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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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Featured Quarterly Newsletter
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Intuit
(NQ:
INTU
)
656.60
+5.45 (+0.84%)
Streaming Delayed Price
Updated: 1:02 PM EST, Jan 8, 2026
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Top S&P500 movers in Wednesday's session
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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.
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Intuit CFO Sandeep Aujla to Present at the Morgan Stanley Technology, Media & Telecom Conference
February 26, 2025
From
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Via
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4 Analysts Have This To Say About Intuit
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February 26, 2025
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February 26, 2025
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Earnings Scheduled For February 25, 2025
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February 25, 2025
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What Does the Market Think About Intuit?
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February 20, 2025
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Check Out What Whales Are Doing With INTU
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February 19, 2025
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This Flutter Entertainment Analyst Begins Coverage On A Bullish Note; Here Are Top 2 Initiations For Wednesday
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February 26, 2025
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Benzinga
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February 26, 2025
Stay updated with the movement of S&P500 stocks in today's session. Discover which S&P500 stocks are making waves on Wednesday.
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This Intuit Analyst Turns Bullish; Here Are Top 5 Upgrades For Wednesday
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February 26, 2025
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Workday, ACM Research, ZoomInfo Technologies, CEVA, Intuit And Other Big Stocks Moving Higher On Wednesday
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February 26, 2025
Via
Benzinga
Why Is Intuit (INTU) Stock Soaring Today
February 26, 2025
Shares of tax and accounting software provider, Intuit (NASDAQ:INTU) jumped 13.6% in the morning session after the company delivered strong fourth-quarter 2024 results, beating analysts' billings...
Via
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Nvidia Earnings On Deck, SMCI Regains Compliance: What's Driving Markets Wednesday?
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February 26, 2025
All three major indices were green in midday trading Wednesday as the S&P 500 and Nasdaq 100 looked to snap their four-day losing streaks. NVIDIA Corp.
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Intuit Sees AI-Driven Growth With TurboTax, Credit Karma: Analyst Raises Price Forecast
↗
February 26, 2025
Intuit's Q2 results beat expectations, with revenues of $3.96B and EPS of $3.32. Piper Sandler raises the price target from $765 to $785.
Via
Benzinga
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February 26, 2025
Looking for the S&P500 stocks that are experiencing notable gaps on Wednesday? Find out which stocks are gapping up and gapping down in the S&P500 index during today's session.
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February 26, 2025
Stay updated with the S&P500 stocks that are on the move in today's pre-market session.
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Intuit Mailchimp Announces New Product Enhancements and Refreshed Popup Forms, A Smarter Solution for Lead Generation and Business Growth
February 26, 2025
From
Intuit Inc.
Via
Business Wire
Intuit (INTU) Q2 2025 Earnings Call Transcript
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February 25, 2025
INTU earnings call for the period ending December 31, 2024.
Via
The Motley Fool
Topics
Earnings
Intuit Beats EPS, Revenue Expectations
↗
February 25, 2025
Intuit reported stronger-than-expected fiscal 2025 second-quarter results, fueled by robust segment growth and an AI-focused strategy.
Via
The Motley Fool
Stay updated with the S&P500 stocks that are on the move in today's after-hours session.
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February 25, 2025
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Intuit Shares Rise Following Q2 Earnings Beat: The Details
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February 25, 2025
Intuit reports fiscal second-quarter financial results Tuesday after the bell. Here's a look at the key details from the quarter.
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Intuit Rings Up Earnings Beat But Offers Mixed Outlook
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February 25, 2025
Intuit trounced estimates for its fiscal second quarter but provided mixed guidance for the current period. Intuit stock rose on the news.
Via
Investor's Business Daily
Topics
Earnings
Intuit (NASDAQ:INTU) Exceeds Q4 Expectations, Quarterly Revenue Guidance Slightly Exceeds Expectations
February 25, 2025
Tax and accounting software provider, Intuit (NASDAQ:INTU) announced better-than-expected revenue in Q4 CY2024, with sales up 17% year on year to $3.96 billion. Guidance for next quarter’s revenue was...
Via
StockStory
Intuit Reports Strong Second Quarter Results and Reiterates Full Year Guidance
February 25, 2025
From
Intuit Inc.
Via
Business Wire
Bitcoin Plunges As Consumer Confidence Falls: What's Driving Markets Tuesday?
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February 25, 2025
Markets fell broadly Tuesday with the S&P 500 trading at five-week lows and the Nasdaq extending its three-day losing streak. The Dow Jones managed to recover midday while Wall Street digested a...
Via
Benzinga
Topics
Stocks
Intuit Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
↗
February 25, 2025
Via
Benzinga
US Stocks Likely To Open Lower: 'Caution Is Warranted,' Says Expert As Investors Navigate 'Complex Dynamics' Ahead
↗
February 25, 2025
U.S. stock futures fell on Tuesday following Monday's mixed close. Futures of all the four benchmark indices declined in premarket trading.
Via
Benzinga
Home Depot, Keurig Dr Pepper And 3 Stocks To Watch Heading Into Tuesday
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February 25, 2025
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Benzinga
What To Expect From Intuit Q2 Earnings?
↗
February 24, 2025
Wall Street analysts upgraded Intuit Inc (NASDAQ: INTU) ahead of earnings season. JP Morgan's Mark R Murphy remains Neutral on stock.
Via
Benzinga
Earnings To Watch: Intuit (INTU) Reports Q4 Results Tomorrow
February 24, 2025
Tax and accounting software provider, Intuit (NASDAQ:INTU) will be reporting earnings tomorrow afternoon. Here’s what to look for.
Via
StockStory
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