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
Okta, Inc. - Class A Common Stock
(NQ:
OKTA
)
135.14
+0.98 (+0.73%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Aug 21, 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 Okta, Inc. - Class A Common Stock
< Previous
1
2
3
4
5
6
7
8
9
...
51
52
Next >
Okta, Twilio, and Samsara Stocks Trade Down, What You Need To Know
April 09, 2026
What Happened? A number of stocks fell in the morning session after reports of a ceasefire breach in the Middle East spiked market volatility as fears grew t...
Via
StockStory
Topics
Artificial Intelligence
Economy
3 Reasons to Sell OKTA and 1 Stock to Buy Instead
April 09, 2026
Over the past six months, Okta’s shares (currently trading at $76.38) have posted a disappointing 18.4% loss while the S&P 500 was down 1.8%. This may have i...
Via
StockStory
Topics
Economy
Stocks
Okta and Rapid7 Shares Plummet, What You Need To Know
April 08, 2026
What Happened? A number of stocks fell in the afternoon session after Anthropic unveiled its "Claude Mythos" AI model through Project Glasswing. While select...
Via
StockStory
Topics
Artificial Intelligence
Government
Okta and The Trade Desk Stocks Trade Up, What You Need To Know
March 31, 2026
What Happened? A number of stocks jumped in the morning session after reports revealed that the U.S. may be willing to end its military campaign against Iran...
Via
StockStory
Topics
Government
Stocks
Rapid7, Tenable, HubSpot, Amplitude, and Okta Stocks Trade Up, What You Need To Know
March 30, 2026
What Happened? A number of stocks jumped in the afternoon session after sentiment improved as President Trump indicated that the US was engaged in serious, p...
Via
StockStory
Topics
Artificial Intelligence
Government
Stocks Set to Open Higher as Bond Yields Fall on Fading Rate-Hike Bets, U.S. Jobs Data and Powell’s Remarks Awaited
March 30, 2026
June S&P 500 E-Mini futures (ESM26) are up +0.69%, and June Nasdaq 100 E-Mini futures (NQM26) are up +0.70% this morning, pointing to a higher open on Wall Street as Treasury yields retreated, while...
Via
Barchart.com
Topics
Artificial Intelligence
Economy
Government
1 of Wall Street’s Favorite Stock for Long-Term Investors and 2 We Ignore
March 30, 2026
Wall Street has set ambitious price targets for the stocks in this article. While this suggests attractive upside potential, it’s important to remain skeptic...
Via
StockStory
The Mythos Meltdown: Anthropic’s New AI Giant Sends Cybersecurity Stocks Into a Tailspin
March 27, 2026
The global cybersecurity market faced a historic "flash crash" today, March 27, 2026, as investors reacted with alarm to the leaked capabilities of Anthropic’s latest artificial intelligence model,...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Malware
The AI-Driven Valuation Reset: Why Cybersecurity Titans Plunged 7% in a Single Session
March 27, 2026
The cybersecurity sector, long considered a bastion of growth in the technology market, faced a brutal reckoning on Friday, March 27, 2026. Industry leaders CrowdStrike Holdings, Inc. (NASDAQ:CRWD) and...
Via
MarketMinute
Topics
Artificial Intelligence
Malware
Regulatory Compliance
Varonis Systems, Okta, Palo Alto Networks, Qualys, and Rapid7 Shares Plummet, What You Need To Know
March 27, 2026
What Happened? A number of stocks fell in the afternoon session after the cybersecurity sector sold off amid renewed concerns about competition from artifici...
Via
StockStory
Topics
Artificial Intelligence
The Playground of Wall Street: How 13-Year-Olds Are Bypassing Guardrails to Trade in 2026
March 26, 2026
As of March 26, 2026, the traditional image of a stock trader—a seasoned professional in a suit or a savvy retail investor in their 30s—has been replaced by a new, much younger demographic. Teenagers...
Via
MarketMinute
Topics
ETFs
Economy
Regulatory Compliance
CISO Whisperer Publishes Report on Sales Leaders as Enterprise Security Buying Grows More Complex
March 25, 2026
Enterprise security buying is not getting simpler. Security teams are evaluating more vendors across more categories, under tighter scrutiny, with more stakeholders involved. That complexity is one...
Via
PulseBulletin.com
Why Okta (OKTA) Stock Is Nosediving
March 24, 2026
What Happened? Shares of identity management company Okta (NASDAQ:OKTA) fell 6% in the afternoon session after Anthropic announced that its Claude AI assista...
