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 Trulieve
Recent news which mentions Trulieve
Cannabis Stocks React On Election Day, SNDL Surges While Trulieve Raised The Stakes
November 05, 2024
Tickers
NEWS
SNDL
TCNNF
Tags
Markets
Cannabis
election day
From
Benzinga
Trulieve CEO Kim Rivers Calls Out 'Distortions' In Ads Opposing Florida's Cannabis Amendment
October 23, 2024
Tickers
NEWS
TCNNF
Tags
Politics
Benzinga
Trulieve
From
Benzinga
Fact-Check DeSantis: Why Florida's Weed Legalization Does Not Mean Smoking In Schools
October 12, 2024
Tickers
CRLBF
GOP
NEWS
TCNNF
Tags
Politics
Benzinga
Florida Cannabis
From
Benzinga
Cannabis Giant Trulieve Breaks Ground As First Cannabis Sponsor Of U.S. Pro Pickleball
August 27, 2024
Tickers
NEWS
TCNNF
TRUL
TRUL
Tags
TRUL
TCNNF
Markets
From
Benzinga
DeSantis' Fierce Opposition Notwithstanding, Florida's Cannabis Legalization Amendment Shatters All Fundraising Records
June 24, 2024
Tickers
AYRWF
CRLBF
CURLF
GTBIF
Tags
GTBIF
TCNNF
CURLF
From
Benzinga
Florida Cannabis Legalization Amendment Ads Hit Airwaves: The First 4 Pitches For Legal Weed In The Sunshine State
May 14, 2024
Tickers
CRLBF
CURLF
GTBIF
NEWS
Tags
News
Top Stories
Market News
From
Benzinga
20 Most Influential Women In The Cannabis Industry And The Secret To Meet Them In Person In 2024
March 08, 2024
Tickers
CCC
MAPS
TCNNF
X
Tags
twitter
Luna Stower
Emily Paxhia
From
Benzinga
From Ground Up: Trulieve CEO's Blueprint For Cannabis Dominance
March 04, 2024
Tickers
CCC
CEO
TRUL
Tags
CCC
Cannabis
Trulieve
From
Benzinga
Could Florida Legalize Recreational Cannabis? What You Need To Know When Visiting The Sunshine State
December 19, 2023
Tickers
TCNNF
Tags
Events
Benzinga
Benzinga Cannabis Capital Conference
From
Benzinga
DeSantis And Moody's War On Weed Loses Steam: Poll Shows Florida Overwhelmingly Supports Legalization
November 30, 2023
Tickers
TCNNF
Tags
Ron DeSantis
Markets
Benzinga
From
Benzinga
MSOs' New Strategy: Why Top Cannabis Firms Are Leaving States
November 22, 2023
Tickers
CRLBF
TCNNF
Tags
Cresco Labs
Cannabis
TCNNF
From
Benzinga
Medical Marijuana Changed Darrell Johns' Life, Though Now Georgia's MMJ Program Is Riddled With Delays, Worrying His Parents
August 14, 2023
Tickers
TCNNF
Tags
Markets
Cannabis
Health Care
From
Benzinga
Florida Attorney General Implies Voters Are Not Too Bright, Deceived By 'Monopolistic' Weed Giant To Legalize Cannabis
August 03, 2023
Tickers
TCNNF
Tags
Trulieve
Government
Politics
From
Benzinga
Celebrate Father's Day With The Latest Cannabis Products: Extracts, Vapes, Beverages & More
June 16, 2023
Tickers
TCNNF
VRNOF
Tags
Cannabis
On The Rocks
Verano
From
Benzinga
Oregon Rep. Reintroduces Small Biz Bill To Amend Tax Code For Cannabis Companies
April 17, 2023
Tickers
AAWH
ACRDF
AYRWF
CCHWF
Tags
Adam Goers
VRNOF
Top Stories
From
Benzinga
Trulieve On Employee's Death: 'We Have Demonstrated A Safe And Healthy Work Environment'
October 21, 2022
Tickers
TCNNF
Tags
Market News
Trulieve
News
From
Benzinga
Trulieve Launches Khalifa Kush In Florida With Wiz Khalifa, Will Donate To Hurricane Ian Victims
October 03, 2022
Tickers
TCNNF
TRUL
Tags
Market News
Hurricane Ian
News
From
Benzinga
Unions Make Inroads In Cannabis Industry With Latest Dispensary Joining The Ranks
September 06, 2022
Tickers
ACRHF
CCHWF
TCNNF
VRNOF
Tags
UFCW
Cannabis
Markets
From
Benzinga
Who Are The Most Impactful Cannabis Executives Of 2022? Top Award Show Will Determine Who's #1
August 16, 2022
Tickers
CGC
CRLBF
CURLF
GRAMF
Tags
Wana Brands
Tilray
CGC
From
Benzinga
Why Can't Black Farmers Get Medical Marijuana Licenses In Florida? Exorbitant Fees And Residual Racism, Many Say
July 18, 2022
Tickers
ESG
TCNNF
Tags
Politics
Benzinga
Trulieve
From
Benzinga
Trulieve Celebrates Completion of Statewide Retail (Re)brand In PA: All 'Trulievers' Are Welcome
January 25, 2022
Tickers
TCNNF
Tags
Cannabis
Markets
Re/branding
From
Benzinga
Cannabis M&A: How MSOs Evaluate Brands To Acquire
January 12, 2022
Tickers
MSOS
Tags
Jushi
Benzinga
MSOs
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.