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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
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Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
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
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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
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Client's Responsibilities
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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
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Total Asset Fund (TAF)
TAF® Program
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Additional Information
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TAF
Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
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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
)
269.51
+14.94 (+5.87%)
Official Closing Price
Updated: 4:15 PM EDT, Oct 31, 2025
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All News about Strategy Inc - Class A Common Stock
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Cathie Wood Says Bitcoin 'Owns The Cryptocurrency Space' — Here Is Why The Ark CEO Differs With Tom Lee On Ethereum
September 29, 2025
Veteran investor and cryptocurrency advocate Cathie Wood referred to Bitcoin (CRYPTO: BTC) as the “pure cryptocurrency” in an interview aired Saturday, indicating that it will always have an edge over...
Via
Benzinga
Cathie Wood Doubles Down: Bitcoin's Monetary Primacy Set to Eclipse Ethereum's Utility in the Long Run
September 28, 2025
In an increasingly dynamic digital asset landscape, the debate over which cryptocurrency will ultimately reign supreme continues to captivate investors and analysts alike. At the forefront of this...
Via
MarketMinute
Topics
ETFs
Economy
Regulatory Compliance
SWIFT Taps Ethereum Layer-2 Chain Linea, Bitcoin's Fall, Mark Cuban's Bitcoin ETF Observation And More: This Week In Crypto
September 28, 2025
It’s been quite a week in the world of cryptocurrency. From SWIFT’s decision to use Ethereum’s Layer-2 blockchain for stablecoin testing to Bitcoin’s price drop, here’s a quick recap of the top stories...
Via
Benzinga
Topics
ETFs
MSTR Stock Sees Retail Chatter Double Amid Bitcoin Slide – Stock Down 44% From Record Highs
September 26, 2025
Via
Stocktwits
Bitcoin on the Cusp of Parabolic Surge: Analysts Eye $123K Breakout in Q4 2025
September 27, 2025
The cryptocurrency market is currently buzzing with intense speculation surrounding Bitcoin's (BTC) potential for a monumental price surge. As of late September 2025, a growing chorus of analysts and...
Via
MarketMinute
Topics
ETFs
Economy
Government
Metaplanet Under Valuation Spotlight: Capital Group's Bitcoin Backing Ignites Market Debate
September 27, 2025
Tokyo-based Metaplanet (OTC:MTPLF), a company that has aggressively pivoted to a Bitcoin treasury model, finds itself at the epicenter of a significant valuation debate following a substantial...
Via
MarketMinute
Topics
Derivatives
ETFs
Crypto Carnage Unleashes Billions in Liquidations as Bitcoin and Ethereum Plunge
September 27, 2025
The cryptocurrency market is reeling from a dramatic downturn, dubbed "crypto carnage," witnessing billions of dollars in liquidations and a sharp plunge in the prices of major digital assets like...
Via
MarketMinute
Topics
Derivatives
ETFs
Economy
The End of an Era: Bitcoin Treasury Companies Grapple with Outdated Valuation Metrics as New Paradigms Emerge
September 27, 2025
The landscape for Bitcoin treasury companies is undergoing a profound transformation as the once-revered Market Value of Net Assets (mNAV) metric is increasingly deemed obsolete. By September 2025, a...
Via
MarketMinute
Topics
Regulatory Compliance
Fed Rate Cuts Spark Muted Turmoil, Fueling Long-Term Crypto Optimism
September 27, 2025
Washington D.C. & Global Crypto Markets – September 27, 2025 – The Federal Reserve’s recent decision to implement a 25 basis point interest rate cut on September 17, 2025, has sent ripples through the...
Via
MarketMinute
Topics
ETFs
Economy
Bitcoin's RSI Signals Deep Oversold Territory: A Potential Turning Point for Investors?
September 27, 2025
Bitcoin (BTC) is currently flashing a significant technical signal, with its daily Relative Strength Index (RSI) reaching levels not seen since April 2025. This plunge into oversold territory,...
Via
MarketMinute
Topics
ETFs
Economy
World Trade
SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates PINC, MTSR, ETNB on Behalf of Shareholders
September 27, 2025
From
Halper Sadeh LLC
Via
GlobeNewswire
MicroStrategy's Steep Descent: Bitcoin Volatility and Dilution Fears Rock MSTR Stock
September 27, 2025
MicroStrategy (NASDAQ: MSTR), once heralded as a pioneering corporate vehicle for Bitcoin investment, is currently navigating a tumultuous period as its stock has experienced a significant tumble. From...
Via
MarketMinute
Topics
Initial Public Offering
Benzinga Bulls And Bears: Oracle, Costco, NIO — And Wall Street Snaps Its Slide
September 27, 2025
Benzinga examined the prospects for many investors' favorite stocks over the last week — here's a look at some of our top stories.
Via
Benzinga
Bitcoin's Sub-$110,000 Plunge: PCE Inflation and Institutional Exits Rattle Digital Asset Markets
September 26, 2025
Bitcoin (BTC) has recently experienced a significant price correction, plummeting below the $110,000 mark around September 25-26, 2025. This downturn, which saw the premier cryptocurrency trading at...
Via
MarketMinute
Topics
Artificial Intelligence
Derivatives
ETFs
"Red September" Rocks Crypto Markets: Bitcoin Treasuries Crash 76% as Wall Street Retreats
September 26, 2025
September 26, 2025 – The cryptocurrency market is reeling from a dramatic downturn, with corporate Bitcoin treasuries experiencing a staggering 76% crash in acquisitions from their July 2025 peak. This...
