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Advantages of Our Bid Wanted System
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Advantages of Same Day Allocation
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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
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Strategy Inc - Class A Common Stock
(NQ:
MSTR
)
151.95
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EST, Dec 31, 2025
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All News about Strategy Inc - Class A Common Stock
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Navigating December's Rocky Start: How the Dow is Regaining Momentum
December 02, 2025
The Dow Jones Industrial Average (DJIA) kicked off December 2025 with a notable stumble, breaking a five-day winning streak and signaling a potential shift in market sentiment. Monday, December 1st,...
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The Retail Reckoning: Crypto Sell-Off Undermines Stock Market Support
December 02, 2025
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Bitcoin's Tumultuous Ride: Holding Below $90,000 Amidst Market Fluctuations
December 02, 2025
December 2, 2025 – Bitcoin (BTC) is currently navigating a challenging period, with its price firmly entrenched below the psychologically significant $90,000 mark. As of December 2, 2025, the world's...
Via
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Nasdaq Ignites Market Rally: Tech Stocks Lead Resurgent Gains on December 2, 2025
December 02, 2025
On December 2, 2025, the Nasdaq Composite spearheaded a significant market rally, with technology stocks driving a wave of renewed optimism across the broader financial landscape. This resurgence...
Via
MarketMinute
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Strategy Joins Open Semantic Interchange
December 02, 2025
From
Strategy Inc
Via
Business Wire
Can the Crypto Sector Bounce Back in 2026?
↗
December 02, 2025
A few catalysts could drive the market higher next year.
Via
The Motley Fool
Topics
ETFs
Economy
Regulatory Compliance
The Best Cryptocurrency to Buy With $100 Right Now
↗
December 02, 2025
Bitcoin is still the best crypto investment for cautious investors.
Via
The Motley Fool
Topics
ETFs
Disney’s Fox and Rabbit Steal the Show as Bitcoin Crash and Soft ISM Data Knock Wall Street Lower
↗
December 02, 2025
Wall Street started December in reverse: weak manufacturing data, higher bond yields and a brutal crypto sell-off weighed on risk appetite. A handful of stock stories - from Disney’s box-office win to...
Via
Chartmill
Topics
Bonds
Michael Saylor's Bitcoin-Leveraged Strategy Could Lead To Disaster For His Company, Says Ross Gerber: 'Are They Fit Enough To Survive?'
↗
December 01, 2025
Veteran investor Ross Gerber warned on Monday that Strategy Inc.’s (NASDAQ:MSTR) leveraged Bitcoin
Via
Benzinga
Cryptocurrency Market Plunges: Bitcoin Leads Trillion-Dollar Rout, Shaking Investor Confidence
December 01, 2025
The cryptocurrency market has been gripped by a significant selloff in late November and early December 2025, witnessing a dramatic plunge in Bitcoin's value and widespread declines across the altcoin...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
ETFs
Bitcoin Plunges: A Deep Dive into the December 1st Market Turmoil
December 01, 2025
Bitcoin (BTC) experienced a significant and sharp decline on December 1, 2025, sending ripples of concern and "risk-off" sentiment across global financial markets. The world's leading cryptocurrency,...
Via
MarketMinute
Topics
ETFs
Economy
Law Enforcement
Bitcoin's Plunge Drags Crypto Giants Like Coinbase into the Red
December 01, 2025
San Francisco, CA – December 1, 2025 – The cryptocurrency market is once again navigating turbulent waters as Bitcoin, the bellwether digital asset, suffers a significant selloff, sending shockwaves...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Derivatives
Bitcoin's Deepening Selloff: A Chill Spreads Across the Crypto Market and Beyond
December 01, 2025
The cryptocurrency market is grappling with a severe and deepening selloff in Bitcoin (BTC), sending shockwaves through the digital asset ecosystem and dragging down related public companies. Following...
Via
MarketMinute
Topics
Derivatives
ETFs
Economy
MicroStrategy's Bitcoin Bet Under Fire: Market Cap Plunges Below Crypto Holdings Amid Sharp Market Shock
December 01, 2025
In a dramatic turn of events in late November and early December 2025, MicroStrategy (NASDAQ: MSTR), a company that has famously transformed its corporate strategy to become a de facto Bitcoin...
