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Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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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
)
162.23
+4.90 (+3.11%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 12, 2026
Add to My Watchlist
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All News about Strategy Inc - Class A Common Stock
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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
Strategy Buys 21,021 More Bitcoin In $2.46 Billion Bet On BTC
↗
August 04, 2025
Via
Stocktwits
If You Invested $100 In This Stock 20 Years Ago, You Would Have This Much Today
↗
August 06, 2025
Via
Benzinga
Bitcoin Drops Below $114K With XRP, Solana, Dogecoin Leading The Slide – ETF Outflows Hit $1.3B Over the Last 4 Days
↗
August 06, 2025
Via
Stocktwits
Topics
ETFs
Is Bitcoin Still a Millionaire Maker?
↗
August 06, 2025
The amount you will need to invest in Bitcoin to become a millionaire might surprise you.
Via
The Motley Fool
Topics
World Trade
VAPE Stock Pops As Company Rebrands, Adopts BNB In $500 Million Crypto Pivot —Changpeng Zhao's VC Firm Leads Investment
↗
August 06, 2025
Shares of CEA Industries Inc.
Via
Benzinga
Peter Schiff Says Gold Outperformed Bitcoin, Michael Saylor's Strategy Since Trump's Win — Here Is The Bigger Picture
↗
August 06, 2025
Bitcoin (CRYPTO: BTC) and its proxy stock Strategy Inc.
Via
Benzinga
Topics
Government
Tom Lee Believes Strategy Could Become The Biggest Company If Bitcoin Hits $1 Million: Michael Saylor Is 'Changing The Reality' Of The Stock Market
↗
August 06, 2025
Financial analyst Tom Lee predicted Tuesday that Michael Saylor-led Strategy Inc. (NASDAQ:MSTR) could become the largest company in the stock market, especially if Bitcoin (CRYPTO: BTC) hit
Via
Benzinga
US Market Under Pressure: Amazon, Eastman Chemical, and Hims & Hers Among Top Losers
August 05, 2025
The U.S. stock market experienced a turbulent start to August 2025, marked by significant declines for several prominent companies. This downturn, following a volatile end to July, has left investors...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Intellectual Property
Coinbase, Circle, Metaplanet Stocks Tumble: What's Driving The Decline?
↗
August 05, 2025
A wave of sharp drawdowns across crypto-exposed equities like Coinbase (NASDAQ:COIN), Circle (NYSE:CRCL), and Metaplanet (OTC:MTPLF) i
Via
Benzinga
Bitcoin Struggles To Hold $115,000 – Solana, Ethereum, Dogecoin Show Strength
↗
August 05, 2025
Via
Stocktwits
Ethereum Treasury Wave Sweeps Walls Street: This Company Now Holds Nearly 4x More ETH Than Vitalik Buterin
↗
August 05, 2025
BitMine Immersion Technologies, Inc. (AMEX:BMNR) is aggressively investing in Ethereum (CRYPTO: ETH), with its current holdings far exceeding those of the network's co-founder, Vitalik Buterin.
Via
Benzinga
Can XRP Hit $4 by 2026?
↗
August 05, 2025
XRP has almost hit $4 twice this year. Is the third time the charm?
Via
The Motley Fool
This BlackRock ETF Could Soar 18,000%, According to Billionaire Michael Saylor
↗
August 05, 2025
The billionaire has gained tremendous credibility in recent years.
Via
The Motley Fool
Topics
ETFs
Tom Lee Calls Ethereum The 'Biggest Macro Trends For The Next 10–15 Years' As BitMine Becomes Largest ETH Holder With $3 Billion Treasury
↗
August 05, 2025
Fundstrat Global Advisors Head of Research Tom Lee said Ethereum (CRYPTO: ETH) is among the “biggest macro trends for the next 10-15 years” as BitMine Immersion Technologies Inc. (AMEX:
Via
Benzinga
1 Nasdaq 100 Stock to Own for Decades and 2 We Find Risky
August 05, 2025
While the Nasdaq 100 (^NDX) is filled with cutting-edge technology and consumer companies, not all are on solid footing. Some are dealing with declining demand, high costs, or regulatory pressures that...
Via
StockStory
Crypto's Maturation in 2025: ETFs Drive Institutional Inflows, RWAs Bridge TradFi, and AI Forges New Frontiers
August 04, 2025
The cryptocurrency market in 2025 is undergoing a profound transformation, shedding its nascent image to emerge as a more mature and integrated component of the global financial landscape. This...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
ETFs
The Digital Tsunami: Institutional Giants Embrace the Crypto Frontier
August 04, 2025
The financial world is witnessing a seismic shift as institutional investors increasingly embrace digital assets, moving them from the fringes of speculative investment to a core component of...
Via
MarketMinute
Topics
Derivatives
ETFs
Economy
BitMine Stock Is Trading Higher Monday: What's Going On?
↗
August 04, 2025
BitMine shares are trading higher Monday after the company announced it has acquired 833,137 Ethereum in 35 days.
Via
Benzinga
Bill.com, PagerDuty, Semrush, PubMatic, and MicroStrategy Stocks Trade Up, What You Need To Know
August 04, 2025
A number of stocks jumped in the morning session after the Software as a Service (SaaS) sector rebounded following the sell-off in the previous trading session as a weaker-than-expected U.S. jobs...
Via
StockStory
Topics
Economy
World Trade
SharpLink Ups Ethereum Bets, Closes In On 500,000 ETH Holdings
↗
August 04, 2025
SharpLink Gaming Inc. (NASDAQ:SBET) has continued its aggressive expansion into digital assets with a fresh $66.63 million purchase of
Via
Benzinga
Strategy Insiders Buy In While Analysts Predict Big Upside
↗
August 04, 2025
Strategy insiders are buying preferred shares, and the analysts like it. However, risks remain for this Bitcoin proxy, and common stockholders may lose.
Via
MarketBeat
Strategy's Options: A Look at What the Big Money is Thinking
↗
August 04, 2025
Via
Benzinga
Eric Trump Advises To Buy Bitcoin, Ethereum Dips — Last Time He Said This, The Two Coins Fell To Their Yearly Lows In Barely 45 Days
↗
August 04, 2025
Eric Trump, the executive vice president of The Trump Organization, is at it again, advising investors to accumulate Bitcoin (CRYPTO: BTC) and Ethereum (CRYPTO: ETH) amid the market's pullback.
Via
Benzinga
Topics
Government
XRP Rallies While Crypto Stocks Rise – Bitcoin Steady After Weekend Selloff
↗
August 04, 2025
Via
Stocktwits
DJT Falls As Trump Media Floats Utility Token Concept, Posts $20 Million Quarterly Loss
↗
August 04, 2025
Trump Media & Technology Group Corp. (NASDAQ:DJT) saw its shares drop 3.81% to $16.92 on Friday after posting a $20 million net loss for the second quarter ended June 30.
Via
Benzinga
Topics
Government
Pudgy Penguins Reverses Downsides, Beats Bitcoin, Dogecoin In 24-Hour Gains — Analyst Expects Another 24% Upside If This Happens
↗
August 04, 2025
Non-fungible token-tied cryptocurrency Pudgy Penguins (PENGU) rose sharply Sunday, capping a volatile week on a high.
Via
Benzinga
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