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?
May 18, 2023
Tickers
DUK
Tags
Trading Ideas
Short Ideas
Market News
From
Benzinga
7 Safe ETFs to Shield Your Portfolio From Market Turmoil
May 15, 2023
Tickers
AAPL
AMZN
DUK
GLD
Tags
VZ
KO
AMZN
From
InvestorPlace
NextEra Energy: Buy, Sell, or Hold?
May 15, 2023
Tickers
AEP
DUK
NEE
SO
Tags
NEE
SO
Market News
From
Motley Fool
Duke Energy Posts Mixed Q1 Earnings, Unfavorable Weather & Lower Volumes Curb Performance
May 09, 2023
Tickers
DUK
Tags
Briefs
Large Cap
Guidance
From
Benzinga
Why Is Palantir (PLTR) Stock Up 16% Today?
May 09, 2023
Tickers
DUK
ERYP
PLTR
WE
Tags
NYSE:PLTR,NASDAQ:ERYP,NYSE:WE,NYSE:DUK
Today's Market
DUK
From
InvestorPlace
DUK Stock Earnings: Duke Energy Misses EPS, Beats Revenue Estimates
May 09, 2023
Tickers
DUK
Tags
NYSE:DUK
DUK
Today's Market
From
InvestorPlace
7 Dividend Stocks That Will Pay You Through Any Market Turmoil
May 08, 2023
Tickers
ABBV
ADM
BUD
DUK
Tags
EFX
DUK
ABBV
From
InvestorPlace
The Fundamentals of Investing in Monopolies
April 29, 2023
Tickers
AAPL
ATVI
BRK-A
BRK-B
Tags
BRK/B
GOOG
ATVI
From
Motley Fool
7 Stocks That Can Thrive Even in an Uncertain Economy
April 25, 2023
Tickers
BF-A
BF-B
CL
CSV
Tags
KMB
BF/A
NYSE:WMT,NYSE:DUK,NYSE:BF/A,NYSE:BF/B,NYSE:CL,NYSE:KMB,NYSE:PSA,NYSE:CSV
From
InvestorPlace
7 Utility Stocks That Could Benefit from the Move to Renewable Energy
April 23, 2023
Tickers
BEP
CCJ
D
DNNGY
Tags
BEP
NEE
Market News
From
InvestorPlace
Analyst Ratings for Duke Energy
April 20, 2023
Tickers
DUK
Tags
Analyst Ratings
DUK
Benzinga
From
Benzinga
The Top 7 Stocks to Buy for Income Investors
April 19, 2023
Tickers
BCH
CNQ
DUK
MMM
Tags
Stocks to Buy
Market News
CNQ
From
InvestorPlace
Can AI Pick Stocks? ChatGPT Says Yes. (And Gives 13 Favorites!)
April 18, 2023
Tickers
AMC
AMZN
ASML
AXON
Tags
AMC
ASML
GOOG
From
InvestorPlace
Quant Ratings Updated on 75 Stocks
April 18, 2023
Tickers
ACI
C
CHD
CMS
Tags
ELS
ACI
L
From
InvestorPlace
7 Recession-Proof Stocks to Buy as Investors Get Jittery
April 17, 2023
Tickers
BG
DG
DUK
GO
Tags
NYSE:PG,NYSE:DUK,NASDAQ:GO,NYSE:DG,NYSE:HD,NYSE:NEE,NYSE:BG
Stocks to Buy
Market News
From
InvestorPlace
3 Stocks That Could Save You if the Market Crashes
April 06, 2023
Tickers
DUK
MKC
QSR
Tags
NYSE:MKC,NYSE:QSR,NYSE:DUK
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
Recent Press Releases
VZ
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
Recent Press Releases
DUK
From
Motley Fool
7 Boring Stocks to Buy to Shield Against Banking Chaos
March 20, 2023
Tickers
CL
DUK
GO
LOW
Tags
UL
LOW
Market News
From
InvestorPlace
The Latest Analyst Ratings for Duke Energy
March 17, 2023
Tickers
DUK
Tags
Benzinga
DUK
Market News
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For March 17, 2023
March 17, 2023
Tickers
AAL
AIT
ATAT
BBWI
Tags
LIDR
CNTA
VKTX
From
Benzinga
2 Dividend Stocks That Will Pay You for Life
March 15, 2023
Tickers
DUK
KIM
Tags
KIM
Recent Press Releases
DUK
From
Motley Fool
This Top Energy Stock Has No Desire to Wade Into This Potentially Large Market
March 10, 2023
Tickers
D
DUK
NEE
Tags
Recent Press Releases
DUK
Market News
From
Motley Fool
The 7 Best ETFs for Whatever Lies Ahead
February 27, 2023
Tickers
AVGO
BA
BRK-B
CSCO
Tags
VZ
KO
ITA
From
InvestorPlace
7 Smart Stocks to Buy When Interest Rates Rise
February 27, 2023
Tickers
ALL
AMG
AWK
BG
Tags
ALL
NYSE:ALL,NYSE:DUK,NYSE:AWK,NYSE:AMG,NASDAQ:RCII,NYSE:BG,NASDAQ:EZPW
EZPW
From
InvestorPlace
3 Stocks to Buy for the Future of Smart Energy Grids
February 16, 2023
Tickers
DUK
IPWR
ITRI
Tags
ITRI
NYSE:DUK,NASDAQ:ITRI,NASDAQ:IPWR
DUK
From
InvestorPlace
The hunt for stocks with rising dividends: These fund managers have a strategy to keep your payouts growing
February 13, 2023
Tickers
ACN
ADI
APD
AZN
Tags
SPY
PEP
BAC
From
MarketWatch
What 7 Analyst Ratings Have To Say About Duke Energy
February 10, 2023
Tickers
DUK
Tags
BZI/AAR
Market News
DUK
From
Benzinga
Preview: Duke Energy's Earnings
February 08, 2023
Tickers
DUK
Tags
Earnings
BZI/EP
Benzinga
From
Benzinga
Biden claims green-job surge in State of the Union — is his boast justified?
February 07, 2023
Tickers
DUK
ICLN
NEE
TM
Tags
ICLN
NEE
CL00
From
MarketWatch
< 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.