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
...
7
8
9
10
11
12
13
14
Next >
US Steel Brushes Off Cleveland-Cliffs' $35 Per Share Offer: Analyst Says Deal Less Likely To Close Without 'Meaningful Concessions'
August 14, 2023
Tickers
CLF
X
Tags
David Burritt
Equities
Benzinga
From
Benzinga
Plug Power's Margin Improvement 'Is Proving Elusive': Analysts Deep Dive Into Q2 Print
August 10, 2023
Tickers
PLUG
Tags
Market News
Trading Ideas
Sangita Jain
From
Benzinga
Why Plug Power Is Losing Charge In Premarket Today
August 10, 2023
Tickers
PLUG
Tags
Analyst Color
Why It's Moving
Analyst Ratings
From
Benzinga
Twilio Beats Q2 Expectations But Analysts See Challenges Ahead: 'Macro Headwinds Remain'
August 09, 2023
Tickers
TWLO
Tags
Ittai Kidron
Reiteration
Earnings
From
Benzinga
Block's Stock Crashes Even After Beat-And-Raise Quarter, 5 Analysts Deep Dive Into Print
August 04, 2023
Tickers
SQ
Tags
SQ
Top Stories
Analyst Ratings
From
Benzinga
Can Qualcomm Overcome The Challenge Of Elevated Inventory? 5 Analysts Deep Dive Into FQ3 Print, Outlook
August 03, 2023
Tickers
AAPL
QCOM
Tags
Benzinga
Analyst Color
Oppenheimer
From
Benzinga
Zillow's Second Quarter Surprises Analysts: Company Exceeds Forecasts But Signals Future Challenges
August 03, 2023
Tickers
Z
ZG
Tags
JMP Securities
Mid Cap
Earnings Beats
From
Benzinga
3 Match Group Analysts On Q2 Earnings: Tinder's Turnaround Story Is The Highlight Of The Quarter
August 02, 2023
Tickers
MTCH
TECH
Tags
Brad Erickson
Reiteration
RBC Capital Markets
From
Benzinga
AMD's AI Bet A 2024 Opportunity, But Near-Term Outlook Leaves Analysts Wary After Q2 Print
August 02, 2023
Tickers
AMD
HPE
INTC
TECH
Tags
Morgan Stanley
Analyst Color
Benzinga
From
Benzinga
Roku Crushes Q2 Estimates, Sending Stock Soaring, But Ongoing Hollywood Strike Triggers Analysts' Concern
July 28, 2023
Tickers
ROKU
Tags
ROKU
Trading Ideas
Market News
From
Benzinga
Why This Video Streaming Stock In Cathie Wood's Portfolio Is Up About 10% Today
July 28, 2023
Tickers
ARKK
ROKU
TECH
Tags
Analyst Ratings
Benzinga
Specialty ETFs
From
Benzinga
Chipotle Mexican Grill Stock Tumbles: 5 Analysts Deep Dive Into Q2 Print, Q3 Outlook
July 27, 2023
Tickers
CMG
Tags
KeyBanc Capital Markets
Movers
CMG
From
Benzinga
Eventbrite Analyst Predicts Attractive Risk-Reward, 'Meaningful Margin Expansion'
July 27, 2023
Tickers
EB
Tags
Trading Ideas
Market News
KeyBanc Capital Markets
From
Benzinga
Lam Research Poised For 'Solid Start To The Year' As 3 Analysts Discuss Q4 Print
July 27, 2023
Tickers
LRCX
Tags
Analyst Ratings
Benzinga
Analyst Color
From
Benzinga
4 Analysts On Texas Instruments' Q2 Print: 'Nearer Term, Results Were Better,' Q3 'Expected To Be Flat'
July 26, 2023
Tickers
TECH
TXN
Tags
News
Ambrish Srivastava
Expert Ideas
From
Benzinga
Alphabet's AI Integration Winning Over 5 Analysts: Q2 Results Spark Optimism Despite Market Challenges
July 26, 2023
Tickers
GOOG
GOOGL
Tags
Expert Ideas
KeyBanc Capital Markets
Movers
From
Benzinga
Why Snap Stock Is Crashing Off A Cliff Premarket Today
July 26, 2023
Tickers
SNAP
TECH
Tags
Reiteration
Earnings
Justin Patterson
From
Benzinga
Google Parent's Comeback: Stellar Ad Revenue Recovery, AI-Driven Cloud Momentum Stun Analysts
July 26, 2023
Tickers
GOOG
GOOGL
MSFT
TECH
Tags
Analyst Ratings
Benzinga
Analyst Color
From
Benzinga
Ahead Of Semiconductor Earnings, Analysts Expect AI To Serve As 'Shining Pillar' To Guide Through Muted Chip Demand
July 24, 2023
Tickers
AI
AMC
AMD
GOOG
Tags
News
Mizuho Securities
semiconductor
From
Benzinga
Yeti Holdings' Outlook Dims: Analyst Drops Rating Due To Macro Conditions And Stock Performance
July 17, 2023
Tickers
YETI
Tags
KeyBanc Capital Markets
Movers
Noah Zatzkin
From
Benzinga
Semiconductor Q2 Earnings Preview: Analyst Calls AI 'Shining Pillar Of Strength,' Flags 3 Companies For Favorable Risk-Reward
July 17, 2023
Tickers
AI
AMD
MRVL
NVDA
Tags
AMD
NVDA
Long Ideas
From
Benzinga
Why Disney Shares Are Up Over 1% Premarket Today
July 13, 2023
Tickers
DIS
Tags
Equities
Brandon Nisepl
Bob Iger
From
Benzinga
Bob Iger's Disney Tenure Extension 'Amazing,' Says Jim Cramer — But One Analyst Tells Why Move Is 'Neutral' To Stock
July 13, 2023
Tickers
DIS
Tags
Brandon Nispel
Equities
Bob Chapek
From
Benzinga
Chip-Chip, Hooray: Nvidia, AMD Lead Semiconductor Rally Premarket
July 11, 2023
Tickers
AMD
MPWR
MRVL
NVDA
Tags
Benzinga
ON
Why It's Moving
From
Benzinga
Apple Analyst Raises Price Target To $200 Despite US Sales 'Not Tracking Great:' Here's Why
July 11, 2023
Tickers
AAPL
TECH
Tags
Trading Ideas
Market News
Tech
From
Benzinga
KLA Corp Shares Overpriced Amid Delayed Cyclical Upturn, Says Analyst
July 07, 2023
Tickers
KLAC
Tags
Analyst Color
KLAC
Analyst Ratings
From
Benzinga
After Reels And Stories, Zuckerberg's Imitation Game With Threads Turns Meta Analyst Even More Bullish: Here's Why
July 06, 2023
Tickers
META
TECH
Tags
Threads
Mark Zuckerberg
Analyst Color
From
Benzinga
What 4 Nike Analyst Think Of The Q4 Print After Earnings Miss
June 30, 2023
Tickers
NKE
Tags
NKE
Expert Ideas
Trading Ideas
From
Benzinga
Disney Loses A Bull: Analyst Says Mouse House Fraught With Uncertainty And Buying The Dip Has 'Been A Losing Trade'
June 29, 2023
Tickers
DIS
Tags
Downgrades
News
DIS
From
Benzinga
Why Virgin Galactic Stock Is Crashing Down To Earth Premarket Today
June 23, 2023
Tickers
SPCE
Tags
News
Trading Ideas
Market News
From
Benzinga
< Previous
1
2
...
7
8
9
10
11
12
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.