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
NerdWallet, Inc. - Class A Common Stock
(NQ:
NRDS
)
9.480
+0.020 (+0.21%)
Streaming Delayed Price
Updated: 9:32 AM EST, Feb 24, 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 NerdWallet, Inc. - Class A Common Stock
< Previous
1
2
3
4
5
6
7
8
Next >
NerdWallet Announces Winners of its 2024 Best-Of Awards
January 08, 2024
From
NerdWallet, Inc.
Via
Business Wire
These 5 Companies Were Huge Winners This Earnings Season. Can the Good Times Keep Rolling?
↗
November 10, 2023
One of these five stocks is trading at a low price and has a profit catalyst that's greater than anything on the horizon for the other four.
Via
The Motley Fool
Why NerdWallet Stock Bucked the Market Drop Last Month With a 21% Gain
↗
November 06, 2023
Strong growth and an operating profit defied the market's negative expectations.
Via
The Motley Fool
AI Predicts These 7 Stocks Will Double Your Investment in 2024
↗
November 02, 2023
AI predicted that these stocks will double your investment in 2024, I mostly agree with its predictions
Via
InvestorPlace
Topics
Artificial Intelligence
What 6 Analyst Ratings Have To Say About Nerdwallet
↗
October 24, 2023
Via
Benzinga
What 5 Analyst Ratings Have To Say About Nerdwallet
↗
October 04, 2023
Via
Benzinga
Here's Why NerdWallet Stock Popped Today
↗
September 14, 2023
One important insider is gobbling up shares.
Via
The Motley Fool
Western Digital, JinkoSolar, Lumentum Holdings And Other Big Stocks Moving Higher On Monday
↗
October 30, 2023
U.S. stocks traded higher, with the Nasdaq Composite gaining more than 100 points on Monday. Here are some big stocks recording gains in today’s session.
Via
Benzinga
Topics
Stocks
3 Stocks Under $10 to Buy Before They Double
↗
October 29, 2023
Although speculation can be a brutal business in the market, these stocks to buy under $10 just might be intriguing enough.
Via
InvestorPlace
Crude Oil Rises Sharply; Chevron Earnings Miss Views
↗
October 27, 2023
U.S. stocks traded mostly lower toward the end of trading, with the Dow Jones index falling more than 350 points on Friday. The Dow traded down 1.10% to 32,423.54 while the NASDAQ rose 0.09% to...
Via
Benzinga
Topics
Earnings
Stocks
Why NerdWallet Stock Jumped 40% After Earnings
↗
October 27, 2023
This consumer finance website's stock looks cheap -- or at least, it looked cheap before it exploded higher.
Via
The Motley Fool
Why NerdWallet Stock Dropped Today
↗
August 03, 2023
The personal finance company delivered a mixed quarterly report.
Via
The Motley Fool
Nerdwallet's Earnings: A Preview
↗
August 01, 2023
Via
Benzinga
Why Barnes Group Shares Are Trading Lower By Around 28%? Here Are Other Stocks Moving In Friday's Mid-Day Session
↗
October 27, 2023
Gainers Apollomics, Inc. (NASDAQ: APLM) shares surged 88.4% to $1.07 stoma multiforme with PTPRZ-MET fusion.
Via
Benzinga
Dow Falls Over 100 Points After PCE Data; Deckers Outdoor Shares Jump
↗
October 27, 2023
U.S. stocks traded mixed midway through trading, with the Dow Jones index falling more than 100 points on Friday. The Dow traded down 0.40% to 32,654.06 while the NASDAQ rose 0.72% to 12,692.72. The...
Via
Benzinga
Topics
Stocks
Chipotle, Amazon, Deckers Outdoor, Capital One And Other Stocks Move Higher On Friday
↗
October 27, 2023
U.S. stocks traded mixed, with the Nasdaq Composite gaining more than 100 points on Friday. Here are some big stocks recording gains in today’s session.
Via
Benzinga
Topics
Stocks
NerdWallet Reports Third Quarter 2023 Results
October 26, 2023
From
NerdWallet, Inc.
Via
Business Wire
NerdWallet Launches its First Credit Card
October 26, 2023
From
NerdWallet, Inc.
Via
Business Wire
Matson To Rally Around 36%? Here Are 10 Top Analyst Forecasts For Tuesday
↗
October 24, 2023
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page
Via
Benzinga
The 7 Best Tech Stocks To Buy Now: October 2023
↗
October 22, 2023
Although the innovation sector got overheated, certain underappreciated ideas make up the best tech stocks to buy now.
Via
InvestorPlace
NerdWallet Announces Conference Call to Review 2023 Third Quarter Financial Results
October 09, 2023
From
NerdWallet, Inc.
Via
Business Wire
7 Stocks Analysts Predict Have 100% Upside
↗
September 30, 2023
While you always need to conduct your own due diligence, these analyst-backed stocks with upside potential could double in value.
Via
InvestorPlace
7 Small-Cap Stocks Analysts Predict Will Double in 2024
↗
September 13, 2023
While small-cap stocks to buy present exceptional risk, they also offer tremendous rewards for intrepid retail investors.
Via
InvestorPlace
These Are the ONLY 7 Fintech Stocks to Consider in August 2023
↗
August 28, 2023
Among fintech stocks, this mix of growth and value plays in the space stand out as strong buys this month.
Via
InvestorPlace
The 7 Most Undervalued Stocks Under $20 to Buy Now: August 2023
↗
August 24, 2023
Although you can chase the hottest ideas of the moment, bargain hunters should consider these undervalued stocks under $20.
Via
InvestorPlace
A Bargain Hunter’s Dream: 7 Must-Own Stocks Under $20
↗
August 07, 2023
Although myriad enterprises have shot through the roof, investors seeking must-own stocks under $20 have their fair share of ideas.
Via
InvestorPlace
NerdWallet Reports Second Quarter 2023 Results
August 02, 2023
From
NerdWallet, Inc.
Via
Business Wire
NerdWallet Announces Conference Call to Review 2023 Second Quarter Financial Results
July 14, 2023
From
NerdWallet, Inc.
Via
Business Wire
Hero or Zero? 7 Speculative Small-Cap Stocks to Make You Rich… or Broke.
↗
May 18, 2023
While lesser-known enterprises present viability risks, those wanting to swing for the fences should seek small-cap stocks to buy.
Via
InvestorPlace
7 Stocks AI Predicts Will Gain in 30 Days
↗
May 09, 2023
Leading artificial intelligence engine An-E has flagged seven stocks to watch over the next month that can gain 5% or more.
Via
InvestorPlace
< Previous
1
2
3
4
5
6
7
8
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.