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
Workiva Inc. Class A Common Stock
(NY:
WK
)
81.86
-1.08 (-1.30%)
Streaming Delayed Price
Updated: 11:23 AM EST, Jan 27, 2026
Add to My Watchlist
Quote
Overview
Detailed Quote
Charting
Historical Prices
News
Press Releases
Research
Quarterly Reports
Insider Filings
Other Filings
All News about Workiva Inc. Class A Common Stock
< Previous
1
2
3
4
5
6
7
8
9
...
12
13
Next >
Workday, BILL, Workiva, Zscaler, and Snowflake Stocks Trade Down, What You Need To Know
October 07, 2025
A number of stocks fell in the afternoon session after markets pulled back as a report raised concerns about artificial intelligence demand and profitability.
Via
StockStory
Topics
Artificial Intelligence
Economy
1 Glorious Growth Stock Down 49% to Buy Hand Over Fist in October
↗
October 07, 2025
Workiva is supercharging its successful product portfolio with artificial intelligence.
Via
The Motley Fool
Topics
Artificial Intelligence
12 Information Technology Stocks Moving In Thursday's After-Market Session
↗
October 02, 2025
Via
Benzinga
The Trade Desk, GitLab, SoundHound AI, Okta, and Workiva Shares Skyrocket, What You Need To Know
October 02, 2025
A number of stocks jumped in the afternoon session after a share sale catapulted OpenAI to a staggering $500 billion valuation, making it the world's most valuable startup and fueling broad optimism...
Via
StockStory
Topics
Artificial Intelligence
Initial Public Offering
Earnings Scheduled For November 5, 2025
↗
November 05, 2025
Via
Benzinga
Workiva Earnings: What To Look For From WK
November 03, 2025
Cloud reporting platform Workiva (NYSE:WK) will be reporting earnings this Wednesday after market hours. Here’s what you need to know.
Via
StockStory
Topics
Artificial Intelligence
3 Low-Volatility Stocks We Think Twice About
November 02, 2025
Stability is great, but low-volatility stocks may struggle to deliver market-beating returns over time as they sometimes underperform during bull markets.
Via
StockStory
1 Safe-and-Steady Stock to Own for Decades and 2 We Brush Off
October 27, 2025
Stability is great, but low-volatility stocks may struggle to deliver market-beating returns over time as they sometimes underperform during bull markets.
Via
StockStory
Workiva Inc. Sets Date for Third Quarter 2025 Financial Release and Conference Call
October 08, 2025
From
Workiva Inc.
Via
Business Wire
3 Small-Cap Stocks That Concern Us
October 02, 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
BMO Capital Markets Reiterates Optimism on Workiva (WK), Signaling Strong Outlook Amidst Evolving ESG Landscape
September 30, 2025
BMO Capital Markets has consistently maintained an "Outperform" rating for Workiva (NYSE: WK), a leading cloud platform for financial, ESG, and risk reporting, underscoring a robust long-term outlook...
Via
MarketMinute
Topics
Artificial Intelligence
Q2 Earnings Highlights: Intuit (NASDAQ:INTU) Vs The Rest Of The Finance and HR Software Stocks
September 23, 2025
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Intuit (NASDAQ:INTU) and the...
Via
StockStory
1 Volatile Stock with Exciting Potential and 2 Facing Challenges
September 19, 2025
Volatility cuts both ways - while it creates opportunities, it also increases risk, making sharp declines just as likely as big gains. This unpredictability can shake out even the most experienced...
Via
StockStory
Q2 Finance and HR Software Earnings: Marqeta (NASDAQ:MQ) Impresses
September 11, 2025
Let’s dig into the relative performance of Marqeta (NASDAQ:MQ) and its peers as we unravel the now-completed Q2 finance and hr software earnings season.
Via
StockStory
2 Software Stocks Worth Your Attention and 1 We Brush Off
September 11, 2025
From commerce to culture, software is digitizing every aspect of our lives. Companies bringing it to life have been rewarded with high valuation multiples that make fundraising easier, but they have...
