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
BILL Holdings, Inc. Common Stock
(NY:
BILL
)
38.08
-0.20 (-0.52%)
Official Closing Price
Updated: 7:00 PM EDT, Apr 8, 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 BILL Holdings, Inc. Common Stock
< Previous
1
2
3
4
5
6
7
8
9
...
25
26
Next >
BILL Extends Supplier Payments to Power a Connected B2B Ecosystem and Help Large Enterprise Suppliers Get Paid Up to ~7 Days Faster
April 08, 2026
From
BILL
Via
Business Wire
3 Stocks Under $50 Walking a Fine Line
April 04, 2026
The $10-50 price range often includes mid-sized businesses with proven track records and plenty of growth runway ahead. They also usually carry less risk tha...
Via
StockStory
3 Software Stocks Walking a Fine Line
March 30, 2026
From commerce to culture, software is digitizing every aspect of our lives. Companies bringing it to life have been rewarded with high valuation multiples th...
Via
StockStory
Topics
Artificial Intelligence
3 of Wall Street’s Favorite Stocks with Open Questions
March 27, 2026
Wall Street has set ambitious price targets for the stocks in this article. While this suggests attractive upside potential, it’s important to remain skeptic...
Via
StockStory
Capital One’s $5.15 Billion Brex Acquisition: A New Era of AI-Driven B2B Dominance
March 24, 2026
In a move that fundamentally reshapes the landscape of corporate finance, Capital One Financial Corp. (NYSE: COF) has finalized its acquisition of Brex, the pioneer of modern corporate spend...
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Greenhouse Funds Dumps 803,000 Blackbaud Shares Worth $51.6 Million
↗
March 18, 2026
Blackbaud delivers cloud-based software to nonprofits, education, and healthcare, supporting fundraising and financial operations.
Via
The Motley Fool
BILL (BILL): Buy, Sell, or Hold Post Q4 Earnings?
March 16, 2026
BILL has gotten torched over the last six months - since September 2025, its stock price has dropped 22.7% to $39.71 per share. This might have investors con...
Via
StockStory
Is Globalstar Stock a Buy After Greenhouse Funds Added Over 75,000 Shares to Its Position?
↗
March 14, 2026
Globalstar operates a global satellite network, delivering connectivity and tracking solutions for industrial and remote applications.
Via
The Motley Fool
Topics
Regulatory Compliance
1 Cash-Heavy Stock with Impressive Fundamentals and 2 We Find Risky
March 05, 2026
A surplus of cash can mean financial stability, but it can also indicate a reluctance (or inability) to invest in growth. Some of these companies also face c...
Via
StockStory
Topics
Retirement
Starboard Value Takes Stake in Fluor as Industrial Investment Cycles Reaccelerate
↗
March 04, 2026
Starboard Value initiated a sizable position in Fluor, an engineering and construction firm tied to large industrial and energy projects. As investment in infrastructure, manufacturing, and energy...
Via
The Motley Fool
Topics
Regulatory Compliance
Finance and HR Software Stocks Q4 In Review: BILL (NYSE:BILL) Vs Peers
March 03, 2026
As the Q4 earnings season wraps, let’s dig into this quarter’s best and worst performers in the finance and hr software industry, including BILL (NYSE:BILL) ...
Via
StockStory
BILL and Rillet Partner to Power Real-Time, AI-Native Finance Workflows
March 02, 2026
From
BILL
Via
Business Wire
Starboard Value LP Opens Major Stake in Clearwater Analytics’ Investment Accounting Platform
↗
February 27, 2026
Starboard Value LP has established a significant position in Clearwater Analytics, a provider of cloud-based investment accounting software for insurers and asset managers. The company is embedded...
Via
The Motley Fool
Topics
Regulatory Compliance
Is This Super Software Stock a Buy After Its Dramatic 86% Decline? Here's What Wall Street Thinks
↗
February 24, 2026
Bill Holdings has a strong business, but you wouldn't know it by looking at the performance of its stock.
