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MUNICIPAL BONDS
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Global Asset Allocation Products
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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
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Latest News about SMAR
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Expert Ratings For Smartsheet
February 24, 2022
Tickers
SMAR
Tags
BZI/AAR
SMAR
Analyst Ratings
From
Benzinga
Why a Co-Founder of Facebook Is Buying Millions of Shares of Asana
February 03, 2022
Tickers
ASAN
CRM
FB
MNDY
Tags
Hot Stocks
NYSE:ASAN,NASDAQ:FB,NASDAQ:MNDY,NYSE:SMAR,NYSE:CRM
SMAR
From
InvestorPlace
24 software stocks, including Microsoft, expected to rise by double digits over the next year
January 26, 2022
Tickers
AVLR
BILL
CRNC
CRWD
Tags
CA:DCBO
CRNC
TENB
From
MarketWatch
Is Monday.com Stock a Buy Now?
January 25, 2022
Tickers
APPN
ASAN
HUBS
MNDY
Tags
Market News
MNDY
HUBS
From
Motley Fool
3 Stocks Insiders Are Buying
January 12, 2022
Tickers
BBBY
DUOL
SMAR
Tags
Insider Trades
News
Pre/Market Outlook
From
Benzinga
1 Top Cloud Stock to Consider Buying Right Now
January 07, 2022
Tickers
ASAN
HUBS
INTU
MCD
Tags
MCD
SMAR
TEAM
From
Motley Fool
Expert Ratings For Smartsheet
January 06, 2022
Tickers
SMAR
Tags
Benzinga
Market News
Analyst Ratings
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For January 6, 2022
January 06, 2022
Tickers
ADGI
ADT
AEIS
AKAM
Tags
ANSS
AKAM
VVNT
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For January 5, 2022
January 05, 2022
Tickers
ACAD
ADBE
ADTH
AEL
Tags
NTRS
R
MUR
From
Benzinga
DA Davidson Is Bullish On Smartsheet - Read Why
January 05, 2022
Tickers
SMAR
TECH
Tags
Initiation
Benzinga
Price Target
From
Benzinga
Why Smartsheet Stock Bucked the Market Trend and Was Gaining Ground Friday
December 03, 2021
Tickers
SMAR
Tags
SMAR
Recent Press Releases
Market News
From
Motley Fool
12 Information Technology Stocks Moving In Friday's Intraday Session
December 03, 2021
Tickers
ASAN
AVCT
CTK
DOCU
Tags
Intraday Update
SMIT
YEXT
From
Benzinga
Analysts Continue To See Visible Upside In Smartsheet Following Q3 Beat
December 03, 2021
Tickers
SMAR
TECH
Tags
News
Reiteration
Briefs
From
Benzinga
12 Information Technology Stocks Moving In Friday's Pre-Market Session
December 03, 2021
Tickers
ASAN
BLBX
DOCU
FSLY
Tags
NXTD
MMAT
FSLY
From
Benzinga
Smartsheet Inc. (SMAR) Q3 2022 Earnings Call Transcript
December 02, 2021
Tickers
SMAR
Tags
Recent Press Releases
Market News
SMAR
From
Motley Fool
12 Information Technology Stocks Moving In Thursday's After-Market Session
December 02, 2021
Tickers
ASAN
AVCT
DOCU
DOMO
Tags
Market News
PHUN
Movers
From
Benzinga
Recap: Smartsheet Q3 Earnings
December 02, 2021
Tickers
SMAR
Tags
Market News
Benzinga
BZI/Recaps
From
Benzinga
Earnings Scheduled For December 2, 2021
December 02, 2021
Tickers
ASAN
CDRE
CM
COO
Tags
LE
TD
GMS
From
Benzinga
Earnings Outlook For Smartsheet
December 01, 2021
Tickers
SMAR
Tags
SMAR
Earnings
Benzinga
From
Benzinga
4 Stocks Insiders Are Selling
November 04, 2021
Tickers
COIN
OCGN
SMAR
TWTR
Tags
Trading Ideas
SMAR
Markets
From
Benzinga
7 Mid-Cap Stocks That Are Ready to Rally With an Economic Recovery
October 27, 2021
Tickers
BALY
BBWI
CLF
CZR
Tags
NWL
CLF
CZR
From
InvestorPlace
Notable Smartsheet Insider Trades $900K In Company Stock
October 11, 2021
Tickers
SMAR
Tags
Insider sells
SMAR
Trading Ideas
From
Benzinga
How Bad Are Smartsheet's Earnings? | Return On Capital Employed
October 05, 2021
Tickers
SMAR
Tags
Benzinga
Market News
SMAR
From
Benzinga
Got $3,000? These Stocks Could Double Your Money by 2030
September 21, 2021
Tickers
AAPL
AXP
IT
PG
Tags
AXP
PG
IT
From
Motley Fool
Analyst Ratings For Smartsheet
September 09, 2021
Tickers
SMAR
Tags
Analyst Ratings
Market News
Benzinga
From
Benzinga
54 Biggest Movers From Yesterday
September 09, 2021
Tickers
ABSI
ALEC
ANY
ARQQ
Tags
RLYB
INMB
SPRT
From
Benzinga
Where Smartsheet Stands With Analysts
September 08, 2021
Tickers
SMAR
Tags
BZI/AAR
SMAR
Analyst Ratings
From
Benzinga
12 Information Technology Stocks Moving In Wednesday's Intraday Session
September 08, 2021
Tickers
ATOM
AUID
CTK
GPN
Tags
SMAR
Markets
AUID
From
Benzinga
30 Stocks Moving In Wednesday's Mid-Day Session
September 08, 2021
Tickers
ALEC
ANY
ARQQ
ATER
Tags
PPIH
INMB
OSG
From
Benzinga
Why Smartsheet Stock Just Dropped 10%
September 08, 2021
Tickers
SMAR
Tags
SMAR
Market News
From
Motley Fool
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