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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
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EVENTS
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Event Schedule
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Event Schedule
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Investing During Uncertain Times
Read FULL Seminar Here
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
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
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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Green Thumb Industries Inc
(OP:
GTBIF
)
7.300
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Updated: 3:59 PM EST, Feb 4, 2026
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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
Cannabis
420 with CNW — Limited Product Range Hampers Recreational Cannabis Sales in Connecticut
December 19, 2023
Via
CannabisNewsWire
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
Forget Aurora Cannabis: 1 Cannabis Stock With Far Better Prospects
↗
December 16, 2023
Aurora Cannabis is the marijuana name you already know. Green Thumb Industries is the marijuana stock you'd be better off buying.
Via
The Motley Fool
Topics
Cannabis
Bearish Friday For Marijuana Stocks - GreenGro Technologies, Body and Mind Among Top Gainers
↗
December 15, 2023
Via
Benzinga
Topics
Cannabis
A 2024 Investor Guide To New York's Cannabis Market Expansion: The MSO Wealth Roadmap
↗
December 15, 2023
Considering the significant growth potential in New York's cannabis market and the strategic positioning of Multi-State Operators (MSOs) highlighted in Zuanic & Associate's latest report, how might...
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
The 7 Most Undervalued Cannabis Stocks to Buy in December
↗
December 14, 2023
These seven cannabis stocks are either undervalued based on traditional metrics, or are undervalued relative to future potential.
Via
InvestorPlace
Topics
Cannabis
Rescheduling & Legalization: 7 Cannabis Stocks Set to Surge in 2024
↗
December 13, 2023
Wager on these top cannabis stocks for 2024, fueled by policy shifts and public opinion offering strong upside
Via
InvestorPlace
Topics
Cannabis
Green Thumb to Open RISE Dispensary Port Orange in Florida, its 90th Retail Location in the Nation, on December 15
December 13, 2023
From
Green Thumb Industries
Via
GlobeNewswire
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
420 with CNW — NY Regulators Can Issue Cannabis Business Licenses After Supreme Court Suspends Injunction
December 11, 2023
Via
CannabisNewsWire
Topics
Cannabis
Lawsuit
Nevada's Marijuana Regulator Gets A Dynamic New Leader And Other Leadership Changes In Cannabis
↗
December 11, 2023
Nevada Gov. Joe Lombardo revealed last week that James Humm agreed to lead the state's agency that regulates the burgeoning cannabis market. Tyler Klimas, who currently holds the position of executive...
Via
Benzinga
Topics
Cannabis
Supreme Court Settlement Paves Way For New York Medical Marijuana Shops To Enter Adult Market On Dec. 29
↗
December 10, 2023
Following a months-long legal standoff that had New York cannabis shop owners in a holding pattern and state regulators unable to hand out new business licenses, the doors are finally opening.
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
Here's Where To Buy Legal Weed: New Stores Kicking Off Cannabis Sales Just In Time For The Holidays
↗
December 08, 2023
The holiday season is here. It's time to kick back, relax and try some of the cannabis products from new shops with new products.
Via
Benzinga
Topics
Cannabis
Green Thumb Announces Retirement of Richard Drexler from Board of Directors
December 08, 2023
From
Green Thumb Industries
Via
GlobeNewswire
New York Cannabis Cops Seized $54M In Illicit Weed From Unlicensed Storefronts, Says Gov. Hochul
↗
December 05, 2023
New York law enforcement authorities have had a busy year running from one illegal weed shop after another. Gov. Kathy Hochul’s administration announced on Monday that they seized more than 11,000...
Via
Benzinga
Topics
Cannabis
Cannabis Stock Gainers And Losers From December 4, 2023
↗
December 04, 2023
Via
Benzinga
Topics
Cannabis
BREAKING: NY Supreme Court Lifts Cannabis Licensing Injunction, Process Resumes For Hundreds Of Retailers
↗
December 01, 2023
The legal standoff that has prevented cannabis dispensaries across New York State from getting their licenses to operate was resolved late Friday when the NY Supreme Court lifted an injunction...
Via
Benzinga
Topics
Cannabis
Bullish Friday For Marijuana Stocks - MGC Pharmaceuticals, Indiva Among Top Gainers
↗
December 01, 2023
Via
Benzinga
Topics
Cannabis
November Recap: 7 Largest American Cannabis MSOs Jumped 40%, On Average
↗
December 01, 2023
A look at November performances of the 7 constituents in the American Cannabis MSOs Index and any recent news about them.
Via
Talk Markets
Topics
Cannabis
420 with CNW — Amid Congressional Inaction, NY Governor Enacts Measure Easing Cannabis Banking
December 01, 2023
Via
CannabisNewsWire
Topics
Cannabis
Bullish Sentiment Across The Cannabis Space - Check Full Movers For November 29, 2023
↗
November 29, 2023
Via
Benzinga
Topics
Cannabis
Green Thumb to Open RISE Dispensaries in Tampa and Crystal River on December 1, Expanding its Footprint to 13 Locations in the Sunshine State
November 29, 2023
From
Green Thumb Industries
Via
GlobeNewswire
Press Release
November 28, 2023
Chicago, Illinois--(Newsfile Corp. - November 28, 2023) - On November 27, 2023, Anthony Georgiadis, President of Green Thumb Industries Inc....
Via
Newsfile
Turning Over A New Leaf In New York? Cannabis Dispensaries Await Movement After Crucial Lawsuit Settlement
↗
November 27, 2023
The New York State Cannabis Control Board (CCB) achieved a critical breakthrough in overcoming a legal impasse obstructing the establishment of numerous cannabis dispensaries in the state.
Via
Benzinga
Topics
Cannabis
Lawsuit
High Hopes: 3 Cannabis Stocks Set to Soar in 2024
↗
November 27, 2023
Cannabis stocks could see major tailwinds in 2024, and these three companies stand to benefit from legalization initiatives.
Via
InvestorPlace
Topics
Cannabis
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