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home
about us
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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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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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
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UGI Corporation Common Stock
(NY:
UGI
)
38.38
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EDT, Apr 9, 2026
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All News about UGI Corporation Common Stock
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Global Clean Energy Holdings and UGI Announce Partnership to Distribute Renewable LPG
February 15, 2022
From
Global Clean Energy Holdings, Inc.
Via
Business Wire
Stocks That Hit 52-Week Lows On Monday
↗
February 14, 2022
During Monday's session, 291 companies made new 52-week lows. Also check out this: Insiders Buying These 4 Penny Stocks Noteable 52-Week Lows And Highs: SAP (...
Via
Benzinga
Pennant Midstream and EDL Sign Agreements to Bring Renewable Natural Gas Supply to Market
February 10, 2022
From
UGI Corporation
Via
Business Wire
Earnings Outlook For UGI
↗
February 01, 2022
UGI (NYSE:UGI) is set to give its latest quarterly earnings report on Wednesday, 2022-02-02. Here's what investors need to know before the announcement. Analysts estimate that UGI will likely report an...
Via
Benzinga
UGI Reports First Quarter Results and Solid Progress on Rebalancing Strategy
February 02, 2022
From
UGI Corporation
Via
Business Wire
UGI Declares Common Dividend
February 02, 2022
From
UGI Corporation
Via
Business Wire
BOIL ETF Skyrockets as Natural Gas Prices Jump 10%. What You Should Know.
↗
February 02, 2022
The BOIL ETF is enjoying the ride as falling temperatures drive natural gas prices up. Here's what you need to know.
Via
InvestorPlace
7 Utility Stocks to Buy Despite the Heating Crisis
↗
January 21, 2022
Energy prices have risen but that doesn't mean utility stocks have lost their luster. Many continue to grow their earnings and profits.
Via
InvestorPlace
MSCI Upgrades UGI Corporation’s ESG Rating to “AA”
January 18, 2022
From
UGI Corporation
Via
Business Wire
Earnings Scheduled For February 2, 2022
↗
February 02, 2022
Companies Reporting Before The Bell • Sony Group (NYSE:SONY) is likely to report quarterly earnings at $1.57 per share on revenue of $24.59 billion.
Via
Benzinga
5 Value Stocks To Watch In The Utilities Sector
↗
January 12, 2022
What are 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 multiples...
Via
Benzinga
UGI Corporation to Hold 1QFY22 Earnings Conference Call and Webcast on Thursday, February 3
January 11, 2022
From
UGI Corporation
Via
Business Wire
UGI and Vertimass Enter Agreement to Produce Renewable Fuels in the U.S. and Europe
January 05, 2022
From
UGI Corporation
Via
Business Wire
UGI Adds Renewable Natural Gas to its Supply Portfolio
January 04, 2022
From
UGI Utilities, Inc.
Via
Business Wire
UGI to Acquire Stonehenge Appalachia Midstream Natural Gas Gathering System
January 04, 2022
From
UGI Corporation
Via
Business Wire
SHV Energy and UGI Receive European Union Approval to Create Joint Venture to Advance the Production and Use of Renewable Dimethyl Ether
December 22, 2021
From
UGI Corporation
Via
Business Wire
Overview Of Value Stocks In The Utilities Sector
↗
December 22, 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
Overview Of Value Stocks In The Utilities Sector
↗
December 15, 2021
What are 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
5 Value Stocks In The Utilities Sector
↗
December 08, 2021
What are 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 multiples...
Via
Benzinga
A Look Into Utilities Sector Value Stocks
↗
November 24, 2021
What Defines a Value Stock? 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
UGI International Prices Senior Notes Offering
November 24, 2021
From
UGI Corporation
Via
Business Wire
UGI International Commences Senior Notes Offering
November 22, 2021
From
UGI Corporation
Via
Business Wire
UGI Corporation (UGI) Q4 2021 Earnings Call Transcript
↗
November 19, 2021
UGI earnings call for the period ending September 30, 2021.
Via
The Motley Fool
Topics
Earnings
UGI Reports Record Fiscal 2021 Results
November 18, 2021
From
UGI Corporation
Via
Business Wire
UGI Declares Common Dividend
November 18, 2021
From
UGI Corporation
Via
Business Wire
Earnings Scheduled For November 18, 2021
↗
November 18, 2021
Companies Reporting Before The Bell • Alibaba Group Holding (NYSE:BABA) is expected to report quarterly earnings at $1.93 per share on revenue of $32.05 billion....
Via
Benzinga
UGI's Earnings: A Preview
↗
November 17, 2021
UGI (NYSE:UGI) is set to give its latest quarterly earnings report on Thursday, 2021-11-18. Here's what investors need to know before the announcement. Analysts estimate that UGI...
Via
Benzinga
A Look Into Utilities Sector Value Stocks
↗
November 17, 2021
What Defines a Value Stock? 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
Overview Of Value Stocks In The Utilities Sector
↗
November 10, 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
5 Value Stocks To Watch In The Utilities Sector
↗
November 03, 2021
What are 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
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