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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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
Market Value Securities (MVS)
MVS Program
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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
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Green Thumb Industries Inc
(OP:
GTBIF
)
7.300
+0.600 (+8.96%)
Streaming Delayed Price
Updated: 3:59 PM EST, Feb 4, 2026
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Every Constituent In American Cannabis MSO Portfolio Declined Last Week
↗
June 16, 2024
Our American Cannabis MSOs Portfolio may well have further to decline, so the questions now are how much further, and when will it stabilize.
Via
Talk Markets
Topics
Cannabis
420 with CNW — Ohio Officials Post Adult-Use Cannabis License Application Forms as Market Launch Looms
June 14, 2024
Via
CannabisNewsWire
Topics
Cannabis
Green Thumb Industries' Annual General Meeting, Elects Directors And Approves Executive Compensation
↗
June 14, 2024
Read about the key outcomes of Green Thumb Industries' 2024 AGM, including director elections and approval of executive compensation.
Via
Benzinga
These States Could Go Fully Legal Soon & This Cannabis Company Could Win Big: A Top Stock Pick Trading Below Peers
↗
June 12, 2024
Among the top 5 multi-state operators (MSOs) in the cannabis industry is Cresco Labs (OTC: CRLBF), with a significant presence in states like Ohio, Pennsylvania and Florida.
Via
Benzinga
Topics
Cannabis
There's a Major Deal Brewing Between a Top Cannabis Producer and a Leading Beer Maker
↗
June 12, 2024
This could be a game changer for Green Thumb Industries.
Via
The Motley Fool
Topics
Cannabis
What Ohio Investors Can Learn From Maryland's Cannabis Market: Sector Analyst Keeps It Simple
↗
June 10, 2024
As Maryland's cannabis market matures, it offers valuable insights for states like Ohio preparing to launch recreational sales. Pablo Zuanic of Zuanic & Associates highlights Maryland's stability,...
Via
Benzinga
Topics
Cannabis
3 Stocks That Will Benefit the Most From Cannabis Rescheduling
↗
June 09, 2024
These are all stocks that could be overdue for a rally if there's significant reform in the industry.
Via
The Motley Fool
Topics
Cannabis
The 3 Best Cannabis Stocks to Buy in June 2024
↗
June 08, 2024
Discover the 3 best cannabis stocks to buy in June 2024. Invest in these promising companies capitalizing on industry tailwinds.
Via
InvestorPlace
Topics
Cannabis
Marijuana Stock Movers For June 7, 2024
↗
June 07, 2024
Via
Benzinga
Topics
Cannabis
Marijuana Stock Set To Rise On Your Watchlist: Verano Holdings Targets EBITDA And Lower Debt
↗
June 07, 2024
Senior analyst Pablo Zuanic of Zuanic & Associates released an update on Verano Holdings (OTC: VRNOF), which is crucial for investors monitoring the cannabis sector.
Via
Benzinga
Topics
Cannabis
Rumors Of Green Thumb And Boston Beer Merger: What Investors Need to Know, Analyst Breaks It Down
↗
June 06, 2024
Green Thumb Industries (OTC: GTBIF) has expressed interest in merging with Boston Beer (NYSE: SAM), according to a recent report by Pablo Zuanic of Zuanic & Associates. What strategic advantages does...
Via
Benzinga
Why Financial Firm Jefferies Sees Value In Green Thumb-Boston Beer Merger
↗
June 06, 2024
Green Thumb Industries (OTC: GTBIF), a prominent U.S. cannabis multi-state operator (MSO), is reportedly seeking a merger with Boston Beer Company. This move could allow GTI to list on a major...
Via
Benzinga
Topics
Cannabis
The 3 Most Undervalued Cannabis Stocks to Buy in June 2024
↗
June 05, 2024
Undervalued cannabis stocks may be some of the most controversial trades on the market. But they’ve also proven themselves profitable.
