Menu
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
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 Buy Currently
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
Sample Portfolio
Sample Portfolio Analysis
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 sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
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
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
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Latest News about Dispensaries
Recent news which mentions Dispensaries
Too Many Cannabis Shops, Too Small Profit: How To Play The Municipal Game In The Legal Weed Era
June 17, 2024
Tags
Government
New Jersey
Benzinga
From
Benzinga
'A Huge Milestone': New Jersey Surpasses 100 Cannabis Dispensaries In Rapid Expansion
May 22, 2024
Tags
Market News
Dispensaries
Top Stories
From
Benzinga
Cannabis Dispensaries Outnumber McDonald's Across US: 'It's All About Location'
March 25, 2024
Tickers
CCC
MCD
Tags
Retail Sales
Dispensaries
Top Stories
From
Benzinga
A Weed Tourist's Guide To Las Vegas
June 17, 2023
Tags
Travel
contributors
General
From
Benzinga
Find Legal Weed Near You: NY's First Woman-Owned Shop, Mike Tyson In Amsterdam, Latest In US & Beyond
April 03, 2023
Tickers
CCC
CCHWF
FFLWF
SHWZ
Tags
retail
Dispensaries
Market News
From
Benzinga
Here's Where To Buy Legal Weed: Dozens Of New Stores Open In NY, Michigan, Florida
March 27, 2023
Tickers
AAWH
AYRWF
CCC
CNTMF
Tags
AYRWF
Entrepreneurship
Small Cap
From
Benzinga
Do Cannabis Dispensaries Track How Much You Buy?
March 25, 2023
Tags
Dispensaries
Market News
contributors
From
Benzinga
Shop Legal Weed At Michigan's Top Rated Cannabis Dispensaries, Here Are The Shops Made The List
March 15, 2023
Tickers
CCC
Tags
General
marijuana
Events
From
Benzinga
Shop For Legal Weed: New Stores Open In These Three States
March 06, 2023
Tickers
CRLBF
TCNNF
VRNOF
Tags
Entrepreneurship
Small Cap
Benzinga
From
Benzinga
Where To Buy Legal Weed These Days: Customers In These States Can Buy Cannabis In Three New Locations
November 21, 2022
Tickers
TCNNF
Tags
TCNNF
Retail Sales
marijuana sales
From
Benzinga
Where To Buy Legal Weed These Days: Curaleaf, Trulieve & Other Cannabis Operators Launch Sales At New Locations
October 10, 2022
Tickers
CURLF
SHWZ
TCNNF
VRNOF
Tags
Kim Rivers
General
Sanctuary Medicinals
From
Benzinga
Where To Buy Legal Weed These Days: Cresco, TILT & Ayr Wellness Launch Cannabis Shops
August 31, 2022
Tickers
AYRWF
CRLBF
TLLTF
Tags
Markets
Cannabis
AYRWF
From
Benzinga
Cannabis Dispensary Roundup: Schwazze, Trulieve, Essex Apothecary & Verano
June 03, 2022
Tickers
SHWZ
TCNNF
VRNOF
Tags
TCNNF
marijuana sales
Retail Sales
From
Benzinga
California's Cannabis Shops Are Not Selling To Minors Though Edibles Remain Threat To Children's Safety
May 27, 2022
Tags
Resurgence Behavioral Health
Retail Sales
Cannabis
From
Benzinga
Cannabis Dispensary Roundup: Curaleaf, Verano & Sanctuary Medicinals
May 27, 2022
Tickers
CURLF
VRNOF
Tags
Cannabis
Markets
Benzinga
From
Benzinga
Cannabis Dispensary Roundup: Where To Buy Rec Marijuana In New Jersey, CBD Spas & More Store Openings
April 19, 2022
Tickers
AAWH
ACRDF
CBD
CCHWF
Tags
Benzinga
Entrepreneurship
Small Cap
From
Benzinga
Cannabis Dispensary Roundup: Parallel, Trulieve, Good Day Farm, Dr. Greenthumb's, Marley Natural Cannabis
April 11, 2022
Tickers
TCNNF
Tags
Parallel
Ryan Herget
Karim Bouaziz
From
Benzinga
Cannabis Dispensary Roundup: Curaleaf, Columbia Care, Goodness Growth, High Tide
February 18, 2022
Tickers
CCHWF
CURLF
GDNSF
HITI
Tags
News
Market News
Dispensaries
From
Benzinga
Cannabis Dispensary Roundup: Cresco Labs, Body And Mind, Ayr Wellness, Green Thumb, Columbia Care, Trulieve
February 11, 2022
Tickers
AYRWF
BMMJ
CCHWF
CL
Tags
Markets
Cannabis
GTII
From
Benzinga
Schwazze Closes New Mexico Acquisition In A $42M Stock And Cash Deal
February 08, 2022
Tickers
SHWZ
Tags
Justin Dye
M&A
Penny Stocks
From
Benzinga
Cannabis Dispensary Roundup: Curaleaf Expands In Florida & PA, Sweet Flower Opens Shop In Culver City
January 25, 2022
Tickers
CURLF
Tags
Benzinga
Florida
Pennsylvania
From
Benzinga
Curaleaf Expands In Pennsylvania With Two New Cannabis Dispensaries In Greensburg And Wayne
January 20, 2022
Tickers
CURLF
Tags
Cannabis
Markets
Joe Bayern
From
Benzinga
Cannabis Dispensary Roundup: Delic Holdings, Ayr Wellness, High Tide
January 18, 2022
Tickers
AYRWF
DELCF
HITI
Tags
Small Cap
Entrepreneurship
Benzinga
From
Benzinga
Trulieve Reaches Milestone With Opening Of 160th US Store, Continues Support For Military Veterans
January 07, 2022
Tickers
TCNNF
Tags
Marc Burgess
Retail Sales
TCNNF
From
Benzinga
Cannabis Dispensary Roundup: Ayr Wellness Bolsters Presence In PA, TXOG Opens Another Texas Pick-Up Location
December 31, 2021
Tickers
AYRWF
Tags
Markets
Cannabis
AYRWF
From
Benzinga
Cannabis Dispensary Roundup: Ayr Wellness Ramps Up FL Operations, nuEra & Kansas City Cannabis Each Open Stores
December 29, 2021
Tickers
AYRWF
Tags
Markets
Jonah Rapino
Kevin Stallings
From
Benzinga
Cannabis Dispensary Roundup: Trulieve Continues Store Opening Streak In Florida, Gage Growth Opens Second Kalamazoo Shop
December 27, 2021
Tickers
GAEGF
TCNNF
Tags
News
Dispensaries
Market News
From
Benzinga
Cannabis Dispensary Roundup: Curaleaf, GTI, Jushi, Captor Capital, Deep Roots Harvest
December 15, 2021
Tickers
GTBIF
JUSHF
Tags
John Zorbas
Markets
Cannabis
From
Benzinga
Cannabis Dispensary Roundup: Verano, Jushi, Cresco, KetamineOne
December 10, 2021
Tickers
CRLBF
JUSHF
KONEF
VRNOF
Tags
KONEF
Benzinga
Small Cap
From
Benzinga
Cannabis Dispensary Roundup: Green Dragon, Verano Holdings, Three Wells
December 03, 2021
Tickers
VRNOF
Tags
Cannabis
Markets
Alex Levine
From
Benzinga
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.