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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
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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
)
7.650
-0.240 (-3.04%)
Streaming Delayed Price
Updated: 3:21 PM EST, Dec 29, 2025
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Bullish Friday For Marijuana Stocks - Choom Holdings, EVIO Among Top Gainers
↗
January 05, 2024
Via
Benzinga
Topics
Cannabis
420 with CNW — NORML Analysis Reveals 32,000 Studies on Cannabis Have Been Published in Past 10 Years
January 03, 2024
Via
CannabisNewsWire
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Here's Where To Buy Legal Weed: Cannabis Store Openings Ahead Of The New Year
↗
December 29, 2023
The first licensed adult-use cannabis dispensary and delivery service in New York, Housing Works Cannabis Co, has celebrated a successful first year of operations. The dispensary, which reported...
Via
Benzinga
Topics
Cannabis
From Snoop Dogg Video Blasting Trump To GOP Admitting Legal Weed Undercuts Drug Cartels: Benzinga's Most-Read Pot Stories Of 2023
↗
December 28, 2023
What was the most exciting cannabis news of 2023?
Via
Benzinga
Topics
Cannabis
Government
Tesla Investor Ross Gerber Calls On DEA To Reschedule Cannabis: 'Absurd We're Still Waiting'
↗
December 27, 2023
It wasn’t long ago when Ross Gerber, president and CEO of Gerber Kawasaki Wealth and Investment Management and an enthusiastic Tesla Inc (NASDAQ: TSLA)
Via
Benzinga
Marijuana Giant Trulieve Boosts Cash Position With $25M Loan, Opens Cannabis Stores In Florida
↗
December 27, 2023
Florida-based medical cannabis firm Trulieve Cannabis has secured $25m of gross proceeds from a five-year loan. The company will pay interest of 8.31% until the loan matures. The deal, arranged with...
Via
Benzinga
Topics
Cannabis
Cannabis Stock Movers For December 26, 2023
↗
December 26, 2023
Via
Benzinga
Topics
Cannabis
Key Leadership Changes In Cannabis You Should Know About As We Head Into 2024
↗
December 22, 2023
This month, the Indigenous Cannabis Industry Association held its first Indigenous Cannabis Regulators roundtable, bringing together Indigenous Cannabis Regulators from Tribal Nations and...
Via
Benzinga
Topics
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Marijuana Stock Movers For December 22, 2023
↗
December 22, 2023
Via
Benzinga
Topics
Cannabis
420 with CNW — Think Tank Says Legalizing Cannabis Federally Could Generate $8.5B in Taxes
December 22, 2023
Via
CannabisNewsWire
Topics
Cannabis
Bill Banning Wrongful DUI Cannabis Arrests, Interstate Marijuana Commerce Puts CA In Jeopardy And More
↗
December 22, 2023
Via
Benzinga
Topics
Cannabis
Ron DeSantis Questions Legitimacy Of Florida Medical Marijuana Users, Suggests "Pretext" For Recreational
↗
December 20, 2023
Florida Governor Ron DeSantis cast doubt on the medical necessity of marijuana for at least some of the state's 850,000 registered patients. While speaking to supporters this week in a lead-up to the...
Via
Benzinga
Topics
Cannabis
Marijuana Stock Movers For December 20, 2023
↗
December 20, 2023
Via
Benzinga
Topics
Cannabis
35 Cannabis Innovators To Watch In 2024: Leaders Shaping The Green Revolution
↗
December 20, 2023
Discover the stories and future prospects of 35 influential figures in the cannabis industry, driving innovation and shaping the evolving landscape.
Via
Benzinga
Topics
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Could Florida Legalize Recreational Cannabis? What You Need To Know When Visiting The Sunshine State
↗
December 19, 2023
The upcoming Benzinga Cannabis Capital Conference in April 2024 in Hollywood, FL, will discuss the proposed changes to Florida's cannabis laws, from medical to recreational, and how it could open up...
