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home
about us
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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
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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
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
Bond Fund Seminar
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Tilray Inc
(TSX:
TLRY
)
12.41
UNCHANGED
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Updated: 4:00 PM EST, Dec 31, 2025
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Get Ready for the Ultimate Game Day with Tilray Brands: Nationwide Brewery Events!
January 27, 2025
Feel the Thrill of the Big Game with Exclusive Beers, Wings, and Brew Pub Specials
From
Tilray Brands, Inc.
Via
GlobeNewswire
Terrapin Beer Co. Celebrates 20 Years of Iconic Wake-n-Bake Beer with Exciting Wake-n-Bake Off Event in Athens, GA
January 23, 2025
From
Tilray Brands, Inc.
Via
GlobeNewswire
420 with CNW — Illinois OKs Additional Conditions for Which Women Can Use Medical Marijuana
January 21, 2025
Via
CannabisNewsWire
Topics
Cannabis
Breckenridge Brewery Launches New Seasonal Brew: Spring Forward Grapefruit IPA
January 14, 2025
Bursting with Bright Citrus Flavor, the Limited-Release IPA Hits Shelves This Month
From
Tilray Brands, Inc.
Via
GlobeNewswire
Tilray Brands Reports Q2 2025 Financial Results
January 10, 2025
From
Tilray Brands, Inc.
Via
GlobeNewswire
420 with CNW — New York Governor Announces That Legal Cannabis Sales Have Reached $1bn
January 08, 2025
Via
CannabisNewsWire
Topics
Cannabis
SweetWater Brewing Launches Daytrip IPA: A New Tropical Escape in Every Sip
January 08, 2025
Embark on a Sun-Drenched Journey of Flavor with SweetWater Brewing’s Exhilarating New Everyday IPA
From
SweetWater Brewing Company, LLC
Via
GlobeNewswire
Tilray Medical Wins Tender to Supply Luxembourg with Medical Cannabis
January 06, 2025
From
Tilray Brands, Inc.
Via
GlobeNewswire
Tilray Brands Moves Earnings Date to January 10, 2025, in Observance of the National Day of Mourning
January 02, 2025
Due to the closure of the Securities and Exchange Commission and U.S. stock markets on January 9, in honor of the late former President Jimmy Carter, Tilray has moved its earnings announcement to...
From
Tilray Brands, Inc.
Via
GlobeNewswire
New Year, New Chill: Explore the Latest Cannabis Beverages from Solei, Mollo, and XMG
December 30, 2024
From
Tilray Brands, Inc.
Via
GlobeNewswire
Hit Refresh in the New Year with Tilray's Premium Non-Alcohol Beverage Lineup
December 30, 2024
Explore Tilray’s Range of Non-Alcohol Drinks, from Sparkling Waters to Hemp-Derived Delta-9 THC and IPA-Inspired Beverages
From
Tilray Brands, Inc.
Via
GlobeNewswire
SweetWater Brewing Announces 28th Anniversary Bash With STS9 Headlining an Immersive Jamtronica Experience
December 19, 2024
HoliBlaze Ticket Promotion Now Available for the February 22nd SweetWater Anniversary Party
From
Tilray Brands, Inc.
Via
GlobeNewswire
Tilray Brands, Inc. to Announce Second Quarter Fiscal Year 2025 Financial Results on January 9, 2025
December 19, 2024
From
Tilray Brands, Inc.
Via
GlobeNewswire
Redecan Cannabis Launches New Limited-Edition Genetics and Expands Signature 'Wrapped & Redee' Pre-roll Line for the Holidays
December 18, 2024
From
Tilray Brands, Inc.
Via
GlobeNewswire
420 with CNW — Portugal Looks Forward to Standing Out as a Medical Marijuana Hub
December 17, 2024
Via
CannabisNewsWire
Topics
Cannabis
420 with CNW — UN Human Rights Commissioner Condemns War on Drugs as a Total Failure
December 12, 2024
Via
CannabisNewsWire
Topics
Cannabis
Unwrap the Ultimate Holiday Experience with Good Supply’s Flavour-Packed Innovations
December 12, 2024
Experience the Pinnacle of Hard-Hitting Elevation with Good Supply’s Latest Product Release, Featuring JUICED XTREME, 2g Vapes, and Festive Monsters Pre-Roll: The Grump
From
Tilray Brands, Inc.
Via
GlobeNewswire
Tilray Alternative Beverages Unveils HERB & BLOOM: A Cutting-Edge Era of Hemp-Derived Delta-9 THC Beverages
December 12, 2024
From
Tilray Brands, Inc.
Via
GlobeNewswire
Tilray Canada Launches THC Beverage Holiday Campaign Featuring XMG and Mollo Brands for Festive Season Celebrations
December 11, 2024
From
Tilray Brands, Inc.
Via
GlobeNewswire
Hop Valley Brewing Co. and Portland Trail Blazers Partner to Launch New Hop Box Bar at Moda Center
December 04, 2024
From
Tilray Brands, Inc.
Via
GlobeNewswire
The Broken Coast Difference: Tilray Brands’ Broken Coast Craft Cannabis Introduces New Premium Strain ‘Platinum Pavé’
November 26, 2024
From
Tilray Brands, Inc.
Via
GlobeNewswire
420 with CNW — New Study Explores the Health Conditions for Which Individuals Use Medical Cannabis
November 22, 2024
Via
CannabisNewsWire
Topics
Cannabis
Redhook Brewery and Montlake Futures Team Up to Launch Montlake Gameday Gold Lager, a New Craft Beer in Support of University of Washington Athletes
November 21, 2024
From
Tilray Brands, Inc.
Via
GlobeNewswire
Tilray Brands Unveils 2024 Holiday Cannabis Gift Guide
November 21, 2024
Indulge in Premium Chocolate Edibles, Cannabis-Infused Drinks, New Pre-Rolls, and Top-Quality Flower - the Perfect Selection for Cannabis Connoisseurs this Festive Season!
From
Tilray Brands, Inc.
Via
GlobeNewswire
Tilray Brands Gets Festive with its 2024 Holiday Beverage Gift Guide
November 21, 2024
From
Tilray Brands, Inc.
Via
GlobeNewswire
Blue Point Brewery Expands Winter Seasonal Lineup with Blitz Beer American Lager and Hosts The Blue Point Blitz Celebration at Webster Hall
November 14, 2024
From
Tilray Brands, Inc.
Via
GlobeNewswire
Tilray Medical Launches its First Commercial “Grown in Germany” Medical Cannabis Products Under its Newly Expanded Cultivation License
November 14, 2024
From
Tilray Brands, Inc.
Via
GlobeNewswire
Get Ready for Winter with 10 Barrel’s 13th Annual Pray for Snow Party
November 13, 2024
Join 10 Barrel Brewing for a Free Community Event Celebrating the Snowboard Season with Live Music, Giveaways, and the Premiere of the "Beer Lodge" film at 10 Barrel’s Winter Party
From
Tilray Brands, Inc.
Via
GlobeNewswire
Breckenridge Distillery's Latest Creation is the Perfect Addition to Your Holiday Bar: Breckenridge Candy Cane Vodka
November 13, 2024
From
Tilray Brands, Inc.
Via
GlobeNewswire
420 with CNW — German Marijuana Club Hands Out Legal Cannabis as Pilot Program Kicks Off
November 12, 2024
Via
CannabisNewsWire
Topics
Cannabis
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