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
Next >
Benzinga's Top Ratings Upgrades, Downgrades For August 12, 2022
August 12, 2022
Tickers
ABSI
ACCD
ADM
AIT
Tags
NXRT
Upgrades
Downgrades
From
Benzinga
Expert Ratings for Smartsheet
August 12, 2022
Tickers
SMAR
Tags
BZI/AAR
SMAR
Analyst Ratings
From
Benzinga
Why an analyst says sell these four big software stocks
August 12, 2022
Tickers
CRM
CRWD
MSFT
NOW
Tags
SNOW
NOW
WDAY
From
MarketWatch
Smartsheet Earnings Perspective: Return On Capital Employed
June 27, 2022
Tickers
SMAR
Tags
Earnings
Market News
SMAR
From
Benzinga
83 Biggest Movers From Yesterday
June 09, 2022
Tickers
ACLX
ADTH
AERC
AMLX
Tags
ZIM
EFTR
Markets
From
Benzinga
50 Stocks Moving In Wednesday's Mid-Day Session
June 08, 2022
Tickers
ACLX
ACRX
AERC
ANVS
Tags
Penny Stocks
COSM
ACRX
From
Benzinga
10 Biggest Price Target Changes For Wednesday
June 08, 2022
Tickers
CASY
CCL
CURV
CVX
Tags
Market News
Price Target
Price Target Changes
From
Benzinga
Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Wednesday
June 08, 2022
Tickers
AL
AYX
CCL
CTVA
Tags
AL
AYX
Market News
From
InvestorPlace
20 Stocks Moving in Wednesday's Pre-Market Session
June 08, 2022
Tickers
ACRX
AERC
AIM
ATOS
Tags
BYFC
Pre/Market Movers
Movers
From
Benzinga
Smartsheet (SMAR) Q1 2023 Earnings Call Transcript
June 07, 2022
Tickers
SMAR
Tags
Market News
SMAR
Recent Press Releases
From
Motley Fool
12 Information Technology Stocks Moving In Tuesday's After-Market Session
June 07, 2022
Tickers
ALPP
APCX
DTST
EVLV
Tags
IREN
EVLV
Movers
From
Benzinga
Smartsheet Shares Slide After Hours On Widening Q1 Loss, Below Par EPS Outlook
June 07, 2022
Tickers
SMAR
Tags
Benzinga
Market News
SMAR
From
Benzinga
Smartsheet stock declines following wider-than-expected loss forecast
June 07, 2022
Tickers
SMAR
Tags
SMAR
From
MarketWatch
What 13 Analyst Ratings Have To Say About Smartsheet
June 07, 2022
Tickers
SMAR
Tags
Benzinga
BZI/AAR
SMAR
From
Benzinga
Smartsheet's Earnings Outlook
June 06, 2022
Tickers
SMAR
Tags
Market News
Earnings
SMAR
From
Benzinga
Stocks That Hit 52-Week Lows On Monday
May 23, 2022
Tickers
MFV
MHUA
MYO
NCMI
Tags
PWSC
VEDU
SJ
From
Benzinga
Analyst Ratings for Smartsheet
May 18, 2022
Tickers
SMAR
Tags
BZI/AAR
SMAR
Analyst Ratings
From
Benzinga
Is Monday.com Stock a Buy Now?
May 17, 2022
Tickers
MNDY
SMAR
TEAM
Tags
MNDY
TEAM
Recent Press Releases
From
Motley Fool
10 Biggest Price Target Changes For Wednesday
March 16, 2022
Tickers
ADBE
APRE
ENR
GOCO
Tags
Analyst Ratings
PG
YY
From
Benzinga
Smartsheet (SMAR) Q4 2022 Earnings Call Transcript
March 15, 2022
Tickers
SMAR
Tags
Market News
SMAR
Recent Press Releases
From
Motley Fool
SentinelOne, Smartsheet Fall After Hours Despite Continued Business Growth
March 15, 2022
Tickers
DJI
S
SMAR
Tags
^GSPC
Recent Press Releases
^DJI
From
Motley Fool
12 Information Technology Stocks Moving In Tuesday's After-Market Session
March 15, 2022
Tickers
AIRG
BBAI
BSQR
CPSH
Tags
LTCH
Movers
SMAR
From
Benzinga
Recap: Smartsheet Q4 Earnings
March 15, 2022
Tickers
SMAR
Tags
Benzinga
BZI/Recaps
SMAR
From
Benzinga
Why Smartsheet Shares Are Sliding After Hours
March 15, 2022
Tickers
SMAR
Tags
Guidance
Trading Ideas
Earnings
From
Benzinga
SmartSheet stock drops as weak outlook overshadows earnings beat
March 15, 2022
Tickers
SMAR
Tags
SMAR
From
MarketWatch
Stocks That Hit 52-Week Lows On Tuesday
March 15, 2022
Tickers
OMGA
ONON
OOMA
OSUR
Tags
VKTX
RERE
VAXX
From
Benzinga
What 6 Analyst Ratings Have To Say About Smartsheet
March 15, 2022
Tickers
SMAR
Tags
BZI/AAR
SMAR
Analyst Ratings
From
Benzinga
Earnings Scheduled For March 15, 2022
March 15, 2022
Tickers
ANIP
AOMR
ASPU
ATCX
Tags
IDYA
LFT
PFMT
From
Benzinga
Stocks That Hit 52-Week Lows On Monday
March 14, 2022
Tickers
SBUX
SCWX
SEEL
SEMR
Tags
ZH
Movers
UFI
From
Benzinga
Earnings Outlook For Smartsheet
March 14, 2022
Tickers
SMAR
Tags
BZI/EP
Benzinga
SMAR
From
Benzinga
< 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.