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home
about us
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Firm ADV PDFs
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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
Total Asset Fund (TAF)
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Back Dated Performance Reports
Quarterly Performance Reports
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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
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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
)
126.03
-6.90 (-5.19%)
Official Closing Price
Updated: 4:00 PM EDT, Mar 27, 2026
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4 Reasons Bitcoin Is (Still) the Smartest Long-Term Investment in Crypto
↗
March 27, 2026
There's little reason to expect the king of crypto be unseated anytime soon.
Via
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The Great Unwinding: MARA Holdings Sheds 15,000 Bitcoin in $1 Billion Debt Clearing Strategic Pivot
March 26, 2026
FORT LAUDERDALE, FL — In a move that signals the definitive end of the "HODL at all costs" era for public cryptocurrency miners, MARA Holdings, Inc. (NASDAQ: MARA) announced today, March 26, 2026, the...
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Main Street’s Revenge: The Great Rotation of 2026 Rewrites Market History
March 26, 2026
The financial landscape of 2026 has been defined by a singular, tectonic shift that few predicted would be this absolute: the definitive end of the mega-cap tech era and the roaring resurgence of the...
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The Bitcoin Ledger: A Deep-Dive into Strategy Inc.’s (NASDAQ: MSTR) Dual-Engine Model
March 26, 2026
In the high-stakes world of corporate finance, few stories are as polarizing or as transformative as that of Strategy Inc. (NASDAQ: MSTR), formerly known as MicroStrategy. Once a steady, if overlooked,...
Via
Finterra
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Coinbase Shares Slide 10% Amid Regulatory 'CLARITY' Leak and Market Shifts
March 25, 2026
The recent market volatility in the digital asset sector reached a fever pitch this week as shares of Coinbase Global, Inc. (NASDAQ: COIN) tumbled nearly 10%, marking one of the sharpest single-day...
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MarketMinute
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GameStop at the Crossroads: Retail Icon Set to Report Earnings as the 'Junior Berkshire' Pivot Takes Center Stage
March 24, 2026
As the closing bell approaches on Wall Street this Tuesday, March 24, 2026, all eyes are once again fixed on GameStop Corp. (NYSE: GME). The video game retailer, which transitioned from a struggling...
Via
MarketMinute
Topics
Earnings
Regulatory Compliance
Bitcoin’s Resilience: BTC Holds $70,000 Despite Equity Market Stress
March 24, 2026
As of March 24, 2026, the global financial landscape is fractured, yet Bitcoin (BTC) continues to project an image of stoic resilience. While traditional equity markets are reeling from a combination...
Via
MarketMinute
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GameStop's Q4 Earnings Preview: The "Omni-Holding" Pivot in Focus
March 24, 2026
As the closing bell approaches on March 24, 2026, the financial world is bracing for one of the most unconventional earnings reports in recent memory. GameStop Corp. (NYSE: GME) is set to release its...
Via
MarketMinute
Topics
Earnings
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Lawsuit
Digital Gold or High-Beta Tech? Bitcoin Reclaims $71,000 as Middle East De-escalation Sparks Global Relief Rally
March 23, 2026
In a dramatic turnaround for digital assets, Bitcoin surged past the $71,000 mark on Monday, March 23, 2026, marking a significant recovery from the geopolitical jitters that dominated the first half...
Via
MarketMinute
Topics
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Economy
Stocks
Strategy Buys Just 1,031 Bitcoin After Two Weeks Of $1B+ Purchases: What Changed?
↗
March 23, 2026
Strategy (NASDAQ:MSTR) purchased 1,031 Bitcoin
Via
Benzinga
Bitcoin’s Resilience: Crypto Holds Above $70,000 as Investors Weigh Digital Gold vs. Traditional Assets in Wartime
March 20, 2026
As of March 20, 2026, the global financial landscape remains gripped by geopolitical volatility, yet Bitcoin has once again defied the skeptics. Despite the shadow of "Operation Epic Fury"—the February...
Via
MarketMinute
Topics
Artificial Intelligence
Derivatives
ETFs
Here's Why Bitcoin Won't Go to Zero
↗
March 19, 2026
The coin completely collapsing is a lot less likely than is commonly imagined.
Via
The Motley Fool
Could Strategy Stock Help You Retire a Millionaire?
↗
March 19, 2026
For this exercise, becoming a millionaire over a 30-year time horizon would require a 100-fold price increase.
