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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
-3.66 (-2.35%)
Streaming Delayed Price
Updated: 4:00 PM EST, Dec 31, 2025
Add to My Watchlist
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All News about Strategy Inc - Class A Common Stock
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"We're Always Buying Bitcoin" — Michael Saylor Says MSTR Is Safe Even If BTC Crashed 80%
↗
November 14, 2025
Michael Saylor reignited market attention Friday after posting "We are buying" on X and reaffirming that Strategy Inc.
Via
Benzinga
Bitcoin Plunges to 6-Month Low Below $96,000 Amid Fading Rate Cut Hopes
November 14, 2025
November 14, 2025 – Bitcoin, the world's leading cryptocurrency, experienced a dramatic nosedive today, falling below the critical $96,000 mark to hit a six-month low of $95,885.33. This precipitous...
Via
BreakingCrypto
Topics
Artificial Intelligence
ETFs
Economy
Divergent Fortunes: Tronix Rises Amidst Bitcoin and Sui Declines in a Mixed Crypto Market
November 14, 2025
November 14, 2025 – The cryptocurrency market is currently navigating a period of pronounced divergence, with Tronix (TRX) exhibiting remarkable resilience and even bullish momentum, while established...
Via
BreakingCrypto
Topics
Artificial Intelligence
ETFs
Economy
American Bitcoin (NASDAQ: ABTC) Stock Slides Despite Double Revenue: A Deep Dive into Market Sentiment and Crypto Mining’s Volatile Landscape
November 14, 2025
New York, NY – November 14, 2025 – American Bitcoin Corp. (NASDAQ: ABTC), the Bitcoin accumulation and mining platform co-founded by Eric Trump and Donald Trump Jr., delivered a robust third-quarter...
Via
BreakingCrypto
Topics
Artificial Intelligence
ETFs
Economy
Michael Saylor: Bitcoin to Eclipse Gold by 2035, But Market Reacts with Caution
November 14, 2025
Michael Saylor, the outspoken Executive Chairman of MicroStrategy (NASDAQ: MSTR), reignited the long-standing debate between Bitcoin (BTC) and gold in mid-November 2025, boldly predicting that the...
Via
BreakingCrypto
Topics
Artificial Intelligence
ETFs
Economy
Global Markets Reel as Bitcoin Plummets Below $100,000 Amidst Broad Risk-Off Wave
November 14, 2025
The global financial landscape is currently grappling with a significant downturn, characterized by a pervasive "risk-off" sentiment that has sent ripples across various asset classes. In a stark...
Via
MarketMinute
Topics
Derivatives
ETFs
Economy
Bitcoin Dips To $95,000 – Michael Saylor Reportedly Says MSTR Is ‘Buying A Lot’
↗
November 14, 2025
Strategy Executive Chairman Michael Saylor told CNBC that the company is “accelerating” its purchases and will be reporting new Bitcoin accumulation on Monday.
Via
Stocktwits
MSTR Stock On Track To Hit Year-Low After Strategy Moves More Than 47,000 BTC – But Saylor Says ‘HODL’
↗
November 14, 2025
Arkham Intelligence reported a dip in holdings to 437,431 BTC from more than 484,000 in the last 24 hours.
Via
Stocktwits
Topics
Derivatives
American Bitcoin Q3 Earnings Preview: What You Should Know About Eric Trump's Venture And Its Market Momentum
↗
November 14, 2025
American Bitcoin Corp. (NASDAQ: ABTC) is set to report its third-quarter financials before the market opens on Friday. Here's what to know.
Via
Benzinga
Topics
Government
Bitcoin Dips Below $97,000 Amid Concerns Over Fed Rate Cut — Spot BTC ETFs Record $870M In Outflows
↗
November 14, 2025
Via
Stocktwits
Topics
ETFs
Economy
Applied Materials, Nu Holdings, Strategy, Virgin Galactic And Tesla: Why These 5 Stocks Are On Investors' Radars Today
↗
November 13, 2025
The stock market experienced a significant downturn today, with tech stocks leading the decline.
Via
Benzinga
Strategy Stock Slides As Bitcoin Decline Weighs On Crypto-Linked Stocks
↗
November 13, 2025
Strategy Inc (NASDAQ:MSTR) shares are trading lower Thursday in tandem with a drop in Bitcoin
Via
Benzinga
Luxembourg Minister's Bitcoin Prediction Just Came True: "As Michael Saylor Says,..."
↗
November 13, 2025
Bitcoin (CRYPTO: BTC) gained a powerful boost in Europe as Luxembourg's finance minister openly backed the asset for long-term sovereign allocation, while the Czech Na
Via
Benzinga
PubMatic and Strategy Shares Are Falling, What You Need To Know
November 13, 2025
A number of stocks fell in the afternoon session after investor caution spread amid concerns that the rally in artificial intelligence stocks might have created a bubble.
Via
StockStory
Topics
Artificial Intelligence
Economy
Wall Street Falls On US Government Reopening Day, Bitcoin Slides To $100,000: What's Moving Markets Thursday?
