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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
MARKET RESEARCH
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Sphere 3D Corp. - Common Shares
(NQ:
ANY
)
1.765
+0.135 (+8.28%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Jul 23, 2026
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Press Releases about Sphere 3D Corp. - Common Shares
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Tech Stocks LABT, ANY, INLF, GMGMF, ZCMD Under $2 Watch Now
July 23, 2026
Via
AB Newswire
Topics
Artificial Intelligence
Sector Reversal: MARA, HUT, HIVE, ANY Offer Major Upside See Why Now!
July 22, 2026
Via
AB Newswire
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Artificial Intelligence
Sphere 3D (NASDAQ: ANY) Engages Specialized Government Affairs Firms, Expands AI Infrastructure Strategy Across Tennessee Valley Authority Region
July 13, 2026
Via
AB Newswire
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Artificial Intelligence
Graphene Manufacturing (TSXV: GMG) (OTCQX: GMGMF) Reports Record Sales, Expands Graphene Production and Advances Commercial Growth
July 13, 2026
Via
AB Newswire
Topics
Artificial Intelligence
Sphere 3D Advances AI Infrastructure Strategy with New Investor Relations and Government Relations Partners
July 10, 2026
Stamford, Connecticut--(Newsfile Corp. - July 10, 2026) - Sphere 3D Corp. (NASDAQ: ANY) ("Sphere 3D" or the "Company"), a digital...
Via
Newsfile
Topics
Artificial Intelligence
DarkHorse Begins to Take Shape: Sphere 3D (NASDAQ: ANY) Marks a Key Milestone in AI Infrastructure Leadership
July 08, 2026
Via
AB Newswire
Topics
Artificial Intelligence
DarkHorse Emerges: Sphere 3D (NASDAQ: ANY) and Bitdeer (NASDAQ: BTDR) Validate AI Infrastructure Strategy as Power Becomes the New Digital Gold
July 06, 2026
Via
AB Newswire
Topics
Artificial Intelligence
Economy
Energy
Sphere 3D Corp. Announces Proposed Name Change to DarkHorse Technologies Inc. and Reserves Nasdaq Ticker "DRK," Subject to Shareholder Approval
June 30, 2026
Stamford, Connecticut--(Newsfile Corp. - June 30, 2026) - Sphere 3D Corp. (NASDAQ: ANY) ("Sphere 3D" or the "Company") today announced...
Via
Newsfile
Topics
Artificial Intelligence
Sizzling Stocks Under $5: UPC, ANY, NNBR, DCOY Target AI Infrastructure, Data Centers, Pharmaceutical Innovation and Biotechnology Growth
June 30, 2026
Via
AB Newswire
Topics
Artificial Intelligence
Economy
Intellectual Property
Beyond MicroStrategy: MARA, HUT, HIVE, ANY, KEEL Build Bitcoin Treasuries Beyond Buying Bitcoin – Who’s Best Positioned for Growth?
June 30, 2026
Via
AB Newswire
Topics
Artificial Intelligence
Energy
GameChanger: Sphere 3D Corp. (NASDAQ: ANY) and Bitdeer Technologies Group (NASDAQ: BTDR) Team Up to Power Next-Gen AI Infrastructure
June 25, 2026
Via
AB Newswire
Topics
Artificial Intelligence
Economy
Game Changing News: ILLR, ANY, IQST, MIMI, KUST Stocks Investors Are Watching Now
June 25, 2026
Via
AB Newswire
Topics
Artificial Intelligence
Sphere 3D Enters 30 MW Co-Mining Agreements with Bitdeer, Monetizing Power Assets While Advancing AI Infrastructure Evaluation
June 25, 2026
Stamford, Connecticut--(Newsfile Corp. - June 25, 2026) - Sphere 3D Corp. (NASDAQ: ANY) ("Sphere 3D" or the "Company"), a Nasdaq-listed...
