Menu
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 Buy Currently
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
Sample Portfolio
Sample Portfolio Analysis
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 sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
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
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Latest News about KeyBanc Capital Markets
Recent news which mentions KeyBanc Capital Markets
< Previous
1
2
3
4
5
6
7
8
9
...
13
14
Next >
4 Etsy Analysts Stand Firm On Ratings Post-Q4 Earnings: Point To Buyer Growth, Fee Expansion Prospects
February 22, 2024
Tickers
ETSY
NEWS
Tags
Earnings
Oppenheimer
Price Target
From
Benzinga
Palo Alto Networks' Near-Term Just Got Messier: What 10 Analysts Are Saying
February 21, 2024
Tickers
NEWS
PANW
Tags
PANW
Expert Ideas
Truist Securities
From
Benzinga
SolarEdge Technologies' Q4 Miss Could Be Due To Structural Issues: 7 Analysts Provide Their Takeaways
February 21, 2024
Tickers
NEWS
SEDG
Tags
Price Target
RBC Capital Markets
Earnings
From
Benzinga
What To Expect From Nvidia And Its Semiconductor Rivals In This Week's Earnings Setup
February 20, 2024
Tickers
ADI
INDI
NEWS
NVDA
Tags
News
NVDA
Expert Ideas
From
Benzinga
Robinhood Delivers 'Solid End To 2023': 5 Analysts Comment On Q4 Print, Outlook
February 14, 2024
Tickers
HOOD
NEWS
Tags
HOOD
Reiteration
Earnings
From
Benzinga
Will Lattice Semiconductor Continue Facing Soft Demand? 4 Analysts Examine Q4 Outlook
February 13, 2024
Tickers
LSCC
NEWS
Tags
Market News
Stifel
Needham
From
Benzinga
PayPal Stock Dives After Q4 Earnings: Management 'Set A Low Bar' For 2024, Says Analyst
February 08, 2024
Tickers
NEWS
PYPL
Tags
PYPL
Analyst Ratings
Kevin Barker
From
Benzinga
Arm Holdings Benefits From 'Accelerated AI, Royalty Revenue': 6 Analysts Examine Q3 Print
February 08, 2024
Tickers
ARM
NEWS
Tags
Stories That Matter
Benzinga
ARM
From
Benzinga
Chipotle Mexican Grill's Q4 'Was A Clean Beat,' 9 Analysts Provide Key Takeaways
February 07, 2024
Tickers
CMG
NEWS
Tags
Sara Senatore
BMO Capital Markets
Benzinga
From
Benzinga
Chegg AI Investments Not Translating To Improved Fundamentals, Analysts Dive Deeper Into Q4 Print
February 06, 2024
Tickers
CHGG
NEWS
Tags
Ryan MacDonald
Stephen Sheldon
William Blair
From
Benzinga
Missed Out On Meta Action? Analyst Says This Rival Social Media Stock Can Run Up 30%
February 05, 2024
Tickers
META
NEWS
PINS
Tags
Stories That Matter
Analyst Ratings
Benzinga
From
Benzinga
Why Is Apple Stock Sliding Nearly 3% Premarket Amid Tech Surge?
