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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
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated 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
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Fees & Compensation
Estate Planning
Financial Planning
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Implementation
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Professional Alliance Network
Client Service Approach
Client's Responsibilities
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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
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Total Asset Fund (TAF)
TAF® Program
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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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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
Add to My Watchlist
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All News about Strategy Inc - Class A Common Stock
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Cooler CPI Ignites Institutional Crypto Buying, Receding Inflation Fears
November 03, 2025
A surprisingly "cooler" U.S. Consumer Price Index (CPI) report, released in November 2025 and reflecting October's data, has sent a wave of optimism through global financial markets. Signaling a...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
ETFs
Crypto Market Shaken: Macro Headwinds, Balancer Hack Trigger November 2025 Sell-Off
November 03, 2025
The cryptocurrency market experienced a significant downturn in early November 2025, with a confluence of macroeconomic pressures, a major decentralized finance (DeFi) security breach, and a wave of...
Via
BreakingCrypto
Topics
Derivatives
ETFs
Economy
Strategy Plans To Take Bitcoin-Backed ‘Credit Factory’ Global – MSTR Stock Rises Even As Analysts Trim Targets
↗
October 31, 2025
Via
Stocktwits
Bitcoin’s ‘Uptober’ Turns Into ‘Downtober’ – Analyst Warns Of Potential Pullback To $80K
↗
October 31, 2025
Via
Stocktwits
Cooler CPI Ignites Crypto: Institutional Buying Surges as Inflation Fears Recede
November 03, 2025
In a significant development that sent ripples across global financial markets, the latest U.S. Consumer Price Index (CPI) report, released on October 13, 2025 (for September 2025 data), came in cooler...
Via
BreakingCrypto
Topics
Bonds
ETFs
Economy
Strategy Announces Proposed Initial Public Offering of € Denominated STRE Stock
November 03, 2025
From
Strategy Inc
Via
Business Wire
Bitcoin’s “Red October” Shatters Seven-Year “Uptober” Streak: A Market Reckoning
November 03, 2025
October 2025 will be etched into cryptocurrency history as the month Bitcoin (BTC) defied its long-standing "Uptober" tradition, closing in the red for the first time in seven years. This unexpected...
Via
BreakingCrypto
Topics
Artificial Intelligence
ETFs
Economy
Bitcoin’s ‘Uptober’ Streak Broken: A Red October Challenges $150K Predictions
November 03, 2025
Bitcoin's much-anticipated "Uptober" trend, a historical period of positive monthly performance, concluded with an unexpected downturn in October 2025. For the first time in seven years, the...
Via
BreakingCrypto
Topics
ETFs
Economy
Government
Tilray Brands Has Been Buying Bitcoin. Could It Help the Stock Surge Higher?
↗
November 03, 2025
Digital assets are a relatively small line on Tilray's balance sheet, but could get bigger in the future.
Via
The Motley Fool
Topics
Cannabis
Earnings
10 Information Technology Stocks With Whale Alerts In Today's Session
↗
November 03, 2025
Via
Benzinga
Crypto Markets Stumble into November as Bitcoin Dips Below $108,000, Altcoins Follow Suit
November 03, 2025
The cryptocurrency market has commenced November 2025 on a somber note, with Bitcoin (BTC) experiencing a significant dip below the crucial $108,000 mark. This downturn, which saw the leading...
Via
BreakingCrypto
Topics
ETFs
Economy
World Trade
BitMine Immersion Technologies (BMNR) Fuels Ethereum Supercycle with Massive ETH Treasury Expansion
November 03, 2025
NEW YORK, NY – November 3, 2025 – BitMine Immersion Technologies (NASDAQ: BMNR), a prominent player in the digital asset space, has significantly bolstered its Ethereum (ETH) treasury by adding an...
Via
BreakingCrypto
Topics
Artificial Intelligence
ETFs
Economy
MSTR Stock Eyes $260 Support As Strategy Adds 397 Bitcoin
↗
November 03, 2025
Strategy Inc.
Via
Benzinga
Expert Outlook: Strategy Through The Eyes Of 11 Analysts
↗
November 03, 2025
Via
Benzinga
My Honest Opinion of the YieldMax MSTR Option Income Strategy ETF
↗
November 03, 2025
Should you buy this Bitcoin-related ETF for monthly income? One longtime crypto investor explains why he's having second thoughts.
Via
The Motley Fool
Topics
ETFs
Retirement
France Is Considering a Bitcoin Reserve. Here's Why That's Extremely Bullish.
↗
November 03, 2025
The implications of the bill being proposed in France are very positive.
