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home
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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
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contact us
PRODUCTS
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
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Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Back Dated Performance Reports
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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
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Additional Information
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Back Dated Performance Reports
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Event Schedule
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Investing During Uncertain Times
Read FULL Seminar Here
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Forum Again Named One of the Best Places to Work in Illinois
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Tags
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Tags
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April 12, 2022
Tags
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MSPBJ reveals second annual Health Care Heroes honorees
April 11, 2022
Tags
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April 05, 2022
Tags
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Forum Initiates Steps to Ensure Another 50 Years of Success
March 31, 2022
Tags
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5 questions with local owner of Always Best Care of Oahu senior services
March 11, 2022
Tickers
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Tags
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From
Business Journals
Forum Earns Exceptional Customer Satisfaction for 2021
March 04, 2022
Tags
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MBK Senior Living and Eversound Partnership is "Hear" to Help Resident Wellness
March 03, 2022
Tags
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The Village at Providence Point Receives Planning Commission Approval
March 02, 2022
Tags
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MyndVR and Omega Healthcare announce a strategic alliance to deliver VR therapeutics in Senior Care
February 28, 2022
Tickers
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Tags
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Roers sells Havenwood senior living properties for $160 million
February 18, 2022
Tags
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LeadingAge Minnesota CEO: Pandemic exposed major challenges for senior care sector
February 17, 2022
Tags
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Jeannette Ash Named Director of Consulting & Clinical Services at Forum Extended Care Services
January 28, 2022
Tags
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From
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Faces to Watch 2022: Aileen McShea Tinney, Keswick
January 07, 2022
Tags
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Pittsburgh ranks number one for attracting relocating retirees in 2021
November 24, 2021
Tags
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Business Journals
Aldersgate Annual Festival of Lights brings Joy, Caroling and Cheer to Charlotte Community
November 23, 2021
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Send2Press Newswire
Techstars’ Telememory scores state funding, local pilot
November 22, 2021
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MBK Senior Living Acquires Mariposa Point Of Mesa, Community Now Named Sky Vista
November 16, 2021
Tickers
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Tags
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Texas ranks third in states Americans want to retire in, report finds
November 16, 2021
Tags
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The Village at Rockville's Independent Living Expansion Awarded ENR MidAtlantic 2021 Award of Merit
November 08, 2021
Tags
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MBK Senior Living Expands Portfolio to Operate Savanna House in Gilbert, Arizona
October 29, 2021
Tags
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See where Dayton ranks in U.S. News’ Best Places to Retire list
October 28, 2021
Tags
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See where Columbus ranks in U.S. News’ Best Places to Retire list
October 26, 2021
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Health department takes over Minneapolis nursing home, citing unpaid bills for oxygen, medication
October 25, 2021
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