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home
about us
Investment Approach
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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 Inc
(TSX:
TLRY
)
12.41
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Updated: 4:00 PM EST, Dec 31, 2025
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Experience the Ultimate 420 Festival Celebration with SweetWater's 20th Anniversary Lineup Featuring The Revivalists, Marcus King Band, Greensky Bluegrass, Drive-By Truckers and Cypress Hill at Atlanta's Iconic Pullman Yards from April 18-20, 2025
November 12, 2024
From
Tilray Brands, Inc.
Via
GlobeNewswire
Tilray Launches "Men's Health on Tap" Podcast: Acclaimed Doctors Engage in Empowering Discussions and Break Down Stigmas Around Men's Health Topics
November 07, 2024
From
Tilray Brands, Inc.
Via
GlobeNewswire
Tilray Medical Announces Positive Results from Study on Oral Cannabis Extract for Chemotherapy-Induced Emesis
November 07, 2024
From
Tilray Brands, Inc.
Via
GlobeNewswire
420 with CNW — Scientific Review Finds Marijuana Lowers Chronic Nerve Pain
October 31, 2024
Via
CannabisNewsWire
Topics
Cannabis
Breckenridge Brewery and University of Colorado Athletics Collaborate on New Limited-Edition Craft Beer
October 31, 2024
The Co-branded ‘Juice Drop’ Hazy IPA is Now Available in 19.2oz Cans at Retailers Across Colorado
From
Tilray Brands, Inc.
Via
GlobeNewswire
Breckenridge Distillery and Flaviar Partner to Release Dad’s Stash Whiskey in Support of No-Shave November, Raising Funds for Fight Colorectal Cancer (Fight CRC)
October 29, 2024
From
Tilray Brands, Inc.
Via
GlobeNewswire
420 with CNW — Study Says Medical Cannabis Promotes a Higher Level of Physical Activity
October 22, 2024
Via
CannabisNewsWire
Topics
Cannabis
Blue Point Brewing Launches Big Mo Brew to Raise Funds and Awareness for Men’s Health During Movember
October 22, 2024
Blue Point Brewery Kicks Off Movember with Mustache Contest and Announces November 30th Celebration Featuring Live Performance by Easy Chief
From
Tilray Brands, Inc.
Via
GlobeNewswire
Breckenridge Brewery Unveils Annual Release of Funslinger Lager in Collaboration with Colorado Artist Mike Graves
October 21, 2024
Opening Day Party Offers a Chance to Win Custom Never Summer Industries Artist Series Snowboards
From
Tilray Brands, Inc.
Via
GlobeNewswire
Tilray Brands Celebrates Six Years of Cannabis Legalization in Canada with Industry-Leading Innovation in Brands and Products
October 17, 2024
From
Tilray Brands, Inc.
Via
GlobeNewswire
Billion-Dollar Cannabis And Beverage Giant Brings Oktoberfest Vibes To Your Glass With New Craft Beers
↗
October 16, 2024
Tilray announced a series of fall-themed product launches across its craft beer and beverage brands. Those include Breckenridge Brewery, Montauk Brewing, Blue Point Brewing, Terrapin and Shock...
Via
Benzinga
Topics
Cannabis
Tilray Announces Fall Craft Beer Lineup
October 16, 2024
From
Tilray Brands, Inc.
Via
GlobeNewswire
420 with CNW — Study Shows Teen Marijuana Users Have Poorer School Outcomes
October 15, 2024
Via
CannabisNewsWire
Topics
Cannabis
Tilray Brands Reports Q1 2025 Financial Results
October 10, 2024
From
Tilray Brands, Inc.
Via
GlobeNewswire
Two Cannabis Power Houses Team Up: Tilray Brings CBD Gummies From US Medical Marijuana Pioneer To Canada
↗
October 07, 2024
Cannabis giant Tilray Brands, Inc. (NASDAQ: TLRY) (TSX: TLRY) announced on Monday the launch of new Charlotte's Web (TSX: CWEB) (OTCQX: CWBHF) CBD gummies in Canada. The new gummies hit shelves in...
Via
Benzinga
Topics
Cannabis
Tilray Brands Launches Charlotte’s Web™ CBD Gummies in Canada
October 07, 2024
From
Tilray Brands, Inc.
Via
GlobeNewswire
Blue Point Brewing Hosts 20th Annual Cask Ales Festival
October 02, 2024
Sample More Than 150 Unique Firkin-Style Beers at Long Island’s Most Iconic Beer Festival
From
Tilray Brands, Inc.
Via
GlobeNewswire
Tilray Brands, Inc. to Announce First Quarter Fiscal Year 2025 Financial Results on October 10, 2024
September 30, 2024
From
Tilray Brands, Inc.
Via
GlobeNewswire
Federal Agency Looks into Questions Regarding Marijuana Use by Cancer Patients
September 30, 2024
Via
CannabisNewsWire
Topics
Cannabis
Shock Top’s Bold New Hard Iced LiiT Tea is Here
September 26, 2024
LiiT Hard Iced Tea is Now Available Nationwide in 19.2-ounce Cans
From
Tilray Brands, Inc.
Via
GlobeNewswire
Tilray Brands Leverages Hemp and Beverage Scale to Launch Hemp-Derived Delta-9 THC Drinks in Key Markets Across the United States
September 24, 2024
From
Tilray Brands, Inc.
Via
GlobeNewswire
420 with CNW — Nebraska Certifies Ballot Measures to Legalize Medical Cannabis
September 23, 2024
Via
CannabisNewsWire
Topics
Cannabis
Lawsuit
Shock Top Announces its Official Craft Beer Sponsorship of University of Missouri Athletics
September 19, 2024
From
Tilray Brands, Inc.
Via
GlobeNewswire
Cannabis Giant Tilray Expands Medical Marijuana Portfolio With Redecan Launch In Australia
↗
September 18, 2024
Tilray Medical announced on Wednesday the launch of Redecan EU-GMP certified medical cannabis products in Australia.
Via
Benzinga
Topics
Cannabis
Tilray Medical Launches Redecan Cannabis Brand in Australia
September 18, 2024
EU-GMP Certified Redecan Cannabis Now Available in Australia with Medical Prescription
From
Tilray Brands, Inc.
Via
GlobeNewswire
Tilray Brands Completes Acquisition of Atwater Brewery From Molson Coors Beverage Company
September 12, 2024
From
Tilray Brands, Inc.
Via
GlobeNewswire
Breckenridge Brewery Unveils Oktoberfest Brew and Hosts 28th Annual Oktoberfest Festival: A Weekend of Live Music, Traditional German Cuisine, and Tasty Brews in Breckenridge, Colorado
September 12, 2024
From
Tilray Brands, Inc.
Via
GlobeNewswire
Cannabinoid Treatment Significantly Reduces Fibromyalgia Pain And Improves Quality Of Life, New Tilray-Backed Study Finds
↗
September 09, 2024
Tilray Medical, a division of Canadian cannabis giant Tilray Brands, Inc. (NASDAQ: TLRY) (TSX: TLRY) announced on Monday a new scientific publication supported by Tilray Medical titled, Treatment in...
Via
Benzinga
Topics
Cannabis
Data Shows More Consumers Opting for Sustainably Manufactured Cannabis Products
September 06, 2024
Via
CannabisNewsWire
Topics
Cannabis
Tilray Medical Supports Scientific Study on Fibromyalgia With Positive Outcomes: Effectiveness of Cannabinoids Treatment in Pain Management and Other Fibromyalgia-Associated Symptoms
September 09, 2024
From
Tilray Brands, Inc.
Via
GlobeNewswire
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