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 SoFi Technologies Inc
Recent news which mentions SoFi Technologies Inc
< Previous
1
2
3
4
5
Next >
Cramer's Lightning Round: SoFi is a buy
July 10, 2025
Tags
Markets
stocks
Fair Isaac Corp
From
CNBC.com News
Chime prices IPO at $27 per share, valuing fintech company at $11.6 billion ahead of Nasdaq debut
June 11, 2025
Tickers
IPO
IPOS
Tags
IPOs
PayPal Holdings Inc
IPO
From
CNBC.com News
Chime's IPO will test public market appetite for fintech as companies line up to exit
June 11, 2025
Tags
Cryptocurrency
Technology
SoFi Technologies Inc
From
CNBC.com News
Jim Cramer's Lightning Round: Don't buy GE Healthcare
May 13, 2025
Tags
Business News
Constellation Brands Inc
Stock Picks
From
CNBC.com News
SoFi CEO says fintech bank is bringing back crypto investing
April 29, 2025
Tags
Finance
Venture capital
Banks
From
CNBC.com News
Fintech stocks like Affirm, PayPal plunge on concern Trump tariffs will hurt consumer spending
April 03, 2025
Tags
Energy
Crypto
SoFi Technologies Inc
From
CNBC.com News
Fintech stocks plummet as Wall Street worries about consumer spending, credit
March 10, 2025
Tags
FinTech
Shopify Inc
SoFi Technologies Inc
From
CNBC.com News
Block's 30% plunge in February leads fintech selloff, while Stripe shows benefit of staying private
February 28, 2025
Tags
Bank of America Corp
PayPal Holdings Inc
JPMorgan Chase & Co
From
CNBC.com News
Cramer's Lightning Round: Don't buy Bitdeer
February 05, 2025
Tags
Investing
U/S/ Markets
Business News
From
CNBC.com News
'A bull with a lowercase b': Stock market experts say to prepare for continued growth, but more volatility, in 2025
February 03, 2025
Tags
SoFi Technologies Inc
Make It / Money
Make It
From
CNBC.com News
Jim Cramer's week ahead: Fed meeting and Big Tech earnings
January 24, 2025
Tags
SoFi Technologies Inc
Investment strategy
Mad Money
From
CNBC.com News
Fintechs Upstart and Toast soar on earnings
November 08, 2024
Tags
Visa Inc
Toast Inc
FinTech
From
CNBC.com News
Cramer's Lightning Round: Jabil is a buy
November 07, 2024
Tags
Markets
stocks
Mad Money
From
CNBC.com News
Venus Williams says to be proud of your money decisions, even if they turn out to be mistakes—financial experts agree
November 03, 2024
Tags
Lifestyle
Make It / Earn
Personal finance
From
CNBC.com News
Why the LA Rams are worth $2 billion more than the LA Chargers
September 05, 2024
Tags
CNBC Sport
Entertainment
Sports
From
CNBC.com News
Washington Commanders strike stadium naming rights deal with Northwest Federal Credit Union
August 27, 2024
Tags
FedEx Corp
Business
SoFi Technologies Inc
From
CNBC.com News
Cramer's Lightning Round: Dell is a buy
August 26, 2024
Tags
SoFi Technologies Inc
Investment strategy
Market Outlook
From
CNBC.com News
Cramer's Lightning Round: 'Let's stay away' from Unity Software
June 14, 2024
Tags
H/B/ Fuller Company
U/S/ Markets
Investing
From
CNBC.com News
Cramer's week ahead: Fed meeting and earnings from Apple, Amazon, Eli Lilly
April 26, 2024
Tags
Stock markets
McDonald's Corp
Business
From
CNBC.com News
SoFi CEO explains convertible debt offering: 'We did this deal from a position of strength"
March 20, 2024
Tickers
CEO
Tags
Business News
Stock Picks
CEO
From
CNBC.com News
Cramer's Lightning Round: Datadog is a 'dynamite company'
March 18, 2024
Tags
Investment strategy
SoFi Technologies Inc
Business
From
CNBC.com News
Cramer's Lightning Round: Transocean is 'too down and out'
March 07, 2024
Tags
Mad Money
Investment Strategy
Markets
From
CNBC.com News
Chipotle wants to hire 19,000 workers for busy spring season, will offer new financial perks
January 24, 2024
Tags
Personal finance
Business
SoFi Technologies Inc
From
CNBC.com News
Affirm's stock quintupled this year, beating all tech peers, on buy now, pay later boom
December 28, 2023
Tags
Affirm Holdings Inc
Amazon/com Inc
US: News
From
CNBC.com News
Cramer's Lightning Round: 'No' to Upwork
December 06, 2023
Tags
CleanSpark Inc
Business News
CRH PLC
From
CNBC.com News
Cramer's Lightning Round: 'I remain a buyer' of SoFi
November 27, 2023
Tags
Business
Market Outlook
Barrick Gold Corp
From
CNBC.com News
Cramer's Lightning Round: Uber is a buy
November 10, 2023
Tags
Teladoc Health Inc
stocks
Markets
From
CNBC.com News
Cramer's Lightning Round: Palantir is a buy
November 06, 2023
Tags
Stock Picks
S&P 500
Uranium Energy Corp
From
CNBC.com News
Cramer's Lighting Round: 'Stay away' from HF Sinclair
October 26, 2023
Tags
Exact Sciences Corp
Toast Inc
Investment Strategy
From
CNBC.com News
Here are 18 stocks I am watching in the market, including Clorox, Rivian and Airbnb
October 05, 2023
Tags
Investment strategy
SoFi Technologies Inc
McCormick & Company Inc
From
CNBC.com News
< Previous
1
2
3
4
5
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.