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home
about us
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Firm ADV PDFs
Form CRS
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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RSVP-Signup Form
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Intuit
(NQ:
INTU
)
647.20
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 6, 2026
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Quote
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All News about Intuit
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New Intuit Small Business Growth Council Launched to Champion AI and Digital Transformation for Small Businesses in the UK
April 02, 2025
From
Intuit Inc.
Via
Business Wire
Intuit Launches Financial Literacy Month Challenge to Empower Nation's Students
April 01, 2025
From
Intuit Inc.
Via
Business Wire
Forecasting The Future: 9 Analyst Projections For Intuit
↗
March 31, 2025
Via
Benzinga
Decoding Intuit's Options Activity: What's the Big Picture?
↗
March 12, 2025
Via
Benzinga
Here's How Much You Would Have Made Owning Intuit Stock In The Last 20 Years
↗
March 11, 2025
Via
Benzinga
Equities Demand Higher Risk Premium As Uncertainty Spikes
↗
March 31, 2025
Measuring shifts in uncertainty is a slippery beast, but it’s easier to intuit when big changes unfold vs. the recent past.
Via
Talk Markets
Topics
Bonds
Stocks / Equities
Top gainers and losers in the S&P500 index during Friday's after-hours session.
↗
March 28, 2025
The US market session of Friday is over, let's have a look at the top S&P500 gainers and losers in the after hours session today.
Via
Chartmill
Unpacking the Latest Options Trading Trends in Intuit
↗
March 28, 2025
Via
Benzinga
Congressional Trading Report: Rep. Robert Bresnahan Sold Over $138K In Alibaba Gr Hldgs Stock
↗
March 28, 2025
Via
Benzinga
Decoding Intuit's Options Activity: What's the Big Picture?
↗
March 25, 2025
Via
Benzinga
Intuit (INTU): Buy, Sell, or Hold Post Q4 Earnings?
March 24, 2025
Intuit currently trades at $610.55 per share and has shown little upside over the past six months, posting a small loss of 4.3%.
Via
StockStory
If You Own A Slice Of A Share, Can You Vote On Shareholder Proposals?
↗
March 23, 2025
Many beginning investors, and many investors with a moderate amount of money to invest, choose to buy a slice of a share of stock instead of a whole share or several shares.
Via
Talk Markets
Topics
Stocks / Equities
Stop Chasing Returns And Start Getting Rising Dividends With These 10 Blue Chip Stocks
↗
March 23, 2025
Instead of chasing returns, investors can start building long-term passive income through dividend growth stocks.
Via
Talk Markets
Topics
Stocks / Equities
Market Whales and Their Recent Bets on INTU Options
↗
March 21, 2025
Via
Benzinga
If You Invested $100 In This Stock 10 Years Ago, You Would Have This Much Today
↗
March 20, 2025
Via
Benzinga
Is Intuit Gaining or Losing Market Support?
↗
March 18, 2025
Via
Benzinga
Last Year’s Average Tax Refund Was Over $3,000: Here's Why You Should File Your Return Now
March 18, 2025
From
Intuit Inc.
Via
GlobeNewswire
It's Been 44 Months Since PayPal Stock Set Its All-Time High. Here's 1 Reason to Buy Today.
↗
March 18, 2025
Via
The Motley Fool
The Big Shorts
↗
March 12, 2025
A discussion about recent market movements, focusing on the sharp decline in airline stocks.
Via
Talk Markets
Topics
ETFs
Options
Stocks / Equities
Intuit QuickBooks Enables Tap to Pay on iPhone for Small and Mid-Market Businesses to Accept Contactless Payments
March 11, 2025
From
Intuit Inc.
Via
Business Wire
GoDaddy (GDDY): Buy, Sell, or Hold Post Q4 Earnings?
March 07, 2025
GoDaddy has had an impressive run over the past six months as its shares have beaten the S&P 500 by 8.7%. The stock now trades at $173.99, marking a 13.8% gain. This was partly due to its solid...
Via
StockStory
Topics
Stocks
Top Stocks Will Dominate Despite Tariffs—Including This One
↗
March 06, 2025
Tariffs are back, but top companies continue to dominate. Learn why AI, semiconductors, and next-gen firms like Dutch Bros (BROS) are thriving—and which stocks could surge next.
Via
InvestorPlace
Topics
Artificial Intelligence
Intuit Under-performance Has Stemmed From Valuation Reset, Analyst Upgrades Stock
↗
March 05, 2025
JP Morgan analyst upgrades Intuit, raises price target from $640 to $660. Stable performance and innovation in core businesses, but risks remain.
Via
Benzinga
10 Information Technology Stocks With Whale Alerts In Today's Session
↗
March 05, 2025
Via
Benzinga
This GE Vernova Analyst Turns Bullish; Here Are Top 5 Upgrades For Wednesday
↗
March 05, 2025
Via
Benzinga
1 Large-Cap Stock with Solid Fundamentals and 2 to Ignore
March 05, 2025
Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence. With such vast footprints, however, finding new areas for growth is much harder than for...
Via
StockStory
Intuit Expands Free Financial Education Program to Colleges and Universities to Champion Student Success
March 04, 2025
From
Intuit Inc.
Via
Business Wire
Will Trump Tighten The Screws On Capital?
↗
March 01, 2025
Donald Trump wants to right-size trade with other countries. He is hell bent on removing the trade deficit.
Via
Talk Markets
Topics
Government
Stocks / Equities
Top S&P500 movers in Wednesday's session
↗
February 26, 2025
Uncover the latest developments among S&P500 stocks in today's session. Stay tuned to the S&P500 index's top gainers and losers on Wednesday.
Via
Chartmill
Intuit CFO Sandeep Aujla to Present at the Morgan Stanley Technology, Media & Telecom Conference
February 26, 2025
From
Intuit Inc.
Via
Business Wire
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