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home
about us
Investment Approach
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Market Analysis Summary
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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
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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
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MARKET RESEARCH
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Global Tech Industries Group Inc
(OP:
GTII
)
0.0200
+0.0080 (+66.67%)
Streaming Delayed Price
Updated: 1:38 PM EST, Jan 9, 2026
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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
Cannabis Earnings Show Market Split: US Plant-Touching Stocks Drop, IIPR And Cronos Up
↗
May 08, 2025
GTI, Verano, Cannabist, MariMed, Cronos and IIPR reported Q1 2025 earnings. Here's what happened.
Via
Benzinga
Topics
Cannabis
420 with CNW — Delaware Lawmakers Consider Bills to Address Gaps in Marijuana Law
April 18, 2025
Via
CannabisNewsWire
Topics
Cannabis
$100 Invested In This Stock 5 Years Ago Would Be Worth $16,000 Today
↗
February 08, 2023
Via
Benzinga
420 with CNW — Delaware Lawmakers Consider Bills to Address Gaps in Marijuana Law
April 18, 2025
Via
Investor Brand Network
Topics
Cannabis
Cannabis Co. Cansortium Refinances Debt With $96.5M Loan Ahead Of Major Merger And Next Phase Of Growth
↗
November 27, 2024
Cansortium Inc. (CSE: TIUM.U) (OTCQB: CNTMF) announced on Tuesday that it has secured a new senior secured credit agreement of up to $96.5 million with Chicago Atlantic Admin, LLC, as an administrative...
Via
Benzinga
Topics
Cannabis
Medical Marijuana Footprint Grows In Florida As Legalization Push Fizzles, And Other New Cannabis Stores
↗
November 15, 2024
RISE Dispensaries, a cannabis retail chain owned by Green Thumb Industries Inc. (CSE: GTII) (OTCQX: GTBIF), opened RISE Dispensary Orlando on Good Homes Road on Friday, Nov. 8. Located at 725 Good...
Via
Benzinga
Topics
Cannabis
Green Thumb Grows Revenue To $287M In Q3, Expands Cannabis Retail Network
↗
November 07, 2024
Green Thumb Industries Q3: $287M revenue, $9M profit, debt reduced, 4 new dispensaries, $50M share buyback approved, retail network expands.
Via
Benzinga
Topics
Cannabis
Marijuana Growing Solution Provider Agrify Gets $20M Boost From Green Thumb To Power Up Cannabis Tech And New Leadership
↗
November 05, 2024
Agrify Corporation (NASDAQ: AGFY), a company that provides hardware and software cultivation and extraction solutions for the cannabis and hemp industry, announced on Tuesday that its board of...
Via
Benzinga
Topics
Cannabis
Cannabis Debt Looms For These Weed Giants: Here's How Some Tackled Their Financial Challenges
↗
October 16, 2024
That said, Green Market Report's Debra Borchardt took a closer look at how she called it "a tsunami of debt headed straight for the cannabis industry," or approximately $1.83 billion of the debt that's...
Via
Benzinga
Topics
Cannabis
Cannabis Giant Green Thumb To Report Q3 Results, Here's What Investors Should Watch For
↗
October 03, 2024
Cannabis consumer packaged goods company Green Thumb Industries Inc. (CSE: GTII) (OTCQX: GTBIF) and owner of RISE Dispensaries, announced on Thursday it will release third quarter 2024 financial...
Via
Benzinga
Topics
Cannabis
Cannabis Sales Bloom In First North Carolina Weed Store, Marijuana Footprint In Florida Grows As Rec Legalization Looms, And More Store Openings
↗
September 23, 2024
Customers flock to North Carolina's only legal store selling recreational marijuana. Five states receive new cannabis dispensaries.
Via
Benzinga
Topics
Cannabis
Chart Of The Week: Improved Leverage And Valuation Metrics For Cannabis MSOs
↗
September 23, 2024
What’s the right way to measure Cannabis company leverage?
Via
Benzinga
Topics
Cannabis
Don't Let Hidden Debt Fool You: How Cannabis Investors Can Tell If They Are Safe
↗
September 22, 2024
Viridian Capital Advisors provides cannabis investors with a more comprehensive EV calculation compared to traditional methods.
Via
Benzinga
Topics
Cannabis
Cannabis Giant Green Thumb Confirms $50M Share Repurchase Program, CEO Open To M&A And 'Unique Investments'
↗
September 16, 2024
Green Thumb Industries Inc. (CSE: GTII) (OTCQX: GTBIF), the owner of RISE Dispensaries, announced on Monday a $50 million share repurchase program.The company's board of directors gave the green light...
Via
Benzinga
Topics
Cannabis
Cannabis Giant Green Thumb Secures $150M Credit Facility, 'Strengthens Our Already Clean Balance Sheet'
↗
September 12, 2024
Green Thumb Industries Inc. (CSE: GTII) (OTCQX: GTBIF), the owner of RISE Dispensaries announced on Thursday it has closed on a $150 million 5-year syndicated credit facility led by Valley National...
