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Revenue Bonds
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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
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Default Rates
Yield Difference
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Preferred Custodian Settlement
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TSL’s Turnkey Operation Platform
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Classifying Municipal Bonds
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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
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Event Schedule
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MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
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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
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Got $1,000? 3 Energy Stocks to Buy and Hold Forever
January 27, 2024
Tickers
BEP
BEPC
ENB
SO
Tags
BEP
Market News
BEPC
From
Motley Fool
Green Giants: 3 Sustainable Stocks Leading the Eco-Conscious Revolution
January 18, 2024
Tickers
ECL
ENIC
SO
Tags
ECL
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SO
From
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How Is The Market Feeling About Southern?
January 18, 2024
Tickers
SO
Tags
Market News
Benzinga
BZI/SHORTHIST
From
Benzinga
This Southern Co Analyst Is Turning Bullish: 'Its Justifies One Of The Highest Premiums'
January 11, 2024
Tickers
NEWS
SO
Tags
James Thalacker
Price Target
Top Stories
From
Benzinga
Chewy To Rally Over 50%? Here Are 10 Top Analyst Forecasts For Thursday
January 11, 2024
Tickers
ALB
CHWY
CRM
EOG
Tags
WTW
PT Changes
analyst forecasts
From
Benzinga
Revenge of the Boring Stocks! Dividends Are Sexy Again.
January 03, 2024
Tickers
AMGN
CVX
JNJ
KO
Tags
MRK
JNJ
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From
InvestorPlace
3 High-Yielding Dividend Stocks to Buy and Hold for Years
December 30, 2023
Tickers
BAC
KO
SO
Tags
Recent Press Releases
KO
BAC
From
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Is Southern Company Stock a Buy?
December 29, 2023
Tickers
SO
VPU
Tags
Recent Press Releases
VPU
SO
From
Motley Fool
Here's Why NextEra Energy Is a No-Brainer Dividend Growth Stock
December 28, 2023
Tickers
AEP
DUK
NEE
SO
Tags
Market News
DUK
NEE
From
Motley Fool
Peering Into Southern's Recent Short Interest
December 27, 2023
Tickers
SO
Tags
Benzinga
BZI/SHORTHIST
Short Ideas
From
Benzinga
If You Like Dividends, You Should Love These 3 Stocks
December 23, 2023
Tickers
BAM
DRI
SO
Tags
SO
Market News
BAM
From
Motley Fool
Where Will The Southern Company Be in 3 Years?
December 22, 2023
Tickers
SO
Tags
SO
Market News
Recent Press Releases
From
Motley Fool
P/E Ratio Insights for Southern
December 19, 2023
Tickers
SO
Tags
Markets
SO
BZI/PE
From
Benzinga
The Southern Company Just Gave Us a Hint About When Its Dividend Will Grow Again
December 15, 2023
Tickers
SO
VPU
Tags
VPU
Market News
SO
From
Motley Fool
(SO) - Analyzing Southern's Short Interest
December 11, 2023
Tickers
SO
Tags
Trading Ideas
SO
Short Sellers
From
Benzinga
Expert Ratings for Southern
December 08, 2023
Tickers
SO
Tags
Benzinga
BZI/AAR
SO
From
Benzinga
Southern Company Is Back in the Solar Market. Is the Stock a Buy?
December 01, 2023
Tickers
SO
Tags
Recent Press Releases
Market News
SO
From
Motley Fool
Got $1,500? You Can Confidently Add These 3 Stocks to Your Portfolio
November 26, 2023
Tickers
JNJ
SO
WMB
Tags
WMB
Market News
SO
From
Motley Fool
Buying These 2 Stocks Is a Good Way to Hedge Against a Market Crash
November 24, 2023
Tickers
DUK
PG
RGLD
SO
Tags
Market News
DUK
PG
From
Motley Fool
Peering Into Southern's Recent Short Interest
November 22, 2023
Tickers
SO
Tags
Short Sellers
SO
Trading Ideas
From
Benzinga
Want Decades of Passive Income? 3 Stocks to Buy Now.
November 22, 2023
Tickers
BEP
BEPC
ENB
SO
Tags
Recent Press Releases
ENB
SO
From
Motley Fool
The Latest Analyst Ratings for Southern
November 21, 2023
Tickers
SO
Tags
Benzinga
BZI/AAR
Analyst Ratings
From
Benzinga
CrowdStrike To Rally Around 16%? Here Are 10 Top Analyst Forecasts For Tuesday
November 21, 2023
Tickers
A
CRWD
ETR
GDDY
Tags
SO
GDDY
Markets
From
Benzinga
Soothing Stocks: 7 Reliable Picks to Ease Your Market Jitters
November 20, 2023
Tickers
BMY
COST
IBM
MCD
Tags
PG
MCD
COST
From
InvestorPlace
Is the $43 Billion Growth Plan Just the Beginning for This High-Yield Dividend Stock?
November 17, 2023
Tickers
NEE
SO
VPU
Tags
Recent Press Releases
NEE
Market News
From
Motley Fool
Price Over Earnings Overview: Southern
November 16, 2023
Tickers
SO
Tags
News
Market News
Intraday Update
From
Benzinga
3 Dividend Stocks to Double Up On Right Now
November 16, 2023
Tickers
O
SO
SRC
TXN
Tags
SO
Market News
TXN
From
Motley Fool
Oracle, Qualcomm And 2 Other Stocks Insiders Are Selling
November 14, 2023
Tickers
COIN
ORCL
QCOM
SO
Tags
News
Market News
Short Ideas
From
Benzinga
3 Things You Need to Know If You Buy The Southern Company's Stock Today
November 10, 2023
Tickers
SO
Tags
Recent Press Releases
SO
Market News
From
Motley Fool
This Durable Dividend Stock's Brilliant Strategy Will Pay Off for Decades
November 07, 2023
Tickers
SO
Tags
SO
Market News
Recent Press Releases
From
Motley Fool
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