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home
about us
Investment Approach
Client Service Approach
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
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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
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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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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Nvidia Q2 Set To Spark Frenzy—Crypto Bettors Predict These 5 Red-Hot Issues Will Dominate Earnings Call
↗
August 27, 2025
Technology titan Nvidia Corp. (NASDAQ:NVDA) is set to release its second-quarter financials on Wednesday, and cryptocurrency bettors on Polymarket are speculating on a variety of topics that could be...
Via
Benzinga
Altcoins Surge: Solana, Dogecoin Lead While Ethereum Outpaces Bitcoin’s Rebound
↗
August 27, 2025
Via
Stocktwits
Tom Lee's BitMine A Factor In Capital Moving From Bitcoin To Ethereum, Says This Popular Analyst
↗
August 27, 2025
Cryptocurrency analyst Willy Woo highlighted a significant shift in capital from Bitcoin (CRYPTO: BTC) to Ethereum (CRYPTO: ETH) on Tuesday, fueled by BitMine Immersion Technologies Inc.
Via
Benzinga
Trump Media's Crypto Treasury Bet Sends This Token Soaring 30% — Bitcoin, Ethereum Left In Dust
↗
August 27, 2025
Cronos (CRYPTO: CRO) rallied sharply on Tuesday after Trump Media & Technology Group Corp. (NASDAQ:DJT) announced a deal to set up a cryptocurrency treasury company centered on the token.
Via
Benzinga
Topics
Government
Bitcoin ‘On Sale’? Michael Saylor Gets Bullish, But Peter Schiff Fires Back: ‘Wait Until The Strategy Going Out Of Business Sale’
↗
August 25, 2025
Via
Stocktwits
Trump Media And Crypto.com Form CRO Treasury Company In $105 Million Token Deal
↗
August 26, 2025
Trump Media & Technology Group Corp. (NASDAQ:DJT) has struck a deal with Crypto.com and Yorkville Acquisition Corp. to establish a
Via
Benzinga
Topics
Government
Ethereum To Hit $7,500 By End Of 2025: Standard Chartered
↗
August 26, 2025
Ethereum (CRYPTO: ETH) has surged to a new all-time high of $4,955 thanks to aggressive buying by ETH treasury companies and exchange-traded fu
Via
Benzinga
Peter Schiff Predicts Bitcoin Could Sink To $75,000: 'Sell Now, Buy Back Lower'
↗
August 26, 2025
Prominent Bitcoin critic Peter Schiff has once again sounded the alarm, calling for Bitcoin (CRYPTO: BTC) to potent
Via
Benzinga
Bitcoin Price Extends Losses After Flash Crash – Dogecoin, Solana Lead Altcoin Decline
↗
August 26, 2025
Via
Stocktwits
Bitcoin Is On Top, Ethereum Has Some Catching Up To Do: The Crypto Treasury Play Unfolding On Wall Street
↗
August 26, 2025
Bitcoin (CRYPTO: BTC) reigns supreme as the leading asset in treasury allocations. However, its younger sibling Ethereum (CRYPTO: ETH) has lately emerged as a stronger contender in the race.
Via
Benzinga
10 Information Technology Stocks With Whale Alerts In Today's Session
↗
August 25, 2025
Via
Benzinga
Why MicroStrategy (MSTR) Stock Is Falling Today
August 25, 2025
Shares of bitcoin development company MicroStrategy (NASDAQ:MSTR) fell 3.3% in the morning session after the price of Bitcoin fell and an analyst reiterated a 'Sell' rating citing risks in the...
Via
StockStory
Topics
Artificial Intelligence
ETFs
Economy
Strategy, Metaplanet, BitMine Continue BTC, ETH Purchases: Here's How Much They Bought
↗
August 25, 2025
Corporate crypto treasuries expanded significantly last week as Strategy Inc. (NASDAQ:MSTR), Metaplanet Inc.
Via
Benzinga
Bill Miller's MSTR Bitcoin Bet Soars 40% As His Fund Piles Into Housing, Energy And Autos In Bold Q2 Moves
↗
August 25, 2025
Miller Value Partners is making aggressive new bets on the core of the U.S. economy, significantly increasing its stakes in housing, energy, and auto parts, according to its second-quarter 13F filing...
