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Advantages of Same Day Allocation
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TSL's Turnkey Operation Platform
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Read FULL Seminar Here
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
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
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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Green Thumb Industries Inc
(OP:
GTBIF
)
7.300
UNCHANGED
Streaming Delayed Price
Updated: 3:59 PM EST, Feb 4, 2026
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All News about Green Thumb Industries Inc
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Teamsters Are Gathering More And More Marijuana Workers To Push For Better Industry, This Is The Latest Dispensary To Join
↗
August 04, 2023
Wellness advisors and other cannabis workers at Sunnyside, a subsidiary of Cresco Labs (OTCQX: CRLBF), have voted overwhelmingly to join Teamsters Local 777.
Via
Benzinga
Here's Where To Buy Legal Weed: Jim Belushi's Farm Teams Up With Shop In SD, New Stores In US And Canada
↗
August 03, 2023
Florida Gets New MMJ Stores And Fulfillment Center
Via
Benzinga
Cannabis Sales In Maryland Top $87M In First Month Of Adult-Use Sales, Shattering Expectations
↗
August 02, 2023
Maryland’s cannabis users collectively spent a whopping $87.43 million on weed during the state’s first full month of recreational sales. Those who are keeping score sat that comes out to some $2.8...
Via
Benzinga
Looking for a Bargain? 7 Cannabis Stocks to Buy That Are Down 10% in 2023
↗
August 02, 2023
These undervalued cannabis stocks could deliver big gains for long-term investors as several catalysts could spark a rally in the sector.
Via
InvestorPlace
Are There Any Cannabis Stocks Worth Buying Right Now?
↗
August 02, 2023
Investors remain cautious when it comes to the cannabis industry -- but could that be a mistake?
Via
The Motley Fool
Curaleaf And Trulieve Lead The Pack In Tax Payments: A Look At 16 Cannabis MSOs' Liability, Income And More
↗
August 01, 2023
How are major players in the cannabis sector handling their tax obligations, and what does it reveal about their financial strategies?
Via
Benzinga
Green Thumb to Open RISE Dispensary Las Vegas on Craig, its 84th Retail Location in the Nation, on August 2nd
August 01, 2023
From
Green Thumb Industries
Via
GlobeNewswire
Marijuana Stock Movers For July 31, 2023
↗
July 31, 2023
Via
Benzinga
Cannabis Chart of the Week: How Aggressive Are 2nd Quarter EBITDA Margin Estimates?
↗
July 31, 2023
The chart shows analyst estimates of EBITDA margins for the second quarter vs. the first quarter and the 2nd quarter of 2022 for the fourteen largest MSOs for which we have consistent analyst...
Via
Benzinga
July Summary: Largest Cannabis MSOs Declined 4%; Now -23% YTD
↗
July 30, 2023
The 7 largest multi-state operator cannabis companies in the U.S., as tracked in our American Cannabis MSOs Index,
Via
Talk Markets
Cannabis Stock Gainers And Losers From July 28, 2023
↗
July 28, 2023
Via
Benzinga
Cannabis Stock Gainers And Losers From July 25, 2023
↗
July 25, 2023
Via
Benzinga
If You Can Only Buy One Cannabis Stock, It Better Be One of These 3 Names
↗
July 24, 2023
Interested in the cannabis market? These three are the best cannabis stocks to watch closely as the overall market grows.
Via
InvestorPlace
Cannabis Meets Tourism: Discover Nevada's Best Cannabis Shops Off The Las Vegas Strip
↗
July 24, 2023
Nevada has much to offer to curious "cannasseurs," between Planet 13 Holdings Inc.'s (CSE: PLTH) (OTC: PLNHF) weed consumption
Via
Benzinga
Cannabis Stock Movers For July 21, 2023
↗
July 21, 2023
Via
Benzinga
Employee Poaching Controversy Heats Up Among Top US Cannabis Companies
↗
July 21, 2023
In a legal battle between two of America's biggest cannabis companies, Cresco Labs Inc (OTC: CRLBF) has accused competitor Green Thumb Industries Inc (OTCQX: GTBIF)
Via
Benzinga
Largest Cannabis MSOs Down 8.5% So Far This Week
↗
July 21, 2023
A look at the stock performances of the 7 largest multi-state operator cannabis companies in the U.S.
Via
Talk Markets
Teamsters Union Negotiating Wage Increases And Other Benefits With This Huge Cannabis Company
↗
July 20, 2023
Teamsters Local 777 has reached tentative agreements for cannabis consultants and agents-in-charge at Zen Leaf dispensaries in Chicago and Schaumburg, Ill.
Via
Benzinga
Police Confirm Employee Death At Cannabis Facility Was From Natural Causes, Coworkers Still Claim Safety Violations
↗
July 19, 2023
Julie Devinney is the name of a cannabis employee who died Friday morning at a Green Thumb Industries’ (OTCQX: GTBIF) facility, a report from Rock Island, Illinois po
Via
Benzinga
3 No-Brainer Stocks to Buy With $400 Right Now
↗
July 19, 2023
A modest amount of money can go a long way when it's invested in industry-leading businesses.
Via
The Motley Fool
Teamsters Getting Loud About Cannabis Employee Death, GTI Must Address Safety Concerns
↗
July 18, 2023
Via
Benzinga
Marijuana Stock Movers For July 17, 2023
↗
July 17, 2023
Via
Benzinga
Gov Pritzker, Architect Of Illinois' Cannabis Revolution, Will Speak At This Event: Here's How To Meet Him
↗
July 17, 2023
Illinois Governor JB Pritzker signed a cannabis legalization bill into law two years ago. The bill was then, and still is, lauded as the “most equity-centric” legalization effort in the nation.
Via
Benzinga
Another Cannabis Company Employee Dies During Shift, Work-Safety Negligence Or Coincidence?
↗
July 17, 2023
An employee collapsed anddied during hershift at Green Thumb Industries' (OTCQX: GTBIF) cultivation and ...
Via
Benzinga
Cannabis Stock Gainers And Losers From July 14, 2023
↗
July 14, 2023
Via
Benzinga
Largest American Cannabis MSOs Are Up 11%
↗
July 14, 2023
Our American Cannabis MSOs Index is up 11.3% MTD but is still down 10.6% YTD.
Via
Talk Markets
Marijuana Stock Movers For July 12, 2023
↗
July 12, 2023
Via
Benzinga
A Dozen California Cannabis Companies Just Had Their Labor Peace Agreements Declared Null And Void, Here's Why
↗
July 12, 2023
The International Brotherhood of Teamsters filed a complaint in March with California’s Agricultural Labor Relations Board (ALRB) alleging that the Professional Technical Union, Local 33 (Pro-Tech 33)...
Via
Benzinga
'Controlled Substances Act Was An Ill-Conceived, Targeted Policy,' RISE Dispensaries Launch 'Thanks, Dick' Campaign
↗
July 12, 2023
RISE Dispensaries, a cannabis retail chain owned by Green Thumb Industries Inc. (OTCQX: GTBIF) (CSE:GTII), announced the launch of its “Thanks, Dick” campaign, which will roll out across RISE...
Via
Benzinga
RISE Dispensaries Ironically “Celebrates” Richard Nixon with “Thanks, Dick” Campaign
July 12, 2023
Consumer Education and Promotions in Select Markets Call Out Anniversary of the Controlled Substances Act
From
Green Thumb Industries
Via
GlobeNewswire
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