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home
about us
Investment Approach
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Market Analysis Summary
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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
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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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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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
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Investing During Uncertain Times
Read FULL Seminar Here
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DeFi Technologies Inc
(OP:
DEFTF
)
3.983
UNCHANGED
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Updated: 4:00 PM EDT, May 9, 2025
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Press Releases about DeFi Technologies Inc
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Bitcoin Rally Sparks Altcoin Boom, Propelling Solana to $250
November 21, 2024
On Behalf of Neptune Digital Assets Corp. Solana’s (SOL) recent surge to $250, its highest since 2021, has been fueled by Bitcoin’s climb to $94,000 and strong market sentiment surrounding Solana’s...
Via
PressReach
Meme Coin Frenzy Drives Solana and Ethereum Price Surge
October 29, 2024
On Behalf of WonderFi Technologies Inc. The recent meme coin frenzy has ignited significant trading activity on Ethereum and Solana networks, with major exchanges like Binance reaping the rewards....
Via
PressReach
Topics
Derivatives
U.S. ETF Assets Hit Record $10 Trillion, Fueled by Crypto Inflows
October 17, 2024
U.S. exchange-traded fund (ETF) assets surpassed $10 trillion on September 27, partly driven by over $20 billion in crypto ETF inflows in 2024, as reported by Bloomberg and Morningstar. Crypto ETFs...
Via
PressReach
Topics
ETFs
Regulatory Compliance
[CORRECTED] U.S. ETF Assets Hit Record $10 Trillion, Fueled by Crypto Inflows
October 16, 2024
U.S. exchange-traded fund (ETF) assets surpassed $10 trillion on September 27, partly driven by over $20 billion in crypto ETF inflows in 2024, as reported by Bloomberg and Morningstar. Crypto ETFs...
Via
PressReach
Topics
ETFs
Regulatory Compliance
2024 U.S. Elections: A Turning Point for Crypto Regulation and Industry Growth
October 11, 2024
The 2024 U.S. elections are set to be pivotal in shaping the future of cryptocurrency regulation, as the crypto industry has become a significant political force, contributing heavily to campaign...
Via
PressReach
Topics
ETFs
Government
Regulatory Compliance
DeFi Technologies Subsidiary Valour Launches Asset-backed Ethereum Physical Staking ETP for Professional Investors on the London Stock Exchange
September 30, 2024
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
Via
NewMediaWire
2024 Gateway Conference to Feature AI, Blockchain, and Digital Infrastructure Track on September 5th
August 20, 2024
From
Gateway Group
Via
GlobeNewswire
TechMediaBreaks – Zacks Raises EPS Estimates after DeFi Technologies Inc. (CBOE CA: DEFI) (OTCQB: DEFTF) Reports Strongest Quarter Ever, Sets $3.00 Per Share Valuation
May 16, 2024
Via
Investor Brand Network
CryptoNewsBreaks – DeFi Technologies Inc.’s (CBOE CA: DEFI) (GR: R9B) (OTCQB: DEFTF) Strong Growth Featured in Syndicated Broadcast
May 13, 2024
Via
CryptoCurrencyWire
CryptoNewsBreaks – DeFi Technologies Inc.’s (CBOE CA: DEFI) (GR: R9B) (OTCQB: DEFTF) Strong Growth Featured in Syndicated Broadcast
May 13, 2024
Via
Investor Brand Network
CryptoNewsBreaks – DeFi Technologies Inc.’s (CBOE CA: DEFI) (GR: R9B) (OTCQB: DEFTF) Subsidiary Valour Inc. Positioned to Capitalize on Opportunities in Digital Assets Space
May 08, 2024
Via
Investor Brand Network
CryptoNewsBreaks – DeFi Technologies Inc.’s (CBOE CA: DEFI) (GR: R9B) (OTCQB: DEFTF) Subsidiary Valour Inc. Positioned to Capitalize on Opportunities in Digital Assets Space
May 08, 2024
Via
CryptoCurrencyWire
Blockchain & Digital Assets Virtual Investor Conference: Presentations Now Available for Online Viewing
April 26, 2024
Company Executives Share Vision and Answer Questions Live at VirtualInvestorConferences.com
From
Virtual Investor Conferences
Via
GlobeNewswire
Blockchain & Digital Assets Virtual Investor Conference Agenda Announced for April 25th
April 22, 2024
Company Executives Share Vision and Answer Questions Live at VirtualInvestorConferences.com
From
Virtual Investor Conferences
Via
GlobeNewswire
Web3MediaBreaks – DeFi Technologies Inc. (CBOE CA: DEFI) (OTCQB: DEFTF) Subsidiary to Launch First-of-Its-Kind Yield Bearing Bitcoin ETP
April 17, 2024
Via
Investor Brand Network
Web3MediaBreaks – DeFi Technologies Inc. (CBOE CA: DEFI) (OTCQB: DEFTF) Subsidiary to Introduce 15 New ETP Products in 2024; 30 in 2025
April 08, 2024
Via
Investor Brand Network
CryptoNewsBreaks – Valour Inc. (NEO: DEFI) (GR: RMJR) (OTC: DEFTF) Announces Strategic CEO Appointment of Olivier Roussy Newton
October 07, 2022
Via
CryptoCurrencyWire
CryptoNewsBreaks – Valour Inc. (NEO: DEFI) (GR: RMJR) (OTC: DEFTF) Announces Strategic CEO Appointment of Olivier Roussy Newton
October 07, 2022
Via
Investor Brand Network
Fintech Company Creates $100M Venture Arm to Invest in Web 3, NFTs, Gaming, and Fintech
March 25, 2022
FN Media Group Presents Microsmallcap.com Market Commentary New York, NY – March 25, 2022 – Decentralized finance is one of the fastest-growing sectors of the crypto ecosystem currently with a total...
