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Advantages of Same Day Allocation
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TSL's Turnkey Operation Platform
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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
)
87.52
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EST, Jan 6, 2026
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Benzinga's Top Ratings Upgrades, Downgrades For August 10, 2023
↗
August 10, 2023
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For August 9, 2023
↗
August 09, 2023
Via
Benzinga
Southern Company Reports Lower Q2 Revenue, Misses Estimates
↗
August 03, 2023
Southern Company (NYSE: SO) reported a
Via
Benzinga
Earnings Scheduled For August 3, 2023
↗
August 03, 2023
Companies Reporting Before The Bell • Cedar Fair (NYSE:FUN) is likely to report quarterly earnings at $1.10 per share on revenue of $512.74 million.
Via
Benzinga
How Is The Market Feeling About Southern?
↗
July 28, 2023
Via
Benzinga
7 Stocks to Buy Now to Beat the Inflation Blues
↗
August 07, 2023
With the Federal Reserve still struggling mightily against elevated consumer prices, these are the stocks to beat inflation.
Via
InvestorPlace
The Southern Company: Buy, Sell, or Hold?
↗
August 04, 2023
Vogtle 3, a new nuclear power plant, was just brought online by Southern. More good news is likely from here.
Via
The Motley Fool
Duke Energy Dividend Stock Analysis
↗
August 04, 2023
Duke Energy Corp. merged with Progress Energy in mid-2012 and is the largest electric power holding company in the U.S., serving more than 7 million customers in six states.
Via
Talk Markets
3 Attractive Utilities Stocks to Snap Up Right Now
↗
July 30, 2023
These top-tier utility stocks are among the best ways investors can position their portfolios defensively heading into 2024.
Via
InvestorPlace
Accenture, Fastly And 2 Other Stocks Insiders Are Selling
↗
July 25, 2023
The Nasdaq 100 closed higher on Monday. Investors, meanwhile, focused on some notable insider trades.
Via
Benzinga
8 Analysts Have This to Say About Southern
↗
July 21, 2023
Via
Benzinga
A Look Into Southern's Debt
↗
July 17, 2023
Via
Benzinga
Looking Into Southern's Recent Short Interest
↗
July 12, 2023
Via
Benzinga
Analyst Ratings for Southern
↗
June 08, 2023
Via
Benzinga
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
Could Bill Gates Beat Elon Musk and Tesla at Their Own Game?
↗
July 13, 2023
Gates invested in a company that could change the way electricity is stored.
Via
The Motley Fool
Should You Invest In Convertible Bonds?
↗
July 10, 2023
In simpler terms, a convertible bond is a bond that can be converted into shares of stock.
Via
Talk Markets
Why I Just Bought This 4% Yielding Dividend King
↗
July 06, 2023
I've been looking for a new utility stock and this Dividend King should be a great foundational addition.
Via
The Motley Fool
Friday's ETF Winners And Losers: Large-Cap Returns - XLE Gains 3.5% On The Week
↗
June 30, 2023
We performed a screening of large-cap ETFs - defined as having Assets Under Management (AUM) over $10 billion - to determine what funds had the largest positive and negative returns on the week,...
Via
Benzinga
8 Analysts Have This to Say About Southern
↗
June 08, 2023
Via
Benzinga
Where Southern Stands With Analysts
↗
May 16, 2023
Via
Benzinga
Capitol Hill to Wall Street: An In-Depth Look into Zoe Lofgren's Stock Trading Activity
↗
June 09, 2023
Over the past 3 months, House Representative Zoe Lofgren has executed a total of 192 transactions in the stock market, trading a total of $262,192 worth of stock. Of the 192 transactions all of them...
Via
Benzinga
Goldman Sachs On 10 Utilities Stocks: What To Buy, Sell And Is Neutral
↗
June 09, 2023
Shares of companies in the utilities sector were under pressure in early trading on Friday. The next phase for U.S. utilities has begun, with many companies becoming “decarbonization enablers” and...
Via
Benzinga
3 Passive Income Powerhouses to Buy in June
↗
June 09, 2023
Investing in equal parts of this basket of stocks and ETFs produces a dividend yield of 3.4%.
Via
The Motley Fool
Benzinga's Top Ratings Upgrades, Downgrades For June 8, 2023
↗
June 08, 2023
Via
Benzinga
Nvidia, Coinbase And 2 Other Stocks Insiders Are Selling
↗
June 07, 2023
The S&P 500 closed slightly higher on Tuesday. Investors, meanwhile, focused on some notable insider trades.
Via
Benzinga
What Types Of Stocks Are Good To Buy During A Recession?
↗
May 20, 2023
Although we can find a sliver of good news here and there, the gist of the matter is that both the cost of living crisis, inflation, and the Fed’s raising of interest rates aren’t coming to a close any...
Via
Talk Markets
7 Safe ETFs to Shield Your Portfolio From Market Turmoil
↗
May 15, 2023
During this troubled season, investors should improve their odds for investment success with these safe ETFs to buy.
Via
InvestorPlace
NextEra Energy: Buy, Sell, or Hold?
↗
May 15, 2023
The giant utility is telling investors to expect more growth ahead, which should please investors interested in dividend growth.
Via
The Motley Fool
3 of the Safest Energy Stocks to Buy in a Bear Market
↗
May 14, 2023
If you are looking for reliable income, this trio of energy stocks has rewarded dividend investors through thick and thin.
Via
The Motley Fool
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