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 APPN
Recent news which mentions APPN
< Previous
1
2
3
4
5
6
7
8
Next >
Appian Shifts Into Cruise Control
February 23, 2022
Tickers
APPN
Tags
Recent Press Releases
APPN
Market News
From
Motley Fool
Why Apple, Appian, and Lemonade Stocks Are Falling Tuesday
February 22, 2022
Tickers
AAPL
APPN
LMND
Tags
Market News
AAPL
Recent Press Releases
From
Motley Fool
100% Upside? What A Wizards Of The Coast Spinoff Could Mean For Hasbro
February 22, 2022
Tickers
AIG
APPN
HAS
IDT
Tags
Benzinga
Jon Finkel
Small Cap
From
Benzinga
70 Biggest Movers From Friday
February 22, 2022
Tickers
AMLX
AMN
AMPL
ANGH
Tags
RBA
FTK
MULN
From
Benzinga
12 Information Technology Stocks Moving In Friday's Intraday Session
February 18, 2022
Tickers
AMPL
API
APPN
BLZE
Tags
Benzinga
BLZE
Top Gainers
From
Benzinga
42 Stocks Moving In Friday's Mid-Day Session
February 18, 2022
Tickers
AMN
ANGH
API
APPN
Tags
PPC
BILI
BLMN
From
Benzinga
Why Appian Stock Was Climbing Today
February 18, 2022
Tickers
APPN
Tags
APPN
Recent Press Releases
Market News
From
Motley Fool
Here's Why Appian Shares Are Trading Higher Today
February 18, 2022
Tickers
APPN
TECH
Tags
APPN
Benzinga
Market News
From
Benzinga
Looking Into Appian's Return On Invested Capital
February 18, 2022
Tickers
APPN
Tags
Market News
Earnings
APPN
From
Benzinga
26 Stocks Moving in Friday's Pre-Market Session
February 18, 2022
Tickers
ANGH
APPN
BJRI
CELZ
Tags
Small Cap
Benzinga
DOMA
From
Benzinga
Appian (APPN) Q4 2021 Earnings Call Transcript
February 17, 2022
Tickers
APPN
Tags
Market News
APPN
Recent Press Releases
From
Motley Fool
Look Out for Thursday's 2 Big After-Hours Stock Winners
February 17, 2022
Tickers
APPN
DJI
SWAV
Tags
Market News
^IXIC
^DJI
From
Motley Fool
Benzinga's After-Hours Earnings Roundup: Roku, Shake Shack, Dropbox And More
February 17, 2022
Tickers
APPN
CGNX
DBX
DOMA
Tags
After/Hours Center
RLGY
Crowdsourcing
From
Benzinga
12 Information Technology Stocks Moving In Thursday's After-Market Session
February 17, 2022
Tickers
APPN
BLIN
BRQS
BSY
Tags
LASR
APPN
BRQS
From
Benzinga
Appian: Q4 Earnings Insights
February 17, 2022
Tickers
APPN
Tags
Benzinga
APPN
BZI/Recaps
From
Benzinga
Earnings Scheduled For February 17, 2022
February 17, 2022
Tickers
AAWW
AEE
AEL
AL
Tags
LASR
ISPC
Earnings Scheduled
From
Benzinga
3 Moonshot Stocks For 2022
February 16, 2022
Tickers
ACN
AMZN
APPN
ASAN
Tags
Market Insight, Financial Articles
FB
MSFT
From
InvestorPlace
This Beaten-Down Tech Stock Looks Like a Great Buy Right Now
February 09, 2022
Tickers
AMC
APPN
GME
TMUS
Tags
Recent Press Releases
AMC
APPN
From
Motley Fool
Executives Buy More Than $28M Of 4 Stocks
February 04, 2022
Tickers
AMZN
APPN
DUOL
WRBY
Tags
News
Market News
Long Ideas
From
Benzinga
3 Stocks Insiders Are Buying: Appian, Duolingo And More
January 27, 2022
Tickers
ALTG
APPN
DUOL
Tags
Market News
Insider Buying
Long Ideas
From
Benzinga
Appian Takes The Next Step in Its Low-Code Evolution
January 26, 2022
Tickers
APPN
NOW
PATH
Tags
Market News
PATH
Recent Press Releases
From
Motley Fool
Is Monday.com Stock a Buy Now?
January 25, 2022
Tickers
APPN
ASAN
HUBS
MNDY
Tags
SMAR
HUBS
ASAN
From
Motley Fool
EXCLUSIVE: Cloud Computing Company Appian Offers Low-Code Process Mining Platform
January 24, 2022
Tickers
APPN
Tags
APPN
Matt Calkins
Benzinga
From
Benzinga
Got $1,000? These 2 Top Growth Stocks Could Double Your Money
January 21, 2022
Tickers
APPN
PUBM
Tags
Market News
PUBM
Recent Press Releases
From
Motley Fool
Why Appian Stock Is Climbing Today
January 20, 2022
Tickers
APPN
Tags
APPN
Recent Press Releases
Market News
From
Motley Fool
Are the Nasdaq's 3 Worst-Performing Stocks Ready to Bounce Back in 2022?
January 20, 2022
Tickers
APPN
CRM
MSFT
PTON
Tags
ZM
Recent Press Releases
APPN
From
Motley Fool
Why Appian Stock Jumped 6% Higher This Morning
January 19, 2022
Tickers
APPN
FORR
IBM
MSFT
Tags
Recent Press Releases
APPN
MSFT
From
Motley Fool
Why Appian Stock Just Crashed 6.5%
January 12, 2022
Tickers
APPN
Tags
Recent Press Releases
APPN
Market News
From
Motley Fool
Analyst Ratings For Appian
January 12, 2022
Tickers
APPN
Tags
APPN
Benzinga
Analyst Ratings
From
Benzinga
Why Datadog, Appian, and MongoDB Crashed and Burned Today
January 05, 2022
Tickers
APPN
DDOG
MDB
Tags
DDOG
Market News
Recent Press Releases
From
Motley Fool
< Previous
1
2
3
4
5
6
7
8
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.