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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
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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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From Entry-Level To C-Suite: Cannabis Career Conference Offers Opportunities For Everyone In Chicago
↗
June 08, 2023
June 19th, a day historically significant to African-Americans for its connection to emancipation, will see the city of Chicago play host to the innovative 40 Tons Level Up Career Conference & Business...
Via
Benzinga
From Stephen Marley To Cypress Hill, This Concert Featuring Many Musicians Is Also Weed Friendly
↗
June 08, 2023
Green Thumb Industries Inc. (OTCQX: GTBIF) (CSE:GTII) , a national cannabis company and owner of RISE Dispensaries and RYTHM Premium Cannabis, announced The Miracle in Mundelein, a two-day event that...
Via
Benzinga
3 Best Marijuana Stocks to Buy in June
↗
June 08, 2023
Bad news abounds in the cannabis industry, but these companies are healthy enough to thrive.
Via
The Motley Fool
RYTHM Premium Cannabis, Sacred Rose and Dayglo Present The Miracle in Mundelein, an Unprecedented Two-Day Concert with Legal Onsite Cannabis Consumption
June 07, 2023
From
Green Thumb Industries
Via
GlobeNewswire
Cannabis Coalition Forms To Push Biden On Federal Reform: Will It Work This Time?
↗
June 07, 2023
Marijuana organizations, industry leaders, cannabis companies and experts in the field are teaming up to push for cannabis reform on the federal level.
Via
Benzinga
Better Growth Stock: Tilray vs. Green Thumb Industries
↗
May 16, 2023
The cannabis industry is risky, but the potential for high growth is there.
Via
The Motley Fool
Green Thumb Industries's Return On Capital Employed Overview
↗
May 11, 2023
Via
Benzinga
Cannabis Chart Of The Week: Analysts Have Reasonable Expectations, Leaving Room For Upside Surprises
↗
June 05, 2023
The graph depicts consensus analyst expectations for the ten largest MSOs that have consistent 2023 and 2024 estimates, including Curaleaf (OTC: CURLF), Green Thumb (OTC: GTBIF), Verano (OTC:
Via
Benzinga
Better Growth Stock: Curaleaf Holdings vs. Green Thumb Industries
↗
June 05, 2023
In this cutthroat industry, one of these growth stocks has a better chance of surviving and thriving.
Via
The Motley Fool
May Summary Of Largest American Cannabis MSO Stock Performances
↗
June 02, 2023
The American Cannabis MSOs Index was down 0.9% in May and is now down 18.9% YTD.
Via
Talk Markets
Bearish Thursday For Marijuana Stocks - iAnthus Capital Hldgs, TerrAscend Among Top Gainers
↗
June 01, 2023
Via
Benzinga
Pot Prohibition Leads To Misconceptions, Clean Slate For Arizonians With Convictions And More Regs
↗
May 31, 2023
New Hampshire Lawmakers Will Again Consider Marijuana Legalization
Via
Benzinga
Marijuana Stock Movers For May 30, 2023
↗
May 30, 2023
Via
Benzinga
Here's Where To Buy Weed Over Memorial Day Weekend: New Cannabis Shops Open In Five States
↗
May 26, 2023
Body and Mind Expands In Illinois Body and Mind Inc. (CSE: BAMM) (OTCQB: BMMJ) announced the grand opening of a new store in Markham, Illinois, over the Memorial Day weekend.
Via
Benzinga
U.S. Cannabis Companies Prioritize Positive Cash Flows Amidst Challenging Operating Environment
↗
May 26, 2023
Via
Benzinga
Green Thumb to Open RISE Bristol, its 80th Retail Location in the Nation, On May 24th
May 23, 2023
From
Green Thumb Industries
Via
GlobeNewswire
3 Things About Green Thumb Industries That Smart Investors Know
↗
May 20, 2023
Green Thumb could most likely survive and thrive in this cutthroat cannabis market.
Via
The Motley Fool
Only 1 Major Cannabis MSO Is Up YTD
↗
May 19, 2023
The seven constituents in the American Cannabis MSOs Index are DOWN 22.7% YTD, on average, with only one up YTD.
Via
Talk Markets
Cannabis Stock Movers For May 19, 2023
↗
May 19, 2023
Via
Benzinga
Lifelong Teamster On How Cannabis Workers Are Rejecting 'Churn-And-Burn-Model' Toward Prosperous Careers
↗
May 19, 2023
Teamsters Local 777 members at Verilife dispensaries in Illinois, owned by PharmaCann, ratified their first collective bargaining agreements in early May, which provide workers a 20% wage increase,...
Via
Benzinga
Hero or Zero? 3 Speculative Cannabis Stocks to Make You Rich or Broke
↗
May 16, 2023
These cannabis stocks are remarkably risky bets and should be considered by those with a high risk/ high reward mindset
Via
InvestorPlace
Cannabis Chart Of The Week: Q1's Sequential Quarter Revenue Decline Is A Prelude To 2023's Revenue Deceleration
↗
May 15, 2023
Via
Benzinga
Cannabis MSOs Remain Volatile: +12% Last Week; -14% So Far This Week
↗
May 12, 2023
After rising the previous two weeks, the American multi-state operators (MSOs) have taken back their gains - and more.
Via
Talk Markets
Bearish Sentiment Across The Cannabis Space - Check Full Movers For May 11, 2023
↗
May 11, 2023
Via
Benzinga
3 New Cannabis Stock Risks Are Emerging -- As If There Aren't Enough Already
↗
May 11, 2023
These issues don't make the industry hopeless but could make the complex path even more difficult.
Via
The Motley Fool
Marijuana Stock Movers For May 10, 2023
↗
May 10, 2023
Via
Benzinga
Marijuana Stock Movers For May 9, 2023
↗
May 09, 2023
Via
Benzinga
3 Best Marijuana Stocks to Buy in May
↗
May 09, 2023
These companies' shares are faring better than most cannabis stocks this year.
Via
The Motley Fool
Largest U.S. Cannabis Stocks Continue To Outperform Canadian LPs
↗
May 07, 2023
The 7 constituents in the munKNEE American Cannabis MSOs Index are UP 11.7% MTD, on average, but are still DOWN 8.6% YTD and have an average Wall Street analyst 12-month price target representing a...
Via
Talk Markets
Bullish Sentiment Across The Cannabis Space - Check Full Movers For May 5, 2023
↗
May 05, 2023
Via
Benzinga
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