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
UWM Holdings Corporation Class A Common Stock
(NY:
UWMC
)
4.905
-0.795 (-13.95%)
Streaming Delayed Price
Updated: 3:30 PM EST, Jan 30, 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 UWM Holdings Corporation Class A Common Stock
< Previous
1
2
3
4
5
6
7
8
9
...
11
12
Next >
Market Shockwaves: Kevin Warsh Nominated for Fed Chair as Dollar Surges and Gold Tumbles
Today 12:12 EST
On January 30, 2026, the financial landscape underwent a seismic shift as President Donald Trump officially announced his nomination of former Federal Reserve Governor Kevin Warsh to succeed Jerome...
Via
MarketMinute
Topics
Bonds
ETFs
Economy
Is 2026 the Year to Buy UWM Holdings?
↗
January 20, 2026
Macroeconomic changes and a pending merger could spur a further comeback for this mortgage stock.
Via
The Motley Fool
Topics
Artificial Intelligence
Bonds
Economy
The $200 Billion Intervention: How the Administration is Using Fannie Mae and Freddie Mac to Reshape the Mortgage Market
January 19, 2026
In a move that has sent shockwaves through the American housing market, the administration has officially directed Fannie Mae (OTCQB:FNMA) and Freddie Mac (OTCQB:FMCC) to initiate a massive $200...
Via
MarketMinute
Topics
Bonds
Economy
Government
US Mortgage Rates Fall After Trump’s $200 Billion Mortgage Bonds Push, Driving Up Housing Stocks
↗
January 09, 2026
Via
Stocktwits
Topics
Government
Housing Market Thaw: US Mortgage Rates Plunge to 3-Year Low as Fed Pivot Takes Hold
January 16, 2026
The long-frozen American housing market is showing definitive signs of a thaw as the new year begins. On January 16, 2026, data revealed that the average 30-year fixed mortgage rate has dropped to...
Via
MarketMinute
Topics
Bonds
Economy
The Great Refinance Revival: Mortgage Applications Surge 28.5% as Lower Rates Ignite the 2026 Housing Market
January 14, 2026
In a startling reversal for a sector that has spent years in the doldrums, U.S. mortgage applications skyrocketed by 28.5% in the second week of January 2026. The surge, reported by the Mortgage...
Via
MarketMinute
Topics
Economy
UWMC CEO Sells Millions of Insider Shares
↗
January 12, 2026
The CEO of one of America's biggest mortgage lenders has been selling millions of his shares within the past month, generating huge profits within such a short time.
Via
The Motley Fool
Topics
Regulatory Compliance
Earnings Scheduled For November 6, 2025
↗
November 06, 2025
Via
Benzinga
UWMC CEO Goes On Selling Spree Of Millions of Insider Shares
↗
January 12, 2026
The CEO of one of America's biggest mortgage lenders has been selling millions of his shares within the past month, generating huge profits within such a short time.
Via
The Motley Fool
Topics
Regulatory Compliance
Is This Once-Hyped Stock Finally Worth a Second Look?
↗
January 11, 2026
Recent housing market-related news may open the door to an Opendoor Technologies rebound.
Via
The Motley Fool
Topics
Bonds
Government
Mortgage Stocks Rally on Trump Administration’s $200 Billion Bond Purchase Plan
January 09, 2026
In a move that has sent shockwaves through the financial markets, mortgage lender stocks staged a massive rally this week following the Trump administration's announcement of a direct intervention in...
Via
MarketMinute
Topics
Bonds
Economy
Government
Trump Bypasses Fed with $200 Billion Mortgage Bond Mandate, Sparking Rally in Lending Stocks
January 09, 2026
In a move that has sent shockwaves through the financial sector, President Donald Trump signed an executive order on January 8, 2026, directing the government-sponsored enterprises (GSEs) to purchase...
Via
MarketMinute
Topics
Bonds
Economy
Government
PennyMac Financial Hits Record High as Mortgage Market Thaws: A New Era for Lenders
January 08, 2026
PennyMac Financial Services (NYSE:PFSI) surged to an all-time high of $137.90 on January 8, 2026, marking a significant milestone for the mortgage giant and signaling a broader resurgence in the...
Via
MarketMinute
Topics
Economy
Billionaire Mat Ishbia Sells Another $8.4 Million in UWM Stock as Shares Slide 15% This Past Year
↗
January 07, 2026
One of the nation’s largest wholesale mortgage lenders reported significant insider selling amid a year of declining share prices.
