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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
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
Bond Fund Seminar
RSVP-Signup Form
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Green Thumb Industries Inc
(OP:
GTBIF
)
7.300
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Updated: 3:59 PM EST, Feb 4, 2026
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420 with CNW — Key Senate Committee Chair Promises to Advance Cannabis Banking Bill
September 14, 2023
Via
CannabisNewsWire
Topics
Cannabis
Maryland's Wholesale Cannabis Market: SunMed Leads The Pack With 21.2%, Z&A Reports
↗
September 13, 2023
Maryland stands as a shining example of a medical cannabis state transitioning smoothly into the recreational market.
Via
Benzinga
Topics
Cannabis
Cannabis Stock Movers For September 12, 2023
↗
September 12, 2023
Via
Benzinga
Topics
Cannabis
Senate Banking Committee Confirms: No Vote On Cannabis Banking Bill Next Week
↗
September 11, 2023
After much anticipation and encouraging remarks from members of the Senate Banking Committee like Sen. Sherrod Brown (D-OH) and Senate Majority Leader Chuck Schumer (D-NY), cannabis banking will not...
Via
Benzinga
Topics
Cannabis
Bullish Sentiment Across The Cannabis Space - Check Full Movers For September 11, 2023
↗
September 11, 2023
Via
Benzinga
Topics
Cannabis
Cannabis Chart Of The Week: How Much Run Is Left In MSO Valuation Multiples?
↗
September 11, 2023
The MSOS ETF (ARCA: MSOS) gained 69.4% between 8/25/23, five days before the blockbuster announcement of an HHS rescheduling recommendation to this past Friday, 9/8/23. Similarly, the...
Via
Benzinga
Topics
Cannabis
American MSO Cannabis Stocks Continued Upward This Week
↗
September 09, 2023
Investors responded enthusiastically a week ago to the recommended cannabis reclassification with a 39% jump in the industry's average stock price and the upward trend has continued this week up...
Via
Talk Markets
Topics
Cannabis
Bullish Sentiment Across The Cannabis Space - Check Full Movers For September 8, 2023
↗
September 08, 2023
Via
Benzinga
Topics
Cannabis
Fed Plans to Reschedule Marijuana Will Mostly Benefit These 3 Cannabis Stocks
↗
September 08, 2023
The DEA is considering loosening its restrictions on marijuana. Here are the best cannabis stocks to buy if this progress continues.
Via
InvestorPlace
Topics
Cannabis
Economy
3 Medical Cannabis Stocks Poised for Global Growth
↗
September 08, 2023
Dive into the burgeoning world of medical cannabis, by wagering on these three top medical cannabis stocks, poised for a massive leap by 2030.
Via
InvestorPlace
Topics
Cannabis
3 Top Cannabis Stocks to Buy for September
↗
September 08, 2023
These are leading cannabis companies that could do well as the industry continues to grow.
Via
The Motley Fool
Topics
Cannabis
Sherrod Brown Says Bipartisan Deal For Cannabis Banking Reform Is 'Imminent'
↗
September 08, 2023
Senate Banking Chair Sherrod Brown (D-OH) is sounding increasingly optimistic about banking reform for the cannabis industry.
Via
Benzinga
Topics
Cannabis
Sen. Jeremy Cooney Proposes First-Ever Hearing To Address NY's Chronic Cannabis Industry Woes
↗
September 07, 2023
New York lawmakers will hold a fact-finding hearing next month to address the state’s beleaguered and severely delayed rollout of its legal cannabis industry, state Sen. Jeremy Cooney (D-Rochester)...
Via
Benzinga
Topics
Cannabis
3 Top Pot Stocks to Watch in September
↗
September 07, 2023
Federal reclassification of marijuana would be big news for cannabis companies. These stocks should fare well regardless.
Via
The Motley Fool
Topics
Cannabis
Cannabis Industry Learns Lesson As Teamsters Union Flexes Its Muscles
↗
September 07, 2023
The 13-day unfair labor practice strike led by Teamsters Local 777 in May at two Rise Cannabis dispensaries in Joliet and one in Niles, Illinois, which forced parent company Green Thumb Industries...
