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home
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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
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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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Client Contact with Portfolio Manager(s)
Sample Portfolio
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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
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Financial Planning
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Implementation
Legal Services
Termination
Professional Alliance Network
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Client's Responsibilities
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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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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
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Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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Dave Inc. - Class A Common Stock
(NQ:
DAVE
)
219.48
-1.93 (-0.87%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 2, 2026
Add to My Watchlist
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10 Financials Stocks With Whale Alerts In Today's Session
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September 26, 2025
This whale alert can help traders discover the next big trading opportunities. Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity...
Via
Benzinga
Expert Outlook: Dave Through The Eyes Of 9 Analysts
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September 26, 2025
Throughout the last three months, 9 analysts have evaluated Dave (NASDAQ: DAVE), offering a diverse set of opinions from bullish to bearish. The following table summarizes their recent ratings,...
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Why Is Dave (DAVE) Stock Rocketing Higher Today
September 19, 2025
Shares of digital banking platform Dave (NASDAQ:DAVE) jumped 5.6% in the afternoon session after the company announced a $125 million share repurchase program and raised its revenue guidance for 2025....
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1 Profitable Stock with Solid Fundamentals and 2 We Ignore
September 19, 2025
Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.
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Is the Market Bullish or Bearish on Dave?
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Is Dave Gaining or Losing Market Support?
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August 08, 2025
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September 18, 2025
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Ally Financial (NYSE:ALLY) and the best and...
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Dave Confirms No Pricing Impact From Recent Plaid / JP Morgan Announcement
September 16, 2025
From
Dave Operating LLC
Via
GlobeNewswire
1 Small-Cap Stock with Competitive Advantages and 2 We Avoid
September 16, 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...
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A Look Into Dave Inc's Price Over Earnings
↗
August 08, 2025
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Earnings Scheduled For August 6, 2025
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August 06, 2025
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July 29, 2025
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Dave Introduces CashAI v5.5
September 10, 2025
Latest iteration of proprietary cash flow underwriting engine approximately doubles inputs to optimize credit outcomes
From
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Via
GlobeNewswire
Why Dave (DAVE) Stock Is Up Today
September 09, 2025
Shares of digital banking platform Dave (NASDAQ:DAVE) jumped 11.2% in the afternoon session after positive sentiment swept through the fintech sector, driven by the highly anticipated U.S. initial...
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DAVE INC (NASDAQ:DAVE) Emerges as a High-Growth Momentum Stock with Breakout Potential
↗
September 05, 2025
Dave Inc. (DAVE) shows explosive 1069% EPS growth and a strong technical setup, signaling a potential breakout for momentum investors.
Via
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Personal Loan Stocks Q2 Results: Benchmarking Affirm (NASDAQ:AFRM)
September 04, 2025
As the Q2 earnings season wraps, let’s dig into this quarter’s best and worst performers in the personal loan industry, including Affirm (NASDAQ:AFRM) and its peers.
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Improving Fundamentals Drive New Buybacks for 3 Strong Performers
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August 29, 2025
These three stocks are generating record levels of cash flow, beating the market, and announcing big new buyback programs in 2025.
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1 of Wall Street’s Favorite Stock to Keep an Eye On and 2 We Brush Off
August 29, 2025
Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings,...
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Is This Fintech Growth Monster a Better Buy Than SoFi?
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August 28, 2025
SoFi has been crushing it this year, but here's another fintech company that is worthy of discussion.
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2 of Wall Street’s Favorite Stocks with Promising Prospects and 1 We Brush Off
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The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%. But investors should take these forecasts with a grain of salt because...
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August 18, 2025
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Dave Inc. Expands Share Repurchase Authorization to $125 Million Following Strong Buyback Activity
August 13, 2025
From
Dave Operating LLC
Via
GlobeNewswire
10 Financials Stocks Whale Activity In Today's Session
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August 11, 2025
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Assessing Dave: Insights From 9 Financial Analysts
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August 07, 2025
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Dave (DAVE) Q2 EPS Jumps 211%
↗
August 06, 2025
Via
The Motley Fool
DAVE INC (NASDAQ:DAVE) Reports Strong Q2 2025 Earnings with Revenue and EPS Surpassing Estimates
↗
August 06, 2025
DAVE Inc (NASDAQ:DAVE) reported strong Q2 2025 earnings, beating revenue and EPS estimates with 64% YoY growth and a 233% surge in adjusted net income. Stock rose 13% pre-market.
Via
Chartmill
Hewlett Packard Enterprise Stock Sees IBD RS Rating Jump To 71
↗
August 05, 2025
Hewlett Packard Enterprise stock had its Relative Strength Rating upgraded to 71 Tuesday, up from 66 a day earlier.
Via
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DAVE Inc (NASDAQ:DAVE) Fits Louis Navellier’s Growth Investing Model with Strong Earnings Momentum and Rising Revenue
↗
July 28, 2025
Louis Navellier’s growth investing strategy highlights stocks like DAVE Inc, with strong earnings momentum, rising revenue, and solid profitability. Learn how DAVE fits his eight key rules for...
Via
Chartmill
Why DAVE INC (NASDAQ:DAVE) Fits the Minervini Strategy for High-Growth Investors
↗
July 09, 2025
DAVE INC (NASDAQ:DAVE) meets Minervini’s Trend Template with strong technicals and high-growth fundamentals, making it a compelling candidate for momentum and growth investors.
Via
Chartmill
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