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home
about us
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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
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Back Dated Performance Reports
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Total Asset Value (TAV)
TAV Program
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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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
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CMS Energy
(NY:
CMS
)
70.42
+0.49 (+0.70%)
Official Closing Price
Updated: 7:00 PM EST, Jan 2, 2026
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Will Powell Allow Santa on Wall Street?
↗
December 17, 2022
U.S. stocks gave back some of the gains made in the past two weeks. Investors feared the Fed would push interest rates high enough to cause a recession.
Via
Talk Markets
CMS Energy, Wabtec, Mativ And This Defense Stock Index Are CNBC's 'Final Trades'
↗
December 16, 2022
On CNBC’s "Halftime Report Final Trades," Joshua Brown of Ritholtz Wealth Management named iShares U.S.
Via
Benzinga
CMS Energy's Return On Capital Employed Overview
↗
November 01, 2022
According to Benzinga Pro, during Q3, CMS Energy (NYSE:CMS) earned $163.00 million, a 14.79% increase from the preceding quarter. CMS Energy also posted a total of $2.02 billion in sales, a 5.42%...
Via
Benzinga
CMS Energy: Q3 Earnings Insights
↗
October 27, 2022
CMS Energy (NYSE:CMS) reported its Q3 earnings results on Thursday, October 27, 2022 at 07:00 AM. Here's what investors need to know about the announcement. Earnings CMS Energy missed estimated...
Via
Benzinga
Analyst Ratings for CMS Energy
↗
October 19, 2022
CMS Energy (NYSE:CMS) has observed the following analyst ratings within the last quarter:
Via
Benzinga
This Foreboding Sign Looms Over CMS Energy's Chart
↗
October 11, 2022
If history is any guide, there may be trouble ahead for shares of CMS Energy (NYSE:CMS). A so-called "death cross" has formed on its chart and, not surprisingly, this could be bearish for the stock.
Via
Benzinga
Where CMS Energy Stands With Analysts
↗
September 22, 2022
CMS Energy (NYSE:CMS) has observed the following analyst ratings within the last quarter:
Via
Benzinga
Analyst Ratings for CMS Energy
↗
August 23, 2022
CMS Energy (NYSE:CMS) has observed the following analyst ratings within the last quarter:
Via
Benzinga
Recap: CMS Energy Q2 Earnings
↗
July 28, 2022
CMS Energy (NYSE:CMS) reported its Q2 earnings results on Thursday, July 28, 2022 at 08:00 AM. Here's what investors need to know about the announcement.
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For October 6, 2022
↗
October 06, 2022
Upgrades
Via
Benzinga
CMS Energy Earnings Perspective: Return On Capital Employed
↗
August 02, 2022
According to Benzinga Pro, during Q2, CMS Energy (NYSE:CMS) earned $142.00 million, a 58.84% increase from the preceding quarter. CMS Energy's sales decreased to $1.92 billion, a 19.12% change since...
Via
Benzinga
9 Analysts Have This to Say About CMS Energy
↗
July 18, 2022
Within the last quarter, CMS Energy (NYSE:CMS) has observed the following analyst ratings:
Via
Benzinga
Analyst Ratings for CMS Energy
↗
June 23, 2022
Analysts have provided the following ratings for CMS Energy (NYSE:CMS) within the last quarter:
Via
Benzinga
CMS Energy: Q1 Earnings Insights
↗
May 03, 2022
CMS Energy (NYSE:CMS) reported its Q1 earnings results on Tuesday, May 3, 2022 at 08:00 AM. Here's what investors need to know about the announcement.
Via
Benzinga
The 7 Best Utility Stocks to Buy Now
↗
July 27, 2022
These are the best utility stocks to buy in Q3. AWR, CMS, ED, CEG, NI, NRG, and VST can make great investments.
Via
InvestorPlace
CMS Energy's Return on Invested Capital Insights
↗
May 11, 2022
According to Benzinga Pro data CMS Energy (NYSE:CMS) posted a 45.58% decrease in earnings from Q4. Sales, however, increased by 16.77% over the previous quarter to $2.37 billion.
Via
Benzinga
Earnings Preview For CMS Energy
↗
May 02, 2022
CMS Energy (NYSE:CMS) is set to give its latest quarterly earnings report on Tuesday, 2022-05-03. Here's what investors need to know before the announcement. Analysts estimate that CMS Energy will...
Via
Benzinga
CMS Energy Q1 2022 Earnings Conference Call On May 3, 2022 At 09:00 AM ET
↗
April 28, 2022
CMS Energy (NYSE:CMS) will host a conference call at 09:00 AM ET on May 3, 2022, to discuss Q1 2022 earnings results. How to Attend CMS Energy (CMS) Conference Call Follow this link to access the live...
Via
Benzinga
What 6 Analyst Ratings Have To Say About CMS Energy
↗
March 22, 2022
Over the past 3 months, 6 analysts have published their opinion on CMS Energy (NYSE:CMS) stock. These analysts are typically employed by large Wall Street banks and tasked with...
Via
Benzinga
Analyst Ratings For CMS Energy
↗
March 02, 2022
Analysts have provided the following ratings for CMS Energy (NYSE:CMS) within the last quarter: Bullish Somewhat Bullish Indifferent Somewhat Bearish Bearish Total...
Via
Benzinga
CMS Energy: Q4 Earnings Insights
↗
February 03, 2022
CMS Energy (NYSE:CMS) reported its Q4 earnings results on Thursday, February 3, 2022 at 08:00 AM. Here's what investors need to know about the announcement.
Via
Benzinga
Earnings Scheduled For February 3, 2022
↗
February 03, 2022
Companies Reporting Before The Bell • Tuesday Morning (NASDAQ:TUEM) is likely to report earnings for its second quarter.
Via
Benzinga
Expert Ratings For CMS Energy
↗
January 06, 2022
Within the last quarter, CMS Energy (NYSE:CMS) has observed the following anal...
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
Where CMS Energy Stands With Analysts
↗
April 19, 2022
Within the last quarter, CMS Energy (NYSE:CMS) has observed the following analyst ratings:
Via
Benzinga
CMS Energy's Debt Overview
↗
December 23, 2021
Over the past three months, shares of CMS Energy (NYSE:CMS) moved higher by 8.61%. Before we understand the importance of debt, let us look at how much debt CMS Energy has. CMS...
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For April 19, 2022
↗
April 19, 2022
Upgrades
Via
Benzinga
Earnings Outlook For CMS Energy
↗
February 02, 2022
CMS Energy (NYSE:CMS) is set to give its latest quarterly earnings report on Thursday, 2022-02-03. Here's what investors need to know before the announcement. Analysts estimate that CMS Energy will...
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For April 7, 2022
↗
April 07, 2022
Upgrades
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For December 17, 2021
↗
December 17, 2021
Upgrades According to Morgan Stanley, the prior rating for Definitive Healthcare Corp (NASDAQ:
Via
Benzinga
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