Via
Newsfile
Topics
Artificial Intelligence
Bitcoin Miners HIVE, BTBT, ANY, CAN, ABTC, KEEL Emerging as Future AI Infrastructure Leaders, Offering Investors Significant Upside Potential — See Why
June 23, 2026
Via
AB Newswire
Topics
Artificial Intelligence
Sphere 3D Corp. (NASDAQ: ANY) Positioned for the Next AI Infrastructure and Data Center Expansion See Why Now – More Stocks Inside!
June 23, 2026
Via
AB Newswire
Topics
Artificial Intelligence
Small-Cap Stocks in Action: ANY ICCM EHGO TOON CLWT Gain Investor Attention
June 17, 2026
Via
AB Newswire
Topics
Artificial Intelligence
Sphere 3D Corp. (NASDAQ: ANY) Accelerates AI Infrastructure Energy Power Strategy – Radar Returns
June 10, 2026
Via
AB Newswire
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Artificial Intelligence
AI Infrastructure Stocks: ANY, CIIT, PRSO, DSY In Focus
June 10, 2026
Via
AB Newswire
Topics
Artificial Intelligence
Economy
Sphere 3D Corp. (NASDAQ: ANY): Why Its 53MW Power Platform Is Drawing Attention Beyond Bitcoin Mining
June 10, 2026
Via
AB Newswire
Topics
Artificial Intelligence
Economy
Sphere 3D Engages EA Advisors LLC as Strategic Advisory Firm for AI and High-Performance Compute Initiatives
June 10, 2026
Stamford, Connecticut--(Newsfile Corp. - June 10, 2026) - Sphere 3D Corp. (NASDAQ: ANY) ("Sphere 3D" or the "Company") today announced...
Via
Newsfile
Topics
Artificial Intelligence
NASDAQ MicroCaps: ANY, LASE, XOS, PRSO, SDOT on Breakout Watch Now!
June 04, 2026
Via
AB Newswire
Topics
Artificial Intelligence
Electric Vehicles
Sphere 3D Corp. (NASDAQ: ANY) Emerging Power Play as Power Becomes AI’s Gatekeeper – More Stocks Inside
June 04, 2026
Via
AB Newswire
Topics
Artificial Intelligence
Stocks to Watch: ANY, CMND, PRFX, OLOX, IGC Data Centers, AI, Quantum & Healthcare
June 03, 2026
Via
AB Newswire
Topics
Artificial Intelligence
Energy
Intellectual Property
Sphere 3D Corp. (NASDAQ: ANY) Surges on Acquisition AI Infrastructure Platform Acquisition – More Stocks Inside
June 01, 2026
Via
AB Newswire
Topics
Artificial Intelligence
Sphere 3D and Cathedra Bitcoin Announce Closing of Business Combination
June 01, 2026
Via
ACCESS Newswire
Sphere 3D and Cathedra Bitcoin Announce Closing of Business Combination
June 01, 2026
Toronto, Ontario and Stamford, Connecticut--(Newsfile Corp. - June 1, 2026) - Sphere 3D Corp. (NASDAQ: ANY) ("Sphere") and Cathedra Bitcoin...
Via
Newsfile
Topics
Artificial Intelligence
Graphene Manufacturing’s (TSXV: GMG) (OTCQX: GMGMF) CEO Appears on Bloomberg TV Discussing, Expansion, Graphene Batteries and Energy Savings
May 26, 2026
Via
AB Newswire
Topics
Artificial Intelligence
Energy
Stocks to Watch: NDRA, SBFM, GOVX, HIVE, ANY Trading Actively NOW!
May 26, 2026
Via
AB Newswire
Topics
Artificial Intelligence
ENDRA Life Sciences (NASDAQ: NDRA) Beats Q1 Expectations, TAEUS® Liver Imaging Advances and Strategic Review Acceleration Fuels Investor Awareness
May 26, 2026
Via
AB Newswire
Sphere 3D Corp. (NASDAQ: ANY) Surges as AI Infrastructure Momentum Builds Around Data Center Expansion Strategy
May 26, 2026
Via
AB Newswire
Topics
Artificial Intelligence
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