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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
)
656.54
+5.39 (+0.83%)
Streaming Delayed Price
Updated: 1:02 PM EST, Jan 8, 2026
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All News about Intuit
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GoDaddy (NYSE:GDDY) Beats Q4 Sales Targets, Guides For 7.1% Growth Next Year
February 13, 2025
Domain registrar and web services company GoDaddy (NYSE:GDDY) reported Q4 CY2024 results exceeding the market’s revenue expectations, with sales up 8.4% year on year to $1.19 billion. The company...
Via
StockStory
This Is What Whales Are Betting On Intuit
↗
February 13, 2025
Via
Benzinga
Andy Jassy Just Delivered Fantastic News for Amazon Investors
↗
February 13, 2025
Via
The Motley Fool
3 Reasons to Buy PayPal Stock Like There's No Tomorrow
↗
February 13, 2025
Via
The Motley Fool
Intuit's AI, Market Expansion Position It For Long-Term Growth: Goldman Sachs
↗
February 07, 2025
Goldman Sachs analyst Kash Rangan maintains a Buy rating on Intuit Inc (NASDAQ:INTU) with an $800 price target. Despite intensifying competition in the lower tax market, Rangan sees Intuit capturing...
Via
Benzinga
Topics
Artificial Intelligence
$100 Invested In This Stock 10 Years Ago Would Be Worth This Much Today
↗
February 05, 2025
Via
Benzinga
Intuit Unusual Options Activity
↗
January 16, 2025
Via
Benzinga
$1000 Invested In This Stock 20 Years Ago Would Be Worth This Much Today
↗
January 13, 2025
Via
Benzinga
Super Bowl Commercials 2025: Complete List of Super Bowl LIX Ads And Companies Behind Them
↗
February 10, 2025
The list of Super Bowl LIX commercials and the companies behind the Super Bowl ads.
Via
Benzinga
Super Bowl LIX Commercials: AI, Celebs, Muppets, Warren Buffett-Linked Brand Take The Spotlight
↗
February 07, 2025
A list of Super Bowl LIX commercials and the celebrities and athletes attached to star in the ads.
Via
Benzinga
Topics
Artificial Intelligence
$100 Invested In This Stock 15 Years Ago Would Be Worth This Much Today
↗
December 30, 2024
Via
Benzinga
Bill.com (NYSE:BILL) Reports Q4 In Line With Expectations But Stock Drops 28.4%
February 06, 2025
Payments and billing software maker Bill.com (NYSE:BILL) met Wall Street’s revenue expectations in Q4 CY2024, with sales up 13.9% year on year to $362.6 million. On the other hand, next quarter’s...
Via
StockStory
Topics
Economy
2 Reasons to Like INTU (and 1 Not So Much)
February 06, 2025
Intuit currently trades at $589.99 per share and has shown little upside over the past six months, posting a small loss of 3.6%. The stock also fell short of the S&P 500’s 16% gain during that period.
Via
StockStory
Topics
Stocks
Intuit Teams Up with NFL’s Inspire Change at Super Bowl LIX to Encourage Financial Literacy
February 04, 2025
From
Intuit Inc.
Via
Business Wire
Investors should take note of NASDAQ:INTU, a growth stock that remains attractively priced.
↗
February 04, 2025
NASDAQ:INTU is scoring great on several growth aspects while it also shows decent health and profitability. At the same time it remains remains attractively priced.
Via
Chartmill
Intuit to Announce Second-Quarter Fiscal Year 2025 Results on Feb. 25
January 30, 2025
From
Intuit Inc.
Via
Business Wire
DeepSeek's AI Breakthrough Benefits Microsoft, But Oracle Faces Cloud Growth Challenges: Analyst
↗
January 29, 2025
DeepSeek's AI models, built using less-powerful chips at a lower cost, have positive implications for Microsoft and negative for Oracle.
Via
Benzinga
Topics
Artificial Intelligence
Kelley O’Hara Launches Post-Soccer Career with Just Women’s Sports Studio Show “Sports Are Fun!”
January 23, 2025
The new weekly show, O’Hara’s first since retiring from professional soccer, is set to debut on February 4 in partnership with Intuit TurboTax.
Via
PRUnderground
Wall Street's Top 10 Stock Calls This Week - Saturday, Jan. 18
↗
January 18, 2025
What has Wall Street been buzzing about this week? Here is a look at the top 5 buy calls and the top 5 sell calls made by Wall Street's best analysts during the trading week of Jan. 13-17, 2025.
Via
Talk Markets
Topics
Stocks / Equities
Intuit Announces Annual Stockholder Meeting
January 16, 2025
From
Intuit Inc.
Via
Business Wire
Prediction: PayPal Will Soar Over the Next 5 Years. Here's 1 Reason Why.
↗
January 16, 2025
Via
The Motley Fool
Timothy Wingate Jr., EA, President of G+F Business & Financial Consulting LLC, Announces Financial and Accounting Services for Construction Companies
January 15, 2025
Via
Get News
10 Information Technology Stocks Whale Activity In Today's Session
↗
January 15, 2025
Via
Benzinga
U.S. Small Business Employment and Revenue Declined in 2024 with Signs of Recovery, finds Intuit QuickBooks Small Business Annual Index Report
January 14, 2025
From
Intuit Inc.
Via
Business Wire
The Future According to Nvidia's Jensen Huang
↗
January 10, 2025
His CES keynote had a lot of interesting stuff.
Via
The Motley Fool
Intuit TurboTax Launches First and Only Product Guaranteeing Tax Refunds 5 Days Early Into Any Bank Account
January 08, 2025
From
Intuit Inc.
Via
Business Wire
Intuit TurboTax Launches "Now This Is Taxes" Campaign Showcasing Its Revolutionary New Taxes 'Done-For-You' Experiences at Unbeatable Prices
December 30, 2024
From
Intuit Inc.
Via
Business Wire
2024 1099 Electronic Filing Software for Accountants and CPAs Released by Real Business Solutions
December 27, 2024
2024 1099 Electronic Filing Software for Accountants and CPAs Released by Real Business Solutions
Via
News Direct
Palantir Nearly 3X More Expensive Than Industry Average: PLTR Stock Zooms Over 395% Amid Overbought Conditions
↗
December 27, 2024
Despite Palantir Technologies' strong performance in 2024, concerns about the stock's lofty valuation are growing.
Via
Benzinga
Thinking of Buying Palantir Stock? You Need To See These 4 Charts First
↗
December 23, 2024
Via
The Motley Fool
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