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about us
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Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
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Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
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Own Your Practice
Letter to Clients
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contact us
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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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
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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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TAF® Program
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Additional Information
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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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SHF Holdings, Inc. - Class A Common Stock
(NQ:
SHFS
)
1.305
-0.015 (-1.14%)
Streaming Delayed Price
Updated: 12:59 PM EST, Dec 24, 2025
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Safe Harbor Expands Consulting and Managed Services Platform Through Talent-Led Strategic Transaction
December 23, 2025
Hiring of 420 IT Solutions’ founders adds experienced leadership, active client contracts, and established cannabis-focused consulting capabilities
From
Safe Harbor Financial Services, Inc.
Via
GlobeNewswire
Safe Harbor Financial Statement on Federal Cannabis Rescheduling and the Resulting Growth Opportunity for Its Banking Platform
December 18, 2025
Improved operator economics and expanding institutional interest position Safe Harbor for scalable, compliant growth
From
Safe Harbor Financial Services, Inc.
Via
GlobeNewswire
On Thursday, there are stocks with unusual volume. Let's take a look.
↗
December 18, 2025
Let's have a look at the stocks with an unusual volume in today's session.
Via
Chartmill
Safe Harbor Financial Poised to Gain from Cannabis Rescheduling and SAFER Banking Act
December 18, 2025
From
Safe Harbor Financial Services, Inc.
Via
GlobeNewswire
On Wednesday, there are stocks with unusual volume. Let's take a look.
↗
December 17, 2025
In today's session, there are stocks attracting attention with their unusual volume. Let's take a closer look.
Via
Chartmill
Safe Harbor Launches New Payroll Cashflow Solution and Announces Major Banking Win with Canopy HR
December 09, 2025
Payroll Boost improves operator liquidity and creates multiple new revenue opportunities for Safe Harbor
From
Safe Harbor Financial Services, Inc.
Via
GlobeNewswire
What's going on in today's pre-market session
↗
December 04, 2025
Before the US market kicks off on Thursday, let's examine the pre-market session and unveil the notable performers among the top gainers and losers.
Via
Chartmill
Safe Harbor Launches Cannabis Industry’s First Complete Financial Solutions Platform
November 17, 2025
Platform helps operators bank, borrow, operate and grow, improving access to capital, operational efficiency and long-term stability across the cannabis industry
From
Safe Harbor Financial Services, Inc.
Via
GlobeNewswire
Safe Harbor Financial to Present at Trickle Research Microcap Conference on November 13
November 12, 2025
CEO Terry Mendez to Highlight Pivotal Achievements, Early Turnaround in Operations, And Growth Strategy
From
Safe Harbor Financial Services, Inc.
Via
GlobeNewswire
These stocks are moving in today's session
↗
November 12, 2025
Keep an eye on the top gainers and losers in Wednesday's session, as they reflect the most notable price movements.
Via
Chartmill
12 Financials Stocks Moving In Monday's Pre-Market Session
↗
November 10, 2025
Via
Benzinga
Safe Harbor Financial Regains Compliance with Nasdaq Listing Requirements and Raises $6.8 million in New Capital While Eliminating Substantially All of the Company’s Debt
November 10, 2025
Company also announces $150 million equity line of credit (“ELOC”) expandable up to $500 million to potentially fund lending to CRBs and further expand its Fintech platform in accordance with the...
From
Safe Harbor Financial Services, Inc.
Via
GlobeNewswire
11 Financials Stocks Moving In Friday's Intraday Session
↗
October 10, 2025
Via
Benzinga
Top stock movements in today's session.
↗
October 07, 2025
Intrigued by the market activity one hour before the close of the markets on Tuesday? Uncover the key winners and losers of today's session in our insightful analysis.
Via
Chartmill
Tilray Brands Plunges Amidst Mounting FDA Approval Concerns and Regulatory Headwinds
September 25, 2025
New York, NY – September 25, 2025 – Tilray Brands Inc. (NASDAQ: TLRY) saw its stock tumble by a significant -5.21% on Thursday, September 25, 2025, as investor confidence continued to erode under the...