Via
MarketMinute
Topics
ETFs
Economy
Regulatory Compliance
Crypto Market Rocked by $300 Billion Wipeout: 'Red September' Signals Maturation Amidst Macroeconomic Headwinds
September 26, 2025
September 2025 has etched itself into the annals of financial history as a period of profound upheaval for the cryptocurrency market. What some analysts are dubbing 'Red September' saw the collective...
Via
MarketMinute
Topics
ETFs
Economy
Bitcoin Plunges Below $110,000 as Accelerating PCE Inflation and Institutional Exits Rock Crypto Markets
September 26, 2025
Bitcoin (BTC-USD) has experienced a significant price decline, falling below the critical $110,000 mark by September 26, 2025. This sharp downturn is largely attributed to a dual assault of...
Via
MarketMinute
Topics
Artificial Intelligence
Derivatives
ETFs
Wall Street's Crypto Reckoning: Bitcoin Treasury Buying Crashes 76% Amid Institutional Pullback
September 26, 2025
New York, NY – September 26, 2025 – The cryptocurrency market is experiencing a significant paradigm shift as corporate Bitcoin treasury acquisitions have plummeted by a staggering 76%, signaling a...
Via
MarketMinute
Topics
Derivatives
ETFs
Economy
Crypto Carnage: Multiple $300 Billion Wipeouts Rock Digital Markets Amid Macroeconomic Headwinds
September 26, 2025
The cryptocurrency market has been gripped by a series of brutal downturns, witnessing multiple instances where over $300 billion in value has been erased in sharp, sudden corrections leading up to...
Via
MarketMinute
Topics
ETFs
Economy
Government
High-Momentum ETFs Shine: Gold, Silver, and Bitcoin Lead the Charge Amidst Global Uncertainty
September 26, 2025
As of late September 2025, high-momentum Exchange Traded Funds (ETFs) focused on gold, silver, and Bitcoin have emerged as leading performers in the financial markets, capturing significant investor...
Via
MarketMinute
Topics
ETFs
Economy
Bitwise Eyes Hyperliquid ETF: Mainstream Finance Embraces Decentralized Exchanges
September 26, 2025
In a groundbreaking move signaling a significant convergence of traditional finance and the burgeoning world of decentralized finance (DeFi), Bitwise Asset Management has officially filed for a spot...
Via
MarketMinute
Topics
ETFs
Regulatory Compliance
Looking Into Strategy's Recent Short Interest
September 26, 2025
Strategy's (NYSE: MSTR) short interest as a percent of float has fallen 6.74% since its last report. According to exchange reported data, there are now 21.17 million shares sold short, which is 8.03%...
Via
Benzinga
Fink Lauds Saylor: BlackRock's $86B Bitcoin ETF Strategy Rooted in MicroStrategy's Vision
September 26, 2025
In a significant validation of the once-controversial corporate Bitcoin strategy, Larry Fink, the influential CEO of BlackRock (NYSE: BLK), has publicly credited Michael Saylor, co-founder and...
Via
MarketMinute
Topics
Derivatives
ETFs
Regulators Intensify Scrutiny on Crypto Treasury Deals: Over 200 Firms Under Investigation for Suspicious Trading
September 26, 2025
The financial landscape is abuzz as the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA) have launched an extensive inquiry into more than 200 firms...
Via
MarketMinute
Topics
ETFs
Economy
Fraud
Crypto Market Rocked by Nearly $1 Billion in Liquidations as Ethereum and Bitcoin Lead Steep Sell-Off
September 26, 2025
The cryptocurrency market has been jolted by a massive wave of liquidations, with nearly $1 billion in leveraged positions wiped out in a swift downturn. Ethereum (ETH) and Bitcoin (BTC) bore the brunt...
Via
MarketMinute
Topics
Bonds
Derivatives
ETFs
Strategy's MSTR Plummets 7% To $300: What Does Technical Analysis Say?
September 26, 2025
Strategy (NASDAQ: MSTR) stock closed at $300.70 after sliding nearly 7% on Thursday, leaving the stock at one of the most critical points in its trading history.
Via
Benzinga
Why Strategy Stock Was Sinking This Week
September 26, 2025
Bitcoin's recent sluggishness and a worrying media report were dampening sentiment on the company.
Via
The Motley Fool
Topics
Economy
Regulatory Compliance
Should You Buy ARK 21Shares Bitcoin ETF (ARKB) While It's Under $40?
September 26, 2025
Bitcoin's six-figure price tag got you down? Cathie Wood's Bitcoin ETF offers the same crypto exposure for less than $40 per share.
Via
The Motley Fool
Topics
ETFs
Crypto Options Worth $22B To Expire Friday As Bitcoin Slips Below $109K – Solana Leads Altcoin Losses
September 26, 2025
Via
Stocktwits
Peter Schiff Predicts 'Brutal' Bear Market For Bitcoin Treasury Companies, Labels Michael Saylor's Business Strategy 'Harebrained'
September 26, 2025
Economist Peter Schiff warned Thursday of a severe bear market for Michael Saylor-led Strategy Inc. (NASDAQ: MSTR) and companies mimicking its Bitcoin (CRYPTO: BTC) treasury play.
Via
Benzinga
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