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home
about us
Investment Approach
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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
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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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
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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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All News about Strategy Inc - Class A Common Stock
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10 Information Technology Stocks With Whale Alerts In Today's Session
↗
September 03, 2025
Via
Benzinga
Where Will YieldMax MSTR Option Income Strategy ETF Be in 1 Year?
↗
September 03, 2025
YieldMax MSTR pays big yields, but those payouts swing wildly -- and they come with a hefty price. Here's how the ETF compares with Strategy (formerly MicroStrategy) stock and direct Bitcoin...
Via
The Motley Fool
Topics
ETFs
Bitcoin Gains As ‘September Slump’ Remains Uncertain – Retail Traders Bet On Break From Trend In 2025
↗
September 03, 2025
Via
Stocktwits
Alibaba's Jack Ma-Backed Firm Invests $44 Million In Ethereum For Strategic Reserve
↗
September 03, 2025
Jack Ma-backed Yunfeng Financial Group has invested $44 million in Ethereum (CRYPTO: ETH) as part of its strategic reserve assets, according to an exchange filing Tuesday.
Via
Benzinga
Kevin O'Leary Says Bitcoin, Ethereum Are 'True Gold Standards,' Reveals They Make Up 90% Of His Crypto Holdings
↗
September 03, 2025
Prominent investor Kevin O’Leary weighed his cryptocurrency convictions on Tuesday, revealing that Bitcoin (CRYPTO: BTC) and Ethereum (CRYPTO: ETH) comprise nearly 90% of his digital asset holdings...
Via
Benzinga
Bitcoin, XRP, Dogecoin Climb As 'Greed' Sentiment Returns; Ethereum Trades Flat — Analytics Firm Gives Its Take On 'Deep' BTC Correction
↗
September 02, 2025
Leading cryptocurrencies advanced on Tuesday as institutional investors pumped in millions.
Via
Benzinga
Altcoin Season Meets Wall Street: Four Equities to Watch (DBKSF, BMNR, DJT, DFDV)
September 02, 2025
Comtex News Network, Inc. is a content specialist offering actionable news distribution, global syndication, and traffic for your content
Via
News Direct
Strategy Just Bought Another 4,048 BTC—How Far Can Corporate Bitcoin Holdings Go?
↗
September 02, 2025
Strategy Inc.
Via
Benzinga
Altcoin Season Meets Wall Street: Four Equities to Watch (DBKSF, BMNR, DJT, DFDV)
September 02, 2025
Via
AB Newswire
Bitcoin, Ethereum, and XRP All Continue to Drop. Here's What Investors Need to Know.
↗
September 02, 2025
What's behind the sudden drop in crypto prices?
Via
The Motley Fool
Topics
Economy
World Trade
Eric Trump-Backed Metaplanet Becomes World's 6th Largest Bitcoin Treasury Holding With 20,000 BTC
↗
September 02, 2025
Metaplanet Inc. (OTC:MTPLF) has secured its position as the world’s sixth-largest public company Bitcoin (CRYPTO: BTC) treasury, holding 20,000 bitcoins according to BitcoinTreasuries data.
Via
Benzinga
3 Bitcoin Treasury Firms Show Improving Price Trends, Strong Momentum Signals
↗
September 02, 2025
Three Bitcoin (CRYPTO: BTC) treasury companies, MARA Holdings Inc. (NASDAQ:MARA), Rumble Inc. (NASDAQ:RUM), and BTC Digital Ltd
Via
Benzinga
Trump Family-Backed World Liberty Financial Token Crashes After Initial Rise On First Trading Day
↗
September 01, 2025
The newly tradeable World Liberty Financial (WLFI) token derailed after the initial flourish on Monday.
Via
Benzinga
Topics
Government
Time to Take Profits on Strategy Stock? 3 Reasons You Should
↗
September 01, 2025
Strategy stock is showing investors why its foundations are set on weak fundamentals, and giving them three reasons to take profits now.
Via
MarketBeat
Eric Trump To Attend Shareholder Meeting Of A Company In Japan That Is Emulating Michael Saylor's Bitcoin Hoarding Strategy: Report
↗
August 31, 2025
Eric Trump, son of U.S. President Donald Trump, is set to attend a shareholder meeting for Japanese Bitcoin (CRYPTO: BTC) treasury firm Metaplanet in Tokyo on Monday.
