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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
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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
Bond Fund Seminar
RSVP-Signup Form
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Kindly MD, Inc. - Common Stock
(NQ:
KDLY
)
24.94
UNCHANGED
Last Price
Updated: 4:00 PM EDT, May 22, 2025
Add to My Watchlist
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Press Releases about Kindly MD, Inc. - Common Stock
Kindly MD Reports Financial Results for Second Quarter 2025
August 05, 2025
Via
ACCESS Newswire
KindlyMD® Announces NASDAQ Ticker Symbol Change to ‘NAKA’ Effective May 23, 2025
May 23, 2025
From
KindlyMD, Inc.
Via
Business Wire
Nakamoto Holdings, Kindly MD, and Anchorage Digital Form Strategic Bitcoin Treasury Partnership
May 21, 2025
Via
ACCESS Newswire
KindlyMD® Shareholders Approve Proposed Merger with Nakamoto Holdings
May 20, 2025
From
KindlyMD, Inc.
Via
Business Wire
KindlyMD(R) Opens New Integrated Behavioral Health Clinic on the Ogden Regional Medical Center Campus
January 22, 2025
Via
ACCESS Newswire
KindlyMD(R) Announces Third Quarter 2024 Financial Results
November 13, 2024
Via
ACCESSWIRE
KindlyMD(R) Announces New Partnership With Cigna Healthcare to Further Expand Patient Care Accessibility
October 29, 2024
Via
ACCESSWIRE
Stocks Under $5 to Watch: KDLY, PRSO, NXTT, GRYP, YHC Lead Headlines with Bitcoin, AI, and Semiconductor Catalysts
May 12, 2025
Via
AB Newswire
Topics
Artificial Intelligence
David Bailey and Bitcoin-Native Holding Company Nakamoto Announce Merger with KindlyMD® to Establish Bitcoin Treasury
May 12, 2025
From
KindlyMD, Inc.
Via
Business Wire
Kindly MD Inc. (NASDAQ: KDLY) is ‘One to Watch’
February 12, 2025
Via
Investor Brand Network
KindlyMD(TM) Announces $500,000 Share Repurchase Program
October 15, 2024
Via
ACCESSWIRE
KindlyMD(TM) Announces Contract with United Healthcare Insurance, the Largest Health Insurer in the United States
October 08, 2024
Via
ACCESSWIRE
KindlyMD(TM) Appoints Jeremy Joyal, MD as Medical Director
August 29, 2024
Via
ACCESSWIRE
KindlyMD(TM) Appoints Nancy Pratt as Behavioral Health Program Director
August 22, 2024
Via
ACCESSWIRE
KindlyMD(TM) to Participate in Upcoming October Conferences
October 01, 2024
Via
ACCESSWIRE
KindlyMD(TM) Recognized with Healthcare AI Impact Award 2024
September 12, 2024
Via
ACCESSWIRE
KindlyMD to Participate in H.C. Wainwright’s 26th Annual Global Investment Conference on September 9-11, 2024
August 26, 2024
Via
ACCESSWIRE
KindlyMD Announces Second Quarter 2024 Financial Results and Provides Shareholder Update
August 14, 2024
Via
ACCESSWIRE
KindlyMD to Present at Upcoming August 2024 Investor Conferences
August 13, 2024
Via
ACCESSWIRE
KindlyMD Announces First Quarter 2024 Financial Results and Provides Shareholder Update
June 28, 2024
Via
ACCESSWIRE
KindlyMD Announces Successful SAM.gov Registration and Grant Application
June 26, 2024
Via
ACCESSWIRE
KindlyMD(TM) is Proudly Contracted with Blue Cross Blue Shield Under Utah’s Top Insurance Payors
June 17, 2024
Via
ACCESSWIRE
KindlyMD Becomes First Utah Alternative Medical Treatment Company to Contract Under State's Top Insurance Payors
June 05, 2024
Via
ACCESSWIRE
KindlyMD(TM) Submits Comment to the Department of Justice Regarding Cannabis Rescheduling
July 25, 2024
Via
ACCESSWIRE
KindlyMD(TM) Collaborates with Curaleaf to Expand Patient Education on Medical Cannabis Care in Utah
June 10, 2024
Via
ACCESSWIRE
KCSA Cannabis Virtual Investor Conference Presentations Now Available for Online Viewing
June 06, 2024
Company Executives Share Vision and Answer Questions Live at VirtualInvestorConferences.com
From
Virtual Investor Conferences
Via
GlobeNewswire
KindlyMD to Present at the KCSA Cannabis Virtual Investor Conference on June 5th
June 04, 2024
Via
ACCESSWIRE
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