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TSL's Turnkey Operation Platform
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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
)
87.01
-0.21 (-0.24%)
Official Closing Price
Updated: 7:00 PM EST, Jan 9, 2026
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Benzinga's Top Ratings Upgrades, Downgrades For October 24, 2022
↗
October 24, 2022
Upgrades
Via
Benzinga
Southern Company Needs To Examine Its Portfolio: Why This Analyst Is Bullish
↗
October 20, 2022
The completion of the Vogtle 3 nuclear load is a “major milestone” for Southern Co (NYSE: SO) and indicates that the commencement of the Unit is now imminent, according to KeyBanc Capital Markets.
Via
Benzinga
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
Expert Ratings for Southern
↗
October 06, 2022
Within the last quarter, Southern (NYSE:SO) has observed the following analyst ratings:
Via
Benzinga
8 Analysts Have This to Say About Southern
↗
September 14, 2022
Within the last quarter, Southern (NYSE:SO) has observed the following analyst ratings:
Via
Benzinga
Where Southern Stands With Analysts
↗
August 22, 2022
Analysts have provided the following ratings for Southern (NYSE:SO) within the last quarter:
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For October 20, 2022
↗
October 20, 2022
Upgrades
Via
Benzinga
Take-Two Interactive To Surge Around 38%? Plus Baird Predicts $475 For This Stock
↗
October 06, 2022
Goldman Sachs raised the price target on Take-Two Interactive Software, Inc. (NASDAQ: TTWO) from $131 to $165. Goldman Sachs analyst Eric Sheridan also upgraded the stock from Neutral to Buy. Take-Two...
Via
Benzinga
The U.S. Utilities Decarbonization Index
↗
September 21, 2022
With the Biden administration targeting a zero-emissions power sector for the U.S. by 2035, how are the nation’s largest electric power providers faring in terms of decarbonization?
Via
Talk Markets
Southern: Q2 Earnings Insights
↗
July 28, 2022
Southern (NYSE:SO) reported its Q2 earnings results on Thursday, July 28, 2022 at 07:30 AM. Here's what investors need to know about the announcement.
Via
Benzinga
Analyst Ratings for Southern
↗
July 18, 2022
Analysts have provided the following ratings for Southern (NYSE:SO) within the last quarter:
Via
Benzinga
7 Blue-Chip Stocks to Buy for Safety in This Volatile Market
↗
September 17, 2022
Market volatility has investors looking for blue-chip stocks to buy for safety. These seven ought to be at the top of your list.
Via
InvestorPlace
These Stocks Are Set To Double In?
↗
August 26, 2022
Investors have the best chance for success when they have realistic expectations about their investments.
Via
Talk Markets
Netflix Price Target Cut By This Analyst, Plus Morgan Stanley Predicts $403 For McKesson
↗
August 22, 2022
UBS cut the price target for Coupa Software Incorporated (NASDAQ: COUP) from $84 to $76. Coupa Software shares fell 4.9% to $64.44 in pre-market trading.
Via
Benzinga
7 Stocks That Win When the Fed Hikes Interest Rates
↗
August 18, 2022
Data can help investors find good stocks to buy when rates are rising. These seven stocks are in sectors that perform well during such times.
Via
InvestorPlace
The 7 Best Fidelity Funds for Retirees
↗
August 07, 2022
These are the best Fidelity funds for retirees. FCNTX, FDIG, FXAIX, FSPHX, FSUTX, FSMO and FDVLX can make great buys in August.
Via
InvestorPlace
Where Southern Stands With Analysts
↗
June 22, 2022
Analysts have provided the following ratings for Southern (NYSE:SO) within the last quarter:
Via
Benzinga
Why This Southern Company Analyst Is Turning Bullish
↗
August 04, 2022
Following the NRC approval, Southern Co.’s (NYSE: SO) subsidiary Georgia Power is not ready to initiate fuel load at Vogtle Unit 3 and subsequently move to commercial operations, according to UBS.
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For August 4, 2022
↗
August 04, 2022
Upgrades
Via
Benzinga
eBay To $59? Plus Goldman Sachs Predicts This PT For Costco Wholesale
↗
August 04, 2022
Piper Sandler cut the price target for eBay Inc. (NASDAQ: EBAY) from $63 to $59. eBay shares rose 0.5% to $50.75 in pre-market trading.
Via
Benzinga
Southern's Return On Capital Employed Insights
↗
August 02, 2022
According to Benzinga Pro, during Q2, Southern (NYSE:SO) earned $1.09 billion, a 9.89% increase from the preceding quarter. Southern also posted a total of $7.21 billion in sales, a 8.39% increase...
Via
Benzinga
Earnings Scheduled For July 28, 2022
↗
July 28, 2022
Companies Reporting Before The Bell • ArcelorMittal (NYSE:MT) is estimated to report earnings for its second quarter.
Via
Benzinga
7 Best Funds for Conservative Investors
↗
July 25, 2022
The best funds for conservative investors limit the downside relative to more growth-oriented investments. Here are seven for your watchlist.
Via
InvestorPlace
7 Best Stocks for College Graduates
↗
July 20, 2022
The young, college-age investor would do well to consider these equities. These are among the best stocks for college graduates.
Via
InvestorPlace
Disney To $125? Here's The Biggest Price Target Changes For Thursday
↗
June 30, 2022
Stifel cut SMART Global Holdings, Inc. (NASDAQ: SGH) price target from $45 to $32. SMART Global shares fell 13.1% to $17.62 in pre-market trading.
Via
Benzinga
7 Retirement Stocks to Buy for a Bear Market
↗
June 16, 2022
These are the best retirement stocks to buy for a bear market since the prices are low but the dividend is predictable.
Via
InvestorPlace
Expert Ratings for Southern
↗
May 23, 2022
Over the past 3 months, 7 analysts have published their opinion on Southern (NYSE:SO) stock. These analysts are typically employed by large Wall Street banks and tasked with understanding a company's...
Via
Benzinga
Morning Brief: Top Financial Stories Dominating on Tuesday, May 17
↗
May 17, 2022
Reuters KKR To Scoop This Power Company At 36% Premium
Via
Benzinga
Alibaba, Tencent To Post Lack-Luster Quarterly Results As Domestic Regulatory Crackdown Takes A Toll
↗
May 17, 2022
Fastest growing companies like Alibaba Group Holding Limited (NYSE: BABA) and Tencent Holding Ltd (OTC: TCEHY) are struggling to keep up with even the most staid utilities amid
Via
Benzinga
Stock Wars: ChargePoint Vs. Volta
↗
May 04, 2022
Benzinga’s weekly Stock Wars matches up two leaders in a major industry sector with the goal of determining which company is the better investment.
Via
Benzinga
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