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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
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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Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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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
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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
)
126.03
-6.90 (-5.19%)
Official Closing Price
Updated: 4:00 PM EDT, Mar 27, 2026
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All News about Strategy Inc - Class A Common Stock
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Synopsys, Moderna, Strategy, Q32 Bio, Wolfspeed: Stocks Making The Biggest Moves Today
↗
December 01, 2025
Synopsys shares were up nearly 4% in Monday’s midday session after AI bellwether Nvidia announced a $2 billion investment in the company.
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
Economy
Bitcoin Falls Below $84,000, Triggering Nearly $1 Billion In Liquidations – MSTR, BMNR Lead Crypto Stocks Sell-Off
↗
December 01, 2025
Via
Stocktwits
Strategy Launches $1.44 Billion USD Reserve To Power Its Bitcoin 'Reactor'
↗
December 01, 2025
Strategy Inc. (NASDAQ:MSTR) has purchased 130 Bitcoin
Via
Benzinga
Crypto Correction and Nvidia Slip Derail Wall Street’s Winning Streak on December 1, 2025
December 01, 2025
New York, NY – December 1, 2025 – Wall Street today saw a significant reversal of fortune as a confluence of declining crypto-related stocks and a dip in tech giant Nvidia's performance pulled major...
Via
BreakingCrypto
Topics
Artificial Intelligence
Bonds
Derivatives
Wall Street's Winning Streak in Jeopardy as Crypto and Nvidia Drag Markets Lower
December 01, 2025
Wall Street is experiencing a significant pullback today, December 1, 2025, as a broad sell-off in crypto-related stocks and a notable dip in chip giant Nvidia (NASDAQ: NVDA) threaten to derail a...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Market Navigates Post-Holiday Crosscurrents: Nasdaq Stumbles in November as December Opens Cautiously
December 01, 2025
As financial markets returned from the Thanksgiving holiday weekend, investors were met with a complex landscape of conflicting signals. While Black Friday saw an immediate surge in major indices,...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
U.S. Markets Open December with a Downbeat Tone as Manufacturing Data Looms and Bitcoin Stumbles
December 01, 2025
The U.S. stock market has commenced December 2025 on a cautious note, with futures for the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite all pointing lower on the first trading day of the...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Government
A Bleak December Opening: Markets Sink, Bitcoin Plummets in Downbeat Start to the Month
December 01, 2025
December 1, 2025, has dawned with a distinct chill across global financial markets, as major indices including the Dow Jones Industrial Average (NYSE: ^DJI), S&P 500 (NYSE: ^GSPC), and Nasdaq Composite...
Via
MarketMinute
Topics
Economy
Stocks
Supply Chain
Tech and Crypto Tumble as December Opens with a Risk-Off Market Shift
December 01, 2025
As the calendar turned to December 2025, global financial markets greeted the new month with a notable downturn, as U.S. stock futures fell sharply, signaling a broad "risk-off" sentiment among...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
ETFs
MSTR Announces $1.44 Billion USD Reserve As BTC Holdings Hit 650,000 Amid Investor Concerns
↗
December 01, 2025
Strategy added 130 Bitcoin to its holdings last week at an average price of $89,960 per coin.
Via
Stocktwits
Topics
ETFs
Strategy Announces Establishment of $1.44 Billion USD Reserve and Updates FY 2025 Guidance
December 01, 2025
From
Strategy Inc
Via
Business Wire
(Micro)Strategy's Structural Reset: Why Markets Are Repricing MSTR Beyond Bitcoin
↗
December 01, 2025
The recent decline in Strategy's (NASDAQ:MSTR) stock price is not a simple pullback, nor is it a reaction driven by short-term sentiment. What is unfolding around MSTR is a broad structural repricing.
Via
Benzinga
1 Safe-and-Steady Stock for Long-Term Investors and 2 We Ignore
December 01, 2025
Stability is great, but low-volatility stocks may struggle to deliver market-beating returns over time as they sometimes underperform during bull markets.
Via
StockStory
Dow Futures Edge Lower Ahead Of Powell Speech, Fed Rate Cut Odds Rise: TSLA, NIO, MSTR, MDB Among Stocks To Watch
↗
December 01, 2025
While Dow Jones futures were down by 0.48%, the S&P 500 futures declined 0.63%.
Via
Stocktwits
Topics
ETFs
Economy
Stocks
1 Top Cryptocurrency to Buy Before It Soars 24,600%, According to Michael Saylor of Strategy
↗
December 01, 2025
Can Bitcoin really hit a price of $21 million? One of the world's foremost Bitcoin bulls thinks it's possible.
Via
The Motley Fool
Post-Turkey Rally: Bulls Run Wild on Black Friday
↗
December 01, 2025
Wall Street feasts on optimism with the S&P 500 logging its best Thanksgiving week since 2012, driven by rate cut hopes. Intel surges on Apple partnership rumors, while Nvidia stumbles as investors eye...
