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 >
Why RxSight Shares Are Trading Higher By 20%? Here Are Other Stocks Moving In Monday's Mid-Day Session
January 08, 2024
Tickers
AMAM
AMPE
ARBK
ARDX
Tags
LMDX
ELEV
SPEC
From
Benzinga
Robinhood To Rally Around 18%? Here Are 10 Top Analyst Forecasts For Monday
January 08, 2024
Tickers
ANGO
AON
BEN
COIN
Tags
V
News
BEN
From
Benzinga
Harpoon Therapeutics, Heron Therapeutics And Other Big Stocks Moving Higher In Monday's Pre-Market Session
January 08, 2024
Tickers
ALT
ANNX
BETR
CRON
Tags
Markets
Trading Ideas
NXT
From
Benzinga
3 Gig Economy Stocks Set for Huge Growth in 2024
December 21, 2023
Tickers
ABNB
FVRR
UBER
UPWK
Tags
ABNB
UPWK
UBER
From
InvestorPlace
3 Dirt-Cheap Stocks Primed for Massive Growth
December 19, 2023
Tickers
STNE
TZOO
UPWK
Tags
Market News
TZOO
Stocks to Buy
From
InvestorPlace
'I Like It Very Much': Jim Cramer Bullish On This Financial Stock Up 75% YTD
December 07, 2023
Tickers
CLSK
SBSW
SOFI
UPWK
Tags
Small Cap
Market News
Media
From
Benzinga
Down 77%, Is It Time to Buy This Artificial Intelligence (AI) Stock?
November 29, 2023
Tickers
AI
UPWK
Tags
Market News
Recent Press Releases
UPWK
From
Motley Fool
Here's the Next Stock I'm Going To Buy
November 28, 2023
Tickers
FVRR
UPWK
Tags
FVRR
Recent Press Releases
Market News
From
Motley Fool
The 7 Best Stocks to Buy for Slowing Inflation
November 21, 2023
Tickers
AMD
AMZN
GOOG
GOOGL
Tags
MA
GOOG
META
From
InvestorPlace
This Analyst With 84% Accuracy Rate Sees Around 21% Upside In Uber Technologies - Here Are 5 Stock Picks For Last Week From Wall Street's Most Accurate Analysts
November 13, 2023
Tickers
CART
FICO
SPR
UBER
Tags
FICO
Price Target
Benzinga
From
Benzinga
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
Markets
PBLA
LEJU
From
Benzinga
Roblox, Under Armour, GoPro, Nuvei And Other Big Stocks Moving Higher On Wednesday
November 08, 2023
Tickers
AGTI
AMEH
APEI
AVDL
Tags
Small Cap
Top Gainers
KD
From
Benzinga
Rivian's Riding High, but This AI Stock Soared 20%+ Wednesday Morning
November 08, 2023
Tickers
RIVN
UPWK
Tags
RIVN
Market News
Recent Press Releases
From
Motley Fool
12 Industrials Stocks Moving In Wednesday's Pre-Market Session
November 08, 2023
Tickers
ARRY
BLDE
BYU
DFLI
Tags
BLDE
UPWK
SPR
From
Benzinga
Why American Public Education Shares Are Trading Higher By Around 21%; Here Are 20 Stocks Moving Premarket
November 08, 2023
Tickers
ANY
APEI
DRRX
ENVX
Tags
Trading Ideas
UPWK
HSCS
From
Benzinga
Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Wednesday
November 08, 2023
Tickers
APEI
BIOL
CREV
DRRX
Tags
BIOL
Today's Market
TOST
From
InvestorPlace
Just turned 50? Here’s where Howard Marks suggests investing for the next 10 years.
November 08, 2023
Tickers
AAPL
AMC
AMZN
BIIB
Tags
GPRO
MSFT
UPWK
From
MarketWatch
Why Freelancing Platform Upwork's Shares Are Surging Today
November 08, 2023
Tickers
UPWK
Tags
Movers
Equities
Market News
From
Benzinga
Take-Two Interactive shares surge on report of new Grand Theft Auto game as Robinhood stock drops on earnings miss
November 08, 2023
Tickers
AMZN
EBAY
ENVX
GILD
Tags
KVYO
SNBR
VRM
From
MarketWatch
Upwork (UPWK) Q3 2023 Earnings Call Transcript
November 07, 2023
Tickers
UPWK
Tags
Recent Press Releases
Market News
UPWK
From
Motley Fool
12 Industrials Stocks Moving In Tuesday's After-Market Session
November 07, 2023
Tickers
ARRY
BYU
CISS
ENVX
Tags
Movers
Market News
CISS
From
Benzinga
Recap: Upwork Q3 Earnings
November 07, 2023
Tickers
UPWK
Tags
Market News
Benzinga
UPWK
From
Benzinga
Earnings Scheduled For November 7, 2023
November 07, 2023
Tickers
OLPX
OM
ONTF
OSCR
Tags
SNCR
UBS
Benzinga
From
Benzinga
Which Internet Company Reporting This Week Has Favorable Risk/Reward Ratio? Analyst Picks Fiverr and Bumble, Flags Others
November 06, 2023
Tickers
BMBL
CARG
FVRR
LYFT
Tags
UPWK
UBER
Reiteration
From
Benzinga
If You Invested $5,000 in Fiverr in 2019, This Is How Much You Would Have Today
October 18, 2023
Tickers
FVRR
UPWK
Tags
Recent Press Releases
Market News
UPWK
From
Motley Fool
7 Safe Stocks to Steady Your Portfolio in 2024
October 15, 2023
Tickers
LDOS
LYV
MRK
OR
Tags
LDOS
Stocks to Buy
OR
From
InvestorPlace
Fiverr's Promise In 2024: Analyst Sees Upswing Despite Current Market Uncertainty
October 04, 2023
Tickers
FVRR
UPWK
Tags
General
News
Initiation
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For October 4, 2023
October 04, 2023
Tickers
AAPL
AMX
ASB
BANC
Tags
KEY
RUN
ZIP
From
Benzinga
The Latest Analyst Ratings for Upwork
October 04, 2023
Tickers
UPWK
Tags
Market News
Benzinga
UPWK
From
Benzinga
Cashing In on the Freelancer Wave: 3 Stocks Winning With Independent Contractors
September 26, 2023
Tickers
EXPI
LYFT
UBER
UPWK
Tags
UBER
UPWK
EXPI
From
InvestorPlace
< 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.