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
3
4
5
6
7
8
9
...
13
14
Next >
Marjorie Taylor Greene Went Christmas Shopping For Stocks, Here's What She Bought Before Holiday
December 31, 2024
Tickers
ADBE
AMAT
AMZN
CAT
Tags
LLY
Top Stories
AMAT
From
Benzinga
If Trump Starts A Trade War, Canada Could Impose Export Taxes On Oil, Uranium: Report
December 12, 2024
Tickers
ADM
BG
CEG
DUK
Tags
Commodities
energy
Oil
From
Benzinga
(DUK) - Analyzing Duke Energy's Short Interest
December 03, 2024
Tickers
DUK
Tags
Trading Ideas
DUK
Short Ideas
From
Benzinga
A Once-in-a-Decade Investment Opportunity: 1 Little-Known Vanguard Index Fund to Buy for the Artificial Intelligence (AI) Boom
November 21, 2024
Tickers
AEP
AI
CEG
D
Tags
SO
NEE
D
From
Motley Fool
Nasdaq 100 Extends Record Levels Ahead Of Fed Meeting, Tesla Hits 26-Month Highs, Small Caps Stall: What's Driving Markets Thursday?
November 07, 2024
Tickers
APP
BTC
DIA
DUK
Tags
Cryptocurrency
GILD
Large Cap
From
Benzinga
Duke Energy Q3 EPS Falls Short On Higher Costs And Storm Impacts, Reaffirms FY24 Outlook
November 07, 2024
Tickers
DUK
FUTY
NEWS
XLU
Tags
Market News
Benzinga
Guidance
From
Benzinga
Hurricane Rafael Hits Cuba As Category 3 Storm: Stocks To Watch As Storm Heads Into Gulf Of Mexico
November 06, 2024
Tickers
ALL
CB
DUK
GNRC
Tags
ALL
Market News
Benzinga
From
Benzinga
Is Marjorie Taylor Greene Betting On Trump Victory? Buys Apple, Meta, Tesla Stocks Ahead Of 2024 Election
November 05, 2024
Tickers
AAPL
AMD
BRK
DJT
Tags
Warren Buffett
Donald Trump
2024 election
From
Benzinga
This Vanguard Index Fund Is a Once-in-a-Decade Buying Opportunity for the Artificial Intelligence (AI) Boom
October 31, 2024
Tickers
AEP
AI
CEG
D
Tags
D
VPU
NEE
From
Motley Fool
Peering Into Duke Energy's Recent Short Interest
October 25, 2024
Tickers
DUK
Tags
Short Ideas
BZI/SHORTHIST
DUK
From
Benzinga
This Global Payments Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Tuesday
October 22, 2024
Tickers
COHR
DECK
DUK
GATO
Tags
Price Target
Pre/Market Outlook
Market News
From
Benzinga
Looking At Duke Energy's Recent Unusual Options Activity
October 15, 2024
Tickers
DUK
Tags
Options
Benzinga
Market News
From
Benzinga
This Advance Auto Parts Analyst Turns Bullish; Here Are Top 5 Upgrades For Tuesday
October 15, 2024
Tickers
AAP
BLCO
DUK
NEWS
Tags
Analyst Ratings
Upgrades
Trading Ideas
From
Benzinga
Tech, Consumer Discretionary Stocks Fall, Utilities Sector Outperforms On Surprisingly High Inflation, Jobless Claims Data
October 10, 2024
Tickers
CPI
DUK
ECON
ENPH
Tags
Inflation Rate
labor market
XLY
From
Benzinga
Hurricane Milton Knocks Out Power For Over 2M In Florida, NextEra Energy, Duke Energy, And Tampa Electric Report Major Outages
October 10, 2024
Tickers
DUK
NEE
NEWS
TECH
Tags
Florida
News
Hurricane Milton
From
Benzinga
Hurricane Milton Descends On Florida: Analysts Warn Of Impact On Disney, NextEra's Florida Power & Light, Regional Banks
October 09, 2024
Tickers
AEP
ALL
BRK
CADE
Tags
Price Target
Insurance
CMCSA
From
Benzinga
Hurricane Milton Is Florida's Second Storm In Two Weeks: How Disney, Theme Parks, Insurance Companies Could Be Impacted
October 07, 2024
Tickers
ALL
BRK
CMCSA
DIS
Tags
Markets
DUK
BRK
From
Benzinga
Hurricane Helene Devastation: The Latest On Damage, Companies Affected
October 01, 2024
Tickers
AIG
ALL
AXAHY
BRK
Tags
PEB
Benzinga
NXRT
From
Benzinga
Utilities Outpace S&P 500, Fueled By AI: These 2 Stocks Lead The Charge
September 30, 2024
Tickers
AI
CEG
DUK
MSFT
Tags
MSFT
Benzinga
Market News
From
Benzinga
Hurricane Helene: 102 Dead, 2 Million Without Power After Storm Destruction In 6 States
September 30, 2024
Tickers
AJG
ALL
BAC
BRK
Tags
HD
Hurricane Katrina
Brian Kemp
From
Benzinga
Hurricane Helene Update: 28 Dead, Power Outages, Insurance Damages And More
September 27, 2024
Tickers
AJG
ALL
BRK
DUK
Tags
GNRC
AJG
BRK
From
Benzinga
Hurricane Helene Disrupts Flights, Sports Events, Disney Operations: Affected Regions, Stocks To Watch
September 26, 2024
Tickers
ALL
BATRA
BRK
DIS
Tags
Stories That Matter
Trading Ideas
Ron DeSantis
From
Benzinga
Tropical Storm Helene Set To Become Hurricane: Generac, Duke Energy Stocks React As Florida Braces
September 25, 2024
Tickers
CMI
DUK
EMA
GNRC
Tags
TGT
TSX:EMA
DUK
From
Benzinga
Utility Sector's 20% Rise: The Best High-Yield Stocks You Can Still Buy
September 09, 2024
Tickers
BKH
DUK
XEL
XLU
Tags
DUK
XLU
BKH
From
Motley Fool
NextEra CEO Talks Up Florida Property Market: A Sunshine State Ray Of Hope?
August 18, 2024
Tickers
CBRE
CWK
DUK
JLL
Tags
Market News
Benzinga
LGIH
From
Benzinga
Marjorie Taylor Greene Just Loaded Up on Stocks: 6 She Just Bought
August 09, 2024
Tickers
AMAT
DELL
DUK
GLW
Tags
DUK
UPS
Market News
From
Motley Fool
Storm Debby Headed For NYC, Highly Populated Areas As 'Catastrophic Flooding' Persists
August 08, 2024
Tickers
ALL
D
DUK
GNRC
Tags
ALL
Charlotte
Market News
From
Benzinga
The 3 Best Utilities Stocks to Buy in August 2024
August 08, 2024
Tickers
DUK
ED
ETR
Tags
ETR
DUK
ED
From
InvestorPlace
Wall Street Rebounds After Selloff, VIX Falls, Dollar Surges Against Yen: What's Driving Markets Tuesday?
August 06, 2024
Tickers
ABNB
ADTN
AMGN
CAT
Tags
Market News
Benzinga
AMGN
From
Benzinga
DUK Stock Earnings: Duke Energy Beats EPS, Beats Revenue for Q2 2024
August 06, 2024
Tickers
DUK
Tags
DUK
Earnings Reports
NYSE:DUK
From
InvestorPlace
< Previous
1
2
3
4
5
6
7
8
9
...
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.