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home
about us
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Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
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Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
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Tamar Advisors
Own Your Practice
Letter to Clients
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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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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
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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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NerdWallet, Inc. - Class A Common Stock
(NQ:
NRDS
)
8.500
+0.120 (+1.43%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Jun 12, 2026
Add to My Watchlist
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All News about NerdWallet, Inc. - Class A Common Stock
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NerdWallet Announces Conference Call to Review 2025 Third Quarter Financial Results
October 16, 2025
From
NerdWallet, Inc.
Via
Business Wire
3 Small-Cap Stocks with Warning Signs
October 10, 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
Topics
Credit Cards
3 Cash-Producing Stocks We’re Skeptical Of
October 07, 2025
Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.
Via
StockStory
Topics
Credit Cards
Earnings Scheduled For August 7, 2025
↗
August 07, 2025
Via
Benzinga
Earnings Scheduled For May 6, 2025
↗
May 06, 2025
Via
Benzinga
Earnings Scheduled For February 19, 2025
↗
February 19, 2025
Via
Benzinga
Unpacking Q2 Earnings: PayPal (NASDAQ:PYPL) In The Context Of Other Diversified Financial Services Stocks
September 30, 2025
As the Q2 earnings season wraps, let’s dig into this quarter’s best and worst performers in the diversified financial services industry, including PayPal (NASDAQ:PYPL) and its peers.
Via
StockStory
NerdWallet Inc (NASDAQ:NRDS) Excels Against Louis Navellier's "Little Book" Growth Strategy
↗
September 29, 2025
NerdWallet (NRDS) aligns with Louis Navellier's growth investing strategy, showing strong earnings surprises, accelerating sales, and expanding profit margins.
Via
Chartmill
3 Cash-Heavy Stocks That Fall Short
September 25, 2025
Companies with more cash than debt can be financially resilient, but that doesn’t mean they’re all strong investments. Some lack leverage because they struggle to grow or generate consistent profits,...
Via
StockStory
Topics
Credit Cards
Why NerdWallet (NRDS) Stock Is Up Today
September 15, 2025
Shares of financial guidance platform NerdWallet (NASDAQ:NRDS) jumped 4% in the afternoon session after the company announced an increase in its share repurchase authorization from $25 million to $75...
Via
StockStory
Topics
Economy
Diversified Financial Services Stocks Q2 Teardown: Corpay (NYSE:CPAY) Vs The Rest
September 10, 2025
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q2. Today, we are looking at diversified financial services stocks,...
Via
StockStory
Oxford Lane Capital, Sallie Mae, and NerdWallet Stocks Trade Down, What You Need To Know
September 09, 2025
A number of stocks fell in the afternoon session after a government report showed significantly weaker job growth over the past year than initially reported, fueling concerns about the health of the...
Via
StockStory
Topics
Economy
NerdWallet Inc. (NASDAQ:NRDS) Embodies Louis Navellier's High-Growth Stock Strategy
↗
September 08, 2025
NerdWallet (NRDS) exemplifies Louis Navellier's growth investing strategy with explosive earnings & sales growth, soaring cash flow, and consistent positive surprises.
Via
Chartmill
1 Russell 2000 Stock to Research Further and 2 Facing Challenges
September 01, 2025
Small-cap stocks in the Russell 2000 (^RUT) can be a goldmine for investors looking beyond the usual large-cap names. But with less stability and fewer resources than their bigger counterparts, these...
Via
StockStory
Topics
Credit Cards
Why NerdWallet (NRDS) Stock Is Up Today
August 22, 2025
Shares of financial guidance platform NerdWallet (NASDAQ:NRDS) jumped 3.7% in the afternoon session after the broader market rallied as Federal Reserve Chair Jerome Powell hinted at a potential future...
Via
StockStory
Topics
Artificial Intelligence
Economy
Initial Public Offering
Diversified Financial Services Stocks Q2 Teardown: NerdWallet (NASDAQ:NRDS) Vs The Rest
August 21, 2025
Wrapping up Q2 earnings, we look at the numbers and key takeaways for the diversified financial services stocks, including NerdWallet (NASDAQ:NRDS) and its peers.
Via
StockStory
Topics
Credit Cards
Q2 Earnings Roundup: Payoneer (NASDAQ:PAYO) And The Rest Of The Diversified Financial Services Segment
August 21, 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 Payoneer (NASDAQ:PAYO) and the...
Via
StockStory
NerdWallet (NRDS) Q2 Profit Jumps 135%
↗
August 07, 2025
Via
The Motley Fool
Topics
Credit Cards
NerdWallet Reports Second Quarter 2025 Results
August 07, 2025
From
NerdWallet, Inc.
Via
Business Wire
NerdWallet Announces Conference Call to Review 2025 Second Quarter Financial Results
July 21, 2025
From
NerdWallet, Inc.
Via
Business Wire
Rockwell Automation Posts Better-Than-Expected Earnings, Joins Oscar Health, Charles River Laboratories, Walt Disney, Voya Financial And Other Big Stocks Moving Higher On Wednesday
↗
May 07, 2025
Via
Benzinga
These stocks that are showing activity before the opening bell on Wednesday.
↗
May 07, 2025
Discover the top movers in Wednesday's pre-market session and stay informed about market dynamics.
Via
Chartmill
NerdWallet Stock Jumps After Raising 2025 Earnings View, Q1 Revenue Beat: Retail Wants To Buy
↗
May 07, 2025
The firm raised its 2025 adjusted operating income forecast to $55 million to $66 million, compared with its earlier projection of $50 million to $60 million.
Via
Stocktwits
Topics
Credit Cards
Government
World Trade
Which stocks are moving after the closing bell on Tuesday?
↗
May 06, 2025
The regular session of the US market on Tuesday is now over, but let's get a preview of the after-hours session and explore the top gainers and losers driving the post-market movements.
Via
Chartmill
NerdWallet Reports First Quarter 2025 Results
May 06, 2025
From
NerdWallet, Inc.
Via
Business Wire
NerdWallet Announces Conference Call to Review 2025 First Quarter Financial Results
April 17, 2025
From
NerdWallet, Inc.
Via
Business Wire
NerdWallet Releases 2025 Investor Presentation
March 03, 2025
From
NerdWallet, Inc.
Via
Business Wire
NerdWallet Stock Gains After The Closing Bell On Q4 Revenue Beat: Retail’s Elated
↗
February 19, 2025
The company reported a net income of $38.6 million for the fourth quarter, compared to a loss of $2.3 million last year.
Via
Stocktwits
Which stocks are moving after the closing bell on Wednesday?
↗
February 19, 2025
The US market regular session of Wednesday is over, let's have a look at the top gainers and losers in the after hours session today.
Via
Chartmill
NerdWallet Reports Fourth Quarter and Full Year 2024 Results
February 19, 2025
From
NerdWallet, Inc.
Via
Business Wire
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