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home
about us
Investment Approach
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Value Proposition
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
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
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Tilray Brands Inc
(TSX:
TLRY
)
6.560
+0.220 (+3.47%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Jun 26, 2026
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Breckenridge Distillery Expands California Distribution with Winebow
September 03, 2025
From
Tilray Brands, Inc.
Via
GlobeNewswire
420 with CNW — Study Finds Self-Medicating with Marijuana Increases Paranoia Risk
September 02, 2025
Via
CannabisNewsWire
Topics
Cannabis
420 with CNW — Study Finds Self-Medicating with Marijuana Increases Paranoia Risk
September 02, 2025
Via
Investor Brand Network
Topics
Cannabis
Tilray Medical Expands Presence in Germany with Introduction of New Good Supply Medical Cannabis Strains
August 28, 2025
Tilray Affirms Continued Commitment to German Healthcare and Expanding Patient and Pharmacy Access in Europe's Largest Medical Cannabis Market
From
Tilray Brands, Inc.
Via
GlobeNewswire
Tilray Brands Successfully Regains Compliance with Nasdaq’s Minimum Bid Price Requirement
August 27, 2025
From
Tilray Brands, Inc.
Via
GlobeNewswire
420 with CNW — Delaware Reports Encouraging Start to Adult-Use Marijuana Market
August 15, 2025
Via
Investor Brand Network
Topics
Cannabis
420 with CNW — Delaware Reports Encouraging Start to Adult-Use Marijuana Market
August 15, 2025
Via
CannabisNewsWire
Topics
Cannabis
Tilray Brands Reconfirms Strategy to Regain Nasdaq Compliance; Requests Extension to Meet Listing Requirements
August 14, 2025
From
Tilray Brands, Inc.
Via
GlobeNewswire
Unleashing the Spirit of Adventure: Breckenridge Distillery Launches Mountain Shot, a Bold New Mushroom-Infused Elixir
August 21, 2025
Mountain Shot Delivers an Elevated Whiskey Experience, Blending Smooth Chocolate Notes with a Refreshing Hint of Mint
From
Tilray Brands, Inc.
Via
GlobeNewswire
Tilray Medical Forms Strategic Partnership in Italy to Broaden Access to Medical Cannabis Extracts
August 13, 2025
Tilray’s FL Group Teams Up with Molteni, a Major Pharmaceutical Firm Focused on Pain and Substance Dependence Therapies
From
Tilray Brands, Inc.
Via
GlobeNewswire
Tilray Expands Hemp-Derived Delta-9 THC Beverage Lineup with 10mg Drinks from Fizzy Jane’s and Happy Flower Brands
August 12, 2025
From
Tilray Brands, Inc.
Via
GlobeNewswire
Tilray Brands Launches The Humble Seed Whole Wheat Protein Crackers at Whole Foods Market
August 07, 2025
The Humble Seed Introduces the Ultimate Protein Snack and Better-for-You Crackers with 5g of Superseed Protein
From
Tilray Brands, Inc.
Via
GlobeNewswire
420 with CNW — New Shopping Approaches Are Boosting Marijuana Retail Sales
July 31, 2025
Via
CannabisNewsWire
Topics
Cannabis
420 with CNW — New Shopping Approaches Are Boosting Marijuana Retail Sales
July 31, 2025
Via
Investor Brand Network
Topics
Cannabis
Tilray Brands Reports Fourth Quarter and Fiscal 2025 Financial Results
July 28, 2025
From
Tilray Brands, Inc.
Via
GlobeNewswire
Award-Winning Breckenridge Distillery Makes Bold Entry into Tequila with Launch of Casa Breck
July 24, 2025
Breckenridge Distillery Unveils Casa Breck: An Artisanal Tequila inspired by the rich traditions of Jalisco and the adventurous spirit of the Rockies
From
Tilray Brands, Inc.
Via
GlobeNewswire
Breckenridge Distillery Launches Mock One: Bold, Premium Non-Alcoholic Alternatives to Whiskey, Tequila, Gin & Rum - Crafted for Everyone Who Loves a Great Drink
July 17, 2025
From
Tilray Brands, Inc.
Via
GlobeNewswire
420 with CNW — Worker Dies After Feds Raid Cannabis Farms in California
July 16, 2025
Via
Investor Brand Network
Topics
Cannabis
Immigration
420 with CNW — Worker Dies After Feds Raid Cannabis Farms in California
July 16, 2025
Via
CannabisNewsWire
Topics
Cannabis
Immigration
Tilray Brands to Announce Fourth Quarter and Fiscal Year 2025 Financial Results on July 28, 2025
July 09, 2025
From
Tilray Brands, Inc.
Via
GlobeNewswire
Beers, Live Music, Hot Dogs and Fireworks: Everything You Need for an Epic 4th Of July Celebration
July 01, 2025
Tilray Brands Announces Independence Day Parties Across the U.S.
From
Tilray Brands, Inc.
Via
GlobeNewswire
420 with CNW — Ohio GOP Lawmaker Suggests Efforts to Legalize Cannabis Could Be Paused
June 30, 2025
Via
CannabisNewsWire
Topics
Cannabis
Breckenridge Distillery Unveils Limited-Edition Collectors Art Series Collaboration with Renowned Artist Miles Toland
July 01, 2025
For Its Fifth Annual Collectors Art Series, Breckenridge Distillery Partners with Visionary Artist to Create Label for Its New Calvados Cask Release
From
Tilray Brands, Inc.
Via
GlobeNewswire
420 with CNW — Ohio GOP Lawmaker Suggests Efforts to Legalize Cannabis Could Be Paused
June 30, 2025
Via
Investor Brand Network
Topics
Cannabis
Montauk Brewing Celebrates 13 Years of Brewing with Faherty Collaboration and Beach Clean Up with the Surfrider Foundation
June 26, 2025
Two iconic coastal-living brands team up for a limited-edition summer beer and capsule collection
From
Tilray Brands, Inc.
Via
GlobeNewswire
Tilray Medical Publishes Pioneering Research on the Pharmacokinetics of THC and CBD Formulations
June 26, 2025
New Study Provides Insight into the Bioavailability of Medical Cannabis Formulations for Therapeutic Treatment
From
Tilray Brands, Inc.
Via
GlobeNewswire
Tilray Medical Receives Italy’s First Authorization from the Ministry of Health to Distribute Medical Cannabis Flower for Therapeutic Use
June 24, 2025
From
Tilray Brands, Inc.
Via
GlobeNewswire
Elevate Your Summer with Canada’s Leading Cannabis Brands and Products by Tilray Brands
June 23, 2025
Tilray Launches a Curated Selection of Canadian Cannabis Beverages, Vapes, and Pre-Rolls to Enrich Your Summer Activities
From
Tilray Brands, Inc.
Via
GlobeNewswire
420 with CNW — The Unseen Immigration Risks Associated with Working in the Marijuana Industry
June 12, 2025
Via
Investor Brand Network
Topics
Cannabis
Immigration
Law Enforcement
420 with CNW — The Unseen Immigration Risks Associated with Working in the Marijuana Industry
June 12, 2025
Via
CannabisNewsWire
Topics
Cannabis
Immigration
Law Enforcement
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