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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
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Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
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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
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TAF sm Program
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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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
)
7.710
-0.180 (-2.28%)
Streaming Delayed Price
Updated: 3:59 PM EST, Dec 29, 2025
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Viridian Chart Of The Week: Which Companies Have The Most Upside And Downside From A DEA Announcement?
↗
December 04, 2023
The MSOS ETF is now up 41.4% from the August 30, 2023, HHS rescheduling announcement, but it has fallen significantly from its peak gain of 85.0% in mid-September. The Viridian Chart of the Week looks...
Via
Benzinga
Topics
ETFs
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
Shareholders Rally For New Directors As Cannabis MSO Enters $3M Asset Sale Deal
↗
December 01, 2023
YourWay Cannabis Brands Inc. (CSE: YOUR) (OTC: YOURF) announced Thursday that it has entered into a definitive agreement to sell Labtronix, Inc.
Via
Benzinga
Topics
Cannabis
DeSantis And Moody's War On Weed Loses Steam: Poll Shows Florida Overwhelmingly Supports Legalization
↗
November 30, 2023
A recent poll by the University of North Florida (UNF) found that nearly seven out of ten registered Florida voters support a marijuana legalization initiative that is expected to appear on a 2024...
Via
Benzinga
Topics
Cannabis
Trulieve Cannabis: Q3 Earnings Insights
↗
November 09, 2023
Via
Benzinga
SLANG Shares Surging: Growth Continues For Cannabis Co. As Q3 Revenue And Gross Profit Increase
↗
November 28, 2023
SLANG Worldwide Inc. (CNSX: SLNG) (OTCQB: SLGWF) reported on Tuesday results for the three and nine months ended Sept. 30, 2023, revealing an increase in both revenue and gross profit, sequentially and...
Via
Benzinga
Topics
Cannabis
420 with CNW — Rescheduling Cannabis Could Lead to Broader Acceptance by the Mainstream Medical Industry
November 28, 2023
Via
CannabisNewsWire
Topics
Cannabis
MSOs' New Strategy: Why Top Cannabis Firms Are Leaving States
↗
November 22, 2023
Discover why leading cannabis MSOs like Trulieve and Cresco Labs are exiting state markets amid economic and legislative changes in 2023.
Via
Benzinga
Topics
Cannabis
Mother Of Deceased Cannabis Worker Sues Marijuana Giant Claiming Wrongful Death And Negligence
↗
November 22, 2023
Laura Bruneau, the mother of Lorna McMurrey is suing Trulieve Cannabis Corp.
Via
Benzinga
Topics
Cannabis
Lawsuit
EBITDA Growth And Multi-State Opportunities In Key States Going Legal: Zuanic & Associates' Insights
↗
November 21, 2023
Zuanic & Associates' latest report offers a thorough analysis of the financial impacts expected in key U.S. states, including Florida, Minnesota, Ohio, Pennsylvania and Virginia, as they move toward...
Via
Benzinga
Topics
Cannabis
Bullish Tuesday For Marijuana Stocks - EVIO, Affinor Growers Among Top Gainers
↗
November 21, 2023
Via
Benzinga
Topics
Cannabis
DOJ Wants Firearms Ban For Cannabis Users, Maine's Tainted Medical Marijuana And More Updates
↗
November 20, 2023
Mainers At Risk Over Tainted Medical Marijuana
Via
Benzinga
Topics
Cannabis
Firearms
Cannabis Employee Died From Occupational Asthma, Fed Report Confirms First Such Case In US
↗
November 20, 2023
The Centers for Disease Control and Prevention (CDC) issued a report confirming the first case of an occupational asthma death in U.S. cannabis history.
