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home
about us
Investment Approach
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Firm ADV PDFs
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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
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
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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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Articles published by IM Cannabis Corp.
IM Cannabis announces Focus Medical's Import of 400 Kilograms of Premium-Indoor-Grown Dried Cannabis from Canada to Israel
January 19, 2022
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IM Cannabis to Acquire Oranim, Jerusalem's Leading Medical Cannabis Pharmacy
December 01, 2021
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IM Cannabis Announces Focus Medical's Receipt of Israeli Ministry of Health Import Permit; Plans to Launch WAGNERS Brand in Israel
November 29, 2021
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IM Cannabis Announces Fourth Installment of Shares in Connection with the Panaxia Transaction
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IM Cannabis Announces Third Quarter 2021 Financial Results and Provides Outlook and Business Update
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IMC Announces Third Installment of Shares in Connection with the Panaxia Transaction
October 20, 2021
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IMC Provides Further Details on Panaxia Transaction
September 08, 2021
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IM Cannabis Announces Q2 2021 Financial Results and Signing of Definitive Agreement to Acquire Vironna Pharm, Accelerating its Vertical Integration Strategy in Israel
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IMC Partners with Leading US Brand to Launch cbdMD Products in Israel and Provides Further Details on Panaxia Transaction
August 09, 2021
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IMC Announces Results of its Annual General and Special Meeting of Shareholders
August 03, 2021
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IMC Accelerates its Israeli Retail Position through Acquisition of Leading Retailer and Distributor Pharm Yarok and Rosen High Way
July 28, 2021
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IM Cannabis Provides Update on German Operations and Financial Outlook
July 23, 2021
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IM Cannabis Provides Business, Legal and Regulatory Update
July 13, 2021
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IM Cannabis Closes Acquisition of MYM Nutraceuticals
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MYM Shareholders Overwhelmingly Approve Plan of Arrangement with IM Cannabis
July 06, 2021
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IM Cannabis Proposed Acquisition of MYM Receives Positive Recommendations from Proxy Advisory Firms Glass Lewis and ISS
June 28, 2021
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IM Cannabis Clinical Survey Confirms Effectiveness of Proprietary Strains in Alleviating Symptoms of Seven Key Health Conditions
June 17, 2021
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IM Cannabis Announces Supply Agreement with Canadian LP The Flowr Corporation; Plan to Import Ultra-Premium Products as part of Enhanced Portfolio to Meet Growing Israeli Demand
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IMC Reports First Closing of the Panaxia Acquisition and Provides Update on Canadian Business Activities
June 01, 2021
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IM Cannabis Reports Record Q1 2021 Results
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IM Cannabis Announces Closing of US$ 35 Million Equity Financing
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IM Cannabis Announces Pricing of Proposed Public Offering of Securities
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IM Cannabis Announces Proposed Public Offering of Securities
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IM Cannabis Acquires Israel's Largest Retail and Online Pharmacy Business from Panaxia, Creating a Vertically Integrated Global Platform for the IMC Brand
April 30, 2021
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IM Cannabis Reports Fiscal 2020 Results; Provides Preliminary Q1 Results and Q2 Outlook
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Adjupharm Signs Supply Agreement with MediPharm Labs, Paving Way for IM Cannabis-Branded Extracts Launch in German Market
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IM Cannabis Provides Update on Adjupharm Business Developments in Germany
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