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home
about us
Investment Approach
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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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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
)
100.01
+3.16 (+3.26%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Aug 7, 2026
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Will Bitcoin Fall Below $50,000?
↗
June 15, 2026
History suggests that the coin could go even lower then $50,000 from here.
Via
The Motley Fool
Topics
Economy
Summer Is Coming–But There's No End in Sight for This Crypto Winter
↗
June 15, 2026
Bitcoin is in a macro-driven crypto winter that’s also affecting equities with crypto exposure. However, institutional support suggests milder losses and an eventual recovery.
Via
MarketBeat
Strategy Buys Bitcoin For $100M, But Peter Schiff Isn't Convinced: 'Sacrifice MSTR Shareholders?'
↗
June 15, 2026
Strategy Inc. (NASDAQ:MSTR) bought 1,587 Bitcoin
Via
Benzinga
Elon Musk Gets Shout Out From Strategy's Michael Saylor For 'Historic' SpaceX IPO: '25% Of The Mag8 Now Holds Bitcoin'
↗
June 14, 2026
Strategy Inc. (NASDAQ:MSTR) Chair Michael Saylor congratulated Elon Musk and Space Exploration Technologies Corp.
Via
Benzinga
Is Bitcoin the Safest Crypto to Own Right Now?
↗
June 14, 2026
The world's top cryptocurrency is still safer than the smaller altcoins.
Via
The Motley Fool
Topics
ETFs
Economy
Regulatory Compliance
The SpaceX IPO Is Finally Here. What Does It Mean for Bitcoin Investors?
↗
June 14, 2026
At the moment, crypto is bracing for impact.
Via
The Motley Fool
Topics
Initial Public Offering
With Bitcoin Down 21% in 1 Month, Is It Still Worth Buying and Holding Forever?
↗
June 13, 2026
Holders are dumping this coin, and it's probably a bit shortsighted.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Economy
These Are the Only 2 Cryptocurrencies I'm Comfortable Buying Right Now
↗
June 13, 2026
The crypto market's pullback is revealing that many valuations were based solely on hot air.
Via
The Motley Fool
Topics
Derivatives
Michael Saylor Fires Back: 'I Never Said The Company Wouldn't Sell Its Bitcoin'
↗
June 12, 2026
Michael Saylor addressed the backlash over Strategy Inc.’s (NASDAQ:MSTR) 32 Bitcoin
Via
Benzinga
A Look Back at Data Analytics Stocks’ Q1 Earnings: Strategy (NASDAQ:MSTR) Vs The Rest Of The Pack
June 11, 2026
Earnings results often indicate what direction a company will take in the months ahead. With Q1 behind us, let’s have a look at Strategy (NASDAQ:MSTR) and it...
Via
StockStory
Topics
ETFs
Strategy Just Made a Major Bitcoin Buy After Selling For the First Time Since 2022. What Does It Mean for Bitcoin Investors?
↗
June 11, 2026
The world's top Bitcoin hoarder is buying more Bitcoins again.
Via
The Motley Fool
Topics
Economy
Palo Alto Networks, Strategy, and C3.ai Shares Are Soaring, What You Need To Know
June 11, 2026
What Happened? A number of stocks jumped in the afternoon session after the Nasdaq rebounded, up 1.8%, as Trump's Iran peace deal announcement released the r...
Via
StockStory
Topics
Artificial Intelligence
Economy
Government
Is Bitcoin Going to $0? Here's the Honest Answer.
↗
June 11, 2026
Bitcoin skeptics love to predict its demise. Here's what would actually have to break.
Via
The Motley Fool
Topics
Economy
Bitcoin Sale Didn't Shake Institutional Investors, Says Strategy CEO, But Crypto Anarchist Retail Crowd Got The Jitters
↗
June 11, 2026
Strategy Inc. (NASDAQ:MSTR) CEO Phong Le said on Wednesday that institutional shareholders were not as unsettled by the company's Bitcoin
Via
Benzinga
Why Michael Saylor Selling Bitcoin Into A 'Bleeding Market' Is A Big Deal
↗
June 10, 2026
Strategy Inc.’s (NASDAQ:MSTR) sale of 32 Bitcoin
Via
Benzinga
The Grandest Castle Ever Floated (and the Stocks to Profit From It)
↗
June 10, 2026
The SpaceX IPO has Wall Street debating trillion-dollar valuations. Luke Lango argues the selloff it triggered is actually the buying opportunity investors have been waiting for in Corning, Ciena,...
