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home
about us
Investment Approach
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Firm ADV PDFs
Form CRS
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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
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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Why Intuit Stock Is Rising Today
August 24, 2022
Tickers
INTU
Tags
why it's moving
News
Analyst Ratings
From
Benzinga
12 Information Technology Stocks Moving In Wednesday's Pre-Market Session
August 24, 2022
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AUID
AVYA
BLBX
CYXT
Tags
SOUN
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USIO
From
Benzinga
Why Bed Bath & Beyond Is Trading Higher By 12%; Here Are 26 Stocks Moving Premarket
August 24, 2022
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BBBY
BRDS
BTB
Tags
BTB
PUYI
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From
Benzinga
12 Information Technology Stocks Moving In Tuesday's After-Market Session
August 23, 2022
Tickers
AVYA
BNSO
CYXT
DTSS
Tags
MIGI
BZI/TFM
Market News
From
Benzinga
Intuit’s stock is up on better-than-expected results, guidance
August 23, 2022
Tickers
INTU
SPX
Tags
INTU
SPX
From
MarketWatch
Why Intuit Stock Is Surging After Hours: 'We're More Confident Than Ever'
August 23, 2022
Tickers
INTU
Tags
Trading Ideas
Movers
Earnings
From
Benzinga
Intuit Whale Trades Spotted
August 23, 2022
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INTU
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Market News
INTU
BZI/UOA
From
Benzinga
Monday's Market Minute: Focal Points For The Week Ahead
August 23, 2022
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AAP
ADSK
DG
INTU
Tags
ADSK
AAP
Department Stores
From
Benzinga
Earnings Scheduled For August 23, 2022
August 23, 2022
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AAP
AATC
ABST
AVNW
Tags
BZUN
XPEV
LZB
From
Benzinga
U.S. Stock Futures Edge Higher Following Monday's Sell-Off, Crude Oil Rises
August 23, 2022
Tickers
AERI
ALC
CRXT
INTU
Tags
AERI
Market News
Global
From
Benzinga
Macy's, Intuit And 3 Stocks To Watch Heading Into Tuesday
August 23, 2022
Tickers
INTU
M
MDT
PANW
Tags
MDT
M
Market News
From
Benzinga
Intuit's Earnings Outlook
August 22, 2022
Tickers
INTU
Tags
Market News
INTU
Earnings
From
Benzinga
This Is What Whales Are Betting On Intuit
August 19, 2022
Tickers
INTU
Tags
Benzinga
BZI/UOA
Market News
From
Benzinga
$100 Invested In Intuit 5 Years Ago Would Be Worth This Much Today
August 18, 2022
Tickers
INTU
Tags
Benzinga
Market News
INTU
From
Benzinga
Mixed Earnings Reports From Lowe's And Target Keep Retailers In The Forefront
August 17, 2022
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AAP
ADI
ADSK
AMAT
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INTU
FL
TGT
From
Benzinga
Intuit's Pricing Strategies Has Won It Analyst Conviction For Q4 Beat
August 16, 2022
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INTU
TECH
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Benzinga
Reiteration
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The S&P 500 May Be Breaking Away From The Suppression Of A Strong Dollar
August 16, 2022
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ADI
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PANW
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Where Intuit Stands With Analysts
August 16, 2022
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INTU
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Benzinga
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Benzinga
Here’s what else besides Disney that hedge fund Third Point loaded up on recently
August 15, 2022
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AMZN
CL
DELL
DIS
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WDC
AMZN
DELL
From
MarketWatch
Intuit Whale Trades Spotted
August 15, 2022
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INTU
Tags
Markets
Options
BZI/UOA
From
Benzinga
This Is What Whales Are Betting On Intuit
August 11, 2022
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INTU
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Benzinga
BZI/UOA
INTU
From
Benzinga
7 Growth Stocks Looking Attractive Following a Correction
August 09, 2022
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ADBE
ALRM
CHWY
DLTR
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CHWY
ADBE
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InvestorPlace
$1000 Invested In Intuit 20 Years Ago Would Be Worth This Much Today
August 01, 2022
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INTU
Tags
Benzinga
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INTU
From
Benzinga
5 Top Stocks Cathie Wood Bought This Week
July 29, 2022
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ARKG
ARKK
BILL
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ARKF
GH
TOST
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InvestorPlace
7 Undervalued Fintech Stocks to Buy Right Now
July 29, 2022
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GS
INTU
LMND
MA
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NASDAQ:PYPL,NYSE:V,NYSE:MA,NYSE:LMND,NASDAQ:INTU,NYSE:SQ,NYSE:TWTR,NYSE:GS,NASDAQ:SOFI
SQ
INTU
From
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Intuit Whale Trades Spotted
July 28, 2022
Tickers
INTU
Tags
INTU
Market News
BZI/UOA
From
Benzinga
10 Information Technology Stocks With Whale Alerts In Today's Session
July 28, 2022
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AAPL
AMD
INTC
INTU
Tags
NLOK
BZI/AUOA
Options
From
Benzinga
Analyst Ratings for Intuit
July 25, 2022
Tickers
INTU
Tags
Benzinga
Analyst Ratings
INTU
From
Benzinga
Meta Platforms To $250? Plus This Analyst Lowers Price Target On Microsoft
July 25, 2022
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AXP
INTU
META
MSFT
Tags
Analyst Ratings
INTU
Benzinga
From
Benzinga
Intuit Whale Trades Spotted
July 20, 2022
Tickers
INTU
Tags
Options
Markets
INTU
From
Benzinga
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