Menu
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 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
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Latest News about Intuit Inc
Recent news which mentions Intuit Inc
< Previous
1
2
Next >
Gusto agrees to buy retirement plan provider Guideline
August 27, 2025
Tags
TriNet Group Inc
Paylocity Holding Corp
Venture capital
From
CNBC.com News
How some of the biggest U.S. companies are using AI to cut workers
August 13, 2025
Tags
Breaking News: Technology
McDonald's Corp
Starbucks Corp
From
CNBC.com News
59% of Americans under 25 say a well-funded savings account is a top priority—3 steps to get started
June 04, 2025
Tags
Make It / Save and Invest
Make It
Intuit Inc
From
CNBC.com News
Intuit shares pop 9% on earnings beat, rosy guidance
May 23, 2025
Tags
Internet
Technology
Media
From
CNBC.com News
Intuit tops Wall Street estimates after tax season, issues strong guidance
May 22, 2025
Tags
Social media
Business
Intuit Inc
From
CNBC.com News
Cramer's week ahead: Jensen Huang keynote and retail earnings
May 16, 2025
Tags
Discover Financial Services
Deckers Outdoor Corp
Investing
From
CNBC.com News
Cloud software vendors Atlassian, Snowflake and Workday are betting on security startup Veza
April 28, 2025
Tags
Atlassian Corp
US: News
Amazon/com Inc
From
CNBC.com News
Apple's 4-day slide puts Microsoft back on top as most valuable public company
April 08, 2025
Tags
Roper Technologies Inc
Breaking News: Technology
US: News
From
CNBC.com News
French fintech Pennylane doubles valuation to $2.2 billion as Alphabet's venture capital arm takes stake
April 06, 2025
Tags
Venture Capital
Alphabet Inc
Accounting
From
CNBC.com News
As Microsoft turns 50, Nadella sees future success built on ability to 'win the new'
April 04, 2025
Tags
Salesforce Inc
Oracle Corp
Zoom Video Communications Inc
From
CNBC.com News
Amazon is bringing Intuit QuickBooks software to its millions of third-party sellers
December 09, 2024
Tags
Intuit Inc
Tax planning
Social media
From
CNBC.com News
Intuit shares drop as quarterly forecast misses estimates due to revenue getting delayed
November 21, 2024
Tags
Breaking News: Earnings
Earnings
Breaking News: Technology
From
CNBC.com News
H&R Block, Intuit stocks fall on news of a potential free tax-filing app by Trump transition team
November 19, 2024
Tags
H & R Block Inc
Intuit Inc
Politics
From
CNBC.com News
Jim Cramer's week ahead: Earnings from Nvidia, TJX and Walmart
November 15, 2024
Tags
Stock markets
Palo Alto Networks Inc
Mad Money
From
CNBC.com News
Starboard Value's Jeff Smith says Salesforce has 'a lot more to go' and can get more profitable
October 22, 2024
Tags
Workday Inc
Oracle Corp
ServiceNow Inc
From
CNBC.com News
PayPal CEO's first year was praised by Wall Street, but hard part starts now for struggling payments company
October 01, 2024
Tags
Technology
Meta Platforms Inc
Energy
From
CNBC.com News
Stocks making the biggest moves after hours: Cava, Uber, Ross Stores, Workday & more
August 22, 2024
Tags
Workday Inc
Bill/com Holdings Inc
General Motors Co
From
CNBC.com News
Jim Cramer's week ahead: Earnings from Nvidia, Target, Macy's
May 17, 2024
Tags
stocks
Toll Brothers Inc
Markets
From
CNBC.com News
H&R Block used deceptive marketing and unfairly deleted tax filer data, FTC complaint alleges
February 26, 2024
Tags
National taxes
Personal saving
Taxes
From
CNBC.com News
Stocks making the biggest moves after hours: Block, Carvana, Booking Holdings and more
February 22, 2024
Tags
Breaking News: Markets
Stock markets
stocks
From
CNBC.com News
Here's how to pick the best free tax filing option this season
February 04, 2024
Tags
Taxes
Government taxation and revenue
Personal Finance
From
CNBC.com News
Federal Trade Commission bans 'deceptive advertising' for free filing from TurboTax maker Intuit
January 23, 2024
Tags
National taxes
Personal saving
Taxes
From
CNBC.com News
Here are 3 ways Gen Zers can build credit before renting their own place
January 15, 2024
Tags
Intuit Inc
Real estate
Investment strategy
From
CNBC.com News
Here are some money moves to make in your 20s that can set you up for success in retirement
December 07, 2023
Tags
Intuit Inc
Retirement
Labor economy
From
CNBC.com News
After strong e-commerce sales during Black Friday, Jim Cramer explains how new technology enables success of smaller businesses
November 27, 2023
Tags
Investment Strategy
Business
Intuit Inc
From
CNBC.com News
With China playing catchup with the U.S., these 3 charts show the top countries for fintech in 2023
October 26, 2023
Tags
Breaking News: Markets
Europe Markets
Tencent Holdings Ltd
From
CNBC.com News
Say goodbye to retirement? A 'soft saving' trend is emerging among young people
October 22, 2023
Tags
Wellness
Personal saving
Personal care
From
CNBC.com News
Here are 11 stocks Jim Cramer is watching, including Buffett's Berkshire and restaurant stocks
September 29, 2023
Tags
CNBC Investing Club: Analysis
Breaking News: Markets
Flowserve Corp
From
CNBC.com News
Here are the 13 stocks Jim Cramer is watching, including Amazon, Apple, Carnival
September 19, 2023
Tags
Carnival Corp
Planet Fitness Inc
Amazon/com Inc
From
CNBC.com News
TurboTax maker Intuit deceived users with offers of 'free' tax products, FTC judge rules
September 08, 2023
Tags
Breaking News: Politics
White House
Congress
From
CNBC.com News
< Previous
1
2
Next >
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.