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
EverQuote, Inc. - Class A Common Stock
(NQ:
EVER
)
25.52
+0.09 (+0.35%)
Streaming Delayed Price
Updated: 3:28 PM EST, Jan 5, 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 EverQuote, Inc. - Class A Common Stock
< Previous
1
2
3
4
5
6
7
8
9
10
11
Next >
EverQuote, Five Below, Noodles, Royal Caribbean, and European Wax Center Stocks Trade Up, What You Need To Know
April 22, 2025
A number of stocks jumped in the afternoon session after investor sentiment improved on renewed optimism that the US-China trade conflict might be nearing a resolution. According to reports, Treasury...
Via
StockStory
Topics
Economy
Government
World Trade
Nextdoor, GoPro, EverQuote, Torrid, and Chipotle Shares Are Falling, What You Need To Know
April 21, 2025
A number of stocks fell in the afternoon session after President Trump criticized the Federal Reserve's approach to interest rate cuts, warning that the pace was slow and could hinder economic growth....
Via
StockStory
Topics
Economy
Government
World Trade
Q4 Rundown: Sea (NYSE:SE) Vs Other Online Marketplace Stocks
April 17, 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 online marketplace industry, including Sea (NYSE:SE) and its peers.
Via
StockStory
Demystifying EverQuote: Insights From 4 Analyst Reviews
↗
February 25, 2025
Via
Benzinga
EverQuote to Announce First Quarter 2025 Financial Results on May 5, 2025
April 15, 2025
From
EverQuote, Inc.
Via
GlobeNewswire
Why EVERQUOTE INC - CLASS A (NASDAQ:EVER) is Poised for High Growth.
↗
April 15, 2025
A fundamental analysis of (NASDAQ:EVER): EVERQUOTE INC - CLASS A (NASDAQ:EVER) is a candidate for growth investors. Here's why.
Via
Chartmill
1 Small-Cap Stock Worth Your Attention and 2 to Avoid
April 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
Unpacking Q4 Earnings: Cars.com (NYSE:CARS) In The Context Of Other Online Marketplace Stocks
April 08, 2025
Wrapping up Q4 earnings, we look at the numbers and key takeaways for the online marketplace stocks, including Cars.com (NYSE:CARS) and its peers.
Via
StockStory
Unpacking Q4 Earnings: Airbnb (NASDAQ:ABNB) In The Context Of Other Consumer Internet Stocks
April 01, 2025
As the Q4 earnings season wraps, let’s dig into this quarter’s best and worst performers in the consumer internet industry, including Airbnb (NASDAQ:ABNB) and its peers.
Via
StockStory
Rebound Or Fakeout? The 200-Day MA Holds The Key To The Next Big Move
↗
March 25, 2025
A discussion whether the rebound could sustain, the worst scenario and the potential target price for the S&P 500.
Via
Talk Markets
Topics
Stocks
Stocks / Equities
Delving into EVERQUOTE INC - CLASS A (NASDAQ:EVER)'s Growth Prospects.
↗
March 24, 2025
A fundamental analysis of (NASDAQ:EVER): Why the growth investor may take a look at EVERQUOTE INC - CLASS A (NASDAQ:EVER).
Via
Chartmill
1 Internet Stock with Solid Fundamentals and 2 to Ignore
March 19, 2025
By breaking down physical barriers, consumer internet businesses are reshaping how people shop, connect, learn, and play. These themes have enabled rapid growth for the industry, which has posted a...
Via
StockStory
Topics
Stocks
EVERQUOTE INC - CLASS A (NASDAQ:EVER) is a candidate for high growth investors. Here's why.
↗
March 15, 2025
A fundamental and technical analysis of (NASDAQ:EVER): Why EVERQUOTE INC - CLASS A (NASDAQ:EVER) qualifies as a high growth stock.
Via
Chartmill
A Look Back at Online Marketplace Stocks’ Q4 Earnings: Shutterstock (NYSE:SSTK) Vs The Rest Of The Pack
March 13, 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 online marketplace stocks, starting with...