Via
The Motley Fool
Topics
Economy
Amazon’s AWS Sends Nasdaq Soaring and Caps Off a Strong October for Wall Street
↗
November 03, 2025
Amazon’s record-breaking rally erased Meta’s AI hangover and powered the Nasdaq to its best month since July. Meanwhile, geopolitics and a looming U.S. shutdown are testing investors’ nerves.
Via
Chartmill
Topics
Artificial Intelligence
Michael Saylor Once Called Tom Lee Ethereum's 'Most Influential Spokesperson' Whose Presence Brings 'Trust' To Ecosystem
↗
November 02, 2025
Michael Saylor, famed Bitcoin (CRYPTO: BTC) bull and co-founder of Strategy Inc. (NASDAQ:MSTR), recently heaped praise on Wall Stre
Via
Benzinga
If You'd Invested $1,000 in Shiba Inu 5 Years Ago, Here's How Much You'd Have Today
↗
November 02, 2025
Shiba Inu has posted astronomical returns during the last five years.
Via
The Motley Fool
Topics
Artificial Intelligence
Stocks
MicroStrategy Falls Short Of Investment Grade In First S&P Global Credit Ranking
↗
November 01, 2025
Via
Benzinga
Topics
Stocks
Kiyosaki Sounds Alarm: "Massive Crash Beginning," Urges Shift to Gold, Silver, Bitcoin, and Ethereum
November 01, 2025
As global financial markets brace for potential turbulence, renowned author and financial commentator Robert Kiyosaki has once again issued a dire warning, asserting that a "massive crash" has begun....
Via
MarketMinute
Topics
Artificial Intelligence
Bankruptcy
Bonds
Bitcoin's 'Uptober' Streak Ends: First Monthly Loss Since 2018 Signals Shifting Market Dynamics
October 31, 2025
As October 31, 2025, draws to a close, the cryptocurrency market is grappling with a significant shift: Bitcoin (BTC) is on track to record its first monthly loss in October since 2018, shattering a...
Via
MarketMinute
Topics
Derivatives
ETFs
Economy
Powell's 'Hawkish Cut' Casts Shadow: Gold's Luster Dims, Crypto's Future Fogs Amidst Fed Uncertainty
October 31, 2025
October 31, 2025 – Federal Reserve Chairman Jerome Powell's recent commentary on potential interest rate cuts has sent a ripple of uncertainty through global financial markets, significantly impacting...
Via
MarketMinute
Topics
ETFs
Economy
MSTR To $270 On S&P 500 Speculation — Is A Breakout To $350 Now In Play?
↗
October 31, 2025
Strategy Inc. (NASDAQ:MSTR) shares rose as much as 8% to $274.52 on Friday as investors cheered record earnings and growing speculation about the company's entry into the S&
Via
Benzinga
Topics
Stocks
Nasdaq 100 Rebounds, Amazon Jumps 10% On Strong Earnings: What's Moving Markets Friday?
↗
October 31, 2025
Tech stocks edged higher Friday, rebounding from Thursday's 1.5% drop in the Nasdaq 100 as upbeat earnings from mega-cap giants kept the rally momentum alive.
Via
Benzinga
Strategy (MSTR) Stock Trades Up, Here Is Why
October 31, 2025
Shares of bitcoin development company Strategy (NASDAQ:MSTR) jumped 7.5% in the afternoon session after its third-quarter revenue topped Wall Street's estimates and it posted a massive profit, driven...
Via
StockStory
Topics
Artificial Intelligence
Supply Chain
Strategy (MSTR) Stock Is Surging Friday: What's Driving The Action?
↗
October 31, 2025
Shares of Strategy Inc. (NASDAQ:MSTR) are trading higher Friday, continuing the momentum late Thursday from its third-quarter financial report.
Via
Benzinga
Institutional Tsunami: Traditional Finance Dives Deep into Crypto, Reshaping Markets by Late 2025
October 31, 2025
New York, NY – October 31, 2025 – The cryptocurrency ecosystem has undergone a seismic shift, propelled by an unprecedented surge in institutional adoption and investment throughout 2024 and 2025. What...
Via
BreakingCrypto
Topics
Derivatives
ETFs
Economy
Billionaires Are Buying a BlackRock ETF That Could Soar Up to 800%, According to Wall Street Experts
↗
October 31, 2025
There are two big reasons billionaire hedge fund managers are loading up on this ETF.
Via
The Motley Fool
Topics
ETFs
Stock Market Today: S&P 500, Nasdaq Futures Advance As Amazon Leads Gains—Apple, Netflix, Reddit In Focus
↗
October 31, 2025
U.S. stock futures advanced on Friday after a day of decline on Thursday. Futures of major benchmark indices were higher.
Via
Benzinga
Topics
Stocks
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