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about us
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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
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Tamar Advisors
Own Your Practice
Letter to Clients
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contact us
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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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
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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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Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
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Coinbase Global, Inc.
(NQ:
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+15.27 (+4.65%)
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Updated: 4:00 PM EDT, Oct 31, 2025
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Coinbase CEO Brian Armstrong Says US Won't Become 'Crypto Capital Of The World' If One Policy Proposal Passes
October 10, 2025
Senate Democrats face backlash over DeFi broker rule as industry warns of a U.S. ban and $1T flight of crypto innovation.
Via
Benzinga
Angi, Chegg, Coinbase, Teladoc, and Fiverr Stocks Trade Down, What You Need To Know
October 10, 2025
A number of stocks fell in the afternoon session after President Donald Trump threatened to impose 'massive' new tariffs on Chinese goods.
Via
StockStory
Topics
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Supply Chain
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
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Derivatives
Mastercard, Coinbase Reportedly In Tug-Of-War For Stablecoin Startup BVNK — What’s Driving The Bidding War?
October 10, 2025
Via
Stocktwits
Sharps Technology Partners With Coinbase To Manage Solana Holdings Worth $447 Million
October 09, 2025
Via
Stocktwits
HashKey Targets Landmark $500M IPO in Hong Kong, Signaling New Era for Crypto Growth
October 10, 2025
Hong Kong's aspirations as a global digital asset hub are receiving a significant boost as HashKey Group, a leading cryptocurrency exchange operator, has confidentially filed for an Initial Public...
Via
BreakingCrypto
Topics
Economy
Initial Public Offering
Coinbase and Samsung Forge Alliance to Bring Crypto to 75 Million Americans
October 10, 2025
SAN FRANCISCO & SEOUL – October 10, 2025 – In a landmark move poised to dramatically accelerate mainstream cryptocurrency adoption, Coinbase (NASDAQ: COIN) and Samsung have significantly expanded their...
Via
BreakingCrypto
Topics
Derivatives
Coinbase Rolls Out Crypto Staking In New York – CEO Brian Armstrong Urges Other States To Follow Suit
October 08, 2025
Via
Stocktwits
Kalshi Doubles Valuation To $5B In Latest Funding Round: Report
October 10, 2025
According to a Bloomberg News report, citing a company spokesperson, with backing from Sequoia Capital and Andreessen Horowitz, Kalshi has raised over $300 million in this new investment round.
Via
Stocktwits
BNB, Solana Lead Decline Among Major Tokens As Bitcoin Consolidates Near $121K
October 10, 2025
On-chain analytics firm Glassnode said Bitcoin futures open interest remains high, with traders on both sides getting caught in sharp swings as the market undergoes a leverage reset.
Via
Stocktwits
Topics
ETFs
1 Unstoppable Cryptocurrency to Buy Before It Soars 1,219%, According to a Top Wall Street Analyst
October 10, 2025
Tom Lee from Fundstrat Global Advisors thinks Ethereum could transform the entire financial system.
Via
The Motley Fool
Bitcoin, Ethereum, XRP Edge Lower; Economists Flag Rise In Jobless Claims
October 10, 2025
Bitcoin was trading at $121,276.67 at the time of writing, while Ethereum dipped to $4,332.97, and XRP fell 0.3% to $2.80, according to CoinMarketCap data.
Via
Stocktwits
Topics
ETFs
Economy
Workforce
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
Gold's Golden Era: Dollar's Steep Decline Signals 'Seismic Shift' in Global Finance
October 09, 2025
The financial world is witnessing a monumental recalibration as the US dollar continues its significant depreciation against gold, a trend that began in earnest in 2021 and has accelerated...
Via
MarketMinute
Topics
Bonds
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 $0.26 earlier in the session. This dip, ranging from 2% to...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Based Eggman ($GGs) Soars Amidst Exploding BASE Network Activity in DeFi and Gaming
October 09, 2025
Based Eggman ($GGs), a memecoin built on Coinbase's (NASDAQ: COIN) Layer 2 scaling solution, BASE Network, is experiencing a significant surge in activity as of October 2025. This rapid ascent is...
Via
BreakingCrypto
CipherOwl Secures $15M to Supercharge AI-Driven Crypto Compliance on a Pivotal Day for Institutional Adoption
October 09, 2025
New York, NY – October 9, 2025 – In a significant development poised to accelerate the institutional embrace of digital assets, CipherOwl, an innovative startup specializing in AI-driven crypto...
