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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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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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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Bitcoin Plunges into Bear Market, Signaling Broader Risk Aversion Across Financial Landscape
November 17, 2025
November 17, 2025 – Bitcoin (BTC-USD) has officially entered a bear market in November 2025, experiencing a precipitous decline that has sent shockwaves through the cryptocurrency ecosystem and...
Via
MarketMinute
Topics
Bonds
ETFs
Economy
Crypto Accounting Comes of Age: New Standards Drive Transparency and Institutional Adoption
November 17, 2025
The once-murky waters of cryptocurrency accounting are rapidly clearing, marking a pivotal shift in how digital assets are reported and perceived by mainstream finance. The period leading up to and...
Via
BreakingCrypto
Topics
Regulatory Compliance
Strategy Scoops Up 8,000 BTC Amid Crypto Market Weakness – Its Largest Purchase Since July
↗
November 17, 2025
Executive chairman Michael Saylor had teased that the company is buying “a lot” of Bitcoin on Friday in an interview with CNBC.
Via
Stocktwits
Bitcoin Regains Ground After Hitting April Low – Ethereum Could Be Poised For ‘Supercycle’, Says Fundstrat’s Tom Lee
↗
November 17, 2025
The apex cryptocurrency declined 0.3% to $95,636.64 at the time of writing, according to CoinMarketCap data, while Ethereum fell 0.5% to $3,195.93.
Via
Stocktwits
Topics
ETFs
Economy
Peter Schiff Calls MSTR's Bitcoin-Centric Strategy A 'Fraud,' Dares Michael Saylor To Dubai Showdown
↗
November 16, 2025
His attack on Strategy, which pioneered the concept of digital asset treasuries, came after Bitcoin dropped below $94,000 on Sunday.
Via
Stocktwits
Topics
Bankruptcy
Fraud
IREN, CoreWeave, And IonQ Are Among Top 10 Large Cap Losers Last Week (Nov. 10-Nov. 14): Are the Others in Your Portfolio?
↗
November 16, 2025
Ten large-cap names including IREN, CoreWeave, IonQ, Bloom Energy, Symbotic, and other tech/crypto/energy plays sank sharply last week on weak guidance, analyst downgrades, sector-wide tech and Bitcoin...
Via
Benzinga
Jim Bianco Says Crypto On Track To Be Worst-Performing Asset Class Of 2025 If Bitcoin, Ethereum Remain In Red By End Of Year
↗
November 16, 2025
Bianco Research President Jim Bianco on Friday pointed out that crypto is on track to be the worst-performing asset class of 2025, if the top two cryptocurrencies, Bitcoin (CRYPTO:
Via
Benzinga
MarketBeat Week in Review – 11/10 - 11/14
↗
November 15, 2025
Via
MarketBeat
Metaplanet’s Bitcoin Blitz: Japan’s MicroStrategy Accelerates Adoption, Reshaping Corporate Treasury
November 14, 2025
As of November 14, 2025, Metaplanet (TYO: 3913) has cemented its position as a global leader in corporate Bitcoin adoption, earning the moniker "Japan's MicroStrategy." The Tokyo-listed company...
Via
BreakingCrypto
Topics
ETFs
Economy
Bullish Bets on Crypto: Expert Forecasts for Market Rebound Amidst “Extreme Fear”
November 14, 2025
November 14, 2025 – The cryptocurrency market finds itself at a critical juncture, gripped by a pervasive "extreme fear" sentiment, yet simultaneously buoyed by steadfast bullish predictions from...
Via
BreakingCrypto
Topics
Artificial Intelligence
ETFs
Economy
Bitcoin Tumbles Below $100,000, Signaling Broader Market Jitters
November 14, 2025
In a dramatic turn of events, Bitcoin (BTC-USD) has plunged below the critical $100,000 mark, reaching its lowest level in six months and sending ripples of concern across the global financial markets....
Via
MarketMinute
Topics
Derivatives
ETFs
Economy
Hyperscale Data CEO Doubles Down On Bitcoin In Candid Letter
↗
November 14, 2025
Hyperscale Data, Inc. (AMEX: GPUS) chairman outlines Bitcoin-centered strategy and strong financial position, expects profitability by 2026.
Via
Benzinga
"We're Always Buying Bitcoin" — Michael Saylor Says MSTR Is Safe Even If BTC Crashed 80%
↗
November 14, 2025
Michael Saylor reignited market attention Friday after posting "We are buying" on X and reaffirming that Strategy Inc.
Via
Benzinga
Bitcoin Plunges to 6-Month Low Below $96,000 Amid Fading Rate Cut Hopes
November 14, 2025
November 14, 2025 – Bitcoin, the world's leading cryptocurrency, experienced a dramatic nosedive today, falling below the critical $96,000 mark to hit a six-month low of $95,885.33. This precipitous...
Via
BreakingCrypto
Topics
Artificial Intelligence
ETFs
Economy
Divergent Fortunes: Tronix Rises Amidst Bitcoin and Sui Declines in a Mixed Crypto Market
November 14, 2025
November 14, 2025 – The cryptocurrency market is currently navigating a period of pronounced divergence, with Tronix (TRX) exhibiting remarkable resilience and even bullish momentum, while established...
