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Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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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
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Medmen Enterprises Inc
(OP:
MMNFF
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Updated: 2:16 PM EST, Jan 30, 2024
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MedMen Enterprises Appoints Michael Serruya As Chairman & Interim CEO Cannabis retailer MedMen Enterprises Inc. (C...
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MedMen Cleared By Jury In Wrongful Termination Suit Brought By Former CFO James Parker
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November 23, 2021
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MedMen Prevails in Lawsuit Against Former CFO James Parker
November 23, 2021
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Earnings: MedMen Q1 Revenue Increases 13% to $39.8M
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November 09, 2021
MedMen Enterprises Inc. CSE: MMEN) (OTCQX:
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Tilray Remains a Solid Pot Play
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November 22, 2021
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MedMen Announces Michael Serruya as Chairman and Interim CEO
November 22, 2021
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Tilray Received Some Good News, But Is It Enough?
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November 19, 2021
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Tilray Has More Bad News Harshing Their Mellow
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November 15, 2021
But despite the near constant bad news for the cannabis industry, aggressive investors should still buy TLRY stock under $11.
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Cannabis Movers & Shakers: Aurora Cannabis, Dama Financial, Neptune Wellness, Avicanna
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Some Cannabis Companies Are Prepping for a Possible Next Wave of Legislative Change
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November 15, 2021
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Cannabis Movers & Shakers: Tyson 2.0, Akanda, Shryne Group, MedMen
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November 12, 2021
Akanda Taps Dr. Aslihan Akkar-Schenkl As President Akanda Corp., which recently
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Cannabis Movers & Shakers: Mind Medicine, Avant Brands, Delic, Agrify, Ascend Wellness, Pure Beauty
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Mind Medicine Appoints Maria A. Oquendo To Scientific Advisory Board Psychedelic-focused biotech company Mind Medicine Inc.
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MedMen Still On Track To Be Premier Cannabis Retailer Despite Litigation Hurdles, Analyst's Take On Q1 Earnings
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November 11, 2021
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Cannabis Earnings Scorecard $ACB $VFF — Cannabis Daily November 10, 2021
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November 10, 2021
Start The Day With The Best Daily Pre-Market Overview Of The Cannabis Space Today On Cannabis Daily, host
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Marijuana Stock Wars: Tilray Vs. Aurora Cannabis
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MedMen Reports 13% Year-over-Year Quarterly Revenue Growth and Fifth Consecutive Quarter of Positive Retail Adjusted EBITDA
November 09, 2021
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Cannabis Movers & Shakers: Acreage, MedMen, Halo Collective, Fire & Flower, Cronos Group, Perfect Union
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October 29, 2021
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The Week In Cannabis: Stocks Underperform, Policy Moves, Earnings, Pitbull, Lil Kim, Justin Bieber, Martha Stewart And More
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October 29, 2021
Below is a recap of the main news related to the cannabis industry and markets for the week of October 25, 2021. Contents Markets Policy & Social Equity M&A...
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MedMen To Announce First Quarter Fiscal 2022 Financial Results on November 9, 2021
October 28, 2021
From
MedMen Enterprises
Via
Business Wire
Curaleaf, Columbia Care, PharmaCann Begin Whole Flower Cannabis Sales In New York
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October 27, 2021
New York's long-awaited adult-use cannabis program is live, almost. As it evolves, big names in the space are eager to take their place al...
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Cannabis Movers & Shakers: Urban-Gro, MediPharm Labs, RWB, Isracann Biosciences, MedMen
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October 25, 2021
Former Crop One and Sensei Ag CEO Sonia Lo Joins Urban-Gro’s Board Of Directors Urban-gro, Inc. (NASDAQ:
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MedMen Appoints New COO: Roz Lipsey Takes The Reins
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MedMen Announces Promotion of Roz Lipsey to Chief Operating Officer
October 25, 2021
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MedMen Announces Re-Opening of Tallahassee, Florida Location
October 19, 2021
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