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Advantages of Our Bid Wanted System
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Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
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
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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
MARKET RESEARCH
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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
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All News about Strategy Inc - Class A Common Stock
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Q3 Earnings Highs And Lows: Health Catalyst (NASDAQ:HCAT) Vs The Rest Of The Data Analytics Stocks
January 18, 2026
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Health Catalyst (NASDAQ:HCAT) and the best...
Via
StockStory
This Fintech Stock Could Turn $1,000 Into $20,000
↗
January 18, 2026
By focusing more on projects related to a top cryptocurrency, this innovative company could see its shares rise.
Via
The Motley Fool
Strategy’s STRC Hits Record Volume As Demand for Other Preferreds Jumps 50%
↗
January 18, 2026
Via
Stocktwits
Is Bitcoin a Millionaire Maker?
↗
January 17, 2026
The world's leading cryptocurrency has made early adopters incredibly wealthy.
Via
The Motley Fool
Arthur Hayes Goes Long On Strategy, Metaplanet Betting On Bitcoin Rebound – Continues To Add To Zcash Stack
↗
January 15, 2026
Via
Stocktwits
MSTR vs. MARA: Strategy’s Bitcoin Accumulation Is 11 Times MARA’s Stack
↗
January 14, 2026
Via
Stocktwits
MSTR, BMNR Stocks Lag Crypto Equities While M&A News Takes Centre-Stage
↗
January 13, 2026
Via
Stocktwits
VanEck’s Mathew Sigel Confirms It Is Not Bearish On MSTR
↗
January 17, 2026
VanEck's Matthew Sigel said that the New York Times misread the CEO's comments and has added exposure.
Via
Stocktwits
The $52K Floor: Why Prediction Markets are Hedging Against a Bitcoin ‘Black Swan’ in Early 2026
January 16, 2026
As Bitcoin (BTC) hovers near the $95,600 mark this January 16, 2026, a curious divergence is emerging between the exuberant headlines of traditional finance and the cold, calculated skepticism of...
Via
PredictStreet
Topics
ETFs
Economy
Government
Senate Gridlock Rattles Crypto Markets: Coinbase and MicroStrategy Shares Tumble as "CLARITY Act" Hits Legislative Wall
January 16, 2026
Shares of digital asset heavyweights MicroStrategy (NASDAQ: MSTR) and Coinbase Global, Inc. (NASDAQ: COIN) faced a sharp sell-off during mid-January trading as hopes for comprehensive U.S. crypto...
Via
MarketMinute
Topics
Credit Cards
ETFs
Regulatory Compliance
Michael Saylor’s Strategy Buys Bitcoin Worth About $1.25B – Shares Rally
↗
January 12, 2026
Via
Stocktwits
Crypto Market Structure Bill Could Be Back In Play – Washington Is Reportedly Looking To Resume Talks On Friday
↗
January 16, 2026
According to a CoinDesk report, Senate committees are planning to get back to the discussion table with crypto industry leaders on Friday, following the bill’s delay earlier this week.
Via
Stocktwits
Topics
Economy
Bitcoin Rockets Past $96,000 as Institutional Titans Drive Charge Toward the $100,000 Milestone
January 15, 2026
In a dramatic resurgence that has revitalized the digital asset market, Bitcoin surged past the $96,000 threshold on January 15, 2026, touching intraday highs of $97,500. This rally marks a decisive...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Regulatory Compliance
Strategy Announces Earnings Release Date and Live Video Webinar for Fourth Quarter 2025 Financial Results
January 15, 2026
From
Strategy Inc
Via
Business Wire
Shiba Inu vs. Bitcoin: Which Is More Likely to Be a Millionaire-Maker?
↗
January 14, 2026
Does the meme coin or the "blue chip" coin have a brighter future?
Via
The Motley Fool
Why Strategy (MSTR) Stock Is Trading Up Today
January 14, 2026
Shares of bitcoin development company Strategy (NASDAQ:MSTR) jumped 3% in the afternoon session after the company announced it had purchased an additional 13,627 bitcoins for approximately $1.25...
Via
StockStory
Topics
Artificial Intelligence
Why Is Strategy Stock Surging While The Broader Market Slips?
