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home
about us
Investment Approach
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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
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IREN Limited - Ordinary Shares
(NQ:
IREN
)
42.21
-0.75 (-1.75%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Mar 18, 2026
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10 Information Technology Stocks With Whale Alerts In Today's Session
↗
August 08, 2024
Via
Benzinga
What's Going On With Iris Energy Shares Wednesday?
↗
August 07, 2024
Iris Energy Limited (NASDAQ:IREN) stock is trading lower on Wednesday. The company issued its July 2024 monthly investor update on Tuesday.
Via
Benzinga
Iris Energy Options Trading: A Deep Dive into Market Sentiment
↗
August 06, 2024
Via
Benzinga
July 2024 Monthly Investor Update
August 06, 2024
From
IREN
Via
GlobeNewswire
Bragar Eagel & Squire, P.C. Is Investigating Nano Nuclear, Iris Energy, Ford, and DexCom and Encourages Investors to Contact the Firm
August 05, 2024
From
Bragar Eagel & Squire
Via
GlobeNewswire
Market Whales and Their Recent Bets on IREN Options
↗
July 29, 2024
Via
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August 05, 2024
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Via
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MicroStrategy, Cipher Mining, TeraWulf And Other Big Stocks Moving Lower In Monday's Pre-Market Session
↗
August 05, 2024
Via
Benzinga
IREN Investors Have Opportunity to Join Iris Energy Limited Fraud Investigation with the Schall Law Firm
August 01, 2024
From
The Schall Law Firm
Via
Business Wire
Bitcoin Miners With AI Exposure Stumble While Traditional Players Thrive: What's Behind July's Shake-Up?
↗
August 01, 2024
July was a month of stark contrasts in the Bitcoin (CRYPTO: BTC) mining sector. As miners with AI exposure grappled with losses while traditional mining companies seized the spotlight, showcasing the...
Via
Benzinga
Topics
Artificial Intelligence
Iris Energy ALERT: Bragar Eagel & Squire, P.C. is Investigating Iris Energy Limited on Behalf of Iris Energy Stockholders and Encourages Investors to Contact the Firm
July 29, 2024
From
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Via
GlobeNewswire
10 Information Technology Stocks Whale Activity In Today's Session
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July 26, 2024
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Benzinga
Bitcoin Miners Have Upside As Power Shells With Data Center Capabilities: Bernstein
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July 25, 2024
The Bitcoin (CRYPTO: BTC) mining industry is being reevaluated as a potential powerhouse in the energy sector, according to a new Bernst
Via
Benzinga
10 Information Technology Stocks Whale Activity In Today's Session
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July 25, 2024
Via
Benzinga
Iris Energy Limited (IREN) Investigation: Bronstein, Gewirtz & Grossman, LLC Encourages Investors to Seek Compensation for Alleged Wrongdoings
July 24, 2024
From
Bronstein, Gewirtz & Grossman, LLC
Via
Business Wire
Iris Energy Stock Price Target Raised On Bitcoin Mining Strength And Diversification Potential: Cancaccord
↗
July 24, 2024
Iris Energy praised for efficient Bitcoin mining & future diversification. Canaccord raised share price target to $15. Company building massive data centers & has potential for AI & HPC use.
Via
Benzinga
Topics
Artificial Intelligence
What's Going On With Iris Energy Stock Today?
↗
July 24, 2024
Iris Energy Limited (NASDAQ:IREN) shares are trading higher. The company on Wednesday announced that it increased its power capacity by 150MW at one of its sites.
Via
Benzinga
IREN increases Childress power capacity from 600MW to 750MW
July 24, 2024
From
IREN
Via
GlobeNewswire
Potential Trump Victory Could Stir Bitcoin Market, Bernstein Analysts Predict — Implications For These Seven Crypto Stocks Outlined
↗
July 23, 2024
In the run-up to the upcoming 2024 elections, analysts from research and brokerage firm Bernstein have suggested that Bitcoin (CRYPTO: BTC) traders may not have fully considered the possible victory of...
Via
Benzinga
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Government
10 Information Technology Stocks Whale Activity In Today's Session
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July 22, 2024
Via
Benzinga
Iris Energy Limited (IREN) Investigation: Bronstein, Gewirtz & Grossman, LLC Encourages Investors to Seek Compensation for Alleged Wrongdoings
July 17, 2024
From
Bronstein, Gewirtz & Grossman, LLC
Via
Business Wire
Glancy Prongay & Murray LLP, a Leading Securities Fraud Law Firm, Announces Investigation of Iris Energy Limited (IREN) on Behalf of Investors
July 16, 2024
From
Glancy Prongay & Murray LLP
Via
Business Wire
What's Going On With Bitcoin Mining Stock Iris Energy?
↗
July 16, 2024
Iris Energy Limited (NASDAQ:IREN) shares are trading higher Tuesday after the company appointed Morgan Stanley as a financial advisor in connection with the evaluation of AI monetization opport
Via
Benzinga
Topics
Artificial Intelligence
IREN appoints Morgan Stanley as Financial Advisor
July 16, 2024
From
IREN
Via
GlobeNewswire
INVESTOR ALERT: Law Offices of Howard G. Smith Announces Investigation of Iris Energy Limited (IREN) on Behalf of Investors
July 15, 2024
From
Law Offices of Howard G. Smith
Via
Business Wire
The Law Offices of Frank R. Cruz Announces Investigation of Iris Energy Limited (IREN) on Behalf of Investors
July 15, 2024
From
The Law Offices of Frank R. Cruz
Via
Business Wire
10 Information Technology Stocks With Whale Alerts In Today's Session
↗
July 15, 2024
Via
Benzinga
Bitcoin Price Bolts Above $62,000 As Trump Reelection Odds Jump After Rally Shooting
↗
July 15, 2024
Bitcoin, cryptocurrencies jump with former President Donald Trump's reelection odds after an assassination attempt at a rally.
Via
Investor's Business Daily
Topics
Government
Here's What You Missed in Crypto This Week
↗
July 14, 2024
Block, Core Scientific enter supply deal as Culper reports short position in Iris Energy, and more crypto news.
Via
Talk Markets
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