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 VPU
Recent news which mentions VPU
< Previous
1
2
3
4
Next >
3 Dividend-Paying Energy Stocks to Buy at a Discount
March 29, 2024
Tickers
BKH
DUK
NEE
VPU
Tags
Recent Press Releases
DUK
BKH
From
Motley Fool
3 No-Brainer Stocks to Buy for 2024 and Beyond
February 25, 2024
Tickers
CWEN
F
NEE
VPU
Tags
F
NEE
VPU
From
Motley Fool
3 Utility Stocks to Buy Hand Over Fist in January
January 04, 2024
Tickers
BKH
D
NEE
VPU
Tags
Recent Press Releases
BKH
Market News
From
Motley Fool
Is Southern Company Stock a Buy?
December 29, 2023
Tickers
SO
VPU
Tags
Market News
Recent Press Releases
VPU
From
Motley Fool
This Utility Is Making a Smart Move to Lock in Smoother Results. Is It a Buy?
December 23, 2023
Tickers
AEP
VPU
Tags
AEP
Recent Press Releases
Market News
From
Motley Fool
The Southern Company Just Gave Us a Hint About When Its Dividend Will Grow Again
December 15, 2023
Tickers
SO
VPU
Tags
SO
VPU
Recent Press Releases
From
Motley Fool
3 ETFs to Buy if You’re Skeptical About Interest Rate Cuts
December 11, 2023
Tickers
COST
PEP
PG
UUP
Tags
Mutual Funds & ETFs
COST
NYSEARCA:XLP,NYSE:PG,NASDAQ:COST,NASDAQ:PEP,NYSEARCA:VPU,NYSEARCA:UUP
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
VPU
SO
NEE
From
Motley Fool
The Good News in Duke Energy's Bad News: Is It a Buy?
November 17, 2023
Tickers
DUK
VPU
Tags
Recent Press Releases
DUK
Market News
From
Motley Fool
Looking for Safe Income? This Stock Raised Its Dividend in the Last 6 Recessions
November 14, 2023
Tickers
BKH
VPU
Tags
VPU
BKH
Recent Press Releases
From
Motley Fool
This asset, not stocks or bonds, will be your best bet for 2024, says JP Morgan
November 14, 2023
Tickers
VPU
XLP
Tags
VPU
UK:BRN00
CL/1
From
MarketWatch
Here’s the most crowded trade on Wall Street, according to Bank of America
November 14, 2023
Tickers
AAPL
AMC
AMZN
GME
Tags
VPU
BX:TMUBMUSD10Y
ES00
From
MarketWatch
You Don't Have to Pick a Winner in Utilities: Here's Why
October 27, 2023
Tickers
NEE
SO
VPU
Tags
NEE
SO
VPU
From
Motley Fool
This High Yielder Is Telling Investors That 2025 Will See an Important Dividend Pivot
October 14, 2023
Tickers
SO
VPU
Tags
Recent Press Releases
Market News
SO
From
Motley Fool
Utilities stocks are on pace for worst day since 2020 as Treasury yields resume climb
October 02, 2023
Tickers
COMP
DJIA
IDU
NEE
Tags
BX:TMUBMUSD02Y
SPX
VPU
From
MarketWatch
You Don't Have to Pick a Winner in Utilities. Here's Why.
September 26, 2023
Tickers
VPU
XLU
Tags
Market News
Recent Press Releases
VPU
From
Motley Fool
Why Southern Company's Dividend Is Even More Impressive Than You Think
September 15, 2023
Tickers
BKH
NWN
SO
VPU
Tags
BKH
Recent Press Releases
Market News
From
Motley Fool
Everyone on Wall Street loves bonds. Are bonds too popular?
August 15, 2023
Tickers
VNQ
VPU
Tags
VNQ
VPU
From
MarketWatch
The Southern Company: Buy, Sell, or Hold?
August 04, 2023
Tickers
SO
VPU
Tags
Recent Press Releases
Market News
SO
From
Motley Fool
You Don't Have to Pick a Winner in Utilities. Here's Why.
July 15, 2023
Tickers
BRK-B
UTG
VPU
XLU
Tags
VPU
UTG
Market News
From
Motley Fool
3 ETFs to Buy for Stress-Free Profits
May 24, 2023
Tickers
BAESY
CHKP
CLX
CRWD
Tags
CLX
FTNT
WST
From
InvestorPlace
Here’s where BlackRock sees a top thematic ETF investing opportunity as tech soars
May 18, 2023
Tickers
AAPL
BKIV
BKWO
CARZ
Tags
TSLA
BKIV
KBE
From
MarketWatch
7 Safe ETFs to Shield Your Portfolio From Market Turmoil
May 15, 2023
Tickers
AAPL
AMZN
DUK
GLD
Tags
DUK
SPHD
MSFT
From
InvestorPlace
If You Invested $10,000 in NextEra Energy 1 Year Ago, This Is How Much You Would Have Today
March 20, 2023
Tickers
NEE
VPU
Tags
NEE
VPU
Market News
From
Motley Fool
Is NextEra Energy Stock a Buy?
March 17, 2023
Tickers
EXC
NEE
SO
VPU
Tags
NEE
SO
VPU
From
Motley Fool
3 High-Yield ETFs for Passive Income
March 03, 2023
Tickers
HDV
IGF
VPU
Tags
Market News
Recent Press Releases
HDV
From
Motley Fool
‘Psychological safety’ or a ‘culture of fear’: Here are the gains these corporate culture ETFs have seen so far this year
March 02, 2023
Tickers
COPX
FUTY
HAPI
HAPY
Tags
SJIM
XLU
HAPY
From
MarketWatch
7 of the Hottest ETFs to Buy for 2023
January 12, 2023
Tickers
AAPL
AMZN
CTVA
CVX
Tags
MSFT
DUK
CTVA
From
InvestorPlace
3 Top Dividend Stocks to Buy Now That Are Down 23% to 27%
December 26, 2022
Tickers
BEP
BEPC
BIP
BIPC
Tags
BIPC
Recent Press Releases
BIP
From
Motley Fool
Better Buy: NextEra Energy or Southern Co.?
December 23, 2022
Tickers
NEE
SO
VPU
Tags
VPU
SO
NEE
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.