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home
about us
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Team Biographies
Firm ADV PDFs
Form CRS
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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
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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
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Green Thumb Industries Inc
(OP:
GTBIF
)
7.772
-0.128 (-1.62%)
Streaming Delayed Price
Updated: 12:05 PM EST, Jan 6, 2026
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Cannabis Stock Movers For March 28, 2025
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March 28, 2025
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Green Thumb Industries Unveils Third Annual Social Impact Report
March 12, 2025
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Green Thumb Expands Nevada Retail Footprint with the Opening of RISE Dispensary Henderson on Boulder on March 4
March 03, 2025
RISE Dispensary Henderson on Boulder marks the 2nd RISE Dispensary location in Henderson, 12th in Nevada and 102nd nationwide
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Cannabis Stocks Cronos, Trulieve, Green Thumb, Verano Trading Up After Earnings: A Full Recap
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February 27, 2025
Why cannabis stocks Cronos, Verano, Trulieve and Green Thumb stocks gained on Thursday. A look at their Q4 earnings, market drivers and future outlook.
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Green Thumb Industries Reports Fourth Quarter and Full Year 2024 Results
February 26, 2025
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420 with CNW — Trump’s DEA Pick Causes Concerns About the Likelihood of Marijuana Rescheduling
February 19, 2025
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February 06, 2025
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Survey Finds More Adults Turn to Cannabis Than Prescription Sleep Aids To Help Them Sleep
January 17, 2025
Nearly one in five American adults 21+ use cannabis to help them sleep. Snoozzzeberry from incredibles offers a leading sleep line recognized among the nation’s top 10 best-selling sleep cannabis...
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Green Thumb Industries
Via
GlobeNewswire
Cannabis Legalization Headed For The Ballot Again In Florida: Advocates Launch New Amendment Initiative
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January 15, 2025
Group behind failed attempt to legalize recreational cannabis in FL has launched new initiative for 2026 ballot. Allows adult use with limits and restrictions.
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Study Shows Opioid Makers’ Payments to Pain Doctors Dropped After Medical Marijuana Legalization
January 14, 2025
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Green Thumb Industries Announces First-Of-Its-Kind Partnership with Iconic Chicago Music Venue, The Salt Shed, Introducing Retail Store RISE at Salt Shed and RYTHM Brand Activations
January 10, 2025
From
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Via
GlobeNewswire
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January 08, 2025
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DEA Accused Of Bias In Cannabis Rescheduling Hearings: Weed Stocks Plummeted In 2024 As Process Drags On
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January 08, 2025
DEA judge orders agency to respond to allegations of opposing marijuana rescheduling and improper communication with opponents. Cannabis stocks declined in 2024 due to concerns about DEA review.
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