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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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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
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Strategy Inc - Class A Common Stock
(NQ:
MSTR
)
100.01
+3.16 (+3.26%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Aug 7, 2026
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All News about Strategy Inc - Class A Common Stock
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MSTR, CRWD, MRNA, GTLB On Traders' Radar Today — Dow Futures Edge Higher As Investors Look Past Middle East Conflict
↗
March 04, 2026
Following warnings from Iran over the closure of the Strait of Hormuz, President Donald Trump announced that the U.S. would extend risk insurance for maritime trade through the strait.
Via
Stocktwits
Topics
ETFs
Government
Intellectual Property
US-Iran Tensions Swipe Bitcoin Gains – CRCL, HOOD, COIN Stocks Lead Crypto Equity Slide
↗
March 03, 2026
Not only was the cryptocurrency market moving lower, but SPY and QQQ both fell around 2% each in pre-market trade.
Via
Stocktwits
Topics
ETFs
Iran, Dip-Buyers & a Rare Buffett Stumble: Wall Street Shakes Off Its Worst Fears
↗
March 03, 2026
Via
Chartmill
CRCL Stock Hits 3-Month High – CORZ, RIOT Flop Q4 Earnings, DATs Load Crypto
↗
March 03, 2026
Crypto-linked stocks rallied on Monday as Bitcoin climbed toward the $70,000 level.
Via
Stocktwits
Topics
Earnings
3 Large-Cap Stocks We Steer Clear Of
March 02, 2026
Large-cap stocks usually command their industries because they have the scale to drive market trends. The flip side though is that their sheer size can limit...
Via
StockStory
Digital Fortress: Coinbase Shares Surge 12.5% as Crypto Resilience Defies Middle East Geopolitical Shock
March 02, 2026
On March 2, 2026, the global financial landscape was rocked by a profound geopolitical shift that sent traditional markets into a tailspin. However, amidst the chaos of a rapidly escalating conflict in...
Via
MarketMinute
Topics
ETFs
Economy
Strategy (MSTR) Shares Skyrocket, What You Need To Know
March 02, 2026
Shares of bitcoin development company Strategy (NASDAQ:MSTR) jumped 5.9% in the afternoon session after Bitcoin's price rebounded, climbing nearly 6% and lifting cryptocurrency-related stocks across...
Via
StockStory
Topics
Artificial Intelligence
Strategy Buys 3,015 Bitcoin As BTC Rebounds Above $68,000
↗
March 02, 2026
Strategy (NASDAQ:MSTR) announced it purchased 3,015 Bitcoin
Via
Benzinga
Strategy Now Holds Near $55B In Bitcoin After Latest BTC Purchase – Company Raises $237 Million Via Share Sale
↗
March 02, 2026
Strategy announced that it sold approximately 71,590 preferred shares, raising $7.1 million from the sale.
Via
Stocktwits
Michael Saylor Teases MSTR's Next Bitcoin Buy Even As Company Sits On $7B Paper Loss
↗
March 02, 2026
In post on X, Saylor wrote ‘Turn Of The Century’ pointing to Strategy’s 101th weekly Bitcoin purchase on Monday.
Via
Stocktwits
Topics
Government
Old Mission Capital Boosts iShares MSCI China ETF Allocation During China’s Market Reset
↗
February 27, 2026
The iShares MSCI China ETF provides direct exposure to China’s largest companies following a period of regulatory tightening and property-sector stress that significantly altered the market landscape....
Via
The Motley Fool
Topics
ETFs
MSTR CEO Thinks AI ‘Doom Loop’ Is Threatening Humanity And Bitcoin Can Save It
↗
February 27, 2026
According to Strategy CEO Phong Le, the more successful AI becomes, the more it poses a “threat” to the core pillars of humanity.
Via
Stocktwits
Topics
Artificial Intelligence
The ‘Warsh Shock’: Wall Street Braces for a New Era of ‘Sound Money’ and Active QT
February 26, 2026
WASHINGTON, D.C. — The global financial landscape has been sent into a tailspin following the formal nomination of Kevin Warsh to succeed Jerome Powell as the next Chair of the Federal Reserve. Since...
Via
MarketMinute
Topics
ETFs
Economy
Three Firms Buy Strategy's STRC—Could This Push MSTR Above $140?
