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home
about us
Investment Approach
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Market Analysis Summary
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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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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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
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Edison International
(NY:
EIX
)
60.51
-0.11 (-0.18%)
Official Closing Price
Updated: 7:00 PM EST, Jan 6, 2026
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The DIY EV Portfolio: 7 Stocks From Ground to Garage
↗
October 24, 2023
EV stocks are having a tough time this year, and EV investors should instead expand their scope to cover the entire industry's value chain.
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Walgreens To Rally Around 42%? Here Are 10 Top Analyst Forecasts For Monday
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October 23, 2023
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page
Via
Benzinga
Analyst Ratings for Edison Intl
↗
October 17, 2023
Via
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Peering Into Edison Intl's Recent Short Interest
↗
October 16, 2023
Via
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Edison International Commences Tender Offers to Purchase Its 5.00% Fixed-Rate Reset Cumulative Perpetual Preferred Stock, Series B and 5.375% Fixed-Rate Reset Cumulative Perpetual Preferred Stock, Series A For a Maximum Aggregate Purchase Price…
October 11, 2023
From
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Via
Business Wire
(EIX) - Analyzing Edison Intl's Short Interest
↗
September 20, 2023
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Benzinga
The Latest Analyst Ratings for Edison Intl
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September 06, 2023
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Looking Into Edison Intl's Recent Short Interest
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September 04, 2023
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Q4 Stock Predictions: 3 Utility Stocks Ready to Roar Into 2024
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October 09, 2023
Stock predictions increasingly suggest that utility stocks are deeply undervalued at the moment making them a steal for investors.
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Advisory for Wednesday, Nov. 1: Edison International to Hold Conference Call on Third Quarter 2023 Financial Results
October 04, 2023
From
Edison International
Via
Business Wire
The Grid Must Grow Quickly to Achieve California’s Net-Zero Goal by 2045
September 19, 2023
From
Edison International
Via
Business Wire
Edison International, Southern California Edison Declare Q3 Dividends
August 24, 2023
From
Edison International
Via
Business Wire
Peering Into Edison Intl's Recent Short Interest
↗
August 16, 2023
Via
Benzinga
The Latest Analyst Ratings for Edison Intl
↗
August 15, 2023
Via
Benzinga
Looking Into Edison Intl's Recent Short Interest
↗
July 26, 2023
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For August 23, 2023
↗
August 23, 2023
Via
Benzinga
Analyst Says It As A 'Buy' In The Electrification Era, Upgrades Edison's Stock
↗
August 22, 2023
Mizuho Securities analyst Anthony Crowdell upgraded Edison International (NYSE: EIX) to Buy from Neutral at an increased price target
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For August 22, 2023
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August 22, 2023
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3 Sorry Dividend Stocks to Sell in August Before It’s Too Late
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August 17, 2023
Even high-yield dividend stocks aren't the safe haven some investors see them as, and these three have fundamental weaknesses.
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Benzinga's Top Ratings Upgrades, Downgrades For August 15, 2023
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August 15, 2023
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Growth Stocks Vs. Dividend Growth Stocks: Which Is Better For You?
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August 05, 2023
A look at the differences between investing in growth stocks vs. dividend growth stocks and how the concept of valuation plays a role in both types of investments.
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Edison International Reports Second Quarter 2023 Results
July 27, 2023
From
Edison International
Via
Business Wire
(EIX) - Analyzing Edison Intl's Short Interest
↗
July 07, 2023
Via
Benzinga
The 3 Best Energy Stocks to Buy in July
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July 06, 2023
Record heat waves, economic rebound and a lagging sector could mean these energy stocks will be on fire in July.
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July 21, 2023
Why invest in dying dividend stocks if their business can’t support them? This article looks at 3 stocks to sell while you still can.
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Shell & BP File Lawsuit Against Venture Global, Claim Billions Of Dollars Sales Loss: Report
↗
July 12, 2023
Shell PLC (NYSE: SHEL) and BP PLC (NYSE: BP) have reportedly filed arbitration claims separately against the U.S.
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Benzinga's Top Ratings Upgrades, Downgrades For July 7, 2023
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July 07, 2023
Via
Benzinga
The 3 Most Undervalued Renewable Energy Stocks to Buy Now: June 2023
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June 30, 2023
Renewable energy stocks took a beating in 2022, but the sector is rebounding. In June 2023, these stocks remain undervalued.
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Edison Intl: Dividend Insights
↗
June 28, 2023
Via
Benzinga
Advisory for Thursday, July 27, 2023: Edison International to Hold Conference Call on Second Quarter 2023 Financial Results
June 28, 2023
From
Edison International
Via
Business Wire
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