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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
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SNDL Inc. - Common Shares
(NQ:
SNDL
)
1.290
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EDT, Mar 30, 2026
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All News about SNDL Inc. - Common Shares
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7 Marijuana Penny Stocks to Take Seriously in 2023
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December 03, 2022
These marijuana penny stocks have been making incredible strides in recent quarters while trading at remarkably attractive valuations.
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Cannabis Stock Gainers And Losers From December 1, 2022
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December 01, 2022
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SNDL Stock in 2023: Skyrocket or Crash?
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December 01, 2022
The market has soured on meme stocks and cannabis, but this former highflier looks quite cheap.
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Valens Shareholders Approve The Arrangement With SNDL
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November 30, 2022
The Valens Company Inc.
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November 25, 2022
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SNDL Inc. (SNDL) Q3 2022 Earnings Call Transcript
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November 14, 2022
SNDL earnings call for the period ending September 30, 2022.
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Cannabis Stock Movers For November 30, 2022
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Cannabis Stock Movers For November 18, 2022
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Why SNDL Stock Got Investors High on Monday
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November 14, 2022
Investors were encouraged by the company's latest growth figures.
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Nova Cannabis Q3 Hits Record Sales Of $43.6M, Here Is What You Need To Know
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November 08, 2022
Nova Cannabis Inc.
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Is SNDL Stock a Buy Now?
↗
November 18, 2022
The business has changed significantly in just the past few years.
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If You Invested $5,000 In Canopy Growth In 2019, This Is How Much You Would Have Today
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November 18, 2022
Its future performance is unlikely to be a repeat of the past.
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Cannabis Stock Movers For November 16, 2022
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November 16, 2022
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SNDL Renews Share Repurchase Program, SunStream Provides Additional Funding To SKYMINT
↗
November 16, 2022
SNDL Inc. (NASDAQ: SNDL) announced that its board of directors has approved the renewal of the share repurchase program upon the expiry of
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7 Penny Stocks to Buy for 10-Bagger Returns
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November 15, 2022
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Sundial Growers (SNDL) Stock Pops 10% on Q3 Earnings
↗
November 14, 2022
Until fundamentals change, and legal pot can compete with the illegal variety, pot stocks like SNDL stock will remain out of favor.
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Why Is SNDL Trading Higher Today?
↗
November 14, 2022
SNDL Inc. (NASDAQ: SNDL) shares are trading 8.85% higher at $2.83 per share during Monday’s pre-market session.
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360 DigiTech, HUTCHMED And Some Other Big Stocks Moving Higher In Today's Pre-Market Session
↗
November 14, 2022
U.S. stock futures traded lower this morning. Here are some big stocks recording gains in today’s pre-market trading session.
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Is SNDL's Acquisition of Zenabis a Good Move for the Company?
↗
November 11, 2022
Management is particularly excited about one key asset.
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Earnings Scheduled For November 14, 2022
↗
November 14, 2022
Companies Reporting Before The Bell • Opiant Pharma (NASDAQ:OPNT) is estimated to report quarterly loss at $1.49 per share on revenue of $3.68 million.
Via
Benzinga
Bullish Thursday For Marijuana Stocks - Canopy Gwth, ReneSola Among Top Gainers
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GAINERS: Canopy Gwth (NASDAQ:CGC) shares closed up 18.69% at $3.81
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Cannabis Stock Movers For November 9, 2022
↗
November 09, 2022
GAINERS: GrowGeneration (NASDAQ:GRWG) shares closed up 11.44% at $4.98
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Benzinga
Analyzing SNDL's Short Interest
↗
November 04, 2022
SNDL's (NASDAQ:SNDL) short percent of float has risen 6.66% since its last report. The company recently reported that it has 21.35 million shares sold short, which is 8.97% of all regular shares that...
Via
Benzinga
Marijuana Stock Movers For November 3, 2022
↗
November 03, 2022
GAINERS: Aurora Cannabis (NASDAQ:ACB) shares closed up 10.40% at $1.38
Via
Benzinga
Cannabis Stock Gainers And Losers From November 2, 2022
↗
November 02, 2022
GAINERS: LOSERS: RIV Capital (OTC:CNPOF) shares closed down 12.25% at $0.30
Via
Benzinga
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