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home
about us
Investment Approach
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Firm ADV PDFs
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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
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
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TAF sm Program
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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
Bond Fund 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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420 with CNW — MasterCard, Bank of America, NRA Lobby in Support of Marijuana Banking
November 01, 2023
Via
CannabisNewsWire
Topics
Cannabis
Bullish Sentiment Across The Cannabis Space - Check Full Movers For October 31, 2023
↗
October 31, 2023
Via
Benzinga
Topics
Cannabis
Wu-Tang Clan's Raekwon Opens Weed Lounge In NJ, MMJ Retail In FL And Latest Shop Openings
↗
October 31, 2023
Celebrity Collab To Bring Cannabis Lounging To Newark, New West Hollywood's Place To Unwind
Via
Benzinga
Topics
Cannabis
Cannabis Milestone: Over-The-Counter Medical Marijuana Launches In Georgia Pharmacies
↗
October 30, 2023
The new program will put about 90% of Georgia's population within a 30-minute drive of a pharmacy that sells medical marijuana.
Via
Benzinga
Topics
Cannabis
Cannabis Investors Have Thrown In The Towel: American MSOs Down 21% This Week
↗
October 28, 2023
Neither the Canadian LPs nor the American MSOs are making any money for investors.
Via
Talk Markets
Topics
Cannabis
Bearish Wednesday For Marijuana Stocks - AusCann Group Holdings, Indiva Among Top Gainers
↗
October 25, 2023
Via
Benzinga
Topics
Cannabis
Cannabis Chart Of The Week: Most MSO Revenue Growth Is New Market Related
↗
October 23, 2023
The Viridian Chart of the Week shows analyst estimates for MSO revenue for the third quarter of 2023 relative to the second quarter of 2023 and the third quarter of 2022. The green bars depict...
Via
Benzinga
Topics
Cannabis
Cannabis Stocks Dip: How Rising Interest Rates Impact Your Portfolio
↗
October 23, 2023
On Friday, cannabis stocks traded lower with the overall market. Marketfy analyst Michael Berger will be monitoring how the sector performs this week.
Via
Benzinga
Topics
Cannabis
Weed-Infused Fine Dining In Canada, Former Pot Prisoners Open Shop In NYC & More
↗
October 23, 2023
Cannabis-Infused Fine Dining Come To Downtown Edmonton Cannasseurs living in downtown Edmonton, Alberta, could soon enjoy cannabis-infused meals and mocktails at a local restaurant, reported CBC.
Via
Benzinga
420 with CNW — Former White House Drug Chiefs, DEA Heads Warn that Rescheduling Cannabis Would ‘Supersize’ Marijuana Industry
October 23, 2023
Via
CannabisNewsWire
Topics
Cannabis
Largest Cannabis Stocks Continue To Decline This Week
↗
October 20, 2023
The Canadian Cannabis LPs Index and the American Cannabis MSOs Index, together, declined 2.4% so far this week and have now declined 5.3% since the end of August.
Via
Talk Markets
Topics
Cannabis
High Capex, High Rewards: Analyst Looks At Cannabis MSOs' Strategies
↗
October 18, 2023
As interest rates climb and regulatory uncertainties loom, decisions on capital expenditures (capex) by cannabis MSOs (Multi-State Operators) become paramount for their future success.
Via
Benzinga
Topics
Cannabis
This Top Marijuana Stock Is Making a Big Move to a Major Exchange
↗
October 18, 2023
Curaleaf could be the latest U.S. pot stock to hit the Toronto Stock Exchange. Will others follow?
Via
The Motley Fool
Topics
Cannabis
Is Elon Musk the Hero the Cannabis Industry Needs Right Now?
↗
October 17, 2023
There's still hope for the industry, even if Congress doesn't pass marijuana reform.
Via
The Motley Fool
Topics
Cannabis
Cannabis Stocks Continued To Decline, On Average, This Week
↗
October 14, 2023
We examine the performances of the 5 stocks in our Canadian Cannabis LPs Index and in the 7 stocks in our American Cannabis MSOs Index for this week and since the end of August, when all the misplaced...
Via
Talk Markets
Topics
Cannabis
Trulieve Vs The IRS Over Millions Of Dollars In Tax Refund, Relocates One Of Its Florida Stores
↗
October 13, 2023
Trulieve Cannabis Corp. (CSE: TRUL) (OTCQX: TCNNF) announced on Friday the filing of amended federal tax returns with refund claims for several of the company's business entities for 2019, 2020 and...
Via
Benzinga
Topics
Cannabis
Trulieve Donates $500K To Florida's Marijuana Legalization Ballot Initiative
↗
October 11, 2023
Discover how Trulieve's fresh $500K contribution could pivot Florida towards legalizing recreational cannabis.
Via
Benzinga
Topics
Cannabis
420 with CNW — Florida Supreme Court Sets Date to Decide Cannabis Ballot Measure’s Fate
October 11, 2023
Via
CannabisNewsWire
Topics
Cannabis
Canadian Cannabis Brand Confirms Receipt Of Complaint For Alleged 'Kickback Schemes'
↗
October 09, 2023
Canadian cannabis company YourWay Cannabis Brands Inc. (CSE: YOUR) (OTCEM: YOURF) (FSE: HOB) reported Friday that it received a complaint against the company.
Via
Benzinga
Topics
Cannabis
Historic Marijuana Milestone: Georgia First In Nation Where Hundreds Of Drug Stores Will Sell Medical Cannabis
↗
October 07, 2023
The Georgia Board of Pharmacy began accepting applications from nearly 120 pharmacies to provide medical marijuana products, making it the first state in the nation to allow the sale of low-dose...
Via
Benzinga
Topics
Cannabis
Cannabis Stocks: The Decline Continues
↗
October 06, 2023
The industry's average stock price jumped by almost 50% in early September only to begin a steady decline thereafter.
Via
Talk Markets
Topics
Cannabis
Protecting Cannabis Products & More: New Sustainable Child-Resistant Packaging By Dymapak
↗
October 05, 2023
Dymapak, a global manufacturer specializing in innovative child-resistant packaging solutions for various industries, has introduced a child-resistant Consumer Packaged Goods (CPG) packaging...
Via
Benzinga
Topics
Cannabis
3 Top Pot Stocks to Watch in October
↗
October 05, 2023
Three big multi-state operators that are strong enough to thrive for years.
Via
The Motley Fool
Topics
Cannabis
420 with CNW — Concerns Arise as Few Blacks Enroll for UK Study on Marijuana’s Effects on the Brain
October 05, 2023
Via
CannabisNewsWire
Topics
Cannabis
Marijuana Stock Movers For October 4, 2023
↗
October 04, 2023
Via
Benzinga
Topics
Cannabis
3 Explosive Cannabis Stocks That Will Make Early Investors Rich
↗
October 03, 2023
With momentum brewing in the regulatory ranks, intrepid investors may want to consider cannabis stocks to make you rich.
Via
InvestorPlace
Topics
Cannabis
Bearish Tuesday For Marijuana Stocks - GrowLife, MedMen Enterprises Among Top Gainers
↗
October 03, 2023
Via
Benzinga
Topics
Cannabis
Weed Giant Trulieve Confirms Company President Is Retiring
↗
October 02, 2023
Florida-based Trulieve Cannabis Corp. (CSE: TRUL) (OTCQX: TCNNF) confirmed Monday that Steve White is stepping down as the company's president, effective October 1, 2023.
Via
Benzinga
Topics
Cannabis
Ohio Medical Cannabis Company Files Response To Trulieve's Loan Default Claims
↗
September 30, 2023
In a recent development, Harvest of Ohio has issued a forceful response to allegations of loan default by Florida-based Trulieve Cannabis Corp (OTCQX: TCNNF) and its subsidiaries.
Via
Benzinga
Topics
Cannabis
EXCLUSIVE: Why Professionals With Mainstream Experience Are Crucial In The Cannabis Industry
↗
September 28, 2023
For the cannabis industry to continue to evolve and establish itself in the mainstream market, employing professionals with mainstream industry experience is vital, according to industry experts...
Via
Benzinga
Topics
Cannabis
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