Via
StockStory
Topics
Stocks
Workiva Unveils Intelligent Finance, GRC, and Sustainability to Accelerate AI Transformation for the Office of the CFO
September 09, 2025
From
Workiva Inc.
Via
Business Wire
ChargePoint, Root, Adobe, Okta, and Workiva Stocks Trade Down, What You Need To Know
September 02, 2025
A number of stocks fell in the afternoon session after the major indices continued to retreat amid profit-taking and renewed concerns about tariffs. Investors reacted to a federal court ruling that...
Via
StockStory
Topics
Economy
Government
Law Enforcement
1 Unprofitable Stock to Keep an Eye On and 2 We Find Risky
September 02, 2025
Unprofitable companies can burn through cash quickly, leaving investors exposed if they fail to turn things around. Without a clear path to profitability, these businesses risk running out of capital...
Via
StockStory
Finance and HR Software Stocks Q2 Recap: Benchmarking Workiva (NYSE:WK)
August 28, 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 Workiva (NYSE:WK) and its peers.
Via
StockStory
Jackson Financial, Equitable Holdings, Pathward Financial, Origin Bancorp, and Workiva Stocks Trade Up, What You Need To Know
August 22, 2025
A number of stocks jumped in the afternoon session after the major indices rebounded, as Fed Chair Jerome Powell delivered dovish remarks at the much-awaited Jackson Hole symposium. Powell suggested...
Via
StockStory
Topics
Economy
World Trade
2 Growth Stocks Set to Flourishand 1 Facing Headwinds
August 21, 2025
Growth is a hallmark of all great companies, but the laws of gravity eventually take hold. Those who rode the COVID boom and ensuing tech selloff in 2022 will surely remember that the market’s...
Via
StockStory
Workday, Workiva, Zoom, Tenable, and Amplitude Shares Are Soaring, What You Need To Know
August 13, 2025
A number of stocks jumped in the afternoon session after the SaaS sector continued to rally as favorable inflation data bolstered hopes for a Federal Reserve interest rate cut.
Via
StockStory
Topics
Economy
World Trade
WK Q2 Deep Dive: Broad-Based Platform Demand and Margin Expansion Fuel Guidance Raise
August 12, 2025
Financial and compliance reporting software company Workiva (NYSE:WK) reported Q2 CY2025 results exceeding the market’s revenue expectations, with sales up 21.2% year on year to $215.2 million. The...
Via
StockStory
2 Reasons to Watch WK and 1 to Stay Cautious
August 12, 2025
Workiva has gotten torched over the last six months - since February 2025, its stock price has dropped 21.9% to $71.12 per share. This may have investors wondering how to approach the situation.
Via
StockStory
2 Small-Cap Stocks with Competitive Advantages and 1 Facing Challenges
August 07, 2025
Many small-cap stocks have limited Wall Street coverage, giving savvy investors the chance to act before everyone else catches on. But the flip side is that these businesses have increased downside...
Via
StockStory
1 Glorious Growth Stock Down 47% to Buy on the Dip, According to Wall Street
↗
August 05, 2025
Workiva's platform is becoming an essential tool for increasingly complex organizations.
Via
The Motley Fool
Topics
Emissions
Why Workiva Stock Rocketed More Than 31% Higher Today
↗
August 01, 2025
The enterprise software specialist's offerings are clearly resonating with clients.
Via
The Motley Fool
Let's have a look at the top gainers and losers one hour before the close of the markets of today's session.
↗
August 01, 2025
Looking for insights into the US markets one hour before the close of the markets on Friday? Delve into the top gainers and losers of today's session and gain valuable market intelligence.
Via
Chartmill
12 Information Technology Stocks Moving In Friday's Intraday Session
↗
August 01, 2025
Via
Benzinga
These stocks are moving in today's session
↗
August 01, 2025
Keep an eye on the top gainers and losers in Friday's session, as they reflect the most notable price movements.
Via
Chartmill
< Previous
1
2
3
4
5
6
7
8
9
...
12
13
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.