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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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Kuke Music Holding Limited American Depositary Shares (each representing ten
(NY:
KUKE
)
1.390
UNCHANGED
Last Price
Updated: 7:00 PM EDT, Oct 21, 2025
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Research
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Press Releases about Kuke Music Holding Limited American Depositary Shares (each representing ten
Kuke Music Holding Limited Announces Strategic Acquisition of Controlling Interest in Naxos Music Group
September 25, 2025
From
Kuke Music Holding Limited
Via
GlobeNewswire
Kuke Music Holding Limited to Hold Extraordinary General Meeting and Class Meeting on September 12, 2025
August 25, 2025
From
Kuke Music Holding Limited
Via
GlobeNewswire
Kuke Music Holding Limited Announces NYSE Compliance Restoration
August 05, 2025
From
Kuke Music Holding Limited
Via
GlobeNewswire
Kuke Music Holding Ltd. (NYSE: KUKE) Leading the Way in Monday Trading Based on Percentage Gain
April 15, 2024
Via
Investor Brand Network
KUKE Music Successfully Reached Strategic Partnership with China Media Group IoV Digital Media, Aims to Redefining the Benchmark for In-Vehicle Music
March 21, 2025
From
Kuke Music Holding Limited
Via
GlobeNewswire
Kuke Announces Plan to Implement ADS Ratio Change
March 03, 2025
From
Kuke Music Holding Limited
Via
GlobeNewswire
KUKE Music Announces Resignation of President
November 04, 2024
From
Kuke Music Holding Limited
Via
GlobeNewswire
Kuke Music Holding Ltd. (NYSE: KUKE) Near the Top of Equities by Percentage Gain on 3/8
March 08, 2024
Via
Investor Brand Network
KUKE Music Reports Receipt of NYSE Non-Compliance Notices Regarding Continued Listing Standards
October 24, 2024
From
Kuke Music Holding Limited
Via
GlobeNewswire
KUKE Music Regains Compliance with NYSE Continued Listing Standards
September 12, 2024
From
Kuke Music Holding Limited
Via
GlobeNewswire
KUKE Music Successfully Develops "KUKE Music for Cars" Version, Aims to Complete Testing by End of September
September 11, 2024
From
Kuke Music Holding Limited
Via
GlobeNewswire
Kuke Music Holding Limited to Hold Annual General Meeting and Class Meeting on September 20, 2024
August 21, 2024
From
Kuke Music Holding Limited
Via
GlobeNewswire
Kuke and Jidou Join Forces in the AI Music Market
June 14, 2024
From
Kuke Music Holding Limited
Via
GlobeNewswire
NYSE: KUKE Announces Purchase Terms with Naxos One
May 31, 2024
Via
Get News
KUKE Announces Purchase Terms with Naxos One
May 24, 2024
From
Kuke Music Holding Limited
Via
GlobeNewswire
Kuke Reports First Half of 2023 Unaudited Financial Results
December 27, 2023
From
Kuke Music Holding Limited
Via
GlobeNewswire
Naxos China Dedicated to promoting Chinese Local Music and Artists, Opening a New International Stage
September 29, 2023
From
Kuke Music Holding Limited
Via
GlobeNewswire
Kuke Music Receives Continued Listing Standard Notice from the NYSE
September 26, 2023
From
Kuke Music Holding Limited
Via
GlobeNewswire
KUKE MUSIC HAS ESTABLISHED A BRAND-NEW OPERATING CENTER IN WUHAN, AIMING TO OPTIMIZE COST EFFICIENCY
June 12, 2023
From
Kuke Music Holding Limited
Via
GlobeNewswire
Kuke Music (NYSE: KUKE) Top Collaborator Naxos and its Representing Labels Won BBC Music Magazine Awards
April 28, 2021
Via
Get News
Kuke Music (NYSE: KUKE) Has Gotten Into Smart Music Education Era
April 20, 2021
Via
Get News
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