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home
about us
Investment Approach
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Firm ADV PDFs
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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
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
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TAF sm Program
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Back Dated Performance Reports
Quarterly Performance Reports
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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
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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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Sphere 3D Corp. - Common Shares
(NQ:
ANY
)
1.890
-0.040 (-2.07%)
Streaming Delayed Price
Updated: 4:00 PM EDT, May 22, 2026
Add to My Watchlist
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Press Releases about Sphere 3D Corp. - Common Shares
< Previous
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Sphere 3D Receives Shareholder Approval Related to Cathedra Combination; Combined Company to Operate Power Infrastructure Across the TVA Region and Iowa
May 21, 2026
Via
ACCESS Newswire
Sphere 3D and Cathedra Advance Proposed Combination to Establish Power-Optimized Digital Infrastructure Platform
May 07, 2026
Via
ACCESS Newswire
SmallCap Emerge: ENVB, SMX, ANY, ELPW Across High-Growth Sectors
April 24, 2026
Via
AB Newswire
Topics
Artificial Intelligence
Economy
AI Power Bottleneck Sparks Opportunity: Sphere 3D Corp. (NASDAQ: ANY) Emerging as Data Center Infrastructure Play
April 22, 2026
Via
AB Newswire
Topics
Artificial Intelligence
NASDAQ:ANY Investor Notice: Investigation over Potential Wrongdoing at Sphere 3D Corp.
↗
September 28, 2023
San Diego, CA -- (SBWIRE) -- 09/28/2023 -- Certain directors of Sphere 3D Corp. are under investigation over potential breaches of fiduciary duties.
Via
SBWire
Kartoon Studios (NYSE: TOON) Gaining Momentum Alongside CMND, ENVB, WLDS, ANY – See Why?
April 20, 2026
Via
AB Newswire
Topics
Intellectual Property
Small Caps in the News This Week: PRSO, TOON, MYSE, ANY Gain Investor Attention Across AI, Media and Defense Tech
April 17, 2026
Via
AB Newswire
Topics
Artificial Intelligence
Kartoon Studios (NYSE: TOON) CFO Discusses 2025 $39.4M +21% Y/Y Revenues & 2026 Strategy – Investors Tune In Listen Now!
April 17, 2026
Via
AB Newswire
Topics
Artificial Intelligence
Emerging Now: ANY, GPRO, HOTH, SNAL Shift Strategic Focus in 2026
April 14, 2026
Via
AB Newswire
Topics
Artificial Intelligence
Economy
Sphere 3D Corp.(NASDAQ: ANY) Transitions to AI Infrastructure Platform as Data Center Demand Surges
April 14, 2026
Via
AB Newswire
Topics
Artificial Intelligence
Economy
Cathedra Bitcoin Announces Business Updates
April 08, 2026
Toronto, Ontario--(Newsfile Corp. - April 8, 2026) - Cathedra Bitcoin Inc. (TSXV: CBIT) (OTCQB: CBTTF) (the "Company" or "Cathedra"), a...
Via
Newsfile
Cathedra Bitcoin and Sphere3D Announce Business Combination
March 05, 2026
Combined Company Expected to Retain Sphere3D's Name and US Listing (NASDAQ: ANY)Toronto, Ontario and Stamford, Connecticut--(Newsfile Corp. - March 5,...
Via
Newsfile
ROSEN, A LEADING INVESTOR RIGHTS LAW FIRM, Encourages Sphere 3D Corp. Investors to Inquire About Securities Class Action Investigation - ANY
May 14, 2023
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
Via
NewMediaWire
ROSEN, TRUSTED INVESTOR COUNSEL, Encourages Sphere 3D Corp. Investors to Inquire About Securities Class Action Investigation - ANY
May 13, 2023
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
Via
NewMediaWire
NASDAQ:ANY Investor Alert: Investigation over Potential Securities Laws Violations by Sphere 3D Corp.
↗
May 10, 2023
San Diego, CA -- (SBWIRE) -- 05/10/2023 -- Sphere 3D Corp. is under investigation over potential securities laws violations in connection with certain financial statements.
Via
SBWire
ANY ALERT: ROSEN, A LEADING LAW FIRM, Encourages Sphere 3D Corp. Investors to Inquire About Securities Class Action Investigation - ANY
April 23, 2023
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
Via
NewMediaWire
INVESTIGATION REMINDER: The Schall Law Firm Announces it is Investigating Claims Against Sphere 3D Corp. and Encourages Investors with Losses to Contact the Firm
April 21, 2023
From
The Schall Law Firm
Via
Business Wire
INVESTIGATION ALERT: The Schall Law Firm Announces it is Investigating Claims Against Sphere 3D Corp. and Encourages Investors with Losses to Contact the Firm
April 20, 2023
From
The Schall Law Firm
Via
Business Wire
EQUITY ALERT: ROSEN, A GLOBALLY RESPECTED LAW FIRM, Encourages Sphere 3D Corp. Investors to Inquire About Securities Class Action Investigation – ANY
April 20, 2023
From
The Rosen Law Firm, P.A.
Via
Business Wire
Sphere 3D Corp. Secures the Delivery of 2,946 S19j Pros from U.S. Customs
September 20, 2022
Final portion of the 4,026 unit batch released from U.S. CustomsThe addition of the miners will grow the Sphere 3D...
Via
Newsfile
Sphere 3D Corp. Provides Bitcoin Production and Mining Updates for August 2022
September 08, 2022
1,080 miners were released from U.S. Customs and are on the way to Compute North in TexasProduction for the month...
Via
Newsfile
Sphere 3D Reports Second Quarter 2022 Financial Results and Operational Updates
August 12, 2022
From
Sphere 3D Corp.
Via
Business Wire
Sphere 3D Corp. Provides Bitcoin Production and Mining Updates for July 2022
August 08, 2022
From
Sphere 3D Corp.
Via
Business Wire
Sphere 3D Receives Notice from NASDAQ
July 29, 2022
From
Sphere 3D Corp.
Via
Business Wire
Sphere 3D Corp. Provides Bitcoin Production and Mining Updates for June 2022
July 07, 2022
From
Sphere 3D Corp.
Via
Business Wire
Sphere 3D Corp. Provides Bitcoin Production and Mining Updates for May 2022
June 02, 2022
From
Sphere 3D Corp.
Via
Business Wire
Sphere 3D Names Veteran Finance Executive Timothy Hanley to its Board of Directors
May 31, 2022
From
Sphere 3D Corp.
Via
Business Wire
Sphere 3D Reports First Quarter 2022 Financial Results and Operational Updates
May 16, 2022
From
Sphere 3D Corp.
Via
Business Wire
Sphere 3D to Announce First Quarter 2022 Earnings on May 16, 2022, and Shares Content of Updated Earnings Announcement
April 29, 2022
From
Sphere 3D Corp.
Via
Business Wire
Sphere 3D Corp. Begins Strategic Review of Debt Financing Options
April 07, 2022
From
Sphere 3D Corp.
Via
Business Wire
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