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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)
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Back Dated Performance Reports
Quarterly Performance Reports
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
UNCHANGED
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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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
10 Information Technology Stocks With Whale Alerts In Today's Session
↗
August 20, 2025
Via
Benzinga
Unpacking the Latest Options Trading Trends in Strategy
↗
August 20, 2025
Via
Benzinga
Bitcoin Selloff Drags Crypto Market Cap Below $4 Trillion – Cardano, XRP Hit Hardest
↗
August 20, 2025
Bitcoin and Ethereum ETFs have cumulatively registered three straight days of outflows totaling $1.3 billion.
Via
Stocktwits
Topics
ETFs
Economy
Strategy Expands Bitcoin Treasury To 629,000 BTC With Latest $51 Million Purchase
↗
August 18, 2025
Via
Stocktwits
BitMine Boosts Ethereum Stash To $6.6B, Becomes Second-Largest Corporate Crypto Holder
↗
August 18, 2025
Via
Stocktwits
Ex-IMF Economist Kenneth Rogoff Explains Why His Bitcoin Crash Call Fell Flat— Blames Everyone But Himself For Missing It, Says Anthony Pompliano
↗
August 20, 2025
Kenneth Rogoff, former Chief Economist at the International Monetary Fund, on Tuesday evaluated his failed 2018 projection that Bitcoin (CRYPTO: BTC) would be worth $100 rather than $100,000 within a...
Via
Benzinga
Better Buy in 2025: XRP (Ripple) or Bitcoin?
↗
August 20, 2025
Many investors consider Bitcoin to be a legitimate store of value, while XRP is benefiting from a regulatory shift.
Via
The Motley Fool
Topics
Bonds
Government
Regulatory Compliance
Zeta Global, MicroStrategy, 8x8, DigitalOcean, and DoubleVerify Stocks Trade Down, What You Need To Know
August 19, 2025
A number of stocks fell in the afternoon session after investors took some profits off the table as markets awaited signals on future monetary policy from the Federal Reserve's Jackson Hole symposium...
Via
StockStory
Topics
ETFs
Economy
Is Bitcoin Still a Millionaire Maker?
↗
August 19, 2025
This coin isn't a lottery ticket for wealth.
Via
The Motley Fool
Is Strategy Becoming A Risk To The Bitcoin Bull Market?
↗
August 19, 2025
Bitcoin's (CRYPTO: BTC) long-term price stability could increasingly depend on corporate treasuries rather than organic market demand, according to analysts raising concerns about Strategy's...
Via
Benzinga
KindlyMD Expands Bitcoin Treasury With $679 Million Acquisition
↗
August 19, 2025
KindlyMD Inc.
Via
Benzinga
Bitcoin, Ethereum Hold Steady Amid Mixed Retail Sentiment – Dogecoin Still In The Red
↗
August 19, 2025
The volatility in the crypto market led to nearly $300 million in liquidations over the past 24 hours, according to Coinglass data.
Via
Stocktwits
Topics
Economy
Should You Forget XRP and Buy This Soaring Cryptocurrency Instead?
↗
August 19, 2025
XRP's 2025 rally has outpaced its larger peers in the cryptocurrency arena -- but can the momentum last?
Via
The Motley Fool
Topics
ETFs
Stocks
Kevin O'Leary Made Big Bets On 'Crypto Infrastructure' Firms Like Circle, Coinbase And Robinhood – Now Aims To Bring Playbook To AI
↗
August 19, 2025
Renowned investor and “Shark Tank” personality Kevin O’Leary revealed his pick-and-shovel strategy for cryptocurrency infrastructure companies, including exchanges and stablecoin issuers, highlighting...
Via
Benzinga
Prediction: Bitcoin Will Be Worth $500,000 in 5 Years
↗
August 19, 2025
The biggest cryptocurrency could still outperform the market over the next five years.
