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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)
TAF sm Program
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Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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Ethereum Leads Gains After Record $1B ETF Inflows – Bitcoin, Altcoins Slide Ahead Of Inflation Data
↗
August 12, 2025
Via
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Topics
ETFs
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Is David Bailey About To Spend A Jaw-Dropping $1 Billion On Bitcoin? Here's What We Know
↗
August 12, 2025
David Bailey, the CEO of Bitcoin (CRYPTO: BTC) treasury company Nakamoto Holdings Inc., created a buzz on Monday by announcing a $1 billion BTC purchase.
Via
Benzinga
XRP Is Falling, But This Analyst Feels Now Is The 'Ideal' Entry Point Before New Highs
↗
August 12, 2025
XRP (CRYPTO: XRP) may have dipped on Monday, but an analyst believes this could be the "ideal" time to enter for those who have not yet invested.
Via
Benzinga
180 Life Sciences Skyrockets 54% In After-Hours Trading After Raising $156 Million To Buy Ethereum
↗
August 12, 2025
Shares of 180 Life Sciences Corp. (NASDAQ:ATNF) soared 54% in Monday’s after-hours trading after the biotechnology company completed a $156 million private offering to boost its Ethereum (CRYPTO: ETH)...
Via
Benzinga
Peter Thiel-Backed Crypto Company Upsizes IPO, Targets Nearly $5 Billion Valuation
↗
August 12, 2025
Cryptocurrency exchange Bullish increased the size and price of its upcoming initial public offering, according to a SEC filing on Monday.
Via
Benzinga
Topics
Initial Public Offering
Regulatory Compliance
Market Monitor News August 12 BMO - Tariff Truce, Chip Crosswinds, and a UFC Rights Bomb: Markets Catch Their Breath Before CPI
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August 12, 2025
Stocks cooled as traders braced for Tuesday’s inflation print, while Washington extended the China tariff pause,
Via
Chartmill
Topics
Economy
World Trade
Jeff Bezos's Company Opens Space Tourism To Bitcoin Payments - Here's How to Book Your Rocket Ride
↗
August 11, 2025
Space tourists can now use cryptocurrency to book their extraterrestrial trips on Blue Origin’s New Shepard, thanks to a partnership with Payment processing company Shift4 Payments, Inc. (NYSE:FOUR)...
Via
Benzinga
Ethereum Flips Bitcoin In Year-To-Date Gains: What's Fueling The Second-Largest Crypto's Rise?
↗
August 11, 2025
Ethereum (CRYPTO: ETH) flipped elder sibling Bitcoin (CRYPTO: BTC) in year-to-date gains Monday, as institutional interest fuels a sharp spike in the second-largest cryptocurrency.
Via
Benzinga
Bitcoin Nears All-Time High, VIX Dips: Cryptocurrency and Market Sentiment Indicators
August 11, 2025
Bitcoin (BTC) is once again making headlines, trading tantalizingly close to its all-time high, a testament to its enduring appeal and growing mainstream acceptance. Simultaneously, the CBOE Volatility...
Via
MarketMinute
Topics
Bonds
Derivatives
ETFs
Demystifying Strategy: Insights From 6 Analyst Reviews
↗
August 11, 2025
Via
Benzinga
10 Information Technology Stocks With Whale Alerts In Today's Session
↗
August 11, 2025
Via
Benzinga
What's Driving the Market Sentiment Around Strategy?
↗
August 11, 2025
Via
Benzinga
Strategy Acquires 155 BTC As Bitcoin, Ethereum ETF Flows Accelerate
↗
August 11, 2025
Strategy (CRYPTO: MSTR) on Monday announced it has expanded its Bitcoin (CRYPTO: BTC) holdings with the purchase of 155 BTC for approximately $18 million, at an average
Via
Benzinga
Topics
ETFs
BMNR Soars On Ethereum’s 4-Year High, As Bitcoin Approaches Record
↗
August 11, 2025
Via
Stocktwits
Dow Futures Edge Up As Wall Street Digests Earnings: NVDA, AMD, INTC, MSTR, AMC Among Stocks To Watch
↗
August 11, 2025
Via
Stocktwits
Topics
Stocks
Bitcoin Is Not The 'Scrappy Underdog' Anymore And You Can't Expect It To 10x Every 4 Years Forever, Says Analyst
↗
August 11, 2025
Bitcoin's (CRYPTO: BTC) four-year growth cycle, historically used by traders to time market peaks and corrections, continues to follow a trend of diminishing returns.