Via
The Motley Fool
Topics
Regulatory Compliance
3 Financial Stocks That Can Diversify a Tech-Heavy Portfolio
↗
January 07, 2026
After big gains for tech in 2025, now may be the time to cycle into financial stocks.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
The Credit Revolution: How the White House’s New Mortgage Assessment Standards are Redefining Homeownership in 2026
January 02, 2026
The landscape of American real estate is undergoing its most significant regulatory transformation in decades. As of January 2, 2026, the full implementation of the White House’s new assessment methods...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
UWM Holdings CEO Sells 1.6 Million Shares for $9.4 Million After Strong Q3
↗
December 31, 2025
As a leading wholesale mortgage lender, UWM Holdings saw significant insider selling amid a challenging year for its share price.
Via
The Motley Fool
Topics
Regulatory Compliance
Hunterbrook Capital Bets Big on Achieve Life Sciences: Why a 'Toxic Tree' Could Disrupt the Multi-Billion Dollar Smoking Cessation Market
December 30, 2025
In a move that has sent ripples through the biotech sector on the final trading days of the year, Hunterbrook Capital announced a significant bullish position in Achieve Life Sciences (NASDAQ:ACHV)...
Via
MarketMinute
Topics
Product Recall
The $13 Trillion Tightrope: US Mortgage Debt Hits Record Highs Amid Persistent Rate Pressure
December 24, 2025
The American housing market has crossed a sobering psychological and financial threshold. As of late 2025, total U.S. mortgage debt has climbed to a staggering $13.07 trillion, a figure that highlights...
Via
MarketMinute
Topics
Economy
The Great Housing Thaw: How Stabilizing Rates and 'Megabuilder' Incentives are Reshaping the 2025 Market
December 22, 2025
As the calendar turns toward the end of 2025, the U.S. housing market is finally shaking off the "deep freeze" that paralyzed transaction volumes for nearly two years. This nascent "thaw" is being...
Via
MarketMinute
Topics
Bonds
Economy
Why UWM Holdings Stock Was Getting Mashed This Week
↗
December 19, 2025
Investors had 1.3 billion reasons to be concerned about the company's latest move.
Via
The Motley Fool
UWM Holdings To Acquire Two Harbors Investment In $1.3B Deal - How Much Of The Combined Company Will UWM Shareholders Own?
↗
December 17, 2025
The acquisition is expected to nearly double UWM’s MSR book to about $400 billion.
Via
Stocktwits
Topics
Cannabis
Government
UWMC Announces Strategic Acquisition of TWO
December 17, 2025
From
UWM Holdings Corporation
Via
Business Wire
Is UWM Holdings Stock a Buy or Sell After the Company's CEO Sold 1.2M Shares?
↗
December 17, 2025
America’s largest wholesale mortgage lender, UWM Holdings, reported a notable insider sale amid a year of declining share prices.
Via
The Motley Fool
Topics
Regulatory Compliance
The Looming Shadow Over Homeownership: How a Weakened Fed Independence Could Reshape Mortgage Costs
December 03, 2025
The bedrock principle of an independent Federal Reserve, long considered a bulwark against economic instability, is facing increasing scrutiny as discussions emerge regarding potential political...
Via
MarketMinute
Topics
Economy
Fraud
Government
Gold Futures Soar as Weak U.S. Payrolls Data Bolsters December Fed Rate Cut Hopes
December 03, 2025
New York, NY – December 3, 2025 – Gold futures experienced a significant surge today, climbing to near six-week highs, following the release of unexpectedly weak U.S. private payrolls data for...
Via
MarketMinute
Topics
Bonds
ETFs
Economy
Inside Billionaire Mat Ishbia's Latest $9 Million UWM Stock Sale
↗
November 29, 2025
UWM’s billionaire CEO is selling stock again—but the real story for long-term investors lies in the numbers powering the business.
Via
The Motley Fool
Topics
Regulatory Compliance
Is UWMC Stock a Buy After Integrated Investment Consultants Scoops Up Over 5 Million Shares?
↗
November 28, 2025
UWM Holdings Corporation is a leader in wholesale mortgages.
Via
The Motley Fool
UWM Holdings Corporation Announces Third Quarter 2025 Results
November 06, 2025
From
UWM Holdings Corporation
Via
Business Wire
Treasury Secretary Declares 'Housing Recession,' Pressures Fed for Immediate Rate Cuts
November 03, 2025
In a stark warning echoing through the financial markets, U.S. Treasury Secretary Scott Bessent declared this week that the American housing sector is already mired in a recession, directly attributing...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Government
< Previous
1
2
3
4
5
6
7
8
9
...
11
12
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.