Via
Benzinga
Topics
Cannabis
Death
Economy
Rebalanced American Cannabis MSOs Index Up 5% Last Week
↗
November 20, 2023
Via
Talk Markets
Topics
Cannabis
Marijuana Stock Movers For November 17, 2023
↗
November 17, 2023
Via
Benzinga
Topics
Cannabis
420 with CNW — Ohio GOP Governor Asks Legislature to Modify Voter-Passed Cannabis Measure Before It Takes Effect
November 17, 2023
Via
CannabisNewsWire
Topics
Cannabis
The Billion-Dollar Question: How Much Are Cannabis Multi-State Operators Really Worth?
↗
November 17, 2023
In his latest note, senior analyst Pablo Zuanic from equity research firm Zuanic & Associates assesses the valuation of US Multi-State Operators (MSOs) in the cannabis sector.
Via
Benzinga
Topics
Cannabis
Bullish Thursday For Marijuana Stocks - MPX International, GrowLife Among Top Gainers
↗
November 16, 2023
Via
Benzinga
Topics
Cannabis
Cannabis Stock Movers For November 13, 2023
↗
November 13, 2023
Via
Benzinga
Topics
Cannabis
Cannabis Chart Of The Week: Revenue And EBITDA Beats Are Great, But The Real Story Is Cash Flow From Operations
↗
November 13, 2023
Third-quarter earnings releases still have about a week to go. Still, eight companies representing over 78% of the total market cap of the fourteen MSOs with market caps over $100M have reported and...
Via
Benzinga
Topics
Cannabis
American Cannabis MSO Stocks On The Rebound
↗
November 12, 2023
The 7 stocks in our American Cannabis MSOs Index are experiencing a welcome rebound, up 10.8% the week ending November 11th on top of a 14.1% surge the previous week and following significant declines...
Via
Talk Markets
Topics
Cannabis
Marijuana Stock Movers For November 10, 2023
↗
November 10, 2023
Via
Benzinga
Topics
Cannabis
Trulieve Cannabis Q3 Financials Show Major Improvement In Net Loss
↗
November 09, 2023
Trulieve Cannabis, a constituent in the munKNEE American Cannabis MSO Stocks Index, announced its Q3 financials today and they all showed continued weakness except for its Net Income which showed a...
Via
Talk Markets
Topics
Cannabis
Trulieve Significantly Narrows Q3 Loss Thanks To Lower Operating Expenses
↗
November 09, 2023
Florida-based cannabis company Trulieve Cannabis Corp. (CSE: TRUL) (OTCQX: TCNNF) reported its financial results Thursday for the third quarter, disclosing revenue of $275.2 million compared to $295.4...
Via
Benzinga
Topics
Cannabis
Cannabis Stock Movers For November 8, 2023
↗
November 08, 2023
Via
Benzinga
Topics
Cannabis
Florida's Cannabis Legalization Battle: High Stakes In The Sunshine State In Lead Up To 2024 Ballot
↗
November 08, 2023
Florida's Supreme Court is holding a crucial hearing on a citizen-led initiative by Smart & Safe Florida, backed by Trulieve Cannabis Corp (OTCQX:
Via
Benzinga
Topics
Cannabis
420 with CNW — University of Buffalo Professor Receives $3.2M Grant to Study Cannabis Among Cancer Patients
November 08, 2023
Via
CannabisNewsWire
Topics
Cannabis
Largest Cannabis Sector Stocks On A Roller Coaster
↗
November 07, 2023
The five largest constituents in our Canadian Cannabis LPs Index and the seven stocks in the American Cannabis MSOs Index together were down 18% during the last week of October only to jump up 13.8%...
Via
Talk Markets
Topics
Cannabis
California Cannabis Update: Market Woes, Farmers' Resilience, Safeguarding Privacy And More
↗
November 06, 2023
Explore CA's latest cannabis industry trends, market regulation updates, and new privacy laws for job seekers.
Via
Benzinga
Topics
Cannabis
Marijuana Stock Movers For November 2, 2023
↗
November 02, 2023
Via
Benzinga
Topics
Cannabis
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