Via
Benzinga
Topics
Economy
Strategy Accelerates Bitcoin Accumulation With $356M Buy After Two Weeks Of Smaller Purchases
↗
August 25, 2025
Strategy’s latest Bitcoin purchase was made at an average price of about $115,000 per token, lifting its total holdings to 632,457 BTC acquired at an average of $73,500 each.
Via
Stocktwits
Bitcoin Slides To July Levels, Ethereum Retreats From Weekend Highs – $840M Liquidated In Crypto Selloff
↗
August 25, 2025
Via
Stocktwits
Cathie Wood-Backed BitMine Slides Pre-Market As Ethereum Reverses From Record Highs—But This Peter Thiel-Linked ETH Treasury Stock Has Gained
↗
August 25, 2025
Shares of Ethereum (CRYPTO: ETH) treasury companies opened lower in Monday’s pre-market trading after ETH failed to sustain its rally to record highs.
Via
Benzinga
Can Bitcoin Hit $600,000 By October?
↗
August 25, 2025
One analyst expects a market collapse to drive Bitcoin's price even higher.
Via
The Motley Fool
Topics
ETFs
Peter Schiff Mocks Michael Saylor's Bitcoin Call: Gold Bug Predicts MSTR Demise As CEO Says 'Bitcoin Is On Sale'
↗
August 25, 2025
Gold advocate and prominent Bitcoin (CRYPTO: BTC) critic Peter Schiff publicly mocked Strategy Inc. (NASDAQ:MSTR), formerly MicroStrategy’s CEO Michael Saylor, on Monday, predicting t
Via
Benzinga
50-Year-Old Making $5,900 A Month In Dividends Shares Top 7 Stocks, Plans Exit From 9-to-5 – 'I'm Sick Of Corporate World'
↗
August 24, 2025
Via
Benzinga
First Bitcoin, Then Ethereum: Will Ripple's XRP Be the Next Target of the "Crypto Treasury" Strategy?
↗
August 23, 2025
Most major cryptocurrencies are being bought by treasury companies now.
Via
The Motley Fool
Topics
Bonds
10 Information Technology Stocks Whale Activity In Today's Session
↗
August 22, 2025
Via
Benzinga
10 Stocks Rocketing After Powell's Dovish Shift
↗
August 22, 2025
Markets surged after Powell's Jackson Hole speech, as he flagged rising job risks and opened the door to possible rate cuts in September.
Via
Benzinga
Nayib Bukele-Led El Salvador Is Now Seeing Hundreds Of Students Graduate With Bitcoin Diplomas
↗
August 22, 2025
Dozens of students completed the so-called Bitcoin (CRYPTO: BTC) Diploma course in El Salvador, reflecting the country's broader push to ensure its citizens gain a sound understanding of the leading...
Via
Benzinga
Why Strategy Stock Tumbled on Thursday
↗
August 21, 2025
The company, essentially an institutional Bitcoin investor, gets dinged by a bearish analyst note.
Via
The Motley Fool
Topics
Bonds
If Bitcoin Treasury Companies Are Buying Billions, Why Is The Price Not Going Up?
↗
August 21, 2025
Bitcoin (CRYPTO: BTC) has seen the treasury company trend accelerating, though the surge in interest isn't translating into higher prices.
Via
Benzinga
10 Information Technology Stocks With Whale Alerts In Today's Session
↗
August 21, 2025
Via
Benzinga
Bitcoin Holds $113K Ahead Of Powell Speech On Friday – Ethereum, Cardano, Solana Lead Altcoin Gains
↗
August 21, 2025
In addition to Fed commentary, industry watchers are also concerned over network decentralization after it was reported that two mining pools now control more than half of Bitcoin’s hashrate.
Via
Stocktwits
Topics
Economy
Solana Inches Higher On Broader Crypto Recovery, Kanye West's Memecoin Buzz — But Indicators Flash Mixed Signals
↗
August 21, 2025
Solana (CRYPTO: SOL) shot up on Wednesday, buoyed by a broader cryptocurrency rally and hype around Kanye West’s new meme coin.
Via
Benzinga
Smart Money Dumps Stocks Popular With Retail Investors; Palantir's Chart Tells The Story
↗
August 20, 2025
Via
Benzinga
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