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home
about us
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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
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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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
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Sample Portfolio
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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
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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
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Total Asset Fund (TAF)
TAF® Program
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Additional Information
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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
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Coastal Financial Corporation - Common Stock
(NQ:
CCB
)
113.33
-0.36 (-0.32%)
Streaming Delayed Price
Updated: 9:30 AM EST, Jan 16, 2026
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All News about Coastal Financial Corporation - Common Stock
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Small-Cap Stocks: An Undervalued Opportunity in a Cautious Market?
August 21, 2025
In a financial landscape increasingly dominated by the towering valuations of large-cap technology giants, a quieter, yet potentially profound, narrative is unfolding within the small-cap segment of...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Why Coastal Financial (CCB) Stock Is Trading Up Today
August 13, 2025
Shares of banking services provider Coastal Financial (NASDAQ:CCB) jumped 4.6% in the afternoon session after the company announced the appointment of four new members to its executive leadership team...
Via
StockStory
Topics
Economy
World Trade
Beyond The Numbers: 4 Analysts Discuss Coastal Finl Stock
↗
March 04, 2025
Via
Benzinga
4 Analysts Assess Coastal Finl: What You Need To Know
↗
February 13, 2025
Via
Benzinga
Recap: Coastal Finl Q4 Earnings
↗
January 28, 2025
Via
Benzinga
Coastal Expands Executive Team with Key Leadership Appointments
August 13, 2025
From
Coastal Financial Corporation
Via
GlobeNewswire
Unpacking Q2 Earnings: Coastal Financial (NASDAQ:CCB) In The Context Of Other Regional Banks Stocks
August 03, 2025
Earnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let’s have a look at Coastal Financial (NASDAQ:CCB) and its peers.
Via
StockStory
Eastern Bank, Dime Community Bancshares, Comerica, Columbia Banking System, and Coastal Financial Stocks Trade Down, What You Need To Know
August 01, 2025
A number of stocks fell in the morning session after a surprisingly weak July jobs report and the announcement of sweeping new tariffs fueled fears of an economic slowdown and an impending interest...
Via
StockStory
Topics
Economy
World Trade
(CCB) - Analyzing Coastal Finl's Short Interest
↗
January 21, 2025
Via
Benzinga
Exploring NASDAQ:CCB's CANSLIM characteristics.
↗
January 13, 2025
Why COASTAL FINANCIAL CORP/WA (NASDAQ:CCB) is Poised for High Growth.
Via
Chartmill
Why the growth investor may take a look at COASTAL FINANCIAL CORP/WA (NASDAQ:CCB).
↗
December 23, 2024
Should you consider COASTAL FINANCIAL CORP/WA (NASDAQ:CCB) for growth investing?
Via
Chartmill
Peeling Back The Layers: Exploring Coastal Finl Through Analyst Insights
↗
December 12, 2024
Via
Benzinga
Coastal Financial (NASDAQ:CCB) Misses Q2 Revenue Estimates
July 29, 2025
Banking services provider Coastal Financial (NASDAQ:CCB) fell short of the market’s revenue expectations in Q2 CY2025, with sales falling 11.7% year on year to $119.4 million. Its GAAP profit of $0.71...
Via
StockStory
Topics
Credit Cards
Coastal Financial Corporation Announces Second Quarter 2025 Results
July 29, 2025
From
Coastal Financial Corporation
Via
GlobeNewswire
Coastal Financial (CCB): 3 Reasons We Love This Stock
July 16, 2025
Coastal Financial currently trades at $97.35 and has been a dream stock for shareholders. It’s returned 601% since July 2020, blowing past the S&P 500’s 93.9% gain. The company has also beaten the...
Via
StockStory
Topics
Stocks
1 Small-Cap Stock on Our Buy List and 2 to Turn Down
July 14, 2025
Small-cap stocks can be incredibly lucrative investments because their lack of analyst coverage leads to frequent mispricings. However, these businesses (and their stock prices) often stay small...
Via
StockStory
3 Market-Beating Stocks to Research Further
July 09, 2025
The best-performing stocks typically have robust sales growth, increasing margins, and rising returns on capital, and those that can maintain this trifecta year in and year out often become the legends...
Via
StockStory
2 Bank Stocks with Competitive Advantages and 1 to Turn Down
June 19, 2025
Banks play a critical role in the financial system, providing everything from commercial loans to wealth management and payment processing services. But concerns about loan losses and tightening...
Via
StockStory
Topics
Stocks
Analyst Expectations For Coastal Financial's Future
↗
April 30, 2025
Via
Benzinga
Coastal Financial Corporation Announces First Quarter 2025 Results
April 29, 2025
From
Coastal Financial Corporation
Via
GlobeNewswire
What Analysts Are Saying About Coastal Financial Stock
↗
April 02, 2025
Via
Benzinga
Robinhood Expands Into Banking, Will Offer Customers 4% Savings APY And Cash Home Delivery
↗
March 27, 2025
Robinhood Markets Inc. is transforming its business model by launching an integrated suite of financial services designed to attract retail investors seeking more sophisticated private banking and...
Via
Benzinga
Is Coastal Finl Gaining or Losing Market Support?
↗
March 14, 2025
Via
Benzinga
Coastal Financial Hits A String Of All Time Highs
↗
March 03, 2025
Revenue is expected to grow 24.32% this year and another 35.73% next year. Earnings are estimated to increase 48.92% this year and an additional 55.11% next year.
Via
Talk Markets
Topics
Stocks / Equities
Shining a Light on New Investment Opportunities: Small Caps Emerge from the Shadows at the Groundhog Investment Conference
February 04, 2025
From
Emerald Asset Management PA, LLC
Via
Business Wire
Coastal Financial Corporation Announces Fourth Quarter 2024 Results
January 28, 2025
From
Coastal Financial Corporation
Via
GlobeNewswire
V-Ramp Blowoff Top Incoming?
↗
January 25, 2025
In this video, I review the most recent trading session and discuss the mixed messages being delivered by the markets.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Overall Market Update And Reviewing Two Beautiful Setups From The Past Week
↗
January 18, 2025
In this video, I review the structure of the overall market, give an update for two trading setups from the past week, and discuss a new trade setup.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Coastal Financial Corporation Prices Public Offering of Common Stock
December 10, 2024
From
Coastal Financial Corporation
Via
GlobeNewswire
Coastal Financial Corporation Announces Proposed Public Offering of Common Stock
December 10, 2024
From
Coastal Financial Corporation
Via
GlobeNewswire
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