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 NASDAQ:SOPA
Recent news which mentions NASDAQ:SOPA
SOPA Stock Earnings: Society Pass Beats EPS, Misses Revenue for Q2 2024
August 19, 2024
Tickers
SOPA
Tags
Earnings Reports
NASDAQ:SOPA
Market News
From
InvestorPlace
SOPA Stock Earnings: Society Pass Misses EPS, Misses Revenue for Q4 2023
April 15, 2024
Tickers
SOPA
Tags
NASDAQ:SOPA
Earnings Reports
Market News
From
InvestorPlace
GM Spotlight: E-commerce Aggregator Society Pass Indonesia GM Talks With Benzinga On What It’s Looking To Solve And A Growing Footprint In Indonesia
November 30, 2022
Tickers
SOPA
Tags
NASDAQ:SOPA
From
News Direct
CMO Spotlight: eCommerce Aggregator Society Pass Inc (NASDAQ: SOPA) CMO Talks With Benzinga On The E-Commerce Company’s Presence in Asia And The Problems It’s Solving
October 21, 2022
Tickers
SOPA
Tags
NASDAQ:SOPA
From
News Direct
An Eclectic Ecosystem: Learn About The Society Pass (NASDAQ: SOPA) With COO, Pamela Aw-Young
October 18, 2022
Tickers
SOPA
Tags
NASDAQ:SOPA
From
News Direct
Check Out This Interview With Rokas Sidlauskas - Chief Marketing Officer At The Society Pass (NASDAQ: SOPA)
October 14, 2022
Tickers
SOPA
Tags
NASDAQ:SOPA
From
News Direct
CFO Spotlight: eCommerce Aggregator Society Pass Inc (NASDAQ: SOPA) CFO Talks With Benzinga On eCommerce, Capital Markets And More
October 14, 2022
Tickers
IBM
SOPA
Tags
NASDAQ:SOPA
From
News Direct
Discover NusaTrip.Com From NusaTrip Indonesia's CEO, Johanes Chang
October 12, 2022
Tags
NASDAQ:SOPA
From
News Direct
Why Are People Talking About E-Commerce In Vietnam?
September 28, 2022
Tickers
AMZN
ETSY
GOOGL
SHOP
Tags
NASDAQ:SOPA
From
News Direct
Filing of Society Pass (Nasdaq: SOPA) Form 8-K/A in Connection of Acquisitions of AdActive Media CA, Inc and Thoughtful Thailand Ltd; Acquired Subsidiaries Recognised 2021 Revenues of US$5.6 million
September 16, 2022
Tickers
SOPA
Tags
NASDAQ:SOPA
From
News Direct
NASDAQ: $SOPA Don't Miss This Interview with Raynauld Liang, CFO of Society Pass, Inc.
August 31, 2022
Tags
NASDAQ:SOPA
From
News Direct
Society Pass Looks To Be Tapping Into Singapore’s Growing E-Commerce Industry With Its Latest Acquisition
August 25, 2022
Tickers
AAPL
CSCO
IBM
MSFT
Tags
NASDAQ:SOPA
From
News Direct
Southeast Asia Expected To Experience The Fastest Growth In E-Commerce Sales In 2022
August 22, 2022
Tickers
AMZN
BABA
EBAY
SOPA
Tags
NASDAQ:SOPA
From
News Direct
This E-Commerce-Focused Holding Company Reports Taking Advantage Of E-Commerce Growth In The Philippines
August 10, 2022
Tickers
AMZN
BABA
EBAY
SE
Tags
NASDAQ:SOPA
From
News Direct
The Trajectory Of Growth In E-commerce In Southeast Asia — A Case Of Indonesia
August 08, 2022
Tickers
META
SOPA
Tags
NASDAQ:SOPA
From
News Direct
Benzinga's Interview with Xanne Leo, Chief Technology Officer, The Society Pass, Inc.
August 05, 2022
Tags
NASDAQ:SOPA
From
News Direct
Society Pass Inc (Nasdaq: SOPA) Reports Stellar 2Q 2022 and 1H 2022 Financial Results, Recognises 5,669% Year on Year Revenue Growth from 2Q 2021 and 5,360% Year on Year Revenue Growth from 1H 2021
August 04, 2022
Tickers
SOPA
Tags
NASDAQ:SOPA
From
News Direct
Society Pass (SoPa) Welcomes Mangan.ph, Philippines Leading Restaurant Delivery Service, to its Ever Expanding Next Generation Digital Ecosystem
July 20, 2022
Tickers
SOPA
Tags
NASDAQ:SOPA
From
News Direct
Interview with Loic Gautier, CEO, Leflair Inc., Subsidiary of Society Pass
June 29, 2022
Tags
NASDAQ:SOPA
From
News Direct
No. 1? What Is Making This Grocery Delivery App A Preferred Choice In Southeast Asia?
June 17, 2022
Tickers
AMZN
EBAY
SHOP
SOPA
Tags
NASDAQ:SOPA
From
News Direct
With Mounting Earnings Losses, Investors Should Pass on Society Pass
January 04, 2022
Tickers
SOPA
Tags
NASDAQ:SOPA
Market News
Stocks to Sell
From
InvestorPlace
Is Society Pass a Good Software Stock to Own?
December 30, 2021
Tags
NASDAQ:OTEX
NASDAQ:CVLT
NASDAQ:SOPA
From
StockNews.com
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.