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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
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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
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7.300
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Updated: 3:59 PM EST, Feb 4, 2026
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Bullish Sentiment Across The Cannabis Space - Check Full Movers For August 30, 2023
↗
August 30, 2023
Via
Benzinga
Topics
Cannabis
Cannabis Stocks Soar As Gov Health Officials Call On DEA To Reschedule Marijuana: Is Legalization In Sight?
↗
August 30, 2023
The Department of Health and Human Services is recommending to the Drug Enforcement Administration that cannabis should be reclassified as a Schedule III controlled substance under federal law,...
Via
Benzinga
Topics
Cannabis
These Cannabis ETFs Fall Short Amidst S&P/TSX Discontinuation: What Investors Need To Know
↗
August 28, 2023
In the ever-evolving world of investment, cannabis exchange-traded funds (ETFs) have found themselves in a precarious position in 2023.
Via
Benzinga
Topics
Cannabis
ETFs
7 Largest American Cannabis MSOs Moved Up 3% This Week
↗
August 26, 2023
Here, we rank the 7 largest multi-state-operator cannabis companies in the U.S., as tracked in our American Cannabis MSOs Index, according to their stock performances this week and MTD.
Via
Talk Markets
Topics
Cannabis
The Cannabis Cash King: GTI's Secrets To Financial Success
↗
August 25, 2023
Following Q2 earnings reports, the following comparison illustrates cash taxes paid as a percentage of Cash Flow from Operations (CFO) among several U.S. cannabis concerns.
Via
Benzinga
Topics
Cannabis
NBA All Stars Allen Iverson And Al Harrington Launch Cannabis Brand In Philly, Come Meet Them In Person!
↗
August 25, 2023
Former NBA superstar Allen Iverson is rolling out his new marijuana strain in Philadelphia, in partnership with Al Harrington’s cannabis brand Viola.
Via
Benzinga
Topics
Cannabis
The 3 Best CBD Stocks to Buy in August 2023
↗
August 23, 2023
Although the legal cannabis market still carries significant controversies, these best CBD stocks to buy may entice speculators.
Via
InvestorPlace
Topics
Cannabis
These 2 Stocks Carry a Lot of Risk, but Their Upside Is Huge
↗
August 23, 2023
Great rewards come with great risk.
Via
The Motley Fool
7 Largest American Cannabis MSOs Down 7% Last Week; Now Down 15% MTD
↗
August 20, 2023
Again this week the American cannabis companies are less profitable than their Canadian counterparts.
Via
Talk Markets
Topics
Cannabis
New York's Cannabis Program In Turmoil As Judge Blocks New Dispensary Licenses
↗
August 18, 2023
A New York judge has blocked the state from issuing new marijuana dispensary licenses on Friday, dealing yet another blow to the state's beleaguered cannabis industry, the rollout of which has been...
Via
Benzinga
Topics
Cannabis
3 Explosive Pot Stocks to Buy in 2023 and Beyond
↗
August 17, 2023
The three companies grew revenue and improved net income in their most recent quarters.
Via
The Motley Fool
Topics
Cannabis
Waiting to Buy Marijuana Stocks After Legalization Could Be a Costly Mistake
↗
August 16, 2023
There are some great deals in the cannabis industry right now.
Via
The Motley Fool
Topics
Cannabis
Which Cannabis Stocks Are Best in 2023? We Name the Top 3
↗
August 15, 2023
The top cannabis stocks to buy include profitable firms that are rare in the industry as it searches for operational strength.
Via
InvestorPlace
Topics
Cannabis
Teamsters Reach Monumental Contract With A Large Cannabis Operator, And This Is Just The Beginning
↗
August 15, 2023
Cannabis consultants and agents-in-charge at two Chicago-based dispensaries operated by Zen Leaf, a subsidiary of Verano (OTCQX: VRNOF), have both voted overwhelmingly to ratify their first collective...
Via
Benzinga
Topics
Cannabis
Green Thumb to Open RISE Dispensary Fruitland Park in Florida, its 85th Retail Location in the Nation, on August 16th
August 15, 2023
From
Green Thumb Industries
Via
GlobeNewswire
Cresco Labs Weakness Drags Down Cannabis MSO Index
↗
August 15, 2023
The 7 largest multi-state operator cannabis companies in the U.S., as tracked in our American Cannabis MSOs Index.
