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home
about us
Investment Approach
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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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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
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
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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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Trulieve Cannabis Corp
(OP:
TCNNF
)
7.780
-0.110 (-1.39%)
Streaming Delayed Price
Updated: 1:37 PM EST, Dec 29, 2025
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GOP's DeSantis Takes Issue With Cannabis Odor In Public Places, Says Legalization Proposal Should Be More Restrictive
↗
March 11, 2024
Via
Benzinga
Topics
Cannabis
Our 7 Largest Cannabis MSO Stocks Dropped 7.1% Last Week
↗
March 10, 2024
Each of the 7 stocks in our American Cannabis MSO Stocks Index dropped last week, by an average of 7.1%. This brings their YTD average to +21%.
Via
Talk Markets
Topics
Cannabis
Bullish Sentiment Across The Cannabis Space - Check Full Movers For March 8, 2024
↗
March 08, 2024
Via
Benzinga
Topics
Cannabis
20 Most Influential Women In The Cannabis Industry And The Secret To Meet Them In Person In 2024
↗
March 08, 2024
To celebrate International Women's Day, let's shine a light on the women making strides in cannabis — a field historically dominated by men.
Via
Benzinga
Topics
Cannabis
Recap: Trulieve Cannabis Q4 Earnings
↗
February 29, 2024
Via
Benzinga
Topics
Cannabis
Trulieve Cannabis Q4 Net Loss Increased By 32%
↗
March 08, 2024
The CEO reports that
Via
Talk Markets
Topics
Cannabis
Weed Giant Trulieve Beats Q4 Revenue Estimates, Reports Higher Net Loss For Full Year
↗
February 29, 2024
Marijuana giant Trulieve Cannabis Corp. (CSE:TRUL) (OTCQX:TCNNF) reported its financial results Thursday for the fourth quarter and full year ended Dec.
Via
Benzinga
Topics
Cannabis
Cannabis Stock Movers For February 26, 2024
↗
February 26, 2024
Via
Benzinga
Topics
Cannabis
Cannabis Stocks Gear Up For Germany's New Market: Check Out Who's Set To Win Big
↗
February 26, 2024
While there are still very few medical marijuana patients in Germany, with the new regulations, there is enormous growth potential. Canadian exporters Tilray and Aurora, says analyst, are among the...
Via
Benzinga
Topics
Cannabis
Cannabis Chart Of The Week: EBITDA Expectations For Q3:23 And Full Year 2024 – Are Analysts Playing It Safe?
↗
February 26, 2024
4th Quarter cannabis earnings releases commence this week, and the graph depicts the consensus expectations for twelve of the largest MSOs.
Via
Benzinga
Topics
Cannabis
Here's Where To Buy Legal Weed: Seven States Open New Cannabis Dispensaries
↗
February 26, 2024
The cannabis revolution continues to grow with new dispensary openings across seven states. In Texas, Right on Brands and Texas Original launched new retail locations, while New York welcomed RIV...
Via
Benzinga
Topics
Cannabis
Cannabis Stocks Jump As Germany Legalizes Marijuana Possession
↗
February 24, 2024
Under the law approved by the Bundestag, Germany's parliament, starting April 1 adults will be allowed to grow and possess limited quantities of cannabis for personal consumption. Non-commercial...
Via
Benzinga
Topics
Cannabis
7 Largest Cannabis MSO Stocks Jumped 8% This Week
↗
February 24, 2024
The 7 stocks in the American Cannabis MSO Stocks Index are up 8%, on average, this week and are now up 41.7% YTD. Here's the latest.
Via
Talk Markets
Topics
Cannabis
Bullish Sentiment Across The Cannabis Space - Check Full Movers For February 23, 2024
↗
February 23, 2024
Via
Benzinga
Topics
Cannabis
Marijuana Stock Movers For February 22, 2024
↗
February 22, 2024
Via
Benzinga
Topics
Cannabis
Jushi Holdings Revs Up, Unleashing Torque In Pennsylvania And Virginia's Cannabis Expansion
↗
February 21, 2024
In a recent comprehensive analysis by senior analyst Pablo Zuanic of Zuanic & Associates, Jushi Holdings (OTC: JUSHF) stands out as a multi-state operator (MSO) with significant market cap upside...
Via
Benzinga
Topics
Cannabis
Overweight Rating Highlights Jushi Holdings' Market Edge: Weed Stock Valuation Gap Analysis
↗
February 21, 2024
Zuanic & Associates gave Jushi Holdings Inc. (CSE: JUSH) (OTC: JUSHF) an Overweight rating as the firm begins its coverage of the marijuana company.
Via
Benzinga
420 with CNW — Navy Expands Cannabis Waiver as Recruitment Nosedives
February 20, 2024
Via
CannabisNewsWire
Topics
Cannabis
Cannabis Comeback: 3 Stocks to Snag After the Bubble Burst
↗
February 18, 2024
For investors looking for speculative stocks to buy in the cannabis space, here are three picks to consider picking up for relative value.
Via
InvestorPlace
Topics
Cannabis
As Expected, Cannabis MSOs Continue To Decline
↗
February 17, 2024
Last week I suggested that if the performance of the American Cannabis MSO Stocks Index (-7.1%) was any indication, then the hype in cannabis MSOs was over. That is indeed the case, as reflected by the...
Via
Talk Markets
Topics
Cannabis
As Expected, Cannabis MSOs Starting To Decline - Again
↗
February 10, 2024
As a caveat to last week's article I said the hype in cannabis MSOs would likely end soon, and that's what happened this week.
Via
Talk Markets
Topics
Cannabis
Cannabis Stock Movers For February 7, 2024
↗
February 07, 2024
Via
Benzinga
Topics
Cannabis
420 with CNW — Officials Say Marijuana Dispute Possibly Linked to Six Fatalities in California
February 07, 2024
Via
CannabisNewsWire
Topics
Cannabis
PA Gov Wants Cannabis Legalized, It's Time To Catch Up With Other States And Earn $250M In Revenue, He Says
↗
February 07, 2024
Via
Benzinga
Topics
Cannabis
Bullish Tuesday For Marijuana Stocks - Affinor Growers, Rhinomed Among Top Gainers
↗
February 06, 2024
Via
Benzinga
Topics
Cannabis
3 Cannabis Stocks to Buy Before They Explode Higher
↗
February 06, 2024
Support for cannabis legalization reached all-time highs in 2023, creating a long list of cannabis stocks to buy today.
Via
InvestorPlace
Topics
Cannabis
If You Invested $5,000 in Green Thumb Industries in 2019, This Is How Much You Would Have Today
↗
February 04, 2024
Green Thumb Industries has been one of the best-performing pot stocks over the past five years.
Via
The Motley Fool
Topics
Cannabis
What Gives? The 7 Largest US Cannabis Stocks Are Up 51% YTD
↗
February 03, 2024
The 7 stocks in our American Cannabis MSO Stocks Index jumped 51.3%, on average, YTD. The $64,000 question is why.
Via
Talk Markets
Topics
Cannabis
Marijuana Stock Movers For February 2, 2024
↗
February 02, 2024
Via
Benzinga
Topics
Cannabis
THC Cap Proposal Gains Momentum In Florida, Virginia To Treat Weed Like Alcohol As New York Cannabis Regulators Face Another Lawsuit
↗
February 02, 2024
A Florida bill that aims to cap the level of delta-9 THC in cannabis products is advancing in the state House as members of the Healthcare Regulation Subcommittee passed it in a 13-4 vote, reported...
Via
Benzinga
Topics
Cannabis
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