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 UPST
Recent news which mentions UPST
< Previous
1
2
...
14
15
16
17
18
19
20
21
22
...
32
33
Next >
3 Underwhelming AI Stocks to Sell in December
November 28, 2023
Tickers
AI
UPST
VERI
Tags
Stocks to Sell
VERI
AI
From
InvestorPlace
3 Stocks Set to Be the Next SoFi
November 28, 2023
Tickers
AFRM
MQ
UPST
Tags
Stocks to Buy
NASDAQ:UPST,NASDAQ:AFRM,NASDAQ:MQ
UPST
From
InvestorPlace
10 Financials Stocks Whale Activity In Today's Session
November 28, 2023
Tickers
COIN
HOOD
JPM
MET
Tags
BZI/AUOA
Options
SQ
From
Benzinga
Could Investing $10,000 In Upstart Stock Make You a Millionaire?
November 23, 2023
Tickers
UPST
Tags
Recent Press Releases
Market News
UPST
From
Motley Fool
Where Will Upstart Stock Be in 1 Year?
November 23, 2023
Tickers
UPST
Tags
Market News
UPST
Recent Press Releases
From
Motley Fool
If You're Bullish on Upstart Stock, This News Should Be Really Disturbing
November 21, 2023
Tickers
ALLY
PGY
UPST
Tags
Recent Press Releases
Market News
ALLY
From
Motley Fool
5 Things You Need to Know If You Buy Upstart Stock Today
November 19, 2023
Tickers
UPST
Tags
Recent Press Releases
UPST
Market News
From
Motley Fool
Is Upstart Stock a Buy?
November 18, 2023
Tickers
UPST
Tags
Recent Press Releases
Market News
UPST
From
Motley Fool
Why Shopify, Opendoor, and Upstart Holdings Rocketed Higher This Week
November 17, 2023
Tickers
OPEN
SHOP
UPST
Tags
OPEN
Recent Press Releases
SHOP
From
Motley Fool
Got $3,000 and 10 Years? These 3 Stocks Could Make You Rich
November 17, 2023
Tickers
HD
PLTR
SOFI
TSLA
Tags
HD
TSLA
PLTR
From
Motley Fool
3 Penny Stocks to Buy Now Before an Epic Short Squeeze
November 17, 2023
Tickers
CHPT
LLAP
SPCE
TSLA
Tags
LLAP
CHPT
SPCE
From
InvestorPlace
Could Upstart Be a Millionaire-Maker Stock?
November 17, 2023
Tickers
FICO
UPST
Tags
Market News
UPST
FICO
From
Motley Fool
Why These Companies Are 3 of the Biggest Stocks to Sell Now
November 16, 2023
Tickers
QRTEA
SFM
UPST
Tags
QRTEA
UPST
NASDAQ:UPST,NASDAQ:SFM,NASDAQ:QRTEA
From
InvestorPlace
Can Upstart Stock Recover From Its 94% Plunge? Here Are 3 Positive Signs.
November 16, 2023
Tickers
UPST
Tags
Recent Press Releases
Market News
UPST
From
Motley Fool
I Wouldn't Buy Upstart Stock While This Warning Sign Is Flashing
November 16, 2023
Tickers
UPST
Tags
Market News
UPST
Recent Press Releases
From
Motley Fool
Should Investors Buy the Dip in Upstart Stock?
November 15, 2023
Tickers
UPST
Tags
Market News
UPST
Recent Press Releases
From
Motley Fool
Could a Short Squeeze Be Coming for These 3 Heavily Shorted Stocks?
November 15, 2023
Tickers
BYND
NVAX
UPST
Tags
NVAX
Recent Press Releases
BYND
From
Motley Fool
What's Going On With Upstart Holdings Stock Today?
November 14, 2023
Tickers
UPST
Tags
Movers
Market News
News
From
Benzinga
Why Upstart, Redfin, and Truist Stocks Are All Surging Higher Today
November 14, 2023
Tickers
RDFN
TFC
UPST
Tags
Market News
TFC
UPST
From
Motley Fool
7 Growth Stocks That Are at Risk of Slowing Down Soon
November 13, 2023
Tickers
ABNB
DKNG
NFLX
PLTR
Tags
DKNG
PLTR
TSLA
From
InvestorPlace
Missed Out on Artificial Intelligence? My Best AI Stock to Buy and Hold
November 13, 2023
Tickers
UPST
Tags
Market News
UPST
Recent Press Releases
From
Motley Fool
Bull Market Buys? 3 Stocks the Smartest Investors Are Watching
November 13, 2023
Tickers
JPM
UI
UPST
Tags
UPST
Market News
JPM
From
Motley Fool
Cathie Wood Just Bought This Fintech After It Smashed Earnings. Should You?
November 11, 2023
Tickers
BAC
JPM
PYPL
SOFI
Tags
UPST
Market News
SQ
From
Motley Fool
Upstart Stock Collapsed This Week. Here's Why.
November 10, 2023
Tickers
UPST
Tags
Market News
UPST
Recent Press Releases
From
Motley Fool
3 AI-Backed Stocks to Invest in for Explosive Gains in 2024
November 09, 2023
Tickers
AI
MSFT
PLTR
TTD
Tags
Stocks to Buy
MSFT
AI
From
InvestorPlace
Got $1,000? Here Are 3 Stocks to Buy That Could Triple That
November 09, 2023
Tickers
CAVA
DIS
UPST
Tags
DIS
Recent Press Releases
UPST
From
Motley Fool
10 AI Stocks Set to Become Trillion-Dollar Companies
November 08, 2023
Tickers
AI
GE
IBM
MSFT
Tags
SAP
NOW
ORCL
From
InvestorPlace
Upstart Stock Crashing 25%: What You Need to Know Now About This AI Stock Before Buying the Dip
November 08, 2023
Tickers
UPST
Tags
Market News
UPST
Recent Press Releases
From
Motley Fool
Why Toast Shares Are Trading Lower By Around 17%? Here Are Other Stocks Moving In Wednesday's Mid-Day Session
November 08, 2023
Tickers
ADNT
AGS
AGTI
AIP
Tags
SNBR
CPNG
MOBV
From
Benzinga
Why Upstart Stock Is Plunging Today
November 08, 2023
Tickers
UPST
Tags
Recent Press Releases
UPST
Market News
From
Motley Fool
< Previous
1
2
...
14
15
16
17
18
19
20
21
22
...
32
33
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.