Via
StockStory
Topics
Artificial Intelligence
Economy
Government
Okta (OKTA) Stock Trades Up, Here Is Why
March 23, 2026
What Happened? Shares of identity management company Okta (NASDAQ:OKTA) jumped 3.5% in the afternoon session after comments from President Trump regarding ta...
Via
StockStory
Topics
Artificial Intelligence
Economy
Government
Better Cybersecurity Stock: Okta vs. Zscaler
↗
March 21, 2026
Both companies are leaders in their industry, but face a fast-changing landscape.
Via
The Motley Fool
Topics
Artificial Intelligence
Okta, Phillips 66 And More: CNBC's 'Final Trades'
↗
March 20, 2026
Okta shares rose 3% to close at $80.76 on Thursday while Phillips 66 shares gained 3.2% to settle at $178.34.
Via
Benzinga
The $308B Security Pivot: Reshaping Digital Safety for the Quantum Age
March 19, 2026
Issued on behalf of Quantum Secure Encryption Corp.
From
Equity Insider
Via
GlobeNewswire
Is Akamai Technologies Stock Outperforming the Dow?
March 19, 2026
Though Akamai Technologies has outperformed the Dow Jones over the past year, analysts remain cautiously optimistic about the stock’s outlook.
Via
Barchart.com
Topics
Stocks
Okta and CrowdStrike Could Be the Backbone of AI Security
↗
March 18, 2026
Via
MarketBeat
Topics
Artificial Intelligence
The Identity Architect: Inside SailPoint’s AI-Driven Renaissance Following Q4 Earnings Triumph
March 18, 2026
SailPoint Technologies is a global leader in identity security, specializing in providing organizations with visibility and control over "who" has access to "what." While competitors like Okta (NASDAQ:...
Via
Finterra
Topics
Artificial Intelligence
Data Breach
ETFs
2 Top Cybersecurity Stocks to Buy in March
↗
March 16, 2026
These companies boast strong sales and compelling share price valuations.
Via
The Motley Fool
Topics
Artificial Intelligence
Okta Announces New Blueprint for the Secure Agentic Enterprise
March 16, 2026
From
Okta, Inc.
Via
Business Wire
1 Cash-Heavy Stock to Target This Week and 2 Facing Headwinds
March 16, 2026
Companies with more cash than debt can be financially resilient, but that doesn’t mean they’re all strong investments. Some lack leverage because they strugg...
Via
StockStory
3 Out-of-Favor Stocks We’re Skeptical Of
March 13, 2026
The past year hasn't been kind to the stocks featured in this article. Each has tumbled to their lowest points in 12 months, leaving investors to decide whet...
Via
StockStory
Topics
Artificial Intelligence
Rubrik (RBRK) Q4 2026 Earnings Call Transcript
↗
March 12, 2026
Rubrik (RBRK) Q4 2026 Earnings Call Transcript
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Solar Stock Down 30% in a Year, but a New $75 Million Bet Suggests This Fund Sees Opportunity
↗
March 12, 2026
Specializing in microinverter technology, Enphase Energy delivers integrated solar and energy storage solutions for residential customers.
Via
The Motley Fool
Topics
Regulatory Compliance
Why a $99 Million Exit From This Cybersecurity Stock Down 40% Might Signal a Shift
↗
March 12, 2026
Varonis Systems delivers data security and analytics software for enterprises managing sensitive information across global markets.
Via
The Motley Fool
Topics
Regulatory Compliance
5 Insightful Analyst Questions From Okta’s Q4 Earnings Call
March 11, 2026
Okta delivered results in Q4 that were met with a strongly positive market reaction, supported by continued momentum in new product adoption and growth in la...
Via
StockStory
Topics
Artificial Intelligence
Earnings
Identity in the Age of AI: Okta Shares Soar 11% on Earnings Beat and Robust 2027 Outlook
March 10, 2026
Shares of Okta, Inc. (OKTA:NASDAQ) surged more than 11% in Tuesday’s trading session following a powerhouse fourth-quarter earnings report that silenced critics of the maturing software-as-a-service...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Regulatory Compliance
Why Okta's Shares Tumbled 14% Last Month
↗
March 08, 2026
Investors turned their fears toward cybersecurity stocks last month after a major announcement from Anthropic.
Via
The Motley Fool
Topics
Artificial Intelligence
< Previous
1
2
3
4
5
6
7
8
9
...
51
52
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.