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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
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
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
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Strategy Inc - Class A Common Stock
(NQ:
MSTR
)
100.01
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EDT, Aug 7, 2026
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All News about Strategy Inc - Class A Common Stock
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Strategy Makes Smallest Bitcoin Buy Since August, While BitMine’s ETH Holdings Surpass 3 Million
↗
October 20, 2025
Via
Stocktwits
Strategy Buys 168 BTC, But Plummeting MSTR/BlackRock Ratio Rings Alarm Bells
↗
October 20, 2025
Strategy Inc.
Via
Benzinga
Institutional Confidence Soars: 67% of Investors Bullish on Bitcoin’s Future Amidst Market Resilience
October 20, 2025
October 20, 2025 – A groundbreaking survey by Coinbase Institutional, titled "Navigating Uncertainty" and published on October 19, 2025, reveals a powerful resurgence of institutional confidence in...
Via
BreakingCrypto
Topics
Artificial Intelligence
Derivatives
ETFs
BitMine Stock Soars as Company Reaches Monumental 3.24 Million ETH Milestone, Solidifying Lead as Largest Ethereum Treasury
October 20, 2025
October 20, 2025 – BitMine Immersion Technologies (NASDAQ: BMNR) today announced a monumental achievement, revealing its Ethereum (ETH) holdings have surged to an astounding 3,236,014 tokens as of...
Via
BreakingCrypto
Topics
Artificial Intelligence
ETFs
Economy
Leveraged ETF Boom Raises Red Flags, Expert Warns
↗
October 20, 2025
Morningstar analyst Dan Sotiroff warns that the leveraged ETF boom, including new 5X filings, reflects speculative excess rather than genuine investing.
Via
Benzinga
Topics
ETFs
Is Strategy a Buy After Hedge Fund TB Alternative Assets Initiated a Position in the Stock?
↗
October 18, 2025
Via
The Motley Fool
5x Tesla, Bitcoin, Strategy ETFs In Doubt As SEC Signals Uncertainty During Shutdown
↗
October 17, 2025
SEC uncertain about approval for highly leveraged ETFs, raising concerns about leverage limits in U.S. market.
Via
Benzinga
Topics
ETFs
Regulatory Compliance
Bitcoin Falls Below $105,000, Pulling MSTR Lower – XRP And Solana Drop Amid Banking Jitters
↗
October 17, 2025
Bitcoin was the top trending ticker on Stocktwits on Friday morning, followed by MSTR’s stock and Ripple’s XRP token.
Via
Stocktwits
Could Dogecoin Be the Next Bitcoin?
↗
October 17, 2025
Only one of these cryptocurrencies has staying power.
Via
The Motley Fool
Topics
ETFs
Economy
The Golden Standard vs. Digital Dawn: Gold and Bitcoin Vie for Supremacy in a Volatile Market
October 16, 2025
As global financial markets navigate a landscape rife with geopolitical tensions, persistent inflation, and shifting monetary policies, investors are increasingly seeking refuge in assets beyond...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Collar Capital Bets Big On Salesforce (CRM) With a Purchase of 14K Shares
↗
October 16, 2025
Via
The Motley Fool
Tom Lee Just Declared 'A Bubble Burst'—Will BitMine And Strategy Be Ok?
↗
October 16, 2025
Tom Lee, chair of BitMine Immersion Technologies Inc. (AMEX:BMNR), has sounded the alarm on digital asset treasuries, warning that the sector is "running out of steam"
Via
Benzinga
10 Information Technology Stocks Whale Activity In Today's Session
↗
October 16, 2025
Via
Benzinga
Global Inflation Fuels Crypto’s Rise as a Digital Haven
October 16, 2025
October 16, 2025 – As global inflation continues its relentless march, eroding the purchasing power of traditional fiat currencies and shaking the foundations of conventional investment markets, a...
Via
BreakingCrypto
Topics
Bonds
ETFs
Economy
IMF Warns Global Debt Nears 100% Of GDP: Could Bitcoin Be The World's Safe Haven?
↗
October 16, 2025
The International Monetary Fund (IMF) has issued a new debt warning, revealing that global debt is rapidly approaching 100% of GDP.
Via
Benzinga
Global Inflation Pushes Investors to Crypto: A Digital Haven Amidst Economic Uncertainty
October 16, 2025
As global inflation surged from late 2020 and intensified through 2021 and 2022, a significant shift in investor sentiment began to take hold. Faced with the erosion of purchasing power in traditional...
