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home
about us
Investment Approach
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Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
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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
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
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IREN Limited - Ordinary Shares
(NQ:
IREN
)
42.21
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EDT, Mar 18, 2026
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All News about IREN Limited - Ordinary Shares
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Should AI Stock Investors Be Worried About Oracle?
↗
October 13, 2025
Does Oracle have issues monetizing its AI servers?
Via
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Topics
Artificial Intelligence
Artificial Intelligence (AI) Stocks to Keep an Eye on During This Market Volatility
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October 13, 2025
Tech stocks took a massive hit on Friday.
Via
The Motley Fool
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Artificial Intelligence
Amazon and Microsoft Gave Amazing News to Nvidia and AI Stock Investors
↗
October 13, 2025
Microsoft announced a major Nvidia GB300 AI-computing cluster.
Via
The Motley Fool
Topics
Artificial Intelligence
IREN, Nebius Emerge As Top 'AI Utility' Picks As Expert Says Next Wave Of AI Trade Is 'Industrial'
↗
October 13, 2025
Discover why expert Shay Boloor calls IREN & Nebius top 'AI Utility' picks for the next industrial wave of the AI trade.
Via
Benzinga
Topics
Artificial Intelligence
Rocket Lab, MP Materials, And IREN Are Among The Top 10 Large-Cap Gainers Last Week (Oct. 6-Oct. 10): Are The Others In Your Portfolio?
↗
October 12, 2025
Via
Benzinga
IREN Stock's 50% Spike Powered By Nvidia GPUs
↗
October 10, 2025
IREN stock has surged more than 50% since late September when the company announced a game-changing purchase of GPUs.
Via
Benzinga
AMD, HOOD, IREN And More: 5 Stocks That Dominated Investor Buzz This Week
↗
October 10, 2025
Retail investors buzzed about five stocks this week, from Oct. 6 to Oct. 10 on platforms like X and Reddit’s r/WallStreetBets, amid government shutdown and AI enthusiasm.
Via
Benzinga
Topics
Artificial Intelligence
Bitfarms (NASDAQ: BITF) Stock Soars After Converting $300M Debt Facility for Pivotal AI Data Center
October 10, 2025
Crypto Miner's Strategic Shift Signals Broader Industry Evolution Towards High-Performance Computing October 10, 2025 – Bitfarms Ltd. (NASDAQ: BITF), a prominent North American energy and digital...
Via
BreakingCrypto
Topics
Artificial Intelligence
Supply Chain
Market Bifurcation: Tech Innovators Soar to 52-Week Highs While Consumer-Facing Giants Falter
October 10, 2025
October 10, 2025 – The financial markets are currently experiencing a pronounced divergence, with a select group of companies reaching new 52-week highs, propelled by technological innovation and...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Applied Digital Is The Latest AI Infrastructure Stock To Catch Fire
↗
October 10, 2025
Applied Digital stock leaped Friday after the operator of AI data centers reported a big surge in revenue in its latest quarter.
Via
Investor's Business Daily
Topics
Artificial Intelligence
WULF, MARA, CLSK, IREN Rally After Bernstein Says Bitcoin Miners Poised To Benefit From AI Boom: Report
↗
October 10, 2025
The firm cited miners’ access to high-density, pre-secured power capacity as a key advantage.
Via
Stocktwits
Topics
Artificial Intelligence
3 of the Most Overbought Stocks in the Market Right Now
↗
October 10, 2025
Several AI, data center, and defense stocks have surged to record highs, but some are now flashing extreme overbought signals.
Via
MarketBeat
Topics
Artificial Intelligence
IREN Stock Hits New 52-Week High: What's Driving The Action?
↗
October 09, 2025
IREN stock rally underscores soaring investor confidence in the company's pivot from Bitcoin mining to the booming artificial intelligence sector.