Via
The Motley Fool
Topics
Bonds
Retirement
MicroStrategy Shares Plunge 6.5% as Bitcoin Breaks Below $72,000 Support
March 19, 2026
TYSONS CORNER, VA — Shares of MicroStrategy Inc. (NASDAQ:MSTR) tumbled 6.5% in heavy trading on Thursday, March 19, 2026, as Bitcoin (BTC) decisively broke below the critical $72,000 psychological...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Regulatory Compliance
Strategy Could Own 1 Million Bitcoin By September—Here's The Math
↗
March 19, 2026
Strategy (NASDAQ:MSTR) could hit 1 million Bitcoin
Via
Benzinga
Michael Saylor Changed Tactics To Buy More Bitcoin: What It Means For MSTR
↗
March 19, 2026
Strategy (NASDAQ:MSTR) executive chairman Michael Saylor is increasingly turning to alternative funding channels to finance its Bitcoin
Via
Benzinga
The Bitcoin Treasury Titan: An In-Depth Research Feature on MicroStrategy (MSTR)
March 19, 2026
Date: March 19, 2026 Introduction In the high-stakes world of corporate finance, few entities have polarized the market as intensely as MicroStrategy Incorporated (NASDAQ: MSTR). Once a stalwart of the...
Via
Finterra
Topics
Artificial Intelligence
ETFs
Regulatory Compliance
Data Analytics Stocks Q4 Earnings: Palantir Technologies (NASDAQ:PLTR) Firing on All Cylinders
March 18, 2026
Let’s dig into the relative performance of Palantir Technologies (NASDAQ:PLTR) and its peers as we unravel the now-completed Q4 data analytics earnings seaso...
Via
StockStory
Why Strategy (MSTR) Stock Is Sliding Wednesday
↗
March 18, 2026
Strategy Inc Class A (NASDAQ:MSTR) shares are trading lower Wednesday amid a drop in the price of Bitcoin
Via
Benzinga
Strategy Just 23,000 Bitcoin Away From Surpassing BlackRock As Largest Holder
↗
March 18, 2026
Strategy (NASDAQ:MSTR) holds 761,068 Bitcoin
Via
Benzinga
Bitcoin Proxy Or Safer Bet? Strategy's STRC Shows Historic Low Volatility, Far Below Bitcoin’s Risk Levels
↗
March 18, 2026
STRC has a 66% correlation with Strategy’s Class A common stock.
Via
Stocktwits
Topics
Regulatory Compliance
GEMI Stock Falls On Citi Downgrade – MSTR, BLSH, RIOT Shares Drop After Price Target Cuts
↗
March 18, 2026
The firm said it was revising its outlook across multiple crypto-linked equities after slashing its 12-month price targets on Bitcoin and Ethereum.
Via
Stocktwits
Winners And Losers Of Q4: Strategy (NASDAQ:MSTR) Vs The Rest Of The Data Analytics Stocks
March 17, 2026
As the Q4 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 Str...
Via
StockStory
Addentax Group (ATXG) Targets Massive Fintech Expansion with Bid for 20 Online Lending Platforms
March 17, 2026
In a sweeping move that signals a total transformation of its corporate identity, Addentax Group (Nasdaq: ATXG) announced today, March 17, 2026, that it has entered mature negotiations to acquire up to...
Via
MarketMinute
Topics
Artificial Intelligence
Michael Saylor Touts MSTR’s $1.6 Billion Bitcoin Gain – But It Masks Paper Loss Of Over $1B
↗
March 17, 2026
In a post on X, Strategy executive chairman Michael Saylor shared that MSTR’s Bitcoin holdings have clocked a gain of over $1.6 billion so far this year.
Via
Stocktwits
Strategy, BitMine Make Biggest 2026 Buys Before Fed Meeting—Is There More To It?
↗
March 17, 2026
Strategy (NASDAQ:MSTR) acquired 22,337 Bitcoin
Via
Benzinga
Topics
Economy
Dow, S&P 500, Nasdaq Futures Slip On Iran Risks, Fed Jitters Even As Oil Slips: Why NBIS, MU, MSTR, BMNR, NUAI Are In Focus
↗
March 16, 2026
Investors are now watching the Federal Reserve’s rate decision along with key U.S. economic data and earnings.
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
Economy
Bitcoin Reclaims $74,512: Institutional Powerhouse Drives Major Crypto Rebound
March 16, 2026
NEW YORK — In a resounding display of market resilience, Bitcoin (BTC) surged to $74,512 today, March 16, 2026, marking a pivotal recovery for the world’s largest cryptocurrency. This rally, which...
Via
MarketMinute
Topics
ETFs
Economy
Why Bitcoin Is Crushing It Today, Up 3.7%
↗
March 16, 2026
The world's largest cryptocurrency is back to ripping higher, but can this move continue?
Via
The Motley Fool
MSTR’s Michael Saylor Challenges Chamath Palihapitiya’s AI Thesis – Why Quantum Computing Could Break Everything, Not Just Bitcoin
↗
March 16, 2026
The discussion followed Palihapitiya sharing a note titled “The Collapse of Terminal Value,” which questioned how AI could reshape the way markets value companies.
Via
Stocktwits
Topics
Artificial Intelligence
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