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
SurgePays, Inc. - Common Stock
(NQ:
SURG
)
1.900
-0.060 (-3.06%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 16, 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 SurgePays, Inc. - Common Stock
< Previous
1
2
3
4
5
6
7
8
9
Next >
SurgePays Announces Closing of $15 Million Public Offering
January 22, 2024
From
SurgePays, Inc.
Via
GlobeNewswire
SurgePays Announces Pricing of $15 Million Public Offering
January 17, 2024
From
SurgePays, Inc.
Via
GlobeNewswire
Analyst Approved: 3 Stocks Wall Street Insiders Are Whispering About
↗
January 17, 2024
These analyst approved stocks that Wall Street insiders are whispering about are hidden games and should be additions to your portfolio.
Via
InvestorPlace
SurgePays Announces Proposed Public Offering
January 17, 2024
From
SurgePays, Inc.
Via
GlobeNewswire
12 Communication Services Stocks Moving In Tuesday's After-Market Session
↗
January 16, 2024
Via
Benzinga
Goldman Sachs, Morgan Stanley And 3 Stocks To Watch Heading Into Tuesday
↗
January 16, 2024
With U.S. stock futures trading lower this morning on Tuesday, some of the stocks that may grab investor focus today are as follows:
Via
Benzinga
Jeremy Gies Appointed to President of SurgePays, Inc.
January 12, 2024
Fueled by Over Twenty-Five Years of Experience in Telecom and Fintech, Mr. Gies will Spearhead Sales Growth, Operations, M&A, and New Product Initiatives
From
SurgePays, Inc.
Via
GlobeNewswire
Garth Billstin Named Vice President of Sales for SurgePays
January 10, 2024
Senior sales executive to focus on increasing wireless subscribers and growing revenues
From
SurgePays, Inc.
Via
GlobeNewswire
SurgePays Acquires ClearLine Mobile
January 09, 2024
Software and POS Devices Company Expected to Deliver Immediate Impact
From
SurgePays, Inc.
Via
GlobeNewswire
12 Communication Services Stocks Moving In Monday's After-Market Session
↗
January 01, 2024
Via
Benzinga
7 Compelling Tech Stocks to Snag From the Discount Bin
↗
December 26, 2023
Although the innovation ecosystem saw gargantuan returns, investors can still find compelling discount tech stocks.
Via
InvestorPlace
Wealth Builders: 7 Must-Buy Stocks for Tomorrow’s Millionaires
↗
December 26, 2023
Are you looking to build wealth through the stock market? Here are seven must-buy stocks for tomorrow's millionaires.
Via
InvestorPlace
12 Communication Services Stocks Moving In Friday's Pre-Market Session
↗
December 22, 2023
Via
Benzinga
12 Communication Services Stocks Moving In Wednesday's After-Market Session
↗
December 13, 2023
Via
Benzinga
Future Fortunes: 3 Small-Cap Stocks to Turn $500 into $5,000
↗
December 05, 2023
Are you looking to multiply your money and make a fortune? Here are three small-cap stocks to turn $500 into $5,000.
Via
InvestorPlace
5 Value Stocks To Watch In The Technology Sector
↗
November 28, 2023
Via
Benzinga
12 Communication Services Stocks Moving In Friday's After-Market Session
↗
November 24, 2023
Via
Benzinga
Overview Of Value Stocks In The Technology Sector
↗
November 21, 2023
Via
Benzinga
3 Disruptive Stocks That Could Turn $500 into $5,000
↗
November 20, 2023
Are you looking to invest in disruptive stocks? Here are three disruptive stocks that could turn $500 into $5,000.
Via
InvestorPlace
7 Value Stocks That Could Double Your Net Worth
↗
November 15, 2023
Are you looking for value stocks to double your net worth? Here are seven value stocks that could double your net worth.
Via
InvestorPlace
SurgePays Announces Record Third Quarter 2023 Financial Results
November 14, 2023
Net Income and Expanding Profitability Highlight Strength of the Company
From
SurgePays, Inc.
Via
GlobeNewswire
SurgePays Places Number 345 on the 2023 Deloitte Technology Fast 500 Fastest-Growing Companies in North America
November 14, 2023
Between 2019 and 2022, the company had a revenue growth of 372%
From
SurgePays, Inc.
Via
GlobeNewswire
5 Value Stocks In The Technology Sector
↗
November 07, 2023
Via
Benzinga
SurgePays Announces Third Quarter 2023 Earnings Release and Conference Call
November 02, 2023
From
SurgePays, Inc.
Via
GlobeNewswire
Gary Chekan Appointed Director of Revenue Assurance and Financial Technology of SurgePays
October 26, 2023
From
SurgePays, Inc.
Via
GlobeNewswire
3 Fintech Stocks Ready to Crush Legacy Banks
↗
October 24, 2023
With fintech stocks depressed, these three bargains have huge upside potential with growth and profitability goals within reach.
Via
InvestorPlace
Overview Of Value Stocks In The Technology Sector
↗
October 10, 2023
Via
Benzinga
SurgePays Partners with ClearLine Mobile for Customer-Facing LCD Tablets in Convenience Stores
September 26, 2023
Enables Consumers to Sign Up for the Federal ACP Program, Conduct Transactions and View Real-time Company Marketing Messages
From
SurgePays, Inc.
Via
GlobeNewswire
SurgePays to Exhibit at the NACS Show 2023
September 20, 2023
From
SurgePays, Inc.
Via
GlobeNewswire
3 Top Growth Stock Picks Trading at a Massive Bargain
↗
September 13, 2023
These growth stock picks are trading at bargain prices and are well-positioned to rebound and deliver substantial gains in the coming months.
Via
InvestorPlace
< Previous
1
2
3
4
5
6
7
8
9
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.