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home
about us
Investment Approach
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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
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
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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
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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
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Articles published by Essential Utilities Inc.
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Essential Utilities Reports Financial Results for Q2 2024
August 05, 2024
From
Essential Utilities Inc.
Via
Business Wire
Tickers
WTRG
Essential Declares 6% Dividend Increase
July 31, 2024
From
Essential Utilities Inc.
Via
Business Wire
Tickers
WTRG
Essential Utilities to Report Earnings for Q2 2024
June 28, 2024
From
Essential Utilities Inc.
Via
Business Wire
Tickers
WTRG
Essential Utilities Named a Leader in Climate Action by USA TODAY
May 30, 2024
From
Essential Utilities Inc.
Via
Business Wire
Tickers
WTRG
Essential Utilities Celebrates the Success of Its Month-Long 2024 Earth Day Celebration
May 29, 2024
From
Essential Utilities Inc.
Via
Business Wire
Tickers
WTRG
Essential Utilities Recognized as Best Commercial Fleet in Americas by the National Fleet Management Association
May 17, 2024
From
Essential Utilities Inc.
Via
Business Wire
Tickers
WTRG
Essential Utilities Reports Financial Results for Q1 2024
May 02, 2024
From
Essential Utilities Inc.
Via
Business Wire
Tickers
WTRG
Essential Utilities Announces Election of Christopher Bruner and Tamara Linde to Board of Directors
May 02, 2024
From
Essential Utilities Inc.
Via
Business Wire
Tickers
WTRG
Essential Utilities Names Natalie Chesko as New President of Aqua New Jersey
April 18, 2024
From
Essential Utilities Inc.
Via
Business Wire
Tickers
WTRG
Essential Utilities Launches Third Annual Earth Day Celebration
April 17, 2024
From
Essential Utilities Inc.
Via
Business Wire
Tickers
WTRG
Essential Utilities and Employees Team Up for $800,000 Donation to United Way
April 05, 2024
From
Essential Utilities Inc.
Via
Business Wire
Tickers
WTRG
Essential Utilities to Report Earnings for Q1 2024
March 25, 2024
From
Essential Utilities Inc.
Via
Business Wire
Tickers
WTRG
Essential Utilities Reports Financial Results for Full-Year 2023 and Announces Guidance
February 22, 2024
From
Essential Utilities Inc.
Via
Business Wire
Tickers
WTRG
Essential Utilities to Report Earnings for Full-Year 2023
February 02, 2024
From
Essential Utilities Inc.
Via
Business Wire
Tickers
WTRG
Essential Declares March 2024 Dividend
December 12, 2023
From
Essential Utilities Inc.
Via
Business Wire
Tickers
WTRG
Essential Utilities Reports Financial Results for Q3 2023
November 06, 2023
From
Essential Utilities Inc.
Via
Business Wire
Tickers
WTRG
Essential Utilities Announces Election of Roderick K. West to Board of Directors
October 27, 2023
From
Essential Utilities Inc.
Via
Business Wire
Tickers
WTRG
Essential Utilities Reports Financial Results for Q2 2023
August 07, 2023
From
Essential Utilities Inc.
Via
Business Wire
Tickers
WTRG
Essential Utilities’ Aqua Pennsylvania Subsidiary Acquires Shenandoah Water System
July 27, 2023
From
Essential Utilities Inc.
Via
Business Wire
Tickers
WTRG
Essential Utilities Announces Lower Needs for Common Equity in 2023 and Announces Plans to Report Earnings For Second Quarter 2023
July 13, 2023
From
Essential Utilities Inc.
Via
Business Wire
Tickers
WTRG
Essential Utilities’ Aqua Ohio Subsidiary Acquires Union Rome Sewer System
July 10, 2023
From
Essential Utilities Inc.
Via
Business Wire
Tickers
WTRG
Essential Utilities Reports Financial Results for Q1 2023
May 08, 2023
From
Essential Utilities Inc.
Via
Business Wire
Tickers
WTRG
Essential Utilities’ Aqua Pennsylvania Agrees to Purchase Greenville Wastewater System for $18 Million
May 01, 2023
From
Essential Utilities Inc.
Via
Business Wire
Tickers
WTRG
Essential Utilities Kicks Off Second Annual Earth Day 2023 as It Also Celebrates Its Third Anniversary
April 12, 2023
From
Essential Utilities Inc.
Via
Business Wire
Tickers
WTRG
Essential Utilities to Report Earnings for Q1 2023
March 30, 2023
From
Essential Utilities Inc.
Via
Business Wire
Tickers
WTRG
Essential Declares June 2023 Dividend
February 22, 2023
From
Essential Utilities Inc.
Via
Business Wire
Tickers
WTRG
Essential Utilities Reaffirms 2022 Guidance, Announces 2023 and Long-term Guidance and Plans to Report Earnings for Full-year 2022
January 11, 2023
From
Essential Utilities Inc.
Via
Business Wire
Tickers
WTRG
Essential Utilities’ Aqua Ohio Subsidiary Reaches Agreement to Purchase Union Rome Wastewater System from Lawrence County
January 11, 2023
From
Essential Utilities Inc.
Via
Business Wire
Tickers
WTRG
Essential Utilities Selling West Virginia Gas Utility Assets to Hope Gas Pending Regulatory Approval
January 03, 2023
From
Essential Utilities Inc.
Via
Business Wire
Tickers
WTRG
Essential declares March 2023 dividend
December 07, 2022
From
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Via
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