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
nCino, Inc. - Common Stock
(NQ:
NCNO
)
25.60
+0.49 (+1.95%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 9, 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 nCino, Inc. - Common Stock
< Previous
1
2
3
4
5
6
7
8
9
...
13
14
Next >
UniFirst, BlackBerry And 3 Stocks To Watch Heading Into Wednesday
↗
April 02, 2025
Via
Benzinga
nCino Slumps On Downbeat Q4 Earnings And Soft Guidance, But Retail Traders Turn Contrarian
↗
April 01, 2025
Subscription revenue jumped 16% YoY to $125 million, exceeding the guidance of $122.5 million to $124.5 million.
Via
Stocktwits
Topics
Artificial Intelligence
Tuesday's after hours session: top gainers and losers
↗
April 01, 2025
Discover the top movers in Tuesday's after-hours session and stay informed about the post-market dynamics.
Via
Chartmill
12 Information Technology Stocks Moving In Tuesday's After-Market Session
↗
April 01, 2025
Via
Benzinga
Earnings Preview: Ncino
↗
March 31, 2025
Via
Benzinga
NCino Stock Plunges After Worse-Than-Expected Q4 EPS, Weak Forward Guidance
↗
April 01, 2025
NCino releases its fourth-quarter results after Tuesday's closing bell. Here's a look at the key figures from the report.
Via
Benzinga
nCino’s (NASDAQ:NCNO) Q4 Earnings Results: Revenue In Line With Expectations But Stock Drops 17.6%
April 01, 2025
Bank software company nCino (NASDAQ:NCNO) met Wall Street’s revenue expectations in Q4 CY2024, with sales up 14.3% year on year to $141.4 million. On the other hand, next quarter’s revenue guidance of...
Via
StockStory
nCino Reports Fourth Quarter and Fiscal Year 2025 Financial Results
April 01, 2025
From
nCino, Inc.
Via
GlobeNewswire
nCino Announces Stock Repurchase Program
April 01, 2025
From
nCino, Inc.
Via
GlobeNewswire
US Stocks Likely To Open Mixed After Disappointing Q1 Performance: 'April Does Better After A Weak Q1,' Says Expert
↗
April 01, 2025
U.S. stock futures were swinging between gains and losses on Tuesday after a mixed session on Monday. Futures of major benchmark indices were mixed in premarket trading. President Donald Trump‘s...
Via
Benzinga
Topics
World Trade
Earnings Scheduled For April 1, 2025
↗
April 01, 2025
Via
Benzinga
Dow Surges Over 400 Points But Records Losses For March: Greed Index Remains In 'Extreme Fear' Zone
↗
April 01, 2025
Via
Benzinga
Topics
Stocks
XPeng, Ultralife And 3 Stocks To Watch Heading Into Tuesday
↗
April 01, 2025
Via
Benzinga
nCino Gears Up For Q4 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts
↗
April 01, 2025
Via
Benzinga
nCino Earnings: What To Look For From NCNO
March 31, 2025
Bank software company nCino (NASDAQ:NCNO) will be reporting results tomorrow after the bell. Here’s what investors should know.
Via
StockStory
Demystifying Ncino: Insights From 4 Analyst Reviews
↗
March 27, 2025
Via
Benzinga
3 Stocks Under $50 Skating on Thin Ice
March 25, 2025
Stocks in the $10-50 range offer a sweet spot between affordability and stability as they’re typically more established than penny stocks. But their headline prices don’t guarantee quality, and...
Via
StockStory
Credit Union 1 Selects nCino to Power True Omnichannel Experience for Members
March 25, 2025
CU1 to implement nCino across Commercial, Consumer & Indirect Lending to empower teams to serve members more quickly and efficiently
From
nCino, Inc.
Via
GlobeNewswire
Sandbox Banking Partners with Zoom to Integrate Critical Banking Systems
March 18, 2025
The new integration application empowers financial institutions to access core banking data, streamline account holder interactions, and enhance service delivery directly within Zoom’s Contact Center
From
nCino, Inc.
Via
GlobeNewswire
Československá obchodní banka (CSOB) Selects the nCino Platform to Modernize Commercial & SME Lending
March 11, 2025
nCino expands presence in Europe with its first customer in the Czech Republic
From
nCino, Inc.
Via
GlobeNewswire
San ju San Bank Selects The nCino Platform to Strengthen Mortgage Business by Delivering More Convenient Customer Experiences
March 04, 2025
Japanese regional bank digitizing its mortgage lending process with nCino to increase employee efficiency and shorten loan cycle times
From
nCino, Inc.
Via
GlobeNewswire
2 Reasons to Avoid NCNO and 1 Stock to Buy Instead
February 25, 2025
Over the last six months, nCino’s shares have sunk to $31.47, producing a disappointing 9.2% loss - a stark contrast to the S&P 500’s 6.1% gain. This might have investors contemplating their next...
Via
StockStory
Topics
Stocks
nCino Announces Timing of its Fourth Quarter and Fiscal Year 2025 Financial Results Conference Call
February 17, 2025
From
nCino, Inc.
Via
GlobeNewswire
nCino Acquires Sandbox Banking to Help Financial Institutions Achieve Better Data Alignment and System Interoperability
February 11, 2025
Market-leading data integration technology enables nCino to accelerate project timelines and offer increased connectivity and data sources across onboarding, loan origination, account opening and more
From
nCino, Inc.
Via
GlobeNewswire
Argyle launches fully embedded VOIE for mortgage lenders through nCino integration
February 10, 2025
NEW YORK CITY, N.Y., Feb. 10, 2025 (SEND2PRESS NEWSWIRE) -- Argyle, a service provider automating income and employment verifications for some of the largest mortgage lenders in the United States,...
Via
Send2Press
nCino Appoints New Board Member
February 10, 2025
From
nCino, Inc.
Via
GlobeNewswire
nCino Announces Appointment of Sean Desmond as President and Chief Executive Officer
February 03, 2025
Pierre Naudé Appointed Executive Chairman of the Board
From
nCino, Inc.
Via
GlobeNewswire
Q3 Vertical Software Earnings: Upstart (NASDAQ:UPST) Impresses
January 09, 2025
As the Q3 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the vertical software industry, including Upstart (NASDAQ:UPST) and its peers.
Via
StockStory
Vertical Software Stocks Q3 Highlights: nCino (NASDAQ:NCNO)
January 07, 2025
Wrapping up Q3 earnings, we look at the numbers and key takeaways for the vertical software stocks, including nCino (NASDAQ:NCNO) and its peers.
Via
StockStory
Habib Bank Zurich plc Partners with nCino to Power an Enhanced Digital Experience for its Buy-to-Let Lending Business
December 11, 2024
From
nCino, Inc.
Via
GlobeNewswire
< Previous
1
2
3
4
5
6
7
8
9
...
13
14
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.