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home
about us
Investment Approach
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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
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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
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MicroStrategy (MSTR) Stock Slides 5% Despite Landmark Crypto Legislation
July 18, 2025
Tickers
MSTR
NEWS
Tags
Benzinga
why it's moving
Market News
From
Benzinga
$67M For More ETH: Bit Digital Expands Its Ethereum Treasury Beyond 120,000 Coins
July 18, 2025
Tickers
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MSTR
NEWS
SMLR
Tags
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$DOGE
From
Benzinga
Ethereum Just Approached $3,500. 3 Reasons This Leading Cryptocurrency Is Still a Buy
July 18, 2025
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BMNR
BTC
ETH
MSTR
Tags
USDC
Market News
MSTR
From
Motley Fool
BitMine Surges 14% After Hours As Ethereum Holdings Top $1 Billion Just Days After $250 Million Raise
July 18, 2025
Tickers
BMNR
ETH
GAME
MSTR
Tags
MSTR
General
News
From
Benzinga
This Unstoppable Cryptocurrency Is Now As Big As Amazon, and It Could Soar By Another 10,500%, According to Strategy's Michael Saylor
July 18, 2025
Tickers
AMZN
BTC
GOOG
GOOGL
Tags
NVDA
META
MSTR
From
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Tom Lee Says Michael Saylor-Led Strategy's 35x Surge Wasn't Just Bitcoin — Treasury Moves 'Far More Significant' Than Token Price Gain
July 18, 2025
Tickers
BITCOMP
BMNR
BTC
MSTR
Tags
Markets
BTC
MSTR
From
Benzinga
10 Information Technology Stocks With Whale Alerts In Today's Session
July 17, 2025
Tickers
AAPL
CORZ
CRWV
HPE
Tags
CRWV
MSFT
MSTR
From
Benzinga
Is Investing in a Bitcoin Treasury Company a Millionaire-Maker Strategy?
July 17, 2025
Tickers
BITCOMP
BTC
MSTR
USD-BITSTAMP
Tags
Recent Press Releases
MSTR
Market News
From
Motley Fool
10 Information Technology Stocks With Whale Alerts In Today's Session
July 16, 2025
Tickers
AAPL
AMD
BBAI
CRWV
Tags
Benzinga
INTC
MU
From
Benzinga
Here's How Much You Would Have Made Owning Strategy Stock In The Last 20 Years
July 16, 2025
Tickers
MSTR
NEWS
Tags
News
Trading Ideas
BZI/POD
From
Benzinga
GameSquare Shares Soar 38% In After-Hours Trading As Company Gears Up To Explain $100 Million Ethereum Investment Strategy
July 16, 2025
Tickers
ETH
GAME
MSTR
Tags
ETH
Benzinga
$BTC
From
Benzinga
Ryan Cohen Says GameStop Has Its 'Unique Strategy' And Isn't A 'Mini' Version Of Michael Saylor's Bitcoin Whale Company: 'Will Deploy Capital Responsibly'
July 16, 2025
Tickers
BITCOMP
GME
MSTR
USD-BITSTAMP
Tags
Market News
MSTR
Cryptocurrency
From
Benzinga
10 Information Technology Stocks With Whale Alerts In Today's Session
July 15, 2025
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AMD
CRCL
ENPH
IREN
Tags
MARA
NVDA
IREN
From
Benzinga
Bitcoin Advocate Says BTC Will Emulate 2021 Dogecoin Run: 'This Thesis Will Retire Your Bloodline'
July 15, 2025
Tickers
BITCOMP
MSTR
NEWS
USD-BITSTAMP
Tags
bitcoin
$DOGE
Benzinga
From
Benzinga
Unpacking the Latest Options Trading Trends in Strategy
July 15, 2025
Tickers
MSTR
Tags
Benzinga
Markets
MSTR
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What Analysts Are Saying About Strategy Stock
July 15, 2025
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Tags
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MSTR
Benzinga
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A Single Investment Could Have Turned $1,000 Into More Than $30 Million
July 15, 2025
Tickers
BTC
COIN
MSTR
Tags
BTC
Recent Press Releases
MSTR
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3 Factors Behind Bitcoin's Latest Record High. Will This Major Cryptocurrency Continue to Rise?
July 15, 2025
Tickers
BITCOMP
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DJT
MSTR
Tags
DJT
NVDA
MSTR
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Motley Fool
'PARC' Stock Coinbase Hits $100 Billion Market Capitalization As Bitcoin Rally Powers Crypto-Linked Equities
July 15, 2025
Tickers
BITCOMP
COIN
MSTR
USD-BITSTAMP
Tags
MSTR
Market News
$BTC
From
Benzinga
Bitcoin Treasury Companies' Play Like 'Ponzi Built On A Pyramid,' Says Peter Schiff; Economist Warns 'Wild Centralized Speculation' Eroding BTC's Foundation
July 15, 2025
Tickers
BITCOMP
MSTR
USD-BITSTAMP
Tags
MSTR
Market News
$BTC
From
Benzinga
Stock Of The Day – Breakout Time For MicroStrategy?
July 14, 2025
Tickers
MSTR
Tags
Expert Ideas
Technicals
MSTR
From
Benzinga
From Crisis To Catalyst: How Bitcoin Redefined Economic Stability
July 14, 2025
Tickers
BITCOMP
BTC
MSTR
USD-BITSTAMP
Tags
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BTC
Market News
From
TalkMarkets
Strategy Adds $472 Million In Bitcoin, Ups Total Holdings To Over 600,000 BTC
July 14, 2025
Tickers
BITCOMP
MSTR
NEWS
STRD
Tags
MSTR
$BTC
Top Stories
From
Benzinga
10 Information Technology Stocks Whale Activity In Today's Session
July 14, 2025
Tickers
APP
BTBT
CRCL
KODK
Tags
Options
APP
KODK
From
Benzinga
Bitcoin's $123K Boom Meets Crypto Week: Blastoff Moment For MicroStrategy, Marathon Digital?
July 14, 2025
Tickers
BITCOMP
CLSK
IBIT
MARA
Tags
Long Ideas
MSTR
RIOT
From
Benzinga
US Stocks Likely To Open Lower As Trump's 20% Blanket Tariff Bombshell Weighs On Markets: Bitcoin-Linked Stocks MSTR, COIN Jump As BTC Touches $123,000
July 14, 2025
Tickers
BITCOMP
BTC
BTCM
COIN
Tags
Benzinga
BTCM
bitcoin
From
Benzinga
1 Top Cryptocurrency to Buy Before It Soars 3,260%, According to Cathie Wood of ARK Invest
July 14, 2025
Tickers
BTC
DJT
GME
MSTR
Tags
BTC
GME
TSLA
From
Motley Fool
Michael Saylor's Strategy, Coinbase, MARA, Riot And Other Crypto-Related Stocks Spike After Hours As Bitcoin Touches All-Time High Beyond $122,000
July 14, 2025
Tickers
BITCOMP
COIN
HOOD
MARA
Tags
COIN
Benzinga
bitcoin
From
Benzinga
2 Cryptocurrencies With Sky-High Valuations That Might Be Worth the Risk
July 13, 2025
Tickers
BTC
DJT
FTT
MSTR
Tags
Market News
MSTR
DJT
From
Motley Fool
Where Will ARK 21Shares Bitcoin ETF Be in 5 Years?
July 12, 2025
Tickers
ARKB
BITCOMP
BLK
BTC
Tags
MSTR
BLK
IBIT
From
Motley Fool
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