Via
BreakingCrypto
Topics
ETFs
Economy
Government
Corporate Bitcoin Adoption Surges 40% in Q3 2025, Signaling New Era of Mainstream Integration
October 16, 2025
October 16, 2025 – A groundbreaking report from Bitwise Asset Management has sent ripples through the financial world, revealing an unprecedented 40% surge in corporate Bitcoin adoption during the...
Via
BreakingCrypto
Topics
ETFs
Economy
Corporate Bitcoin Adoption Surged 40% In Q3: Report
↗
October 16, 2025
Bitwise Asset Management's Q3 report shows 172 public companies holding Bitcoin, with a 28% increase in total value of corporate treasuries and over 1 million coins held. ETFs and traditional investors...
Via
Benzinga
Topics
ETFs
Better Buy for 2026: XRP (Ripple) or Bitcoin?
↗
October 16, 2025
Bitcoin and XRP have both set new highs this year.
Via
The Motley Fool
Topics
Bonds
ETFs
Government
$1000 Invested In Strategy 10 Years Ago Would Be Worth This Much Today
↗
October 15, 2025
Via
Benzinga
Bitcoin, Ethereum, Tesla On 5x Steroids: VolatilityShares Seeks SEC Approval For Its Wildest Ride Yet
↗
October 15, 2025
VolatilityShares files for 5x leveraged ETFs on Bitcoin, Ethereum, XRP, and Tesla, promising extreme gains (and extreme risk) for daring investors.
Via
Benzinga
Topics
ETFs
Regulatory Compliance
Crypto Market Reeling: Bitcoin, Ethereum, and Dogecoin Caught in Historic Liquidation Cascade
October 15, 2025
The cryptocurrency market experienced a profound and sudden downturn around October 10-11, 2025, sending shockwaves through the digital asset ecosystem. This event, now being dubbed by many as the...
Via
BreakingCrypto
Topics
ETFs
Economy
Government
Breaking Down Strategy: 9 Analysts Share Their Views
↗
October 15, 2025
Via
Benzinga
Bitcoin’s New Frontier: Cloud Mining Surges Amidst US Government’s Strategic Reserve in 2025
October 15, 2025
October 15, 2025 – The cryptocurrency world is buzzing with transformative developments as Bitcoin (BTC) cloud mining platforms mature into sophisticated, AI-optimized avenues for passive income, while...
Via
BreakingCrypto
Topics
Artificial Intelligence
ETFs
Economy
Billionaires Are Buying an ETF That Could Soar 18,234% If Michael Saylor of Strategy Is Right
↗
October 15, 2025
When billionaires buy a stock or exchange-traded fund, it can be a bullish indicator.
Via
The Motley Fool
Topics
ETFs
What the Options Market Tells Us About Strategy
↗
October 14, 2025
Via
Benzinga
Strategy, MetaPlanet, BitMine Get Company: Here's Who's Building A Binance BNB Treasury
↗
October 14, 2025
Following recent moves by Strategy (NASDAQ:MSTR), MetaPlanet (OTCQX:MTPLF), and BitMine Immersion Technologies (NYSE:BMNR) to expand
Via
Benzinga
Global Markets Tremble: Tariffs, Tensions, and Tapering Fears Trigger Synchronized Sell-Off
October 14, 2025
Global financial markets have been gripped by a wave of synchronized downturns, with cryptocurrency, traditional stocks, and oil prices experiencing significant dips from late 2024 through mid-2025,...
Via
MarketMinute
Topics
ETFs
Economy
Government
BitMEX Research Uncovers Persistent Positive Bias in Crypto Funding Rates, Signaling New Era of Market Stability
October 14, 2025
October 14, 2025 – BitMEX Research has today unveiled groundbreaking insights into the structural market bias pervading cryptocurrency funding rates, particularly in perpetual swaps. The release of...
Via
BreakingCrypto
Topics
Derivatives
'Asia's MicroStrategy' Metaplanet Down 70% Since June, Company Value Falls Below $3.4B Bitcoin Reserves
↗
October 14, 2025
Metaplanet Inc. (OTCQX:MTPLF) shares fell to $3.45 on Tuesday, extending a months-long slide that has erased 70% of the company's value and pushed its market capitalization below the worth of
Via
Benzinga
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