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home
about us
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Firm ADV PDFs
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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
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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
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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
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Additional Information
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Event Schedule
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Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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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
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Strategy Inc - Class A Common Stock
(NQ:
MSTR
)
169.19
+7.36 (+4.55%)
Streaming Delayed Price
Updated: 1:26 PM EST, Jan 8, 2026
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All News about Strategy Inc - Class A Common Stock
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MSTR Stock Rallies After Strategy Says Bitcoin Gains Exempted From Corporate Minimum Tax
↗
October 01, 2025
Strategy informed the SEC that Treasury and the IRS will permit companies to disregard unrealized crypto gains and losses when calculating AFSI for the 15% CAMT.
Via
Stocktwits
Topics
Economy
Regulatory Compliance
Ryvyl’s Strategic Web3 Pivot Sparks Massive Stock Surge, Signals New Era for Crypto-Adjacent M&A
October 01, 2025
October 1, 2025 – In a move that sent shockwaves through the market and ignited discussions across the Web3 ecosystem, Ryvyl Inc. (NASDAQ: RVYL) announced a definitive merger agreement with...
Via
BreakingCrypto
Solana Leads Altcoin Rally as Market Confidence Soars
October 01, 2025
October 1, 2025 – The cryptocurrency market is buzzing with renewed optimism as Solana (SOL) spearheads a significant rally among major altcoins, with Cardano (ADA) and Ethereum (ETH) also posting...
Via
BreakingCrypto
Topics
ETFs
Crypto Analysts Share Their Views on the Industry’s Q4 Outlook
September 30, 2025
Via
Investor Brand Network
Crypto Analysts Share Their Views on the Industry’s Q4 Outlook
September 30, 2025
Via
CryptoCurrencyWire
U.S. Treasury Delivers Landmark Clarification: No Tax on Unrealized Crypto Gains Under CAMT, Igniting Bitcoin Optimism
October 01, 2025
Washington D.C. – October 1, 2025 – In a pivotal move set to reshape corporate digital asset strategies, the U.S. Treasury Department and the Internal Revenue Service (IRS) issued crucial interim...
Via
BreakingCrypto
Topics
ETFs
Crypto Market Surges as Government Shutdown Looms: BTC, ETH, SOL Emerge as Havens Amidst Uncertainty
October 01, 2025
October 1, 2025 – As the United States government officially entered a partial shutdown at 12:01 a.m. ET on October 1, 2025, following a congressional impasse over a funding bill, the cryptocurrency...
Via
BreakingCrypto
Topics
ETFs
Economy
Regulatory Compliance
U.S. Treasury Delivers Major Relief: Unrealized Crypto Gains Exempt from CAMT, Igniting Market Optimism
October 01, 2025
Washington D.C. – October 1, 2025 – In a landmark decision that sent ripples of optimism through the digital asset markets, the U.S. Treasury Department and the Internal Revenue Service (IRS) issued...
Via
BreakingCrypto
Topics
Bonds
ETFs
Regulatory Compliance
Crypto Navigates Storm: BTC Shows Resilience Amidst US Government Shutdown Fears and Data Delays
October 01, 2025
Washington D.C. & Global Crypto Markets – October 1, 2025 – The cryptocurrency market has found itself once again at the mercy of traditional financial and political instability, as fears surrounding a...
Via
BreakingCrypto
Topics
ETFs
Economy
Regulatory Compliance
Michael Saylor Calls Bitcoin 'Digital Energy' That Will Transform Finance
↗
October 01, 2025
Strategy (NASDAQ:MSTR) executive chairman Michael Saylor shared an ambitious vision for Bitcoin (CRYPTO: BTC) as a transformative force in finance, positioning treasury companies at the center of
Via
Benzinga
Crypto Tax Clarity Ignites Strategic Stock Gains as Market Adapts to New Regulations
October 01, 2025
Washington D.C., October 1, 2025 – The financial world is abuzz as recent tax clarifications on cryptocurrency gains begin to reshape market dynamics, providing a significant boost to certain strategic...
Via
MarketMinute
BTC, ETH, XRP Rally Fuels Gains In Strategy, Bitmine, And Crypto-Linked Stocks
↗
October 01, 2025
Via
Stocktwits
Billionaires and Harvard's Endowment Are Piling Into a BlackRock ETF That Could Climb More Than 1,000%, According to Experts
↗
October 01, 2025
This ETF offers the easiest way to invest in a high-potential asset class.
Via
The Motley Fool
Topics
ETFs
1 Volatile Stock on Our Watchlist and 2 We Ignore
October 01, 2025
A highly volatile stock can deliver big gains - or just as easily wipe out a portfolio if things go south. While some investors embrace risk, mistakes can be costly for those who aren’t prepared.
