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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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Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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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
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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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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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Intuit
(NQ:
INTU
)
450.32
+10.36 (+2.35%)
Streaming Delayed Price
Updated: 11:18 AM EDT, Mar 16, 2026
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Intuit Stock Drops Sharply on Profit Concerns: Is It a Buy?
August 26, 2024
Intuit stock is down sharply as investors are concerned about the company’s earnings guidance; however, analysts remain bullish on the company's AI investment.
Via
MarketBeat
Topics
Artificial Intelligence
Stock Of The Day: Intuit Confirms Old Adage Of 'Sell At Former Peaks'
↗
August 23, 2024
'Sell at former peaks' is an old saying and it may be good advice. Stocks tend run into resistance at levels that had been peaks before.
Via