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home
about us
Investment Approach
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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
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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
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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Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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Back Dated Performance Reports
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Event Schedule
Total Asset Fund (TAF sm) Presentation
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Event Schedule
Market Value Securities (MVS sm) Presentation
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Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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The Week In Cannabis: Earnings Season, A GOP Legalization Bill, Seth Rogen & Sarah Silverman's Campaign
↗
November 12, 2021
Below is a recap of the main news related to the cannabis industry and markets for the week of November 8, 2021.
Via
Benzinga
Topics
Cannabis
The Canadian Cannabis Report - Monday Nov. 8
↗
November 08, 2021
The past, present and future of the Canadian cannabis sector based on the performance of the MCCCI, which is a proprietary index of 22 stocks.
Via
Talk Markets
Topics
Cannabis
The Week In Cannabis: Canopy's Earnings, JPMorgan's Restrictions, A Slew Of Earnings, Big Policy Moves
↗
November 05, 2021
Below is a recap of the main news related to the cannabis industry and markets for the week of November 1st, 2021.
Via
Benzinga
Topics
Cannabis
How Tuesday's Election Results Could Impact The Stock Market Heading Into 2022
↗
November 05, 2021
With midterm elections one year away, a handful of off-year elections this week provided investors with a potential glimpse at where America could ...
Via
Benzinga
The Canadian Cannabis Report - Wednesday, Nov. 3
↗
November 03, 2021
The past, present and future of the Canadian cannabis sector based on the performance of the MCCCI, which is s proprietary index of 22 stocks.
Via
Talk Markets
Topics
Cannabis
The Week In Cannabis: Stocks Underperform, Policy Moves, Earnings, Pitbull, Lil Kim, Justin Bieber, Martha Stewart And More
↗
October 29, 2021
Below is a recap of the main news related to the cannabis industry and markets for the week of October 25, 2021. Contents Markets Policy & Social Equity M&A...
Via
Benzinga
Topics
Cannabis
The Canadian Cannabis Report - Monday, Oct. 25
↗
October 25, 2021
The past, present and future performance of the Canadian cannabis sector based on the MCCCI, which is a proprietary index of 23 stocks.
Via
Talk Markets
Topics
Cannabis
The Canadian Cannabis Report - Monday, October 18
↗
October 18, 2021
The past, present and future of the Canadian cannabis sector based on the MCCCI, which is proprietary index of 23 stocks.
Via
Talk Markets
Topics
Cannabis
Why MSO Uplistings Could Be The Next Major Cannabis Stock Catalyst
↗
October 13, 2021
Optimism surrounding timely U.S. federal cannabis legalization by Democrats in Washington has faded throughout 2021, and so too have early-year gai...
Via
Benzinga
Topics
Cannabis
Interested In Investing In Cannabis? Check Out These ETFs At This Week's Benzinga Cannabis Capital Conference
↗
October 12, 2021
Exchange Traded Funds (ETF) are publicly traded mutual investment funds. They differ from traditional mutual funds in that their s...
Via
Benzinga
Topics
Cannabis
The Canadian Cannabis Report- Monday October 11
↗
October 11, 2021
The past, present and future of the Canadian cannabis sector based on the performance of the MCCCI, which is a proprietary index of 23 stocks.
Via
Talk Markets
Topics
Cannabis
The Canadian Cannabis Report - Monday, October 4
↗
October 04, 2021
The past, present, and future of the Canadian cannabis sector that's based on the performance of the MCCCI, which is a proprietary 23 stock index.
Via
Talk Markets
Topics
Cannabis
TLRY, CRLBF...Will Tilray Or Cresco Labs Grow More By 2022?
↗
September 29, 2021
Cannabis investment novices and aspiring market investors have quite a bit of sifting through as the myriad of potential investment opportunities c...
Via
Benzinga
Topics
Cannabis
The Canadian Cannabis Report - Monday, Sept. 27
↗
September 27, 2021
The past, present and future performance of the Canadian cannabis sector based on a proprietary index of 23 stocks.
Via
Talk Markets
Topics
Cannabis
ETFs For A "WealthWave" In Cannabis
↗
September 26, 2021
Cannabis stocks have fallen out of favor. In fact, the selling since March has been relentless. This is happening even though fundamentals are looking better than ever.
