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 >
Duke Energy Divests Utility-Scale Commercial Renewables Unit To Brookfield For $2.8B
June 13, 2023
Tickers
BEP
BEPC
DUK
Tags
BEP
Markets
Benzinga
From
Benzinga
AMD To Rally Over 20%? Here Are 10 Other Analyst Forecasts For Monday
June 12, 2023
Tickers
AMD
CAH
CCL
DUK
Tags
PT Changes
Benzinga
analyst forecasts
From
Benzinga
Goldman Sachs On 10 Utilities Stocks: What To Buy, Sell And Is Neutral
June 09, 2023
Tickers
AEP
D
DUK
ED
Tags
Market News
ED
Benzinga
From
Benzinga
3 Passive Income Powerhouses to Buy in June
June 09, 2023
Tickers
DUK
IGF
KO
MCO
Tags
KO
SPGI
IGF
From
Motley Fool
3 Dividend-Paying Large-Cap Stocks to Buy in June
June 08, 2023
Tickers
DOW
DUK
RIO
Tags
DUK
RIO
NYSE:DUK,NYSE:DOW,NYSE:RIO
From
InvestorPlace
What 6 Analyst Ratings Have To Say About Duke Energy
June 08, 2023
Tickers
DUK
Tags
BZI/AAR
DUK
Analyst Ratings
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For June 8, 2023
June 08, 2023
Tickers
ABNB
AEP
ALKT
AMZN
Tags
SO
MMC
XEL
From
Benzinga
The 3 Best Defensive Stocks to Buy in June 2023
June 07, 2023
Tickers
DUK
MRK
WMT
Tags
Stocks to Buy
NYSE:MRK,NYSE:WMT,NYSE:DUK
MRK
From
InvestorPlace
How Is The Market Feeling About Duke Energy?
May 18, 2023
Tickers
DUK
Tags
Market News
Benzinga
DUK
From
Benzinga
7 Safe ETFs to Shield Your Portfolio From Market Turmoil
May 15, 2023
Tickers
AAPL
AMZN
DUK
GLD
Tags
AAPL
AMZN
KO
From
InvestorPlace
NextEra Energy: Buy, Sell, or Hold?
May 15, 2023
Tickers
AEP
DUK
NEE
SO
Tags
Market News
SO
DUK
From
Motley Fool
Duke Energy Posts Mixed Q1 Earnings, Unfavorable Weather & Lower Volumes Curb Performance
May 09, 2023
Tickers
DUK
Tags
DUK
Benzinga
Market News
From
Benzinga
Why Is Palantir (PLTR) Stock Up 16% Today?
May 09, 2023
Tickers
DUK
ERYP
PLTR
WE
Tags
ERYP
Today's Market
PLTR
From
InvestorPlace
DUK Stock Earnings: Duke Energy Misses EPS, Beats Revenue Estimates
May 09, 2023
Tickers
DUK
Tags
DUK
NYSE:DUK
Market News
From
InvestorPlace
7 Dividend Stocks That Will Pay You Through Any Market Turmoil
May 08, 2023
Tickers
ABBV
ADM
BUD
DUK
Tags
Market News
XOM
ABBV
From
InvestorPlace
The Fundamentals of Investing in Monopolies
April 29, 2023
Tickers
AAPL
ATVI
BRK-A
BRK-B
Tags
WM
BRK/A
NSC
From
Motley Fool
7 Stocks That Can Thrive Even in an Uncertain Economy
April 25, 2023
Tickers
BF-A
BF-B
CL
CSV
Tags
CSV
NYSE:WMT,NYSE:DUK,NYSE:BF/A,NYSE:BF/B,NYSE:CL,NYSE:KMB,NYSE:PSA,NYSE:CSV
Stocks to Buy
From
InvestorPlace
7 Utility Stocks That Could Benefit from the Move to Renewable Energy
April 23, 2023
Tickers
BEP
CCJ
D
DNNGY
Tags
EXC
Market News
SRE
From
InvestorPlace
Analyst Ratings for Duke Energy
April 20, 2023
Tickers
DUK
Tags
Market News
Benzinga
BZI/AAR
From
Benzinga
The Top 7 Stocks to Buy for Income Investors
April 19, 2023
Tickers
BCH
CNQ
DUK
MMM
Tags
NYSE:CNQ,NYSE:VZ,NYSE:DUK,NYSE:PSA,NYSE:MMM,NYSE:BCH,NYSE:SWK
Stocks to Buy
VZ
From
InvestorPlace
Can AI Pick Stocks? ChatGPT Says Yes. (And Gives 13 Favorites!)
April 18, 2023
Tickers
AMC
AMZN
ASML
AXON
Tags
DVN
Market News
TSLA
From
InvestorPlace
Quant Ratings Updated on 75 Stocks
April 18, 2023
Tickers
ACI
C
CHD
CMS
Tags
JPM
EBAY
ELS
From
InvestorPlace
7 Recession-Proof Stocks to Buy as Investors Get Jittery
April 17, 2023
Tickers
BG
DG
DUK
GO
Tags
DUK
GO
BG
From
InvestorPlace
3 Stocks That Could Save You if the Market Crashes
April 06, 2023
Tickers
DUK
MKC
QSR
Tags
Stocks to Buy
DUK
QSR
From
InvestorPlace
3 High-Yield Dividend Stocks Warren Buffett's Secret Portfolio Is Buying
March 27, 2023
Tickers
BRK-A
BRK-B
DUK
T
Tags
T
Market News
DUK
From
Motley Fool
Don't Wait for Your Dividends. Here's How You Can Collect Cash Every Month.
March 22, 2023
Tickers
CAH
DUK
GIS
Tags
CAH
Market News
DUK
From
Motley Fool
7 Boring Stocks to Buy to Shield Against Banking Chaos
March 20, 2023
Tickers
CL
DUK
GO
LOW
Tags
LOW
MCD
Stocks to Buy
From
InvestorPlace
The Latest Analyst Ratings for Duke Energy
March 17, 2023
Tickers
DUK
Tags
BZI/AAR
Analyst Ratings
DUK
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For March 17, 2023
March 17, 2023
Tickers
AAL
AIT
ATAT
BBWI
Tags
BMBL
SBT
REE
From
Benzinga
2 Dividend Stocks That Will Pay You for Life
March 15, 2023
Tickers
DUK
KIM
Tags
KIM
DUK
Recent Press Releases
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.