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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
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Event Schedule
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Read FULL Seminar Here
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home
about us
Investment Approach
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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
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Essential Utilities, Inc. Common Stock
(NY:
WTRG
)
37.23
-0.21 (-0.57%)
Streaming Delayed Price
Updated: 11:38 AM EDT, May 26, 2026
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7 of the Best Infrastructure Stocks for 2022 to Buy Now
↗
January 03, 2022
The $1.2 trillion infrastructure bill has become law. These are seven of the best infrastructure stocks to buy in the month of January.
Via
InvestorPlace
Essential Utilities Inc. Climbs to Annual-High Share Price
↗
December 29, 2021
Shares of Essential Utilities Inc. (NYSE: WTRG) traded at a new 12-month high today of $53.20. So far today approximately 164,000 shares have been exchanged, as compared to an...
Via
Benzinga
Essential Utilities Inc. (WTRG) Climbs to Annual-High Share Price
December 29, 2021
Via
Investor Brand Network
7 of the Best Retirement Stocks to Buy Now for 2022
↗
December 14, 2021
Should the fervor of this year not carry over into 2022, these best retirement stocks could help navigate some of the uncertainty.
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Essential Utilities Appoints Matt Deluhery as National Safety Director
December 08, 2021
From
Essential Utilities Inc.
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For December 8, 2021
↗
December 08, 2021
Upgrades According to Deutsche Bank, the prior rating for Goodyear Tire & Rubber Co (NASD...
Via
Benzinga
Supply Chain Woes and a Labor Shortage Are No Match for These 3 Value Stocks
↗
November 07, 2021
Strong leadership and core fundamentals have helped these companies handle economic challenges better than their peers.
Via
The Motley Fool
Essential Utilities Inc (WTRG) Q3 2021 Earnings Call Transcript
↗
November 01, 2021
WTRG earnings call for the period ending October 1, 2021.
Via
The Motley Fool
Topics
Earnings
Recap: Essential Utilities Q3 Earnings
↗
November 01, 2021
Essential Utilities (NYSE:WTRG) reported its Q3 earnings results on Monday, November 1, 2021 at 08:00 AM. Here's what investors need to know about the announcement....
Via
Benzinga
Essential Utilities Reports Financial Results for Q3 2021
November 01, 2021
From
Essential Utilities Inc.
Via
Business Wire
Preview: Essential Utilities's Earnings
↗
October 29, 2021
Essential Utilities (NYSE:WTRG) is set to give its latest quarterly earnings report on Monday, 2021-11-01. Here's what investors need to know before the announcement. Analysts...
Via
Benzinga
Essential Declares December 2021 Dividend
October 27, 2021
From
Essential Utilities Inc.
Via
Business Wire
Earnings Scheduled For November 1, 2021
↗
November 01, 2021
Companies Reporting Before The Bell • ANI Pharmaceuticals (NASDAQ:ANIP) is expected to report earnings for its third quarter. • Kiniksa Pharmaceuticals (NASDAQ:...
Via
Benzinga
Essential Utilities Recognized as Champion of Board Diversity by The Forum of Executive Women
October 22, 2021
From
Essential Utilities Inc.
Via
Business Wire
Essential Utilities’ Pennsylvania Wastewater Subsidiary Reaches Agreement With City of Beaver Falls to Purchase Municipal Wastewater System Assets
October 21, 2021
From
Essential Utilities Inc.
Via
Business Wire
Essential Utilities to Report Earnings for Q3 2021
September 20, 2021
From
Essential Utilities Inc.
Via
Business Wire
Essential Utilities’ Aqua Illinois Subsidiary Acquires Village of Bourbonnais Assets
September 14, 2021
From
Essential Utilities Inc.
Via
Business Wire
2 Dividend Stocks That Will Pay You for Life
↗
September 14, 2021
Are you looking for steady dividends to stand the test of time? Here are a couple of stocks to consider buying.
Via
The Motley Fool
Topics
Retirement
3 Value Stocks to Buy With $3,000
↗
August 29, 2021
This utility stock, defense giant, and electrical equipment supplier are worth buying on the cheap.
Via
The Motley Fool
Topics
Supply Chain
4 Water Utility Stocks to Watch in a Flourishing Industry
↗
August 21, 2021
A continuous uninterrupted supply of clean potable water and reliable sewer services are essential for healthy and hygienic living.
Via
Talk Markets
Aqua Pennsylvania Files Rate Request Based on Water and Wastewater Infrastructure Repairs and Improvements Statewide
August 20, 2021
From
Aqua Pennsylvania Inc.
Via
Business Wire
Essential Utilities Inc (WTRG) Q2 2021 Earnings Call Transcript
↗
August 05, 2021
WTRG earnings call for the period ending June 30, 2021.
Via
The Motley Fool
Topics
Earnings
Stocks That Hit 52-Week Highs On Thursday
↗
August 05, 2021
On Thursday morning, 159 companies achieved new highs for the year. Things to Consider: The largest company by market cap to break to a new 52-week high was ASML...
Via
Benzinga
Essential Utilities: Q2 Earnings Insights
↗
August 04, 2021
Shares of Essential Utilities (NYSE:WTRG) rose in after-market trading after the company reported Q2 results. Quarterly Results Earnings per share increased 10.34% over the...
Via
Benzinga
Essential Utilities Reports Financial Results for Q2 2021
August 04, 2021
From
Essential Utilities Inc.
Via
Business Wire
A Preview Of Essential Utilities's Earnings
↗
August 03, 2021
Essential Utilities (NYSE:WTRG) unveils its next round of earnings this Wednesday, August 04. Here is Benzinga's everything-that-matters guide for the earnings announcement. What...
Via
Benzinga
Earnings Scheduled For August 4, 2021
↗
August 04, 2021
Companies Reporting Before The Bell • UroGen Pharma (NASDAQ:URGN) is projected to report earnings for its second quarter. • Vericel (NASDAQ:VCEL) is expected to...
Via
Benzinga
Stocks That Hit 52-Week Highs On Tuesday
↗
August 03, 2021
During Tuesday's morning trading, 101 companies set new 52-week highs. Intriguing Points: Nike (NYSE:NKE) was the biggest firm by market cap to hit a new 52-...
Via
Benzinga
Essential Utilities’ Aqua Texas Subsidiary Completes First Acquisition Under New Texas Fair Market Value Law
August 03, 2021
From
Essential Utilities Inc.
Via
Business Wire
Stocks That Hit 52-Week Highs On Friday
↗
July 30, 2021
On Friday morning, 154 companies achieved new highs for the year. Significant Points: The largest company by market cap to break to a new 52-week high was Nike (...
Via
Benzinga
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