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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
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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Usdata Corp
(OP:
USDC
)
0.0012
UNCHANGED
Last Price
Updated: 10:59 AM EST, Dec 22, 2025
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Ethena Supercharges Aave
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July 31, 2025
Loop sUSDe and USDe on Aave for stacked yields and promo rewards.
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Dash Goes DeFi With A Single Scan
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July 30, 2025
LeoDEX QR codes let every Dash wallet access Maya Protocol for cross-chain swaps in one scan, no seed export required.
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Native USDC + CCTP V2 Ignite Cross-Chain Liquidity On Sei
↗
July 29, 2025
Circle has minted native USDC on Sei and activated CCTP V2, enabling sub-second, slippage-free stablecoin flows across 13 chains.
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GENIUS Act Ignites “Stablecoin Summer” in the U.S.
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July 28, 2025
President Trump just signed the GENIUS Act, giving stablecoins a 1:1-reserve federal rule-set and setting off a new era of U.S. dollar-backed crypto adoption.
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USDC Warps to Sei: Zero-Bridge Stablecoin Now Live
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July 25, 2025
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JPMorgan Reportedly Plans To Lend Against Bitcoin, Ethereum As Wall Street Warms Up To Crypto
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VeChain Opens Cross-Chain Floodgates
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July 14, 2025
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Sei Lands Bank-Minted USDC
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July 14, 2025
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Polygon Lands Its First Live Share Registry
↗
July 25, 2025
Beself Brands has issued fully-regulated shares as ERC-3643 tokens on Polygon, giving EU investors 24/7 secondary liquidity and automated dividends.
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Crypto Traders Appear To Be Shifting From USDT To USDC As US Prepares to Enact Stablecoin Law
↗
July 18, 2025
Blockchain data from Glassnode showed that on-chain value transferred using USDT dropped 20% in the last 24 hours, while USDC’s jumped by nearly 40%.
Via
Stocktwits
Topics
Government
Trump Strikes Deal With House Republicans To Advance Crypto Legislation After Facing Congressional Roadblock
↗
July 15, 2025
Trump posted on Truth Social that he has reached an agreement with 11 of the 12 Republicans in the House, whose votes are necessary to pass the GENIUS Act.
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Artificial Intelligence
Economy
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Decentralized AI Gets Real
↗
July 15, 2025
Fetch.ai, SingularityNET, and Ocean push ASI:One update that enables parallel agent tasks, aiming to grow a decentralized AI marketplace.
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Spark Plugs Native Income Into Optimism
↗
July 10, 2025
Spark launches sUSDC and sUSDS across Optimism and Unichain, pairing native 4.5 percent yield with OP-funded liquidity incentives.
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Buckle Up, Visa: Stablecoins Process $800 Billion In Transactions Per Month, Report Finds
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July 09, 2025
Stablecoins are now facilitating nearly $800 billion in digital transactions each month, positioning themselves as credible challengers to traditional payment networks like Visa (NYSE:V
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COTI Makes MEV Bots Go Hungry
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July 08, 2025
COTI’s garbled-circuit protocol hides trade data, preventing the $215 k sandwich attack and future MEV exploits.
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Economy
2028 Election Poll Shows Vance, Buttigieg In Lead: Where Trump, Newsom, Harris Rank — And Betting Odds
↗
June 30, 2025
Donald Trump has been in office for less than six months of his four-year term.
Via
Benzinga
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Government
Coinbase Stock In Spotlight After BofA Sees ‘Value Unlock’ On Stablecoin Exposure
↗
June 30, 2025
The new price target was higher than the stock’s previous close.
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D3 Global Launches $1M Developer Fund To Advance Tokenized Domains On Doma Testnet
↗
June 24, 2025
D3 Global, a company building blockchain-based infrastructure for tokenized domains, announced a $1 million USDC (CRYPTO:
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Benzinga
Circle, GMS Stocks See Big Jump Friday Morning – Here’s What Wall Street Analysts Are Saying
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June 20, 2025
While many analysts on Wall Street have raised their price targets on GMS after The Wall Street Journal’s report that Home Depot may have submitted a competing bid against QXO, RBC Capital said the...
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Coinbase, Circle Pop As Stablecoin Legislation Clears Senate – But These Two Stocks Took A Hit
↗
June 18, 2025
Coinbase’s rally was further fueled by the launch of Coinbase Payments, a new platform designed to simplify stablecoin transactions for merchants.
Via
Stocktwits
Topics
Government
Algorand Powers First On Chain Mastercard
↗
June 18, 2025
New card from Pera and Immersve spends USDC on Algorand with instant finality and zero custody risk.
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Trump-Backed Stablecoin Bill Passes Senate Hurdle In Historic Moment For Crypto: Circle Stock In Focus
↗
June 17, 2025
In a rare show of bipartisan support, the bill passed on the Senate floor with a 68-30 vote as it moves to the House.
Via
Stocktwits
Topics
Artificial Intelligence
Bonds
Government
Circle Upgrades Worldcoin's Bridged Dollars to Native USDC
↗
June 17, 2025
Circle converts bridged balances to native USDC and enables CCTP V2 for 27 M World users across 160 countries.
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Stocktwits
PayPal Targets Stellar For PYUSD Transfers
↗
June 16, 2025
PayPal seeks NYDFS approval to mint its stablecoin on Stellar, eyeing cheaper cross-border payments.
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Shopify Teams Up With Coinbase, Stripe To Roll Out USDC Stablecoin Payments For Merchants
↗
June 13, 2025
Tobi Lütke, CEO of Shopify Inc. (NASDAQ:SHOP), said Thursday that the firm has partnered with Coinbase Global Inc. (NASDAQ:COIN) to integrate USD Coin (CRYPTO:
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Benzinga
Trump-backed Stablecoin Bill Advances On Senate Floor; Circle Stock On Retail Watch
↗
June 12, 2025
The bill, led by Senator Bill Hagerty of Tennessee, aims to create a regulatory framework for the stablecoin digital tokens whose prices are tied to the U.S. dollar.
Via
Stocktwits
Topics
Bonds
Government
Stablecoin Heavyweight Circle’s Stock Surges 168% In Blockbuster Trading Debut — Retail Dubs It ‘Better Than Bitcoin’
↗
June 06, 2025
The stock also witnessed a 236% increase in retail follower count on Thursday.
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Chamath Palihapitiya Says Circle IPO Valued At $7 Billion Means It's A 'Genius' Buy For Coinbase, Here's Why
↗
June 05, 2025
Tech investor Chamath Palihapitiya suggested Wednesday that Ripple Labs or Coinbase Global Inc. (NASDAQ:COIN) acquiring Circle Internet Financial would be a “genius” move, given the potential value of...
Via
Benzinga
Topics
Initial Public Offering
Circle Launches USDC Bounties: Free-ish Money?
↗
June 03, 2025
Circle unveils Developer Bounties—up to 1,500 USDC per challenge—for devs integrating USDC, CCTP, and Paymaster solutions.
Via
Stocktwits
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