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What We Buy Currently
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
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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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Vanguard Utilities ETF
(NY:
VPU
)
188.76
-0.95 (-0.50%)
Official Closing Price
Updated: 8:00 PM EST, Jan 16, 2026
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Duke Energy Powers Up: Beats On Q1 Earnings & Revenue, Reaffirms FY24 Outlook
↗
May 07, 2024
Duke Energy reported Q1 FY24 adjusted EPS of $1.44, beating consensus of $1.38. Revenues also exceeded consensus at $7.67 billion. FY24 outlook reaffirmed, with long-term EPS growth of 5%-7%.
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3 Vanguard ETFs to Buy If You're Looking for Reliable Passive Income
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What's the Best Way to Invest in Stocks Without Any Experience? Try This Index Fund
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Got $500 to Invest in Stocks? Put It in This ETF.
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Vanguard's Utilities ETF has generated high annual returns for decades.
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5 Favorite Sector ETFs Of Q1 Earnings
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April 08, 2024
The first-quarter 2023 earnings season will kick off this week, with the banking sector slated to report numbers.
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Duke Energy's Florida Makeover: New Rates, Solar Investments, And Energy Efficiency Goals
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Duke Energy Florida files for new base rates, reducing fuel rates and offering energy efficiency programs to help customers save on bills.
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3 Utility Stocks to Buy Hand Over Fist in April
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April 03, 2024
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The Fixed Income Fix: 3 Top Funds to Buy Now for Reliable Passive Income
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April 02, 2024
For investors looking for fixed income options in the world of ETFs, explore three top picks that could provide steady, future income streams.
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If Nvidia's Unbelievable Growth Continues, These Undervalued Stocks Will Skyrocket
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Nvidia is expensive, but if it's successful, these stocks will look extremely cheap.
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3 Utility Stocks to Buy Hand Over Fist in January
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January 04, 2024
If you are looking to add some utility exposure to your portfolio in January, you'll want to take a look at these three dividend payers.
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Is Southern Company Stock a Buy?
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December 29, 2023
Southern Company's stock has outperformed the utility sector, but there's a reason why some investors might still want to buy it.
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This Utility Is Making a Smart Move to Lock in Smoother Results. Is It a Buy?
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AEP is shifting its focus on the clean energy front, but in a way that should make its performance far more predictable.
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The Southern Company Just Gave Us a Hint About When Its Dividend Will Grow Again
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December 15, 2023
Although Southern's dividend hasn't stopped growing, it has been crawling for a decade. That's likely to change soon.
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3 ETFs to Buy if You’re Skeptical About Interest Rate Cuts
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December 11, 2023
Although the market anticipates interest rate cuts next year, if you feel differently, these are the smart ETF choices to make.
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Is the $43 Billion Growth Plan Just the Beginning for This High-Yield Dividend Stock?
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November 17, 2023
The Southern Company is seeing an increase in demand that will require the company to invest even more in growth.
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The Good News in Duke Energy's Bad News: Is It a Buy?
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November 17, 2023
Demand for electricity at Duke Energy fell 1.2% in the third quarter, but there are positives underneath that worrying fact.
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Looking for Safe Income? This Stock Raised Its Dividend in the Last 6 Recessions
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November 14, 2023
Black Hills Corporation isn't exciting, but its business is strong and the utility is a reliable dividend payer.
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You Don't Have to Pick a Winner in Utilities: Here's Why
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October 27, 2023
It has been tough sledding in the utility sector, but some stocks have been harder hit than others.
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This High Yielder Is Telling Investors That 2025 Will See an Important Dividend Pivot
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October 14, 2023
Southern Company is on the cusp of a big change in its business, which should support a whole new dividend policy.
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5 Favorite Sectors This Earnings Season - And Their ETFs
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October 11, 2023
There has been a notable improvement in the earnings outlook in recent months, with positive revisions for several key sectors since the start of Q3 helping to offset continued pressure on estimates....
Via
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Topics
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