Via
Benzinga
Bitcoin Isn't A 'Special Asset' But Rather Highly Risk Prone: A Nasdaq Crash Will 'Crater' BTC, Says This Economist
↗
August 11, 2025
Macroeconomist Henrik Zeberg said on Saturday that Bitcoin (CRYPTO: BTC) and the Nasdaq stock index are in a tech-driven bubble, predicting a crash that could bring both assets back to 2022 levels.
Via
Benzinga
One of the Best Cryptocurrencies to Buy With $1,000 Right Now
↗
August 10, 2025
Bitcoin still has a bright future.
Via
The Motley Fool
Topics
ETFs
Economy
Government
Should You Forget XRP and Buy This Soaring Cryptocurrency Instead?
↗
August 09, 2025
After a slow start to the year, this cryptocurrency has seen a spectacular summer rally.
Via
The Motley Fool
Trump Family Eyes $1.5 Billion Nasdaq Treasury Company To Hold WLFI Token: Report
↗
August 09, 2025
World Liberty Financial, the Trump family’s crypto venture, is reportedly preparing to launch a publicly traded treasury company that will hold the family’s WLFI token and cash.
Via
Benzinga
Topics
Government
After Skyrocketing Over 3,000% in 5 Years, Can MicroStrategy Stock Continue to Rise Higher?
↗
August 08, 2025
The stock has been a big winner due to its growing bet on Bitcoin.
Via
The Motley Fool
Topics
Artificial Intelligence
Government
Michael Saylor Responds To US Gold Tariffs: 'Bitcoin Lives In Cyberspace, No Tariffs In Cyberspace'
↗
August 08, 2025
As the Trump administration imposes tariffs on imported gold, Strategy (NASDAQ:MSTR) Executive Chairman Michael Saylor offered a sharp contrast between physica
Via
Benzinga
Topics
Government
World Trade
Block's Bitcoin Holdings Surge Under New Accounting Rules—Now Worth Nearly A Billion Dollars
↗
August 08, 2025
Block Inc.‘s (NYSE:XYZ) investment in Bitcoin (CRYPTO: BTC) has surged in value, with the company’s holdings now worth nearly a billion dollars.
Via
Benzinga
XRP Gains Climb Past Ethereum, Solana, Cardano After Ripple-SEC Legal Battle Ends – Bitcoin Stalls
↗
August 08, 2025
Via
Stocktwits
Stock Market Today: S&P 500, Nasdaq 100 Futures Rise As Trump Appoints New Fed Governor—Beauty Health, RealReal, Twilio In Focus On Q2 Earnings
↗
August 08, 2025
U.S. stock futures rose on Friday after ending on a mixed note on Thursday. Futures of major benchmark indices were higher.
Via
Benzinga
Topics
Economy
Government
Stocks
10 Information Technology Stocks With Whale Alerts In Today's Session
↗
August 07, 2025
Via
Benzinga
Crypto Gains On Expectation That Trump Executive Order Will Greenlight 401(k) Access – Bitcoin, Dogecoin, Ethereum Prices Jump
↗
August 07, 2025
Via
Stocktwits
Topics
Government
2 Large-Cap Stocks to Keep an Eye On and 1 We Find Risky
August 07, 2025
Large-cap stocks usually command their industries because they have the scale to drive market trends. The flip side though is that their sheer size can limit growth as expanding further becomes an...
Via
StockStory
How Ethereum Treasury Companies Beat Out ETFs: Standard Chartered
↗
August 06, 2025
Ethereum (CRYPTO: ETH) treasury companies are rapidly emerging as a compelling alternative to U.S.-listed spot Ethereum ETFs, according to a Wednes
Via
Benzinga
Topics
ETFs
If You Invested $100 In This Stock 20 Years Ago, You Would Have This Much Today
↗
August 06, 2025
Via
Benzinga
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