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home
about us
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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
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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
Sample Portfolio
Back Dated Performance Reports
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Event Schedule
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Event Schedule
Total Asset Fund (TAF sm) Presentation
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
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Investing During Uncertain Times
Read FULL Seminar Here
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Virtus Reaves Utilities ETF
(NY:
UTES
)
76.92
+0.60 (+0.79%)
Official Closing Price
Updated: 8:00 PM EST, Feb 3, 2026
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January 23, 2026
Daily sales of Erayak's compact, quiet inverter generators jumped more than 20-fold compared to prior weeks.
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National Fuel Expands In Ohio With $2.6 Billion CenterPoint Energy Deal
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October 21, 2025
National Fuel Gas announced a $2.62B acquisition of CenterPoint's Ohio LDC, adding 335,000 customers and shifting toward regulated growth.
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Why Is Vistra Stock Trading Higher On Friday?
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Vistra Corp. (NYSE: VST) to acquire 7 modern natural gas facilities for $1.9B, diversifying their fleet.
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PPL Tops Q1 Estimates, Maintains Outlook With $20 Billion Investment Plan Through 2028
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April 30, 2025
PPL Corporation (NYSE:PPL) reported strong first-quarter earnings, beating revenue and EPS consensus. It expects continued growth and efficiency in the coming years.
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CenterPoint Slips After Q1 Results Reflect Cost Pressures, Offset By Favorable Weather
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April 24, 2025
CenterPoint Energy's adjusted EPS of 53 cents is in line with consensus. The company plans to expand its capital investment and expects 50% increase in electric demand growth in its service territory...
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Utilities Sector Update – Competitive Growth Along With Above-Average Price Stability And Attractive Dividend Yields
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March 28, 2025
Utilities stocks and ETFs have always been attractive for older investors needing income and relative price stability. In the current maelstrom, it may be the only sane place to invest for growth.
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S&P500 Megacap Sempra Cuts Outlook On 'Regulatory Matters And A Higher-Cost Environment,' Stock Tumbles 20%
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February 25, 2025
SRE reported Q4 EPS of $1.50, missing consensus of $1.60. Revenues of $3.758B missed consensus of $4.36B. Annual dividend raised to $2.58 per share. Record 5-yr capital plan of $56B, with 90% for...
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CenterPoint Energy Stays On Track: EPS Rises 25%, Grid Upgrade Planned And More
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February 20, 2025
CenterPoint Energy Inc. reported a 25% increase in adjusted EPS, in line with consensus. Plans for grid resiliency and forecast of 50% electric demand growth in Houston region by 2031.
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PPL Misses EPS Estimates, Raises 3-Year Infrastructure Investment Plan To $20 Billion
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February 13, 2025
PPL Corp reported Q4 FY24 revenue of $2.211B, beating consensus of $2.048B. EPS missed at 34 cents. Dividend raised 6%.
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Xcel Energy Misses Q4 Estimates, Reaffirms FY25 EPS Guidance, Focuses On Grid Modernization
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February 06, 2025
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Constellation Energy Lands Over $1 Billion In GSA Contracts To Power Federal Agencies; Stock Gains
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January 02, 2025
Constellation Energy secures $1B in contracts from U.S. General Services Administration, including a $840M contract, the largest in GSA history.
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Taking Stock Of The Utilities Sector
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December 16, 2024
The performance of the utilities sector has been much better than usual during the past two years.
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Stocks / Equities
5 ETFs That Deserve Special Thanks In 2024
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November 27, 2024
As Americans prepare for Thanksgiving Day, let’s explore the bounty that the investment world holds on this occasion. This can be easily done by screening ETFs that have rewarded investors this year.
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Constellation Energy Q3: Earnings Beat, Revised FY24 EPS Guidance & More
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November 04, 2024
Constellation Energy reported Q3 results, revised EPS guidance below estimates. Sales & EPS beat expectations, driven by nuclear & market conditions.