Via
Benzinga
Topics
Cannabis
Chart Of The Week: Cannabis Debt Volumes Are Increasing And Costs Are Declining
↗
August 26, 2024
Debt issuance for the U.S. Cultivation & Retail sector in H2:24 is already ahead of any period since H2:22. With the additional financing expected for the remainder of the year, issuance should top all...
Via
Benzinga
Topics
Cannabis
Here's Where To Buy Legal Weed: New York's Cannabis Market Expands, Other States Are Keeping Up
↗
August 04, 2024
As New York City's ‘Operation Padlock To Protect' gains momentum with New York Governor Kathy Hochul and NYC Mayor Eric Adams announcing recently more than 1,000 illicit cannabis stores have been shut...
Via
Benzinga
Topics
Cannabis
3-Story Cannabis Shop In Times Square, First Social Equity Marijuana Shop Shuts Doors And More New Stores To Buy Legal Weed
↗
July 10, 2024
A three-story cannabis shop on Seventh Ave. in Manhattan will open its doors to customers this fall. Edmonton gets a new cannabis store, too.
Via
Benzinga
Topics
Cannabis
Here's Where To Buy Legal Weed: Florida Operators Ramp Up For Potential Legalization, New Cannabis Stores Launching Sales
↗
June 28, 2024
In Florida, where a ballot initiative to legalize recreational marijuana this coming November is drawing unprecedented financial support, two new stores kicked off medical cannabis sales recently.C3...
Via
Benzinga
Topics
Cannabis
Latest Key Hires & Board Changes In Cannabis Industry: Canopy Growth, Acreage And More
↗
June 25, 2024
s Benzinga Cannabis Capital Conference returns to Chicago this Oct. 8-9 its 19th edition, gathering top CEOs, investors and investors and leaders in the cannabis industry, let's scroll through the...
Via
Benzinga
Topics
Cannabis
Here's Where To Buy Legal Weed: Florida's Thriving Cannabis Landscape And More New Marijuana Stores In US And Canada
↗
May 13, 2024
In anticipation of the outcome of Florida's Measure 3, cannabis giants are racing to bolster their retail footprint statewide. In California, four new cannabis stores kicked off sales recently. New...
Via
Benzinga
Topics
Cannabis
Green Thumb Industries Revenue Increases 11% In Q1 2024: We're 'Off To A Great Start,' Says Pres
↗
May 08, 2024
'As we round out our tenth year as a company, we believe we have a clear vision, a healthy balance sheet and the best team in the business to execute the next decade of the Green Thumb story,' said CEO...
Via
Benzinga
Here's Where To Buy Legal Weed: New Stores Launching Cannabis Sales Ahead Of 4/20, Part 1
↗
March 19, 2024
Cannabis sales in Illinois seem to be thriving. In 2023, the licensed cannabis retailers sold more than $1.6 billion worth of cannabis, marking the third consecutive year of substantial growth in this...
Via
Benzinga
Topics
Cannabis
Ohio GOP Lawmakers Say Adult-Use Cannabis Sales Rules Could Be Ready In Spring, Promise 'Real Progress'
↗
January 29, 2024
Although Ohio voted in favor of legalizing recreational cannabis over two months ago, marijuana sales have yet to commence. This is because there have not been any rules defined regarding the legal...
Via
Benzinga
Topics
Cannabis
Record-Breaking Cannabis Sales In Ohio Mask Stagnating Growth Rate: What's Behind The Numbers?
↗
January 25, 2024
Sales of medical cannabis in Ohio reached a new record high in 2023, with $484.4 million worth of products sold, but the growth rate of sales has been in decline, increasing by only 1.2% compared to...
Via
Benzinga
Topics
Cannabis
Colorado Wants To Simplify Cannabis Regulations, Eliminate Fungus Testing: A 500-Page Rulebook Is Too Long, Lawmakers Say
↗
January 25, 2024
Colorado lawmakers have introduced a bipartisan bill that aims to remove a rule requiring cannabis products to be tested for a fungus called Aspergillus. The rule, which was implemented by the Colorado...
Via
Benzinga
Topics
Cannabis
Product Recall
Here's What Made December Stand Out: These Two States Raked In Hundreds Of Thousands In Cannabis Sales
↗
January 17, 2024
Maryland residents spent a record $96.5m on cannabis products in December, according to data from the Maryland Cannabis Administration (MCA). Of that total, $61.5m came from recreational cannabis...
Via
Benzinga
Topics
Cannabis
Cocaine, Meth Decriminalization In Maine, NY Weed Market Expands, Cannabis Reg Updates In AR And FL
↗
January 17, 2024
On Friday, a New York regulator green-lighted two more marijuana multistate operators to transition to the recreational market from the medical. Fiorello Pharmaceuticals Inc. - owned by Green Thumb...
Via
Benzinga
Topics
Cannabis
Law Enforcement
Nevada's Marijuana Regulator Gets A Dynamic New Leader And Other Leadership Changes In Cannabis
↗
December 11, 2023
Nevada Gov. Joe Lombardo revealed last week that James Humm agreed to lead the state's agency that regulates the burgeoning cannabis market. Tyler Klimas, who currently holds the position of executive...
Via
Benzinga
Topics
Cannabis
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