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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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Intuit
(NQ:
INTU
)
647.20
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Updated: 4:00 PM EST, Jan 6, 2026
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Sell in May and Go Away? 9 Reasons to Ignore This Terrible Advice
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May 11, 2025
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Bill.com (NYSE:BILL) Beats Q1 Sales Targets But Quarterly Revenue Guidance Significantly Misses Expectations
May 08, 2025
Payments and billing software maker Bill.com (NYSE:BILL) beat Wall Street’s revenue expectations in Q1 CY2025, with sales up 10.9% year on year to $358.2 million. On the other hand, next quarter’s...
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P/E Ratio Insights for Intuit
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April 11, 2025
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PatientNow Appoints Fintech and SaaS Veteran Keri Gohman as New CEO to Accelerate Growth in Expanding Medical Aesthetics Market
April 07, 2025
An award-winning medical aesthetics and wellness technology leader poised for next phase of expansion under new leadershipDENVER - April 7, 2025 - PRLog -- PatientNow, a leading practice management...
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2 Cash-Producing Stocks Worth Your Attention and 1 to Ignore
May 05, 2025
A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.
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Intuit Stock Up 1.4% After Key Signal
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May 02, 2025
A significant trading signal occurred for Intuit stock, as it demonstrated a Power Inflow at $626.33, after which INTU rose up to 1.4%.
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1 Cash-Heavy Stock to Research Further and 2 to Steer Clear Of
May 02, 2025
Companies with more cash than debt can be financially resilient, but that doesn’t mean they’re all strong investments. Some lack leverage because they struggle to grow or generate consistent profits,...
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Here's How Much $100 Invested In Intuit 5 Years Ago Would Be Worth Today
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May 01, 2025
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GoDaddy (NYSE:GDDY) Surprises With Q1 Sales But Stock Drops
May 01, 2025
Domain registrar and web services company GoDaddy (NYSE:GDDY) reported Q1 CY2025 results exceeding the market’s revenue expectations, with sales up 7.7% year on year to $1.19 billion. The company...
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Intuit to Announce Third-Quarter Fiscal Year 2025 Results on May 22
April 30, 2025
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Here Are My Top 3 Stocks Down More Than 25% To Buy Right Now
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April 29, 2025
Via
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Topics
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World Trade
Intuit to Acquire HR Platform GoCo
April 23, 2025
From
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How Intuit is Revolutionizing Its Business and Products with AI
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April 23, 2025
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Are Retail Stocks a Bargain?
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April 21, 2025
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1 Cash-Producing Stock to Target This Week and 2 to Ignore
April 21, 2025
Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.
Via
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Supply Chain
'Spring Clean' Your Personal Finances With These Apps
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April 17, 2025
Just as decluttering a home brings clarity and calm, conducting a financial spring cleaning can help gain control, reduce stress and set the stage for future success. Here are key steps to consider.
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Intuit To Rally Around 19%? Here Are 10 Top Analyst Forecasts For Thursday
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April 17, 2025
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Intuit Stock: A Deep Dive Into Analyst Perspectives (11 Ratings)
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Finance and HR Software Stocks Q4 Recap: Benchmarking Bill.com (NYSE:BILL)
April 17, 2025
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Bill.com (NYSE:BILL) and the best and worst...
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Here's How Much You Would Have Made Owning Intuit Stock In The Last 15 Years
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April 16, 2025
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Benzinga
Macroeconomic Uncertainty Pressuring Microsoft, Software Stocks
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April 15, 2025
A Wall Street firm cut its price targets on Microsoft and 50 other software stocks on Tuesday, citing a weakening macroeconomic outlook.
Via
Investor's Business Daily
Topics
Artificial Intelligence
Economy
Is Intuit Gaining or Losing Market Support?
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April 15, 2025
Via
Benzinga
Federal Tax Return Deadline Looms: What To Know About Extensions, Payments, Late Filings
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April 14, 2025
The deadline to file federal tax returns is Tuesday, April 15, 2025 leaving only one day left for procrastinators to get it in on-time. Here's what to know about last minute filings, extensions and...
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Don't Worry, AI Investors, the Artificial Intelligence Boom Is Still on -- But There Are Rising Dangers for Nvidia
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April 13, 2025
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3 Market-Beating Stocks Worth Investigating
April 08, 2025
The best-performing stocks typically have robust sales growth, increasing margins, and rising returns on capital, and those that can maintain this trifecta year in and year out often become the legends...
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Bill.com (BILL): Buy, Sell, or Hold Post Q4 Earnings?
April 08, 2025
Shareholders of Bill.com would probably like to forget the past six months even happened. The stock dropped 24.7% and now trades at $40.60. This may have investors wondering how to approach the...
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Finance and HR Software Stocks Q4 Recap: Benchmarking Intuit (NASDAQ:INTU)
April 04, 2025
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q4. Today, we are looking at finance and HR software stocks, starting...
Via
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Hidden Ways to Maximize Your Tax Refund and Find Lesser-Known Deductions and Credits
April 02, 2025
From
Intuit Inc.
Via
GlobeNewswire
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