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
...
6
7
8
9
10
11
12
13
14
...
27
28
Next >
The Smartest Buffett Stocks to Buy With $1,000 Right Now
October 07, 2024
Tickers
NU
V
Tags
V
Market News
NU
From
Motley Fool
3 Warren Buffett Stocks to Buy Hand Over Fist in October
October 05, 2024
Tickers
NU
OXY
V
Tags
V
OXY
Market News
From
Motley Fool
Unpacking the Latest Options Trading Trends in Nu Holdings
October 03, 2024
Tickers
NU
Tags
BZI/UOA
NU
Options
From
Benzinga
10 Financials Stocks Whale Activity In Today's Session
October 03, 2024
Tickers
BAC
BX
FUTU
HIG
Tags
FUTU
BX
BZI/AUOA
From
Benzinga
2 Magnificent Warren Buffett Growth Stocks to Buy Now and Hold Forever
October 03, 2024
Tickers
AMZN
NU
Tags
Recent Press Releases
Market News
NU
From
Motley Fool
2 Growth Stocks That Are Screaming Buys in October
October 03, 2024
Tickers
NU
RDFN
Tags
RDFN
Market News
NU
From
Motley Fool
Beyond Nvidia: 2 Spectacular Growth Stocks Billionaires Can't Stop Buying
October 03, 2024
Tickers
AMZN
NU
Tags
AMZN
NU
Market News
From
Motley Fool
The Smartest Fintech Stocks to Buy With $1,000 Right Now
October 02, 2024
Tickers
NU
SOFI
Tags
NU
Market News
Recent Press Releases
From
Motley Fool
(NU) - Analyzing Nu Holdings's Short Interest
October 01, 2024
Tickers
NU
Tags
Trading Ideas
Short Ideas
NU
From
Benzinga
Where Will Nu Stock Be in 1 Year?
September 28, 2024
Tickers
NU
Tags
NU
Market News
Recent Press Releases
From
Motley Fool
3 Top Buffett Stocks to Buy and Hold for the Long Haul
September 28, 2024
Tickers
AMZN
NU
TMUS
Tags
AMZN
TMUS
Recent Press Releases
From
Motley Fool
14 Stocks Gain Momentum As August Inflation Comes In Below Expectations
September 27, 2024
Tickers
BABA
BHP
BMY
BP
Tags
LEN
PYPL
Movers
From
Benzinga
The Ultimate Growth Stock to Buy With $100 Right Now
September 25, 2024
Tickers
NU
Tags
Recent Press Releases
NU
Market News
From
Motley Fool
10 Financials Stocks With Whale Alerts In Today's Session
September 20, 2024
Tickers
AFRM
C
COIN
FHN
Tags
C
SOFI
PRU
From
Benzinga
2 No-Brainer Warren Buffett Stocks to Buy Right Now
September 16, 2024
Tickers
BRK-A
BRK-B
NU
V
Tags
BRK/B
NU
Market News
From
Motley Fool
The Analyst Landscape: 10 Takes On Nu Holdings
September 12, 2024
Tickers
NU
Tags
BZI/AAR
Market News
NU
From
Benzinga
Is Nu Stock a Millionaire Maker?
September 12, 2024
Tickers
NU
Tags
Recent Press Releases
Market News
NU
From
Motley Fool
1 Warren Buffett Stock That Could Go Parabolic in 2024 and Beyond
September 09, 2024
Tickers
NU
Tags
NU
Market News
Recent Press Releases
From
Motley Fool
Affirm, Shopify And Starbucks Were Among Top 10 Large Cap Best Performers For August: Are The Others In Your Portfolio?
September 08, 2024
Tickers
AFRM
AZPN
CAVA
CMG
Tags
NU
Top Stories
News
From
Benzinga
2 Tech Stocks With More Potential Than Any Cryptocurrency
September 08, 2024
Tickers
NU
NVDA
Tags
NVDA
Market News
NU
From
Motley Fool
Nvidia Stock Fell After Earnings. These 3 Stocks Might Be Better Buys.
September 08, 2024
Tickers
META
MNDY
NU
Tags
META
Recent Press Releases
Market News
From
Motley Fool
Is Nu Holdings Stock a Buy?
September 07, 2024
Tickers
NU
Tags
Recent Press Releases
Market News
NU
From
Motley Fool
3 Top Fintech Stocks to Buy in September
September 07, 2024
Tickers
AFRM
HOOD
NU
Tags
Market News
NU
Recent Press Releases
From
Motley Fool
The Best Warren Buffett Stocks to Buy With $700 Right Now
September 04, 2024
Tickers
NU
V
Tags
Recent Press Releases
NU
Market News
From
Motley Fool
9 Financials Stocks Whale Activity In Today's Session
September 02, 2024
Tickers
AXP
COF
COIN
CRBG
Tags
AXP
MTB
COF
From
Benzinga
2 No-Brainer Fintech Stocks to Buy With $200 Right Now
August 31, 2024
Tickers
MA
NU
V
Tags
Market News
NU
MA
From
Motley Fool
Where Will Nu Holdings Stock Be in 3 Years?
August 31, 2024
Tickers
NU
Tags
Recent Press Releases
Market News
NU
From
Motley Fool
2 No-Brainer Warren Buffett Stocks to Buy Right Now
August 29, 2024
Tickers
BRK-A
BRK-B
NU
SIRI
Tags
SIRI
Recent Press Releases
NU
From
Motley Fool
Looking Into Nu Holdings's Recent Short Interest
August 29, 2024
Tickers
NU
Tags
Short Sellers
Market News
NU
From
Benzinga
These Are Warren Buffett's Favorite Artificial Intelligence (AI) Stocks
August 28, 2024
Tickers
AAPL
AI
AMZN
BRK-A
Tags
Recent Press Releases
AMZN
AAPL
From
Motley Fool
< Previous
1
2
...
6
7
8
9
10
11
12
13
14
...
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.