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home
about us
Investment Approach
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Team Biographies
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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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
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Essential Utilities, Inc. Common Stock
(NY:
WTRG
)
38.57
UNCHANGED
Official Closing Price
Updated: 7:00 PM EST, Dec 26, 2025
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Press Releases about Essential Utilities, Inc. Common Stock
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Halper Sadeh LLC Encourages AWK, WTRG, SEMR, MBCN Shareholders to Contact the Firm to Discuss Their Rights
December 20, 2025
Shareholders should contact the firm as there may be limited time to enforce your rights.
From
Halper Sadeh LLC
Via
GlobeNewswire
Essential Utilities Shows Holiday Spirit Announcing More than $1.2 Million in Donations Through Two Major Campaigns
December 18, 2025
From
Essential Utilities Inc.
Via
Business Wire
Aqua Pennsylvania Installs PFAS Treatment to Protect Drinking Water for Thousands of Customers in Bucks County
December 15, 2025
From
Aqua Pennsylvania
Via
Business Wire
Essential Utilities Named to Newsweek’s List of America’s Most Responsible Companies for Fifth Straight Year
December 03, 2025
From
Essential Utilities Inc.
Via
Business Wire
Halper Sadeh LLC Encourages WTRG, RNA, TCBX Shareholders to Contact the Firm to Discuss Their Rights
November 22, 2025
Shareholders should contact the firm immediately as there may be limited time to enforce your rights
From
Halper Sadeh LLC
Via
GlobeNewswire
Aqua Indiana Breaks Ground on Historic Midwest Wastewater Treatment Plant Expansion Project in Fort Wayne
November 17, 2025
From
Aqua Indiana
Via
Business Wire
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Essential Utilities, Inc. (NYSE – WTRG), Cadence Bank (NYSE – CADE), Avidity Biosciences, Inc. (Nasdaq – RNA), Plymouth Industrial REIT, Inc. (NYSE – PLYM)
November 06, 2025
From
Brodsky & Smith LLC
Via
GlobeNewswire
Essential Utilities Reports Third Quarter 2025 Results
November 04, 2025
From
Essential Utilities Inc.
Via
Business Wire
WTRG Stock Alert: Halper Sadeh LLC Is Investigating Whether the Sale of Essential Utilities, Inc. Is Fair to Shareholders
October 28, 2025
From
Halper Sadeh LLC
Via
Business Wire
Essential Utilities Investor Alert By The Former Attorney General Of Louisiana: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Essential Utilities, Inc. - WTRG
October 27, 2025
From
Kahn Swick & Foti, LLC
Via
Business Wire
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Essential Utilities, Inc. (NYSE – WTRG), Cadence Bank (NYSE – CADE), Avidity Biosciences, Inc. (Nasdaq – RNA), Plymouth Industrial REIT, Inc. (NYSE – PLYM)
October 27, 2025
From
Brodsky & Smith LLC
Via
GlobeNewswire
WTRG Stock Alert: Halper Sadeh LLC is Investigating Whether the Sale of Essential Utilities, Inc. is Fair to Shareholders
October 27, 2025
Shareholders should contact the firm immediately as there may be limited time to enforce your rights
From
Halper Sadeh LLC
Via
GlobeNewswire
American Water and Essential Utilities to Merge as a Leading Regulated U.S. Water and Wastewater Utility
October 27, 2025
From
American Water Works Company, Inc. and Essential Utilities, Inc.
Via
Business Wire
Essential Declares December 2025 Dividend
October 23, 2025
From
Essential Utilities Inc.
Via
Business Wire
Essential Utilities to Report Earnings for Q3 2025
October 22, 2025
From
Essential Utilities, Inc.
Via
Business Wire
Aqua Pennsylvania Awarded $35 Million in PENNVEST Funding for PFAS Treatment at Delaware County Water Plant
October 20, 2025
From
Essential Utilities, Inc.
Via
Business Wire
Essential Utilities Highlights Sustainability Progress in 2024 Report
October 16, 2025
From
Essential Utilities Inc.
Via
Business Wire
Essential Utilities Names Sadzi Martha Oliva as President of Aqua Indiana
September 08, 2025
From
Essential Utilities Inc.
Via
Business Wire
Essential Utilities to Invest $26 Million in Major Data Center in Western Pennsylvania
August 27, 2025
From
Essential Utilities, Inc.
Via
Business Wire
Essential Utilities Celebrates 20th Anniversary of National Water Quality Month
August 04, 2025
From
Essential Utilities Inc.
Via
Business Wire
One Call, Zero Regrets: Essential Utilities Reminds You to Call 811 Before You Dig
August 04, 2025
From
Essential Utilities, Inc.
Via
Business Wire
Essential Utilities Reports Strong Second Quarter 2025 Results
July 31, 2025
From
Essential Utilities Inc.
Via
Business Wire
Essential Utilities Announces Dividend Increase
July 30, 2025
From
Essential Utilities, Inc.
Via
Business Wire
Aqua Pennsylvania Acquires City of Beaver Falls Wastewater System in Beaver County
July 22, 2025
From
Essential Utilities, Inc.
Via
Business Wire
Pennsylvania Energy & Innovation Summit Shows Bright Future for Keystone State, Essential Utilities’ Gas Infrastructure Will Support American Energy Dominance
July 17, 2025
From
Essential Utilities, Inc.
Via
Business Wire
Essential Utilities to Report Earnings for Q2 2025
July 14, 2025
From
Essential Utilities Inc.
Via
Business Wire
Essential Utilities Names Daniel Ramirez-Cisneros as President of Aqua Texas
July 02, 2025
From
Essential Utilities Inc.
Via
Business Wire
Essential Utilities Recognized among the 50 Most Community-Minded Businesses in the Greater Philadelphia Region
July 01, 2025
From
Essential Utilities Inc.
Via
Business Wire
Essential Utilities Reports Strong First Quarter 2025 Results, 2025 Guidance and Long-Term Targets Affirmed
May 12, 2025
From
Essential Utilities Inc.
Via
Business Wire
Aqua Pennsylvania Awarded $17.3 Million in Funding to Remove PFAS from Drinking Water, Replace Lead Service Lines
May 09, 2025
From
Essential Utilities, Inc.
Via
Business Wire
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