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home
about us
Investment Approach
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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
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IREN Limited - Ordinary Shares
(NQ:
IREN
)
44.94
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EST, Feb 4, 2026
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IREN Shatters Revenue Records with Crypto and AI Growth (NASDAQ:IREN)
July 22, 2025
In a resounding demonstration of industry leadership and operational agility, IREN Limited (NASDAQ:IREN) has reported a record-shattering surge in revenue, propelled by explosive growth in both...
Via
MarketMinute
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10 Information Technology Stocks Whale Activity In Today's Session
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July 22, 2025
Via
Benzinga
Galaxy Digital, Blaize Holdings, Verizon And Other Big Stocks Moving Higher On Monday
↗
July 21, 2025
Via
Benzinga
Is IREN Gaining or Losing Market Support?
↗
June 27, 2025
Via
Benzinga
Bitcoin Miner IREN Could Surge 1,572% As SOTP Valuation Pegs $300 Target — Hedge Fund Manager Eric Jackson Says, 'We're Cooking With Gas'
↗
July 21, 2025
IREN Ltd.
Via
Benzinga
10 Information Technology Stocks With Whale Alerts In Today's Session
↗
July 16, 2025
Via
Benzinga
IREN LTD (NASDAQ:IREN) – A High-Growth Stock Meeting Minervini’s Trend Template
↗
July 16, 2025
IREN LTD (NASDAQ:IREN) meets Minervini’s Trend Template with strong technicals and high-growth fundamentals, making it a stock to watch for momentum investors.
Via
Chartmill
10 Information Technology Stocks With Whale Alerts In Today's Session
↗
July 15, 2025
Via
Benzinga
Iren Stock Is Trading Higher On Monday: What's Going On?
↗
July 14, 2025
IREN Limited (NASDAQ:IREN) stock is trading higher Monday amid a rise in the price of Bitcoin (CRYPTO: BTC).
Via
Benzinga
Veritex Holdings, Sequans Communications, Canaan And Other Big Stocks Moving Higher On Monday
↗
July 14, 2025
Via
Benzinga
Bitcoin Breaches $118K, But These BTC Mining Firms Are Still Priced Like It's At $58K: Here's How These Mining Stocks Could Explode
↗
July 11, 2025
As Bitcoin (CRYPTO: BTC) scaled a fresh new high on Friday, this analyst highlighted the potential in these Bitcoin miners that were undervalued, according to him. What Happened: Bitcoin hit a fresh...
Via
Benzinga
10 Information Technology Stocks With Whale Alerts In Today's Session
↗
July 10, 2025
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4 Artificial Intelligence (AI) Stocks That Could Make You a Millionaire
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July 10, 2025
Via
The Motley Fool
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Artificial Intelligence
10 Information Technology Stocks With Whale Alerts In Today's Session
↗
July 08, 2025
Via
Benzinga
IREN Stock Is Trending Today: What's Going On?
↗
July 07, 2025
IREN Limited (NASDAQ:IREN) shares are volatile Monday morning after rising approximately 20% over the past week. Here’s a look at what’s going on.
Via
Benzinga
IREN June 2025 Monthly Update
July 07, 2025
From
IREN
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GlobeNewswire
Benzinga Bulls And Bears: Datadog, Centene, Lucid — And US Makes Surprise Trade Deal With Vietnam
↗
July 05, 2025
Via
Benzinga
IREN Stock Is Rising Thursday: What's Going On?
↗
July 03, 2025
IREN Limited (NASDAQ:IREN) shares are trading higher. The company on Thursday announced that it expanded its AI cloud through the purchase of thousands of Nvidia Corp (NASDAQ:NVDA) Blackwell GPUs.
Via
Benzinga
Topics
Artificial Intelligence
IREN Expands AI Cloud with 2.4k NVIDIA Blackwell GPUs
July 03, 2025
New B200 & B300 fleet lifts total to 4.3k GPUs, unlocking next-gen training and inference at scale
From
IREN
Via
GlobeNewswire
Mesoblast, Atai Life Sciences, Melco Resorts & Entertainment And Other Big Stocks Moving Higher On Tuesday
↗
July 01, 2025
Via
Benzinga
Tesla, Progress Software, Dyne Therapeutics And Other Big Stocks Moving Lower In Tuesday's Pre-Market Session
↗
July 01, 2025
Via
Benzinga
IREN Appoints Anthony Lewis as Chief Capital Officer to Lead Capital Markets Strategy
July 01, 2025
From
IREN
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GlobeNewswire
The Artificial Intelligence (AI) Stock Everyone Is Missing
↗
July 01, 2025
Via
The Motley Fool
Topics
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IREN Achieves Mid-Year Target of 50 EH/s
June 30, 2025
Establishes Global Leadership in Efficient Bitcoin Mining
From
IREN
Via
GlobeNewswire
Crypto Mining Stocks Surge Thursday: What Happened?
↗
June 26, 2025
Shares of crypto miners Applied Digital Corp (NASDAQ:APLD), Galaxy Digital Inc (NASDAQ:GLXY) and IREN Ltd (NASDAQ:IREN) all closed
Via
Benzinga
10 Information Technology Stocks Whale Activity In Today's Session
↗
June 26, 2025
Via
Benzinga
IREN closes upsized $550 million convertible notes offering
June 13, 2025
From
IREN
Via
GlobeNewswire
Bitcoin Miners Light Up: CleanSpark, Riot, MARA See Up To 44% Upside On Stronger BTC Economics
↗
June 13, 2025
Bitcoin's (CRYPTO: BTC) still riding high – and JPMorgan thinks the miners are just getting warmed up. In a fresh note, analyst Reginald L.
Via
Benzinga
IREN prices upsized $500 million convertible notes offering
June 11, 2025
From
IREN
Via
GlobeNewswire
12 Information Technology Stocks Moving In Tuesday's After-Market Session
↗
June 10, 2025
Via
Benzinga
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