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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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TAF sm Program
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
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
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
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
Total Asset Fund (TAF sm) Presentation
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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MARA Holdings, Inc. - Common Stock
(NQ:
MARA
)
10.44
+0.36 (+3.57%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 8, 2026
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MARA CEO Fred Thiel Said About A Month Ago That Nations Have Begun To Stockpile Bitcoin — Here's What The Data Actually Shows
↗
May 27, 2025
MARA Holdings Inc. (NASDAQ:MARA) CEO Fred Thiel stated about a month ago that countries were loading up on Bitcoin (CRYPTO: BTC) to offset the impact of a weaker dollar. But has this been the case?
Via
Benzinga
What's Driving the Market Sentiment Around MARA Holdings?
↗
May 26, 2025
Via
Benzinga
10 Information Technology Stocks Whale Activity In Today's Session
↗
May 26, 2025
Via
Benzinga
AI Could Provide Redemption for Crypto and Take it to the Next Level
May 23, 2025
Via
Investor Brand Network
Topics
Artificial Intelligence
Bitcoin Mining Stocks MARA Holdings, Riot, CleanSpark Surge As Bitcoin Climbs To New Highs: What's Going On?
↗
May 22, 2025
Bitcoin (CRYPTO: BTC) mining stocks MARA Holdings Inc (NASDAQ:MARA), Riot Platforms Inc (NASDAQ:RIOT) and CleanSpark Inc (NASDAQ:CLSK) are trading higher Thursday as bitcoin climbs to new all-time...
Via
Benzinga
Earnings Scheduled For May 8, 2025
↗
May 08, 2025
Via
Benzinga
Bitcoin Soars To New All-Time High, Blasts Past $109,000
↗
May 21, 2025
The world’s top cryptocurrency by market capitalization touched a high of $109,701, rising more than 4.1% over the past 24 hours.
Via
Stocktwits
Topics
ETFs
Government
World Trade
Bitcoin's New All-Time High Fuels Marathon Holdings (MARA) Stock: What's Going On?
↗
May 21, 2025
MARA Holdings Inc (NASDAQ:MARA) shares climbed 6.1% to $17.18 Wednesday afternoon, buoyed by Bitcoin’s (CRYPTO: BTC) surge to a new
Via
Benzinga
American Crypto Innovation: 3 Made in America Crypto Stocks That Are Worthy of a Place in Your Portfolio
↗
May 21, 2025
Via
The Motley Fool
Topics
Government
France to Bolster Crypto Entrepreneurs’ Security in the Wake of Kidnappings
May 20, 2025
Via
CryptoCurrencyWire
France to Bolster Crypto Entrepreneurs’ Security in the Wake of Kidnappings
May 20, 2025
Via
Investor Brand Network
Ark Invest Takes Swipe At MSTR, MARA, Says 'Bitcoin Treasury Companies Don't Make Sense:' 'Funding Purchases With Debt...Seems Like A Recipe For Disaster'
↗
May 16, 2025
Bitcoin (CRYPTO: BTC) treasury companies like Michael Saylor‘s Strategy Inc. (NASDAQ:MSTR) (formerly MicroStrategy) were in focus as Brett Winton, the chief futurist at ARK In
Via
Benzinga
Michael Saylor Says Strategy Inc. Shareholders Could 'Suffer' If Bitcoin Plunges 90% For Half A Decade, But Reveals A Winning Endgame
↗
May 16, 2025
Strategy Inc. (NASDAQ:MSTR) executive chairman, Michael Saylor, says the company, formerly known as MicroStrategy, could survive a brutal crypto winter, but its shareholders wouldn’t be too happy about...
Via
Benzinga
Anthony Scaramucci On Trump's Crypto Moves, Bitcoin Nears $104K And More: This Week In Crypto
↗
May 11, 2025
This week brought a flurry of activity to the cryptocurrency market.
Via
Benzinga
Topics
Government
Analyst-Favorite Bitcoin Miner CleanSpark: Worth the Hype?
