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 EXFY
Recent news which mentions EXFY
< Previous
1
2
3
4
Next >
12 Information Technology Stocks Moving In Friday's After-Market Session
February 23, 2024
Tickers
ALPP
BCOV
BLZE
BNZI
Tags
SOBR
Benzinga
BLZE
From
Benzinga
12 Information Technology Stocks Moving In Friday's Intraday Session
February 23, 2024
Tickers
AAOI
AIRE
AXTI
BTOG
Tags
EXFY
SMSI
UPLD
From
Benzinga
12 Information Technology Stocks Moving In Friday's Pre-Market Session
February 23, 2024
Tickers
AAOI
ASTI
AXTI
BNZI
Tags
AAOI
ASTI
QMCO
From
Benzinga
Expensify: Q4 Earnings Insights
February 22, 2024
Tickers
EXFY
Tags
Earnings
Market News
BZI/Recaps
From
Benzinga
Expensify And 3 Other Stocks Under $3 Insiders Are Buying
February 02, 2024
Tickers
CATX
EXFY
NEWS
PCSA
Tags
Markets
Trading Ideas
Pre/Market Outlook
From
Benzinga
12 Information Technology Stocks Moving In Wednesday's After-Market Session
January 31, 2024
Tickers
AKTS
BTCS
CETX
DGII
Tags
CETX
KERN
Benzinga
From
Benzinga
Expensify And 2 Other Stocks Under $2 Insiders Are Buying
January 31, 2024
Tickers
CATX
EXFY
NEWS
RAVE
Tags
Penny Stocks
RAVE
Insider Trades
From
Benzinga
12 Information Technology Stocks Moving In Tuesday's After-Market Session
January 23, 2024
Tickers
AEY
ASTI
CYN
DBX
Tags
Benzinga
FOXO
CYN
From
Benzinga
A Closer Look at 4 Analyst Recommendations For Expensify
January 02, 2024
Tickers
EXFY
Tags
BZI/AAR
Market News
Analyst Ratings
From
Benzinga
12 Information Technology Stocks Moving In Friday's Intraday Session
November 17, 2023
Tickers
ATGL
CISO
EXFY
GLOB
Tags
CISO
QMCO
Market News
From
Benzinga
12 Information Technology Stocks Moving In Wednesday's After-Market Session
November 15, 2023
Tickers
AIRE
CISO
CSCO
DSP
Tags
Movers
MOVE
KERN
From
Benzinga
12 Information Technology Stocks Moving In Thursday's Intraday Session
November 09, 2023
Tickers
BOXL
BTOG
CYN
EBIX
Tags
WISA
RAMP
INFN
From
Benzinga
12 Information Technology Stocks Moving In Thursday's Pre-Market Session
November 09, 2023
Tickers
APP
APPS
ARBK
ASTI
Tags
APP
Benzinga
APPS
From
Benzinga
Why Toast Shares Are Trading Lower By Around 17%? Here Are Other Stocks Moving In Wednesday's Mid-Day Session
November 08, 2023
Tickers
ADNT
AGS
AGTI
AIP
Tags
JGGC
Penny Stocks
EXFY
From
Benzinga
12 Information Technology Stocks Moving In Wednesday's Intraday Session
November 08, 2023
Tickers
AIP
BTOG
CASA
EXFY
Tags
HEAR
Benzinga
OBLG
From
Benzinga
12 Information Technology Stocks Moving In Wednesday's Pre-Market Session
November 08, 2023
Tickers
ADEA
CASA
EXFY
KD
Tags
VERI
Benzinga
ADEA
From
Benzinga
Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Wednesday
November 08, 2023
Tickers
APEI
BIOL
CREV
DRRX
Tags
BIOL
JCSE
FLYW
From
InvestorPlace
12 Information Technology Stocks Moving In Tuesday's After-Market Session
November 07, 2023
Tickers
CASA
CRSR
CYN
EXFY
Tags
Movers
CYN
MOVE
From
Benzinga
Earnings Outlook For Expensify
November 06, 2023
Tickers
EXFY
Tags
BZI/EP
EXFY
Benzinga
From
Benzinga
Insiders Buying Expensify And 2 Other Stocks Under $3
November 01, 2023
Tickers
EXFY
GLGI
RCG
Tags
News
Market News
Long Ideas
From
Benzinga
Where Expensify Stands With Analysts
October 23, 2023
Tickers
EXFY
Tags
Benzinga
EXFY
BZI/AAR
From
Benzinga
12 Information Technology Stocks Moving In Monday's After-Market Session
September 18, 2023
Tickers
ASTI
BLBX
BTOG
CPTN
Tags
BTOG
OBLG
MRDB
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For September 15, 2023
September 15, 2023
Tickers
ACLS
AMAT
APLS
ARM
Tags
PTCT
CARG
AXS
From
Benzinga
Why Expensify Stock Slumped on Wednesday
August 09, 2023
Tickers
EXFY
Tags
EXFY
Recent Press Releases
Market News
From
Motley Fool
Why Cutera Shares Are Trading Lower By Around 22%? Here Are Other Stocks Moving In Wednesday's Session
August 09, 2023
Tickers
AGTI
AKAN
ANGI
ARRY
Tags
MRTX
INFI
TDUP
From
Benzinga
12 Information Technology Stocks Moving In Wednesday's Intraday Session
August 09, 2023
Tickers
ASNS
CTG
EGHT
EMKR
Tags
Market News
BZI/TFM
EXFY
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For August 9, 2023
August 09, 2023
Tickers
ASLE
AYTU
BSY
CE
Tags
EXFY
SCPL
EQNR
From
Benzinga
12 Information Technology Stocks Moving In Wednesday's Pre-Market Session
August 09, 2023
Tickers
ASNS
BLBX
CEVA
CTG
Tags
Benzinga
RPD
ASNS
From
Benzinga
Why EMCORE Shares Are Trading Higher By 17%; Here Are 20 Stocks Moving Premarket
August 09, 2023
Tickers
AKAN
AMRS
ASLE
ATNF
Tags
SPRC
Small Cap
VERI
From
Benzinga
Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Wednesday
August 09, 2023
Tickers
AKAN
ASLE
ATNF
BRSH
Tags
VERI
MQ
PUBM
From
InvestorPlace
< Previous
1
2
3
4
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.