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home
about us
Investment Approach
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Planet 13 Hldgs
(OP:
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Updated: 3:59 PM EDT, Sep 15, 2023
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Benzinga's Top Ratings Upgrades, Downgrades For February 10, 2023
↗
February 10, 2023
Via
Benzinga
Planet 13 Exercises and Closes Option to Buy Remaining 51% in Illinois Dispensary
February 07, 2023
Via
ACCESSWIRE
The "Multi-Bagger" Portfolio Update: Week Ending January 27
↗
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...
Via
Talk Markets
Planet 13's Florida Cannabis Dispensary Network Keeps Growing
↗
January 20, 2023
Planet 13 Holdings Inc.
Via
Benzinga
Message from Planet 13 CEOs
January 03, 2023
Via
ACCESSWIRE
Largest American Cannabis MSOs: Down 5.1% This Week, -5.6% YTD
↗
January 27, 2023
Our American Cannabis MSOs Index tracks the 12 largest vertically integrated (i.e. seed-to-sale) multi-state operators by market capitalization.
Via
Talk Markets
Planet 13 Announces Fourth Florida Dispensary Located in Port Orange in the Daytona Beach Metropolitan Area
January 19, 2023
Via
ACCESSWIRE
An Erotic, Gothic-Art Boutique Hotel In Las Vegas Gets Cannabis-Friendly Makeover
↗
January 17, 2023
Elevations Hotels & Resorts, the company behind the historic Clarendon Hotel & Spa in Phoenix (Arizona’s first
Via
Benzinga
Largest Cannabis MSOs Down Last Week; Remain Up YTD
↗
January 15, 2023
Our index of the 12 largest vertically integrated (i.e. seed-to-sale) multi-state operators by market capitalization fell 1.4% last week but is still up 3.5% YTD.
Via
Talk Markets
A "Multi-Bagger" Portfolio For 2023 - Introduction
↗
January 14, 2023
I am optimistic that the market will perform better in 2023 so I've put together a basket of 10 stocks that could well realize multi-bagger returns this year.
Via
Talk Markets
Planet 13 And Lil Wayne's GKUA Launch Trendi Superblunts+
↗
December 16, 2022
Planet 13 Holdings Inc. (OTCQB: PLNHF) (CSE:PLTH) has launched an exclusive collaboration with Lil Wayne’s GKUA Ultra Premium.
Via
Benzinga
Planet 13 Financial Metrics In Q3 All Declined
↗
November 15, 2022
Planet 13's stock price remained stable throughout Q3 but is up 10.8% since then. That being said, however, the stock price is down 58.4% YTD.
Via
Talk Markets
Planet 13 Announces Q3 2022 Financial Results
November 10, 2022
Via
ACCESSWIRE
Largest Cannabis MSOs Up 5% Last Week; Down 40% Since Nov. 30/22
↗
January 09, 2023
The American Cannabis MSOs Index tracks the 12 largest vertically integrated (i.e. seed-to-sale) multi-state operators by market capitalization.
Via
Talk Markets
Cannabis MSOs Using Tax Liability Loopholes To Fund Operations, Which Ones Top This Analyst's List?
↗
January 05, 2023
Federal prohibition makes it difficult for a cannabis business to operate fair and square. Not only is it depriving them from access to the financial system, but it also denies them the right to any...
Via
Benzinga
The 12 Largest American Cannabis MSOs Collapsed 73% In 2022
↗
January 01, 2023
The Cannabis MSOs Index declined 42.6% in December, with multiple factors contributing significantly to the overall 72.7% decline in 2022.
Via
Talk Markets
The 5 Cannabis Sectors Performed Quite Differently This Past Week
↗
December 17, 2022
The 5 categories in the cannabis sector perform quite differently week-to-week and last week was no exception.
Via
Talk Markets
Planet 13 Announces Illinois Dispensary Location
November 02, 2022
Via
ACCESSWIRE
Major American Cannabis MSOs Continue To Crash: Down 15.5% This Week
↗
December 16, 2022
The American Cannabis MSOs Index tracks the 12 largest vertically integrated (i.e. seed-to-sale) American Multi-State Operators by market capitalization.
Via
Talk Markets
Largest American Cannabis Stocks Collapsed 35% This Week
↗
December 10, 2022
The dozen stocks in our American Cannabis MSO Stocks Index were down a drastic 35.3% this week compared to
Via
Talk Markets
Planet 13 Announces Approval for Consumption Lounge License, a Highly-Anticipated Addition to the World-Renowned Las Vegas SuperStore Experience
December 05, 2022
Via
ACCESSWIRE
7 Marijuana Penny Stocks to Take Seriously in 2023
↗
December 03, 2022
These marijuana penny stocks have been making incredible strides in recent quarters while trading at remarkably attractive valuations.
Via
InvestorPlace
Cannabis Category Performances Ranged From +2.6% To -5.8% Last Week
↗
November 21, 2022
The five categories in the cannabis sector perform quite differently from week to week and last week was no exception.
Via
Talk Markets
A Comparison Of Major American MSO Cannabis Stocks' Q3 Metrics
↗
November 19, 2022
All the constituents in the American Cannabis MSO Stocks Index announced their Q3 results in the last 2 weeks.
Via
Talk Markets
Where To Buy Legal Weed These Days: Jushi Expands In PA, NJ Gets Another MMJ Shop & More
↗
November 14, 2022
Jushi Expands Retail Footprint In Pennsylvania Jushi Holdings Inc. (CSE: JUSH) (OTCQX: JUSHF) has opened its relocated Beyond Hello Westside dispensary in Pennsylvania through its subsidiary,...
Via
Benzinga
Planet 13 Q3 2022 Financial Results:18% Growth In Nevada's Retail Market
↗
November 10, 2022
Planet 13 Holdings Inc. (CSE: PLTH) (OTCQX: PLNHF), a leading vertically-integrated cannabis company, reported its financial results late Thursday for the three-month and nine-month periods ended...
Via
Benzinga
Largest Cannabis MSO Stocks Outpaced The S&P 500 Again This Week
↗
November 05, 2022
This article presents the performances of the 12 largest pure-play and vertically integrated constituents in the American Cannabis MSOs Index this week, since the end of September and in the past 6...
Via
Talk Markets
Planet 13 Announces Release Date of Third Quarter 2022 Financial Results
November 04, 2022
Via
ACCESSWIRE
October Recap: American Cannabis MSOs Jump Record 22%!
↗
October 29, 2022
A stronger performance by the S&P 500 in October and positive sentiment on the future prospects for cannabis companies in the U.S. resulted in the largest 1-month increase in the sector so far in...
Via
Talk Markets
Cannabis Category Performances Ranged From +14.4% To -4.6% This Past Week
↗
October 24, 2022
The 5 categories in the cannabis sector perform quite differently week to week. Below is a summary of how each category performed last week, in descending order and since the end of September and since...
Via
Talk Markets
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