Via
Talk Markets
Topics
Cannabis
Gov Pritzker Drives Bold Change In Illinois Including Cannabis Reform, Meet Him At Benzinga Conference In Chicago Sept. 27-28
↗
August 14, 2023
Illinois Gov. J.D. Pritzker’s bill-signing pen got a workout these past couple of weeks.
Via
Benzinga
Topics
Cannabis
'The Jewel In The Crown': How Data Is Shaping Cannabis Retail, 'Customers Are Key', Says Item 9 Labs CEO
↗
August 11, 2023
"Data point is definitely the jewel in your crown to be able to understand the consumer," said Sarah Kabakoff, VP of business development at Dutchie, at the recent Benzinga Cannabis Capital Conference...
Via
Benzinga
Topics
Cannabis
RISE Dispensaries Debuts Revitalized Brand Identity
August 10, 2023
Developed in partnership with Turner Duckworth and Brand Bureau the refreshed brand look and retail stores showcase the push for progress and empowerment that lies within the RISE ethos
From
Green Thumb Industries
Via
GlobeNewswire
Here's How Innovative Industrial Properties Can Afford Its 9% Dividend Yield
↗
August 10, 2023
The marijuana business is frustratingly slow to develop at times, but its top landlord knows how to consistently make a buck.
Via
The Motley Fool
Topics
Cannabis
Marijuana Stock Movers For August 9, 2023
↗
August 09, 2023
Via
Benzinga
Topics
Cannabis
Green Thumb Q2 Revenue Declines 0.8% YoY, What About Income?
↗
August 09, 2023
Green Thumb Industries Inc. (OTCQX: GTBIF) (CSE:GTII) released its financial results for the second quarter ended June 30, 2023, revealing revenue of $252.4 million a decrease of 0.8% compared to...
Via
Benzinga
Green Thumb Q2 Financial Results Were A Mixed Bag
↗
August 09, 2023
Green Thumb reported its financial results today for the second quarter that ended June 30 showing that its income from operations was DOWN 25% but its adjusted EBITDA UP 13%.
Via
Talk Markets
Inclusion Ignites Illinois Marijuana Industry: New Ventures Rise As Benzinga's Cannabis Conference Hits Chicago
↗
August 08, 2023
Illinois' cannabis landscape is experiencing a dynamic transformation, showcasing both significant milestones and persistent challenges in its journey toward inclusivity and expansion.
Via
Benzinga
Green Thumb Industries Reports Second Quarter 2023 Results
August 08, 2023
From
Green Thumb Industries
Via
GlobeNewswire
The Debacle Called NY Cannabis Market: State Supreme Court Halts New Retail Licenses Following Veterans' Lawsuit
↗
August 08, 2023
On Monday, a state Supreme Court judge ordered a temporary halt on the issuance of new Conditional Adult-Use Retail Dispensaries (CAURD) licenses in New York.
Via
Benzinga
3 Top Pot Stocks to Buy Right Now
↗
August 08, 2023
Their finances are improving.
Via
The Motley Fool
Sell Much Weed? Illinois Cannabis Sales Top $140M In July, Setting New Record
↗
August 04, 2023
Illinois' cannabis retailers sold $140 million in weed products in July, breaking a record for 2023 and marking the second highest monthly total since legal sales launched in 2020.
Via
Benzinga
Gov. Polis On Legal Marijuana And Psychedelics, NY's Revenue Falls Short, Weed Workers Unionize
↗
August 04, 2023
Colorado Governor Jared Polis (D) expressed his satisfaction with the decision to legalize marijuana and psychedelics, citing benefits such as putting dealers out of business, creating jobs, generating...
Via
Benzinga
Military Veterans Sue NY Cannabis Regulators For Breaking The Law By Exclusively Prioritizing Former Pot Convicts
↗
August 04, 2023
Oh, New York, what now? In addition to the chaotic events that continue to rattle New York's beleaguered cannabis program, yet another lawsuit has been filed. This time, four military veterans are...
Via
Benzinga
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