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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
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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
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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Event Schedule
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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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Intuit
(NQ:
INTU
)
281.55
+0.56 (+0.20%)
Streaming Delayed Price
Updated: 11:32 AM EDT, Jun 17, 2026
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These S&P500 stocks have an unusual volume in today's session
↗
May 22, 2026
Via
Chartmill
Intuit's Great SaaS Reset: Fired By AI
↗
May 22, 2026
Intuit is aggressively shifting its corporate strategy toward artificial intelligence to streamline operations and unlock unprecedented margin expansion.
Via
MarketBeat
Topics
Artificial Intelligence
S&P Futures Gain as Bond Yields Fall, U.S.-Iran Updates Awaited
May 22, 2026
June S&P 500 E-Mini futures (ESM26) are trending up +0.15% this morning as Treasury yields fell, putting the benchmark index on course for its eighth consecutive weekly gain.
Via
Barchart.com
Topics
Artificial Intelligence
Stocks
Intuit Stock Was Absolutely Hammered After a Beat-and-Raise Quarter. Time to Buy on the Dip?
↗
May 21, 2026
The financial software giant just lifted its outlook, but the market still couldn't find a reason to buy.
Via
The Motley Fool
Topics
Artificial Intelligence
Most active S&P500 stocks in Thursday's session
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May 21, 2026
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Chartmill
In today's session, there are S&P500 stocks with remarkable trading volume.
↗
May 21, 2026
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Chartmill
Sprout Social and Veeva Systems Shares Plummet, What You Need To Know
May 21, 2026
What Happened? A number of stocks fell in the afternoon session after Intuit's plunge spread across the sector and reignited the thesis that generative AI is...
Via
StockStory
Topics
Artificial Intelligence
Asana, Atlassian, and BlackLine Shares Are Falling, What You Need To Know
May 21, 2026
What Happened? A number of stocks fell in the afternoon session after Intuit's plunge spread across the sector and reignited the thesis that generative AI is...
Via
StockStory
Topics
Artificial Intelligence
Why Intuit (INTU) Shares Are Trading Lower Today
May 21, 2026
What Happened? Shares of financial technology platform Intuit (NASDAQ:INTU) fell 20.3% in the afternoon session after the company reported underwhelming firs...
Via
StockStory
Topics
Artificial Intelligence
Government
Exploring the top movers within the S&P500 index during today's session.
↗
May 21, 2026
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Chartmill
Gapping S&P500 stocks in Thursday's session
↗
May 21, 2026
Via
Chartmill
Stay updated with the S&P500 stocks that are on the move in today's after-hours session.
↗
May 20, 2026
Via
Chartmill
Intuit Stock Cracks After Layoffs, TurboTax Warning
↗
May 21, 2026
Intuit shares fell after layoffs, softer guidance, weaker TurboTax trends and restructuring plans overshadowed earnings growth.
Via
Benzinga
Topics
Workforce
Top S&P500 movers in Thursday's session
↗
May 21, 2026
Via
Chartmill
Here are the top movers in Thursday's session.
↗
May 21, 2026
Via
Chartmill
Intuit Is Slashing More Than 3,000 Jobs. Why Wall Street Is Punishing INTU Stock for the AI Pivot.
May 21, 2026
The layoffs will represent about 17% of its personnel.
Via
Barchart.com
Topics
Artificial Intelligence
Earnings
Workforce
Intuit (NASDAQ:INTU) Q3 Earnings In Line, But Weak Outlook and Restructuring Trigger Post-Market Plunge
↗
May 20, 2026
Via
Chartmill
These Analysts Cut Their Forecasts On Intuit After Q3 Results
↗
May 21, 2026
Intuit Inc. (INTU) reported upbeat Q3 results, beating revenue and earnings estimates. CEO Sasan Goodarzi cites data and AI capabilities for growth.
Via
Benzinga
Topics
Artificial Intelligence
What's going on in today's pre-market session: S&P500 movers
↗
May 21, 2026
Via
Chartmill
What's going on in today's pre-market session
↗
May 21, 2026
Via
Chartmill
Intuit, Osisko Development, Borr Drilling And Other Big Stocks Moving Lower In Thursday's Pre-Market Session
↗
May 21, 2026
U.S. stock futures mixed, Dow futures up 0.1%. Intuit stocks down 12.7% after positive Q3 results and workforce reduction plans. Other stocks also declining in pre-market trading.
Via
Benzinga
Topics
Stocks
Younger Generations Increasingly Turn to Shopping for Emotional Comfort
May 21, 2026
Under growing life pressures, many people have developed the habit of relieving stress through late-night online shopping, making “clearing the shopping cart” part of everyday life. As emotional...
Via
MerxWire
Topics
Economy
Stock Market Today: Dow Jones Futures Gain, But Nasdaq Falls After NVDA's Q1 Results—Nvidia, Nebius Group, Intuit In Focus
↗
May 21, 2026
U.S. stock futures were mixed on Thursday following Nvidia Corp.‘s (NASDAQ:NVDA) first-quarter earnings results released after Wednesday’s higher close.
Via
Benzinga
Topics
Stocks
Nvidia, Walmart And 3 Stocks To Watch Heading Into Thursday
↗
May 21, 2026
U.S. stock futures down, Walmart to report earnings, Nvidia beats expectations, Deere and Co to release results, Intuit posts positive Q3.
Via
Benzinga
INTU Q1 Deep Dive: Workforce Reduction and Assisted Tax Growth Amid Market Contraction
May 21, 2026
Financial technology platform Intuit (NASDAQ:INTU) met Wall Street’s revenue expectations in Q1 CY2026, with sales up 10.4% year on year to $8.56 billion. Th...
Via
StockStory
Topics
Artificial Intelligence
Intuit (INTU) Q3 2026 Earnings Transcript
↗
May 20, 2026
Intuit (INTU) Q3 2026 Earnings Transcript
Via
The Motley Fool
Intuit Q3 Earnings Call Highlights
↗
May 20, 2026
Intuit (NASDAQ:INTU) reported fiscal third-quarter revenue growth of 10% and raised its full-year outlook, while management outlined plans to reduce the company’s full-time workforce by 17% and adjust...
Via
MarketBeat
Topics
Artificial Intelligence
Earnings
Wondering what's happening in today's after-hours session?
↗
May 20, 2026
Via
Chartmill
Intuit Stock Tumbles On Q3 Earnings, 17% Workforce Reduction
↗
May 20, 2026
Intuit posts financial results for the third quarter of fiscal 2026 after the market close on Wednesday. Here's a rundown of the report.
Via
Benzinga
TurboTax Maker Intuit Files Beat-And-Raise Report, Announces Job Cuts
↗
May 20, 2026
Financial software firm Intuit beat expectations for its fiscal third quarter and with its Q4 guidance. Intuit stock fell after the report.
Via
Investor's Business Daily
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