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home
about us
Investment Approach
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Pagaya Technologies Ltd. - Class A Ordinary Shares
(NQ:
PGY
)
23.54
-0.72 (-2.97%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 6, 2026
Add to My Watchlist
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All News about Pagaya Technologies Ltd. - Class A Ordinary Shares
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Pagaya Closes AAA-Rated $400 Million RPM ABS with Strategic Funding Partner, One William Street
October 06, 2025
From
Pagaya Technologies LTD.
Via
Business Wire
Pagaya Expands Revolving Credit Facility to $132 Million with Top-Tier Banks at Substantially Lower Cost
October 02, 2025
From
Pagaya Technologies Ltd.
Via
Business Wire
3 Dirt Cheap Stocks to Buy With $500 Right Now
↗
September 20, 2025
In five years from now, that $500 could be double, triple, or more.
Via
The Motley Fool
9 Under-the-Radar AI Stocks to Buy Now
↗
September 19, 2025
While megacaps dominate AI headlines, these nine smaller companies offer targeted exposure to edge computing, data infrastructure, and vertical AI applications at more reasonable valuations.
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings Scheduled For August 7, 2025
↗
August 07, 2025
Via
Benzinga
Pagaya Retail Traders Praise Q2 Guidance As Chatter Sees A 46% Spike In 24 Hours
↗
July 17, 2025
Via
Stocktwits
Pagaya Closes Upsized $600 Million PAID Deal, Adding to its Momentum Across ABS Programs
September 17, 2025
From
Pagaya Technologies LTD.
Via
Business Wire
Klarna Stock IPO Soars. Here's Everything You Need to Know.
↗
September 12, 2025
This hot IPO stock made a splash in a quiet IPO market.
Via
The Motley Fool
Topics
Artificial Intelligence
Credit Cards
Initial Public Offering
Guidewire Stock Soars 20%, Reaches An All-Time High On Exceptional Earnings; Clears Technical Benchmark, Hitting 80-Plus RS Rating
↗
September 08, 2025
Guidewire Software stock traded as low as 107 in late April 2024. It traded at about 263 Monday afternoon, an increase of about 140%.
Via
Investor's Business Daily
Topics
Earnings
Pagaya to Participate in Upcoming September Investor Conferences and Events
August 28, 2025
From
Pagaya Technologies Ltd.
Via
Business Wire
Zoom Posts Better-Than-Expected Earnings, Joins Ubiquiti, MINISO Group And Other Big Stocks Moving Higher On Friday
↗
August 22, 2025
Via
Benzinga
Why Pagaya Technologies Stock Was Leaping Higher This Week
↗
August 15, 2025
Following the previous week's earnings release, analysts kept raising their price targets on the company.
Via
The Motley Fool
Could Buying Block Stock Today Set You Up for Life?
↗
August 15, 2025
It's up 30% during the past three months.
Via
The Motley Fool
Topics
Credit Cards
Economy
Pagaya (PGY) Q2 EPS Jumps 540%
↗
August 07, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Pagaya Technologies Ltd -A (NASDAQ:PGY) Surpasses Q2 2025 Estimates with Strong Revenue and EPS Beat
↗
August 07, 2025
Pagaya Technologies (PGY) Q2 2025 earnings beat estimates with $326.4M revenue & $0.64 EPS, driving a 13% pre-market stock surge. Strong growth in network volume & profitability.
Via
Chartmill
Topics
Earnings
12 Information Technology Stocks Moving In Thursday's Pre-Market Session
↗
August 07, 2025
Via
Benzinga
Pagaya Reports Second Quarter and First Half 2025 Results
August 07, 2025
From
Pagaya Technologies Ltd.
Via
Business Wire
Pagaya to Participate in Upcoming August Investor Conferences and Events
July 30, 2025
From
Pagaya Technologies Ltd.
Via
Business Wire
Pagaya Technologies Ltd -A (NASDAQ:PGY): A High-Growth Momentum Stock Aligned with Minervini’s Trend Model
↗
July 29, 2025
Pagaya Technologies (PGY) aligns with Minervini’s Trend Model, showing strong technicals, high relative strength, and accelerating revenue & earnings growth—a top momentum stock.
Via
Chartmill
Pagaya Closes Upsized $500 Million 8.875% Senior Unsecured Notes Offering, Signaling Strong Investor Confidence
July 28, 2025
From
Pagaya Technologies Ltd.
Via
Business Wire
Pagaya Closes AAA-Rated $500 Million PAID Deal, Continuing Strong Execution Across ABS Programs
July 28, 2025
From
Pagaya Technologies LTD.
Via
Business Wire
This Dirt Cheap Stock Is Up 262% This Year. Could It Be the Next Palantir?
↗
July 25, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Pagaya Announces Pricing of Upsized $500 Million 8.875% Senior Unsecured Notes Offering
July 23, 2025
From
Pagaya Technologies LTD.
Via
Business Wire
Pagaya Closes AAA-Rated $400 Million RPM Deal, its Fourth Auto ABS of the Year
July 22, 2025
From
Pagaya Technologies LTD.
Via
Business Wire
Pagaya Announces Proposed Unsecured Senior Notes Offering
July 22, 2025
From
Pagaya Technologies LTD.
Via
Business Wire
The Analyst Verdict: Pagaya Techs In The Eyes Of 4 Experts
↗
July 18, 2025
Via
Benzinga
12 Information Technology Stocks Moving In Thursday's Intraday Session
↗
July 17, 2025
Via
Benzinga
AAR, Lucid Group, Monarch Casino & Resort And Other Big Stocks Moving Higher On Thursday
↗
July 17, 2025
Via
Benzinga
Pagaya Announces Preliminary Second Quarter Results
July 17, 2025
From
Pagaya Technologies Ltd.
Via
Business Wire
Pagaya Signs New Forward Flow Agreement with Castlelake to Purchase Up to $2.5 Billion in Personal Loans
July 14, 2025
From
Pagaya Technologies LTD.
Via
Business Wire
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