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Revenue Bonds
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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
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Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
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Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
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NHA/PHA Bonds
Moral Obligation Bonds
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Analyzing GO Bonds
Analyzing Revenue Bonds
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General Price Analysis of Municipal Bonds
Liquidity
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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
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Sample Portfolio
Back Dated Performance Reports
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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
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MARKET RESEARCH
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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
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If I Could Only Buy 1 S&P 500 Stock From Each Sector for the Rest of 2025, I'd Go With These 11 Dividend Stocks
August 23, 2025
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Tags
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Tags
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August 07, 2025
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IDU
KO
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Tags
SO
PG
WMT
From
Benzinga
Southern Company Boosts Capital Plan
August 05, 2025
Tickers
SO
Tags
SO
Market News
Recent Press Releases
From
Motley Fool
Southern (SO) Q2 2025 Earnings Call Transcript
August 04, 2025
Tickers
SO
Tags
SO
Market News
Recent Press Releases
From
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Meta, Microsoft Power Wall Street To New Records Despite Inflation Jump: What's Moving Markets Thursday?
July 31, 2025
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Tags
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July 31, 2025
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Tags
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As Tariffs Loom, Don’t Ignore Income ETFs
July 30, 2025
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SO
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Tags
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From
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Dividend Stock Analysis: Duke Energy
July 25, 2025
Tickers
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CNP
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Tags
Market News
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SO
From
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What's Driving the Market Sentiment Around Southern?
July 23, 2025
Tickers
SO
Tags
Short Ideas
Trading Ideas
Short Sellers
From
Benzinga
Southern Company Is One of the Largest Utilities Companies by Market Cap. But Is It a Buy?
July 13, 2025
Tickers
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Tags
Recent Press Releases
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SO
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10 Under-the-Radar Utility Stocks with Incredible Growth Potential
July 08, 2025
Tickers
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Tags
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What's Driving the Market Sentiment Around Southern?
July 07, 2025
Tickers
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Tags
SO
BZI/SHORTHIST
Market News
From
Benzinga
Is Cameco Stock a Buy Now?
June 23, 2025
Tickers
CCJ
SO
Tags
Market News
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CCJ
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Motley Fool
Uber, Southern Company And More On CNBC's 'Final Trades'
June 18, 2025
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Tags
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News
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What's Driving the Market Sentiment Around Southern?
June 17, 2025
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Tags
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Time to Buy the Vanguard Utilities Index Fund ETF to Take Advantage of a Growing Trend?
June 12, 2025
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Tags
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June 07, 2025
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This Visa Analyst Turns Bullish; Here Are Top 5 Upgrades For Thursday
June 05, 2025
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Tags
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News
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Peering Into Southern's Recent Short Interest
May 27, 2025
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Tags
Short Sellers
Benzinga
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The Smartest Vanguard ETF to Buy With $500 Right Now
May 21, 2025
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Tags
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Tags
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What Does the Market Think About Southern?
May 07, 2025
Tickers
SO
Tags
SO
Market News
BZI/SHORTHIST
From
Benzinga
Should You Buy Cameco While It's Below $45?
May 02, 2025
Tickers
BAM
CCJ
CEG
SO
Tags
SO
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CCJ
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Southern Company CEO Touts 'Solid Start' As Revenue Jumps 17%
May 01, 2025
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NEWS
SO
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XLU
Tags
Earnings
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Benzinga
Earnings Scheduled For May 1, 2025
May 01, 2025
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AAPL
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From
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A Peek at Southern's Future Earnings
April 30, 2025
Tickers
SO
Tags
Market News
Benzinga
BZI/EP
From
Benzinga
Looking Into Southern's Recent Short Interest
April 17, 2025
Tickers
SO
Tags
BZI/SHORTHIST
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SO
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Benzinga
Buy These 2 Vanguard ETFs for Long-Term Safety Amid the Market Crash
April 17, 2025
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COST
DUK
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Tags
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April 16, 2025
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Tags
SO
JEPQ
Market News
From
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