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home
about us
Investment Approach
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Team Biographies
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)
TAF sm Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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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
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Event Schedule
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Market Value Securities (MVS sm) Presentation
Featured Event
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Investing During Uncertain Times
Read FULL Seminar Here
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SpringBig Holdings, Inc. - Common Stock
(NQ:
SBIG
)
N/A
UNCHANGED
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Updated: 4:00 PM EDT, Sep 1, 2023
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Press Releases about SpringBig Holdings, Inc. - Common Stock
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Springbig Reports First Quarter 2024 Financial Results and Appointment of Mark Silver to its Board of Directors
May 14, 2024
From
springbig
Via
GlobeNewswire
Springbig Applauds DEA’s Recent Reclassification of Marijuana
May 01, 2024
DEA's Reclassification of Marijuana Boosts Business Opportunities and Consumer Access, Signaling a New Era for the Cannabis Industry
From
springbig
Via
GlobeNewswire
Springbig Launches '20 Days of 4/20' Campaign to Empower Cannabis Dispensaries with Customer Retention Strategies
March 28, 2024
The campaign strives to offer daily insights and recommendations for dispensaries to maximize the business impact of 4/20.
From
springbig
Via
GlobeNewswire
Springbig Launches New Integration with Lightspeed to Expand Reach Across Cannabis and Beyond
March 19, 2024
In one of the most heavily regulated industries, Springbig has emerged as the go-to marketing solution for retailers and brands, reaching customers across the US and Canada
From
springbig
Via
GlobeNewswire
Springbig Reports Fourth Quarter and Full Year 2023 Financial Results
March 12, 2024
From
springbig
Via
GlobeNewswire
Springbig to Report Fourth Quarter and Full Year 2023 Financial Results on March 12, 2024
March 06, 2024
From
springbig
Via
GlobeNewswire
Springbig announces changes in its board of directors following the completion of its $8.0 million debt financing with a syndicate of lenders
January 29, 2024
From
springbig
Via
GlobeNewswire
springbig announces issuance of $6.4 million of Convertible Notes due 2026 and $1.6 million Term Loan due 2026 and repurchase of existing Convertible Notes
January 24, 2024
From
springbig
Via
GlobeNewswire
Springbig Launches “Gift Cards by Springbig”, Transforming Payment Solutions for the Cannabis Retail Experience
November 20, 2023
From
springbig
Via
GlobeNewswire
springbig Reports Third Quarter 2023 Financial Results
November 13, 2023
From
springbig
Via
GlobeNewswire
springbig to Report Third Quarter 2023 Financial Results on November 13, 2023
November 02, 2023
From
springbig
Via
GlobeNewswire
springbig announces transition to the OTCQX® Best Market and changes in its board of directors
September 01, 2023
From
springbig
Via
GlobeNewswire
springbig Reports Second Quarter 2023 Financial Results
August 10, 2023
From
springbig
Via
GlobeNewswire
springbig Launches Campaign Follow-Ups Feature
August 08, 2023
New solution enables merchants to send targeted follow-up messages for marketing campaigns
From
springbig
Via
GlobeNewswire
springbig to Report Second Quarter 2023 Financial Results on August 10, 2023
July 27, 2023
From
springbig
Via
GlobeNewswire
Botanical Wellness Business is Surging with Introduction and Success of Subscription Loyalty Service and Artificial Intelligence: springbig holdings, inc. (NASDAQ: SBIG)
July 26, 2023
Via
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Artificial Intelligence
Subscriptions Loyalty Service Elevates Success For Cannabis Retailers
July 26, 2023
The introduction of springbig’s newest loyalty feature has strengthened relationships between customers and retailers
From
springbig
Via
GlobeNewswire
New Market Data Report on Botanical Retail Marketing Boosted by Artificial Intelligence; Revenue Projected To $32.5 Million for Trailing Fiscal Year: springbig holdings, inc. (NASDAQ: SBIG)
July 19, 2023
Via
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Artificial Intelligence
springbig Releases 2023 Q2 Cannabis Market Data Report
July 19, 2023
Detailed report reflects North American trends across leading states and provinces
From
springbig
Via
GlobeNewswire
Retail Marketing Boosted by Artificial Intelligence Delivering Strong Revenue Growth; $32.5 Million Projected for Current Fiscal Year: springbig holdings, inc. (NASDAQ: SBIG)
July 11, 2023
Via
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Artificial Intelligence
springbig Announces Preliminary Q2 Results and Updated Business Outlook
July 11, 2023
From
springbig
Via
GlobeNewswire
AI Powered Marketing Programs Optimized with Sector Leading Partners Heed, Pluggi and Shopify: springbig holdings, inc. (NASDAQ: SBIG)
June 27, 2023
Via
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Artificial Intelligence
springbig Introduces AI Assistant Tool
June 27, 2023
Leading provider of SaaS-based marketing tools Utilizes Artificial Intelligence to Offer Industry-Leading Solutions
From
springbig
Via
GlobeNewswire
Advanced Upgrades to Leading AI Marketing Software: Brands Marketplace Caddie is an exciting tool that leverages AI: springbig holdings, inc. (NASDAQ: SBIG)
June 21, 2023
Via
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Artificial Intelligence
springbig Launches Updates to Platform UI and Subscriptions Service
June 21, 2023
New UI features and VIP points functionality optimize retailer experience
From
springbig
Via
GlobeNewswire
Subscription Loyalty Service Launch Combined with Cova Rewards Fueling all New AI Platform Provider; COMBASE and Shopify are Partners: springbig holdings, inc. (NASDAQ: SBIG)
June 13, 2023
Via
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Artificial Intelligence
springbig Introduces Subscription Loyalty Service
June 13, 2023
The Company’s paid subscription feature provides retailers with effective tools to build strong relationships with consumers
From
springbig
Via
GlobeNewswire
Cova Rewards Collaboration; $4 Million Public Offering PLUS Revenues up 17%; AI Platform with Accelerated Growth; Partnered with Shopify: springbig holdings, inc. (NASDAQ: SBIG)
June 06, 2023
Via
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Artificial Intelligence
springbig Launches Loyalty Integration with Cova
June 06, 2023
The two-way integration allows consumers to access their rewards and loyalty benefits at their convenience
From
springbig
Via
GlobeNewswire
$4 Million Public Offering; Strong Revenue Growth with Positive Forward Guidance; Powering Up AI Platform Provider: springbig holdings, inc. (NASDAQ: SBIG)
June 01, 2023
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