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 SO
Recent news which mentions SO
< Previous
1
2
3
4
5
6
7
8
9
...
11
12
Next >
Concerned About a Recession? These Dividend Stocks Deliver Durable Growth During Downturns.
April 13, 2025
Tickers
ED
NEE
SO
Tags
Recent Press Releases
Market News
ED
From
Motley Fool
3 Top Vanguard ETFs to Buy With the S&P 500 in Correction
April 10, 2025
Tickers
AAPL
AEP
AMZN
CEG
Tags
AEP
AMZN
Market News
From
Motley Fool
Price Over Earnings Overview: Southern
April 08, 2025
Tickers
NEWS
SO
Tags
SO
News
Market News
From
Benzinga
Recession Risk Is High, But Analysts Say This Sector Is Shielded From Tariff Impact
April 08, 2025
Tickers
D
SO
WEC
Tags
SO
Upgrades
Expert Ideas
From
Benzinga
Marjorie Taylor Greene Buys The Dip: Congresswoman Purchases Shares Of Apple, Amazon, Nike And More Following Tariff-Related Sell-Off
April 08, 2025
Tickers
AAPL
AMZN
BRK
CAT
Tags
NKE
Benzinga
RH
From
Benzinga
This Centene Analyst Is No Longer Bearish; Here Are Top 5 Upgrades For Tuesday
April 08, 2025
Tickers
CNC
NEWS
RKT
ROST
Tags
Trading Ideas
ROST
Markets
From
Benzinga
Investors Are Flocking to These 3 Vanguard Sector ETFs. Should You Buy Them Too?
March 28, 2025
Tickers
ABBV
ABT
AEP
CEG
Tags
AEP
EOG
CVX
From
Motley Fool
What's Driving the Market Sentiment Around Southern?
March 17, 2025
Tickers
SO
Tags
SO
Market News
BZI/SHORTHIST
From
Benzinga
Nasdaq Correction: 3 Safe High-Yield Dividend Stocks to Buy Now
March 12, 2025
Tickers
CVX
KO
PEP
SO
Tags
KO
Recent Press Releases
CVX
From
Motley Fool
DeepSeek Crushed Constellation Energy. Is This Nuclear Stock a Buy Now?
March 02, 2025
Tickers
CEG
D
DUK
SO
Tags
DUK
Recent Press Releases
CEG
From
Motley Fool
A Once-in-a-Decade Investment Opportunity: 1 Shocking Vanguard Index Fund to Buy for the AI Boom
February 27, 2025
Tickers
CEG
DUK
GS
JPM
Tags
DUK
Recent Press Releases
^GSPC
From
Motley Fool
3 High-Yield Dividend ETFs to Buy to Generate Passive Income
February 23, 2025
Tickers
CEG
COP
CVX
DUK
Tags
COP
OKE
Market News
From
Motley Fool
Southern Company Q4: Utility Growth Boosts Revenue, But Rising Costs Weigh on Profit
February 20, 2025
Tickers
FUTY
NEWS
SO
XLU
Tags
Market News
Equities
Movers
From
Benzinga
US Stocks Likely To Open Lower After Gaining For 2 Days: Walmart In Focus As Traders Await Retail Giant's Earnings
February 20, 2025
Tickers
DXC
MVIS
NEWS
PLTR
Tags
stocks in focus
Markets
Pre/Market Outlook
From
Benzinga
Earnings Scheduled For February 20, 2025
February 20, 2025
Tickers
ACCO
AEG
AG
AKAM
Tags
ATHM
CHH
BBIO
From
Benzinga
Peering Into Southern's Recent Short Interest
February 13, 2025
Tickers
SO
Tags
Market News
BZI/SHORTHIST
SO
From
Benzinga
3 ETFs To Navigate Utility Stock Volatility As DeepSeek Challenges Power Demand Forecasts
January 30, 2025
Tickers
AEP
CEG
GOOG
GOOGL
Tags
ETFs
Market News
SO
From
Benzinga
Top 3 Utilities Stocks You May Want To Dump In January
January 28, 2025
Tickers
AEP
EXC
KKR
NEWS
Tags
EXC
AEP
RSI
From
Benzinga
Southern Power Grids Face Historic Winter Test As Snow Blankets Gulf Coast: 5 Utilities To Watch
January 21, 2025
Tickers
CNP
DUK
ETR
NEE
Tags
ETR
DUK
texas
From
Benzinga
3 Top Nuclear Stocks to Buy in January
January 04, 2025
Tickers
CCJ
GEV
SO
Tags
GEV
Market News
Recent Press Releases
From
Motley Fool
Down 8%, 9%, and 13% in 3 Months, these 3 High-Yield Dividend Stocks Are Buys in December
December 23, 2024
Tickers
AEP
NEE
SO
Tags
AEP
Market News
Recent Press Releases
From
Motley Fool
3 Dividend Stocks Up 8%, 16%, and 17% So Far in 2024 to Buy in December
December 22, 2024
Tickers
EPD
HON
SO
Tags
SO
Recent Press Releases
HON
From
Motley Fool
Looking Into Southern's Recent Short Interest
December 02, 2024
Tickers
SO
Tags
Trading Ideas
Short Ideas
Benzinga
From
Benzinga
A Once-in-a-Decade Investment Opportunity: 1 Little-Known Vanguard Index Fund to Buy for the Artificial Intelligence (AI) Boom
November 21, 2024
Tickers
AEP
AI
CEG
D
Tags
PCG
NVDA
PLTR
From
Motley Fool
The Ultimate High-Yield Utility Stock to Buy With $1,000 Right Now
November 17, 2024
Tickers
BKH
NEE
SO
XLU
Tags
SO
NEE
Market News
From
Motley Fool
How Is The Market Feeling About Southern?
November 11, 2024
Tickers
SO
Tags
BZI/SHORTHIST
Market News
SO
From
Benzinga
3 Unstoppable Dividend Stocks Yielding More Than 3% to Buy Now
November 08, 2024
Tickers
AEP
SO
UPS
Tags
AEP
Market News
Recent Press Releases
From
Motley Fool
Hurricane Rafael Hits Cuba As Category 3 Storm: Stocks To Watch As Storm Heads Into Gulf Of Mexico
November 06, 2024
Tickers
ALL
CB
DUK
GNRC
Tags
CB
SO
Hurricanes
From
Benzinga
Stocks Tumble, Nasdaq 100 Selloffs As Tech Giants Disappoint, Crypto Companies Plummet: What's Driving Markets Thursday?
October 31, 2024
Tickers
AAPL
AMGN
AMZN
BKNG
Tags
AAPL
NCLH
ETFs
From
Benzinga
Southern Company Q3: Revenue Misses, But EPS Beats Expectations with Strong Utility Gains
October 31, 2024
Tickers
FUTY
NEWS
SO
XLU
Tags
Earnings
Guidance
FUTY
From
Benzinga
< Previous
1
2
3
4
5
6
7
8
9
...
11
12
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.