Via
InvestorPlace
Topics
Cannabis
'Most Florida Marijuana Is Illegal' Mom Cautions Against Dangers Of Unregulated Weed In New Cannabis Legalization Ad
↗
June 05, 2024
Meanwhile, Smart & Safe Florida has financial support from the super-generous Trulieve (OTCQX: TCNNF), which has spent upwards of $40 million to get the measure on the ballo
Via
Benzinga
Topics
Cannabis
Cannabis Stock Gainers And Losers From June 4, 2024
↗
June 04, 2024
Via
Benzinga
Topics
Cannabis
420 with CNW — Study Finds Adolescents’ Use of Marijuana Heightens Psychotic Disorders Risk
June 04, 2024
Via
CannabisNewsWire
Topics
Cannabis
Chicago Cannabis Company Green Thumb Proposes Merger With Boston Beer, Eyes Stock Listing
↗
June 04, 2024
Green Thumb writes a letter to Boston Beer seeking a merger to gain access to NYSE and develop innovative cannabis-infused products. Read now!
Via
Benzinga
Topics
Cannabis
Illinois' April Cannabis Sales Reach $144.5M, Marking 9.5% Year-Over-Year Growth
↗
June 04, 2024
Illinois adult-use cannabis sales hit $144.5M in April, marking 9.5% YOY growth. Learn about the market's growth and legislative challenges.
Via
Benzinga
Topics
Cannabis
Green Thumb Industries Responds to Market Rumors
June 04, 2024
From
Green Thumb Industries
Via
GlobeNewswire
The Biden Administration's Latest Move Makes This Cannabis Stock a Buy
↗
June 01, 2024
The impending cannabis rescheduling will have major impacts on the U.S. cannabis industry.
Via
The Motley Fool
Topics
Cannabis
Largest Cannabis Stocks Declined 31%, On Average, In May
↗
May 31, 2024
The 12 largest cannabis stocks spent May giving back most of their late-April gains; they are still up 24% YTD.
Via
Talk Markets
Topics
Cannabis
Top Ohio Cannabis Companies: Analyst Look At Stocks With Potential Market Cap Gains
↗
May 30, 2024
How will Ohio's cannabis market shape up as it transitions to adult-use recreational sales? Senior analyst Pablo Zuanic outlines in his recent report the potential growth and value creation for state...
Via
Benzinga
Topics
Cannabis
Illinois Lawmakers Fail To Update Cannabis Laws, Non-Profit Argues 'Corporate Greed' Played A Role
↗
May 30, 2024
Via
Benzinga
Topics
Cannabis
RYTHM Premium Cannabis Brings Back The Miracle in Mundelein Two-Day Festival with Legal On-site Cannabis Consumption
May 29, 2024
From
Green Thumb Industries
Via
GlobeNewswire
Cannabis Bargains: 3 Underappreciated Stocks to Snap Up in May 2024
↗
May 28, 2024
Dive into the world of underappreciated cannabis stocks and profit from an industry poised for remarkable development.
Via
InvestorPlace
Topics
Cannabis
All 12 Constituents In The Cannabis Portfolios Declined W/e May 24th
↗
May 27, 2024
All 12 constituents declined w/e by an average of 14.4% and are now down 28.9%, on average, since Tuesday, April 30th, when the DEA announced it planned to reclassify cannabis as a less regulated...
Via
Talk Markets
Topics
Cannabis
The 2024 Millionaire’s Club: 7 Cannabis Stocks to Buy Now
↗
May 26, 2024
One of the hottest topics of the year has been cannabis stocks to buy, especially with elections nearing. Here are seven to consider.
Via
InvestorPlace
Topics
Cannabis
4 Unparalleled Growth Stocks You'll Regret Not Buying in the New Nasdaq Bull Market
↗
May 25, 2024
Magnificent growth stocks at bargain prices can still be found, even with the Nasdaq Composite reaching a fresh all-time high.
Via
The Motley Fool
Topics
Stocks
$514M Tax Breaks Await This Marijuana Company With Rescheduling, Market Cap Set To Soar
↗
May 22, 2024
Jushi Holdings Inc. (OTC: JUSHF) is poised for substantial growth with potential adult-use cannabis legalization in Ohio and Pennsylvania as well as continuous expansion in Virginia’s medical market.
Via
Benzinga
Topics
Cannabis
3 Cannabis Stocks That Could Be Millionaire-Makers: May Edition
↗
May 22, 2024
Cannabis stocks to buy are surging after the DOJ proposed reclassifying marijuana, signaling a promising future.
Via
InvestorPlace
Topics
Cannabis
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