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
SoFi Technologies, Inc. - Common Stock
(NQ:
SOFI
)
19.25
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EST, Mar 5, 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 SoFi Technologies, Inc. - Common Stock
< Previous
1
2
...
11
12
13
14
15
16
17
18
19
...
99
100
Next >
Is This Potential Multibagger Stock the Next SoFi?
↗
September 17, 2025
2025 has been a good year to go public, unless you're this fintech company.
Via
The Motley Fool
Why SoFi (SOFI) Stock Is Down Today
September 16, 2025
Shares of digital financial services company SoFi Technologies (NASDAQ:SOFI) fell 1.2% in the afternoon session after the stock pulled back following a recent rally.
Via
StockStory
Topics
Initial Public Offering
SoFi Stock Pulls Back From 52-Week High Ahead Of Fed Decision: What's Going On?
↗
September 16, 2025
SoFi Technologies shares are falling Tuesday. Monday's rally pushed the stock to a new 52-week high.
Via
Benzinga
Topics
Economy
2 High-Flying Stocks Worth Your Attention and 1 We Question
September 16, 2025
"You get what you pay for" often applies to expensive stocks with best-in-class business models and execution. While their quality can sometimes justify the premium, they typically experience elevated...
Via
StockStory
SoFi Stock Hits 4.5-Year Highs, Needham Says Lending Growth Outlook Brightens
↗
September 10, 2025
Via
Stocktwits
This Is What Whales Are Betting On SoFi Technologies
↗
September 08, 2025
Via
Benzinga
SoFi Technologies Stock Hit A New 52-Week High Today: What's Going On?
↗
September 15, 2025
SoFi Technologies shares are trading higher Monday. Investors are positioning ahead of this week's key Federal Reserve meeting.
Via
Benzinga
Topics
Economy
Where Will SoFi Technologies Stock Be in 1 Year?
↗
September 15, 2025
The "one-stop shop" for digital banking has a bright future.
Via
The Motley Fool
Topics
Artificial Intelligence
Credit Cards
Best Growth Stock: SoFi Stock vs. PayPal Stock
↗
September 15, 2025
The financial industry is undergoing significant changes.
Via
The Motley Fool
SoFi Bets Big On AI With First ETF Launch In Two Years
↗
September 13, 2025
SoFi re-enters the ETF market with its Agentic AI fund, targeting next-gen AI leaders from Nvidia to Deere amid a crowded thematic investing space.
Via
Benzinga
Topics
Artificial Intelligence
ETFs
Could Buying SoFi Technologies Stock Today Set You Up for Life?
↗
September 13, 2025
The digital bank is rapidly gaining share in an important financial market.
Via
The Motley Fool
Better Growth Stock: Robinhood vs. SoFi
↗
September 12, 2025
These two fintech stocks are exploding, but they have different stories.
Via
The Motley Fool
Topics
Credit Cards
Personal Loan Stocks Q2 Teardown: SoFi (NASDAQ:SOFI) Vs The Rest
September 11, 2025
Via
StockStory
Mortgage Rate Dip Ignites Housing Market: Purchase Applications Soar to Four-Year High
September 11, 2025
The U.S. housing market is experiencing a significant resurgence as a recent decline in mortgage rates has ignited buyer demand, propelling purchase applications to their highest year-over-year growth...
Via
MarketMinute
Topics
Bonds
Economy
Supply Chain
Mortgage Rates Mirror Treasury Yields in Steep Descent, Signaling Economic Crossroads
September 11, 2025
The financial landscape is currently undergoing a significant shift as both the benchmark 10-year U.S. Treasury yield and average mortgage rates experience a sharp and sustained downward trajectory....
Via
MarketMinute
Topics
Bonds
Economy
Supply Chain
2 Cathie Wood Stocks to Buy and Hold for 10 Years
↗
September 11, 2025
Both of these tech stocks have performed well this year, but they have plenty of upside left.
Via
The Motley Fool
Topics
ETFs
Why SoFi (SOFI) Stock Is Up Today
September 11, 2025
Shares of digital financial services company SoFi Technologies (NASDAQ:SOFI) jumped 3.5% in the afternoon session after Needham raised its price target on the company.
Via
StockStory
Topics
Artificial Intelligence
Initial Public Offering
1 Reason Wall Street Is Obsessed With SoFi Stock
↗
September 11, 2025
Bullish sentiment has never been stronger, as share prices have skyrocketed 266% in the past year.
Via
The Motley Fool
U.S. Bank Stocks Soared in August. Can the Rally Continue for These 2 Companies?
↗
September 11, 2025
Bank stocks significantly outperformed the broader benchmark S&P 500 in August.
Via
The Motley Fool
Topics
Bonds
Credit Cards
ETFs
Assessing SoFi Technologies: Insights From 14 Financial Analysts
↗
September 10, 2025
Via
Benzinga
Is SoFi Technologies Stock a Buy Now?
↗
September 09, 2025
A whole bunch of investors seem to think so... maybe too many.
Via
The Motley Fool
Topics
Credit Cards
Mortgage Pressures Ease, 3 Stocks to Rally on Lower Rates
↗
September 09, 2025
As mortgage rates start to come down ahead of the big Fed decision, these three stocks show several signs of running into new highs shortly.
Via
MarketBeat
Topics
ETFs
Economy
Is SoFi Stock a Millionaire Maker?
↗
September 09, 2025
SoFi is growing quickly, and the company is tapping into a vast fintech market. But sustaining the current trajectory will be challenging.
Via
The Motley Fool
Topics
Credit Cards
Earnings
SoFi Stock Hit a 4-Year High. Is It Too Late to Buy?
↗
September 09, 2025
SoFi stock is up 83% this year.
Via
The Motley Fool
2025's Best Investment So Far Probably Isn't What You Think
↗
September 08, 2025
It's been an eventful year for investors.
Via
The Motley Fool
Topics
Artificial Intelligence
World Trade
Wall Street Braces for "September Effect" While Eyeing Robust Q4 Rebound
September 08, 2025
Wall Street is currently navigating a period of cautious optimism, a delicate balancing act against the backdrop of the historical "September Effect" – a notorious pattern of market underperformance...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
3 Fintech Stocks Beating the Market in 2025
↗
September 08, 2025
Fintech stocks are back in focus in 2025, with DLO, AFRM, and SOFI all posting strong earnings and year-to-date gains, highlighting renewed investor optimism.
Via
MarketBeat
2 Financials Stocks with Solid Fundamentals and 1 We Brush Off
September 08, 2025
Financial providers use their expertise in capital allocation and risk assessment to help facilitate economic growth while offering consumers and businesses essential financial services. These...
Via
StockStory
Topics
Stocks
The IPO Window Is Officially Open. 3 Upcoming Listings Investors Should Keep an Eye On.
↗
September 07, 2025
After several years of slow IPO activity, several private companies are ready to hit the public markets.
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
Could Buying SoFi Stock Today Set You Up for Life?
↗
September 06, 2025
It's more than tripled over the past year, but it may not be too late to buy.
Via
The Motley Fool
< Previous
1
2
...
11
12
13
14
15
16
17
18
19
...
99
100
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.