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 Upstart Holdings Inc
Recent news which mentions Upstart Holdings Inc
Shift4 shares surge 11% on earnings beat as fintech stocks climb on results and upgrades
April 29, 2025
Tags
Shift4 Payments Inc
Cryptocurrency
FinTech
From
CNBC.com News
Fintechs Upstart and Toast soar on earnings
November 08, 2024
Tags
Wells Fargo & Co
WEX Inc
Visa Inc
From
CNBC.com News
Behind America's divided economy: Booming luxury travel and a jump in 'relief' loans
May 10, 2024
Tags
Starbucks Corp
Stock markets
Upstart Holdings Inc
From
CNBC.com News
Jim Cramer says guidance really matters as Wall Street senses a slowdown
May 08, 2024
Tags
Upstart Holdings Inc
Stock Picks
Investment Strategy
From
CNBC.com News
Laid-off techies face 'sense of impending doom' with job cuts at highest since dot-com crash
March 15, 2024
Tickers
JOBS
Tags
Jobs
US: News
Cisco Systems 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
Wells Fargo & Co
Peloton Interactive Inc
Amazon/com Inc
From
CNBC.com News
Cramer warns that too much speculative buying will crush this market rally
December 12, 2023
Tags
Investment strategy
Roku Inc
Business
From
CNBC.com News
Cramer's Lightning Round: Upstart is 'a little too risky'
October 04, 2023
Tags
Stock Picks
Upstart Holdings Inc
stocks
From
CNBC.com News
Here are the 18 stocks Jim Cramer is watching, including a big Goldman call on AI names
August 22, 2023
Tags
Upstart Holdings Inc
Amazon/com Inc
Visa Inc
From
CNBC.com News
Stocks making the biggest moves midday: Roblox, Penn Entertainment, Upstart and more
August 09, 2023
Tags
Toast Inc
IAC Inc
Carvana Co
From
CNBC.com News
Cramer's Lightning Round: Super Micro Computer is not a buy
May 30, 2023
Tags
Verizon Communications Inc
Business
Super Micro Computer Inc
From
CNBC.com News
Stocks making the biggest moves after hours: Airbnb, Twilio, Rivian, Occidental Petroleum and more
May 09, 2023
Tags
U/S/ Markets
Finance
Breaking News: Markets
From
CNBC.com News
Stocks making the biggest moves premarket: Moderna, CarMax, Whirlpool and more
April 11, 2023
Tags
Moderna Inc
Finance
Breaking News: Markets
From
CNBC.com News
Silicon Valley Bank signed exclusive banking deals with some clients, leaving them unable to diversify
March 12, 2023
Tags
Technology
Upstart Holdings Inc
Breaking news
From
CNBC.com News
Jim Cramer says he’s intrigued by these 10 top performing S&P 500 stocks
February 08, 2023
Tags
Stock Picks
Upstart Holdings Inc
Stock markets
From
CNBC.com News
Stocks making the biggest moves midday: Amazon, Alphabet, Apple, Nordstrom, Ford and more
February 03, 2023
Tags
Upstart Holdings Inc
stocks
Stock markets
From
CNBC.com News
Cramer's lightning round: I want to own Sherwin-Williams
February 01, 2023
Tags
Investing
Sherwin/Williams Co
Business News
From
CNBC.com News
Best Stocks To Buy Now: December 04, 2022
December 03, 2022
Tickers
BKNG
CMG
PEGA
UPST
Tags
Upstart Holdings Inc
NYSE: CMG
Best Stocks to Buy Now
From
Best Stocks
Stocks making the biggest moves midday: Disney, Meta Platforms, Lucid Motors, Roblox and more
November 09, 2022
Tags
Roblox Corp
Akamai Technologies Inc
News Corp Class A
From
CNBC.com News
Stocks making the biggest moves premarket: Tesla, Meta, DR Horton and more
November 09, 2022
Tags
Meta Platforms Inc
Markets
Affirm Holdings Inc
From
CNBC.com News
Stocks making the biggest moves midday: Xerox, Logitech, Upstart, Hibbett, Planet Fitness & more
October 25, 2022
Tags
Upstart Holdings Inc
Stock markets
Xerox Holdings Corp
From
CNBC.com News
Jim Cramer's 'dirty dozen' stocks that underscore the carnage in the IPO market
September 27, 2022
Tags
U/S/ Markets
RLX Technology Inc
Asana Inc
From
CNBC.com News
Don’t bet against short sellers in this market, Jim Cramer warns
August 09, 2022
Tags
Stock Picks
Upstart Holdings Inc
AMC Entertainment Holdings Inc
From
CNBC.com News
Stocks making the biggest moves in the premarket: Novavax, GoodRx, Allbirds and more
August 09, 2022
Tags
Novavax Inc
Signet Jewelers Ltd
Take/Two Interactive Software Inc
From
CNBC.com News
Stocks making the biggest moves after hours: Novavax, Upstart, Allbirds and more
August 08, 2022
Tags
Market Insider
Business
Stock markets
From
CNBC.com News
Cramer's lightning round: BHP Group is not a buy
July 25, 2022
Tags
Business
S&P 500
Investment strategy
From
CNBC.com News
Stocks making the biggest moves midday: Twitter, Wynn Resorts, Lululemon, Nio and more
July 11, 2022
Tags
U/S/ Markets
Breaking News: Markets
Finance
From
CNBC.com News
Stocks making the biggest moves midday: Upstart, WD-40, Vita Coco and more
July 08, 2022
Tags
Market Insider
WD/40 Co
Business
From
CNBC.com News
Stocks making the biggest moves premarket: Levi Strauss, GameStop, Twitter and more
July 08, 2022
Tags
Twitter Inc
Berkshire Hathaway Inc
JetBlue Airways Corp
From
CNBC.com News
There’s more pain coming for investors who own buy now, pay later plays, Jim Cramer says
July 06, 2022
Tags
U/S/ Markets
Mad Money
Affirm Holdings Inc
From
CNBC.com News
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.