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 DUK
Recent news which mentions DUK
< Previous
1
2
...
7
8
9
10
11
12
13
14
Next >
How Is The Market Feeling About Duke Energy Corporation (holding Company?
April 25, 2022
Tickers
DUK
Tags
Short Ideas
DUK
Market News
From
Benzinga
Looking for Passive Income? Consider This Monster Dividend Aristocrat
April 25, 2022
Tickers
AAPL
D
DUK
GOOG
Tags
GOOGL
Recent Press Releases
D
From
Motley Fool
Where Duke Energy Stands With Analysts
April 20, 2022
Tickers
DUK
Tags
Benzinga
BZI/AAR
DUK
From
Benzinga
7 Dividend Utility Stocks to Buy to Charge Up Your Income
April 12, 2022
Tickers
CNP
DTE
DUK
EIX
Tags
DUK
ETR
CNP
From
InvestorPlace
How Is The Market Feeling About Duke Energy Corporation (holding Company?
April 07, 2022
Tickers
DUK
Tags
Short Sellers
Market News
Short Ideas
From
Benzinga
CNBC's Final Trades: Canadian Natural Resources, Ericsson Telefon, Duke Energy And This Tech Stock
April 04, 2022
Tickers
CNQ
DUK
ERIC
ISRG
Tags
CNQ
Pete Najarian
Media
From
Benzinga
Spiking Energy Prices Could Power Gains for NextEra Energy
March 30, 2022
Tickers
DUK
NEE
SO
Tags
SO
Market News
NEE
From
Motley Fool
7 Green Energy Stocks That’ll Have Investors Cleaning Up for Years to Come
March 24, 2022
Tickers
D
DUK
MP
NEE
Tags
Market News
INRG
SPY
From
InvestorPlace
ESG Stocks And ETFs To Watch As SEC Weighs Greenhouse Gas Disclosure Requirement
March 22, 2022
Tickers
AAPL
AMZN
BP
BTU
Tags
space stocks
Markets
D
From
Benzinga
10 ways to invest in the nuclear-power revival and soon-to-be surge in uranium prices
March 22, 2022
Tickers
BWXT
CCJ
DUK
EXC
Tags
URNM
NLR
CCJ
From
MarketWatch
7 Utility Stocks to Buy as Inflation’s Grip Tightens
March 21, 2022
Tickers
D
DUK
EXC
NEE
Tags
NEE
DUK
Stocks to Buy
From
InvestorPlace
New Head Of EPA Is Reportedly Taking North Carolina's Fight Against Coal Ash Ponds Nationwide
March 21, 2022
Tickers
DUK
Tags
Partner Content
Benzinga
DUK
From
Benzinga
This Emissions Cleanup Company Wants To Make Solving The Coal Ash Crisis Profitable
March 14, 2022
Tickers
DUK
TVC
Tags
Benzinga
Partner Content
Midwest Energy Emissions
From
Benzinga
Honeywell, Duke Energy Collaborate To Improve Energy Resiliency
March 08, 2022
Tickers
DUK
HON
Tags
Contracts
Market News
Briefs
From
Benzinga
Where Will Nvidia Be in 5 Years?
February 22, 2022
Tickers
DUK
NVDA
Tags
DUK
Recent Press Releases
Market News
From
Motley Fool
Analyst Ratings For Duke Energy
February 18, 2022
Tickers
DUK
Tags
Market News
Analyst Ratings
DUK
From
Benzinga
Cleaning Coal Power Up Could Provide A Unique Opportunity For Some Companies
February 15, 2022
Tickers
DUK
MEEC
Tags
Penny Stocks
Markets
Emerging Markets
From
Benzinga
Duke Energy: Q4 Earnings Insights
February 10, 2022
Tickers
DUK
Tags
DUK
News
BZI/Recaps
From
Benzinga
Earnings Scheduled For February 10, 2022
February 10, 2022
Tickers
ACB
AFRM
AHH
ALNY
Tags
VVI
MLM
UL
From
Benzinga
3 Best Dividend Stocks That Wall Street Is Sleeping On
February 09, 2022
Tickers
DUK
NYCB
WU
Tags
DUK
Recent Press Releases
WU
From
Motley Fool
The bitter breakup with gas stoves is getting closer — here’s another reason why
January 28, 2022
Tickers
DUK
GE
Tags
DUK
GE
NG00
From
MarketWatch
These 3 Stocks Are Safe Bets in the Event of a Market Crash
January 24, 2022
Tickers
AGNC
DUK
O
Tags
DUK
Recent Press Releases
Market News
From
Motley Fool
7 Stocks to Buy for a Year Full of Volatility and Rate Hikes
January 21, 2022
Tickers
DUK
K
KO
PGR
Tags
K
SCHW
Market News
From
InvestorPlace
Earth-saving promises in ESG fund prospectuses aren’t all that green: report
January 11, 2022
Tickers
BLK
CVX
DUK
EFIV
Tags
CL00
BLK
NG00
From
MarketWatch
Why Duke Energy Stock Surged 14.6% in 2021
January 10, 2022
Tickers
DUK
Tags
Market News
Recent Press Releases
DUK
From
Motley Fool
Analyst Ratings For Duke Energy
January 07, 2022
Tickers
DUK
Tags
Benzinga
BZI/AAR
Analyst Ratings
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For January 7, 2022
January 07, 2022
Tickers
ACVA
AER
AIN
ALC
Tags
MDT
WGO
ULCC
From
Benzinga
Does Dealing With Waste and Finding Some Gold Go Together?
January 05, 2022
Tickers
DUK
MEEC
TVC
Tags
Markets
Penny Stocks
Market News
From
Benzinga
Ominous Death Cross Forms On Duke Energy's Chart
January 04, 2022
Tickers
DUK
Tags
Trading Ideas
Benzinga
DUK
From
Benzinga
22 Top Dividend Stocks to Buy and Hold in 2022
January 02, 2022
Tickers
ABBV
ABT
APD
BEP
Tags
EPD
MPW
IIPR
From
Motley Fool
< 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.