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home
about us
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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
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Back Dated Performance Reports
Quarterly Performance Reports
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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
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Back Dated Performance Reports
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FIP
Event Schedule
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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
)
657.27
+6.12 (+0.94%)
Streaming Delayed Price
Updated: 12:55 PM EST, Jan 8, 2026
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All News about Intuit
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Intuit’s (NASDAQ:INTU) Q3: Beats On Revenue But Stock Drops
November 21, 2024
Tax and accounting software provider, Intuit (NASDAQ:INTU) reported Q3 CY2024 results exceeding the market’s revenue expectations, with sales up 10.2% year on year to $3.28 billion. On the other hand,...
Via
StockStory
Topics
Artificial Intelligence
Intuit Reports Strong First Quarter Results and Reiterates Full Year Guidance
November 21, 2024
From
Intuit Inc.
Via
Business Wire
Small Caps Rally, Alphabet Plummets, Bitcoin Flirts With $100,000: What's Driving Markets Thursday?
↗
November 21, 2024
Wall Street witnessed a positive momentum on Thursday as investor risk appetite remained resilient despite escalating geopolitical tensions in Europe.
Via
Benzinga
Intuit Options Trading: A Deep Dive into Market Sentiment
↗
November 21, 2024
Via
Benzinga
A Preview Of Intuit's Earnings
↗
November 20, 2024
Via
Benzinga
What the Options Market Tells Us About Intuit
↗
November 15, 2024
Via
Benzinga
Intuit’s New AI Assistant Seeks To Boost Efficiency; Stock Gains On Launch
↗
November 21, 2024
Intuit has launched Intuit Assist, an AI-powered financial assistant for QuickBooks, to automate financial tasks and enhance user experience.
Via
Talk Markets
Topics
Artificial Intelligence
Stocks / Equities
Three ways small businesses can capture consumer spend before the holiday season ends
November 21, 2024
(BPT) - For many small businesses, the holiday season is crucial to hitting their yearly financial goals - and for some, it's make or break. Small business owners project 33% of their total yearly...
Via
Brandpoint
How To Earn $500 A Month From Intuit Stock Ahead Of Q1 Earnings
↗
November 21, 2024
Intuit currently offers a quarterly dividend amount of $1.04 per share ($4.16 a year). Here's how you can earn $500 monthly from the company.
Via
Benzinga
US Futures Head Lower As Nvidia Earnings Fail To Impress Investors: Expert Says Market Weakness Is 'Perfectly Normal,' But Late November Rally Is Still Possible
↗
November 21, 2024
U.S.
Via
Benzinga
Beyond The Numbers: 9 Analysts Discuss Intuit Stock
↗
November 15, 2024
Via
Benzinga
Looking Into Intuit's Recent Short Interest
↗
November 13, 2024
Via
Benzinga
Intuit Inc (INTU) DCF Valuation: Is The Stock Undervalued?
↗
November 08, 2024
Intuit is a provider of small-business accounting software, personal tax solutions, and professional tax offerings.
Via
Talk Markets
Earnings Scheduled For November 21, 2024
↗
November 21, 2024
Via
Benzinga
Mohamed El-Erian Warns Against Simplistic Narratives As Trump Plans Aggressive Tariff Strategy: 'The Issue Is Quite Complex'
↗
November 21, 2024
As President-elect Donald Trump prepares to return to the White House, renowned economist Mohamed El-Erian is cautioning against media oversimplification of the incoming administration's proposed...
Via
Benzinga
Topics
Government
World Trade
Dow Gains Over 100 Points, Nvidia Posts Upbeat Earnings After Closing Bell: Fear & Greed Index Remains In 'Neutral' Zone
↗
November 21, 2024
Via
Benzinga
Topics
Stocks
Nvidia, Deere And 3 Stocks To Watch Heading Into Thursday
↗
November 21, 2024
Via
Benzinga
Intuit Launches AI-Powered Intuit Assist for QuickBooks, Giving Millions of Businesses a Competitive Edge
November 20, 2024
From
Intuit Inc.
Via
Business Wire
Intuit (INTU) To Report Earnings Tomorrow: Here Is What To Expect
November 20, 2024
Tax and accounting software provider, Intuit (NASDAQ:INTU) will be reporting results tomorrow after the bell. Here’s what investors should know.
Via
StockStory
12 Information Technology Stocks Moving In Tuesday's Pre-Market Session
↗
November 19, 2024
Via
Benzinga
What's Going On With Intuit Shares Tuesday?
↗
November 19, 2024
Intuit Inc. (NASDAQ:INTU) shares are moving lower on Tuesday. The stock may be reacting to reports suggesting the "Department of Government Efficiency" could create a mobile app to aid Americans in...
Via
Benzinga
Intuit Stock Tumbles As Elon Musk's DOGE Commission Eyes Simple Tax-Filing App
↗
November 19, 2024
Intuit stock fell on a report that the Trump administration is considering a plan to create a mobile app for Americans to file their taxes.
Via
Investor's Business Daily
Topics
Government
The Best Artificial Intelligence (AI) ETF to Invest $1,000 in Right Now
↗
November 14, 2024
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Bill.com (NYSE:BILL) Surprises With Strong Q3, Stock Jumps 15.4%
November 07, 2024
Payments and billing software maker Bill.com (NYSE:BILL) reported Q3 CY2024 results beating Wall Street’s revenue expectations, with sales up 17.5% year on year to $358.5 million. The company expects...
Via
StockStory
Topics
Economy
Intuit to Announce First-Quarter Fiscal Year 2025 Results on Nov. 21
October 31, 2024
From
Intuit Inc.
Via
Business Wire
New Report from Intuit Mailchimp Shows Most Marketers are Using AI, Highlights Differentiators For Top Performers
November 12, 2024
From
Intuit Inc.
Via
Business Wire
GoDaddy’s (NYSE:GDDY) Q3 Earnings Results: Revenue In Line With Expectations
October 30, 2024
Domain registrar and web services company GoDaddy (NYSE:GDDY) met Wall Street’s revenue expectations in Q3 CY2024, with sales up 7.3% year on year to $1.15 billion. The company expects next quarter’s...
Via
StockStory
Elon Musk Admits 'Running Companies Hurts My Heart,' But Sees No Other Option For Building The Future. 'I Never Wanted To Be CEO'
↗
October 29, 2024
Via
Benzinga
Intuit Showcases Product Innovations at Intuit Connect to Fuel Accountant Success and Drive Business Growth
October 29, 2024
From
Intuit Inc.
Via
Business Wire
Q2 Rundown: Workiva (NYSE:WK) Vs Other Finance and HR Software Stocks
October 28, 2024
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Workiva (NYSE:WK) and the rest...
Via
StockStory
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