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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
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H&R Block
(NY:
HRB
)
49.74
-0.98 (-1.93%)
Official Closing Price
Updated: 7:00 PM EDT, Oct 31, 2025
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Press Releases about H&R Block
H&R Block’s 2024 Outlook on American Life Report Reveals Most American’s Income Is Outpacing Inflation But Debt Threatens Future Prosperity
November 12, 2024
The fourth annual report draws from 11.4 million tax returns and four nationwide surveys to illustrate how four generations of hardworking Americans are faring
From
HRB Tax Group, Inc.
Via
GlobeNewswire
3 High-Quality Value Stocks You Should Know
May 22, 2024
Three stocks come to fill the requirements that every value investor wants to find in a company, leading to predictable cash flows and wealth compounding
Via
MarketBeat
Topics
Economy
Why H&R Block Stock Looks More Attractive After Earnings Dip
February 08, 2024
H&R Block is down 9% after earnings; however, the dip in HRB stock will look more attractive as the company enters its two strongest quarters
Via
MarketBeat
The Year Ahead: Human Capital Management Industry’s Projected Outlook Remains Bright
December 28, 2023
As 2023 winds down, many set aside time to reflect on the year that was, as well as the year
Via
Spotlight Growth
Topics
Artificial Intelligence
Last chance to prepare your portfolio for tax season
December 19, 2023
These specific stocks could be set to rally after thousands of Americans receive a tax return this year. Markets have been rewarding the space ahead of time
Via
MarketBeat
H&R Block Inc. (NYSE: HRB) Records 52-Week High Monday Morning
November 27, 2023
Via
Investor Brand Network
H&R Block Inc. (NYSE: HRB) Climbs to New 52-Week High
November 14, 2023
Via
Investor Brand Network
H&R Block Inc. (NYSE: HRB) Highlighted for Surprising Price Action
November 09, 2023
Via
Investor Brand Network
H&R Block Inc. (NYSE: HRB) Climbs to New 52-Week High
October 17, 2023
Via
Investor Brand Network
3 Unstoppable Value Stocks You Did Not Expect
October 10, 2023
This fresh list of value stocks can boost your long-term returns, bringing you closer to financial freedom. A simple checklist can help you find even more deals
Via
MarketBeat
H&R Block Inc. (NYSE: HRB) Highlighted for Surprising Price Action
August 16, 2023
Via
Investor Brand Network
How to Choose a Brokerage Account or Online Broker
June 09, 2023
You want the best possible brokerage account for your money, which means comparing costs and services. Learn how to choose a brokerage account on MarketBeat.
Via
MarketBeat
Asure Software (NASDAQ: ASUR) Flashing Bullish Technicals Alongside Existing Solid Fundamentals, As Small-Caps Appear Poised For a Resurgence
June 08, 2023
Despite the quickest interest rate hiking cycle in modern U.S. history, the associated fallout amongst regional banks that led to
Via
Spotlight Growth
Topics
Artificial Intelligence
Economy
Stocks
H&R Block Inc. (NYSE: HRB) Making Surprising Moves in Wednesday Session
May 24, 2023
Via
Investor Brand Network
H&R Block Inc. (NYSE: HRB) Highlighted for Surprising Price Action
May 12, 2023
Via
Investor Brand Network
3 Small-Cap Tech Stocks That Appear Ready to Resume Their Rallies
May 11, 2023
Unearth hidden treasures in the high-risk, high-reward realm of small-cap stocks, where savvy investors can capitalize on market dips and
Via
Spotlight Growth
With Remote Work Here to Stay, Asure’s (NASDAQ: ASUR) Partnership With Harbor Compliance Will Help SMBs Navigate Multi-State Payroll and Labor Regulatory Requirements
April 11, 2023
The rise of remote work has been a key silver lining for U.S. workers in the wake of the COVID
Via
Spotlight Growth
Topics
Economy
Asure Software’s (NASDAQ: ASUR) Comprehensive HCM Platform and Strategic Partnerships Help Small Businesses Navigate Economic Uncertainty
March 27, 2023
In an age of economic uncertainty and volatility, the Human Resources technology and Human Capital Management (HCM) industries are going
Via
Spotlight Growth
Topics
Economy
Asure Software (NASDAQ: ASUR) Surpasses Expectations with Record-Breaking Q4 and FY 22 Financial Results, Raises Guidance for 2023
March 02, 2023
The fourth quarter of 2022 earnings season is winding down with 94% of S&P 500 (NYSE: SPY) companies having already
Via
Spotlight Growth
Asure Software (NASDAQ: ASUR) Sets the Tone for 2023 with Intuit (NASDAQ: INTU) TurboTax and ZayZoon Collaborations, While Institutional Investors Boost Positions
February 23, 2023
U.S. stocks surged in January 2023, as Q4 2022 financial results were not quite as bad as many analysts and
Via
Spotlight Growth
Topics
Stocks
Asure Software (NASDAQ: ASUR) and H&R Block (NYSE: HRB) Partner to Streamline Tax Preparation for Small Businesses, Analysts Raise Price Target on ASUR
January 31, 2023
Each year, millions of Americans file their taxes, a process that can be both time-consuming and complicated. The tax code
Via
Spotlight Growth
Asure (NASDAQ: ASUR) Announces Integration with H&R Block (NYSE: HRB) to Streamline Tax Preparation for Employees of Small Businesses
January 18, 2023
AUSTIN, Texas, Jan. 18, 2023 (GLOBE NEWSWIRE) -- Asure Software, Inc., (Nasdaq: ASUR), a leading provider of cloud-based Human Capital
Via
Spotlight Growth
The Way Americans are Earning a Living and Financing their Lifestyles is Shifting According to H&R Block’s 'Outlook on American Life' Report
December 13, 2022
Drawing insights from its 21 million customers, the second annual report finds side hustles, post-retirement gigs and solopreneurs to be on the rise
From
HRB Tax Group, Inc.
Via
GlobeNewswire
Galileo's Technology Powers H&R Block's New Mobile Banking App, Spruce
February 15, 2022
From
Galileo Financial Technologies
Via
Business Wire
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