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home
about us
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Firm ADV PDFs
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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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
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
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IREN Limited - Ordinary Shares
(NQ:
IREN
)
44.65
-3.59 (-7.44%)
Streaming Delayed Price
Updated: 11:36 AM EST, Jan 6, 2026
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Overview
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IREN Beats Q1 Estimates: What To Know
↗
November 06, 2025
Here's a look at the Q1 earnings report from IREN.
Via
Benzinga
IREN Reports Q1 FY26 Results
November 06, 2025
From
IREN
Via
GlobeNewswire
10 Information Technology Stocks With Whale Alerts In Today's Session
↗
November 06, 2025
Via
Benzinga
IREN Shares Rise After $9.7 Billion AI Cloud Deal With Microsoft
↗
November 05, 2025
IREN shares are trading higher Wednesday after the company recently signed a $9.7 billion AI cloud services agreement with Microsoft to deploy NVIDIA GB300 GPUs across its 750 MW Texas campus.
Via
Benzinga
Topics
Artificial Intelligence
Earnings Preview: Iris Energy
↗
November 05, 2025
Via
Benzinga
AI Stocks Slide Again, Bitcoin Dips Near $100,000: What's Moving Markets Thursday?
↗
November 06, 2025
After a brief and cautious rebound on Wednesday, risk-off sentiment returned sharply on Thursday, with AI-linked stocks leading a broad selloff across Wall Street and renewed pressure hitting crypto...
Via
Benzinga
Topics
Artificial Intelligence
Earnings Scheduled For November 6, 2025
↗
November 06, 2025
Via
Benzinga
Microsoft Just Gave Investors 9.7 Billion Reasons to Buy This Monster Artificial Intelligence (AI) Data Center Stock Hand Over Fist
↗
November 05, 2025
Cloud infrastructure services are swiftly becoming a hot commodity in the world of artificial intelligence (AI) infrastructure.
Via
The Motley Fool
Topics
Artificial Intelligence
10 Information Technology Stocks With Whale Alerts In Today's Session
↗
November 05, 2025
Via
Benzinga
Kevin O'Leary Says AI No Longer 'Hype,' But Real Driver Of Productivity As Bitcoin Miners Accelerate Shift Into AI Infrastructure Business
↗
November 05, 2025
Renowned investor and “Shark Tank” personality Kevin O’Leary acknowledged Tuesday the enhanced role of artificial intelligence and blockchain technology in driving cost efficiency and productivity...
Via
Benzinga
Topics
Artificial Intelligence
Jim Chanos Warns IREN Taking 'All The Risk' In $9.7 Billion Microsoft AI Pact: 'Deal Will Decrease EPS'
↗
November 05, 2025
Jim Chanos warns IREN is taking "all the risk" in Microsoft AI deal, claiming it will "decrease EPS" with returns below its cost of capital.
Via
Benzinga
Topics
Artificial Intelligence
The Best ETF for AI Infrastructure Investors
↗
November 04, 2025
This AI fund owns data centers and digital infrastructure, not software companies.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
10 Information Technology Stocks Whale Activity In Today's Session
↗
November 04, 2025
Via
Benzinga
Smart Money Sells Palantir, Quantum Computing, And Space Stocks; Gold Gives Up Momo-Induced Gains
↗
November 04, 2025
Smart Money Making Tactical Changes Please click here for an enlarged chart of Palantir Technologies Inc (NASDAQ:
Via
Benzinga
EXCLUSIVE: October's 12 Most-Searched Tickers On Benzinga Pro — Where Do Apple, Beyond Meat, Tesla Rank?
↗
November 04, 2025
The most-searched tickers on Benzinga Pro for October: themes like AI, meme stocks and quantum computing resonate with readers.
Via
Benzinga
Topics
Artificial Intelligence
These AI Developments Sent Shockwaves Through Wall Street on Monday
↗
November 04, 2025
OpenAI signed another massive AI deal.
Via
The Motley Fool
Topics
Artificial Intelligence
Jim Cramer Says Forget CoreWeave As He Reverses On IREN, Nebius: Past Doubts 'Don't Matter,' Amid 'That Much Demand'
↗
November 04, 2025
Jim Cramer reverses on IREN & Nebius, saying 'massive demand' for AI makes past doubts and his CoreWeave preference 'not matter.'
Via
Benzinga
Topics
Artificial Intelligence
Why Iren Stock Surged Today
↗
November 03, 2025
The artificial intelligence (AI) data center operator struck a blockbuster deal with Microsoft.
Via
The Motley Fool
Topics
Artificial Intelligence
IREN's 500% Stock Boom Hands Paul Tudor Jones An Eight-Figure Windfall
↗
November 03, 2025
Bitcoin (CRYPTO: BTC) mining stocks don't usually mint Wall Street legends a fresh fortune — but IREN Ltd (NASDAQ:IREN) just did.
Via
Benzinga
Kenvue, IDEXX Laboratories, Freshpet And Other Big Stocks Moving Higher On Monday
↗
November 03, 2025
Via
Benzinga
Microsoft Forges $9.7 Billion Cloud AI Pact with IREN, Securing NVIDIA’s Cutting-Edge Chips Amidst Surging Demand
November 03, 2025
In a landmark move poised to reshape the landscape of artificial intelligence infrastructure, Microsoft (NASDAQ: MSFT) has inked a colossal five-year, $9.7 billion cloud services agreement with...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
10 Information Technology Stocks With Whale Alerts In Today's Session
↗
November 03, 2025
Via
Benzinga
IREN, Cipher Bag Billion-Dollar AI Deals: Which Company Is Next?
↗
November 03, 2025
AI infrastructure providers are partnering with tech giants and cloud leaders as AI projects secure the power and hardware they need.
Via
Benzinga
Topics
Artificial Intelligence
Nvidia Stock Scores Price-Target Hikes On Latest AI Chip Deals
↗
November 03, 2025
Analysts showed their support for Nvidia stock on Monday as the artificial intelligence leader added several new AI-chip supply agreements.
Via
Investor's Business Daily
Topics
Artificial Intelligence
Buffett Sells Stocks – Here Is What Prudent Investors Should Do Now; OPEC+ Changes Stance
↗
November 03, 2025
Buffett Sells Stocks Please click here for a chart of Warren Buffett’s company Berkshire Hathaway Inc Class B (NYSE:
Via
Benzinga
Gapping stocks in Monday's session
↗
November 03, 2025
In today's session, there are notable price gaps in the US markets on Monday. Take a closer look at the stocks that are gap up and gap down.
Via
Chartmill
2 AI Infrastructure Stocks to Buy Now
↗
November 03, 2025
Power capacity and contracted megawatts matter more than chatbot demos.
Via
The Motley Fool
Topics
Artificial Intelligence
IREN Skyrockets After Sealing $9.7 Billion AI Cloud Deal With Microsoft
↗
November 03, 2025
Pre-market trading sees IREN shares up after securing $9.7B cloud contract with Microsoft, partnering with Dell.
Via
Benzinga
Topics
Artificial Intelligence
12 Information Technology Stocks Moving In Monday's Pre-Market Session
↗
November 03, 2025
Via
Benzinga
Microsoft Taps IREN For $9.7B AI Cloud Services Partnership
↗
November 03, 2025
IREN added that it has also agreed with Dell Technologies to purchase the GPUs and ancillary equipment for about $5.8 billion.
Via
Stocktwits
Topics
Artificial Intelligence
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