Via
Benzinga
Topics
Cannabis
Maryland Breaks Another Cannabis Retail Sales Record: $92M In August Alone
↗
September 06, 2023
In August, Maryland's collective adult-use and medical cannabis purchases reached $91.7 million, more than the $87.4 million total for July, which was more than double the $42.7 million total for June,...
Via
Benzinga
Topics
Cannabis
U.S. Cannabis Stocks Continue Upwards This Week - Here's Why
↗
September 06, 2023
The average stock price of the industry's 7 largest multi-state operators ( MSOs) has continued this week advancing 15.2% yesterday.
Via
Talk Markets
Topics
Cannabis
420 with CNW — DeSantis Reaffirms Opposition to Federal Cannabis Legalization
September 06, 2023
Via
CannabisNewsWire
Topics
Cannabis
Law Enforcement
Bullish Sentiment Across The Cannabis Space - Check Full Movers For September 5, 2023
↗
September 05, 2023
Via
Benzinga
Topics
Cannabis
Why Marijuana Stocks Keep Growing Higher Tuesday
↗
September 05, 2023
Marijuana stocks are lighting up on positive news from the White House.
Via
The Motley Fool
Topics
Cannabis
Federal Agency Gives Green Light: How Relaxed Marijuana Laws Could Boost U.S. Stocks
↗
September 05, 2023
The weekend was abuzz with anticipation after the HHS recommended to reschedule cannabis last Wednesday.
Via
Benzinga
Topics
Cannabis
Chicago Cannabis Giant Announces Stock Buyback Plan: It Was 'In Works' Before HHS Call To Reschedule Marijuana, CEO Says
↗
September 05, 2023
Green Thumb Industries Inc.
Via
Benzinga
Topics
Cannabis
Here's Where To Buy Legal Weed: First Indian-American In World Opens Shop In Chicago, NY Retailers Get Creative & More
↗
September 05, 2023
New York's Cannabis Retail Footprint Grows Amid Market Blockage
Via
Benzinga
Topics
Cannabis
Green Thumb Industries Announces Share Repurchase Program
September 05, 2023
From
Green Thumb Industries
Via
GlobeNewswire
Medical Marijuana Giants Lambaste NY Gov. Hochul For Weed Rollout Mess, Seek Licenses To Sell Recreational Weed
↗
September 04, 2023
Four major medical marijuana retailers in New York sent a letter to Gov.
Via
Benzinga
Topics
Cannabis
Cannabis MSO Stocks Jumped 40% Last Week - Here's Why
↗
September 04, 2023
It was a great week in a terrible year for cannabis stocks. Here's what happened.
Via
Talk Markets
Topics
Cannabis
Weed Stocks Skyrocket, Could There Be More Upside? Analyst Draws Scenarios
↗
September 01, 2023
The Department of Health and Human Services (HHS) suggested the DEA reclassify cannabis as a Schedule III controlled substance under federal law. Assistant Secretary for Health Rachel Levine's
Via
Benzinga
Bullish Thursday For Marijuana Stocks - Australis Capital, Choom Holdings Among Top Gainers
↗
August 31, 2023
Via
Benzinga
Topics
Cannabis
Marijuana Markets And Economic Opportunities: Governors Pritzker And Bryan Jr. To Speak At Benzinga Cannabis Conference
↗
August 31, 2023
As the marijuana industry continues to evolve and gain momentum across the United States, two governors stand out for their significant contributions to shaping cannabis policy and its economic...
Via
Benzinga
Topics
Cannabis
3 Cannabis Stocks Poised for Blazing-Hot Growth in 2024
↗
August 30, 2023
Cannabis stocks to watch in 2024 are set for a huge boost if federal regulators legalize the drug, as industry experts predict.
Via
InvestorPlace
Topics
Cannabis
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