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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
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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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Back Dated Performance Reports
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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
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Additional Information
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Back Dated Performance Reports
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Event Schedule
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Event Schedule
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
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Data Analytics Stocks Q3 Highlights: Amplitude (NASDAQ:AMPL)
January 05, 2026
As the Q3 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the data analytics industry, including Amplitude (NASDAQ:AMPL) and its peers.
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January 05, 2026
The first full trading week of 2026 has opened with a dramatic surge for the digital asset sector, led by a powerful performance from Coinbase Global, Inc. (NASDAQ: COIN). On January 5, 2026, shares of...
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Strategy (MSTR) Shares Skyrocket, What You Need To Know
January 05, 2026
Shares of bitcoin development company Strategy (NASDAQ:MSTR) jumped 5.3% in the morning session after the company announced another significant Bitcoin purchase, which happened as the cryptocurrency's...
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StockStory
Michael Saylor Hints At Fresh Bitcoin Purchases, While Peter Schiff Questions How Strategy Will Pay
↗
December 29, 2025
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Stocktwits
Strategy Adds 1,287 Bitcoin To Up Holdings To 673,000 BTC As MSTR Jumps 4%
↗
January 05, 2026
Strategy Inc. (NASDAQ:MSTR) bought 1,287 Bitcoin
Via
Benzinga
The Biggest Risk To MSTR Isn't MSCI Delisting Or Bitcoin’s Price Crashing, Says Analyst
↗
January 05, 2026
According to Jeff Dorman, the chief investment officer at Arca, the biggest threat to MSTR is if its stock price doesn’t rise alongside Bitcoin.
Via
Stocktwits
MSTR, COIN, CLSK Gain As Crypto-Linked Stocks Rally After Bitcoin Breaks Above $93,000
↗
January 04, 2026
Strategy executive chairman Michael Saylor’s post on X sparked speculation about whether the company will buy more Bitcoin or add to its USD reserves on Monday.
Via
Stocktwits
Topics
ETFs
Stocks
The Great Decoupling: Bitcoin’s 30% Plunge Challenges the 'Safe-Haven' Narrative
January 02, 2026
The digital asset market has entered 2026 on shaky ground as Bitcoin (BTC) struggles to find its footing following a bruising 30% correction from its October 2025 peak. After surging to an all-time...
Via
MarketMinute
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Strategy (MSTR) Stock Is Up, What You Need To Know
January 02, 2026
Shares of bitcoin development company Strategy (NASDAQ:MSTR) jumped 3.4% in the afternoon session after the price of Bitcoin rose and investment bank Benchmark reaffirmed its 'Buy' rating on the...
Via
StockStory
Michael Saylor Says Bitcoin Makes MSTR 'Interesting,' But Polymarket Aren't So Sure
↗
January 02, 2026
Strategy Inc. (NASDAQ:MSTR) executive chairman Michael Saylor says Bitcoin
Via
Benzinga
Prediction: A Single Bitcoin Will Be Worth $150,000 in 1 Year
↗
January 02, 2026
If the pace of institutional adoption picks up, a return to form for Bitcoin is likely in 2026.
Via
The Motley Fool
Topics
Derivatives
Government
MSTR Options Exposure Dwarfs Tesla, Nvidia, Meta – Michael Saylor Says Bitcoin Makes The Stock ‘Interesting’
↗
January 02, 2026
According to a post by Saylor on X, Strategy’s options open interest has climbed to roughly 86% of its market capitalization.
Via
Stocktwits
Topics
Derivatives
Bitcoin Eyes $100,000: Technical Breakout Above 21-Day Moving Average Signals 2026 Bull Charge
January 01, 2026
As the sun rises on January 1, 2026, the cryptocurrency market is shaking off the "tactical bruises" of a volatile fourth quarter. Bitcoin (BTC) is currently trading in a tight range between $87,000...
Via
MarketMinute
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Artificial Intelligence
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3 Profitable Stocks with Warning Signs
December 31, 2025
While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies - as Jeff Bezos said, "Your margin is my...
Via
StockStory
The Bitcoin Proxy: An In-Depth Analysis of MicroStrategy (MSTR)
December 31, 2025
As of December 31, 2025, MicroStrategy Inc. (NASDAQ: MSTR) stands as one of the most polarizing and fascinating case studies in modern corporate finance. No longer viewed simply as a legacy software...
