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home
about us
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Team Biographies
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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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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
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
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Client Contact with Portfolio Manager(s)
Additional Information
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Event Schedule
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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
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Usdata Corp
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Updated: 10:59 AM EST, Dec 22, 2025
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JPMorgan, Bank of America, Citigroup, Wells Fargo Reportedly Explore Joint Stablecoin
↗
May 23, 2025
Banks are reportedly hedging against the possibility that stablecoins could become widely adopted under President Trump, who dubbed himself the ‘Crypto President’.
Via
Stocktwits
Topics
Economy
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Enjin Gains USDT & USDC Via Hyperbridge
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May 23, 2025
Enjin Blockchain is integrating stablecoins via Hyperbridge’s trustless bridging, minting USDC/USDT as MultiTokens on Enjin.
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Stocktwits
Algorand Goes Mainstream Through Mastercard
↗
May 20, 2025
Pera Wallet introduces a Mastercard-linked debit card on Algorand, allowing on-chain USDC usage worldwide.
Via
Stocktwits
Trump And Biden, Get Ready: 2024 Election Betting Odds Point To Major Showdown
↗
April 24, 2024
Betting odds are heating up for the 2024 presidential election, with Donald Trump and Joe Biden emerging as frontrunners in a likely rematch of their 2020 contest.
Via
Benzinga
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BlackRock's Tokenized Fund Gets USDC Cash-Out Option Via Circle Integration
↗
April 11, 2024
Investors in BlackRock’s history-making tokenized fund, the BlackRock USD Institutional Digital Liquidity Fund (BUIDL), now have a way to quickly and easily convert their holdings into (CRYPTO: USDC)...
Via
Benzinga
Solana Challenges Ethereum's Lead In Blockchain Payments Race, Report Finds
↗
April 09, 2024
A research report found that Solana (CRYPTO: SOL) has emerged as the new leader in the realm of blockchain payments.
Via
Benzinga
Ripple Announces Stablecoin On XRP Ledger And Ethereum
↗
April 04, 2024
Payment protocol Ripple (CRYPTO: XRP) on Thursday announced its entry into the stablecoin market with a U.S. dollar-pegged token.
Via
Benzinga
Dogecoin Soars 40% On The Week, Takes 8th Place Among Large-Cap Cryptos: Meme Coin Eyes 7th Place, USDC Next
↗
March 29, 2024
Meme coin Dogecoin (CRYPTO: DOGE) had an eventful week with a 40.1% gain, outpacing the gains of the largest cryptocurrencies. Here's a look at what happened and what's next.
Via
Benzinga
Jerome Powell Says Fed Doesn't 'Need To Be In A Hurry To Cut' Interest Rates: Odds Of June Reduction Jump In Prediction Market
↗
March 29, 2024
The monthly personal consumption expenditures (PCE) report Friday showed inflation rising in the month of February, which could impact the timing of future interest rate cuts by the Federal Reserve.
Via
Benzinga
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When Will Federal Reserve Cut Rates? Crypto Bettors See 52% Chance By This Date
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March 19, 2024
Investors and analysts are closely watching the Federal Open Market Committee (FOMC) meeting on Tuesday and Wednesday with the potential for the first of several rate cuts that were said to be coming...
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How Biden's State Of The Union Affects 2024 White House Odds
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March 08, 2024
President Joe Biden‘s State of the Union speech Thursday night covered a variety of topics like healthcare, immigration, and the economy.
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Trump To Dominate Super Tuesday Over Haley? Crypto Bettors Picking States He'll Do The Best, Worst
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March 01, 2024
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Will Donald Trump Win Every State In GOP Primaries? Here's What Crypto Bettors Predict In Race Against Nikki Haley
↗
February 23, 2024
With the 2024 presidential election less than nine months away, crypto bettors are piling into prediction outcome markets about the election. Several key states are up for grabs in the Republican...
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Benzinga
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EXCLUSIVE: Voters Want A Biden-Haley Ticket Vs. Biden-Harris: 1 Presidential Pair Is Likely To Win 2024 Election
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February 06, 2024
President Joe Biden and Donald Trump remain the frontrunners in the 2024 presidential election.
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When Will Nikki Haley Drop Out Of 2024 Election? Crypto Bettors Debating Before Or After South Carolina Primary
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January 25, 2024
The race for the GOP nomination is down to Donald Trump and Nikki Haley for the 2024 presidential election. Trump has won the first two states and is showing no signs of slowing down, but Haley remains...