Via
Talk Markets
Topics
Cannabis
The Canadian Cannabis Report - Monday, Sept. 20, 2021
↗
September 20, 2021
The past, present and future performance of the Canadian cannabis sector, based on the MCCCI, which is a proprietary index of 23 stocks.
Via
Talk Markets
Topics
Cannabis
The Week In Cannabis: FDA, CDC, Delta-8 THC, WADA, Canopy, Sundial, Canada, LatAm And More
↗
September 17, 2021
Below is a recap of the main news related to the cannabis industry and markets for the week of September 13, 2021.
Via
Benzinga
Topics
Cannabis
Vice Stocks: A Sin Not To Have In Your Portfolio
↗
September 15, 2021
By Josh Kincaid Summary Protecting your portfolio during economic uncertainty with sin stocks
Via
Benzinga
The Canadian Cannabis Report- Monday, Sept. 13
↗
September 13, 2021
The past, present and future performance of the Canadian cannabis sector based on the MCCCI, which is my proprietary 23 stock index.
Via
Talk Markets
Topics
Cannabis
VIDEO - The Cannabis Industry In The First Country To Legalize, Uruguay, And Who's Benefiting
↗
September 10, 2021
Friday marked the release of the second episode of
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Benzinga
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Cannabis
The Week In Cannabis: Tilray, BMW, Teen Use, The Valens Co, Flora Growth, Italy And More
↗
September 10, 2021
Below is a recap of the main news related to the cannabis industry and markets for the week of September 6, 2021.
Via
Benzinga
Topics
Cannabis
The Canadian Cannabis Report - Monday, Sept.6
↗
September 06, 2021
The past, present and future of the Canadian cannabis sector based on the performance of the MCCCI, which is a proprietary index of 23 stocks.
Via
Talk Markets
Topics
Cannabis
The Consolidation Of The U.S. Cannabis Market Is About To Kick Into High Gear
↗
September 05, 2021
We have seen a substantial spike in the amount (as well as the size) of M&A transactions. More are levered to the US market.
Via
Talk Markets
Topics
Cannabis
The Week In Cannabis: $2B+ In M&A And Financings, Hexo, Terrascend, Gage, The DEA, NY, Panama And More
↗
September 03, 2021
Below is a recap of the main news related to the cannabis industry and markets for the week of August 30, 2021.
Via
Benzinga
Topics
Cannabis
The Canadian Cannabis Report - Monday, Aug. 30
↗
August 30, 2021
For the trading week ended August 27, my proprietary Canadian Cannabis Company Index (MCCCI) increased by 4.7% compared to the prior week when it decreased by 11.2%.
Via
Talk Markets
Topics
Cannabis
The Week In Cannabis: $1.25B+ In Financings And M&A, Tilray, KushCo, New York And More
↗
August 27, 2021
Below is a recap of the main news related to the cannabis industry and markets for the week of August 27, 2021.
Via
Benzinga
Topics
Cannabis
The Canadian Cannabis Report - Monday, August 23
↗
August 23, 2021
The past, present and future performance of the Canadian cannabis sector based on the MCCCI, which is a proprietary 23 stock index.
Via
Talk Markets
Topics
Cannabis
The Week In Cannabis: PharmaCann Could IPO, Tilray & MedMen, First Black CEO At Major Public Co. And More
↗
August 20, 2021
Below is a recap of the main news related to the cannabis industry and markets for the week of August 20, 2021....
Via
Benzinga
Topics
Cannabis
Initial Public Offering
IRS Hosts Marijuana And Cryptocurrency Tax Information Event; Support For Pot Legalization Gets A Mention
↗
August 20, 2021
The Internal Revenue Service (IRS) on Wednesday hosted a forum dedicated to tax policy for marijuana businesses and crypto...
Via
Benzinga
Topics
Cannabis
Cannabis Industry Chart Of The Week: Q2 Earnings Releases Have Failed To Rally Marijuana Stocks
↗
August 17, 2021
Last week seven of the eleven MSOs with more than $1B market caps reported Q2 results. The chart shows the percentage difference betw...
Via
Benzinga
Topics
Cannabis
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