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 SRE
Recent news which mentions SRE
< Previous
1
2
3
4
5
6
7
8
9
10
Next >
Monday Is Your Last Chance To Buy Sempra Energy Before The Dividend Payout
September 21, 2023
Tickers
SRE
Tags
Dividends
Market News
SRE
From
Benzinga
Looking Into Sempra Energy's Recent Short Interest
September 20, 2023
Tickers
SRE
Tags
Benzinga
Short Ideas
BZI/SHORTHIST
From
Benzinga
Cramer Warns Investors About This AI Company Up 146% YTD: 'Too Much Hype, Too Much Fluff'
September 20, 2023
Tickers
AI
BHVN
GTLS
JKHY
Tags
AI
Media
Long Ideas
From
Benzinga
3 Stocks to Buy as Rate-Cut Hopes Power Them Higher
September 18, 2023
Tickers
KELYA
MCD
SBUX
SRE
Tags
NASDAQ:SBUX,NYSE:MCD,NYSE:SRE,NASDAQ:KELYA
SBUX
Stocks to Buy
From
InvestorPlace
The 3 Most Undervalued Utilities Stocks to Buy in September 2023
September 14, 2023
Tickers
ETR
FE
SRE
Tags
FE
Market News
NYSE:FE,NYSE:SRE,NYSE:ETR
From
InvestorPlace
Worried About a Stock Market Sell-Off? Consider This Ultra-Safe High-Yield ETF
September 10, 2023
Tickers
AEP
CEG
D
DUK
Tags
Recent Press Releases
SRE
SO
From
Motley Fool
(SRE) - Analyzing Sempra Energy's Short Interest
September 04, 2023
Tickers
SRE
Tags
SRE
Trading Ideas
Short Sellers
From
Benzinga
7 Reliable Retirement Stocks to Secure a Golden Future
August 28, 2023
Tickers
IBM
JNJ
KO
KR
Tags
Stocks to Buy
SRE
KO
From
InvestorPlace
Morgan Stanley Maintains Equal-Weight Rating for Sempra Energy: Here's What You Need To Know
August 23, 2023
Tickers
SRE
Tags
BZI/AAR/UPDATE
Market News
Analyst Ratings
From
Benzinga
‘The sharks are still there.’ Stock market’s decline is just beginning, this top fund manager says
August 21, 2023
Tickers
CVX
DUK
EXC
FCX
Tags
XOM
PG
PM
From
MarketWatch
Looking Into Sempra Energy's Recent Short Interest
August 18, 2023
Tickers
SRE
Tags
Market News
BZI/SHORTHIST
Short Ideas
From
Benzinga
7 Dividend Stocks to Buy as Investor Sentiment Falters
August 14, 2023
Tickers
ABBV
HD
IBM
JNJ
Tags
KVUE
SRE
Stocks to Buy
From
InvestorPlace
7 Analysts Have This to Say About Sempra Energy
August 04, 2023
Tickers
SRE
Tags
Analyst Ratings
Market News
BZI/AAR
From
Benzinga
Earnings Scheduled For August 3, 2023
August 03, 2023
Tickers
MYGN
MYPS
NET
NGVC
Tags
XPOF
Benzinga
RRR
From
Benzinga
How Is The Market Feeling About Sempra Energy?
August 02, 2023
Tickers
SRE
Tags
Benzinga
Short Ideas
BZI/SHORTHIST
From
Benzinga
7 Boring Stocks That Can Thrive When Interest Rates Rise
August 02, 2023
Tickers
AFL
COST
DLTR
GO
Tags
SRE
Stocks to Buy
COST
From
InvestorPlace
Stocks in this in this left-behind sector are expected to rally as much as 33%
July 19, 2023
Tickers
AEE
AEP
AES
AMZN
Tags
XLU
COMP
BX:TMUBMUSD03M
From
MarketWatch
(SRE) - Analyzing Sempra Energy's Short Interest
July 13, 2023
Tickers
SRE
Tags
SRE
Trading Ideas
Short Sellers
From
Benzinga
The 7 Best Retirement Stocks to Buy in July
July 09, 2023
Tickers
ALB
BG
IBM
IP
Tags
IBM
Market News
ALB
From
InvestorPlace
5 Analysts Have This to Say About Sempra Energy
July 07, 2023
Tickers
SRE
Tags
Benzinga
SRE
Market News
From
Benzinga
7 Stocks to Buy Now if You Still Think a Recession Is Ahead
July 03, 2023
Tickers
ADM
CL
FIVE
KR
Tags
Market News
CL
Uncategorized
From
InvestorPlace
U.S. LNG Projects Advance Even as Global Prices Slump
June 27, 2023
Tickers
ASIA
BCF
COP
CQP
Tags
CQP
Cheniere
demand
From
ETF Trends
3 Stocks that Make Sense in a Confusing Market
June 18, 2023
Tickers
AFL
KR
SRE
Tags
SRE
Stocks to Buy
Market News
From
InvestorPlace
Goldman Sachs On 10 Utilities Stocks: What To Buy, Sell And Is Neutral
June 09, 2023
Tickers
AEP
D
DUK
ED
Tags
Benzinga
EXC
ED
From
Benzinga
What 5 Analyst Ratings Have To Say About Sempra Energy
June 08, 2023
Tickers
SRE
Tags
Benzinga
SRE
Analyst Ratings
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For June 8, 2023
June 08, 2023
Tickers
ABNB
AEP
ALKT
AMZN
Tags
CARR
TD
XEL
From
Benzinga
7 Names to Buy as Stock Market Crash Fears Fester
June 05, 2023
Tickers
AAP
CVR
DLTR
FIVE
Tags
DLTR
Stocks to Buy
CVR
From
InvestorPlace
Too much debt coming due and not much cash on hand: These 10 companies face a rough year ahead
June 01, 2023
Tickers
ABNB
AEE
AMZN
ATVI
Tags
VMW
SWK
AEE
From
MarketWatch
Amazon, Activision, GE, Costco. Cash is now king and these companies have plenty, says Jefferies
June 01, 2023
Tickers
AAPL
ABNB
AEE
AI
Tags
CE
ATVI
JWN
From
MarketWatch
The 7 Best Dividend Stocks to Buy for Your Grandchildren
May 29, 2023
Tickers
ADM
CL
CVX
IBM
Tags
NYSE:ADM,NYSE:CL,NYSE:SRE,NASDAQ:MSFT,NYSE:IBM,NYSE:IRM,NYSE:CVX
CL
IBM
From
InvestorPlace
< Previous
1
2
3
4
5
6
7
8
9
10
Next >
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.