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
Topics
Animal Testing
Artificial Intelligence
Bankruptcy
Bonds
Brexit
Cannabis
Climate Change
Credit Cards
Data Breach
Death
Derivatives
Earnings
Economy
Electric Vehicles
Emissions
Energy
Firearms
Fraud
Government
Hacking
Immigration
Initial Public Offering
Intellectual Property
Law Enforcement
Lawsuit
LGBTQ
Malware
Police Brutality
Product Recall
Regulatory Compliance
Religion
Retirement
Social Justice
Stocks
Supply Chain
Whistleblower
Workforce
World Trade
< Previous
1
2
3
4
5
6
7
8
9
...
99
100
Next >
PufCreativ Unveils Party, Play, Purify Event Series For MJBizCon Week in Las Vegas
November 19, 2025
Via
NewMediaWire
Topics
Cannabis
Exposures
Cannabis
420 with CNW — Will the Revolt Against Marijuana Taxes Succeed?
November 19, 2025
Via
Investor Brand Network
Topics
Cannabis
Tickers
CSE:GTII
GTBIF
Exposures
Cannabis
420 with CNW — Will the Revolt Against Marijuana Taxes Succeed?
November 19, 2025
Via
CannabisNewsWire
Topics
Cannabis
Tickers
CSE:GTII
GTBIF
Exposures
Cannabis
Best CBD Oil Canada: CBDNorth Recognized for Transparency and Lab-Tested Purity in 2025
November 19, 2025
Via
Press Release Distribution Service
Topics
Cannabis
Exposures
Cannabis
420 with CNW — New Federal Law Gives States Power to Regulate Hemp THC
November 18, 2025
Via
CannabisNewsWire
Topics
Cannabis
Law Enforcement
Tickers
CRLBF
CSE:CL
Exposures
Cannabis
Legal
420 with CNW — New Federal Law Gives States Power to Regulate Hemp THC
November 18, 2025
Via
Investor Brand Network
Topics
Cannabis
Law Enforcement
Tickers
CRLBF
CSE:CL
Exposures
Cannabis
Legal
Dixon Wellness Collective Shines a Spotlight on Infused Cannabis Pre-Rolls - Potent, Flavorful, and Made for the Modern Consumer
November 18, 2025
Via
GetFeatured
Topics
Cannabis
Exposures
Cannabis
Beverages, Alcohol, and Tobacco Stocks Q3 Highlights: Philip Morris (NYSE:PM)
November 17, 2025
Via
StockStory
Topics
Cannabis
Tickers
CELH
PM
Exposures
Cannabis
Beverages, Alcohol, and Tobacco Stocks Q3 Earnings: Celsius (NASDAQ:CELH) Best of the Bunch
November 17, 2025
Via
StockStory
Topics
Cannabis
Tickers
CELH
PEP
Exposures
Cannabis
LeafyRX Expands Medical Marijuana Telehealth Services Nationwide
November 17, 2025
Via
Press Release Distribution Service
Topics
Cannabis
Exposures
Cannabis
420 with CNW — Michigan Files Defense in Case Challenging its New Marijuana Taxes
November 17, 2025
Via
Investor Brand Network
Topics
Cannabis
Tickers
CGC
TSX:WEED
Exposures
Cannabis
420 with CNW — Michigan Files Defense in Case Challenging its New Marijuana Taxes
November 17, 2025
Via
CannabisNewsWire
Topics
Cannabis
Tickers
CGC
TSX:WEED
Exposures
Cannabis
High Times Partner Matt Stang featured as Panel Moderator at IgniteIt Presents Market Spotlight: California
November 17, 2025
Via
Newsfile
Topics
Cannabis
Economy
Exposures
Cannabis
Economy
Attorneys at DUI Law Firm Denver Addresses Rising Marijuana-Related DUI Cases Near Airport Corridor
November 17, 2025
Via
Press Advantage
Topics
Cannabis
Exposures
