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about us
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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
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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
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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Event Schedule
Total Asset Fund (TAF sm) Presentation
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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Planet 13 Hldgs
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Updated: 3:59 PM EDT, Sep 15, 2023
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Who's Winning In Weed? Analyst Looks At Cannabis Market's Big Players, Where Are The Best Bets?
↗
April 23, 2024
In the first quarter of 2024, the cannabis sector faces a mixed economic landscape with a notable sequential decline in sales across several states.
Via
Benzinga
Topics
Cannabis
What's The Net Worth Of These 4/20 Underdogs? Mid-Tier Cannabis Retailers & Cultivators Under The Spotlight
↗
April 20, 2024
In the spotlight of Viridian Capital Advisors' latest Weekly Valuation Report are 16 Tier 2 and 3 U.S. cultivation and retail cannabis companies, each boasting market capitalizations between $10...
Via
Benzinga
Topics
Cannabis
4/20 Cannabis Retail Frenzy: Leading Brands Ready For Record Sales Surge - Who Will Lead?
↗
April 20, 2024
This 4/20 cannabis retailers anticipate record-breaking sales fueled by last year's +130% spike and the fortunate alignment of this year's celebration falling on a Saturday.
Via
Benzinga
Topics
Cannabis
Chart: Is The Rise In Florida Centric Cannabis Stock Prices Overdone? (Probably Not!)
↗
April 02, 2024
Florida-centric cannabis stocks rose more than the overall market last week as investors awaited an April 1, 2024 deadline for the Florida Supreme Court to rule on whether adult Floridians will be...
Via
Benzinga
Topics
Cannabis
Planet 13 Announces Q2 2023 Financial Results
August 09, 2023
Via
ACCESSWIRE
Cannabis Company AYR Wellness Launches Gluten-Free Vegan Edibles, Targets $2B Market
↗
March 30, 2024
Cannabis Company AYR Wellness Inc. (OTC: AYRWF) launched its Kynd brand's premium edibles in Florida and Nevada, emphasizing natural flavors and vegan gluten-free options.
Via
Benzinga
Topics
Cannabis
What Happens In Vegas: First Legal Weed Lounge Opens, Freeing Adults From Consumption Stigma
↗
February 16, 2024
In a groundbreaking development for Nevada's cannabis sector, Smoke and Mirrors, the first cannabis consumption lounge in the state, has obtained final approval to begin operations.
Via
Benzinga
Topics
Cannabis
Touchdown In Las Vegas: Exploring Nevada's Cannabis Field, Market And Companies Ahead Of Super Bowl LVIII
↗
February 09, 2024
As Super Bowl LVIII readies to get underway at Allegiant Stadium in Las Vegas this Sunday, Nevada's cannabis industry, underpinned by recent legislative reforms and strategic positioning, is set to...
Via
Benzinga
Topics
Cannabis
Taylor Swift, Travis Kelce Offered Cannabis-Themed Wedding Over Super Bowl LVIII Weekend
↗
February 08, 2024
No doubt a whole new fan base will be watching this year as rumors swirl around Travis Kelce's next move: Will he pop the question?
Via
Benzinga
NFL Champ, Heisman Winner Ricky Williams Heads To Las Vegas For Super Bowl Cannabis Meet-And-Greet
↗
February 07, 2024
In his 11-year NFL career, Williams rushed for over 10,000 yards and 60 touchdowns though his marijuana use led to multiple suspensions.
Via
Benzinga
Topics
Cannabis
Tier 2 Cannabis Companies: Viridian Capital Advisors Analysis Reveals 'Attractive' Valuations For Public Companies
↗
December 08, 2023
In a comprehensive report by Viridian Capital Advisors, the spotlight is on the valuations of companies within the U.S. cultivation and retail sector, specifically those boasting market caps ranging...
Via
Benzinga
Topics
Cannabis
Las Vegas-Based Planet 13 Expands Retail Portfolio Into Illinois With Waukegan Dispensary
↗
December 08, 2023
Las Vegas-based Planet 13 Holdings Inc. (OTC: PLNHF) recently inaugurated a new cannabis shop in Waukegan, Illinois, marking a strategic expansion in its retail portfolio.
Via
Benzinga
Topics
Cannabis
Planet 13's Cannabis Superstore And Florida Expansion: Is A Merger In The Air?
↗
November 03, 2023
Equity research firm Zuanic & Associates initiates coverage of Planet 13 Holdings Inc. (OTC: PLNHF) with an Overweight rating, highlighting that the stock's valuation doesn't fully capture the...
