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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
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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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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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Glass House Brands Inc
(OP:
GLASF
)
9.070
+0.290 (+3.30%)
Streaming Delayed Price
Updated: 2:30 PM EST, Dec 30, 2025
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Cannabis Stock Gainers And Losers From August 4, 2023
↗
August 04, 2023
Via
Benzinga
Top Talent To Lead Two New US Marijuana Markets And Latest Key Hires In Cannabis Industry
↗
July 19, 2023
As Benzinga Cannabis Capital Conference returns to Chicago this Sept 27-28 for its 17th edition, gathering top CEOs, investors and leaders in the cannabis
Via
Benzinga
Turning 15 Years Of Imprisonment Into Cannabis Advocacy, Luke Scarmazzo Shares His Vision
↗
July 17, 2023
"It’s been a surreal kind of whirlwind," said Luke Scarmazzo, brand & justice ambassador for Glass House Brands Inc. (OTCQX: GLASF), 67 days after serving a 15-year prison sentence for cannabis-related...
Via
Benzinga
Cannabis Stock Movers For July 27, 2023
↗
July 27, 2023
Via
Benzinga
Glass House Brands Board Member Hector De La Torre Resigns
↗
July 13, 2023
Hector De La Torre has stepped down from the board of Glass House Brands Inc.
Via
Benzinga
Leadership Shake-Ups Across Several Weed Companies: Who Got The Top Jobs?
↗
July 05, 2023
As Benzinga Cannabis Capital Conference returns to Chicago this Sept 27-28 for its 17th edition, gathering top CEOs, investors and leaders in the marijuana
Via
Benzinga
California Cannabis Co. Accused Of Illegally Shipping Marijuana Strikes Back With Countersuit
↗
June 29, 2023
A California cannabis company that has been accused of transporting and shipping cannabis across state lines on airplanes is striking back.
Via
Benzinga
Weed Trafficking Plot: California Co. Sues Competitor Over Alleged Black Market Profiteering
↗
June 13, 2023
A California cannabis company has been accused of transporting and shipping cannabis across state lines on airplanes, according to a lawsuit filed by one of its competitors,
Via
Benzinga
June 8th KCSA Cannabis Virtual Investor Conference: Presentations Now Available for Online Viewing
June 09, 2023
Company Executives Share Vision and Answer Questions at VirtualInvestorConferences.com
From
Virtual Investor Conferences
Via
GlobeNewswire
KCSA Cannabis Virtual Investor Conference Agenda Announced for June 8th
June 06, 2023
Company Executives Share Vision and Answer Questions Live at VirtualInvestorConferences.com
From
Virtual Investor Conferences
Via
GlobeNewswire
Glass House Brands to Present at the KCSA Cannabis Virtual Investor Conference June 8th
June 06, 2023
Company invites individual and institutional investors, as well as advisors and analysts, to attend in person or online at VirtualInvestorConferences.com
From
Virtual Investor Conferences
Via
GlobeNewswire
California Cannabis Industry Alliance Backs Assemblymember Phil Ting's Credit Law Bill
↗
May 17, 2023
Kiva Sales & Service, CannaCraft, Calyx Peak, FundCanna, Glass House Brands (OTCQX: GLASF) (OTC: GHBWF), HERBL, Lowell Farms (OTCQX:
Via
Benzinga
Glass House Brands' Net Sales Increase 108% To $29M, Exceeds Production, Revenue And Margin Guidance
↗
May 15, 2023
Glass House Brands Inc., (OTC: GLASF) (OTC: GHBWF) a leading cannabis company in the U.S., announced its financial results for the first quarter ending March 31, 2023, late on Monday.
Via
Benzinga
Against All Odds: 11 Cannabis Companies That Made It To Financial Times' 500 Fastest-Growing List
↗
April 28, 2023
Despite what often appeared to be endless industry struggles such as the lack of capital access, federal reform and scientific research, in addition to the tough competition with illegal markets, some...
Via
Benzinga
Glass House Brands Closes Turlock Natural Healing Center Dispensary Acquisition
↗
April 25, 2023
Glass House Brands Inc. (OTCQX: GLASF) (OTCQX: GHBWF) (NEO:GLAS.A.U) (NEO:GLAS.WT.U) announced that all local regulatory requirements have been fulfilled for Glass House's acquisition of the
Via
Benzinga
Luke Scarmazzo Joins Glass House Brands As Lead Brand Ambassador For NorCal
↗
April 11, 2023
Glass House Brands Inc.
