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home
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
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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TAF sm Program
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Back Dated Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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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
)
126.03
-6.90 (-5.19%)
Official Closing Price
Updated: 4:00 PM EDT, Mar 27, 2026
Add to My Watchlist
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All News about Strategy Inc - Class A Common Stock
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GPUS, SBET Lead Crypto Stocks Rally Following Bitcoin’s Surge To $96,000
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January 14, 2026
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The $100,000 Wall: Why Bitcoin Prediction Markets are Cooling in January 2026
January 13, 2026
As of mid-January 2026, the psychological and technical barrier of $100,000 remains the most contested territory in the digital asset space. While Bitcoin (BTC) entered the new year with a wave of...
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MSTR, BMNR Stocks Lag Crypto Equities While M&A News Takes Centre-Stage
↗
January 13, 2026
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Prague’s Digital Pivot: Speculation Mounts Over Czech National Bank’s Potential Bitcoin Reserve
January 12, 2026
PRAGUE — As the global race for sovereign digital asset dominance accelerates in early 2026, all eyes have turned to the Czech Republic. Speculation is reaching a fever pitch that the Czech National...
Via
BreakingCrypto
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Michael Saylor’s Strategy Buys Bitcoin Worth About $1.25B – Shares Rally
↗
January 12, 2026
Via
Stocktwits
Texas Legislation 2.0: Lone Star State Refiles Reserve Bill to Onboard Ethereum and Solana
January 12, 2026
AUSTIN, TEXAS — On January 12, 2026, Texas State Representative Giovanni Capriglione (R-Southlake) officially refiled a landmark piece of legislation aimed at drastically expanding the state's digital...
Via
BreakingCrypto
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Trump’s Tariff Shockwaves: Bitcoin Slumps to $89,060 as $516M Flees Spot ETFs
January 12, 2026
The "Trump Trade" that propelled the cryptocurrency market to historic heights throughout 2025 has met its most formidable adversary: the reality of a global trade war. Following the administration's...
Via
BreakingCrypto
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ETFs
Economy
The Digital Fort Knox: How the Trump Administration’s National Crypto Reserve is Redefining Global Finance
January 12, 2026
WASHINGTON, D.C. — As of January 12, 2026, the global financial landscape has been irrevocably altered by a series of tectonic shifts in U.S. policy. One year into the second Trump administration, the...
Via
BreakingCrypto
Topics
Artificial Intelligence
Economy
Government
Michael Saylor Hints At ‘Big Orange’ Bitcoin Buy As MSTR’s ‘Ironic’ $250 Million Bet Swells To $60 Billion
↗
January 12, 2026
Via
Stocktwits
Crypto Billionaire Michael Saylor Names Nvidia, Bitcoin Among 'Best Performing Assets' Of The Decade: Here's How They've Performed
↗
January 12, 2026
Strategy Inc. (NASDAQ:MSTR) Executive Chair Michael Saylor highlighted on Sunday that the company has surpassed Wall Street giants since adopting the
Via
Benzinga
Prediction: 2026 Will Be Known as the "Year of the Bubble" on Wall Street
↗
January 11, 2026
Up to four potential bubbles are threatening to burst in the new year.
Via
The Motley Fool
Topics
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Stocks
Should You Forget Bitcoin and Buy Dogecoin Instead?
↗
January 11, 2026
The dog token's much bigger trailing-10-year return can draw interest from some market participants.
Via
The Motley Fool
MSTR, COIN Stocks Gain After-Hours Gain As Bitcoin Tries To Hold $91,000
↗
January 08, 2026
Via
Stocktwits
Semler Outperforms Crypto Equities While Bitcoin Slips Below $91,000
↗
January 07, 2026
Via
Stocktwits
Got $500? 2 Cryptocurrencies to Buy and Hold for Decades
↗
January 11, 2026
The returns for Bitcoin and Ethereum during the past decade have just been too good to ignore.
