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home
about us
Investment Approach
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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
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Event Schedule
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Event Schedule
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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
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Dominion Resources
(NY:
D
)
64.11
-0.35 (-0.55%)
Streaming Delayed Price
Updated: 3:21 PM EDT, Sep 15, 2026
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Dominion Energy vs. GE Vernova: Which Utilities Stock Is a Better Buy in 2026?
↗
September 14, 2026
One trades on steady cash generation and regulated returns, while the other bets on explosive demand for equipment. Their financial profiles tell starkly different stories.
Via
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NextEra Energy and Dominion Energy announce transformational Virginia benefits package that puts customers first and positions the Commonwealth as a global energy leader
September 14, 2026
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Better Energy Play: NextEra vs. Constellation Energy
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September 03, 2026
With varying approaches to growing their businesses, both companies have something different to offer investors.
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Dominion Energy (NYSE:D) Shows Textbook Breakout Setup With Perfect Technical Strength
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July 13, 2026
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I'd Rather Bet on AI's Electric Bill Than Its Chips. Here's Why.
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August 29, 2026
Technology changes fast, but electricity doesn't.
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2 Dividend Stocks Compounding Quietly While Oil Headlines Distract Everyone
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August 25, 2026
Brookfield Renewable and NextEra Energy are well-insulated from volatile oil prices.
Via
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Energy
2 Midstream Dividend Stocks Actually Worth the Yield Right Now, Led By Energy Transfer
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August 20, 2026
Energy Transfer and Enbridge are reliable, income-generating pipeline stocks.
Via
The Motley Fool
Topics
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Energy
Dominion Energy Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Dominion Energy, Inc. - D
August 17, 2026
From
Kahn Swick & Foti, LLC
Via
Business Wire
Dominion Energy Charitable Foundation Fall Grant Cycle Now Open
August 10, 2026
From
Dominion Energy
Via
Business Wire
Forget Chips: AI Is Now a Power Trade. These 2 Dividend-Paying Industrials Prove It.
↗
August 10, 2026
NextEra Energy and OneOK are supplying power to boost the growth of AI data centers and deliver above-average dividends.
Via
The Motley Fool
Topics
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This Top Nuclear Energy Dividend Stock Could Turn $1,000 Into a Lifetime Income Stream
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August 01, 2026
NextEra Energy is about to become the second-largest nuclear energy company in the United States.
Via
The Motley Fool
Dominion Energy Q2 Earnings Call Highlights
↗
July 31, 2026
Dominion Energy (NYSE:D) reported second-quarter 2026 operating earnings of $0.79 per share, including $0.03 per share from renewable natural gas 45Z credits, while GAAP earnings were $0.37 per share....
Via
MarketBeat
Topics
Earnings
Energy
Dominion Energy Announces Second-Quarter 2026 Results
July 31, 2026
From
Dominion Energy
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Powering Up: NextEra and Brookfield Build an Off-Grid Empire
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July 30, 2026
NextEra Energy and Brookfield are using dedicated power for a Kentucky AI campus as grid limits and data center moratoriums lift utilities’ leverage.
Via
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Oklo Is Down Over 75% From Its High. It's Still Not the Best Nuclear Stock to Buy.
↗
July 29, 2026
Oklo remains a very risky way to play the nuclear power resurgence.
Via
The Motley Fool
Topics
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Energy
Dominion Energy Declares Quarterly Dividend of 66.75 Cents
July 28, 2026
From
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Business Wire
Dominion Energy Offers Tips to Save Energy and Money this Summer
July 28, 2026
From
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NextEra Energy Is Becoming the Utility Sector's Biggest AI Power Bet -- Here Are the Numbers That Prove It
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July 28, 2026
NextEra Energy is becoming a major player in AI power.
Via
The Motley Fool
Topics
Artificial Intelligence
Energy
Want to Be a Millionaire? Buy These 3 Stocks and Hold for 20 Years
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July 24, 2026
These stocks aren't moonshot bets. They're steady compounders.
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The Motley Fool
Topics
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3 Dividend Stocks That Could Turn $5,000 Apiece Into $1 Million by 2066
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July 22, 2026
These dividend stocks have been wealth-creating machines over the years.
Via
The Motley Fool
Topics
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Economy
NextEra Energy Plans to Spend $59 Billion in Annual Capex Through 2032. Will This Massive Capital Outlay Pay Dividends for Shareholders?
↗
July 18, 2026
NextEra Energy is a utility giant, and capital spending is what drives the company's long-term growth.
Via
The Motley Fool
Topics
Artificial Intelligence
NextEra Energy and Dominion Energy file to combine, building a stronger company to meet growing power demand across four of America’s fastest-growing states while keeping energy affordable and reliable
July 15, 2026
From
Dominion Energy
Via
Business Wire
The AI-Driven Rise in Power Bills Are Causing a $25 Billion Problem for Utility Stocks
↗
July 14, 2026
The electricity demand from data centers is straining the power grid and pushing power prices higher, leading to unpaid utility bills.
Via
The Motley Fool
Topics
Artificial Intelligence
Nobody Is Talking About This Dividend King Stock. Here's Why It's a Screaming Buy Right Now.
↗
July 11, 2026
This Dividend King has an above-average yield and a growth-oriented merger in the works.
Via
The Motley Fool
Dominion Energy Schedules Second-Quarter 2026 Earnings Call
July 09, 2026
From
Dominion Energy
Via
Business Wire
AI is Driving Utilities to Spend a Record $240 Billion in 2026. Buy These Stocks to Capitalize on the Power Surge.
↗
July 04, 2026
Artificial intelligence consumes significant amounts of power, and utilities will have to spend heavily to meet demand.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
NextEra’s Dominion Deal Could Put It at the Center of the AI Power Race
↗
June 30, 2026
NextEra Energy's $67 billion Dominion acquisition bolsters its AI infrastructure position, but CEG offers nearly 48% upside versus NEE's 13%, per analyst estimates.
Via
MarketBeat
Topics
Artificial Intelligence
Dividend Stock Showdown: NextEra Energy vs. Dominion Energy -- Which Should You Own?
↗
June 27, 2026
NextEra Energy is buying Dominion, but the deal is probably a year away from completion.
Via
The Motley Fool
Topics
Artificial Intelligence
Solar Beats Coal for the First Time: 3 Dividend Stocks to Buy Now
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June 27, 2026
Solar power generated more electricity than coal in May; this could be a sign to buy clean energy stocks.
Via
The Motley Fool
Topics
Energy
Why Oklo Stock Keeps Going Down
↗
June 24, 2026
Nuclear momentum seems to be shifting to prefer big nuclear reactors instead of small ones.
Via
The Motley Fool
Topics
Government
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