↗
November 13, 2025
Risk sentiment deteriorated sharply on Thursday despite federal agencies reopening after the longest government shutdown in U.S. history, as investors aggressively repriced Fed rate-cut expectations...
Via
Benzinga
Topics
Economy
10 Information Technology Stocks With Whale Alerts In Today's Session
↗
November 13, 2025
Via
Benzinga
Navigating the Next Frontier: A Comprehensive Outlook on Bitcoin, Ethereum, and Altcoins in 2025 and Beyond
November 13, 2025
November 13, 2025 – As the cryptocurrency market closes out 2025, it finds itself at a pivotal juncture, characterized by a complex interplay of cautious optimism, groundbreaking technological...
Via
BreakingCrypto
Topics
Artificial Intelligence
ETFs
Economy
Michael Saylor’s Unwavering Bitcoin Conviction Amidst October-November 2025 Price Pullback
November 13, 2025
November 13, 2025 – The cryptocurrency market witnessed a significant test of its resilience between early October and early November 2025, as Bitcoin (BTC) experienced a notable price pullback from...
Via
BreakingCrypto
Topics
ETFs
Economy
Government
Central Banks and Nations Embrace Bitcoin: Czech National Bank Launches Test Portfolio, Taiwan Explores Strategic Reserves
November 13, 2025
In a landmark development signaling a significant paradigm shift in global finance, two distinct yet equally impactful moves by central banks and national governments have sent ripples through the...
Via
BreakingCrypto
Topics
ETFs
Economy
Regulatory Compliance
MSTR Slips 3% Even As Michael Saylor Lauds Bitcoin's Role As 'Digital Capital'
↗
November 12, 2025
Strategy Inc.
Via
Benzinga
10 Information Technology Stocks Whale Activity In Today's Session
↗
November 12, 2025
Via
Benzinga
Bitcoin's Post-US Shutdown Trajectory: A Boom Not Guaranteed Amidst Complex Market Dynamics
November 12, 2025
The recent resolution of the US government shutdown has, as anticipated by some, injected a dose of optimism into the financial markets. Historically, such resolutions have often been met with positive...
Via
MarketMinute
Topics
ETFs
Economy
Cypherpunk Technologies Emerges: Biotech Firm Pivots to Zcash, Igniting Privacy Coin Debate
November 12, 2025
New York, NY – November 12, 2025 – In a move that sent ripples across both the traditional financial markets and the burgeoning cryptocurrency ecosystem, Leap Therapeutics (NASDAQ: LPTX), a...
Via
BreakingCrypto
Institutional Tsunami: Digital Assets Surge into Mainstream Finance as Traditional Giants Embrace Crypto
November 12, 2025
The cryptocurrency landscape has undergone a monumental transformation from late 2023 through November 2025, witnessing an unprecedented surge in mainstream acceptance and institutional interest. What...
Via
BreakingCrypto
Topics
ETFs
Retirement
Ethereum Eyes Potential Year-End Rally as Analysts Forecast Significant Upside Amidst Key Upgrades and Institutional Inflows
November 12, 2025
November 12, 2025 – As 2025 draws to a close, the cryptocurrency market is buzzing with speculation surrounding a potential year-end rally for Ethereum (ETH). Despite a recent market dip that saw ETH...
Via
BreakingCrypto
Topics
ETFs
Economy
Bitcoin Holds the Line: A Deep Dive into the $100K-$105K Consolidation and What’s Next for Crypto in Late 2025
November 12, 2025
As of November 12, 2025, Bitcoin (BTC) is navigating a pivotal phase, firmly establishing a new trading range between $100,000 and $105,000. This sustained consolidation follows a remarkable year that...
Via
BreakingCrypto
Topics
Derivatives
ETFs
Economy
Strategy Shares Plunge as Bitcoin Retreats—More Pain Ahead?
↗
November 11, 2025
Via
MarketBeat
Novo Nordisk Rises Despite Metsera Loss, Slashes Wegovy Price In India
↗
November 11, 2025
Novo Nordisk shares are trading higher on Tuesday. The company recently lost its bidding war for Metsera Inc.
Via
Benzinga
Strive Inc. on a Rollercoaster: Unpacking the "Wild Ride" of a Bitcoin-Centric Stock
November 11, 2025
Strive Inc. (NASDAQ: ASST), a company that has strategically positioned itself as an asset management firm with a significant Bitcoin treasury, has been on a truly "wild ride" in the financial markets....
Via
MarketMinute
Topics
Bankruptcy
Economy
Initial Public Offering
SoFi Breaks Ground: First US National Bank to Offer Direct Crypto Trading
November 11, 2025
San Francisco, CA – November 11, 2025 – In a landmark move poised to reshape the landscape of digital asset adoption, SoFi Technologies Inc. (NASDAQ: SOFI) today announced the official launch of its...
Via
BreakingCrypto
Topics
ETFs
Economy
Regulatory Compliance
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