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home
about us
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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
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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
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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
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Intuit
(NQ:
INTU
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660.78
-8.57 (-1.28%)
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Updated: 4:00 PM EST, Dec 17, 2025
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Ishu Anand Jaiswal Appointed As Judge For 2025 Global Recognition Awards
December 10, 2025
Via
Press Release Distribution Service
Topics
Artificial Intelligence
Intuit Executive Mark Notarainni to Present at the Barclays 23rd Annual Global Technology Conference
December 03, 2025
From
Intuit Inc.
Via
Business Wire
Intuit CFO Sandeep Aujla to Present at the Nasdaq 53rd Investor Conference
December 03, 2025
From
Intuit Inc.
Via
Business Wire
Intuit CEO Sasan Goodarzi to Present at the UBS Global Technology and AI Conference
November 25, 2025
From
Intuit Inc.
Via
Business Wire
Intuit SMB MediaLabs Audiences Now Available on The Trade Desk Platform, Connecting Advertisers With Small and Mid-Market Businesses
November 24, 2025
From
Intuit Inc.
Via
Business Wire
Intuit Announces Multi-Year Partnership with Team USA and Becomes a Founding Partner of the LA28 Olympic and Paralympic Games
November 21, 2025
From
Intuit Inc.
Via
Business Wire
Intuit Reports Strong First-Quarter Results and Reiterates Full-Year Guidance
November 20, 2025
From
Intuit Inc.
Via
Business Wire
Intuit Appoints Enterprise AI Leader Bill McDermott and Financial Technology Innovator Adena Friedman to Board of Directors
November 20, 2025
From
Intuit Inc.
Via
Business Wire
Intuit and OpenAI Join Forces to Revolutionize Financial Intelligence, Powering Every Person, Business, and Dream with Personalized Experiences
November 18, 2025
From
Intuit Inc.
Via
Business Wire
Intuit and Rehmann Partner to Fuel Mid-Market Business Growth with Powerful AI-Native ERP Solution and Advisory Services
November 17, 2025
From
Intuit Inc.
Via
Business Wire
Intuit and Cherry Bekaert Partner to Accelerate Mid-Market Business Growth with AI-native Technology and Advisory Services
November 13, 2025
From
Intuit Inc.
Via
Business Wire
Intuit’s All-in-One Platform Introduces a Virtual Team of AI Agents to Help UK Businesses Increase Efficiency and Growth
November 14, 2025
From
Intuit Inc.
Via
Business Wire
Intuit’s All-in-One Agentic AI-Driven Consumer Platform Powers Year-Round Money Outcomes for Those Who Need It Most
November 06, 2025
From
Intuit Inc.
Via
Business Wire
Arnica Unveils "Arnie AI" to Secure the Future of AI-Driven Software Development
November 03, 2025
Via
PRLog
Topics
Artificial Intelligence
Intuit to Announce First-Quarter Fiscal Year 2026 Results on Nov. 20 Intuit to Announce First-Quarter Fiscal Year 2026 Results on Nov. 20
October 30, 2025
From
Intuit Inc.
Via
Business Wire
Intuit Unveils Revolutionary System of Intelligence to Help Businesses Grow in the AI Era
October 28, 2025
From
Intuit Inc.
Via
Business Wire
Intuit Launches Intuit Accountant Suite: an AI-native Platform that Drives Efficiency and Growth for Accounting Firms
October 28, 2025
From
Intuit Inc.
Via
Business Wire
Coupler.io Keeps QuickBooks Power BI Reporting Alive after the Native Connector Deprecated
October 23, 2025
Via
Get News
Topics
Artificial Intelligence
Intuit and Aprio Partner to Accelerate Mid-Market Business Growth With AI-Powered Advisory and Technology
October 16, 2025
From
Intuit Inc.
Via
Business Wire
Intuit Report Reveals Consumer Holiday Spending to Reach $263 Billion, with an Estimated $109 Billion Opportunity in Revenue for Small Businesses
October 15, 2025
From
Intuit Inc.
Via
Business Wire
Intuit Mailchimp Supercharges Retailers' Marketing Efforts to Drive ROI
October 14, 2025
From
Intuit Inc.
Via
Business Wire
Ann Marie Puig is Transforming How Businesses Manage Financial Data
October 09, 2025
Via
Press Release Distribution Service
Topics
Artificial Intelligence
Intuit Launches Intelligent Automations to Simplify Accounting for Businesses
October 09, 2025
Via
AB Newswire
Intuit Empowers Finance Teams Evolve From Tactical Tasks to Strategic Business Leadership
October 03, 2025
Via
AB Newswire
Wendi Cui: Deeply Integrating Natural Language Processing to Unlock New Potentials in Information Retrieval
September 30, 2025
Via
AB Newswire
Topics
Artificial Intelligence
Intuit Rapidly Advances GenOS to Accelerate Development of Agentic AI Experiences at Scale
September 23, 2025
From
Intuit Inc.
Via
Business Wire
Best Deals on Christian Nodal Concert Tickets 2025 – Instant Savings with Promo Code CITY10 at CapitalCityTickets.com
September 20, 2025
Via
AB Newswire
Intuit Hosts Investor Day, Reaffirms First-Quarter and Fiscal 2026 Guidance
September 18, 2025
From
Intuit Inc.
Via
Business Wire
Intuit and Clair Partner to Deliver On-Demand Pay, Helping Companies Attract and Retain Employees While Giving Employees Financial Peace of Mind
September 15, 2025
From
Intuit Inc.
Via
Business Wire
Intuit to Host Annual Investor Day on September 18
September 04, 2025
From
Intuit Inc.
Via
Business Wire
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