Via
MarketMinute
Topics
Cannabis
Economy
Top movers in Wednesday's session
↗
September 24, 2025
Let's have a look at what is happening on the US markets one hour before the close of the markets on Wednesday. Below you can find the top gainers and losers in today's session.
Via
Chartmill
Nasdaq Down Over 100 Points; US Crude Oil Stocks Fall
↗
September 24, 2025
Via
Benzinga
Peraso Inc. (NASDAQ: PRSO) Regains Nasdaq Compliance, Earns $2.74 Price Target from Intro-act – More Stocks Inside
September 24, 2025
Via
AB Newswire
Power Metallic (TSX.V: PNPN | OTCQB: PNPNF) High-Grade Assays Reported, Expands Drilling Access for Growth – More Miners Inside
September 24, 2025
Via
AB Newswire
TOMI Environmental (NASDAQ: TOMZ) New Era for Food Safety and Global Health – More Stock Under $1 Inside
September 24, 2025
Via
AB Newswire
Topics
Artificial Intelligence
Keep an eye on the top gainers and losers in Wednesday's session.
↗
September 24, 2025
Stay up-to-date with the latest market trends in the middle of the day on Wednesday. Explore the top gainers and losers during today's session in our detailed report.
Via
Chartmill
Gapping stocks in Wednesday's session
↗
September 24, 2025
The market is buzzing with gapping stocks on Wednesday. Let's uncover which stocks are experiencing notable gaps during today's session.
Via
Chartmill
Stock Market Today: S&P 500, Nasdaq Futures Rise Despite Powell's Cautious Take On Stocks—Micron Tech, Cintas, KB Home In Focus
↗
September 24, 2025
U.S. stock futures rose following Tuesday's declines as Fed Chair Jerome Powell acknowledged high valuations but downplayed immediate risks.
Via
Benzinga
Topics
Economy
Stocks
Why SHF Holdings Stock Is Surging 283% Overnight?
↗
September 24, 2025
SHF Holdings Inc. shares surged 283.13% after announcing a major equity financing agreement with CREO Investments LLC to raise up to $150 million.
Via
Benzinga
What's going on in today's after hours session
↗
September 23, 2025
The US market regular session of Tuesday is over, let's have a look at the top gainers and losers in the after hours session today.
Via
Chartmill
Safe Harbor Financial Launches Industry’s First Fully Managed Cannabis Banking Program for Financial Institutions
September 02, 2025
Turnkey platform offers banks and credit unions cannabis deposits with lower overhead and workload, reduced regulatory and operational risks and no reputational exposure
From
Safe Harbor Financial Services, Inc.
Via
GlobeNewswire
Safe Harbor Financial CEO Terry Mendez to Speak on Cannabis Banking Future at PBC Conference 2025
July 23, 2025
From
Safe Harbor Financial Services, Inc.
Via
GlobeNewswire
Safe Harbor Financial CEO Terry Mendez to Serve as “Shark” during Conscious Capitalist Sessions at Psychedelic Science 2025
June 13, 2025
Industry Veteran to Join Global Impact Leaders in Psychedelic Innovation Workshop at World’s Largest Psychedelic Conference
From
Safe Harbor Financial Services, Inc.
Via
GlobeNewswire
Safe Harbor Financial to Participate in the Benzinga Cannabis Capital Conference on June 8–10, 2025
June 06, 2025
From
Safe Harbor Financial Services, Inc.
Via
GlobeNewswire
Safe Harbor Financial Partners with Bennett Thrasher to Deliver Advanced Financial Services to Cannabis Operators Nationwide
May 29, 2025
New Strategic Alliance Expands Access to Audit, Tax, and CFO-Level Support for Underserved, Regulated Businesses Across the U.S.
From
Safe Harbor Financial Services, Inc.
Via
GlobeNewswire
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