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
Latest News about APPF
Recent news which mentions APPF
< Previous
1
2
3
Next >
A Look Into AppFolio Inc's Price Over Earnings
August 13, 2025
Tickers
APPF
NEWS
Tags
BZI/PE
APPF
Markets
From
Benzinga
Reddit, Wingstop, And Generac Are Among Top 10 Large Cap Gainers Last Week (July 28-August 1): Are The Others In Your Portfolio?
August 03, 2025
Tickers
ALNY
APPF
CLS
ERJ
Tags
ERJ
TER
NVT
From
Benzinga
What 4 Analyst Ratings Have To Say About AppFolio
August 01, 2025
Tickers
APPF
Tags
APPF
Benzinga
BZI/AAR
From
Benzinga
12 Information Technology Stocks Moving In Friday's Intraday Session
August 01, 2025
Tickers
AEVA
APPF
BNZI
LIDR
Tags
LIDR
APPF
MGRT
From
Benzinga
Monolithic Power Systems, Workiva, Interface, AppFolio And Other Big Stocks Moving Higher On Friday
August 01, 2025
Tickers
ANPA
APPF
ATEC
BFAM
Tags
TILE
Markets
Movers
From
Benzinga
This AppFolio Analyst Turns Bullish; Here Are Top 4 Upgrades For Friday
August 01, 2025
Tickers
APPF
CGNX
GOOS
GOOS
Tags
THO
APPF
Market News
From
Benzinga
12 Information Technology Stocks Moving In Friday's Pre-Market Session
August 01, 2025
Tickers
APPF
BTCT
CCCS
FIVN
Tags
TAOP
WEAV
BTCT
From
Benzinga
12 Information Technology Stocks Moving In Thursday's After-Market Session
July 31, 2025
Tickers
APPF
CCCS
COHU
FIVN
Tags
VRME
Market News
BZI/TFM
From
Benzinga
Earnings Scheduled For July 31, 2025
July 31, 2025
Tickers
AAMI
AAPL
ABBV
ACCO
Tags
PRO
NCLH
COLM
From
Benzinga
AppFolio: A Strong Contender in the Real Estate Software Market
July 22, 2025
Tickers
APPF
Tags
Recent Press Releases
APPF
Market News
From
Motley Fool
Why AppFolio Stock Rocked the Market on Tuesday
June 10, 2025
Tickers
APPF
Tags
Market News
^GSPC
Recent Press Releases
From
Motley Fool
Beyond The Numbers: 4 Analysts Discuss AppFolio Stock
April 25, 2025
Tickers
APPF
Tags
Market News
Analyst Ratings
BZI/AAR
From
Benzinga
12 Information Technology Stocks Moving In Friday's Intraday Session
April 25, 2025
Tickers
APPF
BBAI
CGTL
CSIQ
Tags
CSIQ
MLGO
SELX
From
Benzinga
Why AppFolio Stock Is Plummeting Today
April 25, 2025
Tickers
APPF
Tags
Market News
Recent Press Releases
APPF
From
Motley Fool
AppFolio (APPF) Q1 2025 Earnings Call
April 24, 2025
Tickers
APPF
Tags
Recent Press Releases
APPF
Market News
From
Motley Fool
12 Information Technology Stocks Moving In Thursday's After-Market Session
April 24, 2025
Tickers
APPF
AWRE
BKYI
GRYP
Tags
APPF
ORKT
MRIN
From
Benzinga
Earnings Scheduled For April 24, 2025
April 24, 2025
Tickers
AAL
AB
ADT
ADXN
Tags
EBC
CURB
FPH
From
Benzinga
An Overview of AppFolio's Earnings
April 23, 2025
Tickers
APPF
Tags
Benzinga
BZI/EP
APPF
From
Benzinga
Jim Cramer Says AppFolio Is A 'Good One,' But Summit Therapeutics? 'Can't Go There'
February 03, 2025
Tickers
ADBE
APPF
HSBC
NEWS
Tags
Benzinga
CNBC
Jim Cramer
From
Benzinga
Why AppFolio Stock Dropped Today
January 31, 2025
Tickers
APPF
Tags
Market News
Recent Press Releases
APPF
From
Motley Fool
Breaking Down AppFolio: 4 Analysts Share Their Views
January 31, 2025
Tickers
APPF
Tags
Benzinga
APPF
Market News
From
Benzinga
AppFolio Beats on Revenue but EPS Misses
January 31, 2025
Tickers
AMZN
APPF
Tags
APPF
Recent Press Releases
AMZN
From
Motley Fool
Insights into AppFolio Q4 Earnings
January 30, 2025
Tickers
APPF
Tags
Market News
Earnings
APPF
From
Benzinga
AppFolio: Q4 Earnings Insights
January 30, 2025
Tickers
APPF
Tags
BZI/Recaps
Benzinga
APPF
From
Benzinga
Earnings Scheduled For January 30, 2025
January 30, 2025
Tickers
AAPL
ABCB
ABG
AJG
Tags
BAFN
IP
BZI/UE
From
Benzinga
Booz Allen Posts Upbeat Q3 Earnings, Joins Deckers Outdoor, Saia, Boyd Gaming And Other Big Stocks Moving Higher On Friday
October 25, 2024
Tickers
APPF
BAH
BYD
DECK
Tags
BYD
TPR
DJT
From
Benzinga
Why AppFolio Stock Soared Today
October 25, 2024
Tickers
APPF
Tags
APPF
Recent Press Releases
Market News
From
Motley Fool
Preview: AppFolio's Earnings
October 23, 2024
Tickers
APPF
Tags
Benzinga
APPF
BZI/EP
From
Benzinga
3 Top Tech Stocks Ready for Robust Gains
August 04, 2024
Tickers
ALAB
APPF
EVH
Tags
EVH
Market News
APPF
From
InvestorPlace
Is It Too Late to Buy SoundHound AI Stock?
July 26, 2024
Tickers
APPF
DOMO
SOUN
SPSC
Tags
Market News
YEXT
SOUN
From
Motley Fool
< Previous
1
2
3
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.