Via
BreakingCrypto
Topics
Artificial Intelligence
Fraud
Sharps Technology Bets Big On Solana With New Coinbase Partnership
October 09, 2025
Sharps Technology Inc. (NASDAQ: STSS) collaborates with Coinbase to expand digital asset treasury strategy.
Via
Benzinga
Bitcoin, Ethereum, And Other Major Cryptocurrencies Dip Ahead Of Powell’s Speech Amid Rising Dollar
October 09, 2025
Via
Stocktwits
ARMUP BLOCKCHAIN FINANCIAL LTD launches its ARM platform for global expansion, reshaping the landscape of digital financial investment
October 09, 2025
Via
Binary News Network
Topics
Artificial Intelligence
The Great Monetary Exodus: Gold and Bitcoin Soar as Faith in Fiat Fades
October 08, 2025
A profound shift is underway in the global financial markets, as growing distrust in the US dollar and other major reserve currencies propels gold and Bitcoin to unprecedented record rallies. This...
Via
MarketMinute
Topics
Bonds
ETFs
Economy
Crypto's Public Awakening: Gemini Debuts on Nasdaq as Kraken Eyes $15 Billion Horizon
October 08, 2025
The year 2025 is rapidly cementing its reputation as the "Year of the Crypto IPO," a pivotal period witnessing a significant convergence of digital assets and traditional financial markets. At the...
Via
MarketMinute
Topics
ETFs
Economy
Initial Public Offering
HixMaxEx Forges Ahead: A New Era in Digital Financial Technology
October 08, 2025
HixMaxEx is rapidly asserting its position as a burgeoning leader in the digital financial technology sector, marked by a strategic global expansion and an unwavering commitment to innovation and...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Polygon PoS Network Unveils ‘Rio’ Upgrade: A Leap Towards Mass Adoption and a Reshaped DeFi Landscape
October 08, 2025
MUMBAI, INDIA – October 8, 2025 – In a monumental stride for blockchain scalability and mainstream adoption, the Polygon (MATIC) PoS Network officially deployed its highly anticipated 'Rio' upgrade to...
Via
BreakingCrypto
Coinbase Secures Landmark Approval for Crypto Staking in New York, Signaling Potential Regulatory Shift
October 08, 2025
NEW YORK, NY – October 8, 2025 – In a pivotal development for the cryptocurrency industry, Coinbase Global (NASDAQ: COIN) today announced it has received approval to offer crypto staking services to...
Via
BreakingCrypto
Sourcetable Unveils Sourcetable Quant, Giving Retail Investors Hedge Fund-Grade Analysis Across Stocks, Crypto, and More
October 08, 2025
The new tool combines advanced AI, secure credentialing, and limitless connections to democratize access to professional trading tools
Via
PRUnderground
Topics
Artificial Intelligence
BNB Hits Record $1,330 While Bitcoin, Ethereum Retreat Amid $650 Million Liquidations
October 08, 2025
Meme token Dogecoin saw the steepest decline among the top 10 cryptocurrencies, falling 4.3% in the last 24 hours.
Via
Stocktwits
Topics
Economy
Stocks
Altcoins Poised for Year-End Explosion as Bitcoin Dominance Peaks in October 2025
October 07, 2025
As October 2025 draws to a close, the cryptocurrency market is abuzz with anticipation: a significant year-end surge for altcoins, potentially exceeding 30%, is on the horizon. This forecast is largely...
Via
BreakingCrypto
Topics
Artificial Intelligence
Derivatives
ETFs
Japanese Real Estate Giant Lib Work Dives into Bitcoin with $3.3 Million Investment, Signaling Broader Corporate Crypto Trend
October 07, 2025
Tokyo, Japan – October 7, 2025 – In a significant move reverberating across both traditional finance and the burgeoning digital asset landscape, Japanese real estate technology company Lib Work (TYO:...
Via
BreakingCrypto
Topics
ETFs
Economy
Intellectual Property
The Great Convergence: How Hybrid Cryptocurrencies Are Reshaping Traditional Equities
October 07, 2025
October 7, 2025 – The financial world is witnessing a profound transformation as the lines between traditional equities and cryptocurrencies blur, giving rise to a dynamic hybrid landscape. This...
Via
BreakingCrypto
Topics
ETFs
Economy
Regulatory Compliance
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