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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
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Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
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Classifying Municipal Bonds
Revenue Municipal Bonds
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Credit Risk
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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
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Sample Portfolio
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EVENTS
FIP
Event Schedule
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Event Schedule
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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
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MARKET RESEARCH
Featured Quarterly Newsletter
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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
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Kelly Services, Inc. - Class B Common Stock
(NQ:
KELYB
)
8.481
-0.589 (-6.49%)
Streaming Delayed Price
Updated: 12:54 PM EST, Dec 26, 2025
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News
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Press Releases about Kelly Services, Inc. - Class B Common Stock
KellyOCG + Sevenstep Named No. 1 Provider of Total Workforce Solutions
December 17, 2025
Business tops HRO Today’s 2025 Baker’s Dozen Customer Satisfaction Ratings
From
Kelly Services, Inc.
Via
GlobeNewswire
Kelly Education Introduces First-of-Its-Kind LEARN Standards for Substitute Teachers and Paraeducators
November 17, 2025
Comprehensive Framework Developed by Ed.D. Credentialed Educators and HR Experts Sets New Benchmark for Education Workforce Quality
From
Kelly Education
Via
GlobeNewswire
Most Executives Say Ignoring AI Is a Bigger Threat to Your Career Than the Tech Itself
November 12, 2025
Kelly® Global Re:work Report shows adoption stalls without trust, training, defined benefits for workers
From
Kelly Services, Inc.
Via
GlobeNewswire
Kelly Recognized as a Leader and Star Performer in Business Professional and Industrial Staffing by Everest Group
October 14, 2025
Recognition highlights excellence in outcome-based managed services, investments and vision
From
Kelly Services, Inc.
Via
GlobeNewswire
Kelly + Motion Recruitment Recognized as IT Contingent Staffing Leader, Star Performer by Everest Group
August 14, 2025
Positioning reflects exceptional year-over-year growth in vision, investments and industry impact
From
Kelly Services, Inc.
Via
GlobeNewswire
Kelly Engineering Named Back-to-Back Contingent Staffing Star Performer, Leader by Everest Group
August 12, 2025
Recognition highlights year-over-year growth in market impact, vision and investments
From
Kelly Services, Inc.
Via
GlobeNewswire
Everest Group Names Kelly a Leader and Star Performer in Professional, Industrial, IT and Engineering Staffing
July 31, 2025
First company to earn both Leader and Star Performer status across all four PEAK Matrix® Assessments
From
Kelly Services, Inc.
Via
GlobeNewswire
KellyOCG + Sevenstep Earns Long-Term Partnership Award at US TIARA Talent Awards
July 16, 2025
RPO leader recognized for transformative collaboration with leading healthcare enterprise
From
Kelly Services, Inc.
Via
GlobeNewswire
KellyOCG + Sevenstep Named RPO Leader, Star Performer by Everest Group
July 02, 2025
Kelly’s permanent hiring solutions business recognized for breadth of solutions, strong technology stack
From
Kelly Services, Inc.
Via
GlobeNewswire
KellyOCG Honors Top-Performing Suppliers for Delivering Exceptional Workforce Solutions
May 15, 2025
Organizations around the globe recognized with Supplier Excellence Awards at 12th annual event
From
Kelly Services, Inc.
Via
GlobeNewswire
Kelly Education Celebrates Excellence in Education with Annual Educator of the Year Award
May 05, 2025
Honoring the dedication of substitute educators and support staff who inspire and empower communities during Teacher Appreciation Week
From
Kelly Education
Via
GlobeNewswire
KellyOCG Earns Recognition as a John Deere “Partner-level Supplier”
April 30, 2025
From
Kelly Services, Inc.
Via
GlobeNewswire
Kelly Establishes Integrated Permanent Hiring Solutions Business Line Across KellyOCG and Sevenstep
February 26, 2025
Amy Bush, formerly president of Sevenstep, appointed to lead integrated business
From
Kelly Services, Inc.
Via
GlobeNewswire
Dallas ISD Chief Human Capital Officer Robert Abel Receives Distinguished Service Award
February 07, 2025
From
Kelly Education
Via
GlobeNewswire
Kelly Enhances Pediatric Therapy Services with Strategic Acquisition of Children's Therapy Center, Bolstering Market Leadership
November 19, 2024
From
Kelly Services, Inc.
Via
GlobeNewswire
KellyOCG Named MSP and Services Procurement Leader by Everest Group
October 08, 2024
Business recognized as Star Performer in Contingent Workforce Management, Managed Service Provider
From
Kelly Services, Inc.
Via
GlobeNewswire
Kelly Named a Professional and Industrial Staffing Leader by Everest Group
October 01, 2024
Company recognized for its statement of work, contact center, and digital staffing platform solutions
From
Kelly Services, Inc.
Via
GlobeNewswire
Kelly Engineering® Named a Contingent Staffing Leader and Star Performer by Everest Group
September 26, 2024
Business recognized for significant market impact and expansion of capabilities
From
Kelly Services, Inc.
Via
GlobeNewswire
KellyOCG Partners with Brightfield to Offer Clients Real-time Labor Insights
September 10, 2024
Brightfield TDX AI now fully accessible via the Kelly Helix technology platform
From
Kelly Services, Inc.
Via
GlobeNewswire
State of Missouri Approves Kelly Education to Provide Substitute Teacher Certificate Training
August 07, 2024
From
Kelly Education
Via
Business Wire
Losing Talent in the Age of AI: Global Survey Finds Businesses Fail to Unlock the Full Potential of their Employees
June 11, 2024
Kelly report discovers most talent strategies are ineffective, identifies workforce leaders defying trends
From
Kelly Services, Inc.
Via
GlobeNewswire
KellyOCG Partners with Upwork Enterprise to Grow its Human Cloud Solution
April 30, 2024
From
Kelly Services, Inc.
Via
GlobeNewswire
KellyOCG Earns Recognition as a John Deere “Partner-level Supplier”
April 23, 2024
From
Kelly Services, Inc.
Via
GlobeNewswire
Jefferson County Schools Chief Human Resource Officer Wins Council Award
February 07, 2024
From
Kelly Services, Inc.
Via
GlobeNewswire
Kelly Completes Sale of European Staffing Business to Gi Group Holdings S.P.A.
January 03, 2024
From
Kelly Services, Inc.
Via
GlobeNewswire
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