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 UPWK
Recent news which mentions UPWK
< Previous
1
2
3
4
5
6
7
8
9
...
12
13
Next >
Upwork Stock Is Surging Wednesday: What's Behind The Move?
October 23, 2024
Tickers
NEWS
UPWK
Tags
Movers
Earnings
UPWK
From
Benzinga
Analyst Ratings For Upwork
September 25, 2024
Tickers
UPWK
Tags
UPWK
Benzinga
Analyst Ratings
From
Benzinga
Social Security's Most Important Day of the Year Is Oct. 10: What to Know About the 2025 COLA.
September 11, 2024
Tickers
CART
DASH
FVRR
LYFT
Tags
LYFT
CART
Recent Press Releases
From
Motley Fool
3 Ridiculously Cheap Growths Stock to Buy Hand Over Fist
August 19, 2024
Tickers
FVRR
PYPL
UPWK
Tags
FVRR
UPWK
Recent Press Releases
From
Motley Fool
1 Ridiculously Undervalued Growth Stock Down 85% to Buy Hand Over Fist Right Now in August (2024)
August 15, 2024
Tickers
UPWK
Tags
Market News
UPWK
Recent Press Releases
From
Motley Fool
Cracking The Code: Understanding Analyst Reviews For Upwork
August 08, 2024
Tickers
UPWK
Tags
Analyst Ratings
Market News
BZI/AAR
From
Benzinga
The 3 Best Under $50 Stocks to Buy in August 2024
August 08, 2024
Tickers
SEMR
SOFI
UPWK
Tags
Market News
SOFI
Stocks to Buy
From
InvestorPlace
Upwork (UPWK) Q2 2024 Earnings Call Transcript
August 08, 2024
Tickers
UPWK
Tags
Recent Press Releases
UPWK
Market News
From
Motley Fool
UPWK Stock Earnings: Upwork Beats EPS, Beats Revenue for Q2 2024
August 07, 2024
Tickers
UPWK
Tags
NASDAQ:UPWK
Market News
Earnings Reports
From
InvestorPlace
Upwork Q2 Earnings: Revenue Beat, EPS Miss, Free Cash Flow Growth, AI-Related Work Surges
August 07, 2024
Tickers
AI
JOBS
NEWS
UPWK
Tags
Movers
Earnings
UPWK
From
Benzinga
3 Sleeper Stocks That Are Gearing Up for Rallies
July 24, 2024
Tickers
DUOL
SOFI
UPWK
Tags
Market News
NASDAQ:SOFI, NASDAQ:UPWK, NASDAQ:DUOL
DUOL
From
InvestorPlace
7 Stocks That Are Capitalizing on the Digital World
July 23, 2024
Tickers
AMZN
DUOL
FTNT
GOOG
Tags
Market News
SEMR
GOOG
From
InvestorPlace
The Great Resignation: 3 Stocks to Profit From the Changing Workforce
July 17, 2024
Tickers
COUR
PINS
UPWK
Tags
Market News
NASDAQ:UPWK,NASDAQ:PINS,NYSE:COUR
UPWK
From
InvestorPlace
3 Stocks Under $50 Primed for Big Rallies
July 17, 2024
Tickers
PLTR
SEMR
UPWK
Tags
SEMR
PLTR
Market News
From
InvestorPlace
7 Stocks to Buy Before the S&P 500 Hits 7,000
July 12, 2024
Tickers
AMZN
CTAS
DECK
DUOL
Tags
NASDAQ:AMZN, NASDAQ:META, NASDAQ:CTAS, NYSE:DECK, NASDAQ:TXRH, NASDAQ:UPWK, NASDAQ:DUOL
DECK
TXRH
From
InvestorPlace
Triple-Digit Growth Potential: 3 Stocks Under $100 Set to Dominate
July 05, 2024
Tickers
SEMR
UPWK
WMT
Tags
SEMR
Stocks to Buy
NYSE:SEMR, NYSE:WMT, NASDAQ:UPWK
From
InvestorPlace
Unveiling 6 Analyst Insights On Upwork
July 02, 2024
Tickers
UPWK
Tags
UPWK
Benzinga
BZI/AAR
From
Benzinga
Get Ready for a Bullish Run: 3 Stocks Set to Rip in Coming Months
June 28, 2024
Tickers
DTST
UPWK
VALE
Tags
DTST
UPWK
Stocks to Buy
From
InvestorPlace
The 3 Smartest Russell 2000 Stocks to Buy with $500 Right Now
June 26, 2024
Tickers
ELF
SEMR
SMCI
UPWK
Tags
SMCI
SEMR
Market News
From
InvestorPlace
Best Growth Stocks to Buy: Fiverr Stock vs. Upwork Stock
June 25, 2024
Tickers
FVRR
UPWK
Tags
Market News
FVRR
UPWK
From
Motley Fool
3 Under $50 Stocks to Buy Now: June 2024
June 20, 2024
Tickers
SEMR
SOFI
UPWK
Tags
UPWK
SEMR
Stocks to Buy
From
InvestorPlace
7 Underestimated Stocks Poised for an Underdog Uprising
June 20, 2024
Tickers
ASTS
AYI
BUD
BZFD
Tags
UPWK
Stocks to Buy
AYI
From
InvestorPlace
Millionaire Minting Marvels: 7 Growth Stocks to Buy for 10X Gains
June 20, 2024
Tickers
CMG
CRWD
DECK
DUOL
Tags
UPWK
DUOL
SOFI
From
InvestorPlace
3 Tech Stocks to Buy for the Next Bull Run: June 2024
June 13, 2024
Tickers
CRWD
DUOL
UPWK
Tags
CRWD
UPWK
DUOL
From
InvestorPlace
Small-Cap Champions: 7 David-Like Stocks Ready to Take Down the Goliaths
June 10, 2024
Tickers
PINS
PLTR
PLUG
ROKU
Tags
Market News
TDOC
PLTR
From
InvestorPlace
1 Ridiculously Undervalued Stock Down 82% You Can Buy Now for $10
June 01, 2024
Tickers
UPWK
Tags
Market News
Recent Press Releases
UPWK
From
Motley Fool
Immigration Rebound Helps Solve US Inflation Puzzle: Goldman Sachs
May 07, 2024
Tickers
ECON
FVRR
UPWK
Tags
labor market
Expert Ideas
Economics
From
Benzinga
Shhh! 3 Secret Small-Cap Stocks Flying Below Wall Street’s Radar
May 04, 2024
Tickers
ACM
TITN
UPWK
Tags
Market News
TITN
ACM
From
InvestorPlace
Where Upwork Stands With Analysts
May 02, 2024
Tickers
UPWK
Tags
UPWK
Benzinga
BZI/AAR
From
Benzinga
Nasdaq, S&P 500 Futures Rise Ahead Of Apple Earnings: Why This Analyst Thinks 'No Cut' Scenario May Not Be Negative For Market
May 02, 2024
Tickers
AAPL
AMGN
AMZN
BBAI
Tags
ZTS
BBAI
Jerome Powell
From
Benzinga
< Previous
1
2
3
4
5
6
7
8
9
...
12
13
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.