Via
Benzinga
Topics
Artificial Intelligence
10 Information Technology Stocks With Whale Alerts In Today's Session
↗
October 09, 2025
Via
Benzinga
Congressman's IREN Stock Bet Is Crushing It—Up 259% And Climbing
↗
October 09, 2025
A Congressman who has been buying Magnificent 7 stocks in 2025 may have made one of his best purchases by scooping up shares of IREN Ltd. (NASDAQ:IREN) earlier this year.
Via
Benzinga
The Artificial Intelligence (AI) Stock Wall Street Isn't Talking About -- Yet
↗
October 09, 2025
Neocloud stocks are becoming new favorites among artificial intelligence (AI) investors.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
IREN Prices $875 Million Convertible Notes Offering
October 09, 2025
From
IREN
Via
GlobeNewswire
IREN From $9 To $900? Eric Jackson Foresees Massive Upside For IREN Amid AI Pivot: '100x Wealth Machine'
↗
October 09, 2025
Prominent investor Eric Jackson, founder of EMJ Capital, has made a vocally bullish case for IREN Ltd.
Via
Benzinga
Topics
Artificial Intelligence
10 Information Technology Stocks Whale Activity In Today's Session
↗
October 08, 2025
Via
Benzinga
Pay Attention: Musk xAI-Nvidia Circular Deal, Oracle Report Shows Lower Margins on Renting Nvidia GPUs
↗
October 08, 2025
To gain an edge, this is what you need to know today.
Via
Benzinga
IREN Shares Are Sliding Today: What's Going On?
↗
October 08, 2025
IREN Ltd (NASDAQ:IREN) shares are moving lower on Wednesday following a proposed offering of convertible senior notes.
Via
Benzinga
Why Did IREN Energy Stock Slide Nearly 5% After Hours?
↗
October 07, 2025
The company said earlier that it has signed additional multi-year cloud services contracts with leading AI companies for NVIDIA Blackwell GPU deployments.
Via
Stocktwits
Topics
Artificial Intelligence
Bonds
12 Information Technology Stocks Moving In Tuesday's After-Market Session
↗
October 07, 2025
Via
Benzinga
IREN Stock Is Tumbling After The Bell: Here's Why
↗
October 07, 2025
IREN shares are falling in Tuesday's after-hours session after the company announced a proposed convertible notes offering.
Via
Benzinga
IREN Announces Proposed Convertible Notes Offering
October 07, 2025
From
IREN
Via
GlobeNewswire
10 Information Technology Stocks Whale Activity In Today's Session
↗
October 07, 2025
Via
Benzinga
CoreWeave's Unwavering $9 Billion Bid for Core Scientific: A High-Stakes Bet on the AI Future
October 07, 2025
CoreWeave's (NASDAQ: CRWV) CEO, Michael Intrator, has firmly stated that the company has no plans to alter its $9 billion all-stock offer to acquire Core Scientific (NASDAQ: CORZ), despite significant...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Supply Chain
From Bitcoin To AI: How IREN And Cipher Are Hosting Nvidia-Powered AI Workloads
↗
October 07, 2025
The Bitcoin (CRYPTO: BTC) mining bust just found its silver lining — and it's glowing green with Nvidia Corp (NASDAQ:NVDA)-powered AI.
Via
Benzinga
Topics
Artificial Intelligence
What's Going With IREN Stock On Tuesday
↗
October 07, 2025
IREN is surging after unveiling multi-year AI cloud deals for NVIDIA Blackwell GPUs, boosting visibility toward $500M ARR and a path to ~100k-GPU capacity.
Via
Benzinga
Topics
Artificial Intelligence
Tesla's Affordable Model Y Set to Electrify Market as IBM and Iren Double Down on AI
October 07, 2025
In a day marked by significant shifts in both the automotive and technology sectors, Tesla (NASDAQ: TSLA) is poised to unveil a long-anticipated, cheaper variant of its popular Model Y SUV, a move...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Electric Vehicles
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