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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
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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
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Additional Information
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Event Schedule
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Event Schedule
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Event Schedule
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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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Strategy Inc - Class A Common Stock
(NQ:
MSTR
)
269.51
+14.94 (+5.87%)
Official Closing Price
Updated: 4:15 PM EDT, Oct 31, 2025
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All News about Strategy Inc - Class A Common Stock
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Michael Saylor-Backed Strategy Resumes Bitcoin Buying Spree With $27 Million Purchase
October 13, 2025
Via
Stocktwits
Strategy Announces ATM and BTC Activity Updates
October 13, 2025
From
Strategy Inc
Via
Business Wire
Anthony Pompliano Says Bitcoin's Made Gold A 'Disastrous Investment'—How Come GLD Keeps Making New Highs?
October 13, 2025
Bitcoin (CRYPTO: BTC) is “the hurdle rate” that has made gold as measured by the SPDR Gold Trust
Via
Benzinga
How Bitcoin Could Help You Retire a Millionaire
October 13, 2025
You don't need a big up-front investment to become a Bitcoin millionaire.
Via
The Motley Fool
Strategy, Coinbase, Bitmine Surge In Pre-Market Trading: What's Driving Crypto Stocks Higher?
October 13, 2025
Cryptocurrency-linked equities were higher in pre-market trading on Monday, as major coins rallied sharply from the “Black Friday” crash.
Via
Benzinga
This Once-Red-Hot WallStreetBets Favorite Stock Is Cooling Fast: Momentum Score Tanks
October 13, 2025
A stock that once dominated on Reddit's infamous WallStreetBets community, and introduced the world to retail-driven "meme" stocks.
Via
Benzinga
Is Dogecoin a Millionaire Maker?
October 13, 2025
The canine-themed meme coin unexpectedly minted a lot of millionaires.
Via
The Motley Fool
Bitcoin’s $150,000 Dream by 2025: A Reality Check Amidst Unprecedented Volatility
October 12, 2025
October 12, 2025 – The cryptocurrency world has been abuzz for well over a year with bold predictions of Bitcoin (BTC) soaring to $150,000 by the close of 2025. This ambitious target, championed by a...
Via
BreakingCrypto
Topics
ETFs
Economy
Government
These 2 Cryptocurrency Stocks Are Riding Bitcoin's Record Highs
October 12, 2025
Bitcoin may be soaring, but these crypto stocks are doing even better.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Ferrari, Dow, And Applovin Are Among Top 10 Large Cap Losers Last Week (Oct. 6-Oct. 10): Are The Others In Your Portfolio?
October 12, 2025
Ten large caps led weekly declines on catalysts including arbitration risks, guidance cuts, SEC probes, downgrades, China softness, crypto slump, and a Dow plant fire.
Via
Benzinga
Topics
Regulatory Compliance
Stocks
Could Buying Strategy (MicroStrategy) Stock Today Set You Up For Life?
October 11, 2025
Can one of the best-performing stocks of the past five years keep it up over the long haul?
Via
The Motley Fool
Topics
ETFs
The Best Cryptocurrency to Buy With $500 Right Now
October 11, 2025
This under-the-radar cryptocurrency could be the next Ethereum.
Via
The Motley Fool
Topics
Artificial Intelligence
Here Are the 3 Tailwinds Behind Bitcoin's Latest Rally
October 11, 2025
These are exciting times for the king asset of the cryptocurrency sector.
Via
The Motley Fool
Topics
Economy
SentinelOne, monday.com, Manhattan Associates, Pegasystems, and Strategy Stocks Trade Down, What You Need To Know
October 10, 2025
A number of stocks fell in the afternoon session after President Trump threatened to increase import taxes on Chinese goods, reigniting trade war fears.
Via
StockStory
Topics
Government
Stocks
World Trade
Gold and Bitcoin Soar to Record Highs Amidst Escalating 'Debasement Trade' Fears
October 10, 2025
As of October 10, 2025, the financial markets are witnessing an extraordinary phenomenon: both gold and Bitcoin have surged to unprecedented record highs, driven by a powerful investment thesis known...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Derivatives
Bitcoin Treasuries Soar to $130 Billion, Cementing Digital Gold Status as Altcoins Strategically Diversify
October 10, 2025
October 10, 2025 – Bitcoin (BTC) has reached a monumental milestone, with its total institutional and corporate treasury holdings now exceeding an astounding $130 billion. This unprecedented...
