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
)
0.5251
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EDT, May 19, 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
10
Next >
SurgePays Inc (NASDAQ:SURG) Slumps on Weak Guidance Despite Q1 Revenue Beat
↗
May 15, 2026
Via
Chartmill
SurgePays Launches Alpha Cash Pilot to Monetize Subprime Consumer Distribution, First in a Planned Series
May 12, 2026
From
SurgePays, Inc.
Via
GlobeNewswire
SurgePays to Host First Quarter 2026 Financial Results Conference Call on May 15th
May 11, 2026
From
SurgePays, Inc.
Via
GlobeNewswire
Alpha Modus and SurgePays Sign 25,000-Activation Pilot to Launch Alpha Cash Across SurgePays' Prepaid Wireless and Convenience-Store Distribution Network
May 07, 2026
Agreement establishes embedded distribution pathway into platforms serving millions of underbanked Americans, with initial deployment and activation economics defined
From
Alpha Modus Corp.
Via
GlobeNewswire
These stocks are moving in today's session
↗
April 15, 2026
Curious to know what's happening on the US markets one hour before the close of the markets on Wednesday? Join us as we explore the top gainers and losers in today's session.
Via
Chartmill
Topics
Artificial Intelligence
Here are the top movers in Wednesday's session.
↗
April 15, 2026
Wondering how the US markets performed in the middle of the day on Wednesday? Discover the movers and shakers of today's session in our comprehensive analysis.
Via
Chartmill
Topics
Artificial Intelligence
Wednesday's session: gap up and gap down stocks
↗
April 15, 2026
The session on Wednesday is off to an intriguing start with several stocks showing significant price gaps. Let's examine the gap up and gap down stocks in today's session.
Via
Chartmill
Topics
Artificial Intelligence
SurgePays (SURG) Q4 2025 Earnings Call Transcript
↗
April 15, 2026
SurgePays (SURG) Q4 2025 Earnings Call Transcript
Via
The Motley Fool
Topics
Earnings
These stocks are moving in today's pre-market session
↗
April 15, 2026
Before the US market kicks off on Wednesday, let's examine the pre-market session and unveil the notable performers among the top gainers and losers.
Via
Chartmill
Topics
Artificial Intelligence
SurgePays Inc (NASDAQ:SURG) Reports Q4 2025 Revenue and Earnings Miss Amid Strategic Pivot
↗
April 14, 2026
SurgePays reports Q4 2025 results, missing revenue and EPS estimates. The company highlights cost cuts and a strategic pivot to diversify beyond the discontinued ACP program.
Via
Chartmill
Topics
Earnings
SurgePays Reports Full Year 2025 Results and Highlights Scalable Growth Model with Improved Cost Structure Entering 2026
April 14, 2026
Reduced Cash Burn and Expansion Across Multiple Revenue Channels Support a More Efficient Growth Model
From
SurgePays, Inc.
Via
GlobeNewswire
SurgePays Launches Stored Value and Loyalty Platform Across Retail Network
April 02, 2026
New Platform Capabilities Designed to Increase Revenue Per Store and Further Integrate SurgePays into Core Merchant Operations
From
SurgePays, Inc.
Via
GlobeNewswire
SurgePays to Host Fourth Quarter and Full Year 2025 Earnings Conference Call
March 31, 2026
From
SurgePays, Inc.
Via
GlobeNewswire
SurgePays Launches Managed Marketing Services Platform Across Nationwide Retail Network
March 26, 2026
In-store digital media platform expected to drive customer acquisition and create new high-margin recurring revenue opportunities
From
SurgePays, Inc.
Via
GlobeNewswire
March Madness: HIT, SNYR, SURG, TOON The First Four Undervalued Spotlight
March 19, 2026
Via
AB Newswire
Topics
Artificial Intelligence
Intellectual Property
Virtuix (NASDAQ: VTIX) CEO Jan Goetgeluk Shares 2026 Outlook — Listen on The Street Reports Podcast — More Stocks Inside
March 19, 2026
Via
AB Newswire
SurgePays Launches Nationwide LinkUp Mobile Promotion to Accelerate Subscriber Growth
March 17, 2026
Tax season campaign expected to attract new retail partners and expand LinkUp distribution
From
SurgePays, Inc.
Via
GlobeNewswire
8 MAGA $1 Stocks: PRSO, GXAI, SURG, DVLT – See More Inside
February 17, 2026
Via
AB Newswire
Topics
Artificial Intelligence
Full Alliance Group (OTC: FAGI) Signals Major Capital Structure Shift – Watch ELPW BYAH BOXL and More Inside
February 04, 2026
Via
AB Newswire
Topics
Artificial Intelligence
LinkUp Mobile Surpasses 100,000 Subscriber Lines, Reaching Key Prepaid Wireless Milestone
February 02, 2026
Subscriber milestone reflects continued execution across retail channels
From
SurgePays, Inc.
Via
GlobeNewswire
SurgePays (NASDAQ: SURG) Strengthens Financials Expanding Revenue Streams Across Wireless, Fintech, and Retail Media
January 26, 2026
Via
AB Newswire
Stocks This Week: BNAI, SURG, ARAI, BATL, TOON, GXAI Lead Small-Cap Rotation More Inside…
January 26, 2026
Via
AB Newswire
Topics
Artificial Intelligence
SurgePays Announces Closing of $2.5 Million Public Offering
January 26, 2026
Over 100 retail investors participated in the transaction
From
SurgePays, Inc.
Via
GlobeNewswire
These stocks are moving in today's session
↗
January 21, 2026
Via
Chartmill
Which stocks are moving on Wednesday?
↗
January 21, 2026
Via
Chartmill
Which stocks are gapping on Wednesday?
↗
January 21, 2026
Via
Chartmill
Which stocks are moving before the opening bell on Wednesday?
↗
January 21, 2026
Via
Chartmill
SurgePays Announces Pricing of $2.5 Million Public Offering
January 21, 2026
From
SurgePays, Inc.
Via
GlobeNewswire
Top movers in Tuesday's after hours session
↗
January 20, 2026
Via
Chartmill
SurgePays Announces Proposed Underwritten Public Offering
January 20, 2026
From
SurgePays, Inc.
Via
GlobeNewswire
< Previous
1
2
3
4
5
6
7
8
9
10
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.