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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
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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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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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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
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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
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EVENTS
FIP
Event Schedule
TAM
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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
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Southern Co
(NY:
SO
)
97.15
-0.44 (-0.45%)
Official Closing Price
Updated: 7:00 PM EDT, Apr 10, 2026
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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
Analyst Ratings for Southern
↗
July 18, 2022
Analysts have provided the following ratings for Southern (NYSE:SO) within the last quarter:
Via
Benzinga
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
Where Southern Stands With Analysts
↗
June 22, 2022
Analysts have provided the following ratings for Southern (NYSE:SO) within the last quarter:
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
Southern: Q1 Earnings Insights
↗
April 28, 2022
Southern (NYSE:SO) reported its Q1 earnings results on Thursday, April 28, 2022 at 07:30 AM. Here's what investors need to know about the announcement.
Via
Benzinga
Where Southern Stands With Analysts
↗
April 20, 2022
Southern (NYSE:SO) has observed the following analyst ratings within the last quarter:
Via
Benzinga
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
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
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Benzinga
Alibaba, Tencent To Post Lack-Luster Quarterly Results As Domestic Regulatory Crackdown Takes A Toll
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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
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Stock Wars: ChargePoint Vs. Volta
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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.
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Benzinga
Southern's Return On Capital Employed Overview
↗
May 02, 2022
According to Benzinga Pro, during Q1, Southern (NYSE:SO) earned $991.00 million, a 450.18% increase from the preceding quarter. Southern also posted a total of $6.65 billion in sales, a 15.28% increase...
Via
Benzinga
Morning Brief: Top Financial Stories Dominating on Friday, April 29
↗
April 29, 2022
CNBC Hertz Chief Sees Business Travel Recovery Choking Already Strained Used Car Supply Hertz Global Holdings, Inc (NASDAQ: HTZ) chief Stephen Scherr saw a recovery in business...
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Benzinga
US Solar Industry Warns Against Slowdown Due To Tariffs On Solar Panel Imports
↗
April 29, 2022
The U.S. solar industry cautioned against a significant slowdown in project installations in 2022 triggered by global supply chain disruptions and new U.S. tariffs on panel...
Via
Benzinga
A Preview Of Southern's Earnings
↗
April 27, 2022
Southern (NYSE:SO) is set to give its latest quarterly earnings report on Thursday, 2022-04-28. Here's what investors need to know before the announcement. Analysts estimate that Southern will report...
Via
Benzinga
Earnings Scheduled For April 28, 2022
↗
April 28, 2022
Companies Reporting Before The Bell • PBF Energy (NYSE:PBF) is projected to report quarterly earnings at $0.26 per share on revenue of $8.24 billion.
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For April 26, 2022
↗
April 26, 2022
Upgrades According to Susquehanna, the prior rating for Boyd Gaming Corp (NYSE:BYD) was changed from Neutral to Positive. At the moment, the stock has a 52-week-high of $72.72 and a 52-week-low of...
Via
Benzinga
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 For EV Infrastructure Expansion
↗
April 11, 2022
Volta Inc (NYSE: VLTA) has launched PredictEV fleet, a machine learning and artificial intelligence (AI) solution for infrastructure planning. Using advanced AI and...
Via
Benzinga
Volta Launches PredictEV® Fleet Product to Accelerate Transition of Commercial Fleets to Electric Vehicles
April 11, 2022
From
Volta Inc.
Via
Business Wire
Dividend Income Update March 2022
↗
April 08, 2022
The start of every month is exciting for all dividend income investors as we look back at the previous month and see how much passive dividend income our portfolios generated.
Via
Talk Markets
Benzinga's Top Ratings Upgrades, Downgrades For April 7, 2022
↗
April 07, 2022
Upgrades
Via
Benzinga
A Peek Into The Markets: US Stock Futures Mixed Ahead Of Jobless Claims, Fed Speakers
↗
April 07, 2022
Pre-open movers
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Your Price Level and Strong Stock Update Plan before the Fed Minutes
↗
April 05, 2022
In today's sessions, Treasury Yields spikes as bonds made fresh new 2022 lows in a continued downtrend.
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8 Dividend Increases Expected In April 2022
↗
April 05, 2022
Dividend increases are the name of the game. 2022 is shaping up much like 2021. Dividend growth stocks continue to announce strong dividend increases and help us grow our dividend income.
Via
Talk Markets
Watch For Continued Gains In Shares Of The Southern Company
↗
March 29, 2022
This post contains sponsored advertising content. This content is for informational purposes only and not intended to be investing advice.
Via
Benzinga
7 Green Energy Stocks That’ll Have Investors Cleaning Up for Years to Come
↗
March 24, 2022
Green energy stocks underperformed the market in 2021, but these are good long-term investments to benefit from the energy transition.
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InvestorPlace
Eli Lilly And 3 Other Stocks Sold By Insiders
↗
March 01, 2022
Although US crude oil futures traded higher this morning, there were a few notable insider trades. When insiders sell shares, it indicates their concern in the company’s...
Via
Benzinga
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