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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
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
Client Contact with Portfolio Manager(s)
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
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Moon Equity Hdgs Corp
(OP:
MONI
)
0.0038
UNCHANGED
Streaming Delayed Price
Updated: 3:59 PM EDT, Oct 29, 2025
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Press Releases about Moon Equity Hdgs Corp
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Moon Equity Holdings' Subsidiary IndeXr Launches 5X Energy-Efficient AI-as-a-Service Private Cloud
October 07, 2025
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Artificial Intelligence
Moon Equity Holdings' Subsidiary IndeXr Launches 5X Energy-Efficient AI-as-a-Service Private Cloud
October 07, 2025
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TheNewswire.com
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Artificial Intelligence
Duane Forrester Joins INDEXR as SVP of Search
July 31, 2024
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Artificial Intelligence
INDEXR AI Merges With Moon Equity Holdings Corp. (MONI), Creating a Leading-edge Technology Company
July 29, 2024
Openweb LLC is doing business as INDEXR AI and is currently in the process of a permanent name change
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TheNewswire.com
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Artificial Intelligence
INDEXR AI Merges With Moon Equity Holdings Corp. (MONI), Creating a Leading-edge Technology Company
July 29, 2024
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Moon Equity Holdings, Corp. Announces Acquisition of Wikolo, Inc.
May 07, 2024
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NewMediaWire
Moon Equity Holdings, Corp. Announces Acquisition of Wikolo, Inc.
May 07, 2024
DELRAY BEACH, FL - (NewMediaWire) - May 07, 2024 - Moon Equity Holdings, Corp. (OTC: MONI) is pleased to announce the acquisition of Wikolo, Inc., a technology company whose main product is their...
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TheNewswire.com
Moon Equity Holdings to Sell BitGift Asset to Silo Wellness in Exchange for a Dividend
April 26, 2023
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MONI Signs Binding MOU With a Part 135 Air Charter Company to Acquire 100% of MONI
April 12, 2023
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MONI/BitGift Signs Partnership With MoonPay to Provide Visa Debit Card, Onramp and Offramp Services to BitGift
February 13, 2023
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Moon Equity Holdings Corp Sets the Record Straight on the Peruvian Transaction
August 24, 2022
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MONI Launches BitGift with Instant ACH Settlement Powered by Sardine, Streambird, Magic, and Stytch
August 22, 2022
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Fraud
Moon Equity Holdings Corp. Corporate Update
April 29, 2022
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Moon Equity Holdings Corp. Details Milestones in the Development & Launch of Its BitGift Product
March 02, 2022
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CryptoNewsBreaks – Moon Equity Holdings Corp. (MONI) to Launch Unique Product in the Crypto Space
December 16, 2021
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CryptoCurrencyWire
CryptoNewsBreaks – Moon Equity Holdings Corp. (MONI) to Launch Unique Product in the Crypto Space
December 16, 2021
Via
Investor Brand Network
Moon Equity Holdings Corp. Is Proud To Announce A Unique Product In The Crypto Sector
December 16, 2021
Delray Beach, Florida - (NewMediaWire) - December 16, 2021 - Moon Equity Holdings Corp. (OTC symbol MONI) is proud to announce a new product launch shortly in the crypto industry that we feel is the...
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NewMediaWire
CryptoNewsBreaks – Moon Equity Holdings Corp.’s (MONI) Business Strategy Dovetails with Trends in Precious Metals Space
November 09, 2021
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CryptoCurrencyWire
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Economy
CryptoNewsBreaks – Moon Equity Holdings Corp.’s (MONI) Business Strategy Dovetails with Trends in Precious Metals Space
November 09, 2021
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Investor Brand Network
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Economy
CryptoNewsBreaks – Moon Equity Holdings Corp. (MONI) Provides Details of MINERA RADIANTE S.A.C. Mining Company Acquisition
November 02, 2021
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Investor Brand Network
CryptoNewsBreaks – Moon Equity Holdings Corp. (MONI) Provides Details of MINERA RADIANTE S.A.C. Mining Company Acquisition
November 02, 2021
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CryptoCurrencyWire
Moon Equity Holdings Corp. Details Its Acquisition of MINERA RADIANTE S.A.C. Mining Company
November 02, 2021
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Derivatives
Moon Equity Holdings Inc. (MONI) Eyes Potential in Precious Metals Markets
October 27, 2021
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CryptoNewsBreaks – Moon Equity Holdings Corp. (MONI) Closing Gender Gap in Tech with All-Female Advisory Board
October 20, 2021
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CryptoCurrencyWire
CryptoNewsBreaks – Moon Equity Holdings Corp. (MONI) Closing Gender Gap in Tech with All-Female Advisory Board
October 20, 2021
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Investor Brand Network
Moon Equity Holdings Corp. (MONI) Boosting Female Ranks in Fintech with Women-Led Advisory Board
October 15, 2021
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CryptoCurrencyWire
CryptoNewsBreaks – Moon Equity Holdings Corp. (MONI) Eyeing Opportunity in Growing Digital Currency Space
October 14, 2021
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Investor Brand Network
CryptoNewsBreaks – Moon Equity Holdings Corp. (MONI) Eyeing Opportunity in Growing Digital Currency Space
October 14, 2021
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CryptoCurrencyWire
Moon Equity Holdings Corp. (MONI) Set to Capitalize on the Fintech Industry’s Disruptive Growth Trends
October 07, 2021
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CryptoCurrencyWire
CryptoNewsBreaks – Moon Equity Holdings Corp.’s (MONI) Business Model Centers Around Building Strategic, Diversified Portfolio
October 07, 2021
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