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 SMAR
Recent news which mentions SMAR
< Previous
1
2
3
4
5
6
7
8
9
Next >
Cracking The Code: Understanding Analyst Reviews For Smartsheet
December 06, 2024
Tickers
SMAR
Tags
Benzinga
Market News
Analyst Ratings
From
Benzinga
Recap: Smartsheet Q3 Earnings
December 05, 2024
Tickers
SMAR
Tags
SMAR
Market News
Earnings
From
Benzinga
Earnings Scheduled For December 5, 2024
December 05, 2024
Tickers
AGX
AOUT
ASAN
BBW
Tags
DOCU
BBW
WOOF
From
Benzinga
What's Next: Smartsheet's Earnings Preview
December 04, 2024
Tickers
SMAR
Tags
Market News
Earnings
SMAR
From
Benzinga
This Celanese Analyst Turns Bearish; Here Are Top 5 Downgrades For Monday
November 11, 2024
Tickers
AGL
CE
NEWS
NVR
Tags
AGL
CE
TDW
From
Benzinga
The Latest Analyst Ratings For Smartsheet
November 11, 2024
Tickers
SMAR
Tags
Analyst Ratings
Market News
BZI/AAR
From
Benzinga
The Analyst Verdict: Smartsheet In The Eyes Of 26 Experts
October 24, 2024
Tickers
SMAR
Tags
Benzinga
Market News
Analyst Ratings
From
Benzinga
This Ford Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Wednesday
September 25, 2024
Tickers
EXPE
F
GPN
NEWS
Tags
Market News
EXPE
GPN
From
Benzinga
Demystifying Smartsheet: Insights From 18 Analyst Reviews
September 25, 2024
Tickers
SMAR
Tags
Benzinga
Analyst Ratings
Market News
From
Benzinga
Smartsheet To Be Acquired By Blackstone, Vista In $8.4B Deal: Details
September 24, 2024
Tickers
BX
NEWS
SMAR
TMFS
Tags
BX
M&A
TOGA
From
Benzinga
Interest Rates, Private Equity, Stocks, Football...We've Got It All
September 11, 2024
Tickers
ABM
ADBE
AOS
BX
Tags
Recent Press Releases
ADBE
TORO
From
Motley Fool
Expert Ratings For Smartsheet
September 06, 2024
Tickers
SMAR
Tags
Benzinga
SMAR
BZI/AAR
From
Benzinga
Why Smartsheet Stock Is Soaring Again Today
September 06, 2024
Tickers
SMAR
Tags
SMAR
Market News
Recent Press Releases
From
Motley Fool
Quanex Building Products Posts Better-Than-Expected Results, Joins Zumiez, Guidewire Software, Smartsheet And Other Big Stocks Moving Higher On Friday
September 06, 2024
Tickers
AGX
BOWL
BRC
GWRE
Tags
Market News
ZUMZ
News
From
Benzinga
Blackstone And Vista Plot Smartsheet Takeover: Report
September 06, 2024
Tickers
BX
LBO
NEWS
PSP
Tags
SMAR
Equities
Benzinga
From
Benzinga
Smartsheet Analysts Increase Their Forecasts After Upbeat Earnings
September 06, 2024
Tickers
NEWS
SMAR
Tags
Benzinga
Price Target
Market News
From
Benzinga
US Stocks Set For Steep Fall Amid Heightened Anxiety Ahead Jobs Data, VIX Surges: Strategist Flags 2 Reasons Why He Expects More Volatility Ahead
September 06, 2024
Tickers
ABM
AVGO
GCO
NEWS
Tags
Movers
Markets
Earnings
From
Benzinga
Smartsheet (SMAR) Q2 2025 Earnings Call Transcript
September 05, 2024
Tickers
SMAR
Tags
Recent Press Releases
SMAR
Market News
From
Motley Fool
S&P 500 Falls Below 5,500 Points On Cooling Jobs Data, Tesla Leads Tech Gains, Natural Gas Spikes: What's Driving Markets Thursday?
September 05, 2024
Tickers
AAL
AI
AVGO
CNM
Tags
XLV
CNM
Cryptocurrency
From
Benzinga
Wall Street Futures Narrowly Mixed As Uncertainty Looms Ahead Of Jobless Claims Data, VIX Pulls Back: Analysts See Near-Term Weakness, But Calls For Post-Election Bump
September 05, 2024
Tickers
AI
AVGO
CHPT
DOCU
Tags
SCVL
Earnings
SAIC
From
Benzinga
In-Depth Examination Of 10 Analyst Recommendations For Smartsheet
August 20, 2024
Tickers
SMAR
Tags
BZI/AAR
SMAR
Analyst Ratings
From
Benzinga
3 Rare Stocks on the Brink of Unprecedented Growth
July 30, 2024
Tickers
GCT
PAGS
SMAR
Tags
NASDAQ:GCT,NYSE:SMAR,NYSE:PAGS
SMAR
Market News
From
InvestorPlace
Demystifying Smartsheet: Insights From 9 Analyst Reviews
June 25, 2024
Tickers
SMAR
Tags
Benzinga
BZI/AAR
SMAR
From
Benzinga
Novavax And Agios Pharmaceuticals Were Among The 10 Biggest Mid-Cap Gainers Last Week (June 1-June 7): Are These In Your Portfolio?
June 09, 2024
Tickers
ACLS
AGIO
HALO
IRTC
Tags
News
NVDA
Market News
From
Benzinga
Stocks Pause As Traders Await Jobs Data, Nvidia Falls On Antitrust Investigation, Crude Rises To $75: What's Driving Markets Thursday?
June 06, 2024
Tickers
CIEN
CXM
DIA
ECON
Tags
Macro Economic Events
SMAR
Benzinga
From
Benzinga
Why G-III Apparel Shares Are Trading Lower By 13%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
June 06, 2024
Tickers
AEMD
AIRJ
AONC
ASNS
Tags
VTYX
Benzinga
OLLI
From
Benzinga
12 Information Technology Stocks Moving In Thursday's Intraday Session
June 06, 2024
Tickers
ASNS
BASE
BNAI
CAMP
Tags
PRST
CAMP
TRSG
From
Benzinga
J.M. SmuckerPosts Upbeat Earnings, Joins Toro Company, United Natural Foods, Semtech And Other Big Stocks Moving Higher On Thursday
June 06, 2024
Tickers
CART
CIEN
HALO
HOOD
Tags
SMTC
Market News
TTC
From
Benzinga
These Analysts Boost Their Forecasts On Smartsheet After Upbeat Results
June 06, 2024
Tickers
NEWS
SMAR
Tags
Markets
Earnings
Trading Ideas
From
Benzinga
Lululemon To Rally Around 45%? Here Are 10 Top Analyst Forecasts For Thursday
June 06, 2024
Tickers
CIFR
CORZ
CXM
LE
Tags
Price Target
Market News
SMTC
From
Benzinga
< Previous
1
2
3
4
5
6
7
8
9
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.