Via
Chartmill
Topics
Stocks
Bitcoin Roars Past $90,000: A New Era for Digital Gold and Linked Equities
November 28, 2025
Bitcoin has once again asserted its dominance in the financial markets, surging past the $90,000 mark in late November 2025. This significant milestone, following a period of intense volatility and a...
Via
MarketMinute
Topics
Artificial Intelligence
Derivatives
ETFs
Crypto Market Navigates Volatility: Investor Confidence Tested Amidst Recovery Signals
November 28, 2025
November 28, 2025 – The cryptocurrency market has witnessed a tumultuous yet ultimately resilient period throughout 2025, culminating in a significant downturn in late Q3 and Q4, followed by cautious...
Via
BreakingCrypto
Topics
Artificial Intelligence
ETFs
Economy
Tech Titans in Flux: Intel Rises as Nvidia and Oracle Slip Amidst Bitcoin's Ascent to $92,000
November 28, 2025
The financial markets are witnessing a fascinating divergence among technology giants, with Intel (NASDAQ: INTC) demonstrating a robust upward trajectory, while its formidable peers, Nvidia (NASDAQ:...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Michael Saylor Says Bitcoin's Volatility Is A Feature, Not A Bug: Warren Buffett 'Would Own All Of It' If It Wasn't Volatile
↗
November 26, 2025
Michael Saylor, Executive Chairman of Strategy Inc. (NASDAQ:MSTR), said on Wednesday that Bitcoin’s
Via
Benzinga
Bitcoin Reclaims $90,000 Mark Amidst Market Volatility and Shifting Economic Tides
November 26, 2025
November 26, 2025 – Bitcoin (BTC) has once again captured the financial world's attention, recently pushing back above the crucial $90,000 threshold during U.S. trading hours. This rebound comes after...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Fed Prepares Shift: Markets React Fast (Crypto Surges as Fed Eyes Rate Cut in December)
November 26, 2025
The financial world is abuzz as signals from the Federal Reserve point towards a significant policy pivot, with a high probability of an interest rate cut in December 2025. This anticipated move, which...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
ETFs
Strategy’s Worst Month Since 2024 Pushes Its Market Cap Below Its Bitcoin Holdings — But Retail Bulls Are Unfazed
↗
November 26, 2025
The company currently holds 649,870 Bitcoins, valued at over $56 billion. Its market capitalization has slipped to $49.5 billion.
Via
Stocktwits
Topics
Economy
3 Out-of-Favor Stocks We Steer Clear Of
November 25, 2025
Rock-bottom prices don't always mean rock-bottom businesses. The stocks we're examining today have all touched their 52-week lows, creating a classic investor's dilemma: bargain opportunity or value...
Via
StockStory
MicroStrategy’s Bitcoin Bet Faces Crossroads as MSCI Exclusion Looms, Signaling Broader Crypto Reevaluation
November 25, 2025
November 25, 2025 – MicroStrategy (NASDAQ: MSTR), the business intelligence firm that famously transformed into a de facto Bitcoin (BTC) proxy, finds its bold treasury strategy at a critical juncture....
Via
BreakingCrypto
Topics
ETFs
We May Witness Stock Market History in 2026, With the Potential Bursting of 3 Bubbles at the Same Time
↗
November 25, 2025
Some of Wall Street's most-hyped trends and innovations are showing signs of breaking down.
Via
The Motley Fool
Topics
Artificial Intelligence
Stocks
Shopify, Strategy, Fastly, Cloudflare, and Snowflake Shares Are Soaring, What You Need To Know
November 24, 2025
A number of stocks jumped in the afternoon session after renewed enthusiasm for Alphabet reinvigorated the artificial intelligence trade, propelling a market rebound heading into the Thanksgiving...
Via
StockStory
Topics
Artificial Intelligence
Economy
Bitcoin Roars Back: Fed's Dovish Tone Ignites Hopes for December Rate Cut, Fueling Crypto Resurgence
November 24, 2025
New York, NY – November 24, 2025 – After a tumultuous period marked by sharp declines, Bitcoin (BTC) is showing encouraging signs of recovery, spurred by recent dovish remarks from key Federal Reserve...
Via
MarketMinute
Topics
Bonds
ETFs
Economy
Bitcoin ETFs Face Record $3.5 Billion Exodus as Crypto Market Plunges into “Extreme Fear”
November 24, 2025
November 24, 2025 – The cryptocurrency market is reeling from an unprecedented downturn in November 2025, marked by a staggering $3.5 billion in redemptions from Bitcoin (BTC) Exchange-Traded Funds...
Via
BreakingCrypto
Topics
ETFs
Economy
Bitcoin’s Sell-Off: Is the Crypto Winter Truly Over, or Just Paused?
November 24, 2025
Analysts Declare the Bottom While Market Grapples with Lingering Fear In a period marked by significant market turbulence, prominent crypto analysts have offered a beacon of hope, claiming that the...
Via
BreakingCrypto
Topics
Artificial Intelligence
ETFs
Economy
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