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
Nu Holdings Ltd. Class A Ordinary Shares
(NY:
NU
)
13.72
+0.36 (+2.66%)
Streaming Delayed Price
Updated: 1:43 PM EDT, Jul 9, 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 Nu Holdings Ltd. Class A Ordinary Shares
< Previous
1
2
3
4
5
6
7
8
9
...
37
38
Next >
Nobody Is Talking About These Mispriced Stocks. That's the Opportunity
↗
Today 8:28 EDT
The best opportunities are often the ones flying under the radar, and these four fit that description perfectly.
Via
The Motley Fool
Why Nu Stock Plunged 20% in the First Half of the Year
↗
July 07, 2026
The Latin American bank is thriving.
Via
The Motley Fool
Topics
Economy
3 Reasons Investors Love Nubank (NU)
July 07, 2026
Over the past six months, Nubank’s shares (currently trading at $14.06) have posted a disappointing 19.7% loss, well below the S&P 500’s 8% gain. This might ...
Via
StockStory
Topics
Stocks
Nu vs. OneMain: Should You Pick the Digital Disruptor or the Domestic Dividend Payer in 2026?
↗
July 06, 2026
Nu's digital reach in Latin America and OneMain's steady U.S. lending highlight two distinct approaches to growth and risk in today's financial sector.
Via
The Motley Fool
Topics
Credit Cards
Data Nubank: Nubank Leads as Brazilians' Primary Financial Institution and Has Already Banked 31.5 Million People
July 01, 2026
From
Nubank
Via
Business Wire
1 Profitable Stock Worth Your Attention and 2 We Ignore
June 26, 2026
Even if a company is profitable, it doesn’t always mean it’s a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest ...
Via
StockStory
Nu Holdings Stock Analysis: Buy or Sell?
↗
June 23, 2026
Investors are closely watching the default rates of debt held in the company's portfolio.
Via
The Motley Fool
Nu Holdings Keeps Adding Customers at a Blistering Pace. Is the Fintech Still a Bargain?
↗
June 23, 2026
Nu's stock looks undervalued relative to its growth rates.
Via
The Motley Fool
Topics
Credit Cards
Economy
Forget the AI Hype: 2 International "Wide Moat" Stocks You Can Buy Now and Hold Forever
↗
June 23, 2026
These businesses are growing quickly and have fantastic business models.
Via
The Motley Fool
Topics
Artificial Intelligence
Credit Cards
Economy
Buyback Capacity Is Rising Across 3 Soaring and Sinking Stocks
↗
June 19, 2026
Giants from beverages to banking are all adding buyback firepower, with two signaling confidence in their continued success while the other eyes a recovery.
Via
MarketBeat
Stocks making big moves yesterday: Nubank, Ocular Therapeutix, Mondelez, ResMed, and Sonos
June 18, 2026
Check out the companies making headlines yesterday: Nubank (NYSE:NU): Digital banking platform Nubank (NYSE:NU) rose by 3.2% on Wednesday after the company r...
Via
StockStory
Topics
Economy
3 Catalysts That Could Send Nu Stock Soaring This Year
↗
June 18, 2026
The stock is down, but it isn't likely to stay there.
Via
The Motley Fool
Topics
Credit Cards
Stock Market Today, June 17: Nu Holdings Rises as AI Credit Models Lift Lending Outlook
↗
June 17, 2026
Nu Holdings’ AI models are moving deeper into credit decisions, raising the stakes for whether lending growth can stay profitable.
Via
The Motley Fool
Topics
Artificial Intelligence
Stocks
Nubank (NU) Stock Trades Up, Here Is Why
June 17, 2026
What Happened? Shares of digital banking platform Nubank (NYSE:NU) jumped 3.2% in the afternoon session after the company revealed two new AI-powered financi...
Via
StockStory
Topics
Artificial Intelligence
Economy
Latin America's Fintech and Consumer Boom: A High-Risk, High-Reward Opportunity
↗
June 14, 2026
Why Latin America's fintech and consumer growth could reward risk-tolerant investors.
Via
The Motley Fool
Nu Holdings Is Quietly Building a Banking Empire in Latin America
↗
June 13, 2026
With more than 135 million customers, this thriving fintech enterprise is still rapidly expanding.
Via
The Motley Fool
Nu Holdings Stock Is Falling. Here's Why I'm Buying Shares.
↗
June 13, 2026
The digital bank in Latin America still has significant potential.
Via
The Motley Fool
Topics
Credit Cards
Down 37%, Is Nu Holdings Stock Finally a Bargain?
↗
June 12, 2026
Management is telling investors yes.
Via
The Motley Fool
Topics
Artificial Intelligence
Credit Cards
Economy
Stock Market Today, June 4: Nu Holdings Jumps After Board Approves $1 Billion Share Buyback
↗
June 04, 2026
Today, June 4, 2026, a fresh $1 billion buyback pits Nu’s record growth against mounting governance and credit worries.
Via
The Motley Fool
Topics
Stocks
Nu Holdings Announces US$1.0 Billion Share Repurchase Program
June 04, 2026
From
Nu Holdings Ltd.
Via
Business Wire
Personal Loan Stocks Q1 Recap: Benchmarking Affirm (NASDAQ:AFRM)
June 03, 2026
Earnings results often indicate what direction a company will take in the months ahead. With Q1 behind us, let’s have a look at Affirm (NASDAQ:AFRM) and its ...
Via
StockStory
Topics
Credit Cards
Stock Market Today, June 3: Nu Holdings Slides After Analyst Downgrade Highlights Margin and Leadership Risks
↗
June 03, 2026
Margin pressure, leadership turnover, and record profits collide as investors reassess this fast-growing digital bank, today, June 3, 2026.
Via
The Motley Fool
Topics
Stocks
It It Too Soon to Call a Bottom on Nu Holdings Stock?
↗
June 03, 2026
A pair of analyst downgrades this week doesn't spell the end of this fintech speedster's bull thesis.
Via
The Motley Fool
Better Fintech Stock for Growth Investors: Nu Holdings vs. SoFi
↗
June 03, 2026
The intersection of financial services and technology presents an exciting opportunity for investors.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Personal Loan Stocks Q1 In Review: Nubank (NYSE:NU) Vs Peers
June 02, 2026
Looking back on personal loan stocks’ Q1 earnings, we examine this quarter’s best and worst performers, including Nubank (NYSE:NU) and its peers. Personal lo...
Via
StockStory
Topics
Credit Cards
Most active stocks in Tuesday's session
↗
June 02, 2026
Via
Chartmill
Nubank Appoints Rob Livingston as Chief Financial Officer
June 01, 2026
From
Nubank
Via
Business Wire
3 Up-and-Coming Stocks That Could Be the Next NVIDIA
↗
June 01, 2026
Discover 3 up-and-coming stocks flying under the radar, including AI and fintech companies with strong growth and long-term upside
Via
MarketBeat
Topics
Artificial Intelligence
Down 31%, Is It Finally Time to Buy Nu Stock?
↗
May 31, 2026
Is the stock for this fintech an opportunity or a value trap?
Via
The Motley Fool
What to Know About This Fund's $194 Million Exit From a China Logistics Stock
↗
May 31, 2026
This digital freight platform connects shippers and truckers across China, generating revenue through transactions and value-added services.
Via
The Motley Fool
< Previous
1
2
3
4
5
6
7
8
9
...
37
38
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.