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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
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
MARKET RESEARCH
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Tilray Inc
(TSX:
TLRY
)
12.41
UNCHANGED
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Updated: 4:00 PM EST, Dec 31, 2025
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Weed Giants Tilray And Curaleaf Ramp Up Presence In Europe, Here's Why
↗
March 14, 2024
The European cannabis market is one of the most rapidly expanding markets globally.Prohibition Partners revealed in its latest report on cannabis in Europe that the combined market size of all CBD...
Via
Benzinga
Topics
Cannabis
Tilray Medical Receives Approval for First Medical Cannabis Extract in Portugal
March 14, 2024
From
Tilray Brands, Inc.
Via
GlobeNewswire
Tilray Wellness Introduces New Superfood Products Powered by Hemp at Expo West
March 13, 2024
Manitoba Harvest, Pioneers in Hemp and Natural Foods, Will Present New Superfood Breakfast Staples at Expo West March 13-15, 2024
From
Tilray Brands, Inc.
Via
GlobeNewswire
Tilray Introduces New Naturally Flavoured CBG Infused Cannabis Beverages
March 13, 2024
Enjoy Moments of Chill with Non-Alcoholic Mollo ‘Seltzers’
From
Tilray Brands, Inc.
Via
GlobeNewswire
420 with CNW — Study Shows Cannabis Users Less Likely to Suffer Cognitive Decline
March 11, 2024
Via
CannabisNewsWire
Topics
Cannabis
Manitoba Harvest Hemp Foods Introduces Protein-Rich Breakfast Staples With New Superseed Instant Oatmeal
March 07, 2024
Global Hemp Food Leader, Manitoba Harvest, Launches New Superseed Instant Oatmeal in Three Delicious Flavors Packed with Plant-Based Protein, Fiber, and Omegas to Help Fuel Your Mornings
From
Tilray Brands, Inc.
Via
GlobeNewswire
Breckenridge Brewery Channels the Luck of The Irish With Nitro Irish Stout and Go Gold Sweepstakes
March 06, 2024
Win a Trip for Two to Ireland
From
Tilray Brands, Inc.
Via
GlobeNewswire
Canada’s Broken Coast Cannabis Brand Expands Renowned Craft Flower Lineup
March 05, 2024
Introducing Purity at its Finest with New Broken Coast Cherry Cheesecake and EmergenZ Strains
From
Tilray Brands, Inc.
Via
GlobeNewswire
Experts Agree On Domino Effect Of German Cannabis Legalization, Alert Companies About Rigorous Quality Control Standards & Other Challenges
↗
March 01, 2024
Via
Benzinga
Topics
Cannabis
Huge Benefits For Medical Marijuana Patients, Opportunities For Innovation & Research – Industry Vets Weigh In On Germany's Cannabis Reform
↗
March 01, 2024
Via
Benzinga
Topics
Cannabis
420 with CNW — New Poll Shows Voters Want Cannabis Taxes to Fund Housing, Education
February 29, 2024
Via
CannabisNewsWire
Topics
Cannabis
Tilray Provides International Cannabis Update on Milestone German Cannabis Legalization
February 28, 2024
From
Tilray Brands, Inc.
Via
GlobeNewswire
Good Supply Launches New ‘Juiced’ Cannabis Pre-Roll Multi-Packs Across Canada
February 27, 2024
Featuring Additional Fruity Flavours to the Good Supply Family
From
Tilray Brands, Inc.
Via
GlobeNewswire
Tilray Medical Applauds German Bundestag and Landmark Passage of Medical Cannabis Act in Germany
February 23, 2024
New Medical Cannabis Act in Germany Provides Easier Access to Medical Cannabis for Patients Through the MedCanG
From
Tilray Brands, Inc.
Via
GlobeNewswire
Double Your Fun With New Weed Treats From Canopy, Tilray And Cannabist
↗
February 22, 2024
Canopy Growth Corporation has introduced five new pre-roll products across its recreational cannabis portfolio from brands 7ACRES and Hiway.In the meantime, Tilray Brands, Inc. debuted on Thursday two...
