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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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Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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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
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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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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Pagaya Technologies Ltd. - Class A Ordinary Shares
(NQ:
PGY
)
22.28
+1.38 (+6.60%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 2, 2026
Add to My Watchlist
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All News about Pagaya Technologies Ltd. - Class A Ordinary Shares
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Pagaya Announces Partnership with Exeter Finance, Further Scaling its Auto Lending Product
December 13, 2023
From
Pagaya Technologies Ltd.
Via
Business Wire
The 7 Best Penny Stocks to Buy in December
↗
December 05, 2023
In the closing weeks of 2023, scoop up these seven best penny stocks, each of which could "crush it" in 2024.
Via
InvestorPlace
Shares Rally Amid Treasury Yield Decline, Yet Funding Challenges Persist in Loan Market, Analysts Warn
↗
December 04, 2023
On Friday, Wedbush Securities hosted a Disruptive Finance Forum, which included management meetings with Upstart Holdings Inc (NASDAQ: UPST), LendingClub Corp (NYSE: LC), and&n
Via
Benzinga
Pagaya Technologies Names Former Xerox Executive Nicole Torraco to its Board of Directors
November 29, 2023
From
Pagaya Technologies Ltd.
Via
Business Wire
What 8 Analyst Ratings Have To Say About Pagaya Techs
↗
October 16, 2023
Via
Benzinga
7 Struggling Penny Stocks to Sell in December
↗
November 28, 2023
Penny stocks may seem alluring, but these seven struggling penny stocks are in deep trouble, and investors should avoid them at all costs.
Via
InvestorPlace
Pagaya to Participate in Upcoming Investor Conferences
November 28, 2023
From
Pagaya Technologies Ltd.
Via
Business Wire
Crude Oil Falls; RedHill Biopharma Shares Spike Higher
↗
November 27, 2023
U.S. stocks traded mixed toward the end of trading on Monday. The Dow traded down 0.13% to 35,344.56 while the NASDAQ rose 0.11% to 14,266.69. The S&P 500 also fell, dropping, 0.08% to 4,555.47.
Via
Benzinga
Topics
Stocks
Why Anavex Life Sciences Shares Are Trading Lower By Around 10%? Here Are Other Stocks Moving In Monday's Mid-Day Session
↗
November 27, 2023
Shares of Anavex Life Sciences Corp. (NASDAQ: AVXL) moved lower during Monday’s session after the company reported fourth-quarter financial results.
Via
Benzinga
Nasdaq Moves Higher; US New Home Sales Fall In October
↗
November 27, 2023
U.S. stocks traded mixed midway through trading, with the Nasdaq Composite moving higher on Monday. The Dow traded down 0.23% to 35,310.40 while the NASDAQ rose 0.21% to 14,280.12. The S&P 500 also...
Via
Benzinga
Topics
Stocks
Pagaya’s Strong Momentum Continues with Closing of Fourth Auto Asset-Backed Securitization Deal of 2023
November 27, 2023
From
Pagaya Technologies LTD.
Via
Business Wire
Why UP Fintech Shares Are Trading Higher By Around 7%; Here Are 20 Stocks Moving Premarket
↗
November 27, 2023
Shares of UP Fintech Holding Limited (NASDAQ: TIGR) surged in pre-market trading after the company results for the third quarter.
Via
Benzinga
Pagaya Technologies And Other Stocks Moving Lower In Monday's Pre-Market Session
↗
November 27, 2023
U.S. stock futures traded lower this morning, with the Dow Jones futures falling around 80 points on Monday. Shares of Pagaya Technologies Ltd. (NASDAQ: PGY) fell in pre-market trading after the...
Via
Benzinga
Topics
Stocks
Pagaya Announces CFO Transition
November 24, 2023
From
Pagaya Technologies, Ltd.
Via
Business Wire
If You're Bullish on Upstart Stock, This News Should Be Really Disturbing
↗
November 21, 2023
Investors should pay close attention to how management is running the business.
Via
The Motley Fool
1 AI (Artificial Intelligence) Stock You Haven't Heard of That Could Skyrocket
↗
November 14, 2023
If you're looking for an early-stage opportunity, this could be a strong candidate.
Via
The Motley Fool
Topics
Artificial Intelligence
Pagaya Closes New $700 Million Consumer Loan Asset-Backed Securitization
November 08, 2023
From
Pagaya Technologies LTD.
Via
Business Wire
Pagaya to Participate in Upcoming Investor Conferences
November 03, 2023
From
Pagaya Technologies Ltd.
Via
Business Wire
Pagaya Reports Third Quarter and Nine Months Ended 2023 Results
November 02, 2023
From
Pagaya Technologies Ltd.
Via
Business Wire
Abhijit Chaudhary Joins Pagaya as Chief Product Officer
November 01, 2023
From
Pagaya Technologies Ltd.
Via
Business Wire
Rithm Capital Partners with Darwin Homes to Form Innovative Single-Family Rental Management Technology Platform
October 31, 2023
From
Rithm Capital and Pagaya
Via
Business Wire
7 Emerging Tech Companies to Watch in the Next 25 Years
↗
October 31, 2023
Take your time before buying, but given the long-term potential with these seven tech stocks to watch, keep them on your watchlist.
Via
InvestorPlace
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
12 Information Technology Stocks Moving In Friday's After-Market Session
↗
October 27, 2023
Via
Benzinga
General Dynamics, Microsoft, Waste Management And Other Big Stocks Moving Higher On Wednesday
↗
October 25, 2023
U.S. stocks traded lower, with the Nasdaq Composite falling more than 1% on Wednesday. Here are some big stocks recording gains in today’s session.
Via
Benzinga
Topics
Stocks
12 Information Technology Stocks Moving In Wednesday's Pre-Market Session
↗
October 25, 2023
Via
Benzinga
Pagaya Announces Addition of Two New Partners, Scaling Its Lending Network with a Top Five Bank in the U.S. and Top Four Auto Captive
October 25, 2023
From
Pagaya Technologies Ltd.
Via
Business Wire
General Electric, Verizon, Cleveland-Cliffs And Other Big Stocks Moving Higher On Tuesday
↗
October 24, 2023
U.S. stocks traded higher Tuesday, with the Nasdaq Composite gaining over 100 points. Here are some big stocks recording gains in the trading session. ImmunityBio, Inc. (NASDAQ: IBRX) shares rose...
Via
Benzinga
Topics
Stocks
Pagaya, National Bankers Association, Oportun and TransUnion at Money20/20: Data for Good: Bettering the Economy Through Financial Inclusion
October 16, 2023
From
Pagaya
Via
Business Wire
Pagaya Announces Timing of Third Quarter 2023 Earnings Release
October 16, 2023
From
Pagaya Technologies
Via
Business Wire
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