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home
about us
Investment Approach
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Cresco Labs Inc
(CSE:
CL
)
1.660
UNCHANGED
Streaming Delayed Price
Updated: 3:59 PM EST, Dec 31, 2025
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Illinois 2024 Cannabis Sales Reach $1B Milestone Faster Than Expected: Are Out-Of-State Consumers Driving The Boom? Where Are Taxes Going?
↗
July 11, 2024
Illinois' retail cannabis sales reached the $1 billion mark year-to-date, Gov. JB Pritzker's office announced Wednesday. That's earlier than last year's July 10 milestone.The sum includes over $850...
Via
Benzinga
Topics
Cannabis
Cresco Labs Announces Voting Results of Its Annual General and Special Meeting of Shareholders
July 10, 2024
From
Cresco Labs
Via
Business Wire
DEA’s Rescheduling of Marijuana Could Be Delayed Beyond November Polls
July 01, 2024
Via
CannabisNewsWire
Topics
Cannabis
420 with CNW — Reports Indicate DEA Didn’t Support Marijuana Reclassification
May 31, 2024
Via
CannabisNewsWire
Topics
Cannabis
Officials Highlight Areas of Failure as Cannabis Program in New York Is Overhauled
May 15, 2024
Via
CannabisNewsWire
Topics
Cannabis
Cresco Labs CEO Touts 10x Increase In Operating Cash Flow YoY As Cannabis Company Reports Q1 Results
↗
May 15, 2024
Cannabis producer Cresco Labs Inc. (CSE: CL) (OTCQX: CRLBF) (FSE: 6CQ) announced on Wednesday its financial and operating results for the first quarter ended March 31, 2024. "I want to thank the Cresco...
Via
Benzinga
Topics
Cannabis
Cresco Labs Reports Continued Trend of Financial Improvement with First Quarter 2024 Financial Results
May 15, 2024
From
Cresco Labs
Via
Business Wire
Medical Marijuana Giant Trulieve, Backer Of Florida's Recreational Cannabis Ballot, Narrows Loss, Reports Uptick In Q1 Revenue, Gross Profit
↗
May 09, 2024
Trulieve Cannabis Corp. announced on Thursday its first quarter results for the three months ended March 31, 2024. The Tallahassee, Florida-based medical cannabis giant reported revenue of $298 million...
Via
Benzinga
Topics
Cannabis
Cresco Labs Announces May Conference Participation
May 09, 2024
From
Cresco Labs
Via
Business Wire
420 with CNW — US Cannabis Companies Could Soon Access Bankruptcy Protection
May 08, 2024
Via
CannabisNewsWire
Topics
Bankruptcy
Cannabis
Cresco Labs to Report First Quarter 2024 Financial Results on May 15, 2024
April 30, 2024
From
Cresco Labs
Via
Business Wire
420 with CNW — Maine Sounds Alarm on Illicit Marijuana Linked to Chinese Gangs
April 26, 2024
Via
CannabisNewsWire
Topics
Cannabis
Law Enforcement
Cannabis (De)Unionization: Here's What's New On The Frontlines Of Labor Organizing Among Weed Workers
↗
April 24, 2024
Employees at Cresco Labs Inc.'s Fall River, Massachusets-based cannabis cultivation operations have voted overwhelmingly to approve their first union contract with the United Food and Commercial...
Via
Benzinga
Topics
Cannabis
Court Overturns New York’s Cannabis Advertising Ban
April 12, 2024
Via
CannabisNewsWire
Topics
Cannabis
420 with CNW — US Marijuana Sales Expected to Be in Excess of $31B in 2024
April 05, 2024
Via
CannabisNewsWire
Topics
Cannabis
420 with CNW — Las Vegas Consumption Lounges Usher in New Era for Cannabis Industry
March 26, 2024
Via
CannabisNewsWire
Topics
Cannabis
Here's Where To Buy Legal Weed: New Stores Launching Cannabis Sales Ahead Of 4/20, Part 1
↗
March 19, 2024
Cannabis sales in Illinois seem to be thriving. In 2023, the licensed cannabis retailers sold more than $1.6 billion worth of cannabis, marking the third consecutive year of substantial growth in this...
Via
Benzinga
Topics
Cannabis
Cannabis Co. Cresco Nearly Doubles Adjusted EBITDA YoY To $54.8M In Q4, Narrows Loss In 2023
↗
March 13, 2024
Cresco Labs announced on Wednesday financial and operating results for the fourth quarter and year ended Dec. 31, 2023.The Chicago-based cannabis giant behind Sunnyside dispensaries reported net...
Via
Benzinga
Topics
Cannabis
Cresco Labs Reports Fourth Quarter & Full Year 2023 Financial Results Demonstrating Significant Profitability and Cash Flow Improvements
March 13, 2024
From
Cresco Labs
Via
Business Wire
Cresco Labs to Report Fourth Quarter and Annual 2023 Financial Results on March 13, 2024
February 27, 2024
From
Cresco Labs
Via
Business Wire
Cresco Labs Continues Retail Expansion in Pennsylvania with New Gettysburg Store
February 23, 2024
From
Cresco Labs
Via
Business Wire
Virginia’s Assembly, Senate Pass Differing Cannabis Sales Bills
February 21, 2024
Via
CannabisNewsWire
Topics
Cannabis
Law Enforcement
Top Cannabis Appointments You Should Know About: Aurora's New CFO And Other Changes
↗
February 20, 2024
Cannabis multi-state operator Cresco Labs kicked off February by announcing the promotion of Greg Butler to the position of president. Tom Shuman, a CPG sales and marketing veteran, agreed to serve as...
Via
Benzinga
Topics
Cannabis
Cresco Labs Announces Transfers of Super Voting Shares to Certain Directors
February 09, 2024
From
Cresco Labs
Via
Business Wire
420 with CNW — Senate Democrats Implore Feds to Remove Marijuana from CSA
February 08, 2024
Via
CannabisNewsWire
Topics
Cannabis
Cresco Labs Promotes Greg Butler to President
February 01, 2024
From
Cresco Labs
Via
Business Wire
Ohio GOP Lawmakers Say Adult-Use Cannabis Sales Rules Could Be Ready In Spring, Promise 'Real Progress'
↗
January 29, 2024
Although Ohio voted in favor of legalizing recreational cannabis over two months ago, marijuana sales have yet to commence. This is because there have not been any rules defined regarding the legal...
Via
Benzinga
Topics
Cannabis
420 with CNW — Illinois Bags $417M in Cannabis Taxes as 2023 Sales Soar to $1.6B
January 23, 2024
Via
CannabisNewsWire
Topics
Cannabis
420 with CNW — Retailer Goes to Court Over California’s Cannabis Excise Taxes
January 12, 2024
Via
CannabisNewsWire
Topics
Cannabis
420 with CNW — California AG Says Interstate Marijuana Trade Would Attract Federal Enforcement
January 04, 2024
Via
CannabisNewsWire
Topics
Cannabis
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