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about us
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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
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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
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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
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Total Asset Fund (TAF)
TAF® Program
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Client Contact with Portfolio Manager(s)
Additional Information
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Event Schedule
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Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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What Gives? The 7 Largest US Cannabis Stocks Are Up 51% YTD
↗
February 03, 2024
The 7 stocks in our American Cannabis MSO Stocks Index jumped 51.3%, on average, YTD. The $64,000 question is why.
Via
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New Weed Finds To Buy For Your Valentine: Shop The Latest Treats For Love, Wellness And Indulgence
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January 30, 2024
This Valentine's Day, explore the latest in cannabis innovation to find the perfect gift for your loved one. With offerings from Dr.
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Cannabis Chart Of The Week: Who's Growing In Florida, And Has The State Gotten Ahead Of Itself?
↗
January 30, 2024
Florida is often considered one of the most critical states in terms of growing legal cannabis sales. The State is estimated to have approximately $2.6B in 2023 legal sales, representing a per capita...
Via
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Huxley Health Inc. Provides Corporate Update - Appoints Bruce Linton as Chairman
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420 with CNW — Ohio Governor Urges Lawmakers to Enable Adult-Use Cannabis Sales
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Via
CannabisNewsWire
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DOJ To Federal Court: Don't Disrupt DEA's Rescheduling Process, Drop Cannabis Industry Lawsuit — Legal Tug-Of-War Continues
↗
January 24, 2024
The DOJ's emphasis on the ongoing DEA rescheduling process suggests a potential willingness to reconsider cannabis's classification.
Via
Benzinga
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Cannabis
Lawsuit
DOJ Seeks Dismissal Of Cannabis Industry Lawsuit Challenging Federal Marijuana Prohibition
↗
January 23, 2024
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Benzinga
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Lawsuit
420 with CNW — States with Legal Marijuana Markets See Higher College Applications
January 18, 2024
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CannabisNewsWire
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Largest American Cannabis Stocks Up 16.5% MTD
↗
January 13, 2024
As we expected, the 7 stocks in our American Cannabis MSO Stocks Index have all rebounded from the tax-loss sell-off in late December.
Via
Talk Markets
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420 with CNW — Lawmakers in Wisconsin Introduce Bill to Decriminalize Marijuana
January 09, 2024
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CannabisNewsWire
Topics
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American Cannabis MSO Stocks Jumped 11.6% Last Week
↗
January 09, 2024
As expected, the 7 stocks in the American Cannabis MSO Stocks Index have rebounded from the tax-loss sell-off that occurred in December.
Via
Talk Markets
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Five Stocks That Are Attractively Priced, Solid Credits, With Room To Run
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January 08, 2024
The first week of 2024 saw significant stock price appreciation for most of the 30 stocks Viridian Capital Advisors credit ranks weekly. As a proxy, the MSOS ETV rose 12.84%, the sharpest uptick since...
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Benzinga
420 with CNW — Florida GOP Senator Files Medical Cannabis Bill for 280E Relief
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American Cannabis MSO Stocks Index Has Rebounded In 2023
↗
December 26, 2023
The American Cannabis MSO Stocks Index is down 0.3% so far in December but remains up 4.8% YTD.
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Talk Markets
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420 with CNW — Data Shows Arizona Exceeded $1B in 2023 Cannabis Sales in September
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Cannabis MSOs Down 11% Last Week Due To Year-End Tax-Loss Selling
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December 18, 2023
Many investors who bought cannabis MSO stocks only to see them drop in subsequent sessions will be in a position to take advantage of tax-loss selling provisions by selling their losers so they can...
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Curaleaf Will Ring Opening Bell At Toronto Stock Exchange To Celebrate Landmark Listing
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December 13, 2023
Curaleaf Holdings, Inc. announced on Tuesday that it has complied with all the conditions listed in the conditional listing approval delivered by the Toronto Stock Exchange in connection with the...
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Benzinga
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420 with CNW — Rescheduling Cannabis Would Free Some Marijuana Companies from Section 280E
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23 Visionaries Who Shaped The Cannabis Landscape In 2023
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December 11, 2023
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Benzinga
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7 Largest Cannabis (Marijuana) MSOs Were Up 10% This Week
↗
December 10, 2023
Our American Cannabis MSOs Index was up 10.2% this week and is now up 19.1% YTD.
Via
Talk Markets
Topics
Cannabis
Curaleaf Is One Step Closer To Trading On Toronto Stock Exchange
↗
December 08, 2023
Curaleaf Holdings, Inc. (CSE: CURA) (OTCQX: CURLF) has received conditional approval from the Toronto Stock Exchange to list its subordinate voting shares on the TSX.
Via
Benzinga
420 with CNW — Missouri Companies Sell Cannabis Products Worth $1B in 2023
December 04, 2023
Via
CannabisNewsWire
Topics
Cannabis
Viridian Chart Of The Week: Which Companies Have The Most Upside And Downside From A DEA Announcement?
↗
December 04, 2023
The MSOS ETF is now up 41.4% from the August 30, 2023, HHS rescheduling announcement, but it has fallen significantly from its peak gain of 85.0% in mid-September. The Viridian Chart of the Week looks...
Via
Benzinga
Topics
ETFs
November Recap: 7 Largest American Cannabis MSOs Jumped 40%, On Average
↗
December 01, 2023
A look at November performances of the 7 constituents in the American Cannabis MSOs Index and any recent news about them.
Via
Talk Markets
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420 with CNW — Gallup Poll Finds Most Americans Disenchanted with Federal Drug Policy
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CannabisNewsWire
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Third-Quarter Earnings Highlight Distinct Pathways For U.S. Cannabis Operators
↗
November 17, 2023
In recent weeks, distinct differences have emerged among U.S. cannabis operators following the release of their third-quarter results. Despite shared challenges across the industry—such as price...
Via
Benzinga
Topics
Cannabis
Detroit Issues 37 Cannabis Retail Licenses & First Consumption Lounge Is Approved
↗
November 15, 2023
Detroit Michigan's cannabis authorities have granted licenses to 37 entrepreneurs for recreational marijuana businesses, including dispensaries and the city's first consumption lounge,
Via
Benzinga
Topics
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420 with CNW — Cannabis Firms Uplist Stocks in Canada in Preparation for US Listing
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Via
CannabisNewsWire
Topics
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American Cannabis MSO Stocks On The Rebound
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November 12, 2023
The 7 stocks in our American Cannabis MSOs Index are experiencing a welcome rebound, up 10.8% the week ending November 11th on top of a 14.1% surge the previous week and following significant declines...
Via
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Needham Analysts Laud This Cannabis Giant's Growth, Eyeing Solid 4Q For TerrAscend
↗
November 10, 2023
TerrAscend Corp. (OTC: TSNDF) displayed significant growth in the third quarter, with expectations of maintaining this momentum into the fourth quarter. This growth is attributed primarily to the...
Via
Benzinga
Topics
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