February 02, 2024
Tickers
AAPL
NEWS
TECH
Tags
News
why it is moving
Trading Ideas
From
Benzinga
Qualcomm Beat Q1 Expectations: Why One Analyst Flags Huawei As A 'Key Risk Factor'
February 01, 2024
Tickers
AAPL
NEWS
QCOM
Tags
Expert Ideas
AAPL
Movers
From
Benzinga
3 Analysts Dissect Qorvo Earnings Beat, Predict Margins 'Are Likely To Contract'
February 01, 2024
Tickers
NEWS
QRVO
Tags
News
Expert Ideas
Needham
From
Benzinga
Starbucks Fails To Serve Hot Results, Brewing Analyst Concerns Over China Sales, Boycott Effects
January 31, 2024
Tickers
COFFEE
NEWS
SBUX
Tags
News
coffee
Andrew Charles
From
Benzinga
7 AMD Analysts Deep Dive Into Q4 Print: 'Expectations Are Reaching A Fever Pitch'
January 31, 2024
Tickers
AI
AMD
INTC
NEWS
Tags
Rick Schafer
Stacy Rasgon
semiconductors
From
Benzinga
Alphabet Analyst Bumps Up Price Target Ahead Of Q4 Results — But Flags Weakness In This Key Segment
January 29, 2024
Tickers
GOOG
GOOGL
NEWS
TECH
Tags
YouTube
Tech
KeyBanc Capital Markets
From
Benzinga
Texas Instruments Reset 'Not A Shocker,' Analysts Lower Guidance After Q4 Earnings
January 24, 2024
Tickers
NEWS
TXN
Tags
TXN
KeyBanc Capital Markets
Movers
From
Benzinga
Netflix's Q4 'Shocker' Stuns Analysts: Jim Cramer, Ross Gerber Hail Streaming Giant's Triumph; KeyBanc Ups Price Target
January 24, 2024
Tickers
NEWS
NFLX
TECH
Tags
Reiteration
Justin Patterson
Price Target
From
Benzinga
Lithium's Path To Recharge: KeyBanc Analyst Sees Market Rebalancing For Potential Price Surge, Picks 2 Stocks To Watch
January 23, 2024
Tickers
ALB
ALTM
NEWS
Tags
Equities
Reiteration
ALTM
From
Benzinga
Nvidia, AMD To Triumph Over Q4 Market Weakness With Cutting-Edge AI, Says Analyst: Here's What To Expect From The Chipmakers
January 22, 2024
Tickers
AMD
INTC
NEWS
NVDA
Tags
semiconductors
Equities
Reiteration
From
Benzinga
Plug Power Speeds Towards 4-Year Low After $1B Equity Offering Plans: Why This Analyst Says It's Unlikely To Woo Back Investors
January 18, 2024
Tickers
NEWS
PLUG
Tags
Analyst Color
Top Stories
Analyst Ratings
From
Benzinga
Netflix Bulls In For A Treat? KeyBanc Analyst Raises Stock Rating, Price Target On Anticipated Q4 Beat
January 17, 2024
Tickers
NEWS
NFLX
Tags
Analyst Ratings
General
Benzinga
From
Benzinga
Nvidia, AMD Shares Offer Over 30% Upside Potential, Analyst Says Ahead Of Earnings: What's Driving The Chip Optimism?
January 16, 2024
Tickers
AMD
ARM
INTC
MU
Tags
SOXX
John Vinh
Price Target
From
Benzinga
AMD To Unleash Full Prowess This Year? Analyst Sees 25% Upside Potential For Stock On 'GenAI' Boost
January 04, 2024
Tickers
AMD
NEWS
TECH
Tags
Stories That Matter
Top Stories
Analyst Color
From
Benzinga
Verizon Communications Analyst Turns Bullish, Expects Superior 2024 Performance Over T-Mobile, AT&T
January 03, 2024
Tickers
DISH
SATS
T
TMUS
Tags
Upgrades
Expert Ideas
SATS
From
Benzinga
Nike Shares Tank After Q2 Earnings: 'Reduced Guidance Implies Ongoing Uncertainty'
December 22, 2023
Tickers
NEWS
NKE
Tags
Cristina Fernandez
News
NKE
From
Benzinga
Micron Technology Guidance Reflects Strong Pricing Rebound: 10 Analysts Deep Dive Into Q1 Earnings
December 21, 2023
Tickers
MU
NVDA
TECH
Tags
Toshiya Hari
Quinn Bolton
Top Stories
From
Benzinga
RH Shares Tank Following Underwhelming Third Quarter, Analysts Weigh In
December 09, 2023
Tickers
RH
Tags
Reiteration
Earnings
Telsey Advisory Group
From
Benzinga
C3.ai Analysts Underwhelmed By Q2 Results: 'Slow Adoption Of Generative AI'
December 07, 2023
Tickers
AI
Tags
Analyst Ratings
Top Stories
Michael Turits
From
Benzinga
< Previous
1
2
3
4
5
6
7
8
9
...
13
14
Next >
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.