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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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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
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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
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Appian Corporation - Class A Common Stock
(NQ:
APPN
)
33.76
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 5, 2026
Add to My Watchlist
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All News about Appian Corporation - Class A Common Stock
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$20 Million Bet On Datadog? Check Out These 4 Stocks Insiders Are Buying
↗
November 15, 2022
Although US stocks closed lower on Monday, there were a few notable insider trades.
Via
Benzinga
Why Appian Stock Fell Today
↗
November 07, 2022
Investors reacted to two analysts' decisions today.
Via
The Motley Fool
Analyst Ratings for Appian
↗
November 07, 2022
Over the past 3 months, 6 analysts have published their opinion on Appian (NASDAQ:APPN) stock. These analysts are typically employed by large Wall Street banks and tasked with understanding a company's...
Via
Benzinga
Yelp, Twilio, Atlassian, And Other Big Losers From Friday
↗
November 07, 2022
U.S. stocks closed higher on Friday, with the Dow Jones surging more than 400 points. Here is the list of some big stocks recording losses in the previous session.
Via
Benzinga
Appian's Loss Just Doubled. Is It Time To Sell the Stock?
↗
November 05, 2022
Revenue growth is slowing, too.
Via
The Motley Fool
Appian (APPN) Q3 2022 Earnings Call Transcript
↗
November 03, 2022
APPN earnings call for the period ending September 30, 2022.
Via
The Motley Fool
What 4 Analyst Ratings Have To Say About Appian
↗
October 20, 2022
Analysts have provided the following ratings for Appian (NASDAQ:APPN) within the last quarter:
Via
Benzinga
Appian Earnings Perspective: Return On Invested Capital
↗
August 15, 2022
Via
Benzinga
Why MediaAlpha Shares Jumped Around 30%; Here Are 112 Biggest Movers From Friday
↗
November 07, 2022
Gainers
Via
Benzinga
Why Okta Stock Plunged Today
↗
November 04, 2022
An analyst note and weak results from peers pushed the stock lower.
Via
The Motley Fool
Why Block Popped but Appian and Atlassian Dropped on Friday
↗
November 04, 2022
Earnings have been mixed in tech this quarter.
Via
The Motley Fool
12 Information Technology Stocks Moving In Friday's Intraday Session
↗
November 04, 2022
Gainers
Via
Benzinga
$7.8 Million Bet On Appian? 4 Stocks Insiders Are Buying
↗
November 04, 2022
Although US stocks closed lower on Thursday, there were a few notable insider trades.
Via
Benzinga
Appian Announces Third Quarter 2022 Financial Results
November 03, 2022
Third quarter cloud subscription revenue increased 30% year-over-year to $60.6 million
From
Appian Corporation
Via
GlobeNewswire
Why Yelp Shares Are Trading Lower By 15%? Here Are 86 Stocks Moving In Friday's Mid-Day Session
↗
November 04, 2022
Gainers
Via
Benzinga
Appian Joins Guidewire PartnerConnect Solution Alliance Ecosystem to Enhance Digital Experience
October 24, 2022
From
Guidewire
Via
Business Wire
Why Minerva Neurosciences Shares Dipped By Around 70%; Here Are 90 Biggest Movers From Yesterday
↗
October 18, 2022
Gainers Acorda Therapeutics, Inc. (NASDAQ: ACOR) surged 163.8% to close at $0.8970 on Monday after the company announced a $16.5 million award and royalty/supply relief in the AMPYRA arbitration case.
Via
Benzinga
Why Bank of America Shares Are Trading Higher? Here Are 66 Stocks Moving In Monday's Mid-Day Session
↗
October 17, 2022
Gainers FedNat Holding Company (NASDAQ: FNHC) shares rose 78.9% to $0.93 after jumping 48% on Friday.
Via
Benzinga
Why Twilio, Snowflake, and Appian Shares Plunged Today
↗
October 10, 2022
Software stocks fell as yields remained high and a peer announced its CEO was stepping down.
Via
The Motley Fool
Appian To Announce Third Quarter 2022 Financial Results on November 3
October 10, 2022
From
Appian Corporation
Via
GlobeNewswire
Benzinga's Top Ratings Upgrades, Downgrades For September 1, 2022
↗
September 01, 2022
Upgrades
Via
Benzinga
Digital Transformation? Artificial Intelligence? With These Tools, Even You Could Pull It Off
↗
July 15, 2022
Forget the software developer shortage. Today even ordinary folks can be tech wizards.
Via
Investor's Business Daily
Kepner-Tregoe Announces Partnership With Appian
July 07, 2022
From
Kepner-Tregoe
Via
Business Wire
More Than $6 Million Bet On JELD-WEN Holding? 3 Stocks Insiders are Buying
↗
June 24, 2022
Although the US stocks closed higher on Thursday, there were a few notable insider trades.
Via
Benzinga
SOFI, COST, UAL: 5 Top Insider Buys of the Week
↗
June 10, 2022
Insiders are stepping up their game in light of the market decline with insider buys from SoFi, Costco and United Airlines.
Via
InvestorPlace
9 Stock Picks With Important Insider Trading Signals to Buy Now
↗
June 07, 2022
Bullish insider trading transactions are intriguing for formulating stock picks, particularly during a corrective period in the markets.
Via
InvestorPlace
12 Information Technology Stocks Moving In Tuesday's After-Market Session
↗
May 31, 2022
Gainers
Via
Benzinga
Insiders Buy More Than $13M Of 3 Stocks
↗
May 25, 2022
Although the Nasdaq Composite dropped around 270 points on Tuesday, there were a few notable insider trades.
Via
Benzinga
Coinbase And 2 Other Stocks Insiders Are Buying
↗
May 20, 2022
Although the Dow Jones dropped by over 200 points on Thursday, there were a few notable insider trades.
Via
Benzinga
12 Information Technology Stocks Moving In Thursday's Pre-Market Session
↗
May 19, 2022
Via
Benzinga
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