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home
about us
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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
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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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SNDL Inc. - Common Shares
(NQ:
SNDL
)
1.310
-0.020 (-1.50%)
Official Closing Price
Updated: 4:00 PM EDT, Mar 27, 2026
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SNDL Lowers Its Stake In Indiva To 8.57%
↗
June 22, 2023
SNDL Inc. (NASDAQ: SNDL) announced that between June 10, 2023, and June 22, 2023, SNDL disposed of 3.3 million common shares in the capital of Indiva Limited (OTCQX: NDVAF)(TSXV:NDVA) .
Via
Benzinga
3 Meme Stocks that No One Should Be Holding
↗
June 20, 2023
These are the meme stocks to avoid as they represent companies with weak fundamentals and limited growth visibility.
Via
InvestorPlace
Who Is Who In Cannabis: Latest Industry Appointments You Should Know About
↗
June 12, 2023
Washington Cannabis Regulator Onboards New Director With 30 Years Of Cannabis Experience
Via
Benzinga
June 8th KCSA Cannabis Virtual Investor Conference: Presentations Now Available for Online Viewing
June 09, 2023
Company Executives Share Vision and Answer Questions at VirtualInvestorConferences.com
From
Virtual Investor Conferences
Via
GlobeNewswire
KCSA Cannabis Virtual Investor Conference Agenda Announced for June 8th
June 06, 2023
Company Executives Share Vision and Answer Questions Live at VirtualInvestorConferences.com
From
Virtual Investor Conferences
Via
GlobeNewswire
A Strategic Partnership That Could Redefine The Canadian Cannabis Industry
↗
June 01, 2023
SNDL Inc. (NASDAQ: SNDL) recently provided an update on its proposed transaction with Nova Cannabis Inc. (OTCQB: NVACF) (TSX: NOVC) to establish a well-capitalized cannabis retail platform in
Via
Benzinga
Michigan's Skymint Hits The Auction Block, First Major Cannabis Company To Go To Highest Bidder
↗
June 01, 2023
Michigan’s once-promising cannabis cultivator, which has been under a court-appointed receiver for the past three months, is being auctioned off.
Via
Benzinga
Marijuana Stock Movers For May 31, 2023
↗
May 31, 2023
Via
Benzinga
Marijuana Stock Movers For May 30, 2023
↗
May 30, 2023
Via
Benzinga
Cannabis Stock Gainers And Losers From May 25, 2023
↗
May 25, 2023
Via
Benzinga
Could These Be the Multi-State Marijuana Companies SNDL Is Planning to Partner With?
↗
May 25, 2023
Gaining a presence in the U.S. market could significantly strengthen SNDL's growth prospects.
Via
The Motley Fool
Marijuana Stock Movers For May 24, 2023
↗
May 24, 2023
Via
Benzinga
Top-Notch Companies Attend Canaccord Genuity's 7th Annual Cannabis Conference In The Big Apple
↗
May 23, 2023
Canadian licensed producers, leading U.S. multi-state operators (MSOs), private-sector operators, cannabis retailers, international exporters, accessory manufacturers and other cannabis-focused...
Via
Benzinga
Cannabis Stock Movers For May 22, 2023
↗
May 22, 2023
Via
Benzinga
Cannabis Stock Movers For May 19, 2023
↗
May 19, 2023
Via
Benzinga
Cannabis Stock Gainers And Losers From May 16, 2023
↗
May 16, 2023
Via
Benzinga
Revenues Ascending as Cannabis Use & Demand Continues Strong Growth
May 16, 2023
EQNX::TICKER_START (OTCQB:LBUY),(NASDAQ:SNDL),(NASDAQ:TLRY),(NASDAQ:CGC),(NASDAQ:HEXO) EQNX::TICKER_END
Via
FinancialNewsMedia
Topics
Cannabis
SNDL's Acquisitions Payoff, Q1 Revenue Skyrockets 1050% YoY
↗
May 15, 2023
SNDL Inc. (NASDAQ: SNDL) released its financial and operational results for the first quarter ended March 31, 2023.
Via
Benzinga
Earnings Scheduled For May 15, 2023
↗
May 15, 2023
Companies Reporting Before The Bell • Caledonia Mining (AMEX:CMCL) is expected to report earnings for its first quarter. • Sohu.com (NASDAQ:SOHU) is projected to report earnings for its first quarter.
Via
Benzinga
Cannabis Stocks? Come On In, The Water's Warm: Sundial, TerrAscend & Curaleaf All Had Great Month
↗
May 12, 2023
Though May isn’t over yet, let's look at three cannabis stocks that led the pack this month in revenue growth: Sundial (NASDAQ: SNDL), TerrAscend Corp. (OTCQX: TRSSF) and Curaleaf Holdings (OTCQX
Via
Benzinga
Marijuana Stock Movers For May 12, 2023
↗
May 12, 2023
Via
Benzinga
Bearish Sentiment Across The Cannabis Space - Check Full Movers For May 11, 2023
↗
May 11, 2023
Via
Benzinga
3 New Cannabis Stock Risks Are Emerging -- As If There Aren't Enough Already
↗
May 11, 2023
These issues don't make the industry hopeless but could make the complex path even more difficult.
Via
The Motley Fool
Marijuana Stock Movers For May 10, 2023
↗
May 10, 2023
Via
Benzinga
Nova Cannabis Shareholders Vote In Favor Of Strategic Partnership With SNDL
↗
May 08, 2023
SNDL Inc. (NASDAQ: SNDL) announced that the shareholders of Nova Cannabis Inc. (OTCQB: NVACF) (TSX:NOVC), excluding the company and its associates and affiliates in accordance with Multilateral...
Via
Benzinga
7 F-Rated Stocks to Sell in May
↗
May 08, 2023
One of the worst things that can happen to your portfolio is to belatedly discover that you're holding some F-rated stocks.
Via
InvestorPlace
2 Struggling Stocks I'd Avoid in May
↗
May 06, 2023
Investors shouldn't write these companies off altogether, but both have a lot to prove.
Via
The Motley Fool
Bullish Sentiment Across The Cannabis Space - Check Full Movers For May 5, 2023
↗
May 05, 2023
Via
Benzinga
Cannabis Stock Movers For May 4, 2023
↗
May 04, 2023
Via
Benzinga
Green Thumb Industries Raises Wages By 50% After Teamster-Led 'Longest Strike' In Cannabis History
↗
May 03, 2023
A 13-day unfair labor practice
Via
Benzinga
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