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home
about us
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Firm ADV PDFs
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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
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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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Joint Stock Company Kaspi.kz - American Depository Shares
(NQ:
KSPI
)
74.79
+1.78 (+2.44%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Oct 31, 2025
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All News about Joint Stock Company Kaspi.kz - American Depository Shares
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PayPal Stock Rising Toward Buy Point Amid Strong Profit Growth
August 15, 2024
The upgraded 73 RS Rating shows that PayPal tops 73% of all stocks for price performance. Top stocks often have an RS Rating over 80.
Via
Investor's Business Daily
Shift4 Payments Stock Sees Relative Strength Rating Jump To 82
August 09, 2024
One key metric to look for in a stock is an 80-plus RS Rating. Shift4 Payments stock now clears that threshold, with a jump to 82 Friday.
Via
Investor's Business Daily
3 Dividend Growth Stocks for Compounding Returns
August 01, 2024
These dividend growth stocks offer a combination of steady income and potential for capital appreciation in turbulent markets.
Via
InvestorPlace
Notice of Extraordinary General Meeting of Shareholders of Kaspi.kz
July 22, 2024
From
JSC Kaspi.kz
Via
GlobeNewswire
Kaspi.kz 2Q and 1H 2024 Financial Results
July 22, 2024
From
JSC Kaspi.kz
Via
GlobeNewswire
KSPI Stock Earnings: Kaspi.kz Reported Results for Q1 2024
May 03, 2024
Kaspi.kz just reported results for the first quarter of 2024.
Via
InvestorPlace
KSPI Stock Earnings: Kaspi.kz Reported Results for Q4 2023
March 26, 2024
Kaspi.kz just reported results for the fourth quarter of 2023.
Via
InvestorPlace
JSC Kaspi.kz Announces Cancellation of Listing of ADSs and Rule 144A GDRs
March 25, 2024
Via
ACCESSWIRE
3 E-Commerce Stocks That Could Be the Next Amazon
July 10, 2024
These e-commerce stocks could follow in Amazon's footsteps and dominate their respective regions, delivering significant gains in the process.
Via
InvestorPlace
Kaspi.kz to Announce 2nd Quarter and 1st Half 2024 Financial Results on 22nd July
June 27, 2024
From
JSC Kaspi.kz
Via
GlobeNewswire
S&P Global ratings upgrade
June 26, 2024
From
JSC Kaspi.kz
Via
GlobeNewswire
Toast Stock Earns 82 RS Rating
June 20, 2024
On Thursday, payment processor Toast stock got a positive adjustment to its Relative Strength (RS) Rating, from 71 to 82.
Via
Investor's Business Daily
Affirm Holdings Stock Scores RS Rating Jump To 85
June 12, 2024
One key metric to look for in a stock is an 80-plus Relative Strength Rating. Affirm Holdings stock clears that threshold, with a jump to 85.
Via
Investor's Business Daily
7 A-Rated Growth Stocks With Solid Profits to Buy and Hold Forever
June 10, 2024
These 7 A-rated growth stocks across diverse sectors are delivering robust profits alongside impressive revenue growth.
Via
InvestorPlace
This Obscure Nasdaq Listing From A Faraway Land Has Outperformed The S&P 500 Over The Last Two Years. Is It Worth The Risk?
May 23, 2024
Class action attempts since late 2023 and a Russian court seizing $21 million of billionaire CEO Timur Turlov's assets kept Freedom Holding bearish so far.
Via
Benzinga
Topics
Stocks
Announcement of Extraordinary General Meeting Results
May 23, 2024
From
JSC Kaspi.kz
Via
GlobeNewswire
Why Is The Number 4 So Important To Square-Parent Block?
May 15, 2024
Block stock got an upgrade Wednesday. Block says 4 million companies use its Square apps, accounting for 4 billion trade transactions a year.
Via
Investor's Business Daily
Harvard Business School publishes Kaspi.kz case study
May 14, 2024
From
JSC Kaspi.kz
Via
GlobeNewswire
3 High-Margin Stocks Swimming in Record Profits
May 14, 2024
These high-margin stocks are generating massive profits and rewarding investors with plenty of cash in the form of dividends.
Via
InvestorPlace
Kaspi.kz Announces Partnership with Alipay+ for QR payments across China
April 30, 2024
From
JSC Kaspi.kz
Via
GlobeNewswire
Kaspi.kz Files Annual Report on Form 20-F
April 29, 2024
From
JSC Kaspi.kz
Via
GlobeNewswire
Notice of Extraordinary General Meeting of Shareholders of Kaspi.kz
April 22, 2024
From
JSC Kaspi.kz
Via
GlobeNewswire
Earnings Scheduled For April 22, 2024
April 22, 2024
Companies Reporting Before The Bell • MainStreet Bancshares (NASDAQ:MNSB) is projected to report quarterly earnings at $0.52 per share on revenue of $17.10 million.
Via
Benzinga
Kaspi.kz 1Q 2024 Financial Results
April 22, 2024
From
JSC Kaspi.kz
Via
GlobeNewswire
Kazakhstan Floods Impact Kaspi.kz Stock, Analyst Sees Upside Potential As 'Sell-Off Overdone'
April 09, 2024
JPMorgan analyst Reginald L. Smith believes the sell-off presents an opportunity for investors to enter at an attractive price point.
Via
Benzinga
Announcement of AGM Results
April 09, 2024
From
JSC Kaspi.kz
Via
GlobeNewswire
Mastercard Stock Just Off Its All-Time High, Earnings On Tap; Gets Rating Upgrade
April 03, 2024
Among other ratings Mastercard stock has a terrific 96 Composite Rating. The Composite is a gauge of technical and fundamental strength.
Via
Investor's Business Daily
Kaspi.kz to Announce 1st Quarter 2024 Financial Results on 22nd April
April 02, 2024
From
KASPI.KZ
Via
GlobeNewswire
Cathie Wood Sells $13.15M Worth Of Coinbase Shares Amid Bitcoin Flirting With All-Time High Levels — Shops For Palantir Stock Instead
March 08, 2024
On Thursday, Cathie Wood-led Ark Invest made some significant trades, with Coinbase Global Inc (NASDAQ:COIN) and Palantir Technologies Inc (NYSE:PLTR) being the most prominent.
Via
Benzinga
Earnings Scheduled For March 26, 2024
March 26, 2024
Companies Reporting Before The Bell • bluebird bio (NASDAQ:BLUE) is likely to report quarterly loss at $0.66 per share on revenue of $16.68 million.
Via
Benzinga
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