↗
February 26, 2026
Prevalon Energy, Anchorage Digital, and OranjeBTC added Strategy’s (NASDAQ:MSTR)
Via
Benzinga
Stocks making big moves yesterday: Strategy, CAVA, CLEAR Secure, Super Micro, and Target Hospitality
February 26, 2026
Check out the companies making headlines yesterday:
Via
StockStory
Topics
Artificial Intelligence
Michael Saylor Unveils 'Digital Credit' Vision, Signals Expansion Beyond Bitcoin To Solana
↗
February 26, 2026
Strategy Inc. (NASDAQ:MSTR) Executive Chair Michael Saylor shared his vision Wednesday for the future of “digital credit,” emphasizing its pote
Via
Benzinga
Bitcoin’s Surge To $69,000 Pushes COIN, MSTR, BMNR Stocks Higher
↗
February 26, 2026
Crypto-linked equities jumped on Wednesday amid Bitcoin’s rally to $69,000 but pared gains as BTC’s price came back down.
Via
Stocktwits
Topics
Earnings
Strategy World 2026 Declares a New Era for Enterprise AI, Honors Customer and Partner Innovation
February 25, 2026
From
Strategy Inc
Via
Business Wire
Strategy (MSTR) Stock Trades Up, Here Is Why
February 25, 2026
Shares of bitcoin development company Strategy (NASDAQ:MSTR) jumped 9% in the afternoon session after a rally in the price of Bitcoin created upward pressure on the heavily shorted stock.
Via
StockStory
Topics
Artificial Intelligence
Strategy (MSTR) Stock Rockets On Bitcoin Comeback Rally
↗
February 25, 2026
Strategy Inc Class A (NASDAQ:MSTR) jumped Wednesday as Bitcoin's
Via
Benzinga
Prevalon Energy and Anchorage Digital Announce STRC Treasury Allocations at Strategy World Conference
February 25, 2026
From
Strategy Inc
Via
Business Wire
Bears Pile Into Strategy As Bitcoin Proxy Trade Wobbles
↗
February 25, 2026
Coinbase Global Inc. and Charter Communications Inc. were among the other large-cap equities that were notably shorted.
Via
Stocktwits
Topics
Economy
Strategy's The Most Shorted US Stock: Who's Behind The Massive Position?
↗
February 25, 2026
Strategy (NASDAQ:MSTR) has become the most heavily shorted U.S.
Via
Benzinga
MSTR’s Michael Saylor Says Bitcoin Is A ‘9G Roller Coaster’ Most Retail Investors Won’t Ride
↗
February 25, 2026
In a recent interview, Strategy’s executive chairman said that most retail investors would choose a bank account with stable 10% returns over Bitcoin.
Via
Stocktwits
Topics
Bonds
Michael Saylor's MSTR Becomes World's Most Shorted Stock — But Why Does Tom Lee Think This Is A Bullish Signal For Bitcoin?
↗
February 24, 2026
Wall Street analyst Tom Lee interpreted the surge in short interest for Strategy Inc. (NASDAQ:MSTR) as a contrarian bullish signal on Tuesday.
Via
Benzinga
Bitcoin Plummets to $63,067 as Tariff Shock Triggers Worst Monthly Rout Since 2022
February 24, 2026
The cryptocurrency market faced a brutal reckoning on Tuesday as Bitcoin (BTC) slid to $63,067, marking its most significant monthly decline since the "crypto winter" of 2022. The digital asset, which...
Via
MarketMinute
Topics
ETFs
Economy
Retirement
Michael Saylor Compares Bitcoin’s Slump To Apple, Amazon ‘Wilderness’ Years Amid MSTR’s $9B Paper Losses
↗
February 24, 2026
In a recent interview with Natalie Brunell, Michael Saylor compared Bitcoin’s current downturn to the prolonged recovery cycles of Apple and Amazon.
Via
Stocktwits
Michael Saylor Says Bitcoin's Newness Is The 'Strongest Argument' Against It, But Notes It Took People 30 Years To Embrace Electricity
↗
February 23, 2026
Strategy Inc. (NASDAQ:MSTR) Executive Chair Michael Saylor shared his thoughts Monday on the “strongest argument” agai
Via
Benzinga
Strategy World 2026 Kicks Off in Las Vegas with a Bold Vision for Freedom, AI, and the Future of Work
February 23, 2026
From
Strategy
Via
Business Wire
Bitcoin Teeters Near $64,000 as ‘Sell America’ Trade Intensifies Amid Tariff Fears
February 23, 2026
The global cryptocurrency market faced another wave of turbulence on Monday, February 23, 2026, as Bitcoin (BTC) saw its price tumble 4.8%, briefly flirting with the critical $64,000 support level. The...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
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