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 WK
Recent news which mentions WK
< Previous
1
2
3
4
Next >
1 Glorious Growth Stock Down 47% to Buy on the Dip, According to Wall Street
August 05, 2025
Tickers
WK
Tags
Recent Press Releases
Market News
WK
From
Motley Fool
Why Workiva Stock Rocketed More Than 31% Higher Today
August 01, 2025
Tickers
WK
Tags
Recent Press Releases
Market News
WK
From
Motley Fool
12 Information Technology Stocks Moving In Friday's Intraday Session
August 01, 2025
Tickers
AEVA
APPF
BNZI
LIDR
Tags
BNZI
BZI/TFM
Market News
From
Benzinga
Monolithic Power Systems, Workiva, Interface, AppFolio And Other Big Stocks Moving Higher On Friday
August 01, 2025
Tickers
ANPA
APPF
ATEC
BFAM
Tags
Market News
RDDT
NVT
From
Benzinga
Earnings Scheduled For July 31, 2025
July 31, 2025
Tickers
AAMI
AAPL
ABBV
ACCO
Tags
COHN
RGA
HTGC
From
Benzinga
12 Information Technology Stocks Moving In Monday's After-Market Session
July 07, 2025
Tickers
ABTS
BTOG
IDAI
JAMF
Tags
NEON
BTOG
Movers
From
Benzinga
2 Glorious Growth Stocks Down 36% and 57% You'll Wish You'd Bought on the Dip, According to Wall Street
June 19, 2025
Tickers
DDOG
WK
Tags
Recent Press Releases
^GSPC
WK
From
Motley Fool
Waystar, OneStream, Vertex Among Analyst Favorites As Solid Guidance Fuel Bullish Outlook
May 27, 2025
Tickers
BL
GWRE
NEWS
OS
Tags
VERX
Briefs
Trading Ideas
From
Benzinga
1 Overlooked Growth Stock Down 55% to Buy on the Dip, According to Wall Street
May 05, 2025
Tickers
WK
Tags
Recent Press Releases
Market News
WK
From
Motley Fool
12 Information Technology Stocks Moving In Friday's Intraday Session
May 02, 2025
Tickers
AUR
BTOG
FOXO
HOLO
Tags
VIAV
Market News
BZI/TFM
From
Benzinga
Earnings Scheduled For May 1, 2025
May 01, 2025
Tickers
AAMI
AAPL
ABNB
ACCO
Tags
AS
GTX
FTV
From
Benzinga
10 Information Technology Stocks With Whale Alerts In Today's Session
March 26, 2025
Tickers
AAPL
AMD
ARM
AVGO
Tags
AAPL
AVGO
Benzinga
From
Benzinga
1 Glorious Growth Stock Down 47% You'll Wish You'd Bought on the Dip, According to Wall Street
March 02, 2025
Tickers
WK
Tags
WK
Market News
Recent Press Releases
From
Motley Fool
Why Workiva Stock Is Surging Today
February 26, 2025
Tickers
WK
Tags
Recent Press Releases
Market News
WK
From
Motley Fool
Earnings Scheduled For February 25, 2025
February 25, 2025
Tickers
AGL
AHCO
AHT
ALC
Tags
DOCN
OLO
ALC
From
Benzinga
Why Workiva Stock Plummeted Today
January 22, 2025
Tickers
WK
Tags
Recent Press Releases
WK
Market News
From
Motley Fool
2 Glorious Growth Stocks Down 28% and 73% You'll Wish You'd Bought on the Dip, According to Wall Street
December 24, 2024
Tickers
BILL
WK
Tags
WK
Market News
Recent Press Releases
From
Motley Fool
12 Information Technology Stocks Moving In Tuesday's Pre-Market Session
November 12, 2024
Tickers
BOXL
BTCT
FOXO
KLTR
Tags
NVNI
BOXL
Movers
From
Benzinga
1 Glorious Growth Stock Down 42% You'll Regret not Buying on the Dip, According to Wall Street
November 11, 2024
Tickers
WK
Tags
Market News
WK
Recent Press Releases
From
Motley Fool
1 Growth Stock Down 54% to Buy on the Dip, According to Wall Street
August 06, 2024
Tickers
WK
Tags
Recent Press Releases
WK
Market News
From
Motley Fool
Sustainability Kings: 3 ESG-Minded Stocks That Are Actually Making a Difference
June 28, 2024
Tickers
CVX
HES
KBR
MORN
Tags
CVX
Stocks to Buy
KBR
From
InvestorPlace
2 Glorious Growth Stocks Down 55% and 85% to Buy on the Dip
June 20, 2024
Tickers
BILL
WK
Tags
Market News
WK
BILL
From
Motley Fool
3 Sorry Cloud Computing Stocks to Sell in May While You Still Can
May 27, 2024
Tickers
CSCO
MSFT
ORCL
PANW
Tags
ZM
ORCL
CSCO
From
InvestorPlace
Investing on Steroids: 7 High-Growth Stocks for the Bold and Daring
May 24, 2024
Tickers
BILL
DUOL
FRSH
GLOB
Tags
GLOB
WK
Stocks to Buy
From
InvestorPlace
1 Glorious Growth Stock Down 49% to Buy Hand Over Fist, According to Wall Street
May 07, 2024
Tickers
CRM
MSFT
NVDA
WK
Tags
Market News
NVDA
CRM
From
Motley Fool
Amgen Posts Upbeat Results, Joins OneSpan, Paylocity Holding, MercadoLibre And Other Big Stocks Moving Higher On Friday
May 03, 2024
Tickers
AAPL
ALHC
AMGN
ARDX
Tags
ALHC
TDW
CGON
From
Benzinga
Cheap Tricks: 7 Beaten-Down Tech Stocks to Buy Before the Comeback
May 03, 2024
Tickers
CNXC
CRSR
DDD
GILT
Tags
UPLD
CNXC
Market News
From
InvestorPlace
WK Stock Earnings: Workiva Beats EPS, Beats Revenue for Q1 2024
May 02, 2024
Tickers
WK
Tags
Earnings Reports
NYSE:WK
WK
From
InvestorPlace
3 Brands That Should Sign Caitlin Clark After Her Viral March Madness Run
April 15, 2024
Tickers
CASY
NKE
PEP
PFG
Tags
NYSE:NKE,NASDAQ:PEP,NYSE:PFG,NASDAQ:CASY,NYSE:WK
Market News
PEP
From
InvestorPlace
2 Superb Stocks Down 8% and 14% in 2024 You'll Wish You'd Bought on the Dip
March 28, 2024
Tickers
WK
ZS
Tags
Recent Press Releases
^GSPC
ZS
From
Motley Fool
< Previous
1
2
3
4
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.