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home
about us
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Team Biographies
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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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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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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
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BAT
(NY:
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57.37
-1.35 (-2.30%)
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Updated: 7:00 PM EDT, Mar 20, 2026
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BUD Declined Dramatically In May And Again Last Week
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June 05, 2023
The Conservative
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Summary Of 6 Conservative "Cannabis" Stock Performances In May
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June 02, 2023
If you are reluctant to invest directly in either Canadian (-43.7% YTD) or American (-18.9% YTD) cannabis stocks then consider investing in those companies that have major financial investments in...
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My, Oh My: This 8.5% High-Yield Dividend Stock Is a Magnificent Buy
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A potential 20% annual investment returns make this stock a could-be market-beater.
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Buy This Undervalued Stock Before Everyone Else Does
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May 30, 2023
Analysts think the tobacco juggernaut could have major upside in the next 12 months.
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7 Consumer Stocks to Buy and Hold for the Long Haul
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May 29, 2023
For steady dividends and price appreciation, consider adding these seven best long-term consumer stocks to your portfolio.
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Largest Canadian Cannabis Companies Collapsed 16%, On Average, This Week
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May 27, 2023
Tilray's stock price dropped precipitously on Friday and, given the dismal consumer sentiment regarding Canadian cannabis (LP) stocks, so did just some of their big
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Talk Markets
How Is The Market Feeling About British American Tobacco?
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May 17, 2023
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British American Tobacco Picks Tadeu Marroco As CEO
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May 15, 2023
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Current Report: British American Tobacco (BTI)
↗
March 20, 2023
British American’s most recent annual dividend of $2.80 casts a forward annual yield of 7.77%.
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Top 5 Consumer Staples Stocks Which Could Rescue Your Portfolio This Month
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May 23, 2023
The most oversold stocks in the consumer staples sector presents an opportunity to buy into undervalued companies.
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3 Bargain Stocks You Can Buy Today and Hold Forever
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May 21, 2023
Some of the world's greatest businesses are mouthwateringly cheap.
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The 5 Largest Canadian Cannabis LPs Are All Down YTD
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May 20, 2023
Even Tilray, the best performing Canadian Cannabis LP YTD, is down 10%.
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Technical Analysis Of British American Tobacco Plc.
↗
May 15, 2023
Looking at BTI’s chart, we can see that it is in a downtrend, and it was lastly traded at around $33.70.
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Google Launches Tools To Detect Fake Images, Apple May Encounter Delays In iPhone 15 Production, Shake Shack Sees Activist Investor Proxy Fight: Today's Top Stories
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May 15, 2023
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What Does British American Tobacco's Debt Look Like?
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March 09, 2023
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Benzinga
5 Largest Canadian Cannabis LPs Up, So Far, In May
↗
May 06, 2023
The 5 largest licensed producers (LPs) we track in our Canadian Cannabis Index are up 10% so far in the merry month of May, but are still down 20% YTD.
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April Summary: Conservative "Cannabis" Stocks Outperformed
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May 01, 2023
Consider investing in one or more companies that have major financial investments in cannabis stocks. The Conservative
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Talk Markets
A Conservative Way To Invest In Cannabis Stocks
↗
April 22, 2023
The Canadian Cannabis LPs Index is -12.3% MTD and -27.4% YTD, but these six companies that have major financial investments in many of the LPs are up a bit, and pay dividends, too.
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7 Blue-Chip Stocks to Buy for 100% Returns
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April 12, 2023
While blue-chip stocks to buy have a reputation for slow-and-steady gains, these enterprises just might double in value.
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Got $1,000? 2 Ultra-High-Yield Dividend Stocks to Get Your Hands On
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April 11, 2023
These two tobacco companies are capable of turbocharging your passive income.
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BAT Invests $10M In Joint Venture Pursuing FDA-Approval Of Hemp-Based Drug For Neurological Condition
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April 07, 2023
Charlotte's Web Holdings, Inc. (OTCQX: CWBHF) (TSX:CWEB) a full-spectrum hemp extract wellness products manufacturer, has formed a joint venture (the "JV") with AJNA BioSciences PBC, a botanical drug...
Via
Benzinga
Conservative "Cannabis" Stocks Unchanged In March
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April 02, 2023
Our Conservative Pot Stocks Index consists of 3 tobacco companies, 2 beer companies, and 1 liquor company that are significantly invested in the cannabis industry. Its constituents have an average...
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Talk Markets
Cannabis vs. Tobacco: The Battle For Market Share And Public Health
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March 31, 2023
A recent poll showed that Americans prefer legal cannabis over legal tobacco.
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Benzinga
Charlotte's Web Net Revenue Declines 22.8% To $74.1M, What About Profit?
↗
March 23, 2023
Charlotte's Web Holdings, Inc. (OTCQX: CWBHF) (TSX:CWEB) net revenue for the twelve months ended December 31, 2022, was $74.1 million, a decrease of 22.8% from $96.1 million in 2021, due to lower DTC...
Via
Benzinga
Organigram Appoints BAT's Caroline Ferland To The Board Of Directors
↗
March 21, 2023
BAT (NYSE: BTI) has designated Caroline Ferland as a nominee to Organigram Holdings Inc.’s (NASDAQ: OGI) (TSX:OGI), board of directors.
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Benzinga
7 Growth Stocks to Consider for Long-Term Portfolio Gains
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March 05, 2023
If you have the patience to ride through potential volatility, these long-term growth stocks to buy can deliver the goods.
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InvestorPlace
Our Conservative "Cannabis" Index Is Down 1.3% YTD
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March 02, 2023
The Conservative Cannabis Stocks Index is down 1.3% YTD and its constituents currently have an average dividend yield of 3.3%.
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Talk Markets
Only 2 Of 5 Cannabis Categories Have Advanced YTD
↗
February 25, 2023
The 5 categories in the cannabis sector perform quite differently from each other but YTD the common trend is mostly downward.
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Talk Markets
7 Dividend Yield Monsters Poised to Soar
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February 23, 2023
These high-yield dividend stocks are poised to soar as investors pile onto growing companies offering regular income.
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InvestorPlace
7 Blue-Chip Stocks to Buy for Safe and Steady Gains
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February 13, 2023
These blue chip stocks to buy offer healthy upside potential while trading at attractive multiples at this time.
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InvestorPlace
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