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home
about us
Investment Approach
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Market Analysis Summary
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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
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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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Featured Quarterly Newsletter
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Strategy Inc - Class A Common Stock
(NQ:
MSTR
)
126.03
-6.90 (-5.19%)
Official Closing Price
Updated: 4:00 PM EDT, Mar 27, 2026
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Ferrari, Dow, And Applovin Are Among Top 10 Large Cap Losers Last Week (Oct. 6-Oct. 10): Are The Others In Your Portfolio?
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Bitcoin Treasuries Soar to $130 Billion, Cementing Digital Gold Status as Altcoins Strategically Diversify
October 10, 2025
October 10, 2025 – Bitcoin (BTC) has reached a monumental milestone, with its total institutional and corporate treasury holdings now exceeding an astounding $130 billion. This unprecedented...
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In a period marked by profound economic uncertainty and shifting global sentiments, Bitcoin, gold, and silver have captivated financial markets, not through a simultaneous broad retreat, but by an...
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Dogecoin Dips Amidst Broader Crypto Sector Volatility and Profit-Taking
October 09, 2025
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3 Reasons to Buy Bitcoin Before January 2026
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Bitcoin just hit a new all-time high above $125,000. But is it a buy?
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Luxembourg Makes History: First Eurozone Nation’s Sovereign Wealth Fund Dives Into Bitcoin
October 09, 2025
In a landmark move poised to reshape the institutional perception of digital assets, Luxembourg has officially become the first Eurozone nation to allocate a portion of its sovereign wealth fund to...
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Strategy Announces Earnings Release Date and Live Video Webinar for Third Quarter 2025 Financial Results
October 09, 2025
From
Strategy Inc
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Bitcoin, Ethereum, And Other Major Cryptocurrencies Dip Ahead Of Powell’s Speech Amid Rising Dollar
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Is Bitcoin a Millionaire Maker?
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The world's top cryptocurrency still has a bright (but volatile) future.
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10 Information Technology Stocks Whale Activity In Today's Session
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Cathie Wood Backed BitMine's 600% Stock Surge — But Kerrisdale Warns 'Premium Is Destined To Sink'
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CEA Industries Boosts BNB Holdings to $663 Million as Price Hits Record High
October 08, 2025
CEA Industries Inc. (NASDAQ:BNC) just announced combined crypto and cash holdings totaling $663 million, including 480,000 BNB tokens acquired at an average price of $860 per token. The announcement...
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PressReach
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Kerrisdale Capital Shorts Bitmine, Calls Ethereum Treasury Strategy ‘Basic And Unoriginal’
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October 08, 2025
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'Asia's MSTR' Metaplanet Meets Chart Level That Could Make Or Break It
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BNB Hits Record $1,330 While Bitcoin, Ethereum Retreat Amid $650 Million Liquidations
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Via
Stocktwits
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Forget MicroStrategy, These 2 Little-Known Bitcoin Treasury Stocks Are Significantly Undervalued
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October 08, 2025
Two undervalued stocks, Sequans Communications SA and Reitar Logtech Holdings Ltd., show strong potential in Benzinga's Edge Stock Rankings.
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Benzinga
Bitcoin, Ethereum, XRP Edge Lower Amid Dollar Gains — Analyst Says Cycle Peak Is Yet To Come
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October 08, 2025
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Peter Schiff Declares Bitcoin’s Surge a “Bear Market Rally,” Crypto World Divided
October 07, 2025
October 7, 2025 – Veteran gold bug and perennial Bitcoin (BTC) skeptic Peter Schiff has once again ignited fierce debate within the cryptocurrency community, asserting that the recent impressive gains...
Via
BreakingCrypto
Topics
ETFs
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Japanese Real Estate Giant Lib Work Dives into Bitcoin with $3.3 Million Investment, Signaling Broader Corporate Crypto Trend
October 07, 2025
Tokyo, Japan – October 7, 2025 – In a significant move reverberating across both traditional finance and the burgeoning digital asset landscape, Japanese real estate technology company Lib Work (TYO:...
Via
BreakingCrypto
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Economy
Intellectual Property
Fortifying the Digital Frontier: Navigating Crypto Asset Recovery and Cybersecurity in a Volatile Market
October 07, 2025
As the cryptocurrency market continues its rapid evolution, with Bitcoin (BTC) (NASDAQ: MSTR) surpassing the $100,000 mark and institutional adoption accelerating in October 2025, the digital frontier...
Via
BreakingCrypto
Topics
Economy
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Investors Flee U.S. Dollar for Bitcoin and Gold Amidst 'Debasement Trade' Warnings from Citadel CEO Ken Griffin
October 07, 2025
New York, NY – October 7, 2025 – In a significant and concerning development for global financial markets, Citadel CEO Ken Griffin has issued stark warnings about a growing trend of investors...
Via
MarketMinute
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Bonds
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Economy
Gold Futures Shatter $4,000 Barrier Amidst U.S. Government Shutdown, Signaling Deep Investor Anxiety
October 07, 2025
New York, NY – October 7, 2025 – In an unprecedented display of market apprehension, gold futures on the COMEX (New York Mercantile Exchange - NYMEX) have surged past the psychological and historical...
Via
MarketMinute
Topics
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Economy
Stocks, Bitcoin Slip, Gold Hits $4,000: What's Moving Markets Tuesday?
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October 07, 2025
Risk sentiment is taking a breather after days of a relentless rally, with all major Wall Street indexes trading in negative territory and sharper declines hitting the most speculative assets, such as...
Via
Benzinga
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