↗
January 14, 2026
Strategy Inc Common Stock Class A (NASDAQ:MSTR) shares are surging on Wednesday, gaining momentum in early trading.
Via
Benzinga
The Bitcoin Treasury King: A Deep-Dive Research Report on MicroStrategy (MSTR)
January 14, 2026
Today’s Date: January 14, 2026 Introduction MicroStrategy Incorporated (Nasdaq: MSTR) has evolved from a conventional enterprise software vendor into a unique financial phenomenon: the world’s first...
Via
Finterra
Topics
Artificial Intelligence
ETFs
Economy
Strategy Director Buys MSTR For First Time In 3.5 Years—Here's Why That Matters
↗
January 14, 2026
Strategy Inc. (NASDAQ:MSTR) director Carl Rickertsen recently broke a 3.5-year pattern of only selling stock, buying 5,000 shares for $779,395 on Monday af
Via
Benzinga
MicroStrategy Trades Like A Bitcoin Fund — And January 15 Could Bring A Market Jolt
↗
January 14, 2026
MicroStrategy Inc's (NASDAQ:MSTR) stock doesn't trade like a software company anymore — and Jan.
Via
Benzinga
GPUS, SBET Lead Crypto Stocks Rally Following Bitcoin’s Surge To $96,000
↗
January 14, 2026
Hypescale Data’s stock rose nearly 5%, while shares of Sharplink Gaming rose 4% in overnight trade.
Via
Stocktwits
The $100,000 Wall: Why Bitcoin Prediction Markets are Cooling in January 2026
January 13, 2026
As of mid-January 2026, the psychological and technical barrier of $100,000 remains the most contested territory in the digital asset space. While Bitcoin (BTC) entered the new year with a wave of...
Via
PredictStreet
Topics
ETFs
Economy
Prague’s Digital Pivot: Speculation Mounts Over Czech National Bank’s Potential Bitcoin Reserve
January 12, 2026
PRAGUE — As the global race for sovereign digital asset dominance accelerates in early 2026, all eyes have turned to the Czech Republic. Speculation is reaching a fever pitch that the Czech National...
Via
BreakingCrypto
Topics
Economy
Texas Legislation 2.0: Lone Star State Refiles Reserve Bill to Onboard Ethereum and Solana
January 12, 2026
AUSTIN, TEXAS — On January 12, 2026, Texas State Representative Giovanni Capriglione (R-Southlake) officially refiled a landmark piece of legislation aimed at drastically expanding the state's digital...
Via
BreakingCrypto
Topics
ETFs
Trump’s Tariff Shockwaves: Bitcoin Slumps to $89,060 as $516M Flees Spot ETFs
January 12, 2026
The "Trump Trade" that propelled the cryptocurrency market to historic heights throughout 2025 has met its most formidable adversary: the reality of a global trade war. Following the administration's...
Via
BreakingCrypto
Topics
Bonds
ETFs
Economy
The Digital Fort Knox: How the Trump Administration’s National Crypto Reserve is Redefining Global Finance
January 12, 2026
WASHINGTON, D.C. — As of January 12, 2026, the global financial landscape has been irrevocably altered by a series of tectonic shifts in U.S. policy. One year into the second Trump administration, the...
Via
BreakingCrypto
Topics
Artificial Intelligence
Economy
Government
Michael Saylor Hints At ‘Big Orange’ Bitcoin Buy As MSTR’s ‘Ironic’ $250 Million Bet Swells To $60 Billion
↗
January 12, 2026
Via
Stocktwits
Crypto Billionaire Michael Saylor Names Nvidia, Bitcoin Among 'Best Performing Assets' Of The Decade: Here's How They've Performed
↗
January 12, 2026
Strategy Inc. (NASDAQ:MSTR) Executive Chair Michael Saylor highlighted on Sunday that the company has surpassed Wall Street giants since adopting the
Via
Benzinga
Prediction: 2026 Will Be Known as the "Year of the Bubble" on Wall Street
↗
January 11, 2026
Up to four potential bubbles are threatening to burst in the new year.
Via
The Motley Fool
Topics
Artificial Intelligence
Stocks
Should You Forget Bitcoin and Buy Dogecoin Instead?
↗
January 11, 2026
The dog token's much bigger trailing-10-year return can draw interest from some market participants.
Via
The Motley Fool
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