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home
about us
Investment Approach
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Team Biographies
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
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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
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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 Dolphin Entertainment
Dolphin Entertainment Regains Compliance with NASDAQ Listing Requirements
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May 19, 2022
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Dolphin Entertainment Announces Receipt of Notice from Nasdaq Regarding Delayed Filing of Annual Report on Form 10-K
April 25, 2022
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Shore Fire Media Helms Red Carpet at Bud Light Super Bowl Music Fest, February 10-12
February 10, 2022
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Dolphin Entertainment to Participate at the Blockchain Conference "Trends in the World of NFTs and Crypto" Presented by Maxim Group and Hosted by M-Vest on January 27 at 10:30 AM EST
January 25, 2022
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Dolphin Entertainment Partners with Winter Sports Champions to Launch NFT Collection as Games Start in Beijing
January 20, 2022
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Dolphin Entertainment Enters Ready to Drink Cocktail Market With Ownership Stake in Crafthouse Cocktails
December 08, 2021
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Award-Winning Visual Artist Anthony Francisco Tapped As Creative Director for Dolphin Entertainment
October 26, 2021
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Be Social Group Launches BRANDEdit Summer Showroom, Connecting Influencers With Brands
August 24, 2021
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Dolphin Entertainment Q2 Revenue Increases 66% Year over Year and 20% Sequentially to a Record $8.6 Million
August 16, 2021
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Dolphin Entertainment Q1 Revenue Grows to Record $7.2 Million
May 17, 2021
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Romero Britto Launches NFT Art in Celebration of the 20th Anniversary of Sobewff(R)
May 17, 2021
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Dolphin Entertainment's NFT Division Partners With Top Chefs to Create Collectible Recipe Card System
May 17, 2021
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Dolphin Entertainment to Host First 2021 Earnings Call
May 17, 2021
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The Door & Viewpoint Creative Partner to Develop Strategy and Digital Content For Leary Firefighters Foundation's International Firefighters Day Broadcast
May 04, 2021
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Dolphin Entertainment Salutes 42West And Shore Fire Media On Their Success At The Academy Awards
April 27, 2021
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Dolphin Entertainment Q4 Revenue Grows to $6.7 Million and "Dolphin 2.0" Commences with 2021 Launch of NFTs Division and First NFTs Partnership
April 15, 2021
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Dolphin Entertainment to Host Fourth Quarter and Full Year 2020 Earnings Call
April 14, 2021
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Dolphin Entertainment Announces 2020 Business Highlights, and “Dolphin 2.0” Commences with 2021 Launch of NFTs Division and First NFTs Partnership
April 08, 2021
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H2H Legends Tim Brown, Earl Campbell, and Doak Walker To Kick Off Exclusive NFT Collection
April 08, 2021
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Dolphin Entertainment Reschedules Earnings Call to Thursday, April 8 at 5:00pm ET
April 07, 2021
From
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