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 >
Top Wall Street analysts pick these 5 stocks for compelling returns, including Nvidia
September 03, 2023
Tags
Marvell Technology Inc
Intuit Inc
Commentary
From
CNBC.com News
Stocks making the biggest moves midday: Nordstrom, Hasbro, Hawaiian Electric, Affirm and more
August 25, 2023
Tags
AMC Entertainment Holdings Inc
Finance
Workday Inc
From
CNBC.com News
Stocks making the biggest moves premarket: Marvell Technology, Affirm, Hawaiian Electric and more
August 25, 2023
Tags
Breaking News: Markets
Business
stocks
From
CNBC.com News
Stocks making the biggest moves after hours: Affirm, Gap, Marvell and more
August 24, 2023
Tags
Gap Inc
Markets
Affirm Holdings Inc
From
CNBC.com News
Here are the 18 stocks Jim Cramer is watching, including a big Goldman call on AI names
August 22, 2023
Tags
CNBC Investing Club: Analysis
Investment strategy
UBS Group AG
From
CNBC.com News
After a down day for the market, Cramer tells investors to have patience
August 17, 2023
Tags
Markets
U/S/ Markets
stocks
From
CNBC.com News
5 things to know before the stock market opens Tuesday
August 15, 2023
Tags
PayPal Holdings Inc
Politics
Securities fraud
From
CNBC.com News
Stocks making the biggest moves midday: Abercrombie & Fitch, Palo Alto Networks, Moderna and more
May 24, 2023
Tags
Business
stocks
Analog Devices Inc
From
CNBC.com News
Stocks making the biggest moves premarket: Moderna, Kohl's, Intuit, Analog Devices & more
May 24, 2023
Tags
Xpeng Inc
Breaking News: Markets
Palantir Technologies Inc
From
CNBC.com News
Stocks making the biggest moves after hours: Palo Alto Networks, Urban Outfitters and more
May 23, 2023
Tags
Breaking News: Markets
Agilent Technologies Inc
Business
From
CNBC.com News
Stocks making the biggest moves midday: Shake Shack, Charles Schwab, Activision Blizzard and more
May 15, 2023
Tags
Albemarle Corp
Finance
Economy
From
CNBC.com News
Stocks making the biggest premarket moves: Shake Shack, Charles Schwab, H&R Block, DuPont and more
May 15, 2023
Tags
Dupont De Nemours Inc
Albemarle Corp
Finance
From
CNBC.com News
TurboTax payments for $141 million settlement to begin next week. Here's who qualifies
May 05, 2023
Tags
Personal taxes
Savings
Taxes
From
CNBC.com News
Stocks making the biggest moves premarket: United Airlines, Netflix, Morgan Stanley and more
April 19, 2023
Tags
Market Insider
Rivian Automotive Inc
US Bancorp
From
CNBC.com News
Stocks making the biggest moves midday: Beyond Meat, Live Nation, Yeti, Boeing and more
February 24, 2023
Tags
EOG Resources Inc
Adobe Inc/
Beyond Meat Inc
From
CNBC.com News
Dan Sundheim’s D1 Capital places new bets on home furnishing retailers, adds to big tech
February 14, 2023
Tickers
RH
Tags
stocks
Microsoft Corp
Mastercard Inc
From
CNBC.com News
How TikTok influencers are helping companies recruit new workers
January 09, 2023
Tickers
CEOS
Tags
Intuit Inc
Employment
Human Resources and Employment Services
From
CNBC.com News
Stocks making the biggest moves after hours: Airbnb, Advanced Micro Devices, Match Group and more
November 01, 2022
Tags
Advanced Micro Devices Inc
Intuit Inc
Stock markets
From
CNBC.com News
JPMorgan Chase wants to disrupt the rent check with its payments platform for landlords and tenants
October 31, 2022
Tags
JPMorgan Chase & Co
Real estate
Breaking News: Markets
From
CNBC.com News
Intuit CEO says company sees healthy consumer spending, but inflation still needs to get under control
September 19, 2022
Tags
U/S/ Markets
Markets
FedEx Corp
From
CNBC.com News
Wall Street’s top analysts pick these stocks as safe bets right now
September 04, 2022
Tags
Markets
U/S/ Markets
McDonald's Corp
From
CNBC.com News
Stocks making the biggest moves midday: Peloton, Bed Bath & Beyond, Nordstrom and more
August 24, 2022
Tags
Bed Bath & Beyond Inc
Farfetch Ltd
Petco Health and Wellness Company Inc
From
CNBC.com News
Stocks making the biggest moves premarket: Petco, Brinker International, Nordstrom
August 24, 2022
Tags
Urban Outfitters Inc
Finance
Earnings
From
CNBC.com News
Cramer's game plan: This week is all about Powell, but don't overlook any great earnings reports
August 22, 2022
Tags
Markets
Dollar General Corp
Affirm Holdings Inc
From
CNBC.com News
This startup backed by Zillow and Intuit co-founders aims to put an end to fast furniture
August 08, 2022
Tags
Start/ups
Intuit Inc
Start/up
From
CNBC.com News
Meet the architect helping tech companies like Intuit redesign offices for hybrid work
June 26, 2022
Tags
Work from home
Technology
Intuit Inc
From
CNBC.com News
Republican draft bill would tighten rules for finance firms using customer information
June 23, 2022
Tags
Mobile
Politics
Plaid Inc
From
CNBC.com News
Stocks making the biggest moves midday: Dick's Sporting Goods, Nordstrom, Wendy's and more
May 25, 2022
Tags
Urban Outfitters Inc
Express Inc
Finance
From
CNBC.com News
What to watch today: Nasdaq futures slide after tech-heavy index sank more than 2%
May 25, 2022
Tags
Urban Outfitters Inc
Express Inc
Intuit Inc
From
CNBC.com News
Stocks making the biggest moves premarket: Dick's Sporting, Express, Wendy's and more
May 25, 2022
Tags
Urban Outfitters Inc
Express Inc
Finance
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.