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home
about us
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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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
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Client Information
Client Contact with Portfolio Manager(s)
Additional Information
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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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Bullish Ordinary Shares
(NY:
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41.48
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Updated: 7:00 PM EST, Jan 5, 2026
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Zoom To Rally Around 38%? Here Are 10 Top Analyst Forecasts For Tuesday
↗
November 11, 2025
Via
Benzinga
This Qorvo Analyst Is No Longer Bearish; Here Are Top 3 Upgrades For Tuesday
↗
November 11, 2025
Via
Benzinga
Bullish Stock: A Deep Dive Into Analyst Perspectives (15 Ratings)
↗
November 11, 2025
Via
Benzinga
Coinbase Owns 'Institutional Trust' in Crypto—But 3 Public Rivals Are About To Test That Claim
↗
November 08, 2025
Via
Benzinga
Bullish releases October 2025 monthly metrics
November 06, 2025
From
Bullish
Via
Business Wire
Bullish Stock Rises Premarket On Crypto Options Launch Plan — Traders Call It The “Home Depot Of Crypto”
↗
October 02, 2025
Via
Stocktwits
Cathie Wood Just Sold Palantir and Bought $12 Million of This Peter Thiel-Backed Crypto Exchange
↗
November 05, 2025
Cathie Wood's Ark Invest just made some eye-catching trades that could have implications for AI and crypto investors.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Cathie Wood Goes All-In On Peter Thiel's Crypto Play Bullish With Back-To-Back Million-Dollar Buys
↗
November 04, 2025
Cathie Wood-led Ark Invest purchased shares in Bullish, a crypto exchange backed by Peter Thiel, through three of its funds. Other key trades were also made, including buying shares in CRISPR and Beam...
Via
Benzinga
Cathie Wood Dumps $7.9 Million Worth Of Palantir Stock Despite 121% Revenue Surge — Ark Doubles Down On Peter Thiel's Buzzy Crypto Upstart
↗
November 03, 2025
Via
Benzinga
Bullish to announce third quarter 2025 financial results
November 03, 2025
From
Bullish
Via
Business Wire
Bitwise, Canary Capital to Launch US Altcoin ETF Amid Ongoing Shutdown
October 31, 2025
Via
Investor Brand Network
Topics
ETFs
Bitwise, Canary Capital to Launch US Altcoin ETF Amid Ongoing Shutdown
October 31, 2025
Via
CryptoCurrencyWire
Topics
ETFs
Circle, Galaxy Are The Only Crypto IPOs In Profit As eToro Sinks 40% Since Debut
↗
October 30, 2025
Circle and Galaxy lead 2025 crypto IPO winners as eToro, Bullish, and Gemini struggle with fading retail demand and compliance hurdles.
Via
Benzinga
Topics
Initial Public Offering
Tradr Unleashes 2X Single-Stock Gold ETFs, Reshaping Short-Term Gold Investment Landscape
October 23, 2025
New York, NY – October 23, 2025 – Tradr, a prominent innovator in the Exchange-Traded Fund (ETF) market, has today significantly expanded its product suite with the launch of nine new single-stock 2X...
Via
MarketMinute
Topics
Artificial Intelligence
Derivatives
ETFs
Tradr Launches 9 Single-Stock 2X ETFs With First-Of-Its-Kind OpenDoor, Gold And AI Exposure
↗
October 23, 2025
The new ETFs include the first-of-their-kind gold and AI plays, giving traders targeted exposure without using margin or complex options.
Via
Benzinga
Topics
Artificial Intelligence
ETFs
Tradr Debuts Leveraged ETFs on BLSH, DASH, FLY, IREN, NEM, OPEN, QS, SRPT & WULF
↗
October 23, 2025
Funds seek to provide 200% long exposure on a variety of industry leaders
Via
Stocktwits
Topics
ETFs
Shiba Inu, Pepe Outgain Bitcoin As Memecoins Usher In Comeback Rally
↗
October 14, 2025
Memecoins were trading higher late Monday, as investors regained interest in speculative assets amid a broader crypto rally.
Via
Benzinga
Strategy, Coinbase, Bitmine Surge In Pre-Market Trading: What's Driving Crypto Stocks Higher?
↗
October 13, 2025
Cryptocurrency-linked equities were higher in pre-market trading on Monday, as major coins rallied sharply from the “Black Friday” crash.
Via
Benzinga
These 2 Cryptocurrency Stocks Are Riding Bitcoin's Record Highs
↗
October 12, 2025
Bitcoin may be soaring, but these crypto stocks are doing even better.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Bullish Teams Up With Deutsche Bank To Bring Traditional Banking To Crypto Markets
↗
October 08, 2025
Bullish and Deutsche Bank partner to provide corporate banking services to institutional clients in the digital asset space.
Via
Benzinga
Kazakhstan Unveils its National Crypto Reserve
October 03, 2025
Via
Investor Brand Network
Kazakhstan Unveils its National Crypto Reserve
October 03, 2025
Via
CryptoCurrencyWire
Why Bullish Stock Leaped Almost 12% Higher on Thursday
↗
October 02, 2025
The crypto derivatives market is about to expand, thanks to the company.
Via
The Motley Fool
Topics
Derivatives
10 Financials Stocks With Whale Alerts In Today's Session
↗
September 25, 2025
This whale alert can help traders discover the next big trading opportunities. Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity...
Via
Benzinga
Intel, Sandisk, And IonQ Are Among The Top 10 Large-Cap Gainers Last Week (Sep. 15 - Sep.19): Are The Others In Your Portfolio?
↗
September 21, 2025
Via
Benzinga
What's Going On With Bullish Shares Thursday?
↗
September 18, 2025
Bullish shares are trading higher Thursday after the company reported a year-over-year increase in second quarter financial results on Wednesday after the market closed.
Via
Benzinga
Why Shares of Bullish Are Surging Today
↗
September 18, 2025
Bullish is a crypto exchange that went public in August.
Via
The Motley Fool
Topics
Initial Public Offering
Stock Market Today: S&P 500, Nasdaq, Dow Futures Jump Following Fed Rate Cut—Broadcom, Cracker Barrel, FedEx In Focus
↗
September 18, 2025
U.S. stock futures advanced on Thursday following Wednesday's mixed moves. Futures of major benchmark indices were higher.
Via
Benzinga
Topics
Economy
Stocks
Why Bullish Shares Are Trading Higher By 12%; Here Are 20 Stocks Moving Premarket
↗
September 18, 2025
Via
Benzinga
Darden Restaurants, Factset Research And 3 Stocks To Watch Heading Into Thursday
↗
September 18, 2025
U.S. stock futures trading higher, stocks to watch: Darden, Bullish, Factset. 89bio acquired by Roche. FedEx Q1 earnings expected.
Via
Benzinga
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