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home
about us
Investment Approach
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Firm ADV PDFs
Form CRS
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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
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
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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
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
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Latest News about AES
Recent news which mentions AES
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7 Top-Rated Utility Stocks to Warm Up Your Portfolio
January 16, 2023
Tickers
AEE
AEP
AES
APD
Tags
APD
ET
CWEN
From
InvestorPlace
Stocks That Hit 52-Week Lows On Thursday
December 01, 2022
Tickers
ABC
ACGL
ACM
ADP
Tags
UFPT
VMI
FN
From
Benzinga
UBS Maintains Buy Rating for AES: Here's What You Need To Know
November 29, 2022
Tickers
AES
Tags
AES
BZI/AAR/UPDATE
Analyst Ratings
From
Benzinga
Where AES Stands With Analysts
November 29, 2022
Tickers
AES
Tags
BZI/AAR
AES
Analyst Ratings
From
Benzinga
Analyst Ratings for AES
November 29, 2022
Tickers
AES
Tags
Analyst Ratings
AES
Market News
From
Benzinga
Stocks That Hit 52-Week Lows On Friday
November 25, 2022
Tickers
ABC
ADP
AES
AFL
Tags
FSLR
JILL
HALO
From
Benzinga
Analyst Ratings for AES
November 09, 2022
Tickers
AES
Tags
Analyst Ratings
AES
Benzinga
From
Benzinga
How Is The Market Feeling About AES?
November 04, 2022
Tickers
AES
Tags
AES
Short Sellers
BZI/SHORTHIST
From
Benzinga
Here's How Much You Would Have Made Owning AES Stock In The Last 5 Years
October 31, 2022
Tickers
AES
Tags
Benzinga
AES
Earnings
From
Benzinga
What 4 Analyst Ratings Have To Say About AES
October 21, 2022
Tickers
AES
Tags
BZI/AAR
Market News
Benzinga
From
Benzinga
Utility Bills Are Soaring. How An Analyst Expects To Capitalize With 40% Returns Into 2023
September 20, 2022
Tickers
AES
AR
CHK
EQT
Tags
Analyst Color
AES
Rising Utility Bills
From
Benzinga
Will Investors Notice Exciting Sign On AES's Chart?
September 02, 2022
Tickers
AES
Tags
Market News
Movers
BZI/CROSS
From
Benzinga
Here are the worst (and best) performing stocks of August and for 2022
August 31, 2022
Tickers
AAPL
AES
ALB
ALGN
Tags
PYPL
NFLX
CF
From
MarketWatch
What 4 Analyst Ratings Have To Say About AES
August 18, 2022
Tickers
AES
Tags
BZI/AAR
Market News
Benzinga
From
Benzinga
Looking Into AES Return On Capital Employed
August 16, 2022
Tickers
AES
Tags
AES
Market News
Benzinga
From
Benzinga
A 48% Dividend Yield! What's the Catch?
August 09, 2022
Tickers
AES
ATCO
BAC
BASE
Tags
SCHK
ATCO
FLNC
From
Motley Fool
Subsidies for renewable energy often go to the same fossil-fuel companies that are fighting the green-energy transition with their other hand
August 04, 2022
Tickers
AES
ARES
BA
CSIQ
Tags
FR:EDF
NEE
CSIQ
From
MarketWatch
What 4 Analyst Ratings Have To Say About AES
July 21, 2022
Tickers
AES
Tags
AES
Analyst Ratings
Market News
From
Benzinga
These 10 stocks from a sector that is a bear-market bulwark have upside potential of up to 30%
July 07, 2022
Tickers
AEP
AES
CEG
CNP
Tags
EIX
SRE
CNP
From
MarketWatch
New Solar Industry Consortium Pledges $6B For US Manufactured Solar Panels
June 21, 2022
Tickers
AES
ESG
Tags
ESG
Solar Power
Markets
From
Benzinga
In a tough post-Fed market, strategist finds opportunity knocking in a couple of this year’s hottest sectors
June 16, 2022
Tickers
AAPL
AES
AMC
AMZN
Tags
CHWY
ES00
DXY
From
MarketWatch
Where AES Stands With Analysts
June 13, 2022
Tickers
AES
Tags
BZI/AAR
Benzinga
Market News
From
Benzinga
Here are the stocks getting a ‘tailwind’ from White House’s pause on solar tariffs
June 06, 2022
Tickers
AES
ARRY
FSLR
FTCI
Tags
NI
SPWR
NEP
From
MarketWatch
6 Dividend-Paying Utility Stocks to Buy for a Coming Recession
May 26, 2022
Tickers
AES
EIX
FE
NRG
Tags
AES
NYSE:NRG,NYSE:EIX,NYSE:PNW,NYSE:FE,NYSE:AES,NYSE:UGI
UGI
From
InvestorPlace
AES's Return On Capital Employed Insights
May 25, 2022
Tickers
AES
Tags
Earnings
BZI/ROCE
AES
From
Benzinga
Earnings Scheduled For May 6, 2022
May 06, 2022
Tickers
ABR
ACMR
AES
AIM
Tags
OIIM
Benzinga
PRLB
From
Benzinga
Earnings Outlook For AES
May 05, 2022
Tickers
AES
Tags
Earnings
Market News
Benzinga
From
Benzinga
AES Q1 2022 Earnings Conference Call On May 6, 2022 At 10:00 AM ET
May 02, 2022
Tickers
AES
Tags
News
BZI/CONF
Market News
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For April 26, 2022
April 26, 2022
Tickers
ACC
AEE
AEP
AES
Tags
ETR
FYBR
AEE
From
Benzinga
This is what you should do in the stock market now, according to three 2022 fund-award winners
April 07, 2022
Tickers
ACN
AES
ARGX
CRM
Tags
HEI
SIEGY
EW
From
MarketWatch
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