Via
Benzinga
Topics
Cannabis
Cannabis Stock Gainers And Losers From December 18, 2023
↗
December 18, 2023
Via
Benzinga
Topics
Cannabis
Cannabis MSOs Down 11% Last Week Due To Year-End Tax-Loss Selling
↗
December 18, 2023
Many investors who bought cannabis MSO stocks only to see them drop in subsequent sessions will be in a position to take advantage of tax-loss selling provisions by selling their losers so they can...
Via
Talk Markets
Topics
Cannabis
420 with CNW — Governors Ask President Biden to Reschedule Cannabis
December 15, 2023
Via
CannabisNewsWire
Topics
Cannabis
DEA vs. Georgia: Tensions Rise Over Medical Cannabis Access As State Regulators Consider Legal Action
↗
December 14, 2023
The Georgia Access to Medical Cannabis Commission (GMCC) recently convened a special meeting to discuss the ramifications of warning letters received from the U.S. Drug Enforcement Administration (DE
Via
Benzinga
Topics
Cannabis
Cannabis 50 List: Most Impactful Companies, Organizations And Individuals In The Last 5 Years, Per MGO
↗
December 14, 2023
CPA and business advisory firm MGO unveiled its fifth annual "Cannabis 50" list. This list celebrates the impactful contributions of companies, organizations and individuals in the cannabis and hemp...
Via
Benzinga
Topics
Cannabis
Cannabis Stock Gainers And Losers From December 13, 2023
↗
December 13, 2023
Via
Benzinga
Topics
Cannabis
Alabama Regulator Grants Most Coveted Medical Cannabis Licenses To Five Applicants As Legal Dust Finally Settles
↗
December 13, 2023
Nearly two weeks after granting 20 medical cannabis licenses for the production, distribution and testing of medical marijuana, the Alabama cannabis regulator has voted to award the most coveted...
Via
Benzinga
Topics
Cannabis
Lawsuit
Cannabis Stock Gainers And Losers From December 12, 2023
↗
December 12, 2023
Via
Benzinga
Topics
Cannabis
10 Best States For Cannabis Businesses Ranked By Legal Experts, The Winner Will Surprise You
↗
December 12, 2023
Have you ever wondered which US state has the most favorable regulations for cannabis businesses?
Via
Benzinga
Topics
Cannabis
Cannabis Chart Of The Week: Who Are The Strongest MSO Credits And How Are They Trending?
↗
December 11, 2023
The Viridian Credit Tracker model is a valuable tool for investors and companies alike to gauge the credit quality of cannabis companies. The model utilizes 11 market-based and financial...
Via
Benzinga
Topics
Cannabis
7 Largest Cannabis (Marijuana) MSOs Were Up 10% This Week
↗
December 10, 2023
Our American Cannabis MSOs Index was up 10.2% this week and is now up 19.1% YTD.
Via
Talk Markets
Topics
Cannabis
DEA Warns Pharmacies Selling Medical Marijuana In Georgia That THC Oil Is Illegal To Dispense
↗
December 07, 2023
The Drug Enforcement Administration (DEA) is warning pharmacies in Georgia that dispensing medical marijuana is not legal under federal law.
Via
Benzinga
Topics
Cannabis
Law Enforcement
420 with CNW — Immigrants Still Face Legal Consequences for Marijuana Use Despite State-Level Legalization
December 06, 2023
Via
CannabisNewsWire
Topics
Cannabis
Surprise Inspection Forces Cannabis Company To Cancel $3M Sale Deal Shareholders Opposed
↗
December 06, 2023
YourWay Cannabis Brands Inc. (CSE: YOUR) (OTC: YOURF) has terminated the definitive agreement to sell Labtronix, Inc. The special meeting of shareholders scheduled for Dec. 28, 2023 to vote on the sale...
Via
Benzinga
Topics
Cannabis
Investment Potential: Financial Performance, Portfolio And Growth Of Leading Public Sale-Leaseback Stock In Cannabis
↗
December 06, 2023
Zuanic & Associates' latest report, which initiates coverage of New Lake Capital Partners (OTC: NLCP) with an Overweight rating explains their motivation. "As of the third quarter of 2023, its net real...
Via
Benzinga
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