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 NU
Recent news which mentions NU
< Previous
1
2
...
17
18
19
20
21
22
23
24
25
...
27
28
Next >
Best Growth Stocks to Buy: Nu Holdings vs. MercadoLibre
July 12, 2023
Tickers
MELI
NU
Tags
Market News
NU
MELI
From
Motley Fool
How Is The Market Feeling About Nu Holdings?
July 11, 2023
Tickers
NU
Tags
Trading Ideas
Short Sellers
NU
From
Benzinga
9 Financials Stocks With Whale Alerts In Today's Session
July 10, 2023
Tickers
C
COIN
JPM
LNC
Tags
LNC
Market News
JPM
From
Benzinga
Best Stocks to Buy: Nu Holdings vs. StoneCo
July 06, 2023
Tickers
NU
STNE
Tags
Recent Press Releases
STNE
NU
From
Motley Fool
Why Nu Stock Rose 17% in June
July 04, 2023
Tickers
NU
Tags
Recent Press Releases
Market News
NU
From
Motley Fool
1 Warren Buffett Stock Down 34% You'll Regret Not Buying on the Dip
July 03, 2023
Tickers
BRK-B
NU
Tags
NU
Market News
Recent Press Releases
From
Motley Fool
The 3 Best Warren Buffett Stocks in the 1st Half of 2023: Are They Buys Now?
July 02, 2023
Tickers
AMZN
BRK-A
BRK-B
MSBHF
Tags
NU
AMZN
MSBHF
From
Motley Fool
Best Stocks to Buy Now: SoFi vs. Nu Holdings
June 30, 2023
Tickers
NU
SOFI
Tags
Recent Press Releases
SOFI
Market News
From
Motley Fool
Nu Holdings Unusual Options Activity
June 28, 2023
Tickers
NU
Tags
Markets
Options
NU
From
Benzinga
These 3 No-Brainer Stocks Are Leading the Market This Quarter. Can You Still Buy?
June 22, 2023
Tickers
CELH
NU
PEP
W
Tags
NU
CELH
Market News
From
Motley Fool
Following Warren Buffett's Bitcoin Investing Advice Would Have Been A Costly Misstep
June 22, 2023
Tickers
BITCOMP
BLK
BRK-A
BRK-B
Tags
NU
$BTC
BRK/B
From
Benzinga
This Stock Is Up 90%, but You Can Still Buy It
June 21, 2023
Tickers
NU
Tags
Market News
NU
Recent Press Releases
From
Motley Fool
3 Fintech Stocks With High Potential for Growth
June 14, 2023
Tickers
NU
SOFI
SQ
Tags
SQ
Market News
Stocks to Buy
From
InvestorPlace
10 Financials Stocks With Whale Alerts In Today's Session
June 12, 2023
Tickers
BAC
BLK
BOH
C
Tags
MET
GS
BLK
From
Benzinga
Have $1,000? 2 Warren Buffett Stocks to Buy
June 06, 2023
Tickers
BRK-A
BRK-B
NU
SQ
Tags
NU
Recent Press Releases
Market News
From
Motley Fool
Top 5 Financial Stocks That May Implode In Q2
June 05, 2023
Tickers
AVDX
GHL
NU
RSI
Tags
Market News
News
RSI
From
Benzinga
3 Top Fintech Stocks to Buy in June
June 05, 2023
Tickers
FICO
LC
NU
Tags
FICO
Recent Press Releases
Market News
From
Motley Fool
2 Buffett Stocks to Buy More of in June
June 02, 2023
Tickers
FND
NU
Tags
Market News
NU
FND
From
Motley Fool
The Best Stocks to Buy With $300 Right Now
May 24, 2023
Tickers
CMG
GLBE
NU
Tags
GLBE
Market News
NU
From
Motley Fool
Up 85% This Year, Is This Warren Buffett Stock a Buy?
May 22, 2023
Tickers
NU
Tags
Recent Press Releases
NU
Market News
From
Motley Fool
Nu Holdings Is Expensive, but Here's Why I Can Live With Its Rich Valuation
May 22, 2023
Tickers
NU
Tags
Recent Press Releases
NU
Market News
From
Motley Fool
This Is Why Nu Holdings Is Better Than Most Fintech Stocks
May 22, 2023
Tickers
NU
Tags
Recent Press Releases
NU
Market News
From
Motley Fool
Better Late Than Never: 3 Stocks to Buy Now That Are Up More Than 20% This Year
May 21, 2023
Tickers
GOOG
GOOGL
NU
UPST
Tags
Recent Press Releases
GOOGL
NU
From
Motley Fool
10 Financials Stocks Whale Activity In Today's Session
May 19, 2023
Tickers
BAC
C
COF
DFS
Tags
Market News
COF
PACW
From
Benzinga
Nu Stock, Old Problem: A Tale of Two Analysts
May 19, 2023
Tickers
NU
Tags
Recent Press Releases
NU
Market News
From
Motley Fool
Buy This Buffett Stock Before It's Too Late
May 19, 2023
Tickers
BRK-A
BRK-B
NU
Tags
BRK/A
Market News
NU
From
Motley Fool
Benzinga's Top Ratings Upgrades, Downgrades For May 18, 2023
May 18, 2023
Tickers
ABOS
ACLX
ALB
AMRS
Tags
WOLF
VRNS
TEVA
From
Benzinga
Palo Alto Networks To Rally Around 21%? Here Are 10 Other Analyst Forecasts For Thursday
May 18, 2023
Tickers
BNTX
DNUT
DT
FUTU
Tags
FUTU
TME
Price Target
From
Benzinga
Warren Buffett May Be Right About Nu After a Blowout Quarter
May 17, 2023
Tickers
BRK-A
BRK-B
NU
Tags
BRK/B
Recent Press Releases
BRK/A
From
Motley Fool
What's Going On With Nu Holdings Shares?
May 17, 2023
Tickers
NU
Tags
Movers
News
why it's moving
From
Benzinga
< Previous
1
2
...
17
18
19
20
21
22
23
24
25
...
27
28
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.