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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
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Back Dated Performance Reports
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TAV Program
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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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
)
452.31
+12.35 (+2.81%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Mar 16, 2026
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Intuit Crushes Earnings as "AI + Human Intelligence" Strategy Reaches Inflection Point
February 27, 2026
Intuit Inc. (NASDAQ:INTU) reported a blowout second quarter for fiscal 2026, delivering a non-GAAP earnings per share (EPS) of $4.15—a 25% increase year-over-year that handily beat Wall Street...
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Earnings
Intuit Inc. (NASDAQ:INTU) Embodies the GARP Strategy with Strong Growth at a Reasonable Price
↗
February 27, 2026
Via
Chartmill
Discover the top S&P500 movers in Friday's pre-market session.
↗
February 27, 2026
Via
Chartmill
Elizabeth Warren Says Trump Killed IRS Direct File Due To Lobbying By Tax Prep Companies, Introduces Bill To Bring It Back
↗
February 27, 2026
Sen. Warren and Rep. Sherman's Direct File Act aims to make IRS's free online tax filing permanent. Bill requires state integration & prohibits commercial restrictions. Intuit's lobbying led to Trump's...
Via
Benzinga
Topics
Government
Intuit Inc (NASDAQ:INTU) Shares Dip Despite Strong Q2 Earnings Beat
↗
February 26, 2026
Via
Chartmill
INTUIT INC (NASDAQ:INTU) Passes the Peter Lynch GARP Investment Test
↗
February 25, 2026
Via
Chartmill
Unusual volume S&P500 stocks in Tuesday's session
↗
February 24, 2026
Via
Chartmill
Intuit (INTU) Q2 2026 Earnings Call Transcript
↗
February 26, 2026
Intuit (INTU) Q2 2026 Earnings Call Transcript
Via
The Motley Fool
Topics
Artificial Intelligence
Credit Cards
Earnings
AI Is Separating Software Winners From Losers, 2 Experts Explain
↗
February 26, 2026
Via
MarketBeat
Topics
Artificial Intelligence
Intuit Stock Slides On Q2 Earnings: What You Need To Know
↗
February 26, 2026
Intuit Inc (NASDAQ:INTU) reports financial results for the second quarter of fiscal 2026 after the market close on Thursday.
Via
Benzinga
Discover the top S&P500 movers in Thursday's after-hours session.
↗
February 26, 2026
Via
Chartmill
Intuit’s (NASDAQ:INTU) Q4 CY2025 Sales Top Estimates
February 26, 2026
Financial technology platform Intuit (NASDAQ:INTU) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 17.4% year on year to $4.65 billion. The company expects next...
Via
StockStory
Intuit Tops Fiscal Q2 Estimates, Sees AI Benefiting Business
↗
February 26, 2026
Financial software firm Intuit crushed estimates for its fiscal second quarter but offered mixed guidance. Intuit stock slid.
Via
Investor's Business Daily
Topics
Artificial Intelligence
This Crypto Stock Just Got Visa, Intuit, and an Entire Country as Partners
↗
February 26, 2026
Circle's blockchain-based ecosystem for stablecoin payments is expanding.
Via
The Motley Fool
Intuit Reports Strong Second-Quarter Results and Reiterates Full-Year Guidance
February 26, 2026
From
Intuit Inc.
Via
Business Wire
Tenable, Intuit, Unity, Autodesk, and Qualys Stocks Trade Up, What You Need To Know
February 26, 2026
A number of stocks jumped in the afternoon session after Nvidia CEO Jensen Huang dismissed fears that artificial intelligence would cannibalize the enterprise software sector.
Via
StockStory
Topics
Artificial Intelligence
Which S&P500 stocks have an unusual volume on Thursday?
↗
February 26, 2026
Via
Chartmill
Intuit’s AI Transformation Takes Center Stage as Q2 Earnings Signal a New Era for Digital Finance
February 26, 2026
MOUNTAIN VIEW, CA — As the 2026 tax season enters its most critical window, Intuit Inc. (Nasdaq: INTU) reported its fiscal second-quarter earnings today, February 26, 2026, revealing a business in the...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Intuit (INTU) Earnings Deep Dive: Leading the Generative AI Revolution in Finance
February 26, 2026
Date: February 26, 2026 Introduction Intuit Inc. (Nasdaq: INTU) has long been the undisputed titan of the financial software industry, but its latest second-quarter fiscal 2026 earnings report has...
Via
Finterra
Topics
Artificial Intelligence
Credit Cards
Data Breach
How Is Intuit's Stock Performance Compared to Other Software Application Stocks?
February 26, 2026
Despite Intuit’s weak performance relative to its peers over the past year, Wall Street analysts remain moderately optimistic about the stock’s prospects
Via
Barchart.com
Topics
ETFs
Stocks Muted Before the Open as Investors Digest Nvidia Earnings, U.S.-Iran Talks in Focus
February 26, 2026
March S&P 500 E-Mini futures (ESH26) are down -0.05%, and March Nasdaq 100 E-Mini futures (NQH26) are down -0.09% this morning, pointing to a muted open on Wall Street as investors digest earnings from...
Via
Barchart.com
Topics
Artificial Intelligence
Economy
Government
The Great Stabilization: Anthropic Reassures Wall Street as ‘Augmentation’ Narrative Ends the SaaS Selloff
February 25, 2026
In a move that has sent ripples of relief through the technology sector, Anthropic, the San Francisco-based AI powerhouse, has successfully recalibrated the market’s perception of artificial...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
The $37 Billion Sentinel: Nvidia Braces for a Definitive Earnings Showdown as AI Capex Reaches a Fever Pitch
February 25, 2026
As the sun sets on February 25, 2026, the global financial community has fixed its collective gaze on a single data point: the fourth-quarter earnings report from Nvidia (NASDAQ:NVDA). Scheduled for...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Uncovering Potential: Intuit's Earnings Preview
↗
February 25, 2026
Via
Benzinga
Intuit (INTU) Q4 Earnings Report Preview: What To Look For
February 24, 2026
Financial technology platform Intuit (NASDAQ:INTU) will be announcing earnings results this Thursday after market close. Here’s what to expect.
Via
StockStory
Topics
Artificial Intelligence
Government
World Trade
The Late-Stage Bull Market Is a Buying Opportunity for Tech
↗
February 24, 2026
Via
MarketBeat
Intuit Chairman and CEO Sasan Goodarzi to Present at the Morgan Stanley Technology, Media and Telecom Conference
February 24, 2026
From
Intuit Inc.
Via
Business Wire
The OBBBA 'Refund Ripple': How a Retroactive Tax Windfall is Fueling a 2026 Consumer Surge
February 24, 2026
NEW YORK — As the calendar turns to late February 2026, the American consumer is proving to be more resilient than many economists predicted just six months ago. The catalyst for this unexpected...
Via
MarketMinute
Topics
Credit Cards
Economy
HSBC Says Enterprise Software Valuations At 'Historic Lows’ — Which Other Tech Stocks Are A ‘Buy’ At The Firm?
↗
February 24, 2026
The firm said to investors in a research note titled ‘Software Will Eat AI’ that enterprise software companies "will not be threatened by AI."
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
The Great Defensive Pivot: Staples and Health Care Surge as AI Fatigue and Trade Turmoil Rattle Tech
February 24, 2026
As of February 24, 2026, investors are aggressively rotating out of the high-flying technology sector and into the perceived safety of Consumer Staples and Health Care. While the tech-heavy Nasdaq-100...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
World Trade
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