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
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Latest News about Buy Now Pay Later
Recent news which mentions Buy Now Pay Later
Affirm Supercharges US Retail With Expansion Of J.P. Morgan Payments Partnership
March 25, 2025
Tickers
AFRM
FCUS
JPM
NEWS
Tags
Briefs
Markets
why it's moving
From
Benzinga
Online Holiday Shopping Sets Record Of $241 Billion In 2024, Up 8.7% From Last Year
January 07, 2025
Tickers
AFRM
MAT
NEWS
SQ
Tags
BNPL
Market News
Benzinga
From
Benzinga
Affirm Holdings Stock Is Moving Lower After Hours: Here's Why
December 16, 2024
Tickers
AFRM
NEWS
Tags
After/Hours Center
AFRM
Pay Later
From
Benzinga
Fintech's New Year Playbook: Kaspi, Affirm, Shopify Set The Tone For 2025
December 02, 2024
Tickers
AAPL
AFRM
AMZN
KSPI
Tags
e/commerce
KSPI
Stories That Matter
From
Benzinga
What's Going On With Block Shares Today?
August 29, 2024
Tickers
AFRM
NEWS
SQ
Tags
SQ
BNPL
Earnings
From
Benzinga
Affirm Q4 Earnings Preview: JPMorgan Names Buy Now, Pay Later Stock Among 'Top Fintech Picks' With 'Attractive Entry Point'
August 27, 2024
Tickers
AFRM
Tags
Apple Pay
Fintech
Expert Ideas
From
Benzinga
The Rise Of 'Buy Now, Pay Later' In 2024
January 19, 2024
Tickers
AFRM
AMZN
PYPL
Tags
Markets
AMZN
Fintech
From
Benzinga
Air Jordan Shoes Too Expensive? This Retailer Lets Consumers Rent To Own, 'Walk Now, Pay Later'
January 17, 2024
Tickers
AMZN
NEWS
NKE
UPBD
Tags
Benzinga
Air Jordans
Sports
From
Benzinga
Record Online Holiday Spending Driven By Deep Discounts And 'Buy Now, Pay Later' Deals
January 04, 2024
Tickers
ALLY
AMZN
AXP
COF
Tags
MSFT
Buy Now Pay Later
Retail sector
From
Benzinga
Young Americans Embrace 'Buy Now,Pay Later' For Holiday Spending: 5 ETFs To Watch
December 18, 2023
Tickers
AFRM
AMZN
CVNA
ECON
Tags
Market News
MILN
Analyst Color
From
Benzinga
Cyber Monday Sales Could Hit $12 Billion: 5 Stocks Plays On E-Commerce Holiday Shopping Growth
November 27, 2023
Tickers
AFRM
AMZN
RBLX
SHOP
Tags
Retail Sales
WMT
Benzinga
From
Benzinga
Peter Schiff: 'The Fed Is Not Winning But Everybody Else Is Losing,' Sectors And Investment Ideas To Watch
February 20, 2023
Tickers
AAPL
AFRM
AMZN
GOOG
Tags
Growth stocks
Anthony Pompliano
Benzinga
From
Benzinga
Want To Use Apple's 'Buy Now Pay Later' Service? Hope You've Been A Good Consumer
February 14, 2023
Tickers
AAPL
TECH
Tags
Buy Now Pay Later
Appleverse
Market News
From
Benzinga
Apple May Introduce 'Buy Now, Pay Later' Sooner Than You Think As Testing Expands To Retail Employees
February 08, 2023
Tickers
AAPL
TECH
Tags
Consumer Tech
AAPL
Tech
From
Benzinga
Affirm Q4 Earnings Highlights: Revenue Beat, EPS Miss, Updated Guidance, Shopify Partnership Bringing Consumers In
August 25, 2022
Tickers
AFRM
SHOP
Tags
Top Stories
Trading Ideas
BNPL
From
Benzinga
Ape Now And Pay Later: Buy Now Pay Later Comes To NFTs — Here Are The Details
July 10, 2022
Tickers
AFRM
ETH
MA
Tags
Klarna
ETH
Mutant Ape Yacht Club
From
Benzinga
Dollar General Plans New Customer Payment Methods; Tests 'Buy Now Pay Later' Option
March 08, 2022
Tickers
DG
V
Tags
Briefs
V
DG
From
Benzinga
Apple, Peloton, Amazon, Bitcoin — The Cogs In Affirm's 'Buy Now, Pay Later' Lending Machine
February 10, 2022
Tickers
AAPL
AFRM
AMZN
BITCOMP
Tags
Benzinga
Market News
Cryptocurrency
From
Benzinga
5 Best Performing IPOs In 2021
December 28, 2021
Tickers
AFRM
AMZN
DIS
DWAC
Tags
DWAC
President Donald Trump
Market News
From
Benzinga
Square Effect: Why Afterpay Shares Are Tanking Today
December 01, 2021
Tickers
AFTPF
AFTPY
SQ
TWTR
Tags
Fintech
payments
SQ
From
Benzinga
7 Black Friday Stocks To Watch
November 29, 2021
Tickers
AAPL
AFRM
AMZN
IRBT
Tags
AMZN
Stocks To Watch
Black Friday
From
Benzinga
5 Short Squeeze Candidates To Watch: Vinco Ventures, Camber Energy, Katapult And More
September 27, 2021
Tickers
AMC
ATER
BBIG
CEI
Tags
BBIG
Buy Now Pay Later
GME
From
Benzinga
BNPL is not a winner-takes-all game
September 10, 2021
Tickers
TC
Tags
podcast
TC
equity
From
TechCrunch
Wisetack closes on $40M to bring ‘buy now, pay later’ to in-person services
September 09, 2021
Tags
Insight Partners
Finance
wisetack
From
TechCrunch
PayPal acquires Japan’s Paidy for $2.7B to crack the buy-now, pay-later market in Asia
September 08, 2021
Tickers
ASIA
TC
Tags
Paidy
PayPal
Asia
From
TechCrunch
PayPal Steps Up Efforts In 'Buy Now, Pay Later' Segment With $2.7B Deal To Acquire Paidy
September 08, 2021
Tickers
AAPL
GS
PYPL
SQ
Tags
M&A
Japan
Benzinga
From
Benzinga
RBC Sees Massive Upside To Affirm: With Amazon, Shopify As Partners, Fintech Firm Back In The 'Driver's Seat'
August 31, 2021
Tickers
AAPL
AFRM
AMZN
GS
Tags
Market News
Benzinga
Analyst Color
From
Benzinga
Apple Rolling Out Buy Now, Pay Later In Canada With Affirm: What Investors Should Know
August 03, 2021
Tickers
AAPL
AFRM
GS
SQ
Tags
News
Buy Now Pay Later
AAPL
From
Benzinga
Square To Acquire 'Buy Now, Pay Later' Service Afterpay Amid Speculations Of Apple's Entry Into Space
August 01, 2021
Tickers
AFRM
GS
PYPL
SQ
Tags
M&A
Market News
Jack Dorsey
From
Benzinga
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.