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
)
29.71
+2.72 (+10.08%)
Streaming Delayed Price
Updated: 4:00 PM EDT, May 14, 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
3
4
5
6
7
8
9
...
81
82
Next >
Upstart (UPST) Stock Is Up, What You Need To Know
Today 11:45 EDT
What Happened? Shares of AI lending platform Upstart (NASDAQ:UPST) jumped 4.8% in the morning session after its CEO, Paul Gu, disclosed a significant purchas...
Via
StockStory
Topics
Artificial Intelligence
Economy
Regulatory Compliance
UPSTART HOLDINGS, INC. INVESTORS WITH LOSSES HAVE UNTIL JUNE 8, 2026 TO JOIN SECURITIES CLASS ACTION – Bernstein Liebhard LLP Announces Deadline
Today 9:14 EDT
From
Bernstein Liebhard LLP
Via
GlobeNewswire
Down 39%, Is It Finally Time to Buy Upstart Stock?
↗
Today 2:25 EDT
There's been progress in its recovery, but not enough to please the market.
Via
The Motley Fool
Topics
Artificial Intelligence
Is Upstart Stock a Generational Buying Opportunity?
↗
May 13, 2026
Macroeconomic growth is slowing, and that could be concerning for Upstart.
Via
The Motley Fool
Autodesk, Commerce, Q2 Holdings, Upstart, and monday.com Stocks Trade Down, What You Need To Know
May 13, 2026
What Happened? A number of stocks fell in the morning session after the April PPI report sent Treasury yields to 10-month highs, with the 10-year yield risin...
Via
StockStory
Topics
Economy
USF Credit Union Selects Upstart for Personal Lending
May 13, 2026
From
Upstart
Via
Business Wire
Huge News for Upstart Stock Investors
↗
May 12, 2026
Demand for loans remains robust.
Via
The Motley Fool
Topics
Artificial Intelligence
ROSEN, LEADING TRIAL ATTORNEYS, Encourages Upstart Holdings, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action – UPST
May 12, 2026
From
The Rosen Law Firm PA
Via
GlobeNewswire
Pomerantz Law Firm Announces the Filing of a Class Action Against Upstart Holdings, Inc. and Certain Officers – UPST
May 12, 2026
From
Pomerantz LLP
Via
GlobeNewswire
UPST Investor Alert: Upstart Holdings Securities Fraud Lawsuit - Investors With Losses May Seek to Lead the Class Action After Company Allegedly Misled on AI Growth: Levi & Korsinsky
May 12, 2026
From
Levi & Korsinsky, LLP
Via
Business Wire
SHAREHOLDER ALERT Bernstein Liebhard LLP Announces A Securities Fraud Class Action Lawsuit Has Been Filed Against Upstart Holdings, Inc. (UPST)
May 12, 2026
From
Bernstein Liebhard LLP
Via
GlobeNewswire
UPST Investors Have Opportunity to Lead Upstart Holdings, Inc. Securities Fraud Lawsuit with the Schall Law Firm
May 12, 2026
From
Schall Law
Via
GlobeNewswire
Why Is Everyone Talking About Upstart Stock?
↗
May 12, 2026
The drop in share price has investors discussing this business.
Via
The Motley Fool
5 Must-Read Analyst Questions From Upstart’s Q1 Earnings Call
May 12, 2026
Upstart’s first quarter saw strong top-line growth, but the market reacted negatively due to profitability shortfalls. Management pointed to a combination of...
Via
StockStory
Topics
Earnings
1 Small-Cap Stock with Impressive Fundamentals and 2 We Find Risky
May 12, 2026
Small-cap stocks can be incredibly lucrative investments because their lack of analyst coverage leads to frequent mispricings. However, these businesses (and...
Via
StockStory
What's Going on With Upstart Stock?
↗
May 11, 2026
The AI lending company is generating excellent growth.
Via
The Motley Fool
Topics
Artificial Intelligence
Important Notice to Long-Term Shareholders of Medpace Holdings, Inc. (NASDAQ: MEDP); New Era Energy & Digital, Inc. (NASDAQ: NUAI); Skyworks Solutions, Inc. (NASDAQ: SWKS); and Upstart Holdings, Inc. (NASDAQ: UPST): Grabar Law Office Investigates Claims
May 11, 2026
From
Grabar Law Office
Via
GlobeNewswire
Why Is Upstart Stock Crashing, and is it a Buying Opportunity?
↗
May 09, 2026
Expenses increased faster than expected.
Via
The Motley Fool
ROSEN, TRUSTED INVESTOR COUNSEL, Encourages Upstart Holdings, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action – UPST
May 09, 2026
From
The Rosen Law Firm PA
Via
GlobeNewswire
REMINDER: Upstart Holdings, Inc. Investors With Significant Losses Must Act By June 8, 2026 – Contact Kirby McInerney LLP
May 08, 2026
From
Kirby McInerney LLP
Via
GlobeNewswire
UPST Investors Have Opportunity to Lead Upstart Holdings, Inc. Securities Fraud Lawsuit with the Schall Law Firm
May 08, 2026
From
Schall Law
Via
GlobeNewswire
UPSTART HOLDINGS INVESTOR ALERT: Bragar Eagel & Squire, P.C. Reminds Investors that a Class Action Lawsuit Has Been Filed Against Upstart Holdings, Inc. and Encourages Investors to Contact the Firm
May 07, 2026
From
Bragar Eagel & Squire
Via
GlobeNewswire
Why Upstart Stock Is Trading Flat Following Revenue Beat, EPS Miss
↗
May 07, 2026
Upstart Holdings Inc (NASDAQ: UPST) is trading flat on Thursday as buyers cautiously step back into high-beta fintech.
Via
Benzinga
UPSTART HOLDINGS, INC. (UPST) SHAREHOLDER ALERT Bernstein Liebhard LLP Reminds Upstart Holdings, Inc. Investors of Upcoming Deadline
May 07, 2026
From
Bernstein Liebhard LLP
Via
GlobeNewswire
Stocks making big moves yesterday: Uber, Live Nation, Upstart, CDW, and VSE Corporation
May 07, 2026
Check out the companies making headlines yesterday: Uber (NYSE:UBER): Ride sharing and on-demand delivery platform Uber (NYSE:UBER) rose by 8.5% on Wednesday...
Via
StockStory
Topics
Artificial Intelligence
ROSEN, A LEADING LAW FIRM, Encourages Upstart Holdings, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action – UPST
May 06, 2026
From
The Rosen Law Firm PA
Via
GlobeNewswire
Upstart Co-founder and CEO to Participate in Fireside Chat at the J.P. Morgan Global Technology, Media & Communications Conference
May 06, 2026
From
Upstart Holdings, Inc.
Via
Business Wire
Why Upstart Stock Was Falling Today
↗
May 06, 2026
Upstart delivered solid top-line growth, but margins compressed.
Via
The Motley Fool
Why Upstart (UPST) Stock Is Nosediving
May 06, 2026
What Happened? Shares of AI lending platform Upstart (NASDAQ:UPST) fell 9.6% in the afternoon session after the company reported mixed first-quarter 2026 fin...
Via
StockStory
Topics
Artificial Intelligence
UPST Q1 Deep Dive: Profitability Lags Revenue Growth Amid Product Expansion and Investment
May 06, 2026
AI lending platform Upstart (NASDAQ:UPST) reported revenue ahead of Wall Street’s expectations in Q1 CY2026, with sales up 44.4% year on year to $308.2 milli...
Via
StockStory
Topics
Artificial Intelligence
< Previous
1
2
3
4
5
6
7
8
9
...
81
82
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.