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home
about us
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Firm ADV PDFs
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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
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
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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
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Apollo Global Management, Inc. (New) Common Stock
(NY:
APO
)
146.61
+1.85 (+1.28%)
Official Closing Price
Updated: 7:00 PM EST, Jan 2, 2026
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All News about Apollo Global Management, Inc. (New) Common Stock
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Investor Fully Sells OneMain in $31 Million Portfolio Exit Amid Steep Stock Run
↗
December 31, 2025
The exit comes as OneMain is printing record capital generation and returning more cash to shareholders than at any point in its recent history.
Via
The Motley Fool
Topics
Credit Cards
Regulatory Compliance
The Trillion-Dollar Shuffle: How Year-End Institutional Rebalancing is Fueling Late-December Volatility
December 30, 2025
As the final trading days of 2025 unfold, the financial markets are witnessing a phenomenon that analysts have dubbed the "Great Rebalancing." While the S&P 500 is poised to finish the year with...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
ETFs
The Trillion-Dollar Shuffle: How Year-End Institutional Rebalancing is Shaping the Final Trading Days of 2025
December 29, 2025
As the calendar turns to the final days of December 2025, a massive, invisible hand is moving the levers of the global financial markets. This week, institutional giants—ranging from sovereign wealth...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
The End of the Omaha Era: Warren Buffett to Step Down as CEO of Berkshire Hathaway
December 25, 2025
The world of finance is bracing for the conclusion of its most storied chapter as Warren Buffett, the "Oracle of Omaha," prepares to step down as CEO of Berkshire Hathaway (NYSE: BRK.A, BRK.B) on...
Via
MarketMinute
Topics
Economy
Retirement
The Declining Luster of Private Equity: Why the Golden Age is Yielding to Public Markets
December 25, 2025
As of December 25, 2025, the once-invincible aura surrounding the private equity (PE) industry has noticeably dimmed. For decades, private equity was the premier destination for institutional capital,...
Via
MarketMinute
Topics
Initial Public Offering
Regulatory Compliance
Retirement
Ares Management Eyes 'Big' Private Equity Acquisition as CEO Signals Further Consolidation in Alternative Assets
December 23, 2025
As the curtains close on 2025, Ares Management Corp. (NYSE: ARES) has signaled that its appetite for expansion is far from satisfied. In a series of strategic comments that have sent ripples through...
Via
MarketMinute
Topics
Artificial Intelligence
Retirement
The Elliott Playbook: How the Waterstones/Barnes & Noble IPO Signals a New Era for Institutional Retail Activism
December 18, 2025
As the financial world closes out 2025, a significant shift in the retail landscape is taking center stage. Elliott Management, the powerhouse investment firm known for its aggressive activist...
Via
MarketMinute
Topics
Economy
Initial Public Offering
Apollo Bets On French Fresh Food Retail With Prosol Acquisition
↗
December 16, 2025
Apollo Global Management, Inc. (NYSE: APO) to acquire majority stake in Prosol Group, a leading French fresh food retailer, from Ardian.
Via
Benzinga
Apollo Funds to Acquire Prosol Group, a Leading French Fresh Food Retailer
December 16, 2025
Investment Supports Growth of Prosol’s Proprietary Fresh Food Model and Distinctive Customer Proposition
From
Apollo Global Management, Inc.
Via
GlobeNewswire
Apollo Global Management Weighs IPO Or Sale Of Invited In Potential Deal That Could Top $3B: Report
↗
December 11, 2025
JPMorgan and Wells Fargo have reportedly been engaged to advise on the process.
Via
Stocktwits
Topics
Initial Public Offering
Top S&P500 movers in Tuesday's session
↗
December 09, 2025
Let's have a look at the top S&P500 gainers and losers one hour before the close of the markets of today's session.
Via
Chartmill
Explore the top gainers and losers within the S&P500 index in today's session.
↗
December 09, 2025
Join us in exploring the top gainers and losers within the S&P500 index in the middle of the day on Tuesday as we examine the latest happenings in today's session.
Via
Chartmill
Is the Netflix Deal to Buy Warner Bros. Already in Trouble?
↗
December 09, 2025
The acquisition would have created a global multimedia and entertainment powerhouse. Now, there's a fly in the ointment.
