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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
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Southern Co
(NY:
SO
)
87.17
UNCHANGED
Official Closing Price
Updated: 7:00 PM EST, Dec 26, 2025
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Press Releases about Southern Co
Brookfield Renewable: Capitalize on the AI and Green Energy Boom
October 01, 2024
Brookfield Renewable Partners L.P. (NYSE: BEP) owns renewable energy facilities and green energy assets. It's one of the largest renewable energy platforms.
Via
MarketBeat
Topics
Artificial Intelligence
Defensive Sectors: Shielding Your Portfolio in Volatile Times
September 07, 2024
Defensive sectors like consumer staples, healthcare, real estate, and utilities tend to perform well during market downturns and heightened volatility.
Via
MarketBeat
Topics
Economy
Stocks
Are Utility Stocks Running Out of Steam? What You Need to Know
August 28, 2024
The utilities sector has outperformed the broader market, gaining nearly 18% year-to-date, but may be overbought in the short term.
Via
MarketBeat
Topics
Artificial Intelligence
ETFs
Economy
Watch for Continued Gains in Shares of The Southern Company (SO)
March 29, 2022
Via
Investor Brand Network
Watch for Continued Gains in Shares of The Southern Company (SO)
March 29, 2022
Via
Investor Brand Network
The Southern Company (SO) Climbs to Annual-High Share Price
December 17, 2021
Via
Investor Brand Network
Utilities Stocks Are Powering Up: XLU on the Verge of a Breakout
July 24, 2024
The Utilities Select Sector SPDR Fund (NYSE: XLU) is up nearly 12% YTD, consolidating in a bullish wedge just under 3% from its 52-week high.
Via
MarketBeat
NFWF Announces Record $33.5 Million in Conservation Grants to Restore Longleaf Pine Habitat and Help At-Risk Wildlife
June 18, 2024
Supporting rural communities, this largest grant slate in program history will impact more than 500,000 acres of longleaf pine habitat, increase longleaf seedling capacity, and improve wildlife...
From
National Fish and Wildlife Foundation
Via
GlobeNewswire
Power Surge: Utilities Sector Breaks out, Outperforms Market
May 14, 2024
The Utilities sector, breaking out of a multi-year downtrend, has seen a notable momentum shift in recent weeks and is now outperforming the overall market.
Via
MarketBeat
Topics
Artificial Intelligence
ETFs
Power Surge: Utilities Sector's Resilience Shines
April 25, 2024
Despite the recent selloff in the overall market, the XLU has risen, gaining nearly 4% and showcasing its impressive relative strength compared to the market.
Via
MarketBeat
Shifting Momentum in Utilities, Time to Buy?
March 25, 2024
The XLU indicates a major potential momentum shift as it consolidates above its 200-day SMA, prompting investor attention to key levels and its top holdings.
Via
MarketBeat
Topics
ETFs
Profit pillars: 5 Dividend aristocrats for reliable income
February 21, 2024
These 5 high-yielding S&P dividend aristocrats have a long history of increasing their shareholder payouts, and provide income even as stocks decline.
Via
MarketBeat
Topics
ETFs
Stocks
The most upgraded utility stocks, and why it matters
December 14, 2023
Utility stocks and the utility sector stand to provide significant returns in 2024 that include upward price movement and dividend growth.
Via
MarketBeat
Topics
Energy
Utilities may be the best play for a turbulent holiday quarter
November 14, 2023
Utility stocks are well-positioned to ride out winter volatility and pay a high, inflation-beating dividend yield with distribution growth in the forecast.
Via
MarketBeat
Topics
Economy
Sonim Announces Availability of PTT-Centric Phone XP5plus at Southern Linc
November 09, 2023
San Diego, California and Atlanta, Georgia--(Newsfile Corp. - November 9, 2023) - Sonim Technologies Inc. (NASDAQ: SONM) today announced the...
Via
Newsfile
Dependable dividends: Why utility stocks are on fire
November 03, 2023
Utilities have surged, with the XLU ETF gaining 4.72% in a week. Known for steady dividends, they attract income-focused investors amid market uncertainty.
Via
MarketBeat
Topics
ETFs
Ready for the Utilities Rebound? Here Are the Best Picks
October 26, 2023
The boring utilities sector is spitting out double-digit upside names with inflation-beating yields, making it the best place to look before the sector recovers
Via
MarketBeat
Topics
ETFs
The Southern Co. (NYSE: SO) Highlighted for Surprising Price Action
September 07, 2023
Via
Investor Brand Network
Topics
Energy
Is This Sector Setting Up For An Explosive Breakout?
July 24, 2023
Despite a slight decline year-to-date, the XLU's steady recovery and contracting consolidation signal a potential breakout might be on the horizon.
Via
MarketBeat
Topics
ETFs
Discover the Best Stocks to Invest In During a Recession
April 26, 2023
In times of economic uncertainty, such as during a recession, it can be challenging to know where to invest your
Via
Spotlight Growth
Topics
Economy
Don't Overlook This Reliable, Dividend-Paying Sector
March 16, 2023
What happens when markets go into panic mode? Investors turn to sectors like utilities, likely to be stable dividend-payers that could mitigate volatility.
Via
MarketBeat
Vision Hydrogen, Now Vision Energy, Puts Hopes In Stock Split
November 11, 2022
Vision Hydrogen Corporation decalred 2-for-1 split and changed their name to Vision Energy; Along with their green energy projects, this should entice investors
Via
MarketBeat
Down Market, Good Stocks, Southern Company, PepsiCo, Caterpillar
October 11, 2022
Kate’s guest on The MarketBeat Podcast this week is Brian Mulberry, client portfolio manager at Zacks Investment Management.
Via
MarketBeat
Upcoming Final Deadline - Bronstein, Gewirtz & Grossman, LLC Reminds The Southern Company (SO) Shareholders of Class Action and Encourages Investors to Actively Participate
April 19, 2022
From
Bronstein, Gewirtz & Grossman, LLC
Via
Business Wire
Volta Launches PredictEV® Fleet Product to Accelerate Transition of Commercial Fleets to Electric Vehicles
April 11, 2022
From
Volta Inc.
Via
Business Wire
Southern Company Gas partners with Chauncey Black of Grammy® Award-Winning Blackstreet to launch ‘No Diggity’ Safe Digging Campaign
August 18, 2021
From
Southern Company Gas
Via
Business Wire
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