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Advantages of Our Bid Wanted System
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Advantages of Same Day Allocation
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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
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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
Add to My Watchlist
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All News about Strategy Inc - Class A Common Stock
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SEC Drops Lawsuit Against Crypto Firm Owned by Winklevoss Twins
January 29, 2026
Via
Investor Brand Network
Topics
Lawsuit
Regulatory Compliance
YieldMax MSTR Option Income Strategy ETF: Buy, Sell, or Hold in 2026?
↗
January 27, 2026
This ETF's yield is undeniably massive, but it comes with disadvantages even the hungriest income investors can't ignore.
Via
The Motley Fool
Topics
ETFs
IPW, BLSH, FWD Stocks Jump After Hours While MSTR, BMNR Lag With Bitcoin Below $90,000
↗
January 27, 2026
Crypto mining stocks lagged within crypto-linked equities, with MARA Holdings and Riot Platforms posting modest declines in after-hours trade.
Via
Stocktwits
Topics
ETFs
Stocks
The Six-Figure Ceiling: Why Prediction Markets Are Cooling on Bitcoin’s $100,000 Breakout
January 27, 2026
As the final week of January 2026 unfolds, the euphoric "Bitcoin $100K" mantra that dominated New Year’s headlines is meeting a harsh reality check. Just two weeks ago, Bitcoin (BTC) stood on the...
Via
PredictStreet
Topics
ETFs
Economy
World Trade
‘Not Going to Zero? Then It’s Going to $1 Million’: Anthony Pompliano Doubles Down on MSTR And Bitcoin
↗
January 25, 2026
Via
Stocktwits
MSTR Buys $2.13B Worth Of Bitcoin Amid ETF Interest
↗
January 20, 2026
Via
Stocktwits
Topics
ETFs
Bitcoin’s $100,000 Dreams Deferred: Market Reels as BTC Plummets to Three-Month Low Near $92,400
January 27, 2026
The digital asset market faced a harsh reality check this week as Bitcoin (BTC) shed months of gains, tumbling to a three-month low near $92,400. The plunge, which caught many over-leveraged traders...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Bitcoin’s Bounce Lifts Crypto Proxies — But MSTR Dips On Dilution Drag
↗
January 27, 2026
Via
Stocktwits
1 Nasdaq 100 Stock to Target This Week and 2 Facing Headwinds
January 26, 2026
The Nasdaq 100 (^NDX) is known for housing some of the most innovative and fastest-growing companies in the market. But not every stock in the index is a winner - some are struggling with slowing...
Via
StockStory
3 Things Investors Need to Know About the YieldMax MSTR Option Income Strategy ETF in 2026
↗
January 25, 2026
If you dig into the backstory, ultra-high yield YieldMax MSTR Option Income Strategy ETF probably won't be as attractive as it seems at first.
Via
The Motley Fool
Topics
ETFs
Wall Street Treasury Buyers Scoop Up $49.7B Of Bitcoin And Ethereum, New Study Finds
↗
January 24, 2026
Digital Asset Treasury Companies (DATCos) bought nearly $50 billion in crypto in 2025, controlling over 5% of BTC and ETH supply.
Via
Stocktwits
MSTR Defies Crypto-Stock Slump As Gold And Silver Hit Record Highs
↗
January 24, 2026
Strategy rose as crypto stocks slid, gold and silver hit records, liquidations jumped, yet analysts still see long-term upside for Bitcoin.
Via
Stocktwits
Unpacking Q3 Earnings: CLEAR Secure (NYSE:YOU) In The Context Of Other Data Analytics Stocks
January 22, 2026
As the Q3 earnings season wraps, let’s dig into this quarter’s best and worst performers in the data analytics industry, including CLEAR Secure (NYSE:YOU) and its peers.
Via
StockStory
How Buying Strategy (MSTR) Stock Today Could 10x Your Net Worth
↗
January 22, 2026
The world's largest Bitcoin hoarder could have a bright future.
Via
The Motley Fool
Topics
ETFs
The Bitcoin Standard: A Deep Dive into MicroStrategy’s (NASDAQ: MSTR) Transformation into a Digital Asset Titan
January 22, 2026
As of January 22, 2026, MicroStrategy Incorporated (NASDAQ: MSTR)—which recently rebranded its corporate identity to Strategy Inc.—stands as one of the most polarizing and fascinating case studies in...
