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 sofi
Recent news which mentions sofi
< Previous
1
2
3
4
5
6
7
8
9
...
32
33
Next >
Is SoFi Technologies Gaining or Losing Market Support?
August 14, 2025
Tickers
SOFI
Tags
Market News
Short Sellers
Short Ideas
From
Benzinga
10 Financials Stocks With Whale Alerts In Today's Session
August 14, 2025
Tickers
AFRM
C
COIN
FIS
Tags
SUPV
TREE
FIS
From
Benzinga
Is XRP a Buy While It's Below $5?
August 14, 2025
Tickers
BTC
CHYM
COIN
CRCL
Tags
HOOD
SOFI
CRCL
From
Motley Fool
MSCI Set To Shakes Up Global ETF Lineups — SoFi, Affirm, Rocket Lab Join
August 13, 2025
Tickers
ACIM
ACWI
AFRM
EEM
Tags
Market News
AFRM
Emerging Market ETFs
From
Benzinga
As Share Dilution Concerns Cloud SoFi's Capital Raise, Its Powerful Growth Story Continues To Capture Wall Street's Focus
August 13, 2025
Tickers
NEWS
SOFI
Tags
News
Market News
why it's moving
From
Benzinga
10 Financials Stocks Whale Activity In Today's Session
August 12, 2025
Tickers
COIN
FUTU
GLXY
HOOD
Tags
BZI/AUOA
Options
Market News
From
Benzinga
3 Reasons to Buy SoFi Technologies Stock Now, and 2 Reasons to Wait
August 12, 2025
Tickers
SOFI
Tags
Market News
Recent Press Releases
SOFI
From
Motley Fool
2 Stocks That Have More Than Doubled in the Past Year and Still Have Room to Run
August 11, 2025
Tickers
DIS
FUBO
SOFI
Tags
Market News
DIS
SOFI
From
Motley Fool
SoFi Just Posted Earnings. Here's What Stood Out
August 11, 2025
Tickers
SOFI
Tags
Recent Press Releases
SOFI
Market News
From
Motley Fool
5 Important Takeaways From SoFi's Blowout Earnings Report
August 09, 2025
Tickers
SOFI
Tags
Market News
SOFI
Recent Press Releases
From
Motley Fool
Prediction: 2 Stocks That Will Be Worth More Than Upstart 5 Years From Now
August 09, 2025
Tickers
RELY
SOFI
UPST
Tags
RELY
Recent Press Releases
SOFI
From
Motley Fool
While Investors Scrutinize SoFi's Recent Stock Offering, Strong Earnings Continue To Steer The Conversation
August 08, 2025
Tickers
NEWS
SOFI
Tags
SOFI
Benzinga
why it's moving
From
Benzinga
10 Financials Stocks Whale Activity In Today's Session
August 08, 2025
Tickers
AFRM
AXP
COF
GLXY
Tags
GLXY
MS
XYZ
From
Benzinga
10 Financials Stocks Whale Activity In Today's Session
August 07, 2025
Tickers
COIN
HOOD
JPM
MA
Tags
Options
Market News
SEZL
From
Benzinga
Why SoFi Stock Jumped 24% in July
August 07, 2025
Tickers
SOFI
Tags
Market News
SOFI
Recent Press Releases
From
Motley Fool
If You'd Invested $1,000 in SoFi 5 Years Ago, Here's How Much You'd Have Today
August 07, 2025
Tickers
SOFI
Tags
Recent Press Releases
SOFI
Market News
From
Motley Fool
SoFi Stock Price Has Crashed: Is It Safe To Buy The Dip?
August 06, 2025
Tickers
SOFI
Tags
Stocks / Equities
Market News
Technology
From
TalkMarkets
10 Financials Stocks With Whale Alerts In Today's Session
August 06, 2025
Tickers
AJG
BAC
BULL
HOOD
Tags
OSCR
SOFI
Benzinga
From
Benzinga
Where Will SoFi Technologies Be in 5 Years?
August 06, 2025
Tickers
SOFI
Tags
Recent Press Releases
SOFI
Market News
From
Motley Fool
Palantir Technologies To Rally More Than 13%? Here Are 10 Top Analyst Forecasts For Tuesday
August 05, 2025
Tickers
BGS
GTM
LAD
NEWS
Tags
W
PRAA
Price Target
From
Benzinga
SoFi Stock Investors Need to Know This!
August 05, 2025
Tickers
SOFI
Tags
Market News
Recent Press Releases
SOFI
From
Motley Fool
SoFi's Incredible Momentum Continues
August 05, 2025
Tickers
SOFI
Tags
Market News
Recent Press Releases
SOFI
From
Motley Fool
She's 64, Retired, And Checks Her Schwab Account 5 Times A Day — 'How Do I Stop Obsessing About My Retirement Accounts?'
August 03, 2025
Tickers
SOFI
Tags
Market News
Personal Finance
Personal Finance Access
From
Benzinga
Why Did SoFi Stock Sale Announcement Cause the Stock Price to Fall?
August 02, 2025
Tickers
SOFI
Tags
Market News
SOFI
Recent Press Releases
From
Motley Fool
Great News for SoFi Stock Investors!
August 02, 2025
Tickers
SOFI
Tags
SOFI
Recent Press Releases
Market News
From
Motley Fool
SoFi Stock Analysis: Buy or Sell?
August 02, 2025
Tickers
SOFI
Tags
Recent Press Releases
SOFI
Market News
From
Motley Fool
Cathie Wood's Ark Invest Loads Up On Coinbase, Roku, Illumina, And Bitmine Immersion
August 02, 2025
Tickers
ARKF
ARKG
ARKK
ARKW
Tags
Market News
ARKG
KTOS
From
Benzinga
EXCLUSIVE: July's 20 Most-Searched Tickers On Benzinga Pro — Where Do Opendoor, Nvidia, Apple Stock Rank?
August 01, 2025
Tickers
AAPL
AMD
AMZN
APLD
Tags
PMN
NVDA
AMD
From
Benzinga
10 Financials Stocks Whale Activity In Today's Session
August 01, 2025
Tickers
BAC
BCS
C
COIN
Tags
XYZ
C
WFC
From
Benzinga
1 Reason to Buy SoFi Stock (SOFI)
August 01, 2025
Tickers
SOFI
Tags
Market News
Recent Press Releases
SOFI
From
Motley Fool
< Previous
1
2
3
4
5
6
7
8
9
...
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.