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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
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
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
Quarterly Performance Reports
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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K Wave Media, Ltd. - Ordinary Shares
(NQ:
KWM
)
0.3830
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EDT, Apr 15, 2026
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Press Releases about K Wave Media, Ltd. - Ordinary Shares
KWM Signs Exclusive Global Distribution Agreement with HYBE Covering BTS, SEVENTEEN, LE SSERAFIM, and More — Targeting Annual Revenue in Excess of $100 Million
April 10, 2026
Through Play Company, KWM secures worldwide distribution rights for concert DVDs and digital codes. Substantial revenue generation expected as BTS launches its first world tour since members' return...
From
K Wave Media
Via
GlobeNewswire
K Wave Media Announces Strategic Transformation into K-Culture Consumer, IP and Digital Asset Platform & Name Change Plan
April 07, 2026
CEO Issues Vision Letter Outlining Integrated Flywheel Model and Near-Term Execution Roadmap
From
K Wave Media
Via
GlobeNewswire
K Wave Media Acquires KOSDAQ-Listed AI Company Hansol Inticube, Reporting $35M in Revenue for the First Nine Months of 2025
March 11, 2026
KWM Expands High-Tech Strategy with Second AI Technology Acquisition, Establishing Dedicated AI Division Alongside IP Content and Commercialization
From
K Wave Media
Via
GlobeNewswire
K Wave Media Completes Acquisition of Rabbit Walk
January 26, 2026
Targeting 25 to 30 percent revenue growth over the next 12 months
From
K Wave Media
Via
GlobeNewswire
K Wave Media Leads Investment in “Once We Were Us,” Now the #1 Film at the Korean Box Office
January 12, 2026
Top ranking at the Korean Box office with 1 million viewers in just 12 days
From
K Wave Media
Via
GlobeNewswire
K Wave Media to Acquire Controlling Stake in KOSDAQ-Listed AI and ICT Company Hansol Inticube
December 22, 2025
Transaction Strengthens KWM’s EnterTech Strategy by Integrating AI, ICT, and Global Entertainment IP
From
K Wave Media
Via
GlobeNewswire
K Wave Media Issues Corporate Update Highlighting SEC Clearance, Strategic Acquisition, and Financial Restructuring Progress
December 18, 2025
From
K Wave Media
Via
GlobeNewswire
K Wave Media Appoints Yong Fang as Chief Financial Officer
November 04, 2025
From
K Wave Media
Via
GlobeNewswire
K Wave Media Founders Gift 10 percent of Total Shares Outstanding to Advance Financial Restructuring, Reduce Dilution, and Strengthen Balance Sheet
October 16, 2025
6.24 Million Shares and an Additional 1.55 Million Shares Lended Interest-Free
From
K Wave Media
Via
GlobeNewswire
K Wave Media Announces Plans to Launch One of the First Entertainment Tokenization Platforms with Strategic Investment from Galaxy Digital and Backing from Korea’s Leading IP Companies
September 29, 2025
From
K Wave Media
Via
GlobeNewswire
K Wave Media Subsidiary Solaire Partners Selected to Manage $28 Million IPTV Fund, Signaling New Era for K-Content Market
September 05, 2025
The venture capital firm behind ‘Parasite’ and ‘Spring of Seoul’ will manage a joint fund backed by Korea’s three leading IPTV operators, aiming to finance 3–4 major films each year.
From
K Wave Media
Via
GlobeNewswire
K Wave Media Accelerates Growth with First Acquisition Post-Listing, a Visual Effects and AI-powered Advertising Company, Adds World-Class Tech Companies as New Clients
September 02, 2025
The acquisition is expected to boost K Wave Media’s revenues by 25–30% over the next 12 months, while adding VFX, AI-powered advertising, and 3D content capabilities for global clients, including...
From
K Wave Media
Via
GlobeNewswire
K Wave Media (“KWM”) Announces Premiere Lineup for the remaining months of 2025, Accelerating Global Monetization Across Content, IP, Distribution, and Fandom Ecosystems
August 13, 2025
On August 14th, 11 am EST, Nasdaq’s Tower in Times Square will play K Wave Media’s listing-related greetings and congratulatory comments from Korea’s most prominent and internationally recognized...
From
K Wave Media
Via
GlobeNewswire
D. Boral Capital Acted as Exclusive Placement Agent to K Wave Media, Inc. (Nasdaq: KWM) in Connection with its up to $500,000,000 Convertible Note Private Placement
August 04, 2025
Via
ACCESS Newswire
Netflix and K Wave Media Launch Global Action Thriller Series "Trigger" on July 25
July 25, 2025
With a production budget that surpasses Squid Game Season 1, Trigger emerges as Netflix’s next high-stakes Korean mega-production
From
K Wave Media
Via
GlobeNewswire
K Wave Media Announces Investment and Strategic Partnership from Galaxy Digital to Accelerate Bitcoin Treasury Strategy
July 21, 2025
From
K Wave Media
Via
GlobeNewswire
K Wave Media (NASDAQ: KWM) Secures $1 Billion Capital Capacity to Drive Bitcoin Treasury Strategy; Announces $500 M Convertible Note with Anson Funds
July 10, 2025
From
K Wave Media
Via
GlobeNewswire
K Wave Media Announces Upcoming Content Lineup and Expands Bitcoin Strategic Reserve Plan
June 12, 2025
From
K Wave Media
Via
GlobeNewswire
Synergy CHC Corp. (NASDAQ: SNYR) Restructures Debt with $20M Facility to Power Global Growth and FOCUSfactor Beverage Expansion
June 04, 2025
Via
AB Newswire
K Wave Media, Inc. (Nasdaq: KWM) (“K Wave” or the “Company”) Announces entering into a securities purchase agreement for $500 Million Equity Purchase Facility to Support Bitcoin Treasury Strategy
June 04, 2025
KWM declares strategic intent to become “the Metaplanet of Korea,” following the model of Metaplanet Inc., 2024’s top-performing global stock with a return of over 4,000%
From
K Wave Media
Via
GlobeNewswire
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