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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Client Information
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Sample Portfolio
Back Dated Performance Reports
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Back Dated Performance Reports
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Total Asset Value (TAV)
TAV Program
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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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Nationalize MicroStrategy? Crypto Analyst's Nuclear Option 'Playbook' For US Bitcoin Dominance
July 03, 2025
Tickers
BITCOMP
MARA
MSTR
NEWS
Tags
Michael Saylor
$BTC
News
From
Benzinga
Tesla, Nvidia, Palantir ETFs Dominate As Traders Pile Into High-Risk Bets In June
July 03, 2025
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AAPU
MSFU
MSTR
MSTY
Tags
Stories That Matter
Specialty ETFs
XLC
From
Benzinga
10 Information Technology Stocks Whale Activity In Today's Session
July 03, 2025
Tickers
AAPL
AVGO
CRWV
MARA
Tags
CRWV
MSTR
SEDG
From
Benzinga
Bitcoin, Ethereum, Solana Treasury Companies Need To Manage Market Volatility, Franklin Templeton Report Warns
July 03, 2025
Tickers
BITCOMP
COIN
MSTR
MTPLF
Tags
Benzinga
Bitcoin Treasury
bitcoin
From
Benzinga
Strategy Stock Rises 5.5% After Key Trading Signal
July 03, 2025
Tickers
MSTR
Tags
Technicals
MSTR
Market News
From
Benzinga
Anthony Scaramucci Predicts Bitcoin Treasury Frenzy 'Will Fade'
July 03, 2025
Tickers
BITCOMP
BMNR
MSTR
MTPLF
Tags
Anthony Scaramucci
Bitcoin Treasury
Benzinga
From
Benzinga
Strategy (MSTR) Is Interesting, but MSTY Is Better
July 03, 2025
Tickers
AAPL
BTC
MSTR
MSTY
Tags
BTC
TSLA
Recent Press Releases
From
Motley Fool
Perma Bull and Wall Street Strategist Tom Lee Is Betting $250 Million On This Cryptocurrency (Hint: Not Bitcoin)
July 03, 2025
Tickers
BITCOMP
BMNR
BTC
CRCL
Tags
BMNR
Recent Press Releases
^GSPC
From
Motley Fool
If Billionaires Are Buying Bitcoin Hand Over Fist, Why Isn't the Price of Bitcoin Soaring?
July 03, 2025
Tickers
BITCOMP
BTC
MSTR
USD-BITSTAMP
Tags
BTC
bitcoin
MSTR
From
Motley Fool
Why Strategy Stock Popped by 8% Today
July 02, 2025
Tickers
BTC
MSTR
Tags
Market News
MSTR
Recent Press Releases
From
Motley Fool
10 Information Technology Stocks With Whale Alerts In Today's Session
July 02, 2025
Tickers
AMD
AVGO
CORZ
CRWV
Tags
CRWV
MSFT
TEAM
From
Benzinga
S&P 500 Tops Record Highs, Bitcoin Rallies As Traders Raise Rate Cut Bets: What's Moving Markets Wednesday?
July 02, 2025
Tickers
ADBE
BITCOMP
DIA
ECON
Tags
Government
Emerging Markets
bitcoin
From
Benzinga
Every New Trillion Of Debt In Trump's 'Big Beautiful Bill' Is 'Free Adertising For Bitcoin,' Expert States
July 02, 2025
Tickers
BITCOMP
MSTR
NEWS
USD-BITSTAMP
Tags
$BTC
News
Cryptocurrency
From
Benzinga
Why Genius Group Is Aggressively Stockpiling Bitcoin
July 02, 2025
Tickers
ASIA
BITCOMP
BTF
COUR
Tags
MSTR
AI Generated
Top Stories
From
Benzinga
'MicroStrategy Of Ethereum' Approach Gains Popularity As BitDigital Raises $163 Million
July 02, 2025
Tickers
BMNR
BTBT
COIN
MARA
Tags
Benzinga
Bitcoin Treasury
BMNR
From
Benzinga
Palantir Stumbles, Solar Stocks Rally As Senate Approves Tax Bill: What's Moving Markets Tuesday?
