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home
about us
Investment Approach
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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
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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
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Benzinga's Top Ratings Upgrades, Downgrades For April 7, 2022
April 07, 2022
Tickers
ACCD
AJRD
AMAM
AMPS
Tags
TTE
AJRD
SYNA
From
Benzinga
A Peek Into The Markets: US Stock Futures Mixed Ahead Of Jobless Claims, Fed Speakers
April 07, 2022
Tickers
CAG
COST
FB
LEVI
Tags
SO
Earnings
Markets
From
Benzinga
Spiking Energy Prices Could Power Gains for NextEra Energy
March 30, 2022
Tickers
DUK
NEE
SO
Tags
DUK
Market News
SO
From
Motley Fool
Watch For Continued Gains In Shares Of The Southern Company
March 29, 2022
Tickers
SO
Tags
Market News
Partner Content
News
From
Benzinga
7 Green Energy Stocks That’ll Have Investors Cleaning Up for Years to Come
March 24, 2022
Tickers
D
DUK
MP
NEE
Tags
D
DUK
Market News
From
InvestorPlace
Eli Lilly And 3 Other Stocks Sold By Insiders
March 01, 2022
Tickers
DBX
LLY
NOC
SO
Tags
NOC
Benzinga
LLY
From
Benzinga
The 2 Best ETFs for Dividends
February 28, 2022
Tickers
ABBV
CAH
MPC
OGN
Tags
ABBV
SPYD
VLO
From
Motley Fool
How young people of color can save the Earth — and build wealth while they’re at it
February 28, 2022
Tickers
SO
TSLA
Tags
NG00
SO
CL00
From
MarketWatch
Southern Earnings Perspective: Return On Capital Employed
February 18, 2022
Tickers
SO
Tags
Market News
SO
Earnings
From
Benzinga
Recap: Southern Q4 Earnings
February 17, 2022
Tickers
SO
Tags
BZI/Recaps
Earnings
SO
From
Benzinga
Earnings Scheduled For February 17, 2022
February 17, 2022
Tickers
AAWW
AEE
AEL
AL
Tags
SSL
POR
FOCS
From
Benzinga
Don’t rule out natural gas in the clean-energy transition, trade group says
February 08, 2022
Tickers
ICLN
SO
Tags
SO
NG00
ICLN
From
MarketWatch
Expert Ratings For Southern
February 07, 2022
Tickers
SO
Tags
SO
Market News
Analyst Ratings
From
Benzinga
BofA Downgrades Southern Company, Sees Little Upside From Solar
February 07, 2022
Tickers
SO
Tags
Benzinga
Price Target
Solar
From
Benzinga
NextEra Energy Sees More High-Powered Growth Ahead
January 27, 2022
Tickers
NEE
SO
Tags
Market News
SO
NEE
From
Motley Fool
Analyst Ratings For Southern
January 13, 2022
Tickers
SO
Tags
BZI/AAR
Market News
SO
From
Benzinga
Earth-saving promises in ESG fund prospectuses aren’t all that green: report
January 11, 2022
Tickers
BLK
CVX
DUK
EFIV
Tags
SO
NG00
CVX
From
MarketWatch
23 dividend stocks that can pass this strict quality screen
January 04, 2022
Tickers
ABBV
AEP
AMCR
BMY
Tags
AMCR
NRG
CVX
From
MarketWatch
The Southern Company Climbs to Annual-High Share Price
December 17, 2021
Tickers
SO
Tags
SO
Earnings
InvestorBrandNetwork
From
Benzinga
Expert Ratings For Southern
December 15, 2021
Tickers
SO
Tags
BZI/AAR
SO
Market News
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For December 15, 2021
December 15, 2021
Tickers
ADGI
ALB
AMCR
APEN
Tags
QNRX
EVER
PLMR
From
Benzinga
7 Stocks to Buy to Benefit From the Fed’s Delayed Taper
December 13, 2021
Tickers
APTV
BBY
DUK
ED
Tags
ED
SO
NYSE:APTV,NYSE:BBY,NYSE:ED,NYSE:JPM,NYSE:IBM,NYSE:O,NASDAQ:PYPL,NYSE:DUK,NYSE:SO,NASDAQ:LYFT,
From
InvestorPlace
Benzinga's Top Ratings Upgrades, Downgrades For December 6, 2021
December 06, 2021
Tickers
AAL
AAPL
ACEL
AMGN
Tags
LVLU
SAM
AAPL
From
Benzinga
A Recap of Mawson Infrastructure on Benzinga's All-Access Headline
December 06, 2021
Tickers
GPJA
MIGI
SO
Tags
Markets
SO
Mawson Infrastructure Group
From
Benzinga
Price Over Earnings Overview: Southern
November 26, 2021
Tickers
SO
Tags
BZI/PE
Markets
Earnings
From
Benzinga
This Foreboding Sign Looms Over Southern's Chart
November 19, 2021
Tickers
SO
Tags
Trading Ideas
BZI/CROSS
Markets
From
Benzinga
The Southern Company (SO) Q3 2021 Earnings Call Transcript
November 04, 2021
Tickers
SO
Tags
Recent Press Releases
SO
Market News
From
Motley Fool
Terravis and the New Power Generation — Can it Solve the Infrastructure Dilemma in EVs?
October 26, 2021
Tickers
D
DUK
F
FE
Tags
Penny Stocks
F
Movers & Shakers
From
Benzinga
NextEra Energy Continues to Shine
October 20, 2021
Tickers
NEE
SO
Tags
NEE
SO
Market News
From
Motley Fool
Where Southern Stands With Analysts
October 19, 2021
Tickers
SO
Tags
BZI/AAR
Market News
SO
From
Benzinga
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