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 OPFI
Recent news which mentions OPFI
< Previous
1
2
3
Next >
Payday Lenders Challenge Financial Consumer Watchdog's Budget Structure In Supreme Court: What It Means For Your Wallet
October 03, 2023
Tickers
EZPW
FCFS
MMSC
OPFI
Tags
PFI
Benzinga
WRLD
From
Benzinga
7 Sleeper Stocks Primed to Pack a Surprising Punch
September 13, 2023
Tickers
CRGY
EVER
NVDA
OPFI
Tags
NVDA
WOLF
OPFI
From
InvestorPlace
7 Up-and-Coming Penny Stocks to Put on Your Must-Buy List
September 04, 2023
Tickers
BWEN
ELTP
FSI
MAMA
Tags
PFIE
Market News
NASDAQ:BWEN,OTCMKTS:ELTP,NYSEAMERICAN:FSI,NASDAQ:MAMA,NYSE:OPFI,NASDAQ:OPXS,NASDAQ:PFIE
From
InvestorPlace
3 Very Promising Penny Stocks That Are Flying Under the Radar
August 15, 2023
Tickers
OPFI
OVID
TZOO
Tags
NASDAQ:OVID,NYSE:OPFI,NASDAQ:TZOO
Market News
Stocks to Buy
From
InvestorPlace
Analyst Ratings for OppFi
May 12, 2023
Tickers
OPFI
Tags
BZI/AAR
Benzinga
OPFI
From
Benzinga
Why Blue Bird Shares Are Trading Higher By 30%; Here Are 20 Stocks Moving Premarket
May 12, 2023
Tickers
ADXN
AUST
BBLN
BIOL
Tags
Trading Ideas
CDTX
VHC
From
Benzinga
Recap: OppFi Q1 Earnings
May 11, 2023
Tickers
OPFI
Tags
Benzinga
OPFI
Earnings
From
Benzinga
Earnings Scheduled For March 23, 2023
March 23, 2023
Tickers
AAMC
ACN
ADMA
AFMD
Tags
REX
CGTX
HROW
From
Benzinga
Earnings Preview For OppFi
March 22, 2023
Tickers
OPFI
Tags
Benzinga
Market News
BZI/EP
From
Benzinga
Overview Of Value Stocks In The Technology Sector
January 24, 2023
Tickers
FRSH
INTC
OPFI
RMNI
Tags
RMNI
OPFI
FRSH
From
Benzinga
5 Value Stocks To Watch In The Technology Sector
January 10, 2023
Tickers
MKTW
MNDO
OPFI
TAIT
Tags
UMC
Market News
BZI/VS
From
Benzinga
OppFi Earnings Perspective: Return On Invested Capital
December 15, 2022
Tickers
OPFI
Tags
Benzinga
OPFI
Earnings
From
Benzinga
Relmada Therapeutics And 2 Other Penny Stocks Insiders Are Aggressively Buying
December 13, 2022
Tickers
GEG
OPFI
RLMD
Tags
GEG
Markets
OPFI
From
Benzinga
$10 Million Bet On Canoo? Check Out These 3 Stocks Under $3 Insiders Are Buying
November 25, 2022
Tickers
GOEV
NPCE
OPFI
Tags
News
Benzinga
Small Cap
From
Benzinga
JMP Securities Maintains Market Outperform Rating for OppFi: Here's What You Need To Know
November 11, 2022
Tickers
OPFI
Tags
BZI/AAR/UPDATE
OPFI
Analyst Ratings
From
Benzinga
10 Financials Stocks Moving In Thursday's Intraday Session
October 20, 2022
Tickers
ALL
BHG
CPSS
INBK
Tags
BZI/TFM
TCBI
OPFI
From
Benzinga
Stocks That Hit 52-Week Lows On Wednesday
October 19, 2022
Tickers
AAN
ACMR
AGFY
AKLI
Tags
NAC
TWN
TRUE
From
Benzinga
Why Myovant Sciences Is Trading Higher By Over 26%; Here Are 31 Stocks Moving Premarket
October 03, 2022
Tickers
ACOR
AGFY
ALEC
AMV
Tags
AYRO
SLGG
PBR
From
Benzinga
3 Stocks Under $3 Insiders Are Buying
September 06, 2022
Tickers
BSGM
OPFI
WLMS
Tags
OPFI
Insider Trades
BSGM
From
Benzinga
BioSig Technologies, Reliance Global Group And 2 Other Penny Stocks Insiders Are Aggressively Buying
September 01, 2022
Tickers
BSGM
LDI
OPFI
RELI
Tags
OPFI
Insider Trades
BSGM
From
Benzinga
Paltalk And 3 Other Stocks Under $3 Insiders Are Aggressively Buying
August 26, 2022
Tickers
AGLE
ASTC
OPFI
PALT
Tags
Penny Stocks
AGLE
PALT
From
Benzinga
$3 Million Bet On This Communication Services Stock? Check Out These 4 Penny Stocks Insiders Are Buying
August 22, 2022
Tickers
BARK
CPIX
KIND
OPFI
Tags
Benzinga
Small Cap
Trading Ideas
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For August 11, 2022
August 11, 2022
Tickers
ATCO
ATY
BBDC
BBQ
Tags
Market News
ATY
CQP
From
Benzinga
3 Stocks Under $4 Insiders Are Aggressively Buying
June 06, 2022
Tickers
NRDY
OPFI
SKYX
Tags
News
NRDY
Trading Ideas
From
Benzinga
Executives Buy Around $17M Of 5 Penny Stocks
May 19, 2022
Tickers
DRRX
MIMO
MRSN
OPFI
Tags
Trading Ideas
Long Ideas
Small Cap
From
Benzinga
4 Stocks Under $3 Insiders Are Aggressively Buying
May 17, 2022
Tickers
GEG
LPCN
OPFI
PIRS
Tags
Penny Stocks
Market News
LPCN
From
Benzinga
3 Stocks Under $3 Insiders Are Aggressively Buying
May 13, 2022
Tickers
EOSE
OPFI
PEI
Tags
Markets
Penny Stocks Insider Buying
Insider Trades
From
Benzinga
Bring Back the Apes: Three Potential Short Squeezes
May 09, 2022
Tickers
GME
GOEV
OPFI
Tags
Trading Ideas
Benzinga
GOEV
From
Benzinga
Why Shares of OppFi Are Rising Today
May 02, 2022
Tickers
HOOD
OPFI
Tags
HOOD
Recent Press Releases
Market News
From
Motley Fool
A Look Into Technology Sector Value Stocks
April 19, 2022
Tickers
CAN
INTC
OPFI
SCKT
Tags
VSH
Benzinga
OPFI
From
Benzinga
< Previous
1
2
3
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.