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home
about us
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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
Services, Fees and Compensation
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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
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
MARKET RESEARCH
Featured Quarterly Newsletter
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Green Thumb Indus Sub Vtg
(OP:
GTBIF
)
6.493
-0.287 (-4.23%)
Streaming Delayed Price
Updated: 3:59 PM EST, Feb 18, 2026
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From Underweight To Under Scrutiny: Can Canopy Growth Turn The Tide? Piper Sandler's Forecast On The Weed Giant
↗
February 12, 2024
Could Canopy Growth Corporation (NASDAQ: CGC) be on the brink of turning its fortunes around, or is the optimism premature?
Via
Benzinga
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
Could Green Thumb Industries Stock Help You Become a Millionaire?
↗
February 10, 2024
It has plenty of room to keep expanding, and legalization could be huge.
Via
The Motley Fool
Touchdown In Las Vegas: Exploring Nevada's Cannabis Field, Market And Companies Ahead Of Super Bowl LVIII
↗
February 09, 2024
As Super Bowl LVIII readies to get underway at Allegiant Stadium in Las Vegas this Sunday, Nevada's cannabis industry, underpinned by recent legislative reforms and strategic positioning, is set to...
Via
Benzinga
Topics
Cannabis
Illinois Weed Scorecard, Super Bowl Edition: Market Leaders, Store Surge And Sales Analysis
↗
February 09, 2024
Illinois' booming cannabis market is under the microscope in Pablo Zuanic's latest report from Zuanic & Associates. With dispensary numbers on the rise, how are multi-state operators (MSOs) adapting...
Via
Benzinga
Topics
Cannabis
Green Thumb Industries Publishes Second Annual Social Impact Report
February 08, 2024
From
Green Thumb Industries
Via
GlobeNewswire
Bullish Tuesday For Marijuana Stocks - Affinor Growers, Rhinomed Among Top Gainers
↗
February 06, 2024
Via
Benzinga
Topics
Cannabis
Cannabis Stock Gainers And Losers From February 5, 2024
↗
February 05, 2024
Via
Benzinga
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
Which Pot Stock Will Climb in 2024: Green Thumb Industries vs. Aurora Cannabis
↗
February 03, 2024
One company is recovering, whereas the other is gearing up to thrive.
Via
The Motley Fool
Topics
Cannabis
420 with CNW — New York Grants Recreational Sales Licenses to Medical Cannabis Companies
February 02, 2024
Via
Investor Brand Network
Topics
Cannabis
420 with CNW — New York Grants Recreational Sales Licenses to Medical Cannabis Companies
February 02, 2024
Via
CannabisNewsWire
Topics
Cannabis
New York's Weed Disaster, Virginia's Alcohol Model And Kentucky's GOP Hurdles, Plus Hawaii And Florida Updates
↗
February 02, 2024
New York's Cannabis Rollout: A Rocky Start
Via
Benzinga
Topics
Cannabis
Marijuana Stock Movers For February 1, 2024
↗
February 01, 2024
Via
Benzinga
Topics
Cannabis
Prediction: These Could Be the Best-Performing Cannabis Stocks Through 2030
↗
February 01, 2024
The marijuana industry has struggled, but these two companies look like winners over the next few years.
Via
The Motley Fool
Topics
Cannabis
Cannabis MSO Stocks Surge: Up 10% Last Week; Up 35% MTD
↗
January 30, 2024
The cannabis MSO stocks have jumped a full 35%, on average, from the tax-loss sell-off that occurred in the latter part of December and the bounce continued last week advancing 10.3%.
Via
Talk Markets
Topics
Cannabis
Cannabis Chart Of The Week: Who's Growing In Florida, And Has The State Gotten Ahead Of Itself?
↗
January 30, 2024
Florida is often considered one of the most critical states in terms of growing legal cannabis sales. The State is estimated to have approximately $2.6B in 2023 legal sales, representing a per capita...
Via
Benzinga
Topics
Cannabis
Cannabis Sector Outlook: 3 Top Growth Opportunities for Investors
↗
January 29, 2024
These three cannabis growth stocks emerge as prime growth candidates, driven by regulatory tailwinds and market confidence.
Via
InvestorPlace
Topics
Cannabis
Betting on Biden: 3 Stocks to Buy for a Democratic Future
↗
January 29, 2024
Harness the potential of stocks for the Democratic political climate amidst Biden's eco and tech-forward agenda.
Via
InvestorPlace
Ohio GOP Lawmakers Say Adult-Use Cannabis Sales Rules Could Be Ready In Spring, Promise 'Real Progress'
↗
January 29, 2024
Although Ohio voted in favor of legalizing recreational cannabis over two months ago, marijuana sales have yet to commence. This is because there have not been any rules defined regarding the legal...
Via
Benzinga
Topics
Cannabis
People Are One Step Closer To Buying Legal Weed In Virginia: Which Stock Is Leading In This New Retail Market?
↗
January 26, 2024
Virginia's journey toward establishing a regulated cannabis market has taken a significant turn. The Senate Rehabilitation and Social Services Subcommittee on Cannabis approved a Senate Bill that aims...
Via
Benzinga
Topics
Cannabis
420 with CNW — SD Assembly Approves Legislation Sanctioning Cannabis Companies Without Warnings on Gun Ownership
January 25, 2024
Via
CannabisNewsWire
Topics
Cannabis
Firearms
Record-Breaking Cannabis Sales In Ohio Mask Stagnating Growth Rate: What's Behind The Numbers?
↗
January 25, 2024
Sales of medical cannabis in Ohio reached a new record high in 2023, with $484.4 million worth of products sold, but the growth rate of sales has been in decline, increasing by only 1.2% compared to...
Via
Benzinga
Topics
Cannabis
Colorado Wants To Simplify Cannabis Regulations, Eliminate Fungus Testing: A 500-Page Rulebook Is Too Long, Lawmakers Say
↗
January 25, 2024
Colorado lawmakers have introduced a bipartisan bill that aims to remove a rule requiring cannabis products to be tested for a fungus called Aspergillus. The rule, which was implemented by the Colorado...
Via
Benzinga
Topics
Cannabis
Product Recall
2 Reasons to Buy Green Thumb Industries Stock, and 1 Reason to Sell
↗
January 25, 2024
Its financial performance is improving and its retail footprint is increasing steadily.
Via
The Motley Fool
A Bull Market Is Here: These 3 Growth Stocks Could Be Big Winners
↗
January 25, 2024
There's plenty of upside still out there for these stocks.
Via
The Motley Fool
Cannabis Stock Movers For January 24, 2024
↗
January 24, 2024
Via
Benzinga
Topics
Cannabis
DOJ To Federal Court: Don't Disrupt DEA's Rescheduling Process, Drop Cannabis Industry Lawsuit — Legal Tug-Of-War Continues
↗
January 24, 2024
The DOJ's emphasis on the ongoing DEA rescheduling process suggests a potential willingness to reconsider cannabis's classification.
Via
Benzinga
Topics
Cannabis
Lawsuit
Green Thumb Industries to Hold Fourth Quarter and Full Year 2023 Earnings Conference Call on February 28, 2024
January 24, 2024
From
Green Thumb Industries
Via
GlobeNewswire
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