Via
BreakingCrypto
Topics
Bonds
Derivatives
ETFs
Beyond the Peaks: Unpacking the Drivers and Dips of Gold, Silver, and Bitcoin's Record Run
October 09, 2025
In a period marked by profound economic uncertainty and shifting global sentiments, Bitcoin, gold, and silver have captivated financial markets, not through a simultaneous broad retreat, but by an...
Via
MarketMinute
Topics
Bonds
ETFs
Economy
Dogecoin Dips Amidst Broader Crypto Sector Volatility and Profit-Taking
October 09, 2025
October 9, 2025 - Dogecoin (DOGE) experienced a notable price decline today, trading primarily between $0.24 and $0.25 after briefly touching $0.26 earlier in the session. This dip, ranging from 2% to...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
3 Reasons to Buy Bitcoin Before January 2026
October 09, 2025
Bitcoin just hit a new all-time high above $125,000. But is it a buy?
Via
The Motley Fool
Topics
Economy
World Trade
Luxembourg Makes History: First Eurozone Nation’s Sovereign Wealth Fund Dives Into Bitcoin
October 09, 2025
In a landmark move poised to reshape the institutional perception of digital assets, Luxembourg has officially become the first Eurozone nation to allocate a portion of its sovereign wealth fund to...
Via
BreakingCrypto
Topics
ETFs
Economy
Strategy Announces Earnings Release Date and Live Video Webinar for Third Quarter 2025 Financial Results
October 09, 2025
From
Strategy Inc
Via
Business Wire
Bitcoin, Ethereum, And Other Major Cryptocurrencies Dip Ahead Of Powell’s Speech Amid Rising Dollar
October 09, 2025
Via
Stocktwits
Is Bitcoin a Millionaire Maker?
October 09, 2025
The world's top cryptocurrency still has a bright (but volatile) future.
Via
The Motley Fool
Topics
ETFs
Economy
Government
10 Information Technology Stocks Whale Activity In Today's Session
October 08, 2025
Via
Benzinga
Joseph Lubin Crowns Ethereum the ‘Premier Asset for Corporations,’ Igniting Institutional Gold Rush
October 08, 2025
London, UK – October 8, 2025 – Joseph Lubin, co-founder of Ethereum and CEO of ConsenSys, has unequivocally declared Ethereum (ETH) as the "premier asset for corporations," a statement that has sent...
Via
BreakingCrypto
Topics
Economy
Lawsuit
Regulatory Compliance
Cathie Wood Backed BitMine's 600% Stock Surge — But Kerrisdale Warns 'Premium Is Destined To Sink'
October 08, 2025
BitMine Immersion Technologies Inc (NASDAQ:BMNR) has been on a meteoric rise this year—up more than 600% since it began trading in June 2025—driven by its pivot from Bitcoin (CRYPTO: BTC) mining to an...
Via
Benzinga
CEA Industries Boosts BNB Holdings to $663 Million as Price Hits Record High
October 08, 2025
CEA Industries Inc. (NASDAQ:BNC) just announced combined crypto and cash holdings totaling $663 million, including 480,000 BNB tokens acquired at an average price of $860 per token. The announcement...
Via
PressReach
DevvStream Unveils $5.4 Million Crypto Treasury, Signaling New Era for Corporate Digital Asset Strategy and RWA Tokenization
October 08, 2025
October 8, 2025 – DevvStream Corp. (NASDAQ:DEVS), a prominent carbon management firm, today announced its latest crypto treasury holdings, revealing approximately $5.4 million in digital assets as of...
Via
BreakingCrypto
Topics
ETFs
Economy
Kerrisdale Capital Shorts Bitmine, Calls Ethereum Treasury Strategy ‘Basic And Unoriginal’
October 08, 2025
Via
Stocktwits
'Asia's MSTR' Metaplanet Meets Chart Level That Could Make Or Break It
October 08, 2025
Metaplanet Inc. (OTCQX:MTPLF) enters Q4 under the spotlight, with investors weighing a December shareholder meeting and bullish commentary from Strategy's (NASDAQ:MSTR) Michael Saylor against...
Via
Benzinga
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