Menu
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
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 Buy Currently
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
Sample Portfolio
Sample Portfolio Analysis
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 sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
Featured Articles
Contrarian Notes Blog
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
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
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Latest News about Affirm Holdings Inc
Recent news which mentions Affirm Holdings Inc
< Previous
1
2
3
4
5
6
Next >
Stocks making the biggest moves after hours: Amazon, Pinterest, Expedia and more
February 06, 2025
Tags
Economy
Finance
Markets
From
CNBC.com News
Affirm shares pop more than 10% on revenue beat
February 06, 2025
Tags
Apple Inc
Affirm Holdings Inc
Cryptocurrency
From
CNBC.com News
Buy now, pay later company Affirm strikes $4 billion loan deal with private credit firm Sixth Street
December 13, 2024
Tags
Breaking News: Technology
Technology
FinTech
From
CNBC.com News
Fintechs Upstart and Toast soar on earnings
November 08, 2024
Tags
Robinhood Markets Inc
Energy
Goldman Sachs Group Inc
From
CNBC.com News
5 things to know before the stock market opens Friday
November 08, 2024
Tags
Economy
Investing
Markets
From
CNBC.com News
Affirm beats on top and bottom lines
November 07, 2024
Tags
Apple Inc
Affirm Holdings Inc
Crypto
From
CNBC.com News
Marqeta shares plunge more than 30% on big forecast miss
November 04, 2024
Tags
FinTech
Technology
Energy
From
CNBC.com News
Affirm expands buy now, pay later service to the UK, heating up local competition
November 03, 2024
Tags
Technology
Block Inc
Amazon/com Inc
From
CNBC.com News
Cramer's week ahead: The election, Fed decision and earnings from Super Micro, Arm, Qualcomm and CVS
November 01, 2024
Tags
Fluor Corp
Mad Money
Constellation Energy Corp
From
CNBC.com News
Klarna CEO says a European tech brain drain is ‘number one risk’ for company ahead of IPO
October 03, 2024
Tickers
JOBS
Tags
Finance
Alphabet Inc
Apple Inc
From
CNBC.com News
Friday's big stock stories: What’s likely to move the market in the next trading session
September 26, 2024
Tags
Star Bulk Carriers Corp
COSCO Shipping Holdings Co Ltd
Ralph Lauren Corp
From
CNBC.com News
Affirm shares surge 34% and head for best day in three years after earnings beat
August 29, 2024
Tags
Apple Inc
Affirm Holdings Inc
Cryptocurrency
From
CNBC.com News
Affirm shares surge 16% after better-than-expected results, strong guidance
August 28, 2024
Tags
Shopify Inc
Crypto
Cryptocurrency
From
CNBC.com News
Buy now, pay later firm Klarna swings to first-half profit ahead of IPO
August 27, 2024
Tags
PayPal Holdings Inc
Deals & IPOs
Affirm Holdings Inc
From
CNBC.com News
Is the U.S. in a recession? Roughly 3 in 5 Americans think so, report finds
July 23, 2024
Tags
Personal debt
Personal finance
Personal saving
From
CNBC.com News
5 things to know before the stock market opens
June 18, 2024
Tags
NVIDIA Corp
Investing
Apple Inc
From
CNBC.com News
Apple stops offering buy now, pay later loans in U.S.
June 17, 2024
Tags
Breaking News: Technology
Technology
Entertainment
From
CNBC.com News
Affirm buy now, pay later loans will be embedded into Apple Pay later this year
June 11, 2024
Tags
Investing
Apple Inc
Breaking News: Investing
From
CNBC.com News
Jim Cramer's week ahead: Fed meeting and CPI report
June 07, 2024
Tickers
RH
Tags
Oracle Corp
Affirm Holdings Inc
Business News
From
CNBC.com News
CFPB says buy now, pay later firms must comply with U.S. credit card laws
May 22, 2024
Tags
Investment strategy
Politics
Breaking News: Markets
From
CNBC.com News
Could your buy now, pay later loans affect your credit score? Here's what you need to know
May 10, 2024
Tags
Holiday shopping
Retail industry
Debt
From
CNBC.com News
Walmart-backed fintech One introduces buy now, pay later as it prepares bigger push into lending
April 23, 2024
Tags
Green Dot Corp
PayPal Holdings Inc
Breaking News: Markets
From
CNBC.com News
'We definitely are eyeing the public markets': eToro CEO considers IPO after scrapped SPAC deal
February 26, 2024
Tags
Breaking News: Technology
Technology
U/S/ Markets
From
CNBC.com News
Here's why Capital One is buying Discover in the biggest proposed merger of 2024
February 21, 2024
Tags
Mastercard Inc
Investment strategy
Block Inc
From
CNBC.com News
Shopping online at 2 a.m.? That’s a red flag for buy now, pay later lender Affirm
February 16, 2024
Tags
Retail
Investment strategy
Technology
From
CNBC.com News
Cramer's Lightning Round: Affirm is a buy
February 12, 2024
Tags
C3 ai Inc
Market Outlook
Investment strategy
From
CNBC.com News
Klarna to debut $7.99 monthly plan as buy now, pay later firm seeks new revenue sources ahead of IPO
January 24, 2024
Tags
Investing
Nike Inc
breakingNewsGlobal
From
CNBC.com News
The buy now, pay later holiday debt hangover has arrived, as consumers wonder how they'll pay bills
January 21, 2024
Tags
Business News
Affirm Holdings Inc
PayPal Holdings Inc
From
CNBC.com News
Cramer's Lightning Round: No to Altria
January 12, 2024
Tags
Business
stocks
Altria Group Inc
From
CNBC.com News
Online holiday spending jumps nearly 5% to new record, Adobe Analytics says
January 04, 2024
Tags
Affirm Holdings Inc
Business News
Business
From
CNBC.com News
< Previous
1
2
3
4
5
6
Next >
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.