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home
about us
Investment Approach
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
)
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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Federal Reserve's Tightrope Walk: Navigating Crypto's Volatile Dance with Monetary Policy
November 20, 2025
The cryptocurrency market, once heralded as a decentralized haven immune to traditional financial forces, now finds itself inextricably linked to the decisions emanating from the Federal Reserve. As of...
Via
MarketMinute
Topics
ETFs
Economy
World Trade
Tech Stocks Fall Despite Nvidia's Beat, Walmart Jumps 6%: What's Moving Markets Thursday?
↗
November 20, 2025
Nvidia Corp. (NASDAQ:NVDA) delivered another blockbuster quarter and raised its outlook, but even that wasn't enough to lift Wall Street on Thursday.
Via
Benzinga
Crypto Market Holds Steady as Traders Digest Stale US Jobs Report, Signaling Evolving Macro Sentiment
November 20, 2025
The cryptocurrency market, particularly Bitcoin, demonstrated a notable degree of stability on November 20, 2025, even as traders processed a significantly delayed U.S. jobs report. This muted reaction...
Via
MarketMinute
Topics
ETFs
Economy
Economic Headwinds Intensify Crypto Volatility: A Deep Dive into Amplified Risks
November 20, 2025
November 20, 2025 – The cryptocurrency market is currently navigating a treacherous landscape, with global economic instability acting as a powerful amplifier of its inherent risks. Persistent...
Via
BreakingCrypto
Topics
Artificial Intelligence
Bonds
ETFs
Economic Headwinds Amplify Cryptocurrency Volatility: A Deep Dive into Market Risks
November 20, 2025
The cryptocurrency market, long lauded for its potential to disrupt traditional finance and offer a hedge against inflation, is currently navigating a treacherous landscape of global economic...
Via
MarketMinute
Topics
Bonds
Economy
Regulatory Compliance
MSTR, BMNR Investors May Face A ‘Hotel California’ Trap Amid Billions In Unrealized Losses, Analyst Warns
↗
November 20, 2025
10x Research noted that Strategy investors have absorbed roughly $20 billion in NAV losses since late 2024, and BitMine ETH holdings are down $3.7 billion.
Via
Stocktwits
Topics
ETFs
Bitcoin Holds Above $92K As Markets Brace For Jobs Data; Bitwise Confirms XRP ETF Debut
↗
November 20, 2025
Via
Stocktwits
Topics
ETFs
Michael Saylor Says Strategy Will Continue To Create Shareholder Value As Long As Bitcoin Grows By This Much Annually
↗
November 20, 2025
Michael Saylor, Executive Chairman of Strategy Inc. (NASDAQ:MSTR), defended his company’s business model on Wednesday, asserting that it ca
Via
Benzinga
Peter Schiff Predicts 2026 Will Be 'Far Worse' For Bitcoin, Cameron Winklevoss Says 'Last' Chance To Buy Below $90,000
↗
November 19, 2025
Economist Peter Schiff predicted on Wednesday that things would get “far worse” for Bitcoin (CRYPTO: BTC) once it fell below $88
Via
Benzinga
Bitcoin, Ethereum, XRP, Dogecoin Fall Even As Stocks Spike After Q3 Nvidia Earnings: Analyst Suggests BTC Whales Are Pivoting From Dumping To Buying
↗
November 19, 2025
Leading cryptocurrencies failed to capitalize on the recent spike, even as stock futures lifted after Nvidia Corp. (NASDAQ:NVDA) reported stronger-than-expected third-quart
Via
Benzinga
Why Strategy (MSTR) Shares Are Sliding Today
November 19, 2025
Shares of bitcoin development company Strategy (NASDAQ:MSTR) fell 11.3% in the afternoon session after the price of Bitcoin fell below $90,000 amid a broader tech-sector downturn. The drop in the...
Via
StockStory
Topics
Artificial Intelligence
Economy
Peter Schiff Warns 'The Race To Get Out Of Bitcoin Is On' As BTC Drops 4%
↗
November 19, 2025
Bitcoin (CRYPTO: BTC) has slipped below the $89,000 mark, fueling widespread concern and raising the question: has the bull run ended, or is the market simply transiti
Via
Benzinga
Bitcoin's Steep Sell-Off: A Red Flag for the Broader Stock Market?
November 19, 2025
The cryptocurrency market has been gripped by a significant downturn, with Bitcoin (BTC-USD) experiencing a dramatic sell-off leading up to mid-November 2025. This sharp correction, which saw the...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
ETFs
Tech Edges Up Ahead Of Nvidia's Earnings, Bitcoin Sinks Below $90,000: What's Moving Markets Wednesday?