Via
The Motley Fool
Apollo to Present at the Goldman Sachs 2025 US Financial Services Conference
December 02, 2025
From
Apollo Global Management, Inc.
Via
GlobeNewswire
Financial Services Navigate a Transformative Era: AI, Regulation, and Strategic Shifts Define the Horizon
November 28, 2025
The financial services sector, as of late November 2025, finds itself at a pivotal juncture, characterized by a complex interplay of rapid technological advancement, stringent regulatory evolution,...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
$100 Invested In Apollo Asset Management 10 Years Ago Would Be Worth This Much Today
↗
November 20, 2025
Via
Benzinga
Dan Loeb Raises Microsoft Stake 175% In Big-Tech Push, Dumps Workday And More
↗
November 19, 2025
Dan Loeb's Third Point doubled its Microsoft stake and boosted Meta, Amazon, and Nvidia while fully exiting Workday and multiple industrial names in Q3.
Via
Benzinga
Why WPP Stock Crushed it on Monday
↗
November 17, 2025
Some investors clearly believe it'll soon change hands to new ownership.
Via
The Motley Fool
Investors Get Cold Feet in a Hot Stock Market
↗
November 17, 2025
Investor sentiment has dropped as the financial headlines increasingly stoke concerns.
Via
The Motley Fool
Topics
Retirement
Workforce
World Trade
These S&P500 stocks are gapping in today's session
↗
November 17, 2025
Monday's session is showcasing interesting market movements in the S&P500 index, with notable gap up and gap down stocks. Stay updated with the gapping S&P500 stocks in today's session.
Via
Chartmill
BlackRock’s BUIDL Fund Goes Multi-Chain: A New Era for Institutional Crypto Adoption and Tokenized Real-World Assets
November 14, 2025
In a landmark move solidifying the institutional embrace of blockchain technology, asset management titan BlackRock (NYSE: BLK) has significantly expanded its USD Institutional Digital Liquidity Fund...
Via
BreakingCrypto
Topics
Economy
Apollo to Host Retirement Services Business Update on November 24, 2025
November 14, 2025
From
Apollo Global Management, Inc.
Via
GlobeNewswire
This Domino's Pizza Rival Is Beginning To Falter: Momentum Score Dips
↗
November 13, 2025
A fast casual pizza chain, and a rival of Domino's Pizza, is beginning to falter in its Momentum rankings in Benzinga's Edge Stock Rankings.
Via
Benzinga
King US Bidco, Inc. Announces the Pricing of Its €750,000,000 Floating Rate Senior Secured Notes Due 2032
November 12, 2025
From
Apollo Global Management, Inc.
Via
GlobeNewswire
Papa John's $2.7 Billion Takeover Bid: A Price on Untapped Value
↗
November 12, 2025
Via
MarketBeat
Ethereum’s $60,000 Dream or Delusion? Tom Lee’s RWA Thesis Faces Fierce Scrutiny
November 10, 2025
November 10, 2025 – A bold long-term prediction for Ethereum (ETH) to reach an astounding $60,000, put forth by Fundstrat Global Advisors (NASDAQ: FSTR) Managing Partner Tom Lee, has ignited a fervent...
Via
BreakingCrypto
Topics
Artificial Intelligence
ETFs
Regulatory Compliance
Atlético de Madrid to Welcome Apollo Sports Capital as Majority Shareholder
November 10, 2025
The Club and leading global sports investor form long-term partnership to support continued growth under CEO Miguel Ángel Gil and President Enrique Cerezo
From
Apollo Global Management, Inc.
Via
GlobeNewswire
Access Investment Dumps $2.8 Million of LKQ (Nasdaq: LKQ) Shares
↗
November 07, 2025
Access Investment Dumps $2.8 Million of LKQ (Nasdaq: LKQ) Shares
Via
The Motley Fool
Topics
Regulatory Compliance
Apollo Prices Offering of Senior Notes
November 05, 2025
From
Apollo Global Management, Inc.
Via
GlobeNewswire
Why Apollo Global Is Soaring This Week
↗
November 05, 2025
The investment manager had a strong third quarter.
Via
The Motley Fool
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