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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
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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
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
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TSNDF
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0.7550
-0.0598 (-7.34%)
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Updated: 3:58 PM EST, Dec 26, 2025
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Federal Agency Gives Green Light: How Relaxed Marijuana Laws Could Boost U.S. Stocks
↗
September 05, 2023
The weekend was abuzz with anticipation after the HHS recommended to reschedule cannabis last Wednesday.
Via
Benzinga
Topics
Cannabis
Cannabis MSO Stocks Jumped 40% Last Week - Here's Why
↗
September 04, 2023
It was a great week in a terrible year for cannabis stocks. Here's what happened.
Via
Talk Markets
Topics
Cannabis
August Performance Of American Cannabis MSOs Vs. Canadian Cannabis LPs
↗
September 01, 2023
Combined, the 12 largest North American publicly-traded cannabis company stocks were up 20.8% in August and are now down 9.4% YTD.
Via
Talk Markets
Topics
Cannabis
7 Largest American Cannabis MSOs Moved Up 3% This Week
↗
August 26, 2023
Here, we rank the 7 largest multi-state-operator cannabis companies in the U.S., as tracked in our American Cannabis MSOs Index, according to their stock performances this week and MTD.
Via
Talk Markets
Topics
Cannabis
Cannabis Stock Gainers And Losers From August 25, 2023
↗
August 25, 2023
Via
Benzinga
Topics
Cannabis
7 Largest American Cannabis MSOs Down 7% Last Week; Now Down 15% MTD
↗
August 20, 2023
Again this week the American cannabis companies are less profitable than their Canadian counterparts.
Via
Talk Markets
Topics
Cannabis
Cannabis Stock Gainers And Losers From August 24, 2023
↗
August 24, 2023
Via
Benzinga
Topics
Cannabis
Cannabis Stock Movers For August 18, 2023
↗
August 18, 2023
Via
Benzinga
Topics
Cannabis
Marijuana Stock Movers For August 22, 2023
↗
August 22, 2023
Via
Benzinga
Topics
Cannabis
Cresco Labs Weakness Drags Down Cannabis MSO Index
↗
August 15, 2023
The 7 largest multi-state operator cannabis companies in the U.S., as tracked in our American Cannabis MSOs Index.
Via
Talk Markets
Topics
Cannabis
TerrAscend's Q2 Financial Report Metrics Were Up Across The Board
↗
August 14, 2023
TerrAscend's stock price jumped 5.6% on Friday (from $1.60 to $1.69) with the release of its Q2 financial report and is now up 19.0% so far in August and 53.6% YTD.
Via
Talk Markets
Bullish Thursday For Marijuana Stocks - EVIO, Tetra Bio Pharma Among Top Gainers
↗
August 17, 2023
Via
Benzinga
Topics
Cannabis
TerrAscend Q2 Net Revenue Grows 12.7% YoY, What About Adjusted EBITDA?
↗
August 11, 2023
TerrAscend Corp. (OTCQX: TSNDF) (TSX:TSND) released its financial results for the second quarter ended June 30, 2023.
Via
Benzinga
A Tale Of Two Tapes: Cannabis Earnings Will Separate Have's And Have Not's
↗
August 02, 2023
Daily Recap- August 1, 2023 Cannabis is now legal in Minnesota, making it the 23rd state to legalize adult use.
Via
Benzinga
Cannabis Stock Gainers And Losers From August 11, 2023
↗
August 11, 2023
Via
Benzinga
Topics
Cannabis
This Innovative Cannabis Hardware Is Transforming Retail And Accelerating Revenue For Partner Brands
↗
August 01, 2023
Mike McDonald, president of Dablicator, a California-based Cannabis and Hemp Hardware company, shares the innovative story behind their groundbreaking oil applicator, revolutionizing retail cannabis...
Via
Benzinga
Cannabis Stock Movers For August 10, 2023
↗
August 10, 2023
Via
Benzinga
Topics
Cannabis
TerrAscend Preliminary Q2 2023 Net Revenue Grows 12.7% YoY To $72.1M
↗
August 01, 2023
TerrAscend Corp. (OTCQX: TSNDF) (TSX:TSND) released preliminary and unaudited financial results for its second quarter ended June 30, 2023. Based on a preliminary and unaudited review, the company...
Via
Benzinga
July Summary: Largest Cannabis MSOs Declined 4%; Now -23% YTD
↗
July 30, 2023
The 7 largest multi-state operator cannabis companies in the U.S., as tracked in our American Cannabis MSOs Index,
Via
Talk Markets
Marijuana Stock Movers For August 8, 2023
↗
August 08, 2023
Via
Benzinga
EXCLUSIVE: Key Insights And 4 Predictions On Cannabis Sector Equity Research For 2024
↗
July 25, 2023
In an exclusive preview from Zuanic & Associates' recent cannabis equity research report, Benzinga reveals four key predictions for the next 18 months.
Via
Benzinga
Cannabis Stock Movers For July 24, 2023
↗
July 24, 2023
Via
Benzinga
The Canadian Cannabis Report - Monday, July 24
↗
July 24, 2023
The past, present and future of the Canadian cannabis sector, based on the performance of the MCCCI, which is a proprietart index of 15 stocks.
Via
Talk Markets
Cannabis Stock Movers For July 21, 2023
↗
July 21, 2023
Via
Benzinga
Largest Cannabis MSOs Down 8.5% So Far This Week
↗
July 21, 2023
A look at the stock performances of the 7 largest multi-state operator cannabis companies in the U.S.
Via
Talk Markets
Cannabis Stock Movers For July 20, 2023
↗
July 20, 2023
Via
Benzinga
Largest Canadian Cannabis Stocks Down 4% Last Week; Now Down 47% YTD
↗
July 15, 2023
Our Canadian Cannabis LPs Index went DOWN 3.8% last week and is now DOWN 47.3% YTD, as compared to the the 7 constituents in the munKNEE American Cannabis MSOs Index which were DOWN 1.9%, on average,...
Via
Talk Markets
Can The TSX Save The Cannabis Industry? What TerrAscend's Listing Could Mean
↗
July 14, 2023
The pivotal day was July 4. The fireworks weren't only for the U.S. Independence Day celebrations but also for a significant event in the world of cannabis.
Via
Benzinga
Largest American Cannabis MSOs Are Up 11%
↗
July 14, 2023
Our American Cannabis MSOs Index is up 11.3% MTD but is still down 10.6% YTD.
Via
Talk Markets
Eight Capital Analyst Believes Canopy Should Not Be Valued As A Going Concern, Price Target $0
↗
July 12, 2023
TerrAscend Corp. (OTC: TSNDF) has had a watershed moment, and Canopy Growth (NASDAQ: CGC) reaches $0 price target. Welcome to our latest Trade to Black podcast.
Via
Benzinga
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