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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
MARKET RESEARCH
Featured Quarterly Newsletter
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Intuit
(NQ:
INTU
)
647.20
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Updated: 4:00 PM EST, Jan 6, 2026
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Apple Stock Falls As Trump Threatens iPhone Tariff
↗
May 23, 2025
Apple stock fell Friday after President Donald Trump threatened to put a tariff on Apple iPhones of “at least 25%.”
Via
Investor's Business Daily
Topics
Government
World Trade
These S&P500 stocks that are showing activity before the opening bell on Friday.
↗
May 23, 2025
As the US market prepares to open on Friday, let's get an early glimpse into the pre-market session and identify the S&P500 stocks leading the pack in terms of gains and losses.
Via
Chartmill
Intuit Stock: A Deep Dive Into Analyst Perspectives (13 Ratings)
↗
May 23, 2025
Via
Benzinga
Intuit Stock Surges Post Strong Q3, Wall Street Lifts Price Target: Retail’s Exuberant
↗
May 23, 2025
Analysts raised Intuit’s price targets, citing growth in Credit Karma, Consumer, and GBS segments, tax stability, and AI-driven TurboTax expansion fueling investor confidence.
Via
Stocktwits
Topics
Artificial Intelligence
What to Expect from Intuit's Earnings
↗
May 21, 2025
Via
Benzinga
Stock Market Falls As Treasury Yields Spike; Tesla, Snowflake, Urban Outfitters In Focus: Weekly Review
↗
May 23, 2025
The major indexes retreated as yields spiked amid U.S. debt concerns.
Via
Investor's Business Daily
Topics
Artificial Intelligence
US Stocks Likely To Open On A Mixed Note: 'Nothing Good Happens Above A 5% Yield,' Says Expert
↗
May 23, 2025
U.S. stock futures were fluctuating on Friday after a mixed close on Thursday. Futures of benchmark indices were mixed in premarket.
Via
Benzinga
Why Intuit Shares Are Trading Higher By Over 8%; Here Are 20 Stocks Moving Premarket
↗
May 23, 2025
Via
Benzinga
Intuit, Booz Allen Hamilton And 3 Stocks To Watch Heading Into Friday
↗
May 23, 2025
Via
Benzinga
Oklo, Uranium Energy, NuScale Stocks Surge As Trump Reportedly Gears Up To Boost Nuclear Sector
↗
May 22, 2025
The report said that executive orders would direct the agencies to identify federal lands and facilities for nuclear deployment and streamline the processes of building them.
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
Government
Intuit CEO Calls It A 'Breakthrough Adoption Year' As TurboTax Live Revenue Jumps—Stock Pops 8% After Hours
↗
May 22, 2025
Intuit Inc. (NASDAQ: INTU) posted a strong third-quarter performance fueled by explosive growth in its TurboTax Live business.
Via
Benzinga
GameStop, IonQ, Intuit, Advance Auto Parts, Tesla: Why These 5 Stocks Are On Investors' Radars Today
↗
May 22, 2025
On Thursday, the Dow Jones finished nearly flat at 41,859.09. The S&P 500 dipped slightly, losing 0.04% to close at 5,842.01. Meanwhile, the Nasdaq edged higher, gaining 0.3% to end the day at...
Via
Benzinga
Topics
Stocks
Tax Filing Season ‘Turbocharges’ Intuit’s Q3 Results: Retail Cheers ‘Blowout’ Earnings Report
↗
May 22, 2025
The company said it was becoming a one-stop shop for AI agents and AI-enabled human experts to fuel the success of consumers and small and mid-market businesses.
Via
Stocktwits
Topics
Artificial Intelligence
12 Information Technology Stocks Moving In Thursday's After-Market Session
↗
May 22, 2025
Via
Benzinga
Thursday's after hours session: top gainers and losers
↗
May 22, 2025
After the conclusion of the US market's regular session on Thursday, let's examine the after-hours session and unveil the notable performers among the top gainers and losers.
Via
Chartmill
Intuit Q3 Earnings: Revenue Beat, EPS Beat, Raised FY Guidance, Company Seeing 'Exceptional' Momentum Across Platforms
↗
May 22, 2025
Intuit reported third-quarter revenue of $7.75 billion, beating analyst estimates of $7.56 billion, according to Benzinga Pro.
Via
Benzinga
Intuit (NASDAQ:INTU) Posts Better-Than-Expected Sales In Q1, Stock Soars
May 22, 2025
Tax and accounting software provider, Intuit (NASDAQ:INTU) reported Q1 CY2025 results exceeding the market’s revenue expectations, with sales up 15.1% year on year to $7.75 billion. On top of that,...
Via
StockStory
Tax-Prep Business Drives Intuit's April-Quarter Beat
↗
May 22, 2025
Financial software firm Intuit beat Wall Street's targets for its fiscal Q3 thanks to a strong tax-preparation season. Intuit stock rose.
Via
Investor's Business Daily
Topics
Artificial Intelligence
Intuit Reports Strong Third-Quarter Results and Raises Full-Year Guidance
May 22, 2025
From
Intuit Inc.
Via
Business Wire
Stocks Rebound As Treasury Yields Fall, Bitcoin Tops $111,000: What's Driving Markets Thursday?
↗
May 22, 2025
Wall Street edges higher as GOP tax bill clears the House and bond yields ease, helping investors shake off prior losses while digesting mixed May business activity data.
Via
Benzinga
Topics
Bonds
How To Earn $500 A Month From Intuit Stock Ahead Of Q3 Earnings
↗
May 22, 2025
Via
Benzinga
Earnings Scheduled For May 22, 2025
↗
May 22, 2025
Via
Benzinga
Dow, S&P 500 Futures Mixed As Traders Await Clarity: Why This Strategist Is Skeptical Of Return to 'Goldilocks' Market
↗
May 21, 2025
A strategist said that, against the backdrop of trade policy uncertainty, it is prudent to keep tactical asset allocations closer to benchmarks than when there is more economic clarity.
Via
Stocktwits
Topics
Bonds
Economy
Government
Intuit Honors Small Business Heroes with $20,000 Awards, Launches Small Business Hero Program
May 21, 2025
From
Intuit Inc.
Via
Business Wire
Intuit Earnings: What To Look For From INTU
May 21, 2025
Tax and accounting software provider, Intuit (NASDAQ:INTU) will be reporting results tomorrow afternoon. Here’s what to expect.
Via
StockStory
Topics
Artificial Intelligence
New Report from Intuit Mailchimp Offers Global Guide to Year-Round Shopper Engagement
May 20, 2025
From
Intuit Inc.
Via
Business Wire
Here's How Much You Would Have Made Owning Intuit Stock In The Last 15 Years
↗
May 19, 2025
Via
Benzinga
Intuit Q3 Preview: 'Price-Disruptor' Drives Adoption, Analyst Expects Revenue Beat
↗
May 19, 2025
Intuit Inc (NASDAQ: INTU) to report fiscal Q3 results on May 22, expected to beat estimates with strong tax and software performance, says analyst.
Via
Benzinga
Expert tips for small business success in the AI era
May 15, 2025
Via
Brandpoint
Topics
Artificial Intelligence
1 Profitable Stock for Long-Term Investors and 2 to Ignore
May 12, 2025
While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies - as Jeff Bezos said, "Your margin is my...
Via
StockStory
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