Via
Benzinga
Topics
Government
Marjorie Taylor Greene Put Money In BlackRock's Bitcoin ETF This Year — Here's How Her Returns Stack Up Against Others In Congress
↗
August 31, 2025
Rep. Marjorie Taylor Greene (R-Ga.) has added considerable Bitcoin (CRYPTO: BTC) exposure to her investment portfolio in 2025, making strategic purchases into iShares Bitcoin Trust ETF (NASDAQ:IBIT).
Via
Benzinga
Topics
ETFs
DOGE Jumps As Elon Musk's Star Lawyer Alex Spiro Set To Chair $200 Million Dogecoin Treasury Firm: Report
↗
August 30, 2025
Elon Musk's longtime lawyer Alex Spiro is reportedly set to chair a $200 million Dogecoin (CRYPTO: DOGE) treasury company backed by the House of Doge, marking a major step in bringing the meme-inspired...
Via
Benzinga
3 Things Investors Should Know as the Crypto Treasury Trend Continues
↗
August 30, 2025
These players are getting a lot of attention, but they're questionable as investments.
Via
The Motley Fool
We're Witnessing Stock Market History: Potentially 3 Bubbles Are Occurring at the Same Time
↗
August 30, 2025
Game-changing innovations and hyped trends tend to be singular events. At the moment, three next-big-thing trends are attempting to coexist.
Via
The Motley Fool
Topics
Artificial Intelligence
Stocks
10 Information Technology Stocks Whale Activity In Today's Session
↗
August 29, 2025
Via
Benzinga
Strategy Options Trading: A Deep Dive into Market Sentiment
↗
August 29, 2025
Via
Benzinga
Bitcoin Dips Under $110K, Ethereum Leads Losses As Traders Eye PCE Data For Fed Rate Cut Clues
↗
August 29, 2025
Via
Stocktwits
Topics
Economy
1 Top Cryptocurrency to Buy Before It Soars 3,536%, According to ARK Invest's Cathie Wood
↗
August 29, 2025
Cathie Wood has long been a crypto bull.
Via
The Motley Fool
Solana Outgains Bitcoin, Ethereum After DeFi Development Bags $77 Million In SOL For Corporate Reserves
↗
August 29, 2025
Solana (CRYPTO: SOL) outperformed cryptocurrencies with a larger market capitalization on Thursday, following millions in purchases by treasury company DeFi Development Corp. (NASDAQ:DFDV).
Via
Benzinga
Cynthia Lummis Says Publishing US GDP Data On Blockchain Is A 'Historic Move' — Thanks Trump, Lutnick For Leadership
↗
August 28, 2025
Cryptocurrency supporters hailed on Thursday the U.S. government's move to post GDP numbers on several blockchain platforms. Senior Lawmaker Calls Move Historic Sen. Cynthia Lummis (R-Wyo.) deemed the...
Via
Benzinga
Topics
Government
Bitcoin Undervalued Compared To Gold, Fair Value At $126,000: JPMorgan
↗
August 28, 2025
JPMorgan (NYSE:JPM) analysts believe Bitcoin (CRYPTO: BTC) is trading below its fair value as its price volatility falls to historic lows, narrowing the asset's risk-
Via
Benzinga
Strategy Stock: A Bitcoin Rocket or a Crash Waiting to Happen?
↗
August 28, 2025
Discover why Strategy's $71 billion Bitcoin bet could make the stock soar -- or crash harder than crypto itself.
Via
The Motley Fool
Solana, Dogecoin Extend Gains As Bitcoin Turns Green, Ethereum Trails
↗
August 28, 2025
Via
Stocktwits
Nvidia Q2 Results Aftermath: Crypto AI Tokens Edge Lower Amid Decline In Chip Giant's Stock
↗
August 28, 2025
Artificial intelligence-based cryptocurrencies were trading lower early Thursday, coinciding with AI powerhouse Nvidia Corp.'s (NASDAQ:NVDA) post-earnings decline.
Via
Benzinga
Topics
Artificial Intelligence
Why Cronos Is Skyrocketing Today
↗
August 27, 2025
A new partnership between Crypto.com and Trump Media is fueling CRO's rise.
Via
The Motley Fool
Topics
Government
Stocks
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