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home
about us
Investment Approach
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Market Analysis Summary
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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
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
)
53.08
-0.66 (-1.23%)
Streaming Delayed Price
Updated: 4:00 PM EST, Feb 2, 2026
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What's Going On With Bitcoin-Miner Iris Energy's Stock?
↗
April 01, 2024
Iris Energy reported that its 2024 expansion is now fully funded with $301 million in cash and no debt. The company said it will have 460 MW of data center capacity and 20 EH/s of Bitcoin mining...
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April 01, 2024
Explore which stocks to sell after Bitcoin halving in April 2024, focusing on crypto mining's future and market dynamics.
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20 EH/s expansion fully funded
April 01, 2024
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What Analysts Are Saying About Iris Energy Stock
↗
March 28, 2024
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↗
March 22, 2024
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Peeling Back The Layers: Exploring Iris Energy Through Analyst Insights
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February 22, 2024
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Earnings Scheduled For February 15, 2024
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February 15, 2024
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March 21, 2024
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March 20, 2024
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Analyst Upgrades Riot For 'Best Relative Upside'; Foresees 134% Growth For Another Bitcoin Mining Stock
↗
March 20, 2024
JPMorgan upgrades Riot Platforms Inc to Overweight, with a Dec. 2024 price target of $15. Smith also sees potential for 134% surge in Iris Energy Ltd's stock.
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Missing Out? Bitcoin Miner Stocks Offer Buying Opportunity Before Halving, Says JPMorgan
↗
March 18, 2024
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7 Penny Stocks That Can Make You a Millionaire in One Year
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March 15, 2024
These penny stocks have the potential to deliver multibagger returns within a year for daring investors that are willing to take the leap.
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IREN Announces Monthly Investor Update for February 2024
March 06, 2024
From
IREN
Via
GlobeNewswire
IREN provides 20 EH/s expansion update
February 26, 2024
From
IRIS ENERGY LIMITED
Via
GlobeNewswire
The 3 Best Blockchain Stocks to Own for the Coming ‘Read, Write, Own’ Era
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February 20, 2024
The best blockchain stocks are those that provide utility to the world and its customers over the long haul.
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February 16, 2024
Bitcoin has surged past $52,000, gaining nearly 25% so far this year on the back of a fresh wave of investors’ interest in tokens.
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Why DoorDash Shares Are Trading Lower By Around 12%? Here Are Other Stocks Moving In Friday's Mid-Day Session
↗
February 16, 2024
Shares of DoorDash, Inc. (NASDAQ: DASH) fell sharply in today’s session as the company reported mixed financial results for its fourth quarter.
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Benzinga
Yelp Reports Q4 Results, Joins Roku, Dropbox And Other Big Stocks Moving Lower In Friday's Pre-Market Session
↗
February 16, 2024
U.S. stock futures were mixed this morning, with the Nasdaq futures trading higher by around 100 points on Friday.
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Benzinga
Under-$10 Crypto Stocks Ready To Ride The Bitcoin Train
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February 15, 2024
If this is the rally of all rallies, small caps could gain the most.
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Iris Energy Reports Second Quarter and Half Year FY24 Results
February 15, 2024
From
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Via
GlobeNewswire
Why Iris Energy Shares Are Climbing Wednesday
↗
February 14, 2024
Iris Energy stock surges as it expands AI cloud services with 568 NVIDIA H100 GPUs, meeting growing demand.
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Why Sony Shares Are Trading Lower By Around 6%? Here Are Other Stocks Moving In Wednesday's Mid-Day Session
↗
February 14, 2024
Shares of Sony Group Corporation (NYSE: SONY) fell during Wednesday’s session after the company reported third-quarter financial results and revised guidance above estimates and shared plans to list...
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10 Information Technology Stocks Whale Activity In Today's Session
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February 14, 2024
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Why Robinhood Shares Are Trading Higher By Around 14%; Here Are 20 Stocks Moving Premarket
↗
February 14, 2024
Shares of Robinhood Markets, Inc. (NASDAQ: HOOD) shares rose sharply in today’s pre-market trading after the company reported better-than-expected fourth-
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Benzinga
12 Information Technology Stocks Moving In Wednesday's Pre-Market Session
↗
February 14, 2024
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Iris Energy Triples AI Cloud Services Business to 816 NVIDIA H100 GPUs
February 14, 2024
From
IRIS ENERGY LIMITED
Via
GlobeNewswire
CymaBay Therapeutics, ContextLogic, Snap And Other Big Stocks Moving Higher On Monday
↗
February 12, 2024
U.S. stocks were mixed, with the Nasdaq Composite trading almost flat on Monday. Shares of CymaBay Therapeutics, Inc. (NASDAQ: CBAY) rose sharply in today’s pre-market trading.
Via
Benzinga
Topics
Stocks
Why Take-Two Interactive Software Shares Are Trading Lower By Around 9%? Here Are Other Stocks Moving In Friday's Mid-Day Session
↗
February 09, 2024
Shares of Take-Two Interactive Software, Inc. (NASDAQ: TTWO) fell sharply during Friday’s session following third-quarter results.
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12 Information Technology Stocks Moving In Friday's Intraday Session
↗
February 09, 2024
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12 Information Technology Stocks Moving In Friday's Pre-Market Session
↗
February 09, 2024
Via
Benzinga
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