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 FE
Recent news which mentions FE
< Previous
1
2
3
4
Next >
Earnings Scheduled For February 8, 2024
February 08, 2024
Tickers
ABG
ACB
AFRM
AIRC
Tags
LADR
PINS
LTRX
From
Benzinga
FirstEnergy Earnings Preview
February 07, 2024
Tickers
FE
Tags
FE
Earnings
Market News
From
Benzinga
Billionaire Carl Icahn Has $9.9 Billion Invested in These 5 High-Yield Dividend Stocks
January 30, 2024
Tickers
CVI
FE
IEP
IFF
Tags
IFF
Recent Press Releases
SWX
From
Motley Fool
(FE) - Analyzing FirstEnergy's Short Interest
January 01, 2024
Tickers
FE
Tags
Market News
FE
Short Ideas
From
Benzinga
Warren Buffett’s Berkshire cuts stake in HP, Carl Icahn gives up FirstEnergy board seat
December 11, 2023
Tickers
BRK-A
BRK-B
FE
HPQ
Tags
FE
BRK/A
HPQ
From
MarketWatch
7 Top-Performing Utility Stocks for Steady Growth
December 11, 2023
Tickers
AQN
BIP
DUK
EXC
Tags
Stocks to Buy
SRE
NEE
From
InvestorPlace
7 Utility Stocks to Help You Power Through a Downturn
November 02, 2023
Tickers
AWK
DUK
EXC
FE
Tags
SO
AWK
NYSE:SO,NYSE:DUK,NYSE:FE,NASDAQ:EXC,NYSE:SRE,NYSE:AWK,NYSE:WTRG
From
InvestorPlace
Preview: FirstEnergy's Earnings
October 25, 2023
Tickers
FE
Tags
Market News
Earnings
FE
From
Benzinga
Analyst Ratings for FirstEnergy
October 10, 2023
Tickers
FE
Tags
Market News
FE
Analyst Ratings
From
Benzinga
‘Close your eyes and buy’ these utilities stocks, analyst says
October 05, 2023
Tickers
AEE
CMS
CNP
DTE
Tags
WEC
XEL
XLU
From
MarketWatch
11 Utility Stocks Get New Ratings, Forecasts After Recent Volatility: 'Higher Quality ... Low Valuation'
October 05, 2023
Tickers
AEE
CMS
CNP
DTE
Tags
DTE
Analyst Color
Price Target
From
Benzinga
Expert Ratings for FirstEnergy
September 21, 2023
Tickers
FE
Tags
Benzinga
Market News
Analyst Ratings
From
Benzinga
The 3 Most Undervalued Utilities Stocks to Buy in September 2023
September 14, 2023
Tickers
ETR
FE
SRE
Tags
ETR
Stocks to Buy
SRE
From
InvestorPlace
Benzinga's Top Ratings Upgrades, Downgrades For August 23, 2023
August 23, 2023
Tickers
AEE
AEP
AES
ATO
Tags
FULC
PINC
GMS
From
Benzinga
Expert Ratings for FirstEnergy
August 23, 2023
Tickers
FE
Tags
Benzinga
Analyst Ratings
FE
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For August 7, 2023
August 07, 2023
Tickers
AAL
AME
AOS
ASAI
Tags
MESO
SATS
TPH
From
Benzinga
The timing may be perfect for this dividend-stock fund if the market is getting close to a top
August 02, 2023
Tickers
AEP
AVGO
BTI
COMP
Tags
DIVZ
UNH
PM
From
MarketWatch
Stocks in this in this left-behind sector are expected to rally as much as 33%
July 19, 2023
Tickers
AEE
AEP
AES
AMZN
Tags
CEG
DJIA
ES
From
MarketWatch
Jim Cramer Says This 14% Yielding Stock Is A Trap — Here Are 3 Dividend Plays That Could Be More Reliable
July 07, 2023
Tickers
ET
FE
NLY
O
Tags
Alternative investments
O
real estate investing
From
Benzinga
6 Analysts Have This to Say About FirstEnergy
June 23, 2023
Tickers
FE
Tags
Benzinga
BZI/AAR
FE
From
Benzinga
FirstEnergy Concludes Transmission Line Upgradation Project In Ohio
June 02, 2023
Tickers
FE
Tags
Briefs
Markets
Benzinga
From
Benzinga
Will Chart Analysts Notice Bad Omen on FirstEnergy's Chart
May 05, 2023
Tickers
FE
Tags
Trading Ideas
Markets
BZI/CROSS
From
Benzinga
Looking For Passive Income? These Dividend Stocks Yield Up To 13.4% — And Wall Street Sees Major Upside In Them
May 04, 2023
Tickers
FE
NLY
PXD
Tags
NLY
Benzinga
FE
From
Benzinga
Looking Into FirstEnergy's Return On Invested Capital
May 04, 2023
Tickers
FE
Tags
Benzinga
BZI/ROCE
FE
From
Benzinga
Analyst Ratings for FirstEnergy
May 01, 2023
Tickers
FE
Tags
BZI/AAR
Market News
FE
From
Benzinga
Where FirstEnergy Stands With Analysts
April 14, 2023
Tickers
FE
Tags
BZI/AAR
Analyst Ratings
FE
From
Benzinga
The Latest Analyst Ratings for FirstEnergy
March 28, 2023
Tickers
FE
Tags
Benzinga
Analyst Ratings
FE
From
Benzinga
FirstEnergy Picks Brian X. Tierney As Its New CEO
March 27, 2023
Tickers
AEP
BX
FE
Tags
AEP
Management
Briefs
From
Benzinga
Analyst Ratings for FirstEnergy
March 10, 2023
Tickers
FE
Tags
FE
Analyst Ratings
Market News
From
Benzinga
Why Vistra Keeps on Rising and Rising Today
March 07, 2023
Tickers
FE
VST
Tags
Market News
FE
Recent Press Releases
From
Motley Fool
< Previous
1
2
3
4
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.