Via
FinancialNewsMedia
BTV Showcases Evergold, DeFi Technologies, Champion Iron, Exploits Discovery, Wellteq Digital Health, Hot Chili, & Boosh Food
March 24, 2022
Vancouver, British Columbia--(Newsfile Corp. - March 24, 2022) - On Sat, March 26th at 5:30pm ET broadcast on FOX Business...
Via
Newsfile
Leading Crypto Exchange Launches Gaming Unit to Drive NFT and Token Adoption
March 02, 2022
FN Media Group Presents Microsmallcap.com Market Commentary New York, NY – March 2, 2022 – FTX, one of the world’s largest cryptocurrency exchanges, is launching a new team called FTX Gaming that is...
Via
FinancialNewsMedia
Governments Embracing Regulated Crypto Exchanges With Open Arms
February 17, 2022
FN Media Group Presents Microsmallcap.com Market Commentary New York, NY – February 17, 2022 – The digital currency and decentralized finance (DeFi) industry and the companies within it may have been...
Via
FinancialNewsMedia
RedChip Partners with Benzinga to Host Exclusive Small-Cap CEO Interview Series on January 28
January 26, 2022
ORLANDO, FL / ACCESSWIRE / January 26, 2022 / RedChip Companies, Inc., an international investor relations, media, and research firm focused on microcap and small-cap companies, is pleased to announce...
From
RedChip
Via
AccessWire
InvestorNewsBreaks – DeFi Technologies Inc. (NEO: DEFI) (GR: RMJ.F) (OTC: DEFTF) Featured in Broadcast Discussing Successful Close of SEBA Bank Funding
January 21, 2022
Via
Investor Brand Network
DeFi Needs to Be More Accessible for Greater Adoption
January 18, 2022
FN Media Group Presents Microsmallcap.com Market Commentary New York, NY – January 18, 2022 – Decentralized technologies are about to revolutionize the global financial system and its institutions....
Via
FinancialNewsMedia
Structure to Develop Mobile App to Drive DeFi Adoption
January 13, 2022
FN Media Group Presents Microsmallcap.com Market Commentary New York, NY – January 13, 2022 – Global trading platform Structure, which aims to facilitate crypto-based lending and investing for mobile...
Via
FinancialNewsMedia
The Rise of Metaverse Fuels DeFi, Crypto, and Blockchain
January 05, 2022
FN Media Group Presents Microsmallcap.com Market Commentary New York, NY – January 5, 2022 – Metaverse, a digital place where people work, play, and socialize, could soon be upon us with Facebook (now...
Via
FinancialNewsMedia
Crypto Products Flourish As DeFi Establishes Regulatory Trust
December 09, 2021
FN Media Group Presents Microsmallcap.com Market Commentary New York, NY – December 9, 2021 – With the total locked value (TVL) hitting an all-time high of $236 billion in November, decentralized...
Via
FinancialNewsMedia
RETRANSMISSION: HIVE Announces Record-Breaking Revenue of $52.6 Million and Earnings for our 2nd Quarter Ended September 30, 2021
November 16, 2021
Vancouver, British Columbia--(Newsfile Corp. - November 16, 2021) - HIVE Blockchain Technologies Ltd. (TSXV: HIVE) (Nasdaq: HIVE) (FSE: HBF)...
Via
Newsfile
HIVE Announces Record-Breaking Revenue of $52.6 Million and Earnings for our 2nd Quarter Ended September 30, 2021
November 16, 2021
Vancouver, British Columbia--(Newsfile Corp. - November 16, 2021) - HIVE Blockchain Technologies Ltd. (TSXV: HIVE) (Nasdaq: HIVE) (FSE: HBF)...
Via
Newsfile
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