May 10, 2025
Investors may shy away from Bitcoin mining firms due to the coin's volatility, but CleanSpark offers reasons to take a second look.
Via
MarketBeat
Topics
Artificial Intelligence
MARA And CleanSpark Stocks Surge Friday: What's Going On?
↗
May 09, 2025
MARA Holdings, Inc. (NASDAQ:MARA) and CleanSpark, Inc. (NASDAQ:CLSK) shares are trading volatile on Friday amid worse-than-expected financial results on Thursday after t
Via
Benzinga
MARA Holdings' Q1 Results Fail To Excite, Yet Bitcoin Touching $103K Could Turn Losses To Gains
↗
May 09, 2025
MARA Holdings Inc (NASDAQ:MARA) reported its first-quarter results Thursday.
Via
Benzinga
MARA CEO Fred Thiel Underscores Company's 'Twin Turbocharge Strategy' Of Bitcoin HODL And Mining: 'You See The Benefit Of Both The Sides'
↗
May 09, 2025
MARA Holdings Inc. (NASDAQ:MARA) CEO Fred Thiel reiterated the company’s commitment to its Bitcoin holding strategy on Thursday, emphasizing the potential benefits for its stockholders.
Via
Benzinga
Mara Holdings Stock Dips After Worse-Than-Expected Q1 Report
↗
May 08, 2025
Mara misses first-quarter EPS and revenue estimates. Here's a look at the details.
Via
Benzinga
COIN Vs. MARA: Which Crypto Stock Chart Has The Bullish Edge Before Q1 Earnings Drop?
↗
May 08, 2025
As Coinbase Global Inc. (NASDAQ:COIN) and MARA Holdings Inc. (NASDAQ:MARA) prepare to
Via
Benzinga
10 Information Technology Stocks Whale Activity In Today's Session
↗
May 07, 2025
Via
Benzinga
How MARA Holdings Stock Gained 16% Last Month
↗
May 06, 2025
Is MARA Holdings winning the Bitcoin mining race? Check out its recent numbers and decide for yourself.
Via
The Motley Fool
Nike To $70? Here Are 10 Top Analyst Forecasts For Tuesday
↗
May 06, 2025
Via
Benzinga
This Vertex Pharmaceuticals Analyst Is No Longer Bullish; Here Are Top 4 Downgrades For Tuesday
↗
May 06, 2025
Via
Benzinga
Why Mara Holdings Stock Plummeted Today
↗
May 05, 2025
Via
The Motley Fool
Topics
Stocks
3 Stocks to Watch as Bitcoin Nears $100k Again
May 05, 2025
Now that Bitcoin has started on a new bull run along with the S&P 500, three stocks in this space stand out as attractive buys for investors today
Via
MarketBeat
Topics
Government
Stocks
World Trade
Unpacking the Latest Options Trading Trends in MARA Holdings
↗
May 05, 2025
Via
Benzinga
MARA Holdings Says Bitcoin Production Fell 15% Last Month, Shares Move Lower With Earnings On The Horizon: What's Going On?
↗
May 05, 2025
MARA Holdings Inc (NASDAQ:MARA) shares are trading lower. The company on Monday provided a Bitcoin (CRYPTO: BTC) mining update for April ahead of earnings later this week.
Via
Benzinga
EXCLUSIVE: April's 20 Most-Searched Tickers On Benzinga Pro — Where Do Tesla, Apple, Palantir, Nvidia Stocks Rank?
↗
May 02, 2025
Each trading day features hundreds of headlines and press releases on Benzinga Pro, a source for traders to see the latest news on the overall market and individual tickers.
Via
Benzinga
Michael Saylor Considers Competition Copying Strategy's Bitcoin Playbook Mutually Beneficial: 'The More Companies That Join, The Better It Is'
↗
May 01, 2025
Strategy Inc. (NASDAQ:MSTR) executive chairman Michael Saylor expressed optimism about the growing adoption of the Bitcoin standard among businesses on Thursday.
Via
Benzinga
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