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home
about us
Investment Approach
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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MVS 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
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Event Schedule
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Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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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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Organigram Global Inc. - Common Shares
(NQ:
OGI
)
1.400
-0.040 (-2.78%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Apr 28, 2026
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Latest Executive Changes In Marijuana Industry, New Appointments & More
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March 03, 2023
As the Benzinga Cannabis Capital Conference returns to Miami (April 11-12), gathering top CEOs, investors and leaders in the mari
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February Momentum Report For The 5 Major Canadian Cannabis LP Stocks
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February 28, 2023
The extent of direction or momentum a stock is experiencing over a specified period of time is important.
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Cannabis Stock Gainers And Losers From February 27, 2023
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February 27, 2023
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Organigram Launches SHRED X Rip-Strip Hash Making It 'Easy To Roll Your Own Hash-Infused Pre-Rolls'
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February 27, 2023
Organigram Holdings Inc. (NASDAQ: OGI) (TSX:OGI) announced the launch of SHRED X Rip-Strip Hash. This botanical terpene-infused hash comes with 10 pre-cut strips of hash available in a 2g format.
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February 24, 2023
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Bearish Sentiment Across The Cannabis Space - Check Full Movers For February 21, 2023
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February 21, 2023
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4 Of The 5 Largest Canadian Cannabis LPs Are Still Up YTD
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February 17, 2023
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Cannabis Portfolio Contest Update: YTD Performances Range From +12.7% To -10.0%
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February 14, 2023
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Canadian Cannabis LPs: CGC's Plunge Drags Category Down
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February 11, 2023
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Marijuana Stock Movers For February 9, 2023
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February 09, 2023
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The "Multi-Bagger" Portfolio Continued To Outperform The S&P 500 Last Week
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February 06, 2023
Our basket of mostly microcap cannabis, psychedelic and plant-based food stocks was extremely oversold in 2022 but we're watching for them to bounce back in 2023.
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5 Largest Canadian Cannabis Stocks Flat This Week
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February 03, 2023
Only 5 Canadian licensed producers out of the 950 who are licensed by Health Canada are publicly traded. Cumulatively they fell flat this week but are still up 16% YTD.
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Cannabis Stock Movers For February 2, 2023
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Cannabis Stock Movers For January 30, 2023
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The "Multi-Bagger" Portfolio Update: Week Ending January 27
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January 29, 2023
Cannabis, psychedelic and plant-based food stocks were extremely oversold in 2022 but many of them could possibly bounce back with major returns in 2023. We track the performance of a basket of 10 such...
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Largest Cannabis LPs: Up 5% This Week, 16% YTD
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Marijuana Stock Movers For January 26, 2023
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January 26, 2023
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Organigram Provides NASDAQ Listing Update
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From
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3 Cannabis Stocks to Buy and Hold for the Next 10 Years
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January 23, 2023
All of these companies are trading at low price-to-book-value ratios.
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The Motley Fool
The "Multi-Bagger" Portfolio Update: January 20th, 2023
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January 22, 2023
Cannabis, psychedelic and plant-based food stocks performed terribly in 2022 so one could be excused for thinking they have probably reached bottom - hence this portfolio.
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Talk Markets
Largest Cannabis LPs -2% This Week; +10.5% YTD
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January 21, 2023
We track how the the 5 largest vertically integrated (i.e. seed-to-sale) licensed producers by market capitalization performed this week, and since the beginning of 2023
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Marijuana Stock Movers For January 20, 2023
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January 20, 2023
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Cannabis Stock Movers For January 18, 2023
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January 18, 2023
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Benzinga
Cannabis Stock Movers For January 16, 2023
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January 16, 2023
Via
Benzinga
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