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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
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Green Thumb Industries Inc
(CSE:
GTII
)
11.10
UNCHANGED
Streaming Delayed Price
Updated: 3:49 PM EST, Jan 2, 2026
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How Illinois’ Adult-Use Cannabis Prices Compare Regionally
March 13, 2024
Via
CannabisNewsWire
Topics
Cannabis
Study Shows CBD-Dominant Marijuana Products Can Ease Anxiety While Negating Risks of THC
March 04, 2024
Via
CannabisNewsWire
Topics
Cannabis
Green Thumb Expands Florida Retail Footprint with New RISE Dispensary in Dunnellon, its 15th Location in the Sunshine State
February 29, 2024
From
Green Thumb Industries
Via
GlobeNewswire
Green Thumb Industries' $278M Profits, Margin And Strategic Insights Explained For Everyday Investors
↗
February 28, 2024
Green Thumb Industries Inc. (CSE: GTII) (OTCQX: GTBIF) reported its earnings late Wednesday, revealing significant financial achievements for the fourth quarter and full year ended December 31, 2023,...
Via
Benzinga
Green Thumb Industries Reports Fourth Quarter and Full Year 2023 Results
February 28, 2024
From
Green Thumb Industries
Via
GlobeNewswire
420 with CNW — Why the Federal Government Is Not Acting Fast to Reform Cannabis Laws Despite Public Support
February 27, 2024
Via
CannabisNewsWire
Topics
Cannabis
Law Enforcement
420 with CNW — Judge Rejects Challenge by Out-of-State Residents Against New York’s Cannabis Program
February 13, 2024
Via
CannabisNewsWire
Topics
Cannabis
Law Enforcement
Lawsuit
Green Thumb Industries Publishes Second Annual Social Impact Report
February 08, 2024
From
Green Thumb Industries
Via
GlobeNewswire
420 with CNW — New York Grants Recreational Sales Licenses to Medical Cannabis Companies
February 02, 2024
Via
Investor Brand Network
Topics
Cannabis
420 with CNW — New York Grants Recreational Sales Licenses to Medical Cannabis Companies
February 02, 2024
Via
CannabisNewsWire
Topics
Cannabis
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 — SD Assembly Approves Legislation Sanctioning Cannabis Companies Without Warnings on Gun Ownership
January 25, 2024
Via
CannabisNewsWire
Topics
Cannabis
Firearms
Colorado Wants To Simplify Cannabis Regulations, Eliminate Fungus Testing: A 500-Page Rulebook Is Too Long, Lawmakers Say
↗
January 25, 2024
Colorado lawmakers have introduced a bipartisan bill that aims to remove a rule requiring cannabis products to be tested for a fungus called Aspergillus. The rule, which was implemented by the Colorado...
Via
Benzinga
Topics
Cannabis
Product Recall
Green Thumb Industries to Hold Fourth Quarter and Full Year 2023 Earnings Conference Call on February 28, 2024
January 24, 2024
From
Green Thumb Industries
Via
GlobeNewswire
Here's What Made December Stand Out: These Two States Raked In Hundreds Of Thousands In Cannabis Sales
↗
January 17, 2024
Maryland residents spent a record $96.5m on cannabis products in December, according to data from the Maryland Cannabis Administration (MCA). Of that total, $61.5m came from recreational cannabis...
Via
Benzinga
Topics
Cannabis
Cocaine, Meth Decriminalization In Maine, NY Weed Market Expands, Cannabis Reg Updates In AR And FL
↗
January 17, 2024
On Friday, a New York regulator green-lighted two more marijuana multistate operators to transition to the recreational market from the medical. Fiorello Pharmaceuticals Inc. - owned by Green Thumb...
Via
Benzinga
Topics
Cannabis
Law Enforcement
420 with CNW — Study Says Most Cancer Survivors Using Cannabis See Significant Symptom Relief
January 16, 2024
Via
CannabisNewsWire
Topics
Cannabis
420 with CNW — Johns Hopkins Team to Track 10,000 Medical Cannabis Users in Federally Funded Research
January 08, 2024
Via
CannabisNewsWire
Topics
Cannabis
420 with CNW — Ohio Marijuana Sector in Limbo as Lawmakers Close for the Year
December 28, 2023
Via
CannabisNewsWire
Topics
Cannabis
420 with CNW — Limited Product Range Hampers Recreational Cannabis Sales in Connecticut
December 19, 2023
Via
CannabisNewsWire
Topics
Cannabis
Green Thumb to Open RISE Dispensary Port Orange in Florida, its 90th Retail Location in the Nation, on December 15
December 13, 2023
From
Green Thumb Industries
Via
GlobeNewswire
420 with CNW — NY Regulators Can Issue Cannabis Business Licenses After Supreme Court Suspends Injunction
December 11, 2023
Via
CannabisNewsWire
Topics
Cannabis
Lawsuit
Nevada's Marijuana Regulator Gets A Dynamic New Leader And Other Leadership Changes In Cannabis
↗
December 11, 2023
Nevada Gov. Joe Lombardo revealed last week that James Humm agreed to lead the state's agency that regulates the burgeoning cannabis market. Tyler Klimas, who currently holds the position of executive...
Via
Benzinga
Topics
Cannabis
Green Thumb Announces Retirement of Richard Drexler from Board of Directors
December 08, 2023
From
Green Thumb Industries
Via
GlobeNewswire
420 with CNW — Amid Congressional Inaction, NY Governor Enacts Measure Easing Cannabis Banking
December 01, 2023
Via
CannabisNewsWire
Topics
Cannabis
Green Thumb to Open RISE Dispensaries in Tampa and Crystal River on December 1, Expanding its Footprint to 13 Locations in the Sunshine State
November 29, 2023
From
Green Thumb Industries
Via
GlobeNewswire
Press Release
November 28, 2023
Chicago, Illinois--(Newsfile Corp. - November 28, 2023) - On November 27, 2023, Anthony Georgiadis, President of Green Thumb Industries Inc....
Via
Newsfile
420 with CNW — Could Rescheduling Make Marijuana Interstate Commerce Possible?
November 21, 2023
Via
CannabisNewsWire
Topics
Cannabis
420 with CNW — Bipartisan Bill to Legalize Cannabis Federally Is Reintroduced in Congress
November 13, 2023
Via
CannabisNewsWire
Topics
Cannabis
Green Thumb Industries Reports Q3 2023 Revenue Growth And 'Strong Profitability'
↗
November 08, 2023
Green Thumb Industries Inc. (CSE: GTII) (OTCQX: GTBIF), a leading national cannabis consumer packaged goods company and owner of RISE Dispensaries, announced its Q3 2023 financial results, which ended...
Via
Benzinga
Topics
Cannabis
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