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What We Buy Currently
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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
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EVENTS
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Event Schedule
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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
UNCHANGED
Streaming Delayed Price
Updated: 3:59 PM EST, Feb 4, 2026
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4 First-Class Growth Stocks You'll Regret Not Buying in the Wake of the Nasdaq Bear Market Dip
↗
November 25, 2023
The innovation-fueled Nasdaq Composite is still 11% below its all-time high, which means bargains abound for opportunistic investors.
Via
The Motley Fool
Topics
Stocks
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
Green Thumb Q3 Financial Metrics Are All Up
↗
November 08, 2023
Third quarter performance was largely driven by the July 1 launch of adult-use sales in Maryland.
Via
Talk Markets
Green Thumb Industries's Earnings Outlook
↗
November 07, 2023
Via
Benzinga
420 with CNW — Could Rescheduling Make Marijuana Interstate Commerce Possible?
November 21, 2023
Via
CannabisNewsWire
Topics
Cannabis
Viridian Chart Of The Week: Finding The Right Balance Between Cheapness And Safety In Cannabis Stocks
↗
November 20, 2023
Third-quarter earnings have been released for all companies in the Viridian Chart of the Week. Equity prices have had an opportunity to react to the news (or not).
Via
Benzinga
Topics
Cannabis
Hochul Signs Tax Relief Measure For Cannabis Operators In NYC, Finally A Break For Legal Businesses
↗
November 20, 2023
Governor Kathy Hochul (D) signed a cannabis tax relief measure into law that will help New York City businesses that are not entitled to certain federal tax deductions under federal law. The...
Via
Benzinga
Topics
Cannabis
Marijuana Stock Movers For November 17, 2023
↗
November 17, 2023
Via
Benzinga
Topics
Cannabis
Third-Quarter Earnings Highlight Distinct Pathways For U.S. Cannabis Operators
↗
November 17, 2023
In recent weeks, distinct differences have emerged among U.S. cannabis operators following the release of their third-quarter results. Despite shared challenges across the industry—such as price...
Via
Benzinga
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
3 Cannabis Stocks You’ll Regret Not Buying Soon: November 2023
↗
November 14, 2023
Cannabis stocks could see higher highs in 2024, especially with 70% of Americans now in strong favor of legalization.
Via
InvestorPlace
Topics
Cannabis
Cannabis Stock Gainers And Losers From November 14, 2023
↗
November 14, 2023
Via
Benzinga
Topics
Cannabis
Cannabis Pot-Folio Peek: Zuanic Breaks Down Reports On Verano, TILT, MariMed And Green Thumb
↗
November 14, 2023
In a series of recent reports, Zuanic & Associates scrutinizes Verano Holdings, TILT Holdings, MariMed Inc., and Green Thumb Industries, providing essential insights into their current status and...
Via
Benzinga
Topics
Cannabis
9 Stocks to Buy Now After Democrats Sweep 2023 Elections
↗
November 13, 2023
The recent United States elections brought multiple victories for the Democratic Party. Here are the stocks to buy to profit.
Via
InvestorPlace
Real Estate Rut: 3 REITs With Major Growth Potential
↗
November 13, 2023
Growth REITs to buy is the name of the game, as real estate investments have underperformed U.S. stocks since the turn of the year.
Via
InvestorPlace
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
420 with CNW — Bipartisan Bill to Legalize Cannabis Federally Is Reintroduced in Congress
November 13, 2023
Via
CannabisNewsWire
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
Green Thumb Industries Reports Q3 2023 Revenue Growth And 'Strong Profitability'
↗
November 08, 2023
Green Thumb Industries Inc. (CSE: GTII) (OTCQX: GTBIF), a leading national cannabis consumer packaged goods company and owner of RISE Dispensaries, announced its Q3 2023 financial results, which ended...
Via
Benzinga
Topics
Cannabis
Cannabis Stock Movers For November 8, 2023
↗
November 08, 2023
Via
Benzinga
Topics
Cannabis
Green Thumb Industries Reports Third Quarter 2023 Results
November 08, 2023
From
Green Thumb Industries
Via
GlobeNewswire
Investing in the Cannabis Industry: 3 Stocks to Buy Now
↗
November 08, 2023
Anyone looking for cannabis stocks to buy is most likely an aggressive investor. These three can help you get a rush.
Via
InvestorPlace
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
Green Thumb to Open RISE Dispensary Clearwater in Florida, its 11th Retail Location in the Sunshine State, on November 10
November 07, 2023
From
Green Thumb Industries
Via
GlobeNewswire
Bullish Sentiment Across The Cannabis Space - Check Full Movers For November 3, 2023
↗
November 03, 2023
Via
Benzinga
Topics
Cannabis
Maryland's Tiny Libraries Trick, Nevada Cannabis Licensees, Missouri Supports Military Vets & More
↗
November 03, 2023
Missouri Cannabis Recall Resolved; $13M To Veterans & Public Services
Via
Benzinga
Topics
Cannabis
Green Thumb: Zuanic & Associates Explains Why This Cannabis Company Stands Out
↗
November 03, 2023
Equity research firm Zuanic & Associates (Z&A) initiates coverage of Green Thumb (OTC: GTBIF) with an Overweight rating, highlighting its strong position in the MSO market.
Via
Benzinga
Topics
Cannabis
420 with CNW — Feds Fund Central Research Center to Combat Barriers to Cannabis Research
November 03, 2023
Via
CannabisNewsWire
Topics
Cannabis
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