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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
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Matrix Service Company - Common Stock
(NQ:
MTRX
)
12.63
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 12, 2026
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SPS Commerce Posts Upbeat Results, Joins Masonite International, Impinj And Other Big Stocks Moving Higher On Friday
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February 09, 2024
U.S. stocks traded mixed, with the Nasdaq Composite gaining around 100 points on Friday. Shares of SPS Commerce, Inc. (NASDAQ: SPSC) rose sharply during Friday’s session following upbeat results.
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February 08, 2024
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Recap: Matrix Service Q2 Earnings
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February 07, 2024
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Earnings Scheduled For February 7, 2024
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February 07, 2024
Companies Reporting Before The Bell • Madison Square Garden (NYSE:MSGE) is expected to report quarterly loss at $0.80 per share on revenue of $301.83 million.
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Matrix Service Company (NASDAQ: MTRX) is a Stock Spotlight on 11/13
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Matrix Service Company (NASDAQ: MTRX) is a Stock Spotlight on 11/8
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Matrix Service Company (NASDAQ: MTRX) is a Stock Spotlight on 10/5
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November 08, 2023
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Matrix Service Company (NASDAQ: MTRX) Climbs to New 52-Week High
October 18, 2023
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Matrix Service Company (NASDAQ: MTRX) is a Stock Spotlight on 9/26
September 26, 2023
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Why Matrix Service Stock Is Up Today
↗
September 12, 2023
The company's order book is surging heading into a new fiscal year.
Via
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Earnings Preview: Matrix Service
↗
September 08, 2023
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12 Industrials Stocks Moving In Tuesday's After-Market Session
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12 Industrials Stocks Moving In Monday's After-Market Session
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October 09, 2023
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12 Industrials Stocks Moving In Thursday's Pre-Market Session
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October 05, 2023
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Matrix Service Co. (NASDAQ: MTRX) Sets New 52-Week High in Wednesday Session
September 27, 2023
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7 Penny Stocks That Should Be on Every Investor’s Radar This Fall
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September 21, 2023
Unlock the massive upside potential of the market by exploring our curated list of the best penny stocks to watch today!
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Matrix Service Company (NASDAQ: MTRX) Climbs to New 52-Week High
September 20, 2023
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Why CS Disco Are Trading Lower By 22%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
↗
September 12, 2023
Gainers Tenon Medical, Inc. (NASDAQ: TNON) shares climbed 63.5% to $0.2351 after the company announced it has withdrawn its proposed public offering of shares of its common stock.
Via
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Casey's General Stores, Cognyte Software, Beauty Health And Other Big Stocks Moving Higher On Tuesday
↗
September 12, 2023
U.S. stocks traded lower, with the Dow Jones gaining around 90 points on Tuesday. Here are some big stocks recording gains in today’s session. Shengfeng Development Limited (NASDAQ: SFWL) shares jumped...
Via
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12 Industrials Stocks Moving In Tuesday's Pre-Market Session
↗
September 12, 2023
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Why Matrix Service Shares Are Trading Higher By 9%; Here Are 20 Stocks Moving Premarket
↗
September 12, 2023
Gainers AgileThought, Inc. (NASDAQ: AGIL) shares rose 72.5% to $0.2160 in pre-market trading after declining 12% on Monday.
Via
Benzinga
Matrix Service, Oracle And 3 Stocks To Watch Heading Into Tuesday
↗
September 12, 2023
With U.S. stock futures trading lower this morning on Tuesday, some of the stocks that may grab investor focus today are as follows:
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12 Industrials Stocks Moving In Monday's After-Market Session
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September 11, 2023
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Earnings Scheduled For September 11, 2023
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September 11, 2023
Companies Reporting Before The Bell • Bowlero (NYSE:BOWL) is likely to report quarterly earnings at $0.01 per share on revenue of $241.62 million.
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Why Macy's Are Trading Lower By Around 11%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
↗
August 22, 2023
Gainers Fulcrum Therapeutics, Inc. (NASDAQ: FULC) shares jumped 42.8% to $5.60 after the FDA lifted clinical hold on the company’s FTX-6058 for sickle cell disease.
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12 Industrials Stocks Moving In Tuesday's Intraday Session
↗
August 22, 2023
Via
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