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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
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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
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
Bond Fund Seminar
RSVP-Signup Form
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Grom Social Enterprises Inc. - Common Stock
(NQ:
GROM
)
0.1400
UNCHANGED
Last Price
Updated: 4:00 PM EDT, Aug 16, 2024
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OTT-Based Segment Accounted For Largest Revenue Share In Global Video Streaming Market
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Curiosity Ink Media Partners with Global Production & Distribution Group Toon2Tango to Develop & Animate Baldwin's Big Adventure for Preschoolers
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June 24, 2021
Animated Series to Serve as Centerpiece of the Emerging Preschool Franchise BOCA RATON, FL – June 24, 2021 – Grom Social Enterprises, Inc. (NASDAQ: GROM), which...
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Benzinga
Curiosity Ink Media Partners with Dynamite Entertainment to Publish Exciting Slate of New Kids Titles
↗
June 22, 2021
Picture Books, Early Reader Chapter Books & Graphic Novels Slated for 2022 Boca Raton, FL – June 22, 2021- Dynamite Entertainment, a leading independent publisher ...
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Benzinga
Grom Social Enterprises, Inc. Announces Closing of $10.0 Million Public Offering
June 21, 2021
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Curiosity Ink Media, Cepia Collaborate To Transform Cats vs. Pickles Into An Original Series
↗
June 21, 2021
Media company Grom Social Enterprises Inc (NASDAQ: GROM) announced that Curiosity Ink Media has collaborated with children toy and game manufacturer...
Via
Benzinga
Curiosity Ink Media Partners with Global Toy Company Cepia to Develop and Produce Entertainment Content for Hit Internet and Toy Franchise, Cats vs. Pickles®
↗
June 21, 2021
Partnership with Curiosity – Which Recently Entered into an Agreement to be Acquired by Grom Social Enterprises, Inc. – to Enrich Wildly Popular Collectible Toy...
Via
Benzinga
Grom Social's Top Draw Animation Subsidiary Ramps Up Production as Demand for Premium Content Grows in Post-Pandemic World
June 18, 2021
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A 3-Pronged Approach to Kid-Friendly Digital Services Launches Grom Social Onto the NASDAQ Exchange
↗
June 17, 2021
Photo by Kampus Production from Pexels Grom Social (NASDAQ: GROM) was uplisted to NASDAQ this month, marking its official move out of the over-the-counter markets and onto a major...
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Grom Social Enterprises, Inc. Announces Nasdaq Uplisting and Pricing of $10.0 Million Public Offering
June 16, 2021
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