Cannabis
420 with CNW — Trump Supports Hemp THC Ban in Spending Bill Reopening Government
November 14, 2025
Via
Investor Brand Network
Topics
Cannabis
Government
Tickers
CURLF
Exposures
Cannabis
Political
420 with CNW — Trump Supports Hemp THC Ban in Spending Bill Reopening Government
November 14, 2025
Via
CannabisNewsWire
Topics
Cannabis
Government
Tickers
CURLF
Exposures
Cannabis
Political
Exhale Delta 9 Gummies: Potent Cubes & Sleep Gummies Now Available
November 14, 2025
Via
Press Release Distribution Service
Topics
Cannabis
Exposures
Cannabis
Why Tilray (TLRY) Stock Is Down Today
November 14, 2025
Via
StockStory
Topics
Artificial Intelligence
Cannabis
Government
Tickers
KO
MSFT
TLRY
Exposures
Artificial Intelligence
Cannabis
Political
RETRANSMISSION: Akanda Researching Security Requirements for Full Cultivation License
November 14, 2025
Via
Newsfile
Topics
Cannabis
Tickers
AKAN
Exposures
Cannabis
4 Cannabis Stocks Log Momentum Gains Even As Congress Re-Criminalizes Some THC Products In Spending Bill
↗
November 14, 2025
Via
Benzinga
Topics
Cannabis
Tickers
CRON
OGI
SNDL
TLRY
Exposures
Cannabis
420 with CNW — Virginia’s New Democratic Governor Could Establish a Retail Market for Marijuana
November 13, 2025
Via
CannabisNewsWire
Topics
Cannabis
Tickers
ACB
TSX:ACB
Exposures
Cannabis
420 with CNW — Virginia’s New Democratic Governor Could Establish a Retail Market for Marijuana
November 13, 2025
Via
Investor Brand Network
Topics
Cannabis
Tickers
ACB
TSX:ACB
Exposures
Cannabis
Akanda Researching Security Requirements for Full Cultivation License
November 13, 2025
Via
Newsfile
Topics
Cannabis
Tickers
AKAN
Exposures
Cannabis
Munchies Dispensary Marks One Year as Rockaway’s First Legal Cannabis Retailer
November 13, 2025
Via
Press Release Distribution Service
Topics
Cannabis
Exposures
Cannabis
TazoFarms Introduces THCa Flower Hemp
November 13, 2025
Via
Press Release Distribution Service
Topics
Cannabis
Exposures
Cannabis
Josh Kesselman, RAW(R) Founder, Announces Javier Hasse's Appointment as High Times Editor-in-Chief
November 13, 2025
Via
Newsfile
Topics
Cannabis
Exposures
Cannabis
Cannabis Stocks Drop As Shutdown Deal Tightens Hemp-THC Rules
↗
November 13, 2025
Via
Stocktwits
Topics
Cannabis
ETFs
Tickers
CGC
GTBIF
JPM
MSOS
TLRY
TOKE
Exposures
Cannabis
Woodland Cannabis Dispensary Offers Consistently Fresh and Lab-Tested Flower in Woodland, CA
November 13, 2025
Via
GetFeatured
Topics
Cannabis
Exposures
Cannabis
Congress Ended The Shutdown — But At The Cost Of Re-Criminalizing These THC Products In A Last-Minute Deal That Could Reshape The Cannabis Industry
↗
November 12, 2025
Via
Benzinga
Topics
Cannabis
Tickers
CURLF
GTBIF
MSOS
TLRY
WEED
Exposures
Cannabis
420 with CNW — Federally Financed Canadian Research Shows Marijuana Use by Youths Reduced After Legalization
November 12, 2025
Via
Investor Brand Network
Topics
Cannabis
Tickers
CSE:TRUL
TCNNF
Exposures
Cannabis
< Previous
1
2
3
4
5
6
7
8
9
...
99
100
Next >
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.