Via
BreakingCrypto
Topics
Artificial Intelligence
ETFs
Economy
American Bitcoin (NASDAQ: ABTC) Stock Slides Despite Double Revenue: A Deep Dive into Market Sentiment and Crypto Mining’s Volatile Landscape
November 14, 2025
New York, NY – November 14, 2025 – American Bitcoin Corp. (NASDAQ: ABTC), the Bitcoin accumulation and mining platform co-founded by Eric Trump and Donald Trump Jr., delivered a robust third-quarter...
Via
BreakingCrypto
Topics
Artificial Intelligence
ETFs
Economy
Michael Saylor: Bitcoin to Eclipse Gold by 2035, But Market Reacts with Caution
November 14, 2025
Michael Saylor, the outspoken Executive Chairman of MicroStrategy (NASDAQ: MSTR), reignited the long-standing debate between Bitcoin (BTC) and gold in mid-November 2025, boldly predicting that the...
Via
BreakingCrypto
Topics
Artificial Intelligence
ETFs
Economy
Bitcoin Dips To $95,000 – Michael Saylor Reportedly Says MSTR Is ‘Buying A Lot’
↗
November 14, 2025
Strategy Executive Chairman Michael Saylor told CNBC that the company is “accelerating” its purchases and will be reporting new Bitcoin accumulation on Monday.
Via
Stocktwits
MSTR Stock On Track To Hit Year-Low After Strategy Moves More Than 47,000 BTC – But Saylor Says ‘HODL’
↗
November 14, 2025
Arkham Intelligence reported a dip in holdings to 437,431 BTC from more than 484,000 in the last 24 hours.
Via
Stocktwits
Topics
Derivatives
Global Markets Reel as Bitcoin Plummets Below $100,000 Amidst Broad Risk-Off Wave
November 14, 2025
The global financial landscape is currently grappling with a significant downturn, characterized by a pervasive "risk-off" sentiment that has sent ripples across various asset classes. In a stark...
Via
MarketMinute
Topics
Derivatives
ETFs
Economy
American Bitcoin Q3 Earnings Preview: What You Should Know About Eric Trump's Venture And Its Market Momentum
↗
November 14, 2025
American Bitcoin Corp. (NASDAQ: ABTC) is set to report its third-quarter financials before the market opens on Friday. Here's what to know.
Via
Benzinga
Topics
Government
Bitcoin Dips Below $97,000 Amid Concerns Over Fed Rate Cut — Spot BTC ETFs Record $870M In Outflows
↗
November 14, 2025
Via
Stocktwits
Topics
ETFs
Economy
Applied Materials, Nu Holdings, Strategy, Virgin Galactic And Tesla: Why These 5 Stocks Are On Investors' Radars Today
↗
November 13, 2025
The stock market experienced a significant downturn today, with tech stocks leading the decline.
Via
Benzinga
Strategy Stock Slides As Bitcoin Decline Weighs On Crypto-Linked Stocks
↗
November 13, 2025
Strategy Inc (NASDAQ:MSTR) shares are trading lower Thursday in tandem with a drop in Bitcoin
Via
Benzinga
Luxembourg Minister's Bitcoin Prediction Just Came True: "As Michael Saylor Says,..."
↗
November 13, 2025
Bitcoin (CRYPTO: BTC) gained a powerful boost in Europe as Luxembourg's finance minister openly backed the asset for long-term sovereign allocation, while the Czech Na
Via
Benzinga
PubMatic and Strategy Shares Are Falling, What You Need To Know
November 13, 2025
A number of stocks fell in the afternoon session after investor caution spread amid concerns that the rally in artificial intelligence stocks might have created a bubble.
Via
StockStory
Topics
Artificial Intelligence
Economy
Wall Street Falls On US Government Reopening Day, Bitcoin Slides To $100,000: What's Moving Markets Thursday?
↗
November 13, 2025
Risk sentiment deteriorated sharply on Thursday despite federal agencies reopening after the longest government shutdown in U.S. history, as investors aggressively repriced Fed rate-cut expectations...
Via
Benzinga
Topics
Economy
10 Information Technology Stocks With Whale Alerts In Today's Session
↗
November 13, 2025
Via
Benzinga
Navigating the Next Frontier: A Comprehensive Outlook on Bitcoin, Ethereum, and Altcoins in 2025 and Beyond
November 13, 2025
November 13, 2025 – As the cryptocurrency market closes out 2025, it finds itself at a pivotal juncture, characterized by a complex interplay of cautious optimism, groundbreaking technological...
Via
BreakingCrypto
Topics
Artificial Intelligence
ETFs
Economy
Michael Saylor’s Unwavering Bitcoin Conviction Amidst October-November 2025 Price Pullback
November 13, 2025
November 13, 2025 – The cryptocurrency market witnessed a significant test of its resilience between early October and early November 2025, as Bitcoin (BTC) experienced a notable price pullback from...
Via
BreakingCrypto
Topics
ETFs
Economy
Government
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