Via
The Motley Fool
MicroStrategy Surges as Bitcoin Reclaims Momentum: The 'Proxy King' Reaffirms Its Crown
January 07, 2026
In a display of the intensifying correlation between digital assets and equity markets, shares of MicroStrategy (NASDAQ:MSTR) jumped more than 12% on January 7, 2026. The surge comes as Bitcoin...
Via
MarketMinute
Topics
Economy
Bitcoin’s High-Stakes Re-Test: Volatility Grips Markets as $90,000 Becomes the New Battleground
January 07, 2026
As the first week of 2026 draws to a close, the cryptocurrency market finds itself at a critical crossroads, with Bitcoin (BTC) locked in a high-stakes struggle to reclaim and hold the $90,000...
Via
MarketMinute
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ETFs
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What Is Buck? The New Crypto Token Offering Strategy Preferred Stock Rewards To Holders
↗
January 07, 2026
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Stocktwits
XXI Stock Rises Pre-Market Even As Company Clears Path For Share Resale
↗
January 06, 2026
Via
Stocktwits
MicroStrategy (MSTR) Stock Surges as Bitcoin Tests $91,000: The 2026 Corporate Treasury Revolution
January 07, 2026
Shares of MicroStrategy (NASDAQ:MSTR) experienced a significant double-digit jump during early trading on January 7, 2026, as Bitcoin (BTC) aggressively tested the $90,000 to $91,000 price levels. This...
Via
MarketMinute
Topics
ETFs
The Great Realignment: Institutional Titans Reshape Portfolios for a New Economic Era in 2026
January 07, 2026
As the first week of January 2026 draws to a close, the global financial landscape looks markedly different from the speculative fervor that defined much of the previous two years. Institutional...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
MicroStrategy (MSTR) Surges in 2026 as Bitcoin Strategy Secures Index Inclusion
January 07, 2026
In a high-stakes morning for the digital asset markets, MicroStrategy Inc. (Nasdaq: MSTR) saw its stock price jump approximately 6% in early trading on January 7, 2026. The surge follows a pivotal...
Via
MarketMinute
Topics
Regulatory Compliance
MSTR Avoids MSCI Exclusion, But Critics Warn That Risks Remain
↗
January 07, 2026
MSCI’s decision freezes index exposure for DATs, limiting future passive demand tied to new share issuance.
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Stocktwits
Topics
ETFs
Nvidia CEO Jensen Huang Joins Elon Musk, Michael Saylor In Calling Bitcoin ‘A Store Of Energy’
↗
January 07, 2026
Via
Stocktwits
MSTR Leads Crypto Stocks Rally Following MSCI Index Inclusion Update Even As Bitcoin Stalls At $93,000
↗
January 06, 2026
Via
Stocktwits
2 Software Stocks for Long-Term Investors and 1 We Brush Off
January 06, 2026
Software is eating the world, and virtually no business is left untouched by it. In the past, the undeniable tailwinds fueling SaaS companies led to lofty valuation multiples that made it easier to...
Via
StockStory
Topics
Artificial Intelligence
Stocks
Why Strategy (MSTR) Stock Is Down Today
January 06, 2026
Shares of bitcoin development company Strategy (NASDAQ:MSTR) fell 4.4% in the afternoon session after it disclosed a significant $17.44 billion unrealized loss for the fourth quarter. This stems from...
Via
StockStory
Topics
Artificial Intelligence
Supply Chain
The Silent Minority: SEC Enters 'Echo Chamber' Era as Commissioner Crenshaw Departs
January 06, 2026
The Securities and Exchange Commission (SEC) has officially entered a new and potentially volatile chapter in its 92-year history. As of January 6, 2026, the agency is operating with a 3-0 Republican...
Via
MarketMinute
Topics
Fraud
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Lawsuit
Dow Flirts With 49K as Venezuela Shock Supercharges Energy
↗
January 06, 2026
Via
Chartmill
Topics
Stocks
Crypto Stocks Steady After Hours With MSTR, ASST, BMNR Adding To Treasuries
↗
January 05, 2026
Most crypto stocks saw retail sentiment on Stocktwits improve as Bitcoin’s price remained above the $93,000 mark.
Via
Stocktwits
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