Via
StockStory
10 Information Technology Stocks Whale Activity In Today's Session
↗
September 30, 2025
Via
Benzinga
$1000 Invested In Strategy 5 Years Ago Would Be Worth This Much Today
↗
September 30, 2025
Via
Benzinga
Crypto Market Ascends: $110B Bitcoin ETF Milestone and Regulatory Clarity Propel Major Rallies
September 30, 2025
The cryptocurrency market is experiencing a significant resurgence, marked by a surge in institutional confidence and a landmark achievement in regulated investment products. While not a single 24-hour...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Derivatives
Crypto Market Braces for Shift: Cautious Optimism Amid Neutral Sentiment
September 30, 2025
The cryptocurrency market is currently navigating a pivotal phase, characterized by a prevailing neutral sentiment that is gradually giving way to cautious optimism as September 2025 draws to a close....
Via
MarketMinute
Topics
ETFs
Insiders Signal Caution: A Deep Dive into Recent US Stock Buys and Sells
September 30, 2025
In the volatile landscape of the US stock market, the actions of corporate insiders often serve as a potent barometer for future performance and underlying sentiment. As of late September 2025, a...
Via
MarketMinute
Topics
Economy
Bitcoin Pulls Back To $112K Ahead Of Potential US Government Shutdown
↗
September 30, 2025
Via
Stocktwits
MicroStrategy (MSTR): A Deep Dive into the Bitcoin Treasury Company
September 29, 2025
MicroStrategy (NASDAQ: MSTR) has carved out a unique position in the corporate world, evolving from a traditional business intelligence software provider into a company whose identity is largely...
Via
PredictStreet
Topics
Artificial Intelligence
ETFs
Economy
Why Is MicroStrategy (MSTR) Stock Rocketing Higher Today
September 29, 2025
Shares of bitcoin development company MicroStrategy (NASDAQ:MSTR) jumped 5.5% in the afternoon session after the price of Bitcoin climbed and the company announced it had purchased an additional 196...
Via
StockStory
Topics
Artificial Intelligence
BitMine Immersion Amasses Over $11 Billion in Ethereum, Signaling Unprecedented Institutional Confidence
September 29, 2025
BitMine Immersion Technologies (NASDAQ: BTMI) has sent a resounding signal to the financial world, announcing a monumental expansion of its Ethereum (ETH) treasury to an staggering 2.65 million ETH,...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
MicroStrategy Doubles Down on Bitcoin as 'Buyers in Stress' Sentiment Emerges
September 29, 2025
MicroStrategy (NASDAQ: MSTR) has once again demonstrated its unwavering commitment to Bitcoin, announcing its latest acquisition of 196 BTC for approximately $22.1 million. This strategic move,...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Coinbase (COIN) Soars Amidst Crypto Market Revival: A New Era for Digital Assets?
September 29, 2025
Shares of Coinbase (NASDAQ: COIN) experienced a significant jump of 5.9% in morning trading on September 29, 2025, buoyed by a broad and sustained rally across the cryptocurrency market. This latest...
Via
MarketMinute
Topics
Artificial Intelligence
Derivatives
ETFs
Crypto Market Braces for 'Uptober' as Bitcoin Leads Cautious Recovery
September 29, 2025
The cryptocurrency market is buzzing with a renewed sense of optimism as September 2025 draws to a close, defying historical trends of weakness to post a modest recovery. With Bitcoin (BTC) leading the...
Via
MarketMinute
Topics
ETFs
Regulatory Compliance
Crypto Market Rocked by $1.5 Billion Liquidation Wave: What Does It Mean for Investors?
September 29, 2025
The cryptocurrency market was recently gripped by a seismic event, as a massive liquidation wave wiped out an estimated $1.5 billion to $1.8 billion in value, predominantly from overleveraged long...
Via
MarketMinute
Topics
Economy
BitMine Jumps 5% As Ethereum Treasury Surges Past 2.65 Million ETH
↗
September 29, 2025
BitMine Immersion Technologies Inc.
Via
Benzinga
Robinhood Markets (HOOD) Soars to All-Time High: A Deep Dive into Its Remarkable 2025 Ascent
September 29, 2025
San Francisco, CA – September 29, 2025 – Robinhood Markets, Inc. (NASDAQ: HOOD), the popular commission-free trading platform, has achieved a monumental milestone, with its shares surging to an...
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
ETFs
Crypto Tides Turn Bullish: Bitcoin and Ether Surges Propel Market to New Heights
September 29, 2025
The cryptocurrency market is currently riding a powerful wave of bullish sentiment, with Bitcoin (BTC) and Ether (ETH) prices experiencing significant surges throughout 2025. This uplift, fueled by a...
Via
MarketMinute
Topics
Artificial Intelligence
Derivatives
ETFs
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