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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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Cannabis Scandal And Resignation Of Oregon Official, USCC's New Leadership & More Executive Moves
↗
May 05, 2023
New Team Of Top Executives And Experts To Lead USCC Amid Possible Cannabis Policy Reform
Via
Benzinga
Senate Committee Officially Schedules Hearing On Cannabis Banking For May 11, Pot Stocks Bounce
↗
May 04, 2023
The Senate Banking Committee has officially scheduled a hearing to take up the Secure and Fair Enforcement (SAFE) Banking Act on Thursday, May 11 at a meeting titled “Examining Cannabis Banking...
Via
Benzinga
Cannabis Stock Movers For May 4, 2023
↗
May 04, 2023
Via
Benzinga
Green Thumb Industries Reports Q1 2023 Financials: Revenue Up 2% YoY To $249M, Adjusted EBITDA?
↗
May 03, 2023
Green Thumb Industries Inc. (OTCQX: GTBIF) reported its financial results for the first quarter that ended March 31, 2023.
Via
Benzinga
Green Thumb Industries: Q1 Earnings Insights
↗
May 03, 2023
Via
Benzinga
Green Thumb Industries Reports First Quarter 2023 Results
May 03, 2023
From
Green Thumb Industries
Via
GlobeNewswire
Green Thumb Industries Raises Wages By 50% After Teamster-Led 'Longest Strike' In Cannabis History
↗
May 03, 2023
A 13-day unfair labor practice
Via
Benzinga
Key Marijuana Executive Changes You Should Know About: New Appointments And Promotions
↗
May 02, 2023
Humble & Fume Shakes Up Management Team Cannabis operator Humble & Fume Inc. (CSE: HMBL) (OTCQX: HUMBF) has appointed Chris Candelario as the president of US distribution.
Via
Benzinga
PharmaCann's Verilife Cannabis Workers Secure Wage Hike, Benefits After Joining Union
↗
May 02, 2023
Over 100 workers at five Verilife cannabis stores in Illinois have joined unions, with Teamsters Local 777 reaching a tentative agreement that includes a 20% wage increase, additional full-time...
Via
Benzinga
Bullish Sentiment Across The Cannabis Space - Check Full Movers For May 1, 2023
↗
May 01, 2023
Via
Benzinga
Cantor Fitzgerald Discontinues Research Coverage Of The Cannabis Sector
↗
May 01, 2023
Cantor Fitzgerald has transferred coverage of WM Technology (NASDAQ: MAPS) to Brett Knoblauch.
Via
Benzinga
Green Thumb Industries Announces Conference Participation for May 2023
May 01, 2023
From
Green Thumb Industries
Via
GlobeNewswire
April Summary: Largest American Cannabis MSOs Up 2.4%: Still -18.2% YTD
↗
April 29, 2023
Marijuana stocks got a boost this week (+5.7%) following the reintroduction of a long-awaited bipartisan banking bill.
Via
Talk Markets
Cannabis Stock Gainers And Losers From April 27, 2023
↗
April 27, 2023
Via
Benzinga
Green Thumb Industries Announces Appointment of Ethan Nadelmann to Board of Directors
April 27, 2023
From
Green Thumb Industries
Via
GlobeNewswire
EXCLUSIVE: Sale-Leasebacks? Not For Verano. 'Leverage Your Own Cash Flow,' Exec Says
↗
April 25, 2023
Verano Holdings (OTCQX: VRNOF) chief investment officer Aaron Miles believes that leveraging cash flow is the best way to build a cannabis business.
Via
Benzinga
RYTHM Cannabis Brings LP Giobbi’s “Dead House” After-Party to Chicago
April 25, 2023
LP Giobbi to Perform Dead & Company Official After-Show at the Metro on June 9th
From
Green Thumb Industries
Via
GlobeNewswire
Teamsters Are Not Backing Down, Fifth Day Of Unfair Labor Practice Strike At Three Cannabis Dispensaries
↗
April 24, 2023
Teamsters Local 777 members at three Rise dispensaries a subsidiary of Green Thumb Industries Inc. (OTCQX: GTBIF) in Chicagoland walked off the job on April 19th, at 4:20 p.m.
Via
Benzinga
Here's Where To Buy Legal Weed: Dozen New Stores Open Nationwide
↗
April 18, 2023
GTI Opens New RISE Stores In Minnesota And Pennsylvania
Via
Benzinga
Why the Silicon Valley Bank Failure Is Bad News for Cannabis Stocks
↗
April 18, 2023
Have cannabis stocks become even riskier buys?
Via
The Motley Fool
Oregon Rep. Reintroduces Small Biz Bill To Amend Tax Code For Cannabis Companies
↗
April 17, 2023
Oregon Congressman Earl Blumenauer is taking another shot at passing the Small Business Tax Equity Act, a bill that aims to amend an IRS code to allow state-legal cannabis businesses to take federal...
Via
Benzinga
EXCLUSIVE: Funding Alternatives For Cannabis Companies Present Unique Opportunities For Investors
↗
April 17, 2023
The cannabis industry has been affected by disruptions in the banking industry and changes in funding sources.
Via
Benzinga
RISE Dispensaries Opens RISE Grove City in Pennsylvania on April 17th
April 17, 2023
From
Green Thumb Industries
Via
GlobeNewswire
Nasdaq Bear Market: 5 Colossal Growth Stocks You'll Regret Not Buying on the Dip
↗
April 15, 2023
The Nasdaq Composite losing a third of its value is the perfect excuse for opportunistic investors to pounce on innovative growth stocks.
Via
The Motley Fool
New Jersey Regulators Deny Curaleaf's License Renewal Amid Labor & Social Equity Concerns
↗
April 14, 2023
Regulators in New Jersey dealt a major setback to Curaleaf Holdings Inc (OTCQX: CURLF), the state's leading cannabis company, by denying its request for a license renewal to cultivate and sell...
Via
Benzinga
Bullish Sentiment Across The Cannabis Space - Check Full Movers For April 13, 2023
↗
April 13, 2023
Via
Benzinga
RISE Dispensaries to Open RISE New Hope, Its 7th Retail Location in Minnesota, on April 17th
April 13, 2023
RYTHM Premium Flower Will Launch in Minnesota on RISE New Hope Opening Day
From
Green Thumb Industries
Via
GlobeNewswire
The 7 Best Cannabis Stocks to Buy for April 2023
↗
April 12, 2023
For investors bullish on the sector, the best cannabis stocks to buy now are these seven under-the-radar names.
Via
InvestorPlace
A Cannabis Cookbook? Rise Publishes 'Smoke It. Eat It. Drink It.'
↗
April 12, 2023
RISE Dispensaries, a cannabis retail chain owned by Green Thumb Industries (OTCQX: GTBIF) (CSE:GTII), announced that all RISE Dispensaries in participating markets will host a month-long 4/20...
Via
Benzinga
RISE Dispensaries Launches E-Cookbook “Smoke It. Eat It. Drink It.” Containing Recipes Infused with Cannabis, the Newest Pantry Staple
April 12, 2023
RISE Helps Consumers Celebrate 4/20 Like a Real Holiday with Cannabis E-Cookbook, Greeting Cards, Exclusive Product Drops and Month-Long Deals
From
Green Thumb Industries
Via
GlobeNewswire
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