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home
about us
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Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
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
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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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Cannabis Stock Movers For March 22, 2023
↗
March 22, 2023
Via
Benzinga
Bullish Tuesday For Marijuana Stocks - Aurora Cannabis, OrganiGram Holdings Among Top Gainers
↗
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March 21, 2023
Cannabis stocks are in focus after some recent commentary surrounding the SAFE Banking Act. Will it break the group's downtrend?
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Cannabis Stock Gainers And Losers From March 20, 2023
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March 20, 2023
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March 15, 2023
On Wednesday, 479 stocks made new 52-week lows.
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Cannabis Stock Gainers And Losers From March 7, 2023
↗
March 07, 2023
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Stoner Icon Cheech Marin Introduces Cured Resin Concentrate To This State's Cannabis Market
↗
March 17, 2023
Two cannabis companies in Michigan have joined forces to produce a limited quantity of cured resin concentrate.
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Is Recreational Weed Killing Medical Marijuana? Michigan MMJ Sales Drop A LOT As Rec Sales Boom
↗
March 17, 2023
Michigan's February medical marijuana sales dropped 61.5% year-over-year to $10.0 million, while adult-use sales improved 60.1% to $206.4 million.
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Benzinga
1 Dirt Cheap Growth Stock That Wall Street Thinks Could Climb 114% in 2023
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March 17, 2023
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Cannabis Stock Gainers And Losers From March 16, 2023
↗
March 16, 2023
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Down 80% From Its High, Is SNDL a Buy?
↗
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2 Reasons to Sell Tilray Stock and 1 Reason to Buy It
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March 14, 2023
Tilray's shares have been hurt by lagging sales.
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Michigan Court Approves Order For The Appointment Of Receiver Over Skymint Assets
↗
March 13, 2023
SunStream Opportunities LP, an affiliate of SunStream Bancorp Inc., a joint venture sponsored by SNDL Inc. (NASDAQ: SNDL), has submitted the entry of a stipulated order by the Circuit Court for the...
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Benzinga
Cannabis Stock Gainers And Losers From March 10, 2023
↗
March 10, 2023
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Benzinga
Cannabis Industry Woes: It's Not Just Skymint, Another 4 Michigan Weed Companies Now In Receivership
↗
March 10, 2023
Michigan's Skymint is not the only cannabis operator under the control of a receiver, according to Crain’s Detroit Business. At least another four marijuana companies are in receivership.
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Benzinga
Atlas Global Brands Makes Changes 'Not Taken Lightly' - Reduces Its Workforce By ~20%
↗
March 10, 2023
Atlas Global Brands Inc. (CSE:ATL) has taken the necessary steps to leverage the combined capabilities across its six businesses following the completion of a business combination, involving Atlas...
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Hedge Funds And Institutional Investors Are Buying These Cannabis Stocks
↗
March 09, 2023
Because most public cannabis companies are still largely in growth phases, higher interest rates have hit their stocks hard. But, as share prices come down, institutional investors and hedge funds have...
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Marijuana Stock Movers For March 8, 2023
↗
March 08, 2023
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Benzinga
Skymint Gets Sued, Cannabis Market In Michigan Affects Several Companies & More
↗
March 08, 2023
Michigan cannabis operator Skymint is under the control of a receiver, according to Crain’s Detroit Business.
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Benzinga
IM Cannabis To Reduce Its Workforce In Israel By Up To 25%
↗
March 08, 2023
IM Cannabis Corp. (NASDAQ: IMCC) (CSE:IMCC) will be reducing its workforce in Israel by 20%-25% across all functions to strengthen its focus on core activities and drive efficiencies to realize...
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Benzinga
Cannabis Stock Gainers And Losers From March 6, 2023
↗
March 06, 2023
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Benzinga
Cannabis Stock Movers For March 3, 2023
↗
March 03, 2023
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Benzinga
Florida Cannabis Giant Faces Backlash After New Layoffs: Community Outrage And A Corporate Need To Adapt
↗
March 02, 2023
Only a few days ago, Florida-based cannabis operator Trulieve (OTCQX: TCNNF) fired an unknown number of employees at a customer call center in Clearwater.
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Benzinga
Marijuana Stock Movers For March 1, 2023
↗
March 01, 2023
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Cannabis Stock Gainers And Losers From February 28, 2023
↗
February 28, 2023
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Benzinga
Marijuana Stock Movers For February 24, 2023
↗
February 24, 2023
Via
Benzinga
KCSA Cannabis Virtual Investor Conference: Presentations Now Available for Online Viewing
February 24, 2023
Company Executives Share Vision and Answer Questions at VirtualInvestorConferences.com
From
Virtual Investor Conferences
Via
GlobeNewswire
SNDL to Webcast Live at VirtualInvestorConferences.com February 23rd
February 23, 2023
Company invites individual and institutional investors, as well as advisors and analysts, to attend real-time, interactive presentations on VirtualInvestorConferences.com
From
Virtual Investor Conferences
Via
GlobeNewswire
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