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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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
Total Asset Fund (TAF)
TAF sm Program
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Sample Portfolio
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
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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
)
157.33
-9.64 (-5.77%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 9, 2026
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Anthony Scaramucci Congratulates Helium Medical, Pantera Capital On $500 Million Solana Treasury Move
↗
September 16, 2025
Anthony Scaramucci, the founder and managing partner of SkyBridge Capital, congratulated Pantera Capital, Summer Capital and Helius Medical Technologies, Inc. (NASDAQ:HSDT) Monday on their plans to...
Via
Benzinga
Options Corner: With The Bears Leaving, Strategy's Current Underperformance Could Spell Opportunity
↗
September 15, 2025
While Strategy has encountered turbulence recently, fading short interest suggests that MSTR stock could have an uncontested road higher.
Via
Benzinga
Bitcoin's Uneven Path: El Salvador's Retreat and India's Unyielding Crypto Surge
September 15, 2025
The global landscape of Bitcoin adoption is a patchwork of ambitious government initiatives, grassroots financial revolutions, and cautious regulatory tightening. While nations worldwide grapple with...
Via
MarketMinute
Topics
ETFs
Economy
Fraud
VanEck Projects Bitcoin to Soar to $2.9 Million by 2050, Foreshadowing a Global Monetary Revolution
September 15, 2025
Asset management giant VanEck has sent ripples through the financial world with its audacious long-term projection: Bitcoin (BTC) could reach a staggering $2.9 million per coin by 2050 in its "base...
Via
MarketMinute
Topics
Bonds
ETFs
Economy
Strive Taps Crypto Veterans To Guide $1.5 Billion Bitcoin Treasury Expansion
↗
September 15, 2025
Strive Inc. shares tumbled on its aggressive Bitcoin accumulation plan. Merger with Asset Entities Inc. gave it access to tools and veteran strategists.
Via
Benzinga
Rate Cut Euphoria Propels Bitcoin Towards $150,000 Mark as Institutional Inflows Soar
September 15, 2025
Bitcoin (BTC-USD) is currently riding a wave of unprecedented bullish sentiment, fueled by significant institutional investment and the pervasive expectation of central bank interest rate cuts. The...
Via
MarketMinute
Topics
Bonds
ETFs
Economy
BitMine Reports $10.8 Billion Ethereum, Bitcoin, 'Moonshot' Crypto Holdings
↗
September 15, 2025
BitMine Immersion Technologies Inc (AMEX:BMNR) has amassed over 2.15 million ETH tokens worth approximately $10 billion, cementing its position as the world’
Via
Benzinga
Forward Industries Buys $1.58 Billion In SOL, As Michael Saylor's Strategy Continues BTC Accumulation
↗
September 15, 2025
Forward Industries Inc (NASDAQ:FORD) has acquired 6.8 million Solana (CRYPTO: SOL) tokens for approximately $1.58 billion at an average price of $232 per token, marking the initial deployment of its...
Via
Benzinga
Dogecoin, Shiba Inu Slide After $2.4 Million Hack On Shibarium Ripples Through Crypto Market
↗
September 15, 2025
Via
Stocktwits
Galaxy Digital Ramps Up Solana Bet, Pours $283 Million In Crypto, But Stock Drops Pre-Market
↗
September 15, 2025
Galaxy Digital Inc. (NASDAQ:GLXY) shares are trading lower in Monday's pre-market trading, coinciding with the cryptocurrency-focused company's purchase of over $280 million in Solana (CRYPTO: SOL).
Via
Benzinga
Michael Saylor's Bitcoin-Only Prophecy Not Aging Well As Wall Street Embraces $27 Billion In Ethereum ETFs, Buzz Builds Around XRP And Even Dogecoin
↗
September 14, 2025
Michael Saylor may now seem comfortable with the rise and adoption of the broader crypto ecosystem, but just over a year ago, he was every bit the staunch Bitcoin (CRYPTO: BTC) maximalist.
Via
Benzinga
Topics
ETFs
Where Will Bitcoin Be in 5 Years?
↗
September 14, 2025
Could Bitcoin really hit the $1 million mark by 2030?
Via
The Motley Fool
MarketBeat Week in Review – 09/08 - 09/12
↗
September 13, 2025
Markets had another strong week as inflaton data set the stage for the Federal Reserve’s meeting next week; a rate cut is expected but may already be priced in
Via
MarketBeat
Topics
Economy
Bitcoin's $115,000 Tug-of-War: Whales Accumulate as Market Awaits Next Catalyst
September 12, 2025
Bitcoin (BTC) is currently navigating a pivotal phase of price consolidation around the $115,000 mark, a development that has captured the attention of investors and analysts alike. This period of...
