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
SoFi Technologies, Inc. - Common Stock
(NQ:
SOFI
)
18.58
-0.33 (-1.75%)
Streaming Delayed Price
Updated: 12:09 PM EDT, Aug 24, 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 SoFi Technologies, Inc. - Common Stock
< Previous
1
2
3
4
5
6
7
8
9
...
99
100
Next >
Why I'm Watching SoFi as a Financials Pick I Don't Own Yet
↗
August 19, 2026
SoFi's sell-off has made its stock look much more compelling.
Via
The Motley Fool
SoFi Technologies Just Reported Earnings. Here's the One Number That Matters Most for the Next Year.
↗
August 19, 2026
This single data point is also crucial to the company's long-term investment thesis.
Via
The Motley Fool
SoFi Tech Solutions Q2 Debit Spend Index: Seasonal Spending Drove Big Gains Across Travel and Experiences as Gas Prices Hit Four-year High
August 18, 2026
From
SoFi Tech Solutions
Via
Business Wire
Should You Forget Big Banks and Bet on a Fintech Instead?
↗
August 18, 2026
Banks bring stability, fintech brings potential upside.
Via
The Motley Fool
SoFi Stock Offers an ‘Attractive Entry Point’: Analyst
↗
August 17, 2026
Piper Sandler initiates SoFi (NASDAQ: SOFI) with Overweight rating and $22 price target, citing rapid ecosystem growth and lending upside.
Via
Benzinga
A Look Back at Personal Loan Stocks’ Q2 Earnings: Sezzle (NASDAQ:SEZL) Vs The Rest Of The Pack
August 16, 2026
Earnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let’s have a look at Sezzle (NASDAQ:SEZL) and its ...
Via
StockStory
Topics
Credit Cards
Personal Loan Stocks Q2 Earnings: SoFi (NASDAQ:SOFI) Best of the Bunch
August 16, 2026
Let’s dig into the relative performance of SoFi (NASDAQ:SOFI) and its peers as we unravel the now-completed Q2 personal loan earnings season. Personal loan p...
Via
StockStory
Topics
Credit Cards
Happen Bank Is Crushing SoFi This Year. Here's the Reason Why It's Still the Better Buy.
↗
August 16, 2026
It all comes down to the fundamentals of banking.
Via
The Motley Fool
Topics
Credit Cards
SoFi Originated a Record $10.7 Billion in Personal Loans Last Quarter. Here's Where That Credit Risk Actually Sits.
↗
August 14, 2026
The booming digital bank continues to see robust demand for its various lending products.
Via
The Motley Fool
Topics
Earnings
Economy
American Express vs. SoFi Technologies: Which Financial Stock Is a Better Buy in 2026?
↗
August 11, 2026
American Express trades at a lower valuation multiple, while SoFi is scaling faster, but one carries hidden concentration risk.
Via
The Motley Fool
2 Financials Stocks on Our Buy List and 1 We Find Risky
August 10, 2026
Financial providers use their expertise in capital allocation and risk assessment to help facilitate economic growth while offering consumers and businesses ...
Via
StockStory
SoFi (SOFI) Q2 2026 Earnings Call Transcript
↗
August 07, 2026
Record loan originations and 15.8 million members drive profitability milestone.
Via
The Motley Fool
Topics
Earnings
SoFi and Visa Earnings Point to Consumer Confidence
↗
August 07, 2026
Earnings season is showing that consumers are still spending and paying their bills, as indicated by SoFi and Visa.
Via
The Motley Fool
Topics
Artificial Intelligence
SoFi Expands Access to Private Markets with Funds From CAZ Investments and AngelList Asset Management
August 05, 2026
From
SoFi Technologies
Via
Business Wire
The 5 Most Interesting Analyst Questions From SoFi’s Q2 Earnings Call
August 05, 2026
SoFi’s second quarter saw robust revenue growth and exceeded Wall Street’s profit expectations, yet the market responded negatively. Management attributed pe...
Via
StockStory
Topics
Earnings
1 Cash-Burning Stock to Own for Decades and 2 We Question
August 03, 2026
While some companies burn cash to fuel expansion, others struggle to turn spending into sustainable growth. A high cash burn rate without a strong balance sh...
Via
StockStory
SoFi Just Reported Earnings. Is the Stock a Buy Now?
↗
August 01, 2026
It fell 13% after the report.
Via
The Motley Fool
Topics
Artificial Intelligence
SoFi Stock Analysis: Buy the Dip?
↗
July 31, 2026
SoFi is adding new members as it expands its product and service offerings.
Via
The Motley Fool
51% of SoFi's New Products Last Quarter Went to Existing Members, Up From 35% a Year Ago
↗
July 31, 2026
The online bank is finally leveraging its existing relationships to a degree it hasn't yet, but even more of the same is on the radar.
Via
The Motley Fool
Topics
Credit Cards
Down 50%, Is It Time to Buy Sofi Stock Again?
↗
July 31, 2026
SoFi shares are down by half since peaking in 2025, but the business is doing extremely well.
Via
The Motley Fool
Stock of the Day: SoFi Bounces Off Support — Is There More to Come?
↗
July 30, 2026
SoFi Technologies shares (NASDAQ:SOFI) rose 8% on Thursday due to reaching a key support level. This trend could continue, making it the Stock of the Day.
Via
Benzinga
SoFi's Tangible Book Value Grew 80% in a Year. Yet the Stock Fell 9% on the News.
↗
July 30, 2026
The fintech's quarter set records on nearly every line. What investors marked down is a different number.
Via
The Motley Fool
Prediction: This Is Where SoFi Stock Goes From Here
↗
July 30, 2026
SoFi just gave investors a reason to roll their eyes, and it raises a real question about whether the stock still deserves a spot in your portfolio.
Via
The Motley Fool
Most active stocks in Thursday's session
↗
July 30, 2026
Via
Chartmill
Is SoFi Technologies a Buy After Its Latest Earnings Report?
↗
July 30, 2026
SoFi delivered strong member growth in the second quarter.
Via
The Motley Fool
Topics
Credit Cards
SOFI Q2 CY2026 Deep Dive: Member Growth and Product Expansion Drive Results Amid Elevated Investment
July 30, 2026
Digital financial services company SoFi Technologies (NASDAQ:SOFI) reported Q2 CY2026 results topping the market’s revenue expectations, with sales up 40.5% ...
Via
StockStory
Why SoFi Stock Fell Today
↗
July 29, 2026
Despite a relatively solid second-quarter report, many shareholders decided to sell.
Via
The Motley Fool
These stocks are the most active in today's session
↗
July 29, 2026
Via
Chartmill
SoFi Technologies Q2 Earnings Call Highlights
↗
July 29, 2026
SoFi Technologies (NASDAQ:SOFI) reported second-quarter 2026 results marked by 40% year-over-year adjusted net revenue growth, record loan originations and continued growth in members and products,...
Via
MarketBeat
Topics
Artificial Intelligence
Earnings
SoFi Just Posted Record Growth and Profitability -- So Why Is the Stock Down 10%?
↗
July 29, 2026
SoFi's stellar second-quarter numbers aren't enough to impress investors.
Via
The Motley Fool
< Previous
1
2
3
4
5
6
7
8
9
...
99
100
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.