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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
MARKET RESEARCH
Featured Quarterly Newsletter
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American Electric Power
(NQ:
AEP
)
116.91
+0.98 (+0.85%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 9, 2026
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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.
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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
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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%...
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Benzinga
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January 13, 2025
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American Electric Stock Rises Pre-Market As Analysts Cheer Stake Sale, CFO Appointment: Retail Signals More Upside
↗
January 13, 2025
Retail sentiment on Stocktwits flipped to bullish as American Electric rallied on analyst confidence post-Transcos deal and Trevor Mihalik's appointment as CFO.
Via
Stocktwits
American Electric Power Sells 19.9% Stake In Two Transmission Assets For $2.82B: Details
↗
January 10, 2025
American Electric Power has entered into a $2.82 billion deal with KKR and PSP Investments with respece to a 19.9% stake in its Ohio and Indiana & Michigan Transmission Companies.
Via
Benzinga
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January 03, 2025
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Bloom Energy Stock Sees RS Rating Lift Off To 97 Amid AEP Deal
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November 18, 2024
Bloom Energy stock saw a positive improvement to its Relative Strength (RS) Rating on Monday, soaring from 63 to 97.
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