Via
Benzinga
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Trump Vice President Pick: Crypto Bettors Backing Haley, Ramaswamy, DeSantis — And This Potential Frontrunner
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January 23, 2024
With a convincing win in the Iowa caucus and potential wins in early deciding states, former President Donald Trump is getting closer to securing the GOP nomination in the 2024 presidential election.
Via
Benzinga
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Trump To Win New Hampshire GOP Primary In Landslide? What Crypto Bettors Are Predicting
↗
January 22, 2024
For many months, former President Donald Trump has been the frontrunner to secure the nomination for the Republican party in the 2024 presidential election.
Via
Benzinga
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Can't Bet On Trump Or Biden To Win 2024 Election In US? This Crypto Market Could Have You Covered
↗
January 10, 2024
In November, voters in the U.S. could be tasked with voting in a rematch of the 2020 election with Donald Trump and Joe Biden the expected candidates to win their party's nomination for the 2024...
Via
Benzinga
Topics
Government
Circle Faces Fresh Accusations By CFA, CCTP Used For Illicit Finance Through Tron
↗
December 16, 2023
USDC (CRYPTO: USDC) issuer Circle is under CFA’s scanner again after the latter reaffirmed accusations of illicit financing and raised questions on its linking to Justin Sun.
Via
Benzinga
Circle Announces Upgrade For USDC, EURC Stablecoins: Here Are The Changes In Store
↗
November 09, 2023
Circle confirmed that a new v2.2 upgrade to USDC and EURC will add new features and sharpen the existing ones.
Via
Benzinga
Circle Stablecoin Success: Could It Be Paving The Way For A Publicly Traded Empire?
↗
November 08, 2023
Circle Internet Financial, the firm behind the widely used USD Coin (CRYPTO: USDC) stablecoin, is reportedly exploring a transition into a publicly traded company as early as 2024.
Via
Benzinga
Crypto Whale Loses $49K In 10 Minutes After Bitcoin ETF Rumor Pumps Price To $30K
↗
October 17, 2023
The price of Bitcoin (CRYPTO: BTC) on Monday experienced a rapid surge, reaching as high as $30,000 on certain cryptocurrency exchanges.
Via
Benzinga
Topics
ETFs
Vitalik Buterin's $15M USDC Transfer To Gemini After $500K Coinbase Transaction Raises Eyebrows
↗
October 17, 2023
Blockchain analysts have honed in on a significant transaction originating from a wallet associated with Ethereum (CRYPTO: ETH) co-founder Vitalik Buterin.
Via
Benzinga
Ethereum Foundation Sells 1,700 ETH For $2.76M USDC Amid Increased Volatility
↗
October 10, 2023
The Ethereum (CRYPTO: ETH) Foundation has converted 1,700 ETH, valued at approximately $2.76 million, into Circle’s USDC (CRYPTO: USDC) stablecoin.
Via
Benzinga
Cosmos Opens Doors To Circle's Native USDC Through CCTP
↗
October 03, 2023
Circle (CRYPTO: USDC), the issuer of USDC, plans to venture out on Cosmos through its cross-chain transfer protocol system. This is expected to make transfers seamless and benefit USDC's market cap.
Via
Benzinga
Circle's USDC Expansion On NEAR Signals Resilient Multi-Blockchain Future
↗
September 14, 2023
FinTech company and issuer of USD Coin (CRYPTO: USDC), Circle introduced the native stablecoin liquidity access on the Layer-1 Blockchain NEAR (CRYPTO: NEAR) protocol ecosystem.
Via
Benzinga
Crypto Casino Stake.com Allegedly Hit By $40M Security Breach — Here's What Happened
↗
September 05, 2023
Stake.com, an online casino and sportsbook founded in 2017 by Bijan Tehrani and Ed Craven, has recently become the target of an alleged security breach, purportedly resulting in a loss of around $40...
Via
Benzinga
Bitcoin, Ethereum, Dogecoin Drop After Vitalik Buterin Transfers ETH Worth $1M To Coinbase: Analyst Warns BNB Is Casually Dragging Down Entire Crypto Market
↗
August 21, 2023
Major cryptocurrencies experienced a decline on Monday evening, while altcoins displayed minimal price fluctuations. This occurred as the markets appeared to regain stability after a significant...
Via
Benzinga
Maxine Waters 'Deeply Concerned' That PayPal Chose To Launch Stablecoin In Absence Of US Regulations
↗
August 09, 2023
Rep.
Via
Benzinga
Shiba Inu Emerges As Top Choice For Ethereum Whales, Despite Majority Of SHIB Investors Facing Losses
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July 28, 2023
The top 100 largest Ethereum (CRYPTO: ETH) whales are known for their holdings and diverse investments.
Via
Benzinga
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