Releases
From
Motley Fool
Michael Saylor Says Strategy's Current Capital Structure 'Bulletproof' Compared To 2022 Crypto Winter, Asserts Company Can Weather 80% Bitcoin Crash
August 01, 2025
Tickers
BITCOMP
MSTR
USD-BITSTAMP
Tags
$BTC
Short Sellers
bitcoin
From
Benzinga
MicroStrategy Beats Q2 Earnings As Revenue Rises, Bitcoin Yield Climbs To 19.7%
July 31, 2025
Tickers
BITCOMP
MSTR
NEWS
TECH
Tags
Top Stories
Market News
why it's moving
From
Benzinga
Got $1,000? 3 Cryptocurrencies to Buy and Hold For Decades
July 31, 2025
Tickers
BTC
ETH
ETHA
IBIT
Tags
IBIT
MSTR
Recent Press Releases
From
Motley Fool
Investing $2,000 in Each of These 3 Stocks 5 Years Ago Would Have Created a Portfolio Worth Nearly $135,000 Today
July 31, 2025
Tickers
MRK
MSTR
SMCI
VRNA
Tags
VRNA
Recent Press Releases
SMCI
From
Motley Fool
How Coinbase And Michael Saylor's Strategy Stack Up: Crypto Stock Check-Up Ahead Of Q2 Earnings
July 31, 2025
Tickers
COIN
MSTR
Tags
MSTR
COIN
Benzinga
From
Benzinga
Wall Street Strategist Tom Lee Is Betting $250 Million That This Cryptocurrency Will Soar (Hint: Not Bitcoin)
July 31, 2025
Tickers
ADA
BITCOMP
BMNR
BTC
Tags
PYPL
SCBF/Y
PYUSD
From
Motley Fool
Earnings Scheduled For July 31, 2025
July 31, 2025
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AAMI
AAPL
ABBV
ACCO
Tags
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TWI
CMRE
From
Benzinga
First Bitcoin, Then Ethereum: Will Ripple's XRP Be the Next Target of the Corporate Treasury Strategy?
July 31, 2025
Tickers
BITCOMP
BMNR
BTC
ETH
Tags
SBET
Market News
BTC
From
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