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 >
Economic Safety Nets: 7 Defensive Stocks Providing Portfolio Stability
December 13, 2023
Tickers
ABBV
DUK
JNJ
LOW
Tags
LOW
ABBV
JNJ
From
InvestorPlace
Top 5 Utilities Stocks That Should Keep You Up At Night
December 12, 2023
Tickers
ALE
DTE
DUK
GNE
Tags
Trading Ideas
Markets
DTE
From
Benzinga
7 Top-Performing Utility Stocks for Steady Growth
December 11, 2023
Tickers
AQN
BIP
DUK
EXC
Tags
NEE
Stocks to Buy
Market News
From
InvestorPlace
3 Top Utility Stocks to Buy in December
December 07, 2023
Tickers
BKH
DUK
NEE
Tags
Market News
Recent Press Releases
DUK
From
Motley Fool
3 Top Energy Stocks to Buy in December
December 06, 2023
Tickers
BAM
BEP
BEPC
CVX
Tags
CVX
BAM
DUK
From
Motley Fool
MULN Stock: Mullen Completes Delivery to Randy Marion
December 05, 2023
Tickers
DUK
MULN
Tags
DUK
Today's Market
MULN
From
InvestorPlace
3 Magnificent Stocks to Buy That Are Near 52-Week Lows
December 01, 2023
Tickers
BKH
DUK
NEE
Tags
NEE
Market News
BKH
From
Motley Fool
Wells Fargo Upgrades Duke Energy: Here's What You Need To Know
November 30, 2023
Tickers
DUK
Tags
BZI/AAR/UPDATE
Analyst Ratings
Market News
From
Benzinga
Buying These 2 Stocks Is a Good Way to Hedge Against a Market Crash
November 24, 2023
Tickers
DUK
PG
RGLD
SO
Tags
SO
PG
RGLD
From
Motley Fool
Stability Seekers: 7 Low-Volatility Stocks for Uncertain Times
November 23, 2023
Tickers
DUK
HSY
K
MRK
Tags
HSY
K
DUK
From
InvestorPlace
Expert Ratings for Duke Energy
November 21, 2023
Tickers
DUK
Tags
Market News
Benzinga
DUK
From
Benzinga
Dual Powerhouses: 7 Dividend Stocks Marrying High Yield With High Growth
November 20, 2023
Tickers
ABBV
DUK
KO
PFE
Tags
NYSE:KO,NYSE:PSX,NYSE:ABBV,NYSE:DUK,NYSE:PFE,NYSE:PM,NYSE:VICI
DUK
VICI
From
InvestorPlace
How Is The Market Feeling About Duke Energy?
November 20, 2023
Tickers
DUK
Tags
Market News
DUK
BZI/SHORTHIST
From
Benzinga
The 7 Most Undervalued Sleeper Stocks to Buy Now: November 2023
November 19, 2023
Tickers
ALB
CSCO
DUK
GOOG
Tags
PFE
NVDA
GOOG
From
InvestorPlace
3 Safe Stocks to Prep Your Portfolio if You Still Fear the Bear
November 18, 2023
Tickers
ADM
COST
DUK
WMT
Tags
Market News
Stocks to Buy
NYSE:WMT,NASDAQ:COST,NYSE:DUK,NYSE:ADM
From
InvestorPlace
7 High-Yield Blue Chips Suitable for Any Retiree
November 17, 2023
Tickers
ABBV
DUK
JNJ
KO
Tags
PEP
TXN
KVUE
From
InvestorPlace
3 Dividend Stocks That Now Yield More Than the 10-Year Treasury Rate
November 17, 2023
Tickers
BP
DOW
DUK
Tags
Market News
DUK
Recent Press Releases
From
Motley Fool
The Good News in Duke Energy's Bad News: Is It a Buy?
November 17, 2023
Tickers
DUK
VPU
Tags
Market News
DUK
Recent Press Releases
From
Motley Fool
A Look Into Duke Energy Inc's Price Over Earnings
November 14, 2023
Tickers
DUK
Tags
Market News
News
BZI/PE
From
Benzinga
This Magnificent High-Yield Dividend Stock Thinks Its Shares Are a Buy (and It's Putting Money Behind That View)
November 10, 2023
Tickers
BEP
BEPC
DUK
ORG
Tags
ORG
DUK
Recent Press Releases
From
Motley Fool
7 Utility Stocks to Help You Power Through a Downturn
November 02, 2023
Tickers
AWK
DUK
EXC
FE
Tags
NYSE:SO,NYSE:DUK,NYSE:FE,NASDAQ:EXC,NYSE:SRE,NYSE:AWK,NYSE:WTRG
FE
EXC
From
InvestorPlace
100% Green Hydrogen - Duke Energy Plans New End-to-End System In Florida
October 27, 2023
Tickers
DUK
GE
Tags
Briefs
Markets
GE
From
Benzinga
Looking Into Duke Energy's Recent Short Interest
October 18, 2023
Tickers
DUK
Tags
DUK
BZI/SHORTHIST
Benzinga
From
Benzinga
7 Undervalued Stocks Poised for Explosive Growth in Q4
October 18, 2023
Tickers
DUK
DVN
FANG
MSFT
Tags
WFC
DVN
MSFT
From
InvestorPlace
These High-Quality Dividend Stocks Are Cheaper Than They've Been in Years
October 06, 2023
Tickers
DUK
ED
NEE
NEP
Tags
SO
NEE
NEP
From
Motley Fool
11 Utility Stocks Get New Ratings, Forecasts After Recent Volatility: 'Higher Quality ... Low Valuation'
October 05, 2023
Tickers
AEE
CMS
CNP
DTE
Tags
Sophie Karp
CMS
Analyst Ratings
From
Benzinga
It’s time for you to take a deep breath and buy stocks
October 05, 2023
Tickers
ADP
DUK
DVN
ETR
Tags
FUTY
TLT
DVN
From
MarketWatch
This Incredible Dividend Stock Continues to Add Power to Deliver High-End Growth
October 04, 2023
Tickers
BEP
BEPC
DUK
Tags
BEP
BEPC
Market News
From
Motley Fool
Down More Than 20% in a Week, This Elite Dividend Stock is Looking Like a Screaming Bargain
October 03, 2023
Tickers
BEP
BEPC
CPK
CWEN
Tags
NEP
CWEN
D
From
Motley Fool
Why Utility Stocks Like Duke Energy Got Zapped Today
October 02, 2023
Tickers
D
DUK
NEE
Tags
Recent Press Releases
DUK
Market News
From
Motley Fool
< 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.