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home
about us
Investment Approach
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
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Investing During Uncertain Times
Read FULL Seminar Here
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Latest News about Senior Living
Recent news which mentions Senior Living
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Forum Named One of the Best Places to Work in Illinois—Five Years in a Row
May 22, 2025
Tags
Senior Living
Pharmacy Care
Long Term Care
From
PRLog
Adopt-A-Senior: Bringing Joy to Seniors Across the Midwest This Holiday Season
November 18, 2024
Tags
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From
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November 14, 2024
Tags
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Democrats fall short in push to override Missouri governor's veto of nursing home funds
September 11, 2024
Tags
Mike Parson
Doug Clemens
Deb Lavender
From
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Forum Named One of the Best Places to Work in Illinois
July 02, 2024
Tags
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From
PRLog
Elysian Senior Homes chooses Viconic for fall defense
June 17, 2024
Tags
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From
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Feds set higher nursing home staffing mandates. Many Missouri facilities don’t meet them.
April 23, 2024
Tags
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Kamala Harris
From
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Gov. Hobbs signs law aimed at accountability for Arizona long-term care facilities
April 09, 2024
Tags
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From
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Former workers, lawmakers look for accountability after sudden closure of St. Louis nursing home
December 20, 2023
Tags
Insurance
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From
Business Journals
Ventas, Welltower Have New Growth in Senior Housing Portfolios: Analyst Says What's Next
November 07, 2023
Tickers
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VTR
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Tags
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From
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National Aging in Place Council® Launches Groundbreaking Book "Difficult Aging in Place Conversations"
October 09, 2023
Tags
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From
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National Lutheran Communities & Services (NLCS) Certified as a Great Place to Work®
May 05, 2023
Tags
Senior Living
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Frederick
From
PRLog
Forum Earns Record Customer Satisfaction Scores in 2022
April 06, 2023
Tags
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Illinois
United States
From
PRLog
Why a member of the Kennedy family joined the board of this St. Louis startup
February 13, 2023
Tickers
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Tags
Senior Living
Jeff Van Drew
Ali Ahmadi
From
Business Journals
Veterans Home Care to Celebrate 20th Anniversary in 2023
January 17, 2023
Tags
Bonnie Laiderman
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Senior Living
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McMinnville in-home care startup HelloCare elevates care giver support
December 02, 2022
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Tags
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Kristy Runge
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Business Journals
$2.9M Medicare fraud indictment snares two Lenexa business owners
December 02, 2022
Tags
Lauren Sword
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Health Care
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Business Journals
Richmond's Naborforce expands its services into Northern Virginia
November 30, 2022
Tickers
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Tags
Paige Wilson
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Inno
From
Business Journals
Advantage Anywhere Launches a Joint Venture and Licensing Partner Program for the Senior Living Industry
November 29, 2022
Tags
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Sales And Marketing
From
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Advantage Anywhere Simplifies Full Management of Senior Living Multi-Site Inventory on a Single Platform
November 15, 2022
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CRM
Tags
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Senior Living Communities
From
PRLog
Forum Acquires Wisconsin Pharmacy Providing LTC-at-Home Services
November 14, 2022
Tags
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Senior Living
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PRLog
Advantage Anywhere Helps Senior Living Providers Migrate to Cloud for End-to-End Marketing and Sales Solution
November 09, 2022
Tickers
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Tags
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From
PRLog
Fast-growing senior health startup adds to growing footprint with Kansas City facility
October 11, 2022
Tickers
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Tags
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From
Business Journals
Jeannette Ash Named Long-Term Care Section Chair for Illinois Pharmacist Association
September 27, 2022
Tags
Long Term Care
Senior Living
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From
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The Village at Rockville Announces Call for Older Adult Artists' Submissions for Inspire Your Heart with Art Show
September 20, 2022
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Tags
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PRLog
My View: Passing Canadian Snowbirds Act will help boost Arizona's economy
September 02, 2022
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Forum Creates Tailored Customer Portal as Comprehensive Single-Point Resource
August 31, 2022
Tags
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From
PRLog
The Forest at Duke and Caspar.AI partner on Technology in New Health Center “Small Houses”
August 10, 2022
Tags
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From
PRUnderground
2022 Fire Awards: EmpowerMe Wellness aims to fill over 300 positions as it expands at a furious pace
July 28, 2022
Tickers
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Tags
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Awards
From
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Health Insights Leads to Better and More Efficient Care
June 23, 2022
Tags
agetech
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From
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