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Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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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A Bullish Sign Appears On Southern's Chart
↗
May 12, 2023
Via
Benzinga
3 High-Yield Dividend Stocks That Are No-Brainer Buys
↗
May 10, 2023
Whether it's reliable income or turnaround appeal, there's a dividend stock here that should tickle your fancy.
Via
The Motley Fool
Looking Into Southern's Return On Capital Employed
↗
May 02, 2023
Via
Benzinga
8 Analysts Have This to Say About Southern
↗
April 28, 2023
Via
Benzinga
Southern Company's Q1 Results Top Estimates
↗
April 27, 2023
Via
Benzinga
2 High-Yielding Dividend Stocks That Just Boosted Their Payouts
↗
April 27, 2023
These are ideal stocks for long-term investors who crave dividends.
Via
The Motley Fool
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
Expert Ratings for Southern
↗
March 02, 2023
Via
Benzinga
Earnings Scheduled For February 16, 2023
↗
February 16, 2023
Companies Reporting Before The Bell • RELX (NYSE:RELX) is estimated to report earnings for its Fiscal Year 2022. • Coca-Cola Europacific (NASDAQ:CCEP) is expected to report earnings for its Fiscal Year...
Via
Benzinga
Earnings Preview For Southern
↗
February 15, 2023
Via
Benzinga
Earnings Scheduled For April 27, 2023
↗
April 27, 2023
Companies Reporting Before The Bell • Cazoo Gr (NYSE:CZOO) is expected to report earnings for its first quarter.
Via
Benzinga
Analyst Ratings for Southern
↗
January 30, 2023
Via
Benzinga
2024 Looks Like It Will be a Very Good Year for Southern Company
↗
April 26, 2023
Southern Company just hit a huge milestone with a major capital investment project, setting 2024 up to be a good year.
Via
The Motley Fool
Benzinga's Top Ratings Upgrades, Downgrades For April 20, 2023
↗
April 20, 2023
Via
Benzinga
RPM International, Rambus And 2 Other Stocks Insiders Are Selling
↗
April 12, 2023
The Nasdaq Composite closed lower on Tuesday. Investors, meanwhile, focused on some notable insider trades.
Via
Benzinga
Top 5 Utilities Stocks That You May Want To Dump In Q2
↗
April 06, 2023
The most overbought stocks in the utilities sector presents an opportunity to go short on these overvalued companies.
Via
Benzinga
Nuclear Power Gets A Boost In The United States
↗
April 02, 2023
The U.S. has been the world’s leading producer of nuclear energy, with a 29% global share in 2021. However, after rapid growth from 1965 to 2000, nuclear power growth in the U.S. has been stalled for...
Via
Talk Markets
You Can't Control Inflation, But You Can Control What You Do About It
↗
March 19, 2023
Although most long-term investors rightly shrug off inflation's temporary effect, for some people a little portfolio tweaking makes sense.
Via
The Motley Fool
Is NextEra Energy Stock a Buy?
↗
March 17, 2023
NextEra Energy has extended its expectations for growth by another year, and the outlook remains very positive.
Via
The Motley Fool
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
3 High-Yield Dividend Stocks That Generate More Passive Income Than a 10-Year Treasury Note
↗
March 12, 2023
These beautifully boring companies are just what passive income investors may be looking for.
Via
The Motley Fool
Here's Why The Southern Company Is a No-Brainer Dividend Stock
↗
March 10, 2023
The giant U.S. utility is nearly done building a pair of nuclear power plants and is hinting that dividend growth could start to pick up.
Via
The Motley Fool
3 Winning Stocks to Buy No Matter What the Market Is Doing
↗
March 09, 2023
The market goes up, and it goes down, but there are some companies that just keep chugging along and paying generous dividends.
Via
The Motley Fool
A Bull Market Is Coming: 3 Stocks Near Their 52-Week Lows to Buy Now
↗
March 08, 2023
It may only be a matter of time before these stocks start to rally.
Via
The Motley Fool
The 7 Best Utility Stocks to Buy as Yields Rise
↗
February 28, 2023
With the Fed poised to raise interest rates to combat stubborn inflation, investors should consider the best utility stocks to buy.
Via
InvestorPlace
The 7 Best ETFs for Whatever Lies Ahead
↗
February 27, 2023
With rising uncertainties negatively impacting market sentiment, investors may want to spread their bets with the best ETFs to buy.
Via
InvestorPlace
Ten Biggest Utilities With Over 50% Gross Margin
↗
February 20, 2023
Profits for utility companies vary widely depending on region to region. Despite this, the utility sector enjoys relatively high-profit margins, primarily due to barriers to entry and other legislative...
Via
Talk Markets
US Foods, Applied Materials And 3 Stocks To Watch Heading Into Thursday
↗
February 16, 2023
With US futures trading slightly higher this morning on Thursday, some of the stocks that may grab investor focus today are as follows:
Via
Benzinga
Investor Optimism Improves Further Following Retail Sales Report
↗
February 16, 2023
The CNN Money Fear and Greed index showed slight improvement in the overall sentiment among US investors. The Nasdaq recorded gains for three sessions in a row as investors digested the recent retail...
Via
Benzinga
Is Verizon Your Next Dividend Stock? What You Should Know Before Buying
↗
January 29, 2023
A lot of debt and a history of underperformance are just two concerns.
Via
The Motley Fool
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