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home
about us
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Market Analysis Summary
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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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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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Peering Into Southern's Recent Short Interest
↗
February 13, 2025
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...
Via
Benzinga
Topics
Artificial Intelligence
ETFs
AI Stocks And The Energy Sector’s Role In Powering The Next Tech Revolution
↗
January 30, 2025
In this article we’ll explore the synergy between AI companies and energy stocks, examining how both sectors are intertwined, and which stocks in each category are poised for growth in the coming...
Via
Talk Markets
Topics
Artificial Intelligence
Stocks / Equities
Top 3 Utilities Stocks You May Want To Dump In January
↗
January 28, 2025
Via
Benzinga
Why DeepSeek Just Deep-Sixed U.S. AI Stocks
↗
January 27, 2025
AI has been revolutionary and has transformative potential, but its reliance on infrastructure is a hurdle on the road to almost-guaranteed profits for investors.
Via
Talk Markets
Topics
Artificial Intelligence
Stocks / Equities
Looking Into Southern's Recent Short Interest
↗
December 02, 2024
Via
Benzinga
How Is The Market Feeling About Southern?
↗
November 11, 2024
Via
Benzinga
Southern Company (SO) Dividend Stock Analysis
↗
January 24, 2025
Southern Company is an Atlanta-based energy holding company and is one of the largest producers of electricity in the U.S.
Via
Talk Markets
Topics
Stocks / Equities
Southern Power Grids Face Historic Winter Test As Snow Blankets Gulf Coast: 5 Utilities To Watch
↗
January 21, 2025
Unprecedented winter storm strikes southern US, blanketing the region in snow and causing widespread power outages and transportation disruptions.
Via
Benzinga
Here’s How To Play The “Big Bounce”
↗
January 16, 2025
What had been a tape on life support roared back - violently - the second traders perceived inflation was cooling off.
Via
Talk Markets
Topics
Bonds
Economy
Futures
3 Top Nuclear Stocks to Buy in January
↗
January 04, 2025
Nuclear energy is gaining momentum as a solution for rising energy demand in a world trying to reduce its carbon footprint.
Via
The Motley Fool
Down 8%, 9%, and 13% in 3 Months, these 3 High-Yield Dividend Stocks Are Buys in December
↗
December 23, 2024
Via
The Motley Fool
A Look Ahead: Southern's Earnings Forecast
↗
October 30, 2024
Via
Benzinga
Looking Into Southern's Recent Short Interest
↗
October 14, 2024
Via
Benzinga
3 Dividend Stocks Up 8%, 16%, and 17% So Far in 2024 to Buy in December
↗
December 22, 2024
Investing in equal parts of these dividend stocks produces an average yield of 4%.
Via
The Motley Fool
Curtiss-Wright Corp.: A Nuclear Energy Growth Play To Put On Your Radar Screen
↗
December 01, 2024
Nuclear energy appears to be having its time in the sun. Many large tech companies and AI investors think nuclear energy is uniquely positioned to power data centers. One such company that is poised to...
Via
Talk Markets
Topics
Artificial Intelligence
Stocks / Equities
A Once-in-a-Decade Investment Opportunity: 1 Little-Known Vanguard Index Fund to Buy for the Artificial Intelligence (AI) Boom
↗
November 21, 2024
Via
The Motley Fool
Topics
Artificial Intelligence
The Ultimate High-Yield Utility Stock to Buy With $1,000 Right Now
↗
November 17, 2024
Via
The Motley Fool
3 Unstoppable Dividend Stocks Yielding More Than 3% to Buy Now
↗
November 08, 2024
These passive income powerhouses use dividends to pass along profits directly to shareholders.
Via
The Motley Fool
Hurricane Rafael Hits Cuba As Category 3 Storm: Stocks To Watch As Storm Heads Into Gulf Of Mexico
↗
November 06, 2024
Hurricane Rafael made landfall in Cuba as a Category 3 storm on Wednesday. Here's a look at what stocks could be affected as the hurricane takes aim at the Gulf of Mexico.
Via
Benzinga
Southern Company Q3: Revenue Misses, But EPS Beats Expectations with Strong Utility Gains
↗
October 31, 2024
Southern Company reported a 4.2% increase in Q3 operating revenue to $7.274 billion, missing expectations. Adjusted EPS beat estimates.
Via
Benzinga
This Vanguard Index Fund Is a Once-in-a-Decade Buying Opportunity for the Artificial Intelligence (AI) Boom
↗
October 31, 2024
Artificial intelligence could drive the greatest increase in U.S. electricity demand since the beginning of the century.
Via
The Motley Fool
Topics
Artificial Intelligence
Stocks Tumble, Nasdaq 100 Selloffs As Tech Giants Disappoint, Crypto Companies Plummet: What's Driving Markets Thursday?
↗
October 31, 2024
Risk aversion swept across markets on Thursday as investor disappointment over third-quarter tech earnings triggered the steepest drop in major U.S. indices in nearly two months.
Via
Benzinga
3 High-Yielding Dividend Stocks That Can Be Ideal Buys for Retirees
↗
October 25, 2024
These stocks yield between 2.8% and 3.3% in dividends.
Via
The Motley Fool
All It Takes Is $900 Invested in Coca-Cola and Each of These 2 Super-Safe Dividend Stocks to Help Generate Over $80 in Passive Income Per Year
↗
October 21, 2024
Investing in reliable dividend stocks can be an excellent strategy for risk-averse investors.
Via
The Motley Fool
Is Cameco a Millionaire Maker?
↗
October 14, 2024
Cameco could be positioned to take advantage of a boom in the nuclear power industry. But investors need to remember one key fact.
Via
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3 Dividend Stocks Yielding Around 3% That You Can Buy Right Now for Durable and Growing Income
↗
October 13, 2024
These companies have excellent records of paying and growing their higher-yielding dividends.
Via
The Motley Fool
IBD's Three Most Sustainable Companies In 11 Industry Categories
↗
October 11, 2024
ESG investing is out. Long live sustainable investing, powered by green stocks like Oracle, Moody's and more. Here are the industry leaders.
Via
Investor's Business Daily
Sustainability Of Energy Stocks Is Clouded By 2024 Election Uncertainty
↗
October 11, 2024
Here's what investors should know about what's at stake for sustainable companies.
Via
Investor's Business Daily
IBD's 100 Most Sustainable Companies For 2024
↗
October 11, 2024
Looking for the best green investments? IBD's 100 Most Sustainable Companies combine high sustainability scores and superior stock ratings.
Via
Investor's Business Daily
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