Via
MarketMinute
Topics
ETFs
Economy
Regulatory Compliance
Bitcoin Underperforms As Solana Soars On Galaxy Buying Spree, Dogecoin Extends Gains
↗
September 12, 2025
Via
Stocktwits
Bitcoin, S&P 500 ETFs On Blockchain? BlackRock Reportedly Eyes Tokenization Of Its Big-Ticket Funds
↗
September 12, 2025
BlackRock Inc. (NYSE:BLK), the world’s largest asset manager, is reportedly exploring ways to tokenize its exchange-traded funds, the latest in a broader Wall Street effort to bring real-world assets...
Via
Benzinga
Topics
ETFs
Stocks
Gemini Upsizes IPO To Raise $425 Million, Winklevoss Twins-Founded Crypto Exchange Targets $3 Billion Valuation
↗
September 11, 2025
Cryptocurrency exchange Gemini raised $425 million in an initial public offering, pricing its shares above the expected range, according to an announcement made late Thursday.
Via
Benzinga
Topics
Initial Public Offering
Michael Saylor Mocks S&P 500 Returns After MicroStrategy Snub
↗
September 11, 2025
Via
Benzinga
Topics
Stocks
Trump Campaign's Crypto Embrace Signals New Era for Political Funding and Digital Assets
September 11, 2025
Donald Trump's 2024 presidential campaign initiated a groundbreaking shift in political fundraising by announcing in May 2024 its decision to accept donations in a wide array of cryptocurrencies. This...
Via
MarketMinute
Topics
Economy
Government
Regulatory Compliance
Longer-Term Forecasts for Litecoin are More Optimistic with Bullish Expectations Suggested
September 11, 2025
EQNX::TICKER_START (OTCQB:LUXFF),(CSE:LUXX),(NYSE:BMNR),(NASDAQ:SBET),(NASDAQ:MSTR),(OTCQB:ISTKF),(CSE:ISTK) EQNX::TICKER_END
Via
FinancialNewsMedia
Longer-Term Forecasts for Litecoin are More Optimistic with Bullish Expectations Suggested
September 11, 2025
From
FN Media Group LLC
Via
GlobeNewswire
Dogecoin Outperforms Major Altcoins, Solana Extends Rally As Bitcoin Edges Past $114K
↗
September 11, 2025
Via
Stocktwits
Pop Culture Stock Skyrockets After $33 Million Bitcoin Investment, Web3 Push
↗
September 11, 2025
Pop Culture Group Co Ltd. (NASDAQ:CPOP) shares retraced after-hours on Wednesday following a double-digit rally in the regular trading session.
Via
Benzinga
Part of the Club: Robinhood & AppLovin Soar on S&P 500 Inclusion
↗
September 10, 2025
After a long wait, Robinhood and AppLovin are now set to join the S&P 500 Index. Shares spiked in response, with institutional buying ready to ensue.
Via
MarketBeat
Topics
Stocks
3 Tech Stocks You Can Buy and Hold for the Next Decade
↗
September 10, 2025
Meta Platforms, AMD, and Strategy are promising long-term investments.
Via
The Motley Fool
Topics
Artificial Intelligence
Vivek Ramaswamy's Strive To Board The Bitcoin Treasury Company With $1.5 Billion Raise
↗
September 10, 2025
Asset Entities Inc. (NASDAQ:ASST) on Wednesday announced it has approved the company's merger with Vivek Ramaswamy
Via
Benzinga
Solana Hits 7-Month High, Dogecoin Slips Despite ETF Buzz As Bitcoin Stalls Ahead Of PPI Report
↗
September 10, 2025
Via
Stocktwits
Topics
ETFs
Prediction: Solana Will Be Worth $500 in 5 Years
↗
September 10, 2025
Quite simply, there are a lot of positive trends in play with this coin.
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
QMMM Stock Popped 1736% On Crypto Treasury Bet Involving Bitcoin, Ethereum And Solana, But Rally Cools After Hours
↗
September 10, 2025
QMMM Holdings Ltd. (NASDAQ:QMMM) shares plunged in Tuesday's after-hours trading, but not before a stunning rally during the regular trading session. QMMM is testing upper boundaries. Stay ahead of the...
Via
Benzinga
Trump To Speak With 'Good Friend' Modi Soon, Says Trade Talks Ongoing With India — Polymarket Traders Boost Odds of Deal
↗
September 10, 2025
Cryptocurrency bettors substantially raised the odds that the U.S. and India would reach a tariff agreement in September, after President Donald Trump and Indian Prime Minister Narendra Modi expressed...
Via
Benzinga
Topics
Government
World Trade
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