Via
The Motley Fool
Topics
ETFs
Economy
Regulatory Compliance
BTCS Stock Surges 10% As Company Launches First-Ever Blockchain Dividend, Paying Shareholders Directly In Ethereum
↗
August 19, 2025
BTCS Inc. (NASDAQ:BTCS) shares jumped 10% in Monday’s regular trading after the blockchain technology company announced a blockchain dividend in Ethereum (CRYPTO: ETH), a first for publicly traded...
Via
Benzinga
Ross Gerber Calls Michael Saylor's Bitcoin Approach 'Crazy Bad Math' For Investors, Predicts It Can 'Nuke' BTC If Things Go Wrong
↗
August 19, 2025
Veteran investor Ross Gerber slammed companies like Strategy Inc. (NASDAQ:MSTR) for selling stock to the public to purchase Bitcoin (CRYPTO: BTC), warning that such an approach could “nuke” t
Via
Benzinga
ETHZilla Rebrands From 180 Life Sciences, But Stock Sinks 4% In After-Hours Trading: Here's Why
↗
August 18, 2025
Shares of the newly branded ETHZilla Corp. (NASDAQ:ETHZ) sank over 4% in Monday's after-hours trading amid a dip in Ethereum (CRYPTO: ETH), its primary treasury asset.
Via
Benzinga
10 Information Technology Stocks Whale Activity In Today's Session
↗
August 18, 2025
Via
Benzinga
Strategy's Bitcoin Stash Hits 629,376 BTC—More Than Tesla, Coinbase, Marathon Digital Combined
↗
August 18, 2025
Strategy Inc. (NASDAQ:MSTR) has added 430 Bitcoin (CRYPTO: BTC) to its corpor
Via
Benzinga
Tom Lee's $5 Billion Ethereum Bet Puts Bitcoin Maximalists On Notice
↗
August 18, 2025
Bitcoin (CRYPTO: BTC) maximalists typically call their coin "digital gold." But Tom Lee, Fundstrat co-founder and now chairman of Bitmine Immersion Technologies
Via
Benzinga
BitMine's Crypto Holdings Surpass 1.52 Million ETH To Become Second-Biggest Crypto Treasury
↗
August 18, 2025
BitMine Immersion Technologies (AMEX:BMNR) disclosed that its crypto holdings have exceeded $6.61 billion, including 1.52 million Ethereum (CRYPTO: ETH) tokens, making it the world's largest Ethereum...
Via
Benzinga
Bitcoin Slips Under $116,000 While Cardano, Solana Lead Altcoin Selloff
↗
August 18, 2025
The selloff in the crypto market led to more than $550 million in liquidations over the past 24 hours, according to Coinglass data.
Via
Stocktwits
Topics
Economy
Solo Bitcoin Miner Hits Jackpot, Earns $360,000 After Beating Heavy Odds
↗
August 18, 2025
A solo Bitcoin (CRYPTO: BTC) miner solved an entire block on Sunday, earning a total reward of more than $360,000.
Via
Benzinga
1 of Wall Street’s Favorite Stock Worth Investigating and 2 Facing Challenges
August 18, 2025
Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings,...
Via
StockStory
Mexico's 3rd Richest Person Holds 80% Of Their Wealth In Bitcoin, Now They Plan To Make That A 100%: Here Is The Reason Why
↗
August 16, 2025
Mexican business magnate Ricardo Salinas Pliego has been a strong Bitcoin (CRYPTO: BTC) advocate for years and recently considered allocating the entirety of his wealth to the top cryptocurrency.
Via
Benzinga
BMNR: The Big Ethereum Opportunity Wall Street Can’t Ignore
↗
August 16, 2025
BMNR’s bold plan to own 5% of Ethereum could reshape the crypto market. Discover the institutional shift fueling ETH’s next bull run.
Via
InvestorPlace
Topics
Bankruptcy
Initial Public Offering
Religion
Ethereum Near All-Time High: 3 Stocks Stacking ETH in Treasuries
↗
August 15, 2025
Cryptocurrencies are on the rise, but this time it's Ethereum, not Bitcoin, making the headlines. These 3 stocks are making new highs thanks to ETH strategies.
Via
MarketBeat
Topics
Bonds
ETFs
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