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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
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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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Back Dated Performance Reports
Quarterly Performance Reports
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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
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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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Event Schedule
Market Value Securities (MVS sm) Presentation
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Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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PG&E Corp
(NY:
PCG
)
16.13
-0.68 (-4.05%)
Official Closing Price
Updated: 7:00 PM EDT, May 15, 2026
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Keep Cool and Beat the Heat with Energy Saving Tips this Summer
August 11, 2021
From
Pacific Gas and Electric Company
Via
Business Wire
A Look Into Utilities Sector Value Stocks
↗
August 11, 2021
Understanding Value Stocks A value stock is traditionally defined in terms of how investors in the marketplace are valuing that company's future growth prospects. Low P/E...
Via
Benzinga
Analyzing PG&E's Unusual Options Activity
↗
August 10, 2021
Shares of PG&E (NYSE:PCG) saw some unusual options activ...
Via
Benzinga
On National 811 Day, Homeowners and Contractors Reminded to Call 811 to Help Keep Their Communities and Neighborhoods Safe
August 10, 2021
From
Pacific Gas and Electric Company
Via
Business Wire
PG&E Briefs Financial Community on the Company’s 2021 Wildfire Mitigation Work and Future Infrastructure Plans
August 09, 2021
From
Pacific Gas and Electric Company
Via
Business Wire
Understanding PG&E's Unusual Options Activity
↗
August 03, 2021
On Tuesday, shares of PG&E (NYSE:PCG) saw unusual option...
Via
Benzinga
Understanding PG&E's Unusual Options Activity
↗
July 30, 2021
On Friday, shares of PG&E (NYSE:PCG) saw unusual options...
Via
Benzinga
PG&E Partners with American Red Cross to Support Customers, Communities Impacted by Recent Wildfires in Northern California
August 09, 2021
From
Pacific Gas and Electric Company
Via
Business Wire
With National 811 Day Approaching, Homeowners and Contractors Reminded to Call 811 to Help Keep their Communities and Neighborhoods Safe
August 05, 2021
From
Pacific Gas and Electric Company
Via
Business Wire
5 Value Stocks In The Utilities Sector
↗
August 04, 2021
Understanding Value Stocks A value stock traditionally has a lower price when compared to stock prices of companies in the same industry. This indicates that the company may be...
Via
Benzinga
PG&E Outlines Additional Safety Measures It Is Deploying to Help with Historic Drought Impacts and Growing Wildfire Risk in California
August 03, 2021
From
Pacific Gas and Electric Company
Via
Business Wire
Earnings Scheduled For July 29, 2021
↗
July 29, 2021
Companies Reporting Before The Bell • Smith & Nephew (NYSE:SNN) is projected to report earnings for its second quarter. • Cohen & Co (AMEX:COHN) is...
Via
Benzinga
Stocks That Hit 52-Week Lows On Thursday
↗
August 05, 2021
During Thursday's morning session, 77 companies made new 52-week lows. Areas of Interest: The largest company in terms of market cap to set a new 52-week low...
Via
Benzinga
PG&E’s Corporate Sustainability Report Shares Progress on Safety Improvements, Clean Energy Milestones, and Serving Customers
August 02, 2021
From
Pacific Gas and Electric Company
Via
Business Wire
In Response to District Attorney’s Statement, PG&E Disputes Criminal Charges Warranted in 2020 Zogg Fire
July 30, 2021
From
PG&E Corporation
Via
Business Wire
PG&E Corporation (PCG) Q2 2021 Earnings Call Transcript
↗
July 30, 2021
PCG earnings call for the period ending June 30, 2021.
Via
The Motley Fool
Topics
Earnings
Simple Steps Can Make a Big Impact on Reducing Risk and Keeping Homes Safer
July 29, 2021
From
Pacific Gas and Electric Company
Via
Business Wire
PG&E Corporation Reports Second-Quarter 2021 Financial Results
July 29, 2021
From
PG&E Corporation
Via
Business Wire
State’s Grid Operator Asks Californians to Conserve Energy Today Due to High Energy Demand and Tight Supplies Across the West
July 28, 2021
From
Pacific Gas and Electric Company
Via
Business Wire
PG&E Announces Major New Electric Infrastructure Safety Initiative to Protect Communities From Wildfire Threat
July 21, 2021
From
Pacific Gas and Electric Company
Via
Business Wire
Learn the Do’s and Don’ts of Fire-Resistant Landscaping
July 14, 2021
From
Pacific Gas and Electric Company
Via
Business Wire
State’s Grid Operator Asks Electric Customers Across California to Conserve Power Today from 4-9 p.m.
July 12, 2021
From
Pacific Gas and Electric Company
Via
Business Wire
State’s Grid Operator Asks Electric Customers Across California to Conserve Power Saturday from 4 p.m. to 9 p.m.
July 10, 2021
From
Pacific Gas and Electric Company
Via
Business Wire
State’s Grid Operator Asks Electric Customers Across California to Conserve Power Friday as Heat Wave Set to Increase Energy Demand Across the West
July 08, 2021
From
Pacific Gas and Electric Company
Via
Business Wire
Unusual Options Activity Insight: PG&E
↗
July 08, 2021
PG&E (NYSE:PCG) shares experienced unusual options activity on Thursday. The stock price moved down to $10.27 following the option alert. Sentiment: BULLISH Option Type:...
Via
Benzinga
Online Video Series Helps Californians Prepare Emergency Kits and Plans
July 07, 2021
From
Pacific Gas and Electric Company
Via
Business Wire
Keeping Customers Connected: Suspension of Energy Service Disconnections Extended to September 30, 2021
July 06, 2021
From
Pacific Gas and Electric Company
Via
Business Wire
With Hot Temperatures and Dry Conditions Across California, It’s More Important Than Ever to Put Safety First This Fourth of July
July 02, 2021
From
Pacific Gas and Electric Company
Via
Business Wire
To Meet the Evolving Needs of its 16 Million Customers, PG&E Proposes Critical Investments to Reduce Wildfire Risk, Enhance Energy System Safety and Reliability, and Deliver More Clean Energy for California
June 30, 2021
From
Pacific Gas and Electric Company
Via
Business Wire
Learn About Easy and Affordable Ways for Customers to Protect Their Homes During Wildfire
June 30, 2021
From
PG&E Corporation
Via
Business Wire
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