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Earnings
CenterPoint Energy Q3: Misses On Earnings, But Keeps 2024-2025 Growth Target Strong
↗
October 28, 2024
CenterPoint Energy's third quarter sales & EPS miss expectations. Company reaffirms 2024 guidance & introduces 2025 guidance.
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NextEra Energy Poised For Strong EPS Growth With Renewable Expansion, Says Goldman Sachs Analyst
↗
October 25, 2024
Goldman Sachs analyst raises price target for NextEra Energy, Inc., citing strong demand for renewables and potential for earnings growth.
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Utility ETFs Scaling New Highs Amid Middle East Crisis
↗
October 05, 2024
Amid intensifying tensions in the Middle East, the utility sector, which has become investors' new hot spot this year, continued its solid rally.
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Utilities Outpace S&P 500, Fueled By AI: These 2 Stocks Lead The Charge
↗
September 30, 2024
Utilities have long been a defensive play, but their artificial intelligence adoption has turned them into a growth story.
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Benzinga
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Artificial Intelligence
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5 Sector ETFs That Gained In Double Digits In September
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September 28, 2024
With only a few days left, September, known for being a weak month for markets, is on track to wrap up as a positive month. Rate-cut optimism buoyed the stock market in the final weeks. Here is a look...
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VOO Vs. VTI: Vanguard's S&P 500, Total Stock Market ETFs Hit New Highs As S&P 500 Reaches Record Level
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September 25, 2024
Two popular US stock market ETFs hit all-time highs as S&P 500 reaches record level. Tech-heavy Nasdaq edges up, Dow Jones falls.
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Constellation Energy's Microsoft Deal Sparks Long-Term Growth: Analysts Raise Price Forecasts Amid Nuclear Revival
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September 23, 2024
On Friday, Constellation Energy revealed a 20-year deal with Microsoft. Analysts raise price target on stock, reflecting positive momentum.
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Microsoft Taps Constellation For 20-Year Carbon-Free Power – 3,400 Jobs Coming To Pennsylvania
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September 20, 2024
Constellation Energy signs 20-year power purchase agreement with Microsoft to restart Three Mile Island Unit 1, support carbon-free energy goals. CEG plans to restart TMI Unit 1, which was shut down...
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5 Best-Performing Sector ETFs In Volatile August
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After a turbulent start to August on the tech sell-off, Wall Street recently regained some momentum. However, it continued to witness wild swings throughout the month. Here are some ETFs that braved...
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Why Vistra and Constellation Energy Shares Are Jumping Today
↗
July 31, 2024
Vistra and Constellation Energy stocks rise after PJM's annual power market auction results.
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Benzinga
Three Mile Island Facility Rising From The Ashes? Constellation Energy In Talks for Restart: Report
↗
July 03, 2024
Constellation Energy may restart part of its Three Mile Island nuclear facility with help from Pennsylvania officials, mirroring Michigan's $1.5 billion loan. Decision on restart depends on various...
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Benzinga
Solar Power Surge In the South: NextEra, Entergy Team Up for 4.5GW Of Renewable Energy
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June 10, 2024
A five-year joint development deal was announced between NextEra Energy, Inc. subsidiary and Entergy Corporation to accelerate the development of new solar and energy storage projects.
Via
Benzinga
Sempra Rethinks Bechtel For Cameron LNG Expansion As Costs Surge: Report
↗
May 13, 2024
Sempra revisits Bechtel for Cameron LNG project due to rising costs. Other U.S. LNG projects also affected.
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PG&E Posts Mixed Bag Of Q1 Earnings, Plows Billions Into Safety
↗
April 25, 2024
PG&E Corporation reported $5.86B Q1 revenue, missing consensus. Electric rev. grew to $4.05B, gas declined to $1.81B. Adjusted EPS $0.37, higher than $0.35 consensus. FY24 guidance $1.33-$1.37 vs....
Via
Benzinga
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