Via
PredictStreet
Topics
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3 Reasons to Buy XRP Before February 2026
↗
December 31, 2025
A big day for XRP investors is coming up in February.
Via
The Motley Fool
Topics
ETFs
4 Cryptocurrency Predictions for 2026
↗
December 31, 2025
The new year looks to be a mixed bag for cryptocurrencies, with silver linings being offset by potential disappointments from some of the most influential digital currencies.
Via
The Motley Fool
Topics
Government
Stocks
Insiders Made Their Bets in 2025—These Were the Top 5 Stocks They Bought
↗
December 30, 2025
Insiders bought these stocks heavily in 2025, but investors should be wary; only some of them are good buys for 2026 portfolios.
Via
MarketBeat
Topics
Artificial Intelligence
Michael Saylor Dismisses Bitcoin Quantum Threat With A Message From The Hitchhiker’s Guide: ‘Don’t Panic’
↗
December 30, 2025
Michael Saylor dismissed fears that quantum computing poses an imminent threat to Bitcoin’s security in a recent interview with David Gokhshtein.
Via
Stocktwits
Topics
Economy
Got $1,000? 2 Cryptocurrencies to Buy and Hold for Decades
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December 30, 2025
These two longtime crypto winners are must-adds for your portfolio in 2026.
Via
The Motley Fool
Palantir Stock Is Up 150% in 2025. History Says This Will Happen Next.
↗
December 30, 2025
Most Wall Street analysts think Palantir is undervalued, but history tells a different story.
Via
The Motley Fool
Topics
Artificial Intelligence
MSTR, BMNR Stocks Fall Despite New Crypto Buys As Bitcoin Fails To Hold $90K
↗
December 29, 2025
Robinhood, Coinbase and Gemini shares also took hit after price cuts from analysts at Needham.
Via
Stocktwits
Topics
ETFs
Stocks
Strategy Buys 1,229 BTC At $88,000, But Peter Schiff Isn't Impressed
↗
December 29, 2025
Strategy Inc. (NASDAQ:MSTR) has acquired another 1,229 BTC for $108.8 million at an average price of $88,568 per Bitcoin
Via
Benzinga
MSTR, BMNR, And Other Crypto-Linked Stocks Slip While Bitcoin, Ethereum Post Weekend Gains
↗
December 28, 2025
Via
Stocktwits
1 Thing Every Cryptocurrency Investor Needs to Know About Bitcoin Treasuries
↗
December 28, 2025
It's important to know how these companies operate, and the risk involved, if you're thinking about investing.
Via
The Motley Fool
Topics
Bonds
Michael Saylor Once Mirrored Warren Buffett And 'Dr Doom' While Predicting Bitcoin's 'Days Are Numbered' — It Was A 'Big Mistake'
↗
December 28, 2025
Michael Saylor, co-founder of Strategy Inc. (NASDAQ:MSTR), stands as one of Wall Street’s most prominent Bitcoin (CRYPT
Via
Benzinga
The Iron Ledger: Russia’s Strategic Pivot to Crypto Trading Reshapes the Global Financial Frontier
December 25, 2025
As of late 2025, the global financial landscape is witnessing a profound and paradoxical transformation. While Western regulators have spent the year cementing frameworks focused on consumer protection...
Via
MarketMinute
Topics
Economy
Regulatory Compliance
Betting on the 'Santa Squeeze': Unusual Options Activity Surges as 2025 Draws to a Close
December 25, 2025
As the sun sets on 2025, the U.S. stock market is not entering the quiet holiday lull typical of decades past. Instead, a massive surge in "unusual options activity" is signaling a high-stakes...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
The Dangerous Consensus: Why Gold, Silver, and Equities are Defying Gravity in Late 2025
December 25, 2025
As the final trading days of 2025 draw to a close, the global financial markets find themselves in the grip of a phenomenon that has left traditional economists baffled and portfolio managers on edge....
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
5 Beloved Stocks on Wall Street I'd Sell Right Now
↗
December 25, 2025
Some of the most popular stocks on Wall Street may have a challenging path forward in the new year.
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Stocks
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