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home
about us
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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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Back Dated Performance Reports
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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
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Event Schedule
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Investing During Uncertain Times
Read FULL Seminar Here
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Why OrganiGram Stock Jumped 20% in May
↗
June 03, 2021
The Canadian cannabis company's share price slid early in the month after it announced a CEO change, but later events turned investor sentiment around.
Via
The Motley Fool
Topics
Cannabis
Daily Stock Analysis: British American Tobacco
↗
May 27, 2021
British American's price per share closed at $39.53 yesterday. One year ago its price was $40.47.
Via
Talk Markets
Why OrganiGram Holdings Stock Rose Again Tuesday
↗
May 18, 2021
Today's move brings the stock's gains to more than 12% so far this week.
Via
The Motley Fool
Topics
Cannabis
Why OrganiGram Holdings Stock Crushed the Market Today
↗
May 17, 2021
An important partner for the pot company notched a legal victory over a rival.
Via
The Motley Fool
Topics
Cannabis
Intellectual Property
Lawsuit
Philip Morris, Altria Suffer Setback in Patent Fight With British American Tobacco
↗
May 17, 2021
The fight's not over, but it could be a devastating blow.
Via
The Motley Fool
Topics
Intellectual Property
Organigram Reports Q2 Results: What Cannabis Stock Investors Need To Know
↗
April 13, 2021
Organigram Holdings Inc. (NASDAQ:OGI) (TSX:...
Via
Benzinga
Topics
Cannabis
15 European Dividend Aristocrats To Diversify Your Portfolio
↗
May 12, 2021
In general, Dividend Aristocrats are the foundation for the portfolios of most serious dividend growth investors. European Dividend aristocrats are typically blue chip stocks that...
Via
Benzinga
The Conservative Pot Stock Index Outperformed Last Week
↗
May 12, 2021
Cannabis stocks are volatile but if you were to buy the companies that have bought into marijuana companies you could reduce such volatility by more than 50%.
Via
Talk Markets
Topics
Cannabis
The Conservative Pot Stock Index Continued To Outperform In April
↗
May 01, 2021
Instead of the more volatile pure-play cannabis stocks, you could invest in one of the 8 major consumer and pharmaceutical companies that have bought into marijuana companies and reduce such volatility...
Via
Talk Markets
Topics
Cannabis
FDA Begins Steps To Ban Menthol Cigarettes
↗
April 29, 2021
The U.S. Food and Drug Administration (FDA) has announced plans to ban the use of menthol flavoring in cigarettes within the next year. What Happened: The agency also announced it...
Via
Benzinga
FDA Moves to Ban Menthol Cigarettes
↗
April 29, 2021
The ban would hit certain tobacco companies harder than others.
Via
The Motley Fool
Philip Morris Ponders Joining Booming Cannabis Space
↗
April 28, 2021
The Swiss-American multinational Philip Morris International Inc. (NYSE: PM...
Via
Benzinga
Topics
Cannabis
Biden Is Planning Tough New Cigarette Regulations -- Is Now the Time to Buy Tobacco Stocks?
↗
April 25, 2021
Tobacco's potential could get lost in the fog of a stricter regulatory climate.
Via
The Motley Fool
Cannabis Central: The Pure-Play Conservative Pot Stocks Index Has Generated The Best Returns So Far In April
↗
April 23, 2021
Cannabis stocks are very volatile but if one were to invest in a basket of the 8 major consumer and pharmaceutical companies that have invested heavily in marijuana companies volatility would be...
Via
Talk Markets
Topics
Cannabis
Full Steam Ahead for Kansas City Southern; Tobacco Stocks Fall on Regulation Fears
↗
April 20, 2021
Markets were sharply lower on Wall Street.
Via
The Motley Fool
Topics
Stocks
Tobacco Stocks: Why PM, IMBBY, BTI, MO Stocks Are Getting Smoked Today
↗
April 20, 2021
Tobacco stocks like MO stock and PM stock are suffering Tuesday following reports that the FDA could cut nicotine levels in cigarettes.
Via
InvestorPlace
Biden Considering Rule To Cut Nicotine In Cigs; Tobacco Stocks Tumble
↗
April 19, 2021
The Biden administration is considering requiring tobacco companies
Via
Talk Markets
Video: Cannabis Investing, Stock Picks With C3 Fund's Josh Kincaid, Vice Ventures' Catharine Dockery
↗
April 19, 2021
With cannabis legalization poised to happen on a federal level sooner than later and continued growth of the cannabis industry, marijuana stocks ar...
Via
Benzinga
Topics
Cannabis
Improving Quality of THC-Based Medications Proving to be Lucrative Path Cannabis Companies
April 15, 2021
Via
FinancialNewsMedia
Topics
Cannabis
Law Enforcement
Why OrganiGram Holdings Stock Dropped Today
↗
April 13, 2021
Investors initially reacted negatively to the Canadian cannabis company's quarterly results.
Via
The Motley Fool
Topics
Cannabis
Benzinga's Top Ratings Upgrades, Downgrades For April 9, 2021
↗
April 09, 2021
Upgrades For Assertio Holdings Inc (NASDAQ:ASRT), Gabelli & Co. upgraded the previous rating of Hold to Buy. The current stock performance of Assertio Holdings shows a...
Via
Benzinga
Why British American Tobacco Stock Jumped 11.6% in March
↗
April 08, 2021
Investors are happy with the company's progress diversifying away from tobacco and nicotine.
Via
The Motley Fool
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