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home
about us
Investment Approach
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Form CRS
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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
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Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Appian To Rally Around 47%? Here Are 10 Top Analyst Forecasts For Tuesday
November 07, 2023
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APPN
ATEC
AYX
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Price Target
COMP
Benzinga
From
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Analyst Expectations for Appian's Future
November 07, 2023
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Analyst Ratings
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Down 83% From All-Time Highs, Can This AI Stock Make a Comeback?
November 06, 2023
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APPN
Recent Press Releases
Market News
From
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Goldman Sachs Maintains Buy Rating for Appian: Here's What You Need To Know
November 03, 2023
Tickers
APPN
Tags
Benzinga
Market News
Analyst Ratings
From
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Appian (APPN) Q3 2023 Earnings Call Transcript
November 03, 2023
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Market News
APPN
From
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12 Information Technology Stocks Moving In Thursday's After-Market Session
November 02, 2023
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AEYE
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BILL
DOCN
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AEYE
BZI/TFM
Benzinga
From
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What 7 Analyst Ratings Have To Say About Appian
October 12, 2023
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APPN
BZI/AAR
Analyst Ratings
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Barclays Maintains Underweight Rating for Appian: Here's What You Need To Know
October 12, 2023
Tickers
APPN
Tags
Analyst Ratings
BZI/AAR/UPDATE
Benzinga
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Appian Just Locked in a Big Payday. Here's What Investors Need to Know
September 11, 2023
Tickers
APPN
PEGA
Tags
Recent Press Releases
Market News
PEGA
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This Growth Stock Is Going All-In on Private AI. Here's What That Means
August 10, 2023
Tickers
APPN
Tags
Recent Press Releases
Market News
APPN
From
Motley Fool
Appian (APPN) Q2 2023 Earnings Call Transcript
August 03, 2023
Tickers
APPN
Tags
Recent Press Releases
Market News
APPN
From
Motley Fool
Earnings Outlook For Appian
August 02, 2023
Tickers
APPN
Tags
Earnings
APPN
Benzinga
From
Benzinga
What 4 Analyst Ratings Have To Say About Appian
July 21, 2023
Tickers
APPN
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Analyst Ratings
Market News
Benzinga
From
Benzinga
Why Pegasystems Stock Is Soaring Today
July 05, 2023
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APPN
PEGA
Tags
Market News
Recent Press Releases
APPN
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Why Pegasystems Shares Are Rocketing Today
July 05, 2023
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PEGA
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Markets
Briefs
Mid Cap
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For June 6, 2023
June 06, 2023
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AEP
AGEN
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NBTB
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Get Ahead of the Game: Which Stock Could Unveil a Chatbot Feature Next?
May 21, 2023
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Market News
Recent Press Releases
APPN
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$10,000 Invested in These Growth Stocks Could Make You a Fortune Over the Next 10 Years
May 16, 2023
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STNE
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STNE
Market News
From
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Appian (APPN) Q1 2023 Earnings Call Transcript
May 09, 2023
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Recent Press Releases
Market News
APPN
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Motley Fool
Can artificial intelligence reverse the tech downturn? Startups are hiring for the next big thing.
April 07, 2023
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APPN
CRM
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AI
AMZN
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From
MarketWatch
Insiders Buying Appian And 2 Other Stocks
April 06, 2023
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APPN
RANI
SNDA
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Market News
Benzinga
RANI
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Why Appian, Snowflake, and Shopify All Stumbled Today
April 05, 2023
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APPN
SHOP
SNOW
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Recent Press Releases
Market News
APPN
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Is UiPath Stock a Buy Now?
March 17, 2023
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CRM
MSFT
PATH
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Tech is thriving in D.C.’s backyard — despite lawmakers’ efforts to rein in the industry
March 15, 2023
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COF
GCI
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META
COF
APPN
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MarketWatch
Why Appian Stock Rallied Tuesday Morning
March 14, 2023
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APPN
Recent Press Releases
Market News
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Motley Fool
Nasdaq Bear Market: Buying These Bargain-Bin Stocks in 2023 Could Double Your Money by 2025
March 02, 2023
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APPN
FVRR
META
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APPN
FVRR
META
From
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This Move Could Be a Game-Changer for Appian
February 24, 2023
Tickers
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Market News
Recent Press Releases
APPN
From
Motley Fool
$4.5M Bet On Appian? Check Out These 3 Stocks Insiders Are Buying
February 22, 2023
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BY
RCM
Tags
Long Ideas
Pre/Market Outlook
News
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Benzinga
Why C3.ai, Palantir, and Atlassian Got Smoked Today
February 21, 2023
Tickers
AI
AMZN
APPN
PLTR
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PLTR
Recent Press Releases
Market News
From
Motley Fool
Why Appian Stock Was Moving Higher Today
February 17, 2023
Tickers
APPN
Tags
Market News
Recent Press Releases
APPN
From
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