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
...
18
19
20
21
22
23
24
25
26
...
32
33
Next >
3 Red-Hot AI Stocks That Could Pick Up Steam in Q4
August 22, 2023
Tickers
AI
NVDA
UPST
Tags
NYSE:AI,NASDAQ:NVDA,NASDAQ:UPST
Market News
Stocks to Buy
From
InvestorPlace
This AI Stock Just Crashed More Than 55%. Should You Buy?
August 20, 2023
Tickers
UPST
Tags
UPST
Recent Press Releases
Market News
From
Motley Fool
Bargain Hunting for Artificial Intelligence (AI) Stocks: Down 56%, Upstart Might Be a Buy
August 20, 2023
Tickers
AI
UPST
Tags
UPST
Recent Press Releases
Market News
From
Motley Fool
3 Top Fintech Stocks to Buy in August
August 19, 2023
Tickers
EFX
INTU
LMND
PYPL
Tags
Market News
LMND
Recent Press Releases
From
Motley Fool
Can Upstart Become a Trillion-Dollar Stock by 2050?
August 18, 2023
Tickers
UPST
Tags
Recent Press Releases
Market News
UPST
From
Motley Fool
Bet on the AI Gold Rush’s Next Phase With These 3 Stocks
August 17, 2023
Tickers
AI
EFX
EXPGY
FICO
Tags
Stocks to Buy
NVDA
AI
From
InvestorPlace
Score Huge Profits During This Short Squeeze Season
August 16, 2023
Tickers
AI
CELH
CVNA
RKT
Tags
Market News
UPST
CVNA
From
InvestorPlace
7 Hidden-Gem Stocks to Buy Before the Next Big Wave
August 16, 2023
Tickers
C
CRWD
MELI
PARA
Tags
RBLX
PARA
NASDAQ:PARA,NYSE:C,NYSE:RBLX,NASDAQ:UPST,NASDAQ:MELI,NYSE:SE,NASDAQ:CRWD,
From
InvestorPlace
If You Have an Appetite for Risk, It Is Time to Feast on This Stock
August 15, 2023
Tickers
UPST
Tags
Recent Press Releases
Market News
UPST
From
Motley Fool
Eyeing the Next Bull Run? 2 Bargain Growth Stocks to Grab Now; 1 to Avoid
August 15, 2023
Tickers
CHWY
SQ
UPST
WOOF
Tags
NYSE:SQ,NASDAQ:WOOF,NASDAQ:UPST,NASDAQ:CHWY
SQ
WOOF
From
InvestorPlace
1 Artificial Intelligence Stock Down 92% That Could Be Set to Soar
August 15, 2023
Tickers
UPST
Tags
UPST
Market News
Recent Press Releases
From
Motley Fool
This AI Stock Is Down Almost 40% This Week Alone -- Is It Time To Buy?
August 15, 2023
Tickers
UPST
Tags
UPST
Recent Press Releases
Market News
From
Motley Fool
4 Meme Stocks to Sell Before They Die
August 14, 2023
Tickers
APP
F
GM
GOEV
Tags
LCID
Market News
TTOO
From
InvestorPlace
3 Short-Squeeze Stocks to Buy With Millionaire-Maker Potential
August 14, 2023
Tickers
AMZN
BOH
CVNA
DDAIF
Tags
VLVLY
DISH
Stocks to Buy
From
InvestorPlace
12 Analysts Have This to Say About Upstart Hldgs
August 14, 2023
Tickers
UPST
Tags
Market News
Analyst Ratings
UPST
From
Benzinga
7 Great Growth Stocks Smart Investors Should Be Grabbing Up Now
August 14, 2023
Tickers
AI
BYDDY
FICO
FSLR
Tags
UPST
LI
IONQ
From
InvestorPlace
Why Upstart Stock Plummeted 45% This Week
August 11, 2023
Tickers
UPST
Tags
UPST
Recent Press Releases
Market News
From
Motley Fool
Ready to Roar: 3 AI Stocks with 100% Upside Potential
August 11, 2023
Tickers
AI
IBM
UPST
Tags
Market News
Stocks to Buy
IBM
From
InvestorPlace
Upstart Stock Just Tanked. Should You Buy the Dip?
August 11, 2023
Tickers
UPST
Tags
Market News
Recent Press Releases
UPST
From
Motley Fool
Is Upstart Stock a Buy?
August 10, 2023
Tickers
UPST
Tags
UPST
Recent Press Releases
Market News
From
Motley Fool
2 Reasons to Sell Upstart Stock Right Now
August 10, 2023
Tickers
UPST
Tags
Recent Press Releases
Market News
UPST
From
Motley Fool
Why Cutera Shares Are Trading Lower By Around 22%? Here Are Other Stocks Moving In Wednesday's Session
August 09, 2023
Tickers
AGTI
AKAN
ANGI
ARRY
Tags
LPRO
DOCS
MNK
From
Benzinga
Why Upstart Holdings Stock Plummeted Today
August 09, 2023
Tickers
UPST
Tags
Market News
Recent Press Releases
UPST
From
Motley Fool
Why Upstart Holdings Stock Is Down
August 09, 2023
Tickers
UPST
Tags
why it's moving
Benzinga
News
From
Benzinga
Upstart’s stock collapses toward its worst day in over a year. Why Wall Street is spooked.
August 09, 2023
Tickers
UPST
Tags
UPST
From
MarketWatch
Why EMCORE Shares Are Trading Higher By 17%; Here Are 20 Stocks Moving Premarket
August 09, 2023
Tickers
AKAN
AMRS
ASLE
ATNF
Tags
GMBL
News
TNGX
From
Benzinga
Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Wednesday
August 09, 2023
Tickers
AKAN
ASLE
ATNF
BRSH
Tags
VERI
MRKR
MSFT
From
InvestorPlace
US Stocks Walk Inflation Tightrope As Futures Point To Cautious Recovery: Why This Analyst Downplays Fed Rate Worries
August 09, 2023
Tickers
AKAM
ALRM
CARG
DIS
Tags
Benzinga
Top Stories
ILMN
From
Benzinga
Stagflation has disappeared from the lexicon. These analysts are bringing it back.
August 09, 2023
Tickers
AAPL
AMC
BN
DIS
Tags
DKNG
GME
TSLA
From
MarketWatch
Upstart, Doximity, 2U And Other Big Stocks Moving Lower In Wednesday's Pre-Market Session
August 09, 2023
Tickers
ASLE
DKNG
DOCS
EXFY
Tags
MVIS
TWOU
Markets
From
Benzinga
< Previous
1
2
...
18
19
20
21
22
23
24
25
26
...
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.