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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
Job Opportunities
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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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
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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
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Fees & Compensation
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Financial Planning
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Client's Responsibilities
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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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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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NerdWallet, Inc. - Class A Common Stock
(NQ:
NRDS
)
8.840
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EDT, Aug 6, 2026
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All News about NerdWallet, Inc. - Class A Common Stock
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2 Value Stocks to Research Further and 1 We Avoid
November 24, 2025
Value stocks typically trade at discounts to the broader market, offering patient investors the opportunity to buy businesses when they’re out of favor. The key risk, however, is that these stocks are...
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Bread Financial, Credit Acceptance, NerdWallet, Perella Weinberg, and Donnelley Financial Solutions Shares Skyrocket, What You Need To Know
November 21, 2025
A number of stocks jumped in the afternoon session after investors grew more optimistic about a potential Federal Reserve interest rate cut in December.
Via
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Economy
NerdWallet (NRDS): Buy, Sell, or Hold Post Q3 Earnings?
November 18, 2025
NerdWallet has had an impressive run over the past six months as its shares have beaten the S&P 500 by 8.1%. The stock now trades at $13.51, marking a 20% gain. This was partly due to its solid...
Via
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Earnings Scheduled For November 6, 2025
↗
November 06, 2025
Via
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A Preview Of Nerdwallet's Earnings
↗
November 05, 2025
Via
Benzinga
1 Growth Stock with Explosive Upside and 2 We Find Risky
November 13, 2025
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Q3 Diversified Financial Services Earnings: Paymentus (NYSE:PAY) Impresses
November 11, 2025
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how diversified financial services stocks fared in Q3, starting...
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StockStory
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2 Momentum Stocks with Exciting Potential and 1 We Find Risky
November 10, 2025
Exciting developments are taking place for the stocks in this article. They’ve all surged ahead of the broader market over the last month as catalysts such as new products and positive media coverage...
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NRDS Q3 Deep Dive: Margin Expansion and AI-Driven Traffic Offset Organic Search Headwinds
November 07, 2025
Financial guidance platform NerdWallet (NASDAQ:NRDS) reported Q3 CY2025 results exceeding the market’s revenue expectations, with sales up 12.4% year on year to $215.1 million. Its non-GAAP profit of...
Via
StockStory
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NerdWallet (NASDAQ:NRDS) Reports Bullish Q3, Stock Soars
November 06, 2025
Financial guidance platform NerdWallet (NASDAQ:NRDS) announced better-than-expected revenue in Q3 CY2025, with sales up 12.4% year on year to $215.1 million. Its non-GAAP profit of $0.34 per share was...
Via
StockStory
Topics
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Credit Cards
NerdWallet Reports Third Quarter 2025 Results
November 06, 2025
From
NerdWallet, Inc.
Via
Business Wire
NerdWallet Earnings: What To Look For From NRDS
November 04, 2025
Financial guidance platform NerdWallet (NASDAQ:NRDS) will be reporting results this Thursday after market close. Here’s what investors should know.
Via
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World Trade
3 Financials Stocks We Find Risky
October 23, 2025
Financial firms serve as the backbone of the economy, providing essential services from lending and investment management to risk management and payment processing. Still, investors are uneasy as...
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NerdWallet Inc (NASDAQ:NRDS) Tops Growth Screen with Strong Earnings Momentum
↗
October 20, 2025
NerdWallet (NRDS) excels as a top growth stock, showing massive earnings beats, soaring revenue, and strong cash flow growth.
Via
Chartmill
Topics
Earnings
NerdWallet Announces Conference Call to Review 2025 Third Quarter Financial Results
October 16, 2025
From
NerdWallet, Inc.
Via
Business Wire
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October 10, 2025
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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
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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
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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
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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
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