Via
Benzinga
Topics
Cannabis
Tilray Brands, Owner of 5ᵗʰ Largest U.S. Craft Beer Business, Selects MicroStar Logistics as Long-Term Keg Supply Chain Partner
February 22, 2024
From
MicroStar Logistics
Via
GlobeNewswire
Solei Brand Launches New Cannabis Infused Cold Brew Teas
February 22, 2024
REFRESHING ELEVATION IN EVERY SIP: Peach Cranberry and Wildberry Hibiscus Infused Cold Brew Teas are Now Available in Canada
From
Tilray Brands, Inc.
Via
GlobeNewswire
Two of Oregon’s Favorite Craft Breweries Team Up With the Portland Timbers as Official Craft Beer Sponsors
February 21, 2024
10 Barrel Brewing and Widmer Brothers Sign a Multi-Year Deal That Includes Creation Of First Standing Room Only Section In The Stadium
From
Tilray Brands, Inc.
Via
GlobeNewswire
SweetWater Brewing Teams Up With Major League Soccer’s Atlanta United FC as Official Craft Beer Partner
February 20, 2024
From
Tilray Brands, Inc.
Via
GlobeNewswire
420 with CNW — New Study Explores How Cannabis Entourage Effect Impacts Therapeutic Benefits
February 15, 2024
Via
CannabisNewsWire
Topics
Cannabis
10 Barrel Brewing Co. Announces Official Beer Sponsorship of the Natural Selection Tour
February 15, 2024
10 Barrel’s Pub Beer to Elevate the Après Snowboarding Scene
From
Tilray Brands, Inc.
Via
GlobeNewswire
Widmer Brothers Brewing’s Beloved White Gold Hazy Lager Returns
February 15, 2024
Generations In the Making, This Hazy Golden Wheat Lager Balances the Scales With Elegance of Flavor Both Crisp and Smooth
From
Tilray Brands, Inc.
Via
GlobeNewswire
SweetWater 420 Fest Announces 2024 Lineup With Headliners Beck and Slightly Stoopid
February 14, 2024
Two-Day Festival Will Feature Performances from 25 Musicians, April 20 & 21, at Atlanta’s Historic Pullman Yards
From
Tilray Brands, Inc.
Via
GlobeNewswire
10 Barrel Brewing Launches Pub Ice: a Refreshing Twist on ‘Cheap Fun’
February 14, 2024
From
Tilray Brands, Inc.
Via
GlobeNewswire
Blue Point Brewing Announces Its 4th Annual Shakedown on Main Street Festival Featuring Headliners Shaggy, Bryce Vine, and B.o.B
February 14, 2024
Blue Point Celebrates 4/20 Bigger than Ever with 2 Stages of Live Music, Art Installations, Skateboarding Demos, and more
From
Tilray Brands, Inc.
Via
GlobeNewswire
Breckenridge Distillery Wins World’s Best Finished Bourbon at 2024 World Whiskies Awards
February 13, 2024
Breckenridge Distillery takes home three awards at the 2024 World Whiskies Awards by Whisky Magazine, including World's Best Finished Bourbon, America’s Best Finished Bourbon and Icons of Whisky...
From
Tilray Brands, Inc.
Via
GlobeNewswire
SweetWater Brewing and Atlanta Track Club Join Forces to Promote Active Lifestyles
February 08, 2024
SweetWater Brewing is now the Official Beer Partner of the Atlanta Track Club
From
Tilray Brands, Inc.
Via
GlobeNewswire
Manitoba Harvest Hemp Foods and Brightseed Launch Bioactive Fiber
February 07, 2024
Leading Hemp Foods Brand Expands Wellness Portfolio with Innovative Bioactive-Rich Fiber Solution, Exclusively at Whole Foods Market Stores Nationwide
From
Tilray Brands, Inc.
Via
GlobeNewswire
CANADA! GEARING UP FOR THE BIG GAME?
February 06, 2024
Tilray Brands Has You Covered for Your Gameday Watch Party with Cannabis Drinks, Edibles, Flower and More...
From
Tilray Brands, Inc.
Via
GlobeNewswire
420 with CNW — DEA Settles Lawsuit, Agrees to Rehire Agent Fired for Positive CBD Test
February 06, 2024
Via
CannabisNewsWire
Topics
Cannabis
Lawsuit
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