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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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FIP
Event Schedule
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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
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Cresco Labs Inc
(CSE:
CL
)
1.660
UNCHANGED
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Updated: 3:59 PM EST, Dec 31, 2025
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420 with CNW — Governor Enacts Law Permitting Cannabis Cultivators to Sell to Patients Directly
December 26, 2023
Via
CannabisNewsWire
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New York Will Get 12 New Weed Dispensaries, Ending 2023 With More Than 35 Adult-Use Stores Open
↗
December 15, 2023
New York governor Kathy Hochul has announced plans to open a dozen new recreational cannabis dispensaries, including eight Black-owned, five Hispanic-owned and nine women-owned. In total, New York is...
Via
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420 with CNW — Cultivation, Possession of Cannabis is Now Legal, But Ohioans Have Nowhere to Purchase It
December 14, 2023
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These Companies Are Taking Center Stage As New York Cannabis Scene Expands
↗
December 11, 2023
'New York is going to rapidly become the largest cannabis market in the country,' say cannabis companies getting ready to jump in.
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420 with CNW — Marijuana Industry Stakeholders Upbeat Regarding Prospects of Ending Section 280E Pains
December 07, 2023
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420 with CNW — Governor Hochul Signs Legislation Granting New York Cannabis Businesses Code 280E Tax Relief
November 29, 2023
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420 with CNW — Ohio Vote Means Recreational Cannabis Now Legal in 24 States
November 16, 2023
Via
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Cresco Labs Reports Third Quarter 2023 Financial Results
November 15, 2023
From
Cresco Labs
Via
Business Wire
420 with CNW — Study Predicts $260M Addition to Ohio’s Economy After Cannabis Legalization
November 09, 2023
Via
CannabisNewsWire
Topics
Cannabis
Economy
Cresco Labs Commends Ohioans on Legalizing Adult-Use Cannabis
November 08, 2023
From
Cresco Labs
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Business Wire
Cresco Labs to Report Third Quarter 2023 Financial Results on November 15, 2023
November 01, 2023
From
Cresco Labs
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Business Wire
420 with CNW — Marijuana Successes on Capitol Hill Galvanize Protagonist Groups
October 31, 2023
Via
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420 with CNW — Cannabis Banking Law Complicated by Conflicting Priorities, House Speaker Issues
October 24, 2023
Via
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Cresco Labs Unlocks $32 Million in Non-Dilutive Capital
October 19, 2023
From
Cresco Labs
Via
Business Wire
420 with CNW — Georgia State Residents Could Soon Access Medical Cannabis in Pharmacies
October 16, 2023
Via
CannabisNewsWire
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Cresco Labs Launches Good News Brand in Pennsylvania with New Sweet Troches
October 09, 2023
From
Cresco Labs
Via
Business Wire
420 with CNW — US Nurses Association Recognizes Marijuana as Specialty Practice Area
October 06, 2023
Via
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Cresco Labs Expands Sunnyside in Central Pennsylvania with New Store in Altoona
October 05, 2023
From
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420 with CNW — Bipartisan Senators Unveil SAFER Marijuana Banking Bill
September 28, 2023
Via
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Cresco Labs Expands Florida Brand Portfolio with Launch of FloraCal and Cresco Live Rosin and Flower Products
September 21, 2023
From
Cresco Labs
Via
Business Wire
420 with CNW — Twist of Fate? DEA Now Tasked with Steering Marijuana Rescheduling
September 20, 2023
Via
CannabisNewsWire
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420 with CNW — NORML Says Rescheduling Cannabis Not Enough
September 13, 2023
Via
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Cresco Labs Opens 33rd Florida Sunnyside in Jacksonville, 70th Store Nationwide
September 12, 2023
From
Cresco Labs
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Business Wire
Cresco Labs Launches First-Ever Cannabis Advertisements on Spotify, the World’s Most Popular Audio Streaming Subscription Service
September 07, 2023
From
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Business Wire
Cresco Labs Announces Upcoming Conference Participation
September 06, 2023
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Business Wire
420 with CNW — Survey Shows Patients Satisfied with Marijuana as Neuropathy Treatment
September 05, 2023
Via
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Cresco Labs Reports Second Quarter 2023 Results
August 16, 2023
From
Cresco Labs
Via
Business Wire
Cresco Labs Expands Sunnyside in East Central Florida with New Store in Palm Bay
August 07, 2023
From
Cresco Labs
Via
Business Wire
Cresco Labs to Report Second Quarter 2023 Financial Results on August 16, 2023
August 02, 2023
From
Cresco Labs
Via
Business Wire
Cresco Labs and Columbia Care Mutually Agree to Terminate Merger
July 31, 2023
From
Cresco Labs
Via
Business Wire
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