July 01, 2025
Tickers
DIA
ENPH
IWM
MSTR
Tags
DIA
Top Stories
VOO
From
Benzinga
10 Information Technology Stocks Whale Activity In Today's Session
July 01, 2025
Tickers
AAPL
BBAI
CSCO
INTC
Tags
AAPL
CSCO
Market News
From
Benzinga
Public Companies Are Quietly Building Massive Bitcoin Treasuries Faster Than ETFs Can Keep Up
July 01, 2025
Tickers
BITCOMP
GME
MSTR
NAKAW
Tags
bitcoin ETF
GME
MSTR
From
Benzinga
Bitcoin To Hit $200,000 In 2025, But New ETH, SOL Highs Remain In Doubt, Bitwise Says
July 01, 2025
Tickers
BITCOMP
COIN
MSTR
NEWS
Tags
bitcoin
Benzinga
Cryptocurrency
From
Benzinga
Bitcoin, Ethereum Could Soon Help You Get A Mortgage Now — Cathie Wood's Ark Invest Sees $12 Trillion Opportunity After FHFA Move
July 01, 2025
Tickers
BITCOMP
BTC
FMCC
FNMA
Tags
Federal Housing Finance Agency
bitcoin
FNMA
From
Benzinga
Bitcoin Headed for a Blow-Off Top or A Brutal Pullback In The Second Half Of 2025? Analyst Sees A 'Clear Path' To This Level
July 01, 2025
Tickers
BITCOMP
CCCM
DJT
MSTR
Tags
CCCM
Markets
Half/Yearly
From
Benzinga
James Chanos Shreds Michael Saylor's Strategy Model Of 'Multiple of NAV' Valuation — Famed Short Seller Says 'It Is Absurd'
July 01, 2025
Tickers
MSTR
Tags
Michael Saylor
Markets
Kynikos Capital
From
Benzinga
Ethereum The Next Big Thing In Banking? Tom Lee Thinks So And Wants This Small-Cap Company He Chairs To Front-Run The Likes Of Goldman Sachs, JPMorgan
July 01, 2025
Tickers
BMNR
ETH
GS
JPM
Tags
GS
Market News
Small Cap
From
Benzinga
Strategy Stock Is Trading Higher Monday: What's Going On?
June 30, 2025
Tickers
MSTR
NEWS
Tags
Movers
MSTR
Market News
From
Benzinga
Inside Tom Lee's Plan To Build 'MicroStrategy Of Ethereum' At BitMine
June 30, 2025
Tickers
BMNR
MSTR
NEWS
Tags
Benzinga
BMNR
Market News
From
Benzinga
10 Information Technology Stocks Whale Activity In Today's Session
June 30, 2025
Tickers
AAPL
AMD
AVGO
FSLR
Tags
QUBT
NVDA
ORCL
From
Benzinga
Strategy Adds 4,980 Bitcoin, Ups Total Stack To $42 Billion
June 30, 2025
Tickers
BITCOMP
MSTR
NEWS
USD-BITSTAMP
Tags
Cryptocurrency
News
Top Stories
From
Benzinga
Japanese Bitcoin Stock: Michael Saylor-Inspired Company Leaves Galaxy, CleanSpark Trailing, Becomes Fifth-Largest BTC Corporate Holder
June 30, 2025
Tickers
BITCOMP
CLSK
COIN
GLXY
Tags
Japan
Bitcoin Treasury
Benzinga
From
Benzinga
Trump's Crypto Ventures, Draper And Cathie Wood's Bitcoin Predictions, MSTR Estimates, And More: This Week In Crypto
June 29, 2025
Tickers
BITCOMP
BTC
MSTR
USD-BITSTAMP
Tags
Donald Trump
Weekend Recap
$BTC
From
Benzinga
This 1 Cryptocurrency Could Soar 20,000% Over the Next 21 Years, According to Michael Saylor of Strategy (MicroStrategy)
June 28, 2025
Tickers
BTC
MSTR
Tags
Market News
Recent Press Releases
MSTR
From
Motley Fool
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