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home
about us
Investment Approach
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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
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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
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StoneCo Ltd. - Class A Common Share
(NQ:
STNE
)
12.22
-2.33 (-16.01%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Apr 24, 2026
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Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on
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What 5 Analyst Ratings Have To Say About StoneCo
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April 20, 2022
Within the last quarter, StoneCo (NASDAQ:STNE) has observed the following analyst ratings:
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March 18, 2022
A whale with a lot of money to spend has taken a noticeably bullish stance on StoneCo. Looking at options history for StoneCo (NASDAQ:STNE) we detected 19 strange trades.
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Benzinga's Top Ratings Upgrades, Downgrades For April 8, 2022
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March 18, 2022
StoneCo Ltd (NASDAQ: STNE) shares are trading significantly higher Friday morning after the company reported financial results. StoneCo said fourth-quarter revenue...
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NASDAQ:STNE Long Term Investor Alert: Investigation of Potential Wrongdoing at StoneCo Ltd.
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April 05, 2022
San Diego, CA -- (SBWIRE) -- 04/05/2022 -- An investigation on behalf of current long-term investors in shares of StoneCo Ltd. (NASDAQ:STNE) concerning potential breaches of fiduciary duties by certain...
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March 21, 2022
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March 18, 2022
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Benzinga's Top Ratings Upgrades, Downgrades For April 5, 2022
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March 18, 2022
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12 Information Technology Stocks Moving In Friday's Intraday Session
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Gainers CooTek (Cayman) (NYSE:CTK) shares rose 45.2% to $0.34 during Friday's regular session. The current volume of 31.4 million shares is 763.2% of CooTek (Cayman)...
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Is STNE Stock a Buy Right Now? 3 Analysts Weigh In on StoneCo Price Predictions.
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March 18, 2022
STNE stock is up a staggering 41% today after offering promising guidance for this quarter. Here's what else you should know.
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Mid-Day Market Update: Nasdaq Rises 1%; BigBear.ai Shares Plunge
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March 18, 2022
U.S. stocks traded mostly higher midway through trading, with the Nasdaq adding 1% on Friday. The Dow traded down 0.17% to 34,420.54 while the NASDAQ rose 1.07% to 13,761.01. The...
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March 18, 2022
Gainers Grom Social Enterprises, Inc. (NASDAQ: GROM) jumped 62.4% to $1.5500. DiDi Global Inc. (NYSE: DIDI) shares climbed 46% to $3.73. Kidpik Corp. (NASDAQ: PIK) shares...
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StoneCo Stock Is Spiking Despite Q4 Earnings: What Does This BofA Analyst Think?
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March 18, 2022
Although StoneCo Ltd (NASDAQ: STNE) reported its non-GAAP net income 48% below Street expectations, its operating trends reflected better revenue generation on robust TPV growth,...
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Mid-Morning Market Update: Markets Mixed; US Existing Home Sales Fall 7.2%
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March 18, 2022
U.S. stocks opened on a mixed note this morning, with the Dow Jones dropping more than 150 points on Friday. Following the market opening Friday, the Dow traded down 0.47% to 34,...
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12 Information Technology Stocks Moving In Friday's Pre-Market Session
↗
March 18, 2022
Gainers StoneCo (NASDAQ:STNE) stock moved upwards by 28.5% to $12.35 during Friday's pre-market session. The company's market cap stands at $3.8 billion. As per...
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Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Friday
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March 18, 2022
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25 Stocks Moving in Friday's Pre-Market Session
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March 18, 2022
Gainers Grom Social Enterprises, Inc. (NASDAQ: GROM) rose 60.5% to $1.53 in pre-market trading. StoneCo Ltd. (NASDAQ: STNE) shares rose 23.7% to $11.90 in pre-market trading...
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Why StoneCo Shares Are Soaring After Hours Today
↗
March 17, 2022
StoneCo Ltd (NASDAQ: STNE) reported fourth-quarter total Revenue and Income growth of 87% year-over-year in 4Q21 to R$1.9 billion. STNE added 377,700 net new clients in the...
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Benzinga
A Preview Of StoneCo's Earnings
↗
March 16, 2022
StoneCo (NASDAQ:STNE) is set to give its latest quarterly earnings report on Thursday, 2022-03-17. Here's what investors need to know before the announcement. Analysts estimate...
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Earnings Scheduled For March 17, 2022
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March 17, 2022
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Stocks That Hit 52-Week Lows On Tuesday
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March 15, 2022
During Tuesday's session, 454 stocks hit new 52-week lows. Intriguing Points From Today's 52-Week Lows: Taiwan Semiconductor (NYSE:TSM) was the largest company by...
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Benzinga
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