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home
about us
Investment Approach
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Value Proposition
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
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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Featured Quarterly Newsletter
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American Electric Power
(NQ:
AEP
)
131.11
+1.01 (+0.78%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Mar 30, 2026
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Stocks Fall On Trade Concerns, Oil And Gold Rally: What's Driving Markets Tuesday?
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May 06, 2025
Wall Street edged lower by midday Tuesday as uncertainty surrounding trade policies lingered, with investors adopting a cautious approach ahead of Wednesday’s Federal Reserve meeting.
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Earnings Scheduled For February 13, 2025
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February 13, 2025
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Looking Into American Electric Power's Recent Short Interest
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January 29, 2025
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American Electric Power (NASDAQ:AEP) Shows Strong Technical Breakout Potential
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May 01, 2025
American Electric Power (NASDAQ:AEP) Shows Strong Technical Breakout Potential
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A Look Into American Electric Power Inc's Price Over Earnings
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April 23, 2025
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April 15, 2025
These utility stocks offer substantial dividend income, a smoother ride for shareholders, and sneaky long-term growth potential.
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Uneven Profit Takes Away From Bloom Energy’s Bullish Headlines
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April 10, 2025
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Wall Street Falls On Weak Economic Data As Oil Slumps To $58: What's Driving Markets Wednesday
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April 30, 2025
Wall Street traded lower on the final session of the month, heading for its third consecutive monthly loss as economic data began reflecting the impact of Trump tariffs.
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Is American Electric Power Gaining or Losing Market Support?
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April 09, 2025
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Bloom Energy Is Getting a $2.5 Billion Boost From Artificial Intelligence (AI). Is the Stock a Buy?
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April 05, 2025
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Ohio Rep. David Taylor Bought Over $8K Worth of Amazon.com Stock: Here's What You Should Know
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Utilities Sector Update – Competitive Growth Along With Above-Average Price Stability And Attractive Dividend Yields
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March 28, 2025
Utilities stocks and ETFs have always been attractive for older investors needing income and relative price stability. In the current maelstrom, it may be the only sane place to invest for growth.
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March 28, 2025
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'Our GPUs Are Melting,' OpenAI's Altman Warns — Could US Natural Gas Power AI Revolution?
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March 27, 2025
The AI boom is straining US energy infrastructure, but natural gas may help meet the growing demand. Gas-fired power plants provide reliable and flexible electricity for data centers.
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Stocks Rise Despite Hot Producer Inflation, Intel Soars, Bitcoin Drops Below $96,000: What's Driving Markets Thursday?
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February 13, 2025
Wall Street climbed on Thursday, even as the Producer Price Index (PPI) sharply exceeded estimates in January, reigniting concerns over persistent inflationary pressures.
Via
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American Electric Misses Q4 Revenue Expectations, Reaffirms FY25 Guidance: Stock Edges Lower, Retail Sentiment Worsens
↗
February 13, 2025
AEP expects 8% to 9% annual total load growth between 2025 and 2027, and by the end of the decade, it expects its new load to rise to 20 gigawatts.
Via
Stocktwits
American Electric Power Misses On Revenue, Tops Profit Forecasts, Reaffirms 2025 Outlook (CORRECTED)
↗
February 13, 2025
AEP reports Q4 revenue of $4.70B, missing consensus of $4.88B. Total energy distribution & commercial load rose. FY25 adjusted EPS reaffirmed at $5.75-$5.95.
Via
Benzinga
3 ETFs To Navigate Utility Stock Volatility As DeepSeek Challenges Power Demand Forecasts
↗
January 30, 2025
AI's impact on electricity demand is uncertain with the emergence of DeepSeek, causing confusion among investors and leading to a sell-off in power stocks. Less sensitive ETFs include XLU, RSPU, and...
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Top 3 Utilities Stocks You May Want To Dump In January
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January 28, 2025
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Bloom Energy: Powering the Future With Decentralized Energy
January 25, 2025
Bloom Energy's fuel cell solutions are transforming the energy sector with sustainable decentralized power generation.
Via
MarketBeat
Topics
Energy
American Electric Power Stock Upgraded To Buy At Guggenheim, Analysts Expect Utilities To Outperform In 2025: Retail Turns Bullish
↗
January 23, 2025
This comes days after Evercore analysts upgraded their price target on the stock to $102 from $96, underlining tailwinds such as rising electricity demand and moderating inflation.
Via
Stocktwits
American Electric Power Stock Sees RS Rating Improve To 72
↗
January 14, 2025
American Electric Power stock saw a positive improvement to its Relative Strength (RS) Rating on Tuesday, with an upgrade from 67 to 72.
Via
Investor's Business Daily
American Electric Power Is Attractive Going Forward, Analyst Double-Upgrades Stock
↗
January 13, 2025
Bank of America Securities analyst Julien Dumoulin-Smith upgraded American Electric Power to a Buy rating and raised the price target to $104, up from $98. The upgrade follows AEP's sale of a 19.9%...
Via
Benzinga
This Caterpillar Analyst Is No Longer Bearish; Here Are Top 5 Upgrades For Monday
↗
January 13, 2025
Via
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