Menu
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
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 Buy Currently
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
Sample Portfolio
Sample Portfolio Analysis
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 sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
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
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
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Latest News about CWT
Recent news which mentions CWT
California Water Q2 EPS Jumps 27%
August 05, 2025
Tickers
CWT
Tags
Market News
Recent Press Releases
CWT
From
Motley Fool
Cal Water (CWT) Q2 2025 Earnings Call Transcript
August 04, 2025
Tickers
CWT
Tags
CWT
Recent Press Releases
Market News
From
Motley Fool
Here Are All the Dividend Kings Beating the S&P 500 in 2025 -- and the 2 That Are the Best Stocks to Buy Now
May 05, 2025
Tickers
ABBV
ABM
ABT
ADP
Tags
ABT
JNJ
GPC
From
Motley Fool
This Northrop Grumman Analyst Is No Longer Bearish; Here Are Top 5 Upgrades For Friday
April 11, 2025
Tickers
AXP
BAH
CWT
HII
Tags
News
Market News
HII
From
Benzinga
This Water Utility Stock Trades At A Discount: Analyst
December 11, 2024
Tickers
AWR
CWT
NEWS
Tags
CWT
Expert Ideas
Analyst Color
From
Benzinga
3 Dividend Kings to Buy Now for a Lifetime of Passive Income
August 27, 2024
Tickers
CWT
EMR
ITW
Tags
Recent Press Releases
CWT
EMR
From
Motley Fool
7 Recession-Proof Dividend Stocks to Buy Before the Next Crash
August 12, 2024
Tickers
ATO
CL
CLX
CWT
Tags
CWT
Stocks to Buy
NYSE:ATO,NYSE:CL,NYSE:CLX,NYSE:CWT,NYSE:ED,NASDAQ:EVRG,NYSE:KMB
From
InvestorPlace
The Park Fire Rages On: Which Companies Could Be Affected By California's Fourth-Largest Wildfire Ever?
August 08, 2024
Tickers
CWT
MCY
PCG
THG
Tags
weather
MCY
Events
From
Benzinga
CWT Stock Earnings: California Water Servs Gr Beats EPS, Beats Revenue for Q2 2024
August 01, 2024
Tickers
CWT
Tags
Earnings Reports
CWT
NYSE:CWT
From
InvestorPlace
The 3 Most Undervalued Water Stocks to Buy in July 2024
July 12, 2024
Tickers
CWCO
CWT
PNR
Tags
Stocks to Buy
CWT
NYSE:PNR,NASDAQ:CWCO,NYSE:CWT
From
InvestorPlace
7 Water Stocks to Buy Now: June 2024
June 22, 2024
Tickers
AWK
CWT
MSEX
PNR
Tags
NYSE:AWK,NYSE:WTRG,NYSE:XYL,NYSE:PNR,OTCMKTS:VEOEY,NASDAQ:MSEX,NYSE:CWT
AWK
VEOEY
From
InvestorPlace
CWT Stock Earnings: California Water Servs Gr Beats EPS, Beats Revenue for Q1 2024
April 25, 2024
Tickers
CWT
Tags
Market News
Earnings Reports
CWT
From
InvestorPlace
If You Like Boeing Stock Down 23.9% This Year, Then You'll Love These 2 Dividend Payers
March 14, 2024
Tickers
BA
CWT
DE
Tags
Recent Press Releases
BA
CWT
From
Motley Fool
Recap: California Water Servs Gr Q4 Earnings
February 29, 2024
Tickers
CWT
Tags
Market News
Earnings
Benzinga
From
Benzinga
California Water Servs Gr Earnings Preview
February 28, 2024
Tickers
CWT
Tags
Earnings
Market News
Benzinga
From
Benzinga
Aligning Strategies with Market Realities: California Water Servs Gr Addresses Performance Pressure for Investor Benefit during Decreased ProfitsCalifornia Water Servs Gr: Weathering Market Challenges
February 23, 2024
Tickers
CWT
WTRG
Tags
Benzinga
Market News
BZI/DP
From
Benzinga
Thursday Is Your Last Chance To Buy California Water Servs Gr Before The Dividend Payout
October 31, 2023
Tickers
CWT
Tags
CWT
BZI/ExDiv
Benzinga
From
Benzinga
A Preview Of California Water Servs Gr's Earnings
October 25, 2023
Tickers
CWT
Tags
Earnings
Market News
Benzinga
From
Benzinga
3 Stocks Ready to Rocket on These Global Mega Trends
September 28, 2023
Tickers
ASML
CWT
IDXX
Tags
Market News
ASML
NASDAQ:IDXX,NYSE:CWT,NASDAQ:ASML
From
InvestorPlace
Sustaining Growth Momentum: California Water Servs Gr Continues to Excel and Reports Rising Profits
August 18, 2023
Tickers
CWT
WTRG
Tags
Market News
Benzinga
Dividends
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For July 28, 2023
July 28, 2023
Tickers
ARBB
ASML
ASX
BFST
Tags
BLTE
OC
TCBX
From
Benzinga
California Water Servs Gr's Earnings Outlook
July 26, 2023
Tickers
CWT
Tags
BZI/EP
CWT
Benzinga
From
Benzinga
These 6 Utilities Are Highly Elite Dividend Kings
July 21, 2023
Tickers
AWR
BKH
CWT
NFG
Tags
Market News
NFG
NWN
From
Motley Fool
Score These 3 Oversold Dividend Kings Now for Majestic Long-Term Profits
July 07, 2023
Tickers
CWT
SJW
TR
Tags
Stocks to Buy
NYSE:CWT,NYSE:SJW,NYSE:TR
CWT
From
InvestorPlace
Benzinga's Top Ratings Upgrades, Downgrades For June 28, 2023
June 28, 2023
Tickers
AAP
AEL
AMED
ARRY
Tags
Market News
BDTX
BZI/Ratings
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For June 14, 2023
June 14, 2023
Tickers
ACLS
ADC
AEIS
AFRM
Tags
GLPI
SG
IFF
From
Benzinga
4 Dividend Stocks to Play Defense
May 31, 2023
Tickers
CL
COST
CWT
MCD
Tags
MCD
Market News
CL
From
InvestorPlace
The 7 Most Promising Water Industry Stocks to Buy in 2023
April 30, 2023
Tickers
AWK
CWT
PRMW
SJW
Tags
CWT
Stocks to Buy
SMR
From
InvestorPlace
California Water Service Replaces Existing Credit Agreement, Extends Terms For Additional Five Years
April 04, 2023
Tickers
CWT
Tags
Market News
Financing
News
From
Benzinga
The 7 Best Water Utility Stocks to Buy for Portfolio Diversification
March 18, 2023
Tickers
AWK
CWT
MSEX
SJW
Tags
WTRG
CWT
Stocks to Buy
From
InvestorPlace
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.