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
Upstart Holdings, Inc. - Common stock
(NQ:
UPST
)
50.68
-0.02 (-0.04%)
Official Closing Price
Updated: 4:15 PM EST, Jan 6, 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 Upstart Holdings, Inc. - Common stock
< Previous
1
2
...
6
7
8
9
10
11
12
13
14
...
75
76
Next >
Upstart (UPST) Q1 Earnings: What To Expect
May 05, 2025
AI-powered lending platform Upstart (NASDAQ:UPST) will be announcing earnings results tomorrow after the bell. Here’s what to expect.
Via
StockStory
2 Millionaire-Maker Artificial Intelligence (AI) Stocks
↗
May 04, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Lake Trust Credit Union Selects Upstart for Personal Lending
April 30, 2025
From
Upstart
Via
Business Wire
A Stock in the Lending Space with Room for Growth
↗
April 28, 2025
Via
The Motley Fool
Upstart CEO to Participate in Fireside Chat at the Barclays 15th Annual Emerging Payments and FinTech Forum
April 28, 2025
From
Upstart Holdings, Inc.
Via
Business Wire
How Do Investors Really Feel About Upstart Hldgs?
↗
April 23, 2025
Via
Benzinga
10 Financials Stocks With Whale Alerts In Today's Session
↗
April 25, 2025
Via
Benzinga
Twilio, GitLab, Freshworks, Unity, and Upstart Shares Are Soaring, What You Need To Know
April 24, 2025
A number of stocks jumped in the afternoon session after stocks extended their rebound, led by strong gains in the technology sector, as renewed optimism surrounding U.S.–China trade negotiations...
Via
StockStory
Topics
Artificial Intelligence
World Trade
2 Tariff-Resistant Growth Stocks to Buy With $120 Ahead of May
↗
April 24, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Government
World Trade
Wayfair, Robinhood, Noodles, Upstart, and AppLovin Shares Skyrocket, What You Need To Know
April 23, 2025
A number of stocks jumped in the morning session after President Trump clarified that he had no intention of removing Federal Reserve Chair Jerome Powell, a statement that helped calm markets. Earlier...
Via
StockStory
Topics
Economy
Government
World Trade
Coherent, Ameresco, Upstart, Peloton, and Impinj Stocks Trade Up, What You Need To Know
April 22, 2025
A number of stocks jumped in the afternoon session after investor sentiment improved on renewed optimism that the US-China trade conflict might be nearing a resolution. According to reports, Treasury...
Via
StockStory
Topics
Artificial Intelligence
World Trade
Spotting Winners: Olo (NYSE:OLO) And Vertical Software Stocks In Q4
April 18, 2025
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q4. Today, we are looking at vertical software stocks, starting with...
Via
StockStory
First Commonwealth Expands Access to Personal Loans Through Partnership with Upstart
April 16, 2025
From
Upstart
Via
Business Wire
Q4 Earnings Outperformers: Veeva Systems (NYSE:VEEV) And The Rest Of The Vertical Software Stocks
April 16, 2025
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Veeva Systems (NYSE:VEEV) and the best and...
Via
StockStory
Vertical Software Stocks Q4 Results: Benchmarking Q2 Holdings (NYSE:QTWO)
April 16, 2025
As the Q4 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 Q2 Holdings (NYSE:QTWO) and its peers.
Via
StockStory
10 Financials Stocks With Whale Alerts In Today's Session
↗
April 15, 2025
Via
Benzinga
Reflecting On Vertical Software Stocks’ Q4 Earnings: nCino (NASDAQ:NCNO)
April 15, 2025
As the Q4 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 nCino (NASDAQ:NCNO) and its peers.
Via
StockStory
Vertical Software Stocks Q4 In Review: Doximity (NYSE:DOCS) Vs Peers
April 14, 2025
Looking back on vertical software stocks’ Q4 earnings, we examine this quarter’s best and worst performers, including Doximity (NYSE:DOCS) and its peers.
Via
StockStory
Q4 Earnings Review: Vertical Software Stocks Led by Upstart (NASDAQ:UPST)
April 10, 2025
As the Q4 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
Should You Buy Upstart During the Stock Market Sell-Off?
↗
April 10, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Q4 Earnings Outperformers: Agilysys (NASDAQ:AGYS) And The Rest Of The Vertical Software Stocks
April 08, 2025
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q4. Today, we are looking at vertical software stocks, starting with...
Via
StockStory
Upstart to Announce First Quarter 2025 Results on May 6, 2025
April 07, 2025
From
Upstart Holdings, Inc.
Via
Business Wire
10 Financials Stocks With Whale Alerts In Today's Session
↗
April 04, 2025
Via
Benzinga
Vertical Software Stocks Q4 Highlights: Toast (NYSE:TOST)
April 04, 2025
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how vertical software stocks fared in Q4, starting with Toast...
Via
StockStory
Why Upstart (UPST) Stock Is Falling Today
April 03, 2025
Shares of aI-powered lending platform Upstart (NASDAQ:UPST) fell 16.5% in the afternoon session after President Trump announced "reciprocal tariffs" on all US imports, set at a minimum rate of 10%....
Via
StockStory
Topics
Economy
Government
World Trade
Looking Into Upstart Hldgs's Recent Short Interest
↗
March 31, 2025
Via
Benzinga
3 Reasons to Sell UPST and 1 Stock to Buy Instead
March 31, 2025
In a sliding market, Upstart has defied the odds, trading up to $45.17 per share. Its 12.9% gain since September 2024 has outpaced the S&P 500’s 4.1% drop. This was partly thanks to its solid quarterly...
Via
StockStory
Topics
Stocks
10 Financials Stocks Whale Activity In Today's Session
↗
March 27, 2025
Via
Benzinga
3 Software Stocks Walking a Fine Line
March 25, 2025
Software is rapidly reducing operating expenses for businesses. The undeniable tailwinds fueling the industry have also led to strong returns for SaaS stocks lately as they’ve gained 10.3% over the...
Via
StockStory
Topics
Artificial Intelligence
Stocks
Nasdaq Correction: 2 AI Stocks Down 33% and 86% to Buy Before They Soar, According to Wall Street
↗
March 25, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
< Previous
1
2
...
6
7
8
9
10
11
12
13
14
...
75
76
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.