↗
November 19, 2025
All eyes are on Nvidia Corp. (NASDAQ:NVDA) as the world's most valuable company prepares to report third-quarter earnings after the close, a pivotal moment that could steer
Via
Benzinga
10 Information Technology Stocks With Whale Alerts In Today's Session
↗
November 19, 2025
Via
Benzinga
Can Bitcoin Crash To $10,000? Yes, If It Follows This 2018 Pattern, Expert Says
↗
November 19, 2025
Bitcoin (CRYPTO: BTC) is back under pressure as Bloomberg's Mike McGlone warns the market could unwind all the way to $10,000.
Via
Benzinga
Nvidia's Q3 Countdown: Crypto Punters Anticipate AI Darling to Surpass Earnings Forecast, Bet These Will Be Key Themes During The Call
↗
November 18, 2025
Nvidia Corp. is set to release its third-quarter financials on Wednesday, November 19, and cryptocurrency bettors are increasingly confident that the artificial intelligence giant will surpass earnings...
Via
Benzinga
Topics
Artificial Intelligence
Bitcoin, Ethereum, XRP, Dogecoin Rebound After Crypto Wipout Erases 2025 BTC Gains: Analyst Says Bears In 'Full Control'
↗
November 18, 2025
Leading cryptocurrencies recouped some losses on Tuesday, following steep declines the previous day.
Via
Benzinga
Bitcoin's Wild Ride: Dips Below $90,000 and Rebounds Amidst Market Uncertainty
November 18, 2025
Bitcoin (BTC) has recently experienced a tumultuous period of price volatility, marked by significant dips below the $90,000 mark and subsequent attempts at recovery around November 18, 2025. This...
Via
MarketMinute
Topics
Artificial Intelligence
Derivatives
ETFs
Why Strategy (MSTR) Stock Is Up Today
November 18, 2025
Shares of bitcoin development company Strategy (NASDAQ:MSTR) jumped 9.1% in the afternoon session after the price of Bitcoin rebounded from recent lows, as the company disclosed another significant...
Via
StockStory
Topics
Artificial Intelligence
Economy
Schiff Warns Of MicroStrategy's 'Death Spiral': Says Dividends Can Just Disappear
↗
November 18, 2025
Peter Schiff has reignited his feud with the Bitcoin (CRYPTO: BTC) world — this time taking
Via
Benzinga
Market Tremors: S&P 500 Faces Longest Losing Streak in Months as AI Doubts and Fed Hawks Reign
November 18, 2025
The U.S. stock market is currently navigating a turbulent period, marked by significant declines across all major indices and a notable four-day losing streak for the S&P 500, its longest such run...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
10 Information Technology Stocks Whale Activity In Today's Session
↗
November 18, 2025
Via
Benzinga
Bitcoin Plunges To 6-Month Low: Why Strategy (MSTR) Investors Are Feeling the Pain
↗
November 18, 2025
Strategy Inc (NASDAQ:MSTR) shares are trading higher Tuesday morning, recovering following Monday’s crypto selloff and the worst weekly tech slump since April.
Via
Benzinga
Here's How Much You Would Have Made Owning Strategy Stock In The Last 10 Years
↗
November 18, 2025
Via
Benzinga
Why Is Bitcoin struggling At $90K? Follow The $42B In Corporate Debt
↗
November 18, 2025
Bitcoin (CRYPTO: BTC) fell to $90,500 on Tuesday, erasing most of its 2025 gains and briefly pushing the Crypto Fear & Greed Index down to 10, its lowest level since February.
Via
Benzinga
SanDisk's Meteoric Rally Could Knock Michael Saylor's Strategy Out Of S&P 500 Race, Says Analyst
↗
November 18, 2025
SanDisk Corp could knock Michael Saylor's Strategy Inc out of the S&P 500 inclusion race, as its stock rallies. Read more to find out how.
Via
Benzinga
Topics
Stocks
Bitcoin Tumbles Below $90K To 7-Month Low Amid Rate Worries — Bulls Scream Buy While Retail Hits Panic Button
↗
November 18, 2025
The apex cryptocurrency declined 5.3% to $89,976.61 at the time of writing, according to CoinMarketCap data, while Ethereum fell 5.4% to $3,006.10 and XRP was down 4% to $2.16.
Via
Stocktwits
Topics
Economy
Dow Plunges Amid Economic Fears: A Closer Look at the Market's Tumultuous Week
November 17, 2025
The Dow Jones Industrial Average experienced a significant setback today, November 17, 2025, plummeting by approximately 800 points as mounting concerns over the health of the U.S. economy gripped...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Tom Lee Says MSTR Could Become 'One Of The Largest Companies' As Strategy Adds $800M In Bitcoin
↗
November 17, 2025
Strategy Inc.
Via
Benzinga
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