Via
Finterra
Topics
Artificial Intelligence
Bonds
ETFs
3 Top Tech Stocks That Could Make You a Millionaire
↗
January 21, 2026
Nebius, Symbotic, and Strategy could generate multibagger gains.
Via
The Motley Fool
Topics
Artificial Intelligence
Crypto Stocks Take A Beating As Bitcoin Falls Under $90,000 Mark Amid Renewed Tariff Threats
↗
January 20, 2026
Via
Stocktwits
After Crashing 48% in 2025, Can Strategy Turn Things Around This Year?
↗
January 20, 2026
Strategy's stock is highly correlated to Bitcoin, although its returns are often at more extreme levels.
Via
The Motley Fool
1 Top Cryptocurrency to Buy Before It Soars 1,000%, According to Michael Saylor
↗
January 20, 2026
The Bitcoin maximalist expects the token's price to hit $1 million this year.
Via
The Motley Fool
Topics
ETFs
Economy
Regulatory Compliance
The $90,000 Fracture: Bitcoin’s Slip Triggers Widespread Equity Retraction as Crypto Correlation Hardens
January 20, 2026
The digital asset market faced a stern reality check on January 20, 2026, as Bitcoin (BTC), the world’s premier cryptocurrency, tumbled below the critical $90,000 psychological support level. This...
Via
MarketMinute
Topics
ETFs
Regulatory Compliance
World Trade
Why Bitcoin Plunged Nearly 5% This Weekend
↗
January 20, 2026
Bitcoin's weekend price plunge has some investors on the edge of their seats.
Via
The Motley Fool
Topics
Bonds
Economy
Government
Michael Saylor Teases 'Bigger Orange' — And Strategy Buys $2.1B In Bitcoin
↗
January 20, 2026
Strategy Inc. (NASDAQ:MSTR) disclosed it sold $2.1 billion worth of stock between January 12-19 and converted it straight into 22,305 Bitcoin
Via
Benzinga
Why Is MSTR Stock Falling In Pre-Market Today?
↗
January 20, 2026
Bitcoin-proxy Strategy (MSTR) slipped in premarket trade despite a Louisiana pension fund revealing a new $3.2 million stake.
Via
Stocktwits
Topics
Retirement
Billionaires Sell Amazon Stock and Buy a BlackRock ETF That Could Soar Up to 13,500%, According to Wall Street Experts
↗
January 20, 2026
Two successfull hedge fund managers sold Amazon and bought a spot Bitcoin ETF in the third quarter.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
3 Reasons to Avoid MSTR and 1 Stock to Buy Instead
January 19, 2026
Strategy has gotten torched over the last six months - since July 2025, its stock price has dropped 59.1% to $174.27 per share. This may have investors wondering how to approach the situation.
Via
StockStory
Topics
Bankruptcy
Digital Gold Touches New Heights: Bitcoin Reclaims $97,000 as Regulatory Clarity Ignites Institutional Frenzy
January 19, 2026
In a move that has sent shockwaves through the global financial landscape, Bitcoin has reclaimed the $97,000 milestone as of January 19, 2026, marking a powerful resurgence after a volatile end to the...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Bitcoin’s Relief Rally Hits $97,000 Milestone Amidst Legislative Gridlock and Macro Resilience
January 19, 2026
The digital asset market witnessed a surge of renewed optimism this past week as Bitcoin (BTC) reclaimed the $97,000 level for the first time in months, signaling a potential end to the volatile...
Via
MarketMinute
Topics
ETFs
Economy
The Saylor Playbook: A Deep Dive into MicroStrategy’s (MSTR) Dual-Engine Strategy
January 19, 2026
As of January 19, 2026, MicroStrategy (NASDAQ: MSTR) stands as perhaps the most unconventional success story in the history of capital markets. Once a respected but quiet provider of enterprise...
Via
Finterra
Topics
Artificial Intelligence
ETFs
Economy
Will Strategy Stock Keep the Losing Streak Going in 2026?
↗
January 19, 2026
The Bitcoin treasury company's stock has fallen by more than 50% over the past year.
Via
The Motley Fool
1 Top Cryptocurrency to Buy Before It Soars 55% This Year, According to Standard Chartered's Geoff Kendrick
↗
January 19, 2026
Many investors still have high hopes for cryptocurrencies this year.
Via
The Motley Fool
Topics
Economy
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