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home
about us
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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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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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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
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Additional Information
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Back Dated Performance Reports
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Event Schedule
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Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
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Investing During Uncertain Times
Read FULL Seminar Here
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Strategy Inc - Class A Common Stock
(NQ:
MSTR
)
157.16
+5.21 (+3.43%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 2, 2026
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3 Small AI Stocks Ready to Explode (All Under $20)
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November 06, 2025
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Michael Saylor's Bitcoin Plan Has A Cost — Strategy Must Pay $689M Just To HODL
↗
November 06, 2025
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Bitcoin Battles Below $110,000: A Market in Flux on November 6, 2025
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November 06, 2025
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Crypto Payments Go Mainstream: 2025 Sees Unprecedented POS System Evolution and Adoption
November 06, 2025
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Beyond Direct Buys: Unlocking Crypto Exposure Through Public Equities – The Bitmine Immersion Technologies (BMNR) Case
November 06, 2025
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Bitcoin’s “Black Friday” Sale: Saylor Sees Opportunity Amidst Market Fear as BTC Dips Below $100,000
November 06, 2025
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Bitcoin Breaks Free: A Deep Dive into the Growing Divergence from the S&P 500
November 06, 2025
November 6, 2025 – In a significant and ongoing trend, Bitcoin (BTC) has increasingly charted its own course, decoupling from the performance of the traditional stock market, particularly the S&P 500...
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Hedge Funds Go All-In: Crypto’s Institutional Evolution Accelerates Towards Mainstream Finance
November 06, 2025
The cryptocurrency market is undergoing a seismic shift, driven by an unprecedented surge in adoption from traditional hedge funds. What began as a cautious foray into a nascent asset class has, by...
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Strive Upsizes Preferred Stock Offering To $160 Million To Fund Bitcoin Purchases
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November 06, 2025
Strive upsized its inaugural preferred stock offering by 38% to raise over $160 million.
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Robinhood CEO Vlad Tenev On Making A Michael Saylor-Like Move On Bitcoin: 'Still Thinking About It'
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November 06, 2025
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Kazakhstan Eyes Crypto: A Bold Move to Diversify National Reserves
November 05, 2025
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Bitcoin Plummets to 4-Month Low Below $100,000: A Deep Dive into Market Turmoil
November 05, 2025
November 5, 2025 – The cryptocurrency market was gripped by a palpable sense of fear and uncertainty on November 4, 2025, as Bitcoin (BTC) plunged to a four-month low, briefly breaching the...
Via
BreakingCrypto
Topics
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Michael Saylor-Led Strategy Unlikely To Get Liquidated In Next Bitcoin Bear Market, Says Popular Analyst, But Foresees Issues In 2028
↗
November 05, 2025
Cryptocurrency analyst Willy Woo expressed doubt Monday that Strategy Inc.
Via
Benzinga
Semiconductor Giants Pivot: Sequans Communications Dumps Bitcoin to Slash Debt in Landmark Financial Maneuver
November 04, 2025
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TokenRing AI
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MSTR Drops Below $250 As Strategy Announces New Bitcoin-Linked Stock Offering
↗
November 04, 2025
Strategy Inc.
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Benzinga
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November 04, 2025
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Crypto Market Plunges into ‘Extreme Fear’ as Investors Embrace Risk-Off Stance
November 04, 2025
November 4, 2025 – The cryptocurrency market is currently gripped by a profound "risk-off" sentiment, a significant shift that intensified throughout October and has culminated in a period of "Extreme...
Via
BreakingCrypto
Topics
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Bitcoin Consolidates Around $104,000 After Surging to All-Time Highs: A Market Re-evaluation
November 04, 2025
As of early November 2025, Bitcoin (BTC) has entered a significant consolidation phase, hovering around the $104,000 mark after a monumental rally that saw it breach new all-time highs above $125,000...
Via
BreakingCrypto
Topics
Artificial Intelligence
Derivatives
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Crypto Market Grapples with Volatility: A Deep Dive into Recent Price Swings and Future Outlook
November 04, 2025
The cryptocurrency market, inherently known for its dramatic price fluctuations, has once again demonstrated its volatile nature with significant price swings observed throughout late 2024 and...
Via
BreakingCrypto
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Bitcoin’s Six-Figure Showdown: The Battle for the $100K Psychological Level
November 04, 2025
November 4, 2025 – The cryptocurrency market is currently gripped by intense volatility as Bitcoin (BTC) engages in a pivotal struggle around the psychologically crucial $100,000 price level. Following...
Via
BreakingCrypto
Topics
ETFs
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Bitcoin’s American Ascent: States Leading the Charge in Digital Gold Adoption
November 04, 2025
November 4, 2025 – The United States is witnessing an unprecedented surge in Bitcoin adoption, solidifying its position as a global leader in the cryptocurrency landscape. As of late 2025, a confluence...
Via
BreakingCrypto
Topics
ETFs
Economy
Government
Strategy Announces Proposed Initial Public Offering of € Denominated STRE Stock
November 04, 2025
From
Strategy Inc
Via
Business Wire
Peter Schiff Blasts Trump's China Narrative On Crypto: Beijing Has No Interest In Leading The World In 'Ponzi Schemes'
↗
November 04, 2025
Economist Peter Schiff mocked President Donald Trump’s focus on making the U.S.
Via
Benzinga
Topics
Government
U.S. Inflation Cools, Unleashing Institutional Crypto Frenzy and Bolstering Rate Cut Hopes
November 03, 2025
The latest U.S. Consumer Price Index (CPI) report has sent a wave of relief and optimism across global financial markets, with a "cooler" inflation reading significantly easing long-standing fears and...
Via
MarketMinute
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Ethereum’s Surge: Network Upgrades, DeFi Boom, and Ecosystem Health Propel ETH Towards New Horizons
November 03, 2025
As of November 2025, the Ethereum (ETH) ecosystem stands at a pivotal juncture, demonstrating robust health and significant advancements that are profoundly influencing its price action and long-term...
Via
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Bitcoin’s Enduring Reign: Navigating Volatility as the Crypto Benchmark in November 2025
November 03, 2025
As November 2025 unfolds, Bitcoin (BTC) continues to command the cryptocurrency landscape, solidifying its role as both the primary market benchmark and a crucial digital store of value. Despite a...
Via
BreakingCrypto
Topics
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ETFs
Economy
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