Via
Benzinga
Dispensaries Join Forces To Support Cannabis Justice With Mission [Green] Alliance
↗
April 11, 2023
The nonprofit organization The Weldon Project unveiled Mission [Green] Alliance Tuesday, a project designed to inspire customers of legal cannabis to contribute to cannabis justice efforts.
Via
Benzinga
Glass House Brands FY22 Revenue Grows 31%, What About Adjusted EBITDA?
↗
March 14, 2023
Glass House Brands Inc. (OTCQX: GLASF) (OTCQX: GHBWF) (NEO:GLAS.A.U) (NEO:GLAS.WT.U) released financial results for its fourth quarter ending December 31, 2022, revealing Q4 net sales of $32.2 million...
Via
Benzinga
KCSA Cannabis Virtual Investor Conference: Presentations Now Available for Online Viewing
February 24, 2023
Company Executives Share Vision and Answer Questions at VirtualInvestorConferences.com
From
Virtual Investor Conferences
Via
GlobeNewswire
KCSA Cannabis Virtual Investor Conference Agenda Announced for February 23rd
February 22, 2023
Company Executives Share Vision and Answer Questions Live at VirtualInvestorConferences.com
From
Virtual Investor Conferences
Via
GlobeNewswire
Glass House Brands to Webcast Live at VirtualInvestorConferences.com on February 23rd
February 17, 2023
Company invites individual and institutional investors, as well as advisors and analysts, to attend real-time, interactive presentations on VirtualInvestorConferences.com
From
Virtual Investor Conferences
Via
GlobeNewswire
US Stocks Open Lower; Nasdaq Down 1%
↗
January 30, 2023
U.S. stocks traded mostly lower this morning, with the Nasdaq Composite dropping more than 100 points on Monday. Following the market opening Monday, the Dow traded down 0.14% to 33,931.09 while the...
Via
Benzinga
Can Cucumbers Save A Cannabis Company? Likely Not
↗
January 25, 2023
By Ryan Douglas of Ryan Douglas Cultivation
Via
Benzinga
Several Cannabis Operations Temporarily Shut Down Due To CA Weather Disaster
↗
January 11, 2023
Several cannabis operators throughout California are hurting due to the most recent superstorm, with some companies reporting product losses due to heavy rains that damaged their crops, reported...
Via
Benzinga
Glass House Brands Secures $4.7M Via Private Placement
↗
January 03, 2023
Glass House Brands Inc. (OTCQX: GLASF) (OTCQX: GHBWF) (NEO:GLAS.A.U) (NEO:GLAS.WT.U) closed a non-brokered private placement of series C preferred stock, face value $1,000 per s
Via
Benzinga
Where To Buy Legal Weed These Days: Six New Retail Locations Launch Cannabis Sales
↗
December 19, 2022
Sanctuary Cannabis Opens 16th FL Store Sanctuary Cannabis has opened its southernmost location to date and the company's sixteenth dispensary in the state of Florida.
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For December 19, 2022
↗
December 19, 2022
Via
Benzinga
Glass House Brands: Q3 Revenue Increases 72% Sequentially To $28.3M
↗
November 10, 2022
Glass House Brands Inc. (OTCQX: GLASF) (OTCQX: GHBWF) (NEO: GLAS.A.U) (NEO: GLAS.WT.U), one of the fastest-growing, vertically integrated cannabis companies in the U.S., reported financial results for...
Via
Benzinga
Livewire's Estrella Weedery Is The World's First Estate-Grown Weedery — A Sustainable Cannabis Farm and Destination Focused On Premium Organic-Style Specialty Cannabis Products
↗
November 01, 2022
Livewire Ergogenics Inc. trading at the OTC Marketplace under (OTCMKTS: LVVV) is a company focused on acquiring, managing, leasing, and licensing special-purpose real estate properties and operations...
Via
Benzinga
Key Cannabis Exec Changes You Need To Know About: Leafly's New CCO, Glass House's New Appointment & More
↗
October 25, 2022
Leafly Names New CCO Leafly Holdings, Inc. (NASDAQ: LFLY) announced that Carlos Pinto joined the company as a chief commercial officer.
Via
Benzinga
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