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home
about us
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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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Latest News about KEY
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RBC Capital Maintains Outperform Rating for KeyCorp: Here's What You Need To Know
December 05, 2023
Tickers
KEY
Tags
KEY
Benzinga
BZI/AAR/UPDATE
From
Benzinga
Midstream/MLPs Raising the Bar With Lower Leverage
December 05, 2023
Tickers
AM
DTM
ENLC
EPD
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KEY
MLPs
PAA
From
ETF Trends
What 5 Analyst Ratings Have To Say About KeyCorp
December 04, 2023
Tickers
KEY
Tags
Analyst Ratings
Market News
BZI/AAR
From
Benzinga
Visa, KeyCorp And 2 Other Stocks Insiders Are Selling
November 24, 2023
Tickers
KEY
SFM
V
WSM
Tags
Benzinga
Short Ideas
KEY
From
Benzinga
Friday Is Your Last Chance To Buy KeyCorp Before The Dividend Payout
November 22, 2023
Tickers
KEY
Tags
Market News
Dividends
BZI/ExDiv
From
Benzinga
3 No-Brainer Discount Stocks That Smart Investors Are Scooping Up
November 16, 2023
Tickers
KEY
PYPL
QCOM
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QCOM
Recent Press Releases
KEY
From
Motley Fool
Azenta Reports Upbeat Earnings, Joins Talis Biomedical, Sally Beauty And Other Big Stocks Moving Higher On Tuesday
November 14, 2023
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ACCD
ADPT
AFRM
AGTI
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Benzinga
10 Financials Stocks With Whale Alerts In Today's Session
November 13, 2023
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COIN
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Benzinga
From
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1 Cryptocurrency to Avoid No Matter What
November 10, 2023
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KMX
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Recent Press Releases
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3 Bill Gross Bank Stocks to Add to Your Buy List
November 07, 2023
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KEY
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TFC
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Market News
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From
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3 Large-Cap Stocks to Buy Trading Below Book Value
November 07, 2023
Tickers
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BRK-B
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Market News
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3Q23 Midstream Dividend Recap: MLPs Bring the Growth
November 07, 2023
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From
ETF Trends
3 Blue-Chip Stocks With Strong Dividends
November 06, 2023
Tickers
KEY
PFE
UPS
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Market News
NYSE:PFE, NYSE:KEY, NYSE:UPS
UPS
From
InvestorPlace
JPMorgan’s and PNC’s mixed outlook on net interest income draws attention from analyst after industry gathering
November 06, 2023
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BK
FHN
FITB
GS
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MS
FHN
KEY
From
MarketWatch
Bank Stocks Hit Historic 80-Year Low Vs. S&P 500: Analyst Sees Bear Market Bounce As Fed Rates Peak
November 06, 2023
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BK
EWBC
FITB
GS
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XLF
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From
Benzinga
7 Dirt-Cheap Bank Stocks with Massive Dividends
November 06, 2023
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CFG
CMA
HBAN
KEY
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Market News
TFC
From
InvestorPlace
High-yielding stocks have been the worst bet this year. Here’s one way to improve that.
October 27, 2023
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AMC
AMZN
BXP
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MO
AMC
From
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October 26, 2023
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BYND
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GME
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10 Financials Stocks Whale Activity In Today's Session
October 23, 2023
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BAC
C
COIN
JPM
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COIN
BAC
JPM
From
Benzinga
Bull Market and Beyond: 3 Dividend Stocks to Own for the Long Run
October 23, 2023
Tickers
BLK
KEY
UL
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KEY
BLK
Recent Press Releases
From
Motley Fool
KeyCorp Beats Q3 EPS Estimates, Provision For Credit Losses Down 26%
October 19, 2023
Tickers
KEY
Tags
Equities
Benzinga
News
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Benzinga
Wall Street Set For Mixed Open As Tesla's Q3 Blow Blunts Netflix Earnings Cheer: Analyst Sees 'Sustainable' S&P 500 Recovery Off This Support Level
October 19, 2023
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ALK
AVGO
BX
CSX
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UNP
Adam Turnquist/
Patrick Harker
From
Benzinga
Preview: KeyCorp's Earnings
October 18, 2023
Tickers
KEY
Tags
BZI/EP
KEY
Benzinga
From
Benzinga
Tesla, Netflix Grab Earnings Spotlight This Week As Analysts Divided On Q3 Reporting Season: What's On Investors' Radar?
October 16, 2023
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AA
ABT
ACI
ALK
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PG
STT
Benzinga
From
Benzinga
Jim Cramer 'Can't Be A Fan' Of Company 'That's Losing That Much Money' After CEO's Profit Assurance
October 12, 2023
Tickers
CELH
FSLR
KEY
MNST
Tags
CNBC
Jim Cramer
Benzinga
From
Benzinga
7 High-Yield Dividend Stocks That Get the Analyst Thumbs Up
October 10, 2023
Tickers
APLE
EGY
FAT
GEL
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FAT
EGY
Market News
From
InvestorPlace
Examining Midstream/MLP Dividend Growth by Company
October 10, 2023
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AMNA
CPI
DKL
DTM
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DKL
WMB
MPLX
From
ETF Trends
September Jobs report sets stage for regional-bank stock underperfomance as yields resume run-up
October 06, 2023
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AX
BAC
BKX
C
Tags
SCHW
DJIA
BAC
From
MarketWatch
Here’s what to expect when banks report earnings, and how cheap their stocks are now
October 06, 2023
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ALLY
AXP
BAC
C
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SCHW
JPM
From
MarketWatch
Jack Dorsey's Block, Bitcoin Hardware Wallet BitKey Approach An Official Launch
October 05, 2023
Tickers
BITCOMP
BTC
COIN
KEY
Tags
Web2
bitcoin
Bitcoin
From
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