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home
about us
Investment Approach
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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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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
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
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Additional Information
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Back Dated Performance Reports
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Event Schedule
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Market Value Securities (MVS sm) Presentation
Featured Event
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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Smartsheet Awarded Top Five Ranking in G2’s 2023 Best Software Products for Enterprise, the Highest for Collaborative Work Management Offerings
February 21, 2023
From
Smartsheet
Via
Business Wire
Renowned Visual Storyteller Matika Wilbur Unveils a New Multi-Media Installation, “The Salmon People,” at Climate Pledge Arena
February 16, 2023
From
Smartsheet
Via
Business Wire
Why Smartsheet Stock Just Surged
↗
December 02, 2022
Shares of the collaboration software specialist jumped on a strong earnings report.
Via
The Motley Fool
Analyst Ratings for Smartsheet
↗
December 02, 2022
Via
Benzinga
Smartsheet Shares Surge As Q3 Performance Tops Street View
↗
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
Smartsheet to Announce Fourth Quarter and Full Fiscal Year 2023 Financial Results on March 14, 2023
February 06, 2023
From
Smartsheet Inc.
Via
Business Wire
Enterprise Software Stocks Are Sneaking Out Of The Doghouse This Year, Including Salesforce, Atlassian And ServiceNow
↗
January 27, 2023
Some enterprise software stocks have posted double-digit gains in 2023. But other tech stocks seem more in favor than the software sector.
Via
Investor's Business Daily
Smartsheet’s Inaugural Future of Work Management Report Uncovers Resource Recession Across Global Organizations, Need for Support and Technology to Initiate Resource Revolution
January 24, 2023
From
Smartsheet
Via
Business Wire
Preview: Smartsheet's Earnings
↗
November 30, 2022
Via
Benzinga
Cloud Stocks: Smartsheet Focuses On App Integrations
↗
January 13, 2023
Smartsheet is also making sure that it integrates better with other enterprise apps. It announced its ability to combine and store high volumes of data from multiple sources in Smartsheet with...
Via
Talk Markets
Coupa Software, Smartsheet And Other Most Priciest Majors In The Information Technology Sector
↗
December 16, 2022
The most overbought stocks in the information technology sector presents an opportunity to go short on these overvalued companies.
Via
Benzinga
Smartsheet to Participate in the 25th Annual Needham Growth Conference
December 15, 2022
From
Smartsheet Inc.
Via
Business Wire
Smartsheet Named a Top Place to Work for 2022 by The Boston Globe
December 06, 2022
From
Smartsheet
Via
Business Wire
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
Why Cracker Barrel Shares Are Trading Lower By Around 13%? Here Are 42 Stocks Moving In Friday's Mid-Day Session
↗
December 02, 2022
Gainers Yunhong CTI Ltd. (NASDAQ: CTIB) rose 42% to $0.54 after dipping 56% on Thursday.
Via
Benzinga
Smartsheet And Asana's Contrasting Q4 Forecast Amid Macro Headwinds Surprises Analyst
↗
December 02, 2022
Via
Benzinga
12 Information Technology Stocks Moving In Friday's Intraday Session
↗
December 02, 2022
Via
Benzinga
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
12 Information Technology Stocks Moving In Friday's Pre-Market Session
↗
December 02, 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
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
Benzinga's Top Ratings Upgrades, Downgrades For October 13, 2022
↗
October 13, 2022
Upgrades
Via
Benzinga
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