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home
about us
Investment Approach
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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
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Event Schedule
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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
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RSVP-Signup Form
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KeyCorp
(NY:
KEY
)
21.37
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EST, Jan 5, 2026
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Wall Street Rebounds, Eli Lilly Rallies, UnitedHealth Group Plummets: What's Driving Markets Thursday?
↗
April 17, 2025
Wall Street saw a rebound in risk appetite on Thursday ahead of the long Easter weekend, as President Donald Trump signaled positive momentum in trade negotiations.
Via
Benzinga
Topics
Government
Earnings Scheduled For April 17, 2025
↗
April 17, 2025
Via
Benzinga
Earnings Preview For KeyCorp
↗
April 16, 2025
Via
Benzinga
Demystifying KeyCorp: Insights From 9 Analyst Reviews
↗
March 10, 2025
Via
Benzinga
Earnings Scheduled For February 13, 2025
↗
February 13, 2025
Via
Benzinga
Looking Into KeyCorp's Recent Short Interest
↗
February 07, 2025
Via
Benzinga
KeyCorp Gears Up For Q1 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts
↗
April 17, 2025
Via
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Dollar Tree Surges Nearly 8% After Citi Upgrade: Analysts Say Tariffs Could Boost Margins, Not Hurt Them
↗
April 07, 2025
Discount retailer Dollar Tree Inc was riding high on Monday, ending the day up 7.8% following an upgrade by Citi Research.
Via
Benzinga
Big Buybacks: 3 Large Caps Exceed 5% Repurchase Power
April 03, 2025
Check out these three stocks that recently announced large share buyback authorizations. They now have buyback capacity greater than 5% of their market cap.
Via
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What 13 Analyst Ratings Have To Say About KeyCorp
↗
March 28, 2025
Via
Benzinga
Should You Forget AGNC Investment and Buy These 2 High Yield Stocks Instead?
↗
March 19, 2025
Via
The Motley Fool
13 Analysts Have This To Say About KeyCorp
↗
February 03, 2025
Via
Benzinga
KeyCorp Analysts Slash Their Forecasts After Q4 Results
↗
January 22, 2025
Via
Benzinga
This Airbnb Analyst Turns Bullish; Here Are Top 5 Upgrades For Monday
↗
March 10, 2025
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Benzinga
Explore the top gainers and losers within the S&P500 index in today's session.
↗
January 24, 2025
Let's have a look at the top S&P500 gainers and losers in the middle of the day of today's session.
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Chartmill
Small Caps Soar, Apple Slips, Treasury Yields Fall On Trump Day 2: What's Driving Markets Tuesday?
↗
January 21, 2025
Wall Street saw a strong preference for small and mid-cap equities, with the Russell 2000 index leading the market as investors bet on more domestic-friendly policies following Donald Trump's...
Via
Benzinga
Topics
Government
Peering Into KeyCorp's Recent Short Interest
↗
January 14, 2025
Via
Benzinga
Analyst Expectations For KeyCorp's Future
↗
January 07, 2025
Via
Benzinga
Peering Into KeyCorp's Recent Short Interest
↗
December 06, 2024
Via
Benzinga
Cracking The Code: Understanding Analyst Reviews For KeyCorp
↗
November 26, 2024
Via
Benzinga
KeyCorp Stock Hits 1-Week Low After Swinging To Q4 Loss, Triggers Some Bearish Retail Chatter
↗
January 21, 2025
The bank’s fourth-quarter revenue slumped nearly 44% to $865 million, well short of the market estimate of $1.75 billion.
Via
Stocktwits
Earnings Scheduled For January 21, 2025
↗
January 21, 2025
Via
Benzinga
KeyCorp Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
↗
January 17, 2025
Via
Benzinga
Regional Banks Can Thrive Despite Big Bank Dominance: Truist Securities Highlights Three Key Paths For Thriving Regional Banks
↗
January 08, 2025
Regional banks still have room to thrive, says Truist Securities in its note, highlighting three key paths for regional banks to succeed.
Via
Benzinga
Yield Curve Normalization, Cheap Valuation, EPS Growth To Boost Banks In 2025: Truist Initiates Coverage On These 14 Regional Names
↗
January 08, 2025
Truist Securities initiated coverage on 24 stocks anticipating earnings and loan growth, steeper yield curve, and ample capital for expansion.
Via
Benzinga
Topics
Economy
Are Regional Banks The Next Big Opportunity? Wall Street Analysts Bet Big On Multiyear Rally
↗
January 07, 2025
Analysts at three investment banks are optimistic about regional banks, highlighting several factors likely to improve sector fundamentals.
Via
Benzinga
Top 3 Financial Stocks That Are Preparing To Pump This Quarter
↗
January 03, 2025
Via
Benzinga
3 Regional Bank Stocks to Buy on Relaxed Regulations
December 18, 2024
Discover why bank stocks KEY, RF, and HBAN could be top picks in 2025, driven by easing regulations, growth potential, and rising analyst targets.
Via
MarketBeat
1 Magnificent High-Yield Bank Stock Stock Down 25% to Buy and Hold Forever
↗
December 13, 2024
Via
The Motley Fool
6 Regional Bank Stocks to Buy Before Trump Names New SEC Leadership
↗
November 29, 2024
Regional banking sector rebounded after failures due to Fed rate-cut strategy and Trump's deregulation, 6 top stocks to buy now.
Via
Benzinga
Topics
Economy
Government
Regulatory Compliance
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