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home
about us
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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
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TAF sm Program
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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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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
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Total Asset Fund (TAF)
TAF® Program
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Additional Information
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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
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Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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Smartsheet Inc. Class A Common Stock
(NY:
SMAR
)
56.47
UNCHANGED
Last Price
Updated: 7:00 PM EST, Jan 21, 2025
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All News about Smartsheet Inc. Class A Common Stock
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Why Smartsheet Stock Just Surged
↗
December 02, 2022
Shares of the collaboration software specialist jumped on a strong earnings report.
Via
The Motley Fool
Smartsheet, Samsara, Anavex Life Sciences And Some Other Big Stocks Moving Higher On Friday
↗
December 02, 2022
U.S. stocks traded mostly lower, with the Dow Jones dropping over 200 points on Friday. Here are some big stocks recording gains in today’s session.
Via
Benzinga
Analyst Ratings for Smartsheet
↗
December 02, 2022
Via
Benzinga
Smartsheet Shares Surge As Q3 Performance Tops Street View
↗
December 02, 2022
Via
Benzinga
12 Information Technology Stocks Moving In Friday's Pre-Market Session
↗
December 02, 2022
Via
Benzinga
Smartsheet (SMAR) Q3 2023 Earnings Call Transcript
↗
December 02, 2022
SMAR earnings call for the period ending September 30, 2022.
Via
The Motley Fool
Preview: Smartsheet's Earnings
↗
November 30, 2022
Via
Benzinga
Where Smartsheet Stands With Analysts
↗
October 03, 2022
Within the last quarter, Smartsheet (NYSE:SMAR) has observed the following analyst ratings:
Via
Benzinga
Smartsheet Analyst Concerns Are Priced In; Remains Sidelined Given Crowded Competition
↗
September 26, 2022
Via
Benzinga
12 Information Technology Stocks Moving In Thursday's After-Market Session
↗
December 01, 2022
Via
Benzinga
Smartsheet Inc. Announces Third Quarter Fiscal Year 2023 Results
December 01, 2022
From
Smartsheet Inc.
Via
Business Wire
Earnings Scheduled For December 1, 2022
↗
December 01, 2022
Companies Reporting Before The Bell • 111 (NASDAQ:YI) is expected to report earnings for its third quarter.
Via
Benzinga
What 7 Analyst Ratings Have To Say About Smartsheet
↗
September 22, 2022
Within the last quarter, Smartsheet (NYSE:SMAR) has observed the following analyst ratings:
Via
Benzinga
Cloud Stocks: Analysis Of Smartsheet’s Outfit Acquisition
↗
September 16, 2022
Earlier this month, Smartsheet announced the acquisition of brand management, templating, and creative automation platform Outfit for an undisclosed sum.
Via
Talk Markets
Smartsheet Named a Leader in Collaborative Work Management Tools Report by Independent Research Firm
November 17, 2022
From
Smartsheet
Via
Business Wire
Smartsheet to Announce Third Quarter of Fiscal Year 2023 Financial Results on December 1, 2022
November 09, 2022
From
Smartsheet Inc.
Via
Business Wire
Yelp, Twilio, Atlassian, And Other Big Losers From Friday
↗
November 07, 2022
U.S. stocks closed higher on Friday, with the Dow Jones surging more than 400 points. Here is the list of some big stocks recording losses in the previous session.
Via
Benzinga
Meet the Next Smartsheet Sponsor X: The Hidden Genius Project, Bringing Its World-Changing Mission to the Formula 1 Racetrack in Austin, TX
October 17, 2022
From
Smartsheet
Via
Business Wire
KeyBanc Initiates Coverage On Monday.com, Smartsheet, Asana In Work Management Software Category
↗
October 13, 2022
Via
Benzinga
Smartsheet Helps Climate Pledge Arena and the Seattle Kraken Stay Ahead in the Fast-moving Sports and Entertainment Industry
September 21, 2022
From
Smartsheet
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For October 13, 2022
↗
October 13, 2022
Upgrades
Via
Benzinga
Smartsheet ENGAGE Showcases Platform Innovation that Helps Teams Adapt, Scale and Amplify Their Work
September 20, 2022
From
Smartsheet
Via
Business Wire
CORRECTING and REPLACING A Next Generation of Smartsheet Aligned: Introducing Enhanced Channel Program Focused on Rewarding Partners for Deeper Platform Investments
September 19, 2022
From
Smartsheet
Via
Business Wire
11 Information Technology Stocks Moving In Friday's Pre-Market Session
↗
September 09, 2022
Via
Benzinga
Lululemon, Smartsheet, Okta, And Other Big Gainers From Friday
↗
September 06, 2022
U.S. stocks closed lower with the Dow Jones dropping more than 300 points on Friday. Here is the list of some big stocks moving higher in the previous session.
Via
Benzinga
Why PolyPid Dipped Over 73%; Here Are 60 Biggest Movers From Friday
↗
September 06, 2022
Gainers Venus Concept Inc. (NASDAQ: VERO) jumped 54.9% to settle at $0.5419 on Friday. The company, last month, posted downbeat quarterly results.
Via
Benzinga
Smartsheet to Participate at Citi's 2022 Global Technology Conference
September 02, 2022
From
Smartsheet Inc.
Via
Business Wire
12 Information Technology Stocks Moving In Friday's Intraday Session
↗
September 02, 2022
Via
Benzinga
Stocks Sharply Higher, Weekly Losses Still In Sight
↗
September 02, 2022
Stocks are rallying on the heels of today's strong jobs report, with nonfarm payrolls rising in line with analysts' expectations.
Via
Talk Markets
Here's Why Smartsheet Stock Popped Even Amid A Dimmer Outlook
↗
September 02, 2022
SMAR stock popped on July-quarter earnings and revenue that topped estimates, though management lowered its 2022 billings outlook.
Via
Investor's Business Daily
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