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home
about us
Investment Approach
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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
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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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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
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
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Columbia Care Inc
(CSE:
CCHW
)
N/A
UNCHANGED
Last Price
Updated: 4:16 PM EDT, Aug 4, 2023
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Columbia Care Inc. Announces Voting Results of Annual General Meeting
September 20, 2022
From
Columbia Care Inc.
Via
Business Wire
This Trump Ally's Hard Stance Against Cannabis May Impact These Companies After Election Day
↗
August 30, 2022
Cannabis is in the spotlight of many debates these days, especially in Pennsylvania where Republican gubernatorial candidate Doug Mastriano is running against Democratic nominee, Attorney General Josh...
Via
Benzinga
Columbia Care Award-Winning Brand Triple Seven Arrives in Tenth Market
August 23, 2022
From
Columbia Care Inc.
Via
Business Wire
Columbia Care Reports Second Quarter 2022 Results
August 15, 2022
From
Columbia Care Inc.
Via
Business Wire
Columbia Care Launches First Pre-Rolls in New York Under its Leading National Flower Brand, Seed & Strain
August 12, 2022
From
Columbia Care Inc.
Via
Business Wire
Columbia Care Introduces National Cannabis Loyalty Mobile App Across 14 Markets and Portfolio of Retail Brands
August 02, 2022
From
Columbia Care Inc.
Via
Business Wire
Columbia Care to Report Second Quarter 2022 Results on August 15, 2022
July 28, 2022
From
Columbia Care Inc.
Via
Business Wire
Columbia Care Obtains Final Order of the Supreme Court of British Columbia Approving Business Combination with Cresco Labs
July 15, 2022
From
Columbia Care Inc.
Via
Business Wire
Columbia Care Announces Approval of Business Combination with Cresco Labs at Special Meeting of Shareholders
July 08, 2022
From
Columbia Care Inc.
Via
Business Wire
Leading Independent Advisory Firm Glass Lewis Joins ISS in Recommending Columbia Care Shareholders Vote FOR the Transaction with Cresco Labs
June 30, 2022
From
Columbia Care Inc.
Via
Business Wire
Leading Independent Advisory Firm ISS Recommends Columbia Care Shareholders Vote FOR the Transaction with Cresco Labs
June 29, 2022
From
Columbia Care Inc.
Via
Business Wire
Columbia Care Announces Date of Special Meeting of Shareholders and Receipt of Interim Order
June 15, 2022
From
Columbia Care Inc.
Via
Business Wire
Columbia Care Operationalizes Second Cultivation Facility in New Jersey and Expands Adult Use Hours at Both Garden State Cannabist Locations
June 07, 2022
From
Columbia Care Inc.
Via
Business Wire
Columbia Care to Present at Cannabis Conference on June 7, 2022
June 03, 2022
From
Columbia Care Inc.
Via
Business Wire
Columbia Care Reports First Quarter 2022 Results
May 16, 2022
From
Columbia Care Inc.
Via
Business Wire
Columbia Care Brings its Most Popular Brands, Seed & Strain and Classix, to Colorado
May 05, 2022
From
Columbia Care Inc.
Via
Business Wire
Columbia Care to Report First Quarter 2022 Results on May 16, 2022
April 29, 2022
From
Columbia Care Inc.
Via
Business Wire
Columbia Care Brings Cannabist Dispensary Experience to Portsmouth, Virginia
April 28, 2022
From
Columbia Care Inc.
Via
Business Wire
Columbia Care Celebrates Historic Launch of Adult Use Sales at its Two New Jersey Cannabist Dispensaries
April 21, 2022
From
Columbia Care Inc.
Via
Business Wire
Columbia Care Celebrates the Transformation of its Expanded Chicago Dispensary to the Award-Winning Cannabist Retail Experience
April 12, 2022
From
Columbia Care Inc.
Via
Business Wire
Columbia Care Opens Fourth Cannabist Dispensary in West Virginia; Establishes Wholesale Leadership Position
April 01, 2022
From
Columbia Care Inc.
Via
Business Wire
Columbia Care Posts Revenue Of $139M In Q4, Issues 2022 Financial Guidance
↗
March 24, 2022
Via
Benzinga
Columbia Care Reports Record Fourth Quarter and Full Year 2021 Results; Issues 2022 Guidance Under U.S. GAAP
March 24, 2022
From
Columbia Care Inc.
Via
Business Wire
Cresco Labs to Become the New Leader in Cannabis with the Acquisition of Columbia Care
March 23, 2022
From
Cresco Labs
Via
Business Wire
Columbia Care Reports Preliminary Full Year 2021 Results; Announces Revised Date for Fourth Quarter and Full Year 2021 Earnings Call
March 14, 2022
From
Columbia Care Inc.
Via
Business Wire
Columbia Care Continues Momentum in West Virginia with Opening of Second Cannabist Location
February 18, 2022
From
Columbia Care Inc.
Via
Business Wire
Columbia Care Brings Award-Winning Cannabist Retail Experience to New York; Celebrates Rebrand of Brooklyn Dispensary
February 17, 2022
From
Columbia Care Inc.
Via
Business Wire
Columbia Care Opens First Cannabist Dispensary in West Virginia
February 03, 2022
From
Columbia Care Inc.
Via
Business Wire
Columbia Care Announces Closing of US$185 Million Private Placement of 9.50% Senior-Secured First-Lien Notes
February 03, 2022
From
Columbia Care Inc.
Via
Business Wire
What's In It For Verano? Analyst Thoughts On $413M Goodness Growth Acquisition
↗
February 02, 2022
Verano Holdings Corp. (CSE: VRNO) (OTCQX: VRNOF) and Goodness Growth Holdings, Inc.
Via
Benzinga
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