Via
Benzinga
Topics
Cannabis
High Capex, High Rewards: Analyst Looks At Cannabis MSOs' Strategies
↗
October 18, 2023
As interest rates climb and regulatory uncertainties loom, decisions on capital expenditures (capex) by cannabis MSOs (Multi-State Operators) become paramount for their future success.
Via
Benzinga
Topics
Cannabis
MSO Financial Health: Debt Restructuring Vs. Equity Raises – Analyst Digs Into Spreadsheets
↗
September 21, 2023
The recent equity raises by Canopy Growth (NASDAQ: CGC) and Columbia Care (OTC: CCHWF) have sparked curiosity about which multi-state operators (MSOs) may follow suit.
Via
Benzinga
Gov. Rescheduling Suggestion Lights Up Florida's Cannabis Consolidation: Planet 13 & VidaCann In Spotlight
↗
September 18, 2023
Planet 13 Holdings Inc. (OTC: PLNHF) (OTC: PLTH) is aiming to acquire VidaCann, which operates 26 dispensaries and holds the ninth-largest retail network in Florida.
Via
Benzinga
Topics
Cannabis
Planet 13 Announces Completion of Change in Domicile to Nevada and OTC Market and Trading Symbol Change
September 15, 2023
Via
ACCESSWIRE
Florida's Cannabis Market Shows Robust Growth: Analyst Examines Who's On The Rise Amid Changing Landscape
↗
September 15, 2023
The Florida cannabis market is experiencing impressive growth, setting the stage for the potential legalization of recreational use.
Via
Benzinga
Topics
Cannabis
THC Mushroom Gummies To AI Cannabis Chatbots: Elevate Your Brand With Latest Innovations At This Conference
↗
September 15, 2023
The cannabis industry is constantly evolving and this week has seen an exciting array of new products hitting the market.
Via
Benzinga
Topics
Artificial Intelligence
Cannabis
Planet 13 Announces Intended Completion of Change in Domicile to Nevada and Intended OTC Market and Trading Symbol Change
September 14, 2023
Via
ACCESSWIRE
Trulieve Faces Serious Competition As Planet 13 Enters Florida Market Via $48M Deal
↗
August 28, 2023
Planet 13 Holdings Inc. (CSE: PLTH) (OTCQX: PLNHF) announced on Monday that it has entered into a membership interest purchase agreement to acquire all of the ownership interests of VidaCann, LLC.
Via
Benzinga
Planet 13 Enters into Definitive Agreement to Acquire VidaCann, Accelerating Its Florida Expansion Strategy
August 28, 2023
Via
ACCESSWIRE
7 Smoking-Hot 420 Stocks to Buy in 2023
↗
August 17, 2023
A blaze of renewed bullishness may be just around the corner for these seven cannabis plays, making them top 420 stocks to buy.
Via
InvestorPlace
Topics
Cannabis
Planet 13's Q2 2023 Results: Co-CEOs Highlight Strategic Growth, Margins, EBITDA
↗
August 09, 2023
Planet 13 Holdings Inc. (OTC: PLNHF), a multi-state cannabis company, unveiled Q2 2023 financial results on Wednesday afternoon.
Via
Benzinga
Topics
Cannabis
Cannabis Dispensary Teams Up With Grammy Award Winning Artist Miguel And His Pot Beverage Brand, Launches Weed Mobile App
↗
August 04, 2023
Planet 13 Holdings Inc. (OTCQX: PLNHF) (CSE:PLTH) launched a new Planet 13 App. The App will allow customers in Nevada to order from the Planet 13 Las Vegas SuperStore and Medizin Las Vegas, along with...
Via
Benzinga
Director Of MA Marijuana Regulator Resigns, MD Plans To Evaluate Pot's Health Effects And Recent Industry Moves
↗
August 03, 2023
As the Benzinga Cannabis Capital Conference returns to Chicago (Sept 27-28), gathering top CEOs, investors and leaders in the marijuana industry, let's scroll through some executive moves in the...
Via
Benzinga
Curaleaf And Trulieve Lead The Pack In Tax Payments: A Look At 16 Cannabis MSOs' Liability, Income And More
↗
August 01, 2023
How are major players in the cannabis sector handling their tax obligations, and what does it reveal about their financial strategies?
Via
Benzinga
Cannabis Chart of the Week: How Aggressive Are 2nd Quarter EBITDA Margin Estimates?
↗
July 31, 2023
The chart shows analyst estimates of EBITDA margins for the second quarter vs. the first quarter and the 2nd quarter of 2022 for the fourteen largest MSOs for which we have consistent analyst...
Via
Benzinga
Planet 13 Announces Release Date of Second Quarter 2023 Financial Results
July 31, 2023
Via
ACCESSWIRE
Planet 13 Announces Results of Annual General and Special Meeting
July 28, 2023
Via
ACCESSWIRE
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