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TSL's Turnkey Operation Platform
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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
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
MARKET RESEARCH
Featured Quarterly Newsletter
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Strategy Inc - Class A Common Stock
(NQ:
MSTR
)
164.72
+7.56 (+4.81%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 5, 2026
Add to My Watchlist
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All News about Strategy Inc - Class A Common Stock
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$1000 Invested In Strategy 10 Years Ago Would Be Worth This Much Today
↗
October 15, 2025
Via
Benzinga
Bitcoin, Ethereum, Tesla On 5x Steroids: VolatilityShares Seeks SEC Approval For Its Wildest Ride Yet
↗
October 15, 2025
VolatilityShares files for 5x leveraged ETFs on Bitcoin, Ethereum, XRP, and Tesla, promising extreme gains (and extreme risk) for daring investors.
Via
Benzinga
Topics
ETFs
Regulatory Compliance
Crypto Market Reeling: Bitcoin, Ethereum, and Dogecoin Caught in Historic Liquidation Cascade
October 15, 2025
The cryptocurrency market experienced a profound and sudden downturn around October 10-11, 2025, sending shockwaves through the digital asset ecosystem. This event, now being dubbed by many as the...
Via
BreakingCrypto
Topics
ETFs
Economy
Government
Michael Saylor-Backed Strategy Resumes Bitcoin Buying Spree With $27 Million Purchase
↗
October 13, 2025
Via
Stocktwits
Breaking Down Strategy: 9 Analysts Share Their Views
↗
October 15, 2025
Via
Benzinga
Bitcoin’s New Frontier: Cloud Mining Surges Amidst US Government’s Strategic Reserve in 2025
October 15, 2025
October 15, 2025 – The cryptocurrency world is buzzing with transformative developments as Bitcoin (BTC) cloud mining platforms mature into sophisticated, AI-optimized avenues for passive income, while...
Via
BreakingCrypto
Topics
Artificial Intelligence
ETFs
Economy
Billionaires Are Buying an ETF That Could Soar 18,234% If Michael Saylor of Strategy Is Right
↗
October 15, 2025
When billionaires buy a stock or exchange-traded fund, it can be a bullish indicator.
Via
The Motley Fool
Topics
ETFs
What the Options Market Tells Us About Strategy
↗
October 14, 2025
Via
Benzinga
Strategy, MetaPlanet, BitMine Get Company: Here's Who's Building A Binance BNB Treasury
↗
October 14, 2025
Following recent moves by Strategy (NASDAQ:MSTR), MetaPlanet (OTCQX:MTPLF), and BitMine Immersion Technologies (NYSE:BMNR) to expand
Via
Benzinga
Global Markets Tremble: Tariffs, Tensions, and Tapering Fears Trigger Synchronized Sell-Off
October 14, 2025
Global financial markets have been gripped by a wave of synchronized downturns, with cryptocurrency, traditional stocks, and oil prices experiencing significant dips from late 2024 through mid-2025,...
Via
MarketMinute
Topics
ETFs
Economy
Government
BitMEX Research Uncovers Persistent Positive Bias in Crypto Funding Rates, Signaling New Era of Market Stability
October 14, 2025
October 14, 2025 – BitMEX Research has today unveiled groundbreaking insights into the structural market bias pervading cryptocurrency funding rates, particularly in perpetual swaps. The release of...
Via
BreakingCrypto
Topics
Derivatives
'Asia's MicroStrategy' Metaplanet Down 70% Since June, Company Value Falls Below $3.4B Bitcoin Reserves
↗
October 14, 2025
Metaplanet Inc. (OTCQX:MTPLF) shares fell to $3.45 on Tuesday, extending a months-long slide that has erased 70% of the company's value and pushed its market capitalization below the worth of
Via
Benzinga
2 High-Yield Options Income ETFs to Buy With $2,000 and Hold Forever
↗
October 14, 2025
Options income ETFs are an easy way to increase the income your portfolio provides, but you need to understand the risks.
Via
The Motley Fool
Topics
ETFs
Shiba Inu, Pepe Outgain Bitcoin As Memecoins Usher In Comeback Rally
↗
October 14, 2025
Memecoins were trading higher late Monday, as investors regained interest in speculative assets amid a broader crypto rally.
Via
Benzinga
Ethereum Holds Above $4,000 as Bitcoin Consolidates Post-$126K ATH: The Path Forward
October 13, 2025
October 13, 2025 – The cryptocurrency market is buzzing with renewed optimism as Ethereum (ETH) firmly holds its ground above the critical $4,000 mark, a significant psychological and technical...