Via
InvestorPlace
Topics
Artificial Intelligence
Initial Public Offering
Michael Saylor's Strategy To Go Bankrupt This Year? Crypto Punters Aren't Betting On That Outcome Despite Bitcoin Sale
↗
June 10, 2026
Strategy Inc. (NASDAQ:MSTR) may not be having the best of times, but cryptocurrency punters still view the prospect of the Bitcoin
Via
Benzinga
Topics
Bankruptcy
Crypto Winter Is Here: 3 Stocks To Put On Ice This Summer
↗
June 09, 2026
Bitcoin has fallen below $60,000 amid record ETF outflows and institutional selling, making MSTR, BLSH, and BITO the stocks most exposed to a crypto downturn.
Via
MarketBeat
Topics
Artificial Intelligence
ETFs
Government
Strategy and Diageo Show How a Universal Context Layer Can Simplify Data Complexity and Accelerate AI Readiness at Gartner Data & Analytics Summit London 2026
June 09, 2026
From
Strategy Inc
Via
Business Wire
Is There Any Reason Left to Buy Cryptocurrency in 2026?
↗
June 09, 2026
It has been hard to feel good about investing in this sector lately.
Via
The Motley Fool
Topics
Economy
Michael Saylor Touts STRC Dividend Win—Peter Schiff Calls It A Way To Prop Up Bitcoin
↗
June 08, 2026
Michael Saylor said Monday that Strategy (NASDAQ:MSTR) shareholders had approved an amendment moving STRC preferred dividends from monthly to semi-monthly.
Via
Benzinga
Strategy Acquires 1,550 Bitcoins, Senate Awaits Clarity Vote
↗
June 08, 2026
Strategy Inc (NASDAQ:MSTR) shares are rising Monday as crypto‑linked names bounce back from last week's selloff and the company confirms another
Via
Benzinga
Peter Schiff: MSTR Is At The 'Beginning Of The End' And Just Doing 'Damage Control'
↗
June 08, 2026
Strategy Inc. (NASDAQ:MSTR) added 1,550 Bitcoin
Via
Benzinga
Strategy Announces Approval of STRC Semi-Monthly Dividends
June 08, 2026
From
Strategy Inc
Via
Business Wire
Michael Saylor's Back: Strategy Buys 1,550 Bitcoin, MSTR Surges 6%
↗
June 08, 2026
Strategy Inc. (NASDAQ:MSTR) bought 1,550 Bitcoin
Via
Benzinga
Strategy Stock Is Down 75%: Has Billionaire Michael Saylor's Bitcoin Treasury Experiment Failed?
↗
June 08, 2026
The bears are taking a victory lap, but there's more to the story than the stock's dip.
Via
The Motley Fool
Michael Saylor Hints At Potential Bitcoin Acquisition As Strategy CEO Reaffirms Commitment To Grow BTC Holdings
↗
June 08, 2026
Strategy Inc. (NASDAQ:MSTR) Chair Michael Saylor hinted on Saturday that the firm could disclose fresh Bitcoin
Via
Benzinga
The Nasdaq Just Had Its Worst Day In Over A Year. The Jobs Market Lit The Fuse.
↗
June 08, 2026
Via
Chartmill
1 of Wall Street’s Favorite Stocks for Long-Term Investors and 2 We Ignore
June 08, 2026
Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remember...
Via
StockStory
Investors Are Selling Bitcoin ETFs. Here's Why Now's the Time to Buy.
↗
June 07, 2026
It can be smart to be greedy when others are fearful, and now is one of those times.
Via
The Motley Fool
Topics
ETFs
Economy
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