Via
MarketMinute
Topics
Bonds
ETFs
Economy
Crypto Winter's Chill: Bitcoin Selloff Sparks Broader Market Tremors
December 01, 2025
The cryptocurrency market has been gripped by a significant and sharp selloff in late November and early December 2025, sending shockwaves through digital asset valuations and contributing to a...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Why Strategy (MSTR) Stock Is Trading Lower Today
December 01, 2025
Shares of bitcoin development company Strategy (NASDAQ:MSTR) fell 11.2% in the afternoon session after Bitcoin's price continued its sharp decline, hitting its lowest levels in months and dragging down...
Via
StockStory
Topics
Artificial Intelligence
Economy
1 Top Cryptocurrency to Buy Before It Soars 21,750%, According to Strategy's Michael Saylor
↗
December 01, 2025
The crypto sector has struggled lately, which could present a buy-the-dip opportunity.
Via
The Motley Fool
Topics
Government
Synopsys, Moderna, Strategy, Q32 Bio, Wolfspeed: Stocks Making The Biggest Moves Today
↗
December 01, 2025
Synopsys shares were up nearly 4% in Monday’s midday session after AI bellwether Nvidia announced a $2 billion investment in the company.
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
Economy
Bitcoin Falls Below $84,000, Triggering Nearly $1 Billion In Liquidations – MSTR, BMNR Lead Crypto Stocks Sell-Off
↗
December 01, 2025
Via
Stocktwits
Strategy Launches $1.44 Billion USD Reserve To Power Its Bitcoin 'Reactor'
↗
December 01, 2025
Strategy Inc. (NASDAQ:MSTR) has purchased 130 Bitcoin
Via
Benzinga
Crypto Correction and Nvidia Slip Derail Wall Street’s Winning Streak on December 1, 2025
December 01, 2025
New York, NY – December 1, 2025 – Wall Street today saw a significant reversal of fortune as a confluence of declining crypto-related stocks and a dip in tech giant Nvidia's performance pulled major...
Via
BreakingCrypto
Topics
Artificial Intelligence
Bonds
Derivatives
Wall Street's Winning Streak in Jeopardy as Crypto and Nvidia Drag Markets Lower
December 01, 2025
Wall Street is experiencing a significant pullback today, December 1, 2025, as a broad sell-off in crypto-related stocks and a notable dip in chip giant Nvidia (NASDAQ: NVDA) threaten to derail a...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Market Navigates Post-Holiday Crosscurrents: Nasdaq Stumbles in November as December Opens Cautiously
December 01, 2025
As financial markets returned from the Thanksgiving holiday weekend, investors were met with a complex landscape of conflicting signals. While Black Friday saw an immediate surge in major indices,...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
U.S. Markets Open December with a Downbeat Tone as Manufacturing Data Looms and Bitcoin Stumbles
December 01, 2025
The U.S. stock market has commenced December 2025 on a cautious note, with futures for the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite all pointing lower on the first trading day of the...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Government
A Bleak December Opening: Markets Sink, Bitcoin Plummets in Downbeat Start to the Month
December 01, 2025
December 1, 2025, has dawned with a distinct chill across global financial markets, as major indices including the Dow Jones Industrial Average (NYSE: ^DJI), S&P 500 (NYSE: ^GSPC), and Nasdaq Composite...
Via
MarketMinute
Topics
Economy
Stocks
Supply Chain
Tech and Crypto Tumble as December Opens with a Risk-Off Market Shift
December 01, 2025
As the calendar turned to December 2025, global financial markets greeted the new month with a notable downturn, as U.S. stock futures fell sharply, signaling a broad "risk-off" sentiment among...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
ETFs
MSTR Announces $1.44 Billion USD Reserve As BTC Holdings Hit 650,000 Amid Investor Concerns
↗
December 01, 2025
Strategy added 130 Bitcoin to its holdings last week at an average price of $89,960 per coin.
Via
Stocktwits
Topics
ETFs
Strategy Announces Establishment of $1.44 Billion USD Reserve and Updates FY 2025 Guidance
December 01, 2025
From
Strategy Inc
Via
Business Wire
(Micro)Strategy's Structural Reset: Why Markets Are Repricing MSTR Beyond Bitcoin
↗
December 01, 2025
The recent decline in Strategy's (NASDAQ:MSTR) stock price is not a simple pullback, nor is it a reaction driven by short-term sentiment. What is unfolding around MSTR is a broad structural repricing.
Via
Benzinga
1 Safe-and-Steady Stock for Long-Term Investors and 2 We Ignore
December 01, 2025
Stability is great, but low-volatility stocks may struggle to deliver market-beating returns over time as they sometimes underperform during bull markets.
Via
StockStory
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