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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
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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
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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
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Cresco Labs Inc
(CSE:
CL
)
1.660
UNCHANGED
Streaming Delayed Price
Updated: 3:59 PM EST, Dec 31, 2025
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Cresco Labs and Khalifa Kush Expand Partnership to Bring Brand’s Premium Products to Massachusetts Cannabis Consumers
July 20, 2023
From
Cresco Labs
Via
Business Wire
Cresco Labs Announces Voting Results of Its Annual Meeting of Shareholders
July 03, 2023
From
Cresco Labs
Via
Business Wire
Cresco Labs and Columbia Care Provide Update on Transaction
June 30, 2023
From
Cresco Labs
Via
Business Wire
Cresco Labs Adds Two Dispensaries in Washington and Somerset to Pennsylvania Footprint
June 29, 2023
From
Cresco Labs
Via
Business Wire
Cresco Labs Opens Sunnyside Destin and St. Petersburg Florida Stores, Expanding Nationwide Retail Footprint to 66 Locations
June 15, 2023
From
Cresco Labs
Via
Business Wire
Cresco Labs Reports First Quarter 2023 Results
May 24, 2023
From
Cresco Labs
Via
Business Wire
Cresco Labs to Report First Quarter 2023 Financial Results on May 24, 2023
May 12, 2023
From
Cresco Labs
Via
Business Wire
Cresco Labs Opens Second Sunnyside in Miami, Florida
April 17, 2023
From
Cresco Labs
Via
Business Wire
Cresco Labs Announces Fourth Quarter & Full Year 2022 Results
March 16, 2023
From
Cresco Labs
Via
Business Wire
Cresco Labs Continues Florida Expansion with Two New Store Openings
March 08, 2023
From
Cresco Labs
Via
Business Wire
Cresco Labs Celebrates New Sunnyside Dispensary Opening in South Orlando, Florida
March 02, 2023
From
Cresco Labs
Via
Business Wire
Cresco Labs Reaches 60 Nationwide Dispensaries with the Opening of Two Florida Stores
February 28, 2023
From
Cresco Labs
Via
Business Wire
Cresco Labs Opens New Sunnyside Dispensary in Daytona Beach, Florida
February 13, 2023
From
Cresco Labs
Via
Business Wire
Cresco Labs Expands Sunnyside in Pennsylvania with 11th New Store
February 08, 2023
From
Cresco Labs
Via
Business Wire
Cresco Labs and Columbia Care Mutually Extend Acquisition Closing Timeline
February 27, 2023
From
Cresco Labs
Via
Business Wire
Cresco Labs Welcomes Patients to 22nd Sunnyside Dispensary in Florida
January 25, 2023
From
Cresco Labs
Via
Business Wire
Cresco Labs Expands Retail Presence in Orlando, Florida
December 06, 2022
From
Cresco Labs
Via
Business Wire
Cresco Labs Announces Conference Participation for December 2022
December 05, 2022
From
Cresco Labs
Via
Business Wire
Cresco Labs Announces Third Quarter 2022 Results
November 15, 2022
From
Cresco Labs
Via
Business Wire
Cresco Labs & Columbia Care Announce Planned Divestiture in Three Markets to Sean “Diddy” Combs, Creating the First Minority-Owned, Vertically Integrated Multi-State Cannabis Operator
November 04, 2022
From
Cresco Labs & Columbia Care
Via
Business Wire
Cresco Labs to Report Third Quarter 2022 Financial Results on November 15, 2022
October 27, 2022
From
Cresco Labs
Via
Business Wire
Cresco Labs Announces Board Director Sidney Dillard’s Resignation
October 24, 2022
From
Cresco Labs
Via
Business Wire
Cresco Labs Opens Second Pensacola Florida Dispensary
October 17, 2022
From
Cresco Labs
Via
Business Wire
Cresco Labs’ Bestselling Flagship Brand Cresco Launches in Florida
September 20, 2022
From
Cresco Labs
Via
Business Wire
Cresco Labs Closes Sale-and-Leaseback with Aventine Property Group for Brookville, PA Facility
September 06, 2022
From
Cresco Labs Inc.
Via
Business Wire
Cresco Labs Announces Three New Sunnyside Dispensaries in Florida
August 30, 2022
From
Cresco Labs Inc.
Via
Business Wire
Cresco Labs Announces Second Quarter 2022 Results
August 17, 2022
From
Cresco Labs Inc.
Via
Business Wire
Illinois Begins Issuing New Adult-Use Dispensary Licenses; Recipients Include Social Equity Groups Incubated by Cresco Labs’ SEED™ Initiative
August 08, 2022
From
Cresco Labs Inc.
Via
Business Wire
Cresco Labs to Hold Second Quarter 2022 Earnings Conference Call on August 17, 2022
August 01, 2022
From
Cresco Labs Inc.
Via
Business Wire
Cresco Labs Announces Voting Results of Its Annual and Special Meeting of Shareholders
July 15, 2022
From
Cresco Labs
Via
Business Wire
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