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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
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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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
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Corporate Cash Management
Fees & Compensation
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Financial Planning
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Implementation
Legal Services
Termination
Professional Alliance Network
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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
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Total Asset Fund (TAF)
TAF® Program
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Additional Information
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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
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Oportun Financial Corporation - common stock
(NQ:
OPRT
)
5.370
-0.040 (-0.74%)
Streaming Delayed Price
Updated: 4:00 PM EST, Dec 26, 2025
Add to My Watchlist
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All News about Oportun Financial Corporation - common stock
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One Fund Just Dumped $13 Million in This Offshore Drilling Stock — Here's What Long-Term Investors Should Know
↗
November 27, 2025
One fund just walked away from a rising offshore driller—here’s what long-term investors should make of the move.
Via
The Motley Fool
This Small-Cap Consumer Stock Has Landed New Institutional Backing as Shares Surge 60%
↗
November 27, 2025
A fast-growing niche segment may be the real reason this small-cap consumer products stock is drawing new institutional attention.
Via
The Motley Fool
Topics
Regulatory Compliance
This Fund Leaned Into 2025's Big Biotech Rally with a $9.5 Million Bet on Mineralys
↗
November 27, 2025
One small fund’s high-conviction move offers a window into how specialists are navigating 2025’s biotech rally.
Via
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Topics
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Earnings Scheduled For November 4, 2025
↗
November 04, 2025
Via
Benzinga
Earnings Scheduled For August 6, 2025
↗
August 06, 2025
Via
Benzinga
An Overview of Oportun Financial's Earnings
↗
August 05, 2025
Via
Benzinga
Earnings Scheduled For May 8, 2025
↗
May 08, 2025
Via
Benzinga
Earnings Scheduled For February 12, 2025
↗
February 12, 2025
Via
Benzinga
Earnings Scheduled For November 12, 2024
↗
November 12, 2024
Via
Benzinga
Oportun Enters Cooperation Agreement with Findell Capital
July 14, 2025
Warren Wilcox to join Oportun Board of Directors
From
Oportun Financial Corporation
Via
GlobeNewswire
Oportun Issues Letter Urging Stockholders to Vote for Director Nominees Raul Vazquez and Carlos Minetti
July 09, 2025
Notes Findell Capital Has Quietly Sold 500,000 Shares of Stock While Publicly Urging Others To Buy
From
Oportun Financial Corporation
Via
GlobeNewswire
Oportun Board of Directors Reiterates Importance of CEO Raul Vazquez’s Continued Stewardship on the Board
July 07, 2025
From
Oportun Financial Corporation
Via
GlobeNewswire
Critical Insights From Oportun Financial Analyst Ratings: What You Need To Know
↗
May 13, 2024
Via
Benzinga
Demystifying Oportun Financial: Insights From 4 Analyst Reviews
↗
April 24, 2024
Via
Benzinga
Oportun Responds to Comments by Findell Capital
July 01, 2025
From
Oportun Financial Corporation
Via
GlobeNewswire
Oportun Issues Letter to Stockholders Detailing CEO Raul Vazquez’s Record of Proven Leadership
June 23, 2025
From
Oportun Financial Corporation
Via
GlobeNewswire
Oportun Releases Investor Presentation Highlighting Strategic Progress
June 18, 2025
From
Oportun Financial Corporation
Via
GlobeNewswire
Oportun Lead Independent Director Neil Williams Issues Letter to Stockholders
June 12, 2025
From
Oportun Financial Corporation
Via
GlobeNewswire
Oportun Issues Letter to Stockholders and Mails Definitive Proxy Materials
June 02, 2025
From
Oportun Financial Corporation
Via
GlobeNewswire
Singular Research Reports on Oportun Financials' Q1 2025 Results
May 21, 2025
Los Angeles, California--(Newsfile Corp. - May 21, 2025) - Singular Research, a leading provider of independent research on small-cap companies,...
Via
Newsfile
Oportun Announces Continued Board Evolution
May 07, 2025
From
Oportun Financial Corporation
Via
GlobeNewswire
Oportun Comments on Director Nominations
March 27, 2025
From
Oportun Financial Corporation
Via
GlobeNewswire
Curious about the stocks that are showing activity after the closing bell on Friday?
↗
March 21, 2025
Let's have a look at what is happening on the US markets after the closing bell on Friday. Below you can find the top gainers and losers in today's after hours session.
Via
Chartmill
Oportun Comments on Letter from Findell Capital
March 20, 2025
From
Oportun Financial Corporation
Via
GlobeNewswire
Singular Research Reports on Oportun Financial's Q4 and Full Year 2024 Results
February 14, 2025
Los Angeles, California--(Newsfile Corp. - February 14, 2025) - Singular Research, a leading provider of independent research on small-cap companies,...
Via
Newsfile
Singular Research Highlights Oportun Financial Corp. in a Recent Report
December 18, 2024
Los Angeles, California--(Newsfile Corp. - December 18, 2024) - Singular Research highlights Oportun Financial Corp (NASDAQ: OPRT), a leading financial...
Via
Newsfile
Singular Research Initiates Coverage on Oportun Financial Corp (OPRT) with a Buy Rating and a $5.50 Price Target
September 20, 2024
Via
ACCESSWIRE
OPRT Stock Earnings: Oportun Financial Beats EPS, Beats Revenue for Q2 2024
↗
August 08, 2024
OPRT stock results show that Oportun Financial beat analyst estimates for earnings per share and beat on revenue for the second quarter of 2024.
Via
InvestorPlace
Sidoti Events, LLC's Virtual June Small-Cap Conference
June 11, 2024
Via
ACCESSWIRE
OPRT Stock Earnings: Oportun Financial Beats EPS, Beats Revenue for Q1 2024
↗
May 09, 2024
OPRT stock results show that Oportun Financial beat analyst estimates for earnings per share and beat on revenue for the first quarter of 2024.
Via
InvestorPlace
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