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
...
9
10
11
12
13
14
15
16
17
...
32
33
Next >
SoFi Stock Falls On Soft Guidance Despite 'Strong Quarter' With Record Member Growth, Loan Originations: Analyst
January 27, 2025
Tickers
NEWS
SOFI
Tags
Expert Ideas
News
Reginald L/ Smith
From
Benzinga
SoFi Technologies (SOFI) Q4 2024 Earnings Call Transcript
January 27, 2025
Tickers
SOFI
Tags
Market News
Recent Press Releases
SOFI
From
Motley Fool
Tech Stocks Tumble On AI Nightmare, Nvidia Eyes Worst Day Since March 2020, Bitcoin Drops Below $100,000: What's Driving Markets Monday?
January 27, 2025
Tickers
AAPL
AI
AVGO
BITCOMP
Tags
Large Cap
AAPL
Market News
From
Benzinga
10 Financials Stocks Whale Activity In Today's Session
January 27, 2025
Tickers
AXP
COIN
GCMG
HOOD
Tags
STNE
SOFI
V
From
Benzinga
The Story Behind SoFi’s Earnings: Insights from the CEO
January 27, 2025
Tickers
NEWS
SOFI
Tags
Stocks
sofi
News
From
Wall Street Pit
SoFi Earnings: The Good and the Bad
January 27, 2025
Tickers
SOFI
Tags
Market News
SOFI
Recent Press Releases
From
Motley Fool
SoFi Just Had Its "Best Year Ever": Here's Why the Stock Is Plunging Anyway
January 27, 2025
Tickers
SOFI
Tags
SOFI
Recent Press Releases
Market News
From
Motley Fool
SoFi Q4 Earnings: Lackluster FY25 Profit Outlook Overshadows Performance, Stock Slides
January 27, 2025
Tickers
NEWS
SOFI
Tags
News
Earnings
Equities
From
Benzinga
SoFi Stock Sinks Despite Smashing Revenue Expectations
January 27, 2025
Tickers
NEWS
SOFI
Tags
Stocks
sofi
News
From
Wall Street Pit
Jim Cramer Is Worried About This Consumer Cyclical Stock: 7% Yield? 'Something May Be Wrong Here'
January 27, 2025
Tickers
ABT
CWST
NEWS
NU
Tags
Long Ideas
Jim Cramer
Markets
From
Benzinga
Earnings Scheduled For January 27, 2025
January 27, 2025
Tickers
AGNC
ARE
BMRC
BOH
Tags
EFSC
CR
BZI/UE
From
Benzinga
Better Fintech Stock: Upstart vs. SoFi
January 26, 2025
Tickers
SOFI
UPST
Tags
Recent Press Releases
UPST
SOFI
From
Motley Fool
Better Fintech Stock: SoFi Technologies vs. Nu Holdings
January 25, 2025
Tickers
NU
SOFI
Tags
NU
Recent Press Releases
SOFI
From
Motley Fool
Massive News for SoFi Stock Investors
January 25, 2025
Tickers
SOFI
Tags
Recent Press Releases
SOFI
Market News
From
Motley Fool
This Cathie Wood Fintech Stock Just Hit a New 52-Week High -- but I'm Not Selling a Single Share
January 25, 2025
Tickers
ARKF
ARKK
SOFI
Tags
Recent Press Releases
ARKF
ARKK
From
Motley Fool
Is SoFi Overheating? Strong Bullish Trend Meets Analyst Caution Ahead Of Q4 Earnings
January 24, 2025
Tickers
NEWS
SOFI
TECH
Tags
Pro Project
Earnings
Fintech
From
Benzinga
Where Will SoFi Stock Be in 5 Years?
January 24, 2025
Tickers
SOFI
Tags
SOFI
Recent Press Releases
Market News
From
Motley Fool
The Future of Finance: 3 Fintech Stocks Set to Take Wall Street by Storm in 2025
January 23, 2025
Tickers
PYPL
SEZL
SOFI
Tags
PYPL
SOFI
Trading Ideas
From
Benzinga
Should You Buy SoFi Technologies Before Jan. 27?
January 23, 2025
Tickers
SOFI
Tags
SOFI
Recent Press Releases
Market News
From
Motley Fool
Prediction: SoFi Will Beat the Market. Here's Why.
January 23, 2025
Tickers
SOFI
Tags
Market News
Recent Press Releases
SOFI
From
Motley Fool
Peering Into SoFi Techs's Recent Short Interest
January 22, 2025
Tickers
SOFI
Tags
Short Sellers
Trading Ideas
Short Ideas
From
Benzinga
SoFi Just Hit a New 52-Week High -- Can It Keep Rising?
January 21, 2025
Tickers
SOFI
Tags
Market News
Recent Press Releases
^GSPC
From
Motley Fool
MicroStrategy, SoFi Technologies And Carvana Are Among Top Large-Cap Gainers Last Week (Jan 13-Jan 17): Are The Others In Your Portfolio?
January 19, 2025
Tickers
BLDR
CVNA
HEES
HOOD
Tags
News
WMT
SYM
From
Benzinga
The Smartest Fintech Stocks to Buy With $500 Right Now
January 19, 2025
Tickers
AXP
SOFI
Tags
Market News
Recent Press Releases
AXP
From
Motley Fool
3 No-Brainer Fintech Stocks to Buy With $200 Right Now
January 18, 2025
Tickers
PYPL
SOFI
UPST
Tags
Market News
SOFI
PYPL
From
Motley Fool
Should You Buy SoFi Stock Before Jan. 27?
January 17, 2025
Tickers
SOFI
Tags
Recent Press Releases
SOFI
Market News
From
Motley Fool
What's Going On With SoFi Technologies Stock Thursday?
January 16, 2025
Tickers
NEWS
SOFI
Tags
SOFI
Movers
why it's moving
From
Benzinga
This Affirm Holdings Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Wednesday
January 15, 2025
Tickers
AFRM
CURB
ENB
ENB
Tags
TRP
top initiations/
AFRM
From
Benzinga
Warner Bros. Discovery Adds Anthony Noto, Joey Levin To Board, Shares Tick Higher
January 14, 2025
Tickers
ANGI
NEWS
SOFI
WBD
Tags
Market News
WBD
David Zaslav
From
Benzinga
Spotlight on SoFi Techs: Analyzing the Surge in Options Activity
January 14, 2025
Tickers
SOFI
Tags
Market News
Benzinga
BZI/UOA
From
Benzinga
< Previous
1
2
...
9
10
11
12
13
14
15
16
17
...
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.