Via
The Motley Fool
Topics
Artificial Intelligence
Samsara, Cadence Design Systems, BILL, Workiva, and Okta Stocks Trade Down, What You Need To Know
February 17, 2026
A number of stocks fell in the afternoon session after investor fears over artificial intelligence disrupting the software industry sparked a broad sell-off.
Via
StockStory
Topics
Artificial Intelligence
3 Unprofitable Stocks with Questionable Fundamentals
February 16, 2026
Running at a loss can be a red flag. Many of these businesses face mounting challenges as competition increases and funding becomes harder to secure.
Via
StockStory
BILL Stock Down 24%, Core Revenue Up 17%: Why a 14% Portfolio Bet Signals Conviction
↗
February 16, 2026
This cloud software provider streamlines financial workflows for small and midsize businesses through a subscription-based SaaS platform.
Via
The Motley Fool
Topics
Regulatory Compliance
Chemed Stock Down 15% in a Year as One Fund Builds a $5.56 Million Stake
↗
February 16, 2026
Chemed Corporation delivers hospice care and essential home services nationwide through its VITAS and Roto-Rooter segments.
Via
The Motley Fool
Topics
Regulatory Compliance
Up 50% in One Year: Why a Fund Cut $5 Million in TriMas Stock but Held Onto a 3% Position
↗
February 16, 2026
TriMas Corporation designs and manufactures engineered components for global packaging, aerospace, and industrial markets.
Via
The Motley Fool
Topics
Regulatory Compliance
Supply Chain
Americold Stock Down 40% This Past Year, so Why Did One Fund Just Invest $3 Million?
↗
February 16, 2026
Americold Realty Trust operates the world’s largest network of temperature-controlled warehouses for the global food supply chain.
Via
The Motley Fool
Topics
Economy
Regulatory Compliance
3 Value Stocks with Questionable Fundamentals
February 12, 2026
Value investing has produced some of the world’s most famous investing billionaires, including Warren Buffett, David Einhorn, and Seth Klarman, who built their fortunes by purchasing wonderful...
Via
StockStory
BILL to Participate in Upcoming Investor Conferences
February 12, 2026
From
BILL
Via
Business Wire
The 5 Most Interesting Analyst Questions From BILL’s Q4 Earnings Call
February 12, 2026
BILL’s fourth quarter was shaped by accelerating adoption of its AI-powered financial automation tools and robust growth in transaction volumes across its platform. Management highlighted increased...
Via
StockStory
Topics
Artificial Intelligence
Earnings
Did Anthropic Just Give Investors Another DeepSeek Moment?
↗
February 11, 2026
Software stocks are dropping like rocks in 2026 as AI companies, including Anthropic, deliver more impressive enterprise tools.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
3 Small-Cap Stocks Walking a Fine Line
February 09, 2026
Small-cap stocks can be incredibly lucrative investments because their lack of analyst coverage leads to frequent mispricings. However, these businesses (and their stock prices) often stay small...
Via
StockStory
BILL Holdings Surges 14% as Fiscal Q2 "Beat and Raise" Validates AI-First Fintech Pivot
February 06, 2026
BILL Holdings (NYSE: BILL) saw its shares skyrocket by more than 14% in early trading on February 6, 2026, as investors cheered a robust second-quarter fiscal 2026 earnings report that exceeded...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
BILL Stock Rallies On Reported Buyout Talks Amid Upbeat Q2 Earnings
↗
February 06, 2026
Sources told Bloomberg that Hellman & Friedman has been talking to Bill and its financial adviser in recent weeks.
Via
Stocktwits
Topics
Artificial Intelligence
Why BILL (BILL) Stock Is Up Today
February 06, 2026
Shares of financial automation platform BILL (NYSE:BILL) jumped 38.7% in the afternoon session after the company reported strong fourth-quarter 2025 results that surpassed analyst expectations and...
Via
StockStory
Topics
Artificial Intelligence
Supply Chain
These stocks are moving in today's session
↗
February 06, 2026
Via
Chartmill
The market is filled with gapping stocks in Friday's session.
↗
February 06, 2026
Via
Chartmill
< Previous
1
2
3
4
5
6
7
8
9
...
25
26
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.