Via
BreakingCrypto
Topics
ETFs
Economy
Government
TAO Synergies Secures $11 Million Investment, Igniting AI-Crypto Convergence Hopes
October 13, 2025
San Francisco, CA – October 13, 2025 – In a significant move signaling the accelerating convergence of artificial intelligence and blockchain technology, TAO Synergies Inc. (NASDAQ: TAOX) today...
Via
BreakingCrypto
Topics
Artificial Intelligence
Emissions
Fraud
BlackRock CEO Larry Fink Declares Bitcoin “Not a Bad Asset,” Signaling New Era for Institutional Adoption
October 13, 2025
In a watershed moment for the cryptocurrency world, BlackRock (NYSE: BLK) CEO Larry Fink, head of the world's largest asset manager, publicly declared Bitcoin (BTC) to be "not a bad asset" during a 60...
Via
BreakingCrypto
Topics
ETFs
Economy
Strategy, Adds 220 BTC, BitMine Buys Over 200,000 ETH Amid Crypto Liquidation Cascade
↗
October 13, 2025
Strategy (NASDAQ:MSTR) and BitMine Immersion Technologies (NASDAQ:BMNR) have expanded their crypto holdings of Bitcoin (CRYPTO: BTC
Via
Benzinga
South Korean Investors Fuel US Tech and Crypto Boom with $1.24 Billion Chuseok Influx
October 13, 2025
Seoul, South Korea – October 13, 2025 – During the recent Chuseok holiday week (October 6-8, 2025), South Korean investors demonstrated an unwavering appetite for high-growth opportunities, pouring an...
Via
MarketMinute
Topics
ETFs
Economy
Forget Saylor's MSTR — Bitfarms' AI Power Play Has Wall Street Talking $12 Next
↗
October 13, 2025
Bitfarms' $300M AI pivot and 5X rally put $12 in play as Wall Street bets on its breakout into next-gen infrastructure.
Via
Benzinga
Topics
Artificial Intelligence
Bitcoin's Shifting Sands: Premiums Spike Amidst Aggressive Accumulation Post-Flash Crash
October 13, 2025
The cryptocurrency market, as of October 13, 2025, finds itself at a pivotal juncture, marked by a fascinating contradiction: while some traditional premiums tied to Bitcoin (BTC) exposure are indeed...
Via
MarketMinute
Topics
Derivatives
ETFs
Economy
Strategy Announces ATM and BTC Activity Updates
October 13, 2025
From
Strategy Inc
Via
Business Wire
Anthony Pompliano Says Bitcoin's Made Gold A 'Disastrous Investment'—How Come GLD Keeps Making New Highs?
↗
October 13, 2025
Bitcoin (CRYPTO: BTC) is “the hurdle rate” that has made gold as measured by the SPDR Gold Trust
Via
Benzinga
How Bitcoin Could Help You Retire a Millionaire
↗
October 13, 2025
You don't need a big up-front investment to become a Bitcoin millionaire.
Via
The Motley Fool
Strategy, Coinbase, Bitmine Surge In Pre-Market Trading: What's Driving Crypto Stocks Higher?
↗
October 13, 2025
Cryptocurrency-linked equities were higher in pre-market trading on Monday, as major coins rallied sharply from the “Black Friday” crash.
Via
Benzinga
This Once-Red-Hot WallStreetBets Favorite Stock Is Cooling Fast: Momentum Score Tanks
↗
October 13, 2025
A stock that once dominated on Reddit's infamous WallStreetBets community, and introduced the world to retail-driven "meme" stocks.
Via
Benzinga
Is Dogecoin a Millionaire Maker?
↗
October 13, 2025
The canine-themed meme coin unexpectedly minted a lot of millionaires.
Via
The Motley Fool
Bitcoin’s $150,000 Dream by 2025: A Reality Check Amidst Unprecedented Volatility
October 12, 2025
October 12, 2025 – The cryptocurrency world has been abuzz for well over a year with bold predictions of Bitcoin (BTC) soaring to $150,000 by the close of 2025. This ambitious target, championed by a...
Via
BreakingCrypto
Topics
ETFs
Economy
Government
These 2 Cryptocurrency Stocks Are Riding Bitcoin's Record Highs
↗
October 12, 2025
Bitcoin may be soaring, but these crypto stocks are doing even better.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Ferrari, Dow, And Applovin Are Among Top 10 Large Cap Losers Last Week (Oct. 6-Oct. 10): Are The Others In Your Portfolio?
↗
October 12, 2025
Ten large caps led weekly declines on catalysts including arbitration risks, guidance cuts, SEC probes, downgrades, China softness, crypto slump, and a Dow plant fire.
Via
Benzinga
Topics
Regulatory Compliance
Stocks
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