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
Workiva Inc. Class A Common Stock
(NY:
WK
)
82.97
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EST, Jan 2, 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 Workiva Inc. Class A Common Stock
< Previous
1
2
3
4
5
6
7
8
9
...
12
13
Next >
Workiva Inc. Announces Second Quarter 2025 Financial Results
July 31, 2025
From
Workiva Inc.
Via
Business Wire
Earnings Scheduled For July 31, 2025
↗
July 31, 2025
Via
Benzinga
Earnings To Watch: Workiva (WK) Reports Q2 Results Tomorrow
July 29, 2025
financial and compliance reporting software company Workiva (NYSE:WK) will be reporting earnings this Thursday after market close. Here’s what to look for.
Via
StockStory
2 Cash-Producing Stocks Worth Your Attention and 1 We Brush Off
July 28, 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
2 Software Stocks Worth Investigating and 1 to Brush Off
July 17, 2025
Software is rapidly reducing operating expenses for businesses. This secular theme makes SaaS companies attractive investment candidates but also comes with higher valuations that cause volatility....
Via
StockStory
Topics
Artificial Intelligence
Stocks
Earnings Scheduled For May 1, 2025
↗
May 01, 2025
Via
Benzinga
Bill.com, Workiva, PagerDuty, BigCommerce, and Q2 Holdings Stocks Trade Down, What You Need To Know
July 11, 2025
A number of stocks fell in the afternoon session after the Trump administration announced intentions to impose a 35% tariff on many goods imported from Canada.
Via
StockStory
Topics
Economy
Government
Stocks
12 Information Technology Stocks Moving In Monday's After-Market Session
↗
July 07, 2025
Via
Benzinga
Workiva Inc. Sets Date for Second Quarter 2025 Financial Release and Conference Call
July 07, 2025
From
Workiva Inc.
Via
Business Wire
2 of Wall Street’s Favorite Stocks to Research Further and 1 to Be Wary Of
July 07, 2025
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...
Via
StockStory
2 Glorious Growth Stocks Down 36% and 57% You'll Wish You'd Bought on the Dip, According to Wall Street
↗
June 19, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Government
World Trade
1 Small-Cap Stock to Research Further and 2 to Keep Off Your Radar
June 17, 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
Workiva Welcomes SaaS Executive Astha Malik as New Board Director
May 29, 2025
From
Workiva Inc.
Via
Business Wire
Finance and HR Software Stocks Q1 Highlights: Workiva (NYSE:WK)
May 28, 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 finance and hr software stocks fared in Q1, starting with...
Via
StockStory
Workiva Inc. to Participate in Upcoming Investor Conferences
May 28, 2025
From
Workiva Inc.
Via
Business Wire
Waystar, OneStream, Vertex Among Analyst Favorites As Solid Guidance Fuel Bullish Outlook
↗
May 27, 2025
After a rough start to the year, small- and mid-cap software stocks may be finding their footing. Goldman Sachs analyst Adam Hotchkiss says first-quarter results across his coverage were better than...
Via
Benzinga
1 Unprofitable Stock Worth Your Attention and 2 to Question
May 22, 2025
Unprofitable companies face headwinds as they struggle to keep operating expenses under control. Some may be investing heavily, but the majority fail to convert spending into sustainable growth.
Via
StockStory
WK Q1 Earnings Call: Management Cites Platform Differentiation Amid Macroeconomic Caution
May 16, 2025
Financial and compliance reporting software company Workiva (NYSE:WK) announced better-than-expected revenue in Q1 CY2025, with sales up 17.4% year on year to $206.3 million. The company expects next...
Via
StockStory
1 Overlooked Growth Stock Down 55% to Buy on the Dip, According to Wall Street
↗
May 05, 2025
Via
The Motley Fool
Why Workiva (WK) Stock Is Nosediving
May 02, 2025
Shares of financial and compliance reporting software company Workiva (NYSE:WK) fell 13% in the morning session after the company reported weak first-quarter 2025 results, weighed down by a sharp cut...
Via
StockStory
Topics
Artificial Intelligence
12 Information Technology Stocks Moving In Friday's Intraday Session
↗
May 02, 2025
Via
Benzinga
Workiva (NYSE:WK) Exceeds Q1 Expectations
May 01, 2025
Financial and compliance reporting software company Workiva (NYSE:WK) reported revenue ahead of Wall Street’s expectations in Q1 CY2025, with sales up 17.4% year on year to $206.3 million. The company...
Via
StockStory
Workiva Inc. Announces First Quarter 2025 Financial Results
May 01, 2025
From
Workiva Inc.
Via
Business Wire
Workiva (WK) Q1 Earnings: What To Expect
April 30, 2025
financial and compliance reporting software company Workiva (NYSE:WK) will be announcing earnings results tomorrow after market hours. Here’s what you need to know.
Via
StockStory
Topics
Artificial Intelligence
Unpacking Q4 Earnings: Marqeta (NASDAQ:MQ) In The Context Of Other Finance and HR Software Stocks
April 29, 2025
Wrapping up Q4 earnings, we look at the numbers and key takeaways for the finance and hr software stocks, including Marqeta (NASDAQ:MQ) and its peers.
Via
StockStory
Q4 Earnings Outperformers: Global Business Travel (NYSE:GBTG) And The Rest Of The Finance and HR Software Stocks
April 25, 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 Q4. Today, we are looking at finance and hr software stocks, starting...
Via
StockStory
1 Cash-Producing Stock Worth Your Attention and 2 to Be Wary Of
April 24, 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
Spotting Winners: Workiva (NYSE:WK) And Finance and HR Software Stocks In Q4
April 16, 2025
As the Q4 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the finance and hr software industry, including Workiva (NYSE:WK) and its peers.
Via
StockStory
Federal Government Demands Digital Overhaul for CFOs, Workiva Positioned as Key Solution
April 15, 2025
From
Workiva
Via
Business Wire
2 Reasons to Watch WK and 1 to Stay Cautious
April 11, 2025
Over the last six months, Workiva shares have sunk to $66.74, producing a disappointing 15.6% loss - worse than the S&P 500’s 9.8% drop. This might have investors contemplating their next move.
Via
StockStory
Topics
Stocks
< Previous
1
2
3
4
5
6
7
8
9
...
12
13
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.