Via
StockStory
Q4 Online Marketplace Earnings: MercadoLibre (NASDAQ:MELI) Earns Top Marks
March 11, 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 MercadoLibre (NASDAQ:MELI) and the best and...
Via
StockStory
Q4 Earnings Highs And Lows: EverQuote (NASDAQ:EVER) Vs The Rest Of The Online Marketplace Stocks
March 10, 2025
Earnings results often indicate what direction a company will take in the months ahead. With Q4 behind us, let’s have a look at EverQuote (NASDAQ:EVER) and its peers.
Via
StockStory
1 Growth Stock to Target This Week and 2 to Turn Down
March 04, 2025
Growth is a hallmark of all great companies, but the laws of gravity eventually take hold. Those who rode the COVID boom and ensuing tech selloff in 2022 will surely remember that the market’s...
Via
StockStory
Why EVERQUOTE INC - CLASS A (NASDAQ:EVER) qualifies as a high growth stock.
↗
March 03, 2025
A fundamental analysis of (NASDAQ:EVER): Exploring EVERQUOTE INC - CLASS A (NASDAQ:EVER)'s growth characteristics.
Via
Chartmill
Domino's Pizza To Rally Around 13%? Here Are 10 Top Analyst Forecasts For Tuesday
↗
February 25, 2025
Via
Benzinga
Why Is EverQuote (EVER) Stock Rocketing Higher Today
February 25, 2025
Shares of online insurance comparison site EverQuote (NASDAQ:EVER) jumped 31.5% in the pre-market session after the company reported a standout Q4 2024 result, with revenue and EBITDA significantly...
Via
StockStory
Itron Posts Upbeat Results, Joins AdaptHealth, EverQuote, Goosehead Insurance And Other Big Stocks Moving Higher On Tuesday
↗
February 25, 2025
Via
Benzinga
EverQuote Positioned For Growth As Auto Carriers Boost Customer Acquisition, Analyst Says
↗
February 25, 2025
EverQuote stock up 21.34% after company reports Q4 earnings and issues strong Q1 revenue guidance.
Via
Benzinga
Traders are paying attention to the gapping stocks in Tuesday's session.
↗
February 25, 2025
Traders are paying attention to the gapping stocks in Tuesday's session. Let's dive into which stocks are experiencing notable gaps.
Via
Chartmill
What's going on in today's pre-market session
↗
February 25, 2025
Before the opening bell on Tuesday, let's take a glimpse of the US markets and explore the top gainers and losers in today's pre-market session.
Via
Chartmill
EverQuote to Present at the Raymond James Annual Institutional Investors Conference
February 25, 2025
From
EverQuote, Inc.
Via
GlobeNewswire
What's going on in today's after hours session
↗
February 24, 2025
As the regular session of the US market concludes on Monday, let's get an insight into the after-hours session and identify the stocks leading the pack in terms of gains and losses.
Via
Chartmill
EverQuote (NASDAQ:EVER) Surprises With Strong Q4, Stock Soars
February 24, 2025
Online insurance comparison site EverQuote (NASDAQ:EVER) reported revenue ahead of Wall Street’s expectations in Q4 CY2024, with sales up 165% year on year to $147.5 million. On top of that, next...
Via
StockStory
EverQuote Announces Fourth Quarter and Full Year 2024 Financial Results
February 24, 2025
From
EverQuote, Inc.
Via
GlobeNewswire
Earnings Scheduled For February 24, 2025
↗
February 24, 2025
Via
Benzinga
EverQuote (EVER) Reports Q4: Everything You Need To Know Ahead Of Earnings
February 23, 2025
Online insurance comparison site EverQuote (NASDAQ:EVER) will be reporting results tomorrow afternoon. Here’s what you need to know.
Via
StockStory
< Previous
1
2
3
4
5
6
7
8
9
10
11
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.