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TSL's Turnkey Operation Platform
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Event Schedule
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Read FULL Seminar Here
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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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IREN Limited - Ordinary Shares
(NQ:
IREN
)
42.84
+0.84 (+2.00%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Aug 19, 2026
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All News about IREN Limited - Ordinary Shares
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Bitcoin Miner IREN Stock Rips 20% Following Q4 Earnings, Analysts Bump Price Targets
↗
August 29, 2025
Via
Stocktwits
10 Information Technology Stocks Moving In Friday's Pre-Market Session
↗
August 29, 2025
Via
Benzinga
12 Information Technology Stocks Moving In Thursday's After-Market Session
↗
August 28, 2025
Via
Benzinga
IREN Stock Rallies After Strong Q4 Earnings Beat, NVIDIA Preferred Partner Status
↗
August 28, 2025
Here's a look at the Q4 earnings report from IREN.
Via
Benzinga
Topics
Earnings
What's Going On With Iris Shares Today?
↗
August 28, 2025
Iris Energy shares are trading higher Thursday ahead of the company's upcoming earnings report, scheduled for release this afternoon.
Via
Benzinga
Examining the Future: Iris Energy's Earnings Outlook
↗
August 27, 2025
Via
Benzinga
IREN Reports Full Year FY25 Results
August 28, 2025
From
IREN
Via
GlobeNewswire
IREN Expands AI Cloud to 10.9k GPUs, with NVIDIA Preferred Partner Status and Additional Financing Secured
August 28, 2025
From
IREN
Via
GlobeNewswire
Digital Shovel Announces Partnership with IREN, Culminating in Completion of Infrastructure Support to 26 Sites
August 28, 2025
From
Digital Shovel
Via
ACN Newswire
This Small Artificial Intelligence (AI) Company Just Doubled Its Nvidia GPUs With 1 Massive Order
↗
August 28, 2025
IREN purchases 4,200 Nvidia Blackwell GPUs, expanding its AI infrastructure.
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings Scheduled For August 28, 2025
↗
August 28, 2025
Via
Benzinga
10 Information Technology Stocks Whale Activity In Today's Session
↗
August 26, 2025
Via
Benzinga
IREN Stock Is Moving Higher Monday: What's Going On?
↗
August 25, 2025
IREN Limited (NASDAQ:IREN) shares are trading higher.
Via
Benzinga
Retail Investors' Top Stocks With Q2 Earnings This Week: NVIDIA, Webull, IREN And More
↗
August 25, 2025
NVIDIA, Affirm, IREN, Webull and more retail favorites are set to report Q2 results this week.
Via
Benzinga
IREN Purchases 4.2k NVIDIA Blackwell GPUs & Secures Financing - AI Cloud Expanded to 8.5k GPUs
August 25, 2025
From
IREN
Via
GlobeNewswire
10 Information Technology Stocks Whale Activity In Today's Session
↗
August 19, 2025
Via
Benzinga
3 Stocks to Buy That Could Explode Soon
↗
August 19, 2025
Here are three stocks to buy now that could offer investors upside in the long term.
Via
The Motley Fool
10 Information Technology Stocks Whale Activity In Today's Session
↗
August 18, 2025
Via
Benzinga
10 Information Technology Stocks Whale Activity In Today's Session
↗
August 15, 2025
Via
Benzinga
Kimball Electronics Posts Better-Than-Expected Earnings, Joins Terawulf, Dlocal, Equinox Gold And Other Big Stocks Moving Higher On Thursday
↗
August 14, 2025
Via
Benzinga
IREN to Release FY25 Results on August 28, 2025
August 14, 2025
From
IREN
Via
GlobeNewswire
10 Information Technology Stocks With Whale Alerts In Today's Session
↗
August 13, 2025
Via
Benzinga
Congressman Invests $6.4 Million In Magnificent 7 Stocks—Top Pick Inside
↗
August 12, 2025
A member of Congress bought over $2.5 million in shares of the Magnificent Seven stocks. Here's a look at the purchases, including the favorite stock.
Via
Benzinga
10 Information Technology Stocks With Whale Alerts In Today's Session
↗
August 12, 2025
Via
Benzinga
3 AI Infrastructure Stocks Powering the Next Tech Revolution
↗
August 08, 2025
AI infrastructure is emerging as a critical theme, with companies like CRWV, IREN, and NBIS providing the compute power and energy efficiency for scaling GenAI.
Via
MarketBeat
Topics
Artificial Intelligence
Initial Public Offering
IREN Stock Is Surging Wednesday: Here's Why
↗
August 06, 2025
IREN Ltd (NASDAQ:IREN) shares are moving higher during regular trading hours on Wednesday following the release of the company’s July 2025 monthly update.
Via
Benzinga
IREN July 2025 Monthly Update
August 06, 2025
From
IREN
Via
GlobeNewswire
Bitcoin To Hit $150K By Year End, Says TeraHash: MSTR, MARA, RIOT, COIN And Other BTC-Linked Stocks Are Poised To Soar
↗
July 30, 2025
Bitcoin (CRYPTO: BTC) is projected to reach an impressive $130,000-$150,000 by the close of 2025, according to a new analytical overview from TeraHash, signaling a potential surge for BTC-linked...
Via
Benzinga
IREN Shares Drop After JPMorgan Downgrade On Valuation Concerns
↗
July 28, 2025
Shares of IREN Limited (NASDAQ: IREN) are trading lower Monday following a downgrade from JPMorgan, which lowered its rating on the stock from Overweight to Neutral.
Via
Benzinga
Forecasting The Future: 6 Analyst Projections For IREN
↗
July 28, 2025
Via
Benzinga
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