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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
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
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Strategy Inc - Class A Common Stock
(NQ:
MSTR
)
151.95
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EST, Dec 31, 2025
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All News about Strategy Inc - Class A Common Stock
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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
Bitcoin’s $100,000 Dance: A Crucial Test of Market Resilience
November 11, 2025
Bitcoin has been on a rollercoaster ride, captivating global investors as it navigates the critical $100,000 psychological threshold. After achieving a monumental all-time high exceeding $126,270 in...
Via
BreakingCrypto
Topics
ETFs
Economy
Crypto Market Quakes: Bitcoin and Ethereum Face $1.2 Billion Exodus as Solana Surges with $118 Million Inflow
November 11, 2025
The cryptocurrency market witnessed a dramatic reallocation of capital in the week ending November 8, 2025, as a staggering $1.17 billion flowed out of digital asset investment products. The brunt of...
Via
BreakingCrypto
Topics
ETFs
Economy
MSTR Stock Slides Toward Seven-Month Low After Strategy Sets €80 Preferred Stock Price
↗
November 07, 2025
Via
Stocktwits
Can Bitcoin's 3% Weekend Move Be Sustained? Let's Dive In
↗
November 10, 2025
Bitcoin's weekend move higher has legs, according to some interesting data under the hood.
Via
The Motley Fool
Tom Lee: 'BitMine Is Halfway To Owning 5% Of Ethereum'
↗
November 10, 2025
BitMine Immersion Technologies Inc. (NYSE:BMNR) shares rose 6.4% Monday after the company announced its Ethereum (CRYPTO: ETH) holdings reached 3.5 million tokens, valued at $13.2 billion in total
Via
Benzinga
Donald Trump Fueled Bitcoin's Rise Beyond $100,000 — Can BTC Survive His 2028 Exit?
↗
November 10, 2025
Bitcoin (CRYPTO: BTC) may face its biggest political stress test yet in 2028 when President Donald Trump leaves office and the pro-crypto admin
Via
Benzinga
Topics
Government
Strategy Buys 487 BTC But MSTR Teeters Below $240
↗
November 10, 2025
Strategy Inc. (NASDAQ:MSTR) on Monday confirmed a new $50 million Bitcoin (CRYPTO: BTC) purchase, even as its stock slumped into a critical
Via
Benzinga
Crypto’s Legal Renaissance: Institutional Embrace Demands Specialized Digital Asset Law
November 10, 2025
The digital asset landscape, as of November 2025, is undergoing a profound and irreversible transformation, increasingly defined by the dual forces of escalating institutional involvement and an...
Via
BreakingCrypto
Topics
Artificial Intelligence
ETFs
Economy
1 Top Cryptocurrency to Buy Before It Soars 50%, According to Billionaire Michael Saylor of MicroStrategy
↗
November 10, 2025
This investor puts his money where his mouth is, and he's predicting big returns.
Via
The Motley Fool
1 Top Cryptocurrency to Buy Before It Soars 50% By the End of the Year, According to Michael Saylor of Strategy (MicroStrategy)
↗
November 10, 2025
Can Bitcoin really hit $150,000 by the end of the year?
Via
The Motley Fool
Topics
Government
Kazakhstan Unveils National Crypto Reserve: A Blueprint for Regulated Digital Asset Integration
November 10, 2025
ASTANA, Kazakhstan – November 9, 2025 – In a landmark move poised to reshape the global landscape of digital asset regulation and adoption, Kazakhstan has officially initiated the establishment of a...
Via
BreakingCrypto
Topics
ETFs
Economy
TSLA, PLTR, IREN And More: 5 Stocks That Dominated Investor Buzz This Week
↗
November 08, 2025
Retail investors talked up five hot stocks this week (Nov. 3–7) on X and Reddit's r/WallStreetBets: TSLA, PLTR, MSTR, AMD, IREN.
Via
Benzinga
Bitcoin’s Ascent Continues: Analysts Predicted 2-6 Month Path to New Highs, and the Data Delivered
November 07, 2025
In late 2024 and early 2025, the cryptocurrency world buzzed with optimistic forecasts regarding Bitcoin's (BTC) trajectory. A consensus emerged among leading analysts and financial institutions:...
Via
BreakingCrypto
Topics
ETFs
Economy
Bitcoin’s $100K Tango: A New Normal or a Pre-Halving Pause?
November 07, 2025
November 7, 2025 – Bitcoin (BTC) is currently navigating a pivotal phase, hovering around the $100,000 mark after a significant surge that saw it reach an all-time high of over $126,270 on October 6,...
Via
BreakingCrypto
Topics
Artificial Intelligence
ETFs
Economy
Forward Industries Ignites Solana Ecosystem with Multi-Billion Dollar Treasury Bet
November 07, 2025
New York, NY – November 7, 2025 – In a move poised to reshape corporate treasury strategies and significantly bolster the Solana ecosystem, Forward Industries (NASDAQ: FORD), a company historically...
Via
BreakingCrypto
Topics
Regulatory Compliance
Markets Reel as Dow Plummets 300 Points, Nasdaq Slides, and Bitcoin Tumbles Amid Renewed Economic Fears
November 07, 2025
New York, NY – November 7, 2025 – Global financial markets are experiencing a significant downturn today, November 7, 2025, as the Dow Jones Industrial Average (DJIA) dropped over 300 points, the...
Via
MarketMinute
Topics
Bonds
Economy
Stocks
Crypto Market Rocked by Trillion-Dollar Liquidity Crisis as Bitcoin Dips Below $100,000
November 07, 2025
The cryptocurrency market is currently grappling with a severe liquidity crisis, witnessing a staggering trillion-dollar wipeout in its total market capitalization. This dramatic downturn, intensifying...
Via
BreakingCrypto
Topics
ETFs
Economy
Fraud
Crypto Market Shaken as Bitcoin Retreats Below $100,000, Triggering Devastating Sell-Off in Major Crypto Stocks
November 07, 2025
The cryptocurrency market has recently endured a significant and unsettling sell-off, with Bitcoin (BTC) experiencing a critical retreat below the psychologically pivotal $100,000 mark in early...
Via
BreakingCrypto
Topics
Artificial Intelligence
ETFs
Economy
Tokenized Equities Forge Unbreakable Bridge Between TradFi and Crypto: A 2025 Reality Check
November 07, 2025
The convergence of traditional finance (TradFi) and the burgeoning cryptocurrency ecosystem is no longer a distant vision but a rapidly unfolding reality, primarily driven by the advent and explosive...
Via
BreakingCrypto
Topics
Artificial Intelligence
ETFs
Economy
MicroStrategy’s Bitcoin Gambit: Upsized Offerings Spark Investor Caution as MSTR Slides
November 07, 2025
November 7, 2025 – MicroStrategy (NASDAQ: MSTR), now formally known as Strategy™, continues its audacious multi-billion-dollar Bitcoin (BTC) acquisition strategy, but its latest upsized stock offerings...
Via
BreakingCrypto
Topics
Economy
Bybit and Backed Unleash Tokenized Nvidia and MicroStrategy on Mantle Blockchain, Redefining RWA Accessibility
November 07, 2025
Singapore – November 7, 2025 – In a landmark move poised to reshape the landscape of traditional finance and decentralized ecosystems, leading cryptocurrency exchange Bybit has announced a significant...
Via
BreakingCrypto
Topics
Economy
MSTR Falls To $230 Despite Strategy's Upsized Stock Offering
↗
November 07, 2025
Strategy Inc.
Via
Benzinga
Strategy Announces Pricing of Initial Public Offering of € Denominated STRE Stock
November 07, 2025
From
Strategy Inc
Via
Business Wire
1 of Wall Street’s Favorite Stock to Own for Decades and 2 We Avoid
November 06, 2025
The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%. But investors should take these forecasts with a grain of salt because...
Via
StockStory
3 Small AI Stocks Ready to Explode (All Under $20)
↗
November 06, 2025
Via
MarketBeat
Topics
Artificial Intelligence
Bitcoin’s $100,000 Crossroads: MVRV Indicator Signals Local Bottom Amidst Market Volatility
November 06, 2025
November 6, 2025 – The cryptocurrency market is abuzz as Bitcoin (BTC) navigates a critical juncture around the psychologically significant $100,000 mark. On-chain analytics, particularly the Market...
Via
BreakingCrypto
Topics
Artificial Intelligence
ETFs
Economy
Michael Saylor's Bitcoin Plan Has A Cost — Strategy Must Pay $689M Just To HODL
↗
November 06, 2025
Strategy Inc.
Via
Benzinga
Bitcoin Battles Below $110,000: A Market in Flux on November 6, 2025
November 06, 2025
November 6, 2025 – Bitcoin (BTC) is currently navigating a challenging period, trading consistently below the crucial $110,000 mark. As of today, the leading cryptocurrency is hovering around $102,000...
Via
BreakingCrypto
Topics
ETFs
Economy
Regulatory Compliance
Robinhood’s Ambitious Crypto Horizon: Treasury Debates, Soaring Revenues, and a Global 10-Year Vision
November 06, 2025
San Francisco, CA – November 6, 2025 – Robinhood Markets (NASDAQ: HOOD), the popular commission-free trading platform, is making significant waves in the cryptocurrency space, signaling a profound...
Via
BreakingCrypto
Topics
ETFs
Earnings
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