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home
about us
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Team Biographies
Firm ADV PDFs
Form CRS
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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
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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SNDL Inc. - Common Shares
(NQ:
SNDL
)
1.290
-0.020 (-1.53%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Mar 30, 2026
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FDA Developing Regulating Pathways For Cannabis-Derived Ingredients In Foods, Supplements; Oversight Plans Expected In Few Months
↗
December 28, 2022
In 2018, when Congress legalized cannabinoids, the FDA was put in charge of regulating the related products.
Via
Benzinga
Why Investors Are Giving Up on Marijuana Stocks
↗
December 22, 2022
Marijuana stocks are down this week amid reports the SAFE Banking Act will be excluded yet again from a must-pass budgetary bill.
Via
InvestorPlace
Why SNDL Stock Wafted Higher Today
↗
December 21, 2022
The pot purveyor co-announces a shift in its business.
Via
The Motley Fool
SNDL And Nova Cannabis Team Up To Transform The Cannabis Retail Market In Canada
↗
December 21, 2022
SNDL Inc. (NASDAQ: SNDL) and Nova Cannabis Inc.
Via
Benzinga
3 (Risky) Tricks for Finding Monster Growth Stocks
↗
December 21, 2022
Stocks with big upside potential often have significant risks, too.
Via
The Motley Fool
Why Marijuana Stocks Like Tilray and SNDL Tanked Today
↗
December 19, 2022
Marijuana reform apparently isn't in the cards for the outgoing U.S. Congress.
Via
The Motley Fool
Will 2023 Be a Better Year for SNDL?
↗
December 14, 2022
The cannabis stock is down more than 50% this year.
Via
The Motley Fool
Why Sundial Growers Fell 16.6% This Week
↗
December 09, 2022
The former meme stock-turned-value-stock turned lower with U.S. peers as hopes for a SAFE Banking bill this year faded.
Via
The Motley Fool
Cannabis Stock Movers For December 19, 2022
↗
December 19, 2022
Via
Benzinga
Could SNDL Become the Next Tilray Brands?
↗
December 17, 2022
Stranger things have happened, and the stars appear to be aligning.
Via
The Motley Fool
Marijuana Stock Movers For December 15, 2022
↗
December 15, 2022
Via
Benzinga
Will Valens Remain On Nasdaq? It Has 180 Days to Regain Compliance With Minimum Bid Price Rule On This Stock Exchange
↗
December 14, 2022
The Valens Company Inc. (NASDAQ: VLNS) (TSX: VLNS), received an extension of 180 calendar days from the Nasdaq Stock Market LLC to regain compliance with the Nasdaq's minimum $1.00 bid price...
Via
Benzinga
Bearish Tuesday For Marijuana Stocks - Cipher Pharmaceuticals, iAnthus Capital Hldgs Among Top Gainers
↗
December 13, 2022
Via
Benzinga
Another Financial Giant Will Stop Supporting Cannabis Stocks
↗
December 13, 2022
Starting January 2023, Euroclear will reportedly no longer support trades of cannabis stocks. One of the world's largest financial clearing houses collaborating with the majority of the 50 largest...
Via
Benzinga
Should You Be Buying SNDL Stock While It's Dirt Cheap?
↗
December 13, 2022
The company is looking stronger than ever, though questions about its cannabis segment remain.
Via
The Motley Fool
Cannabis Stock Gainers And Losers From December 12, 2022
↗
December 12, 2022
Via
Benzinga
Marijuana Stock Movers For December 9, 2022
↗
December 09, 2022
Via
Benzinga
Cannabis Company Parallel Secures $10M In Senior Bridge Financing Via SunStream
↗
December 08, 2022
SunStream Opportunities LP, an affiliate of SunStream Bancorp Inc., a joint venture sponsored by SNDL Inc. (NASDAQ: SNDL), announced the closing of a $10 million bridge term loan to Surterra Holdings...
Via
Benzinga
Jushi Holdings Inc. Announces Closing of US$69 Million Debt Financing
December 08, 2022
Additional US$5 million in Subscriptions to Close at a Later Date
From
Jushi Holdings Inc.
Via
GlobeNewswire
Cannabis Stock Movers For December 7, 2022
↗
December 07, 2022
Via
Benzinga
SAFE Still Has A Chance, Despite McConnell's 'No To Cannabis Reform': Here's Why
↗
December 07, 2022
“Here we are, us financial analysts trying to read the tea leaves and subliminal messages of powerful politicians (think of this more as an opinion piece),” said Cantor Fitzgerald's Pablo Zuanic after...
Via
Benzinga
Why Marijuana Stocks Keep Going Down
↗
December 07, 2022
If the SAFE Banking Act doesn't pass, how long will it be before marijuana stocks turn profitable?
Via
The Motley Fool
Better Buy: SNDL vs. Tilray Brands
↗
December 07, 2022
Even if both succeed with their plans, their fortunes could diverge significantly over the next few years.
Via
The Motley Fool
Could SNDL's Sales Top $1 Billion Next Year?
↗
December 07, 2022
Acquisitions have given the cannabis producer's top line a big boost.
Via
The Motley Fool
Cannabis Stock Movers For December 6, 2022
↗
December 06, 2022
Via
Benzinga
Why Marijuana Stocks Tanked Today
↗
December 06, 2022
Marijuana legalization is a dance of two steps forward, one step back -- and maybe even two steps back.
Via
The Motley Fool
Is SNDL Stock a Buy Now?
↗
December 06, 2022
The SNDL of today is larger and more diversified than it was in the past.
Via
The Motley Fool
Why Tilray and Other Pot Stocks Jumped Early Monday
↗
December 05, 2022
Canadian marijuana companies have plenty to gain if banking reform passes.
Via
The Motley Fool
5 Investors Betting Big on SNDL Stock
↗
December 05, 2022
SNDL stock is staging a late-year comeback after the marijuana and liquor company reported its third-quarter earnings.
Via
InvestorPlace
Why Cannabis Stocks TLRY, CGC, SNDL Are Heating Up Today
↗
December 05, 2022
Cannabis stocks are in the news Monday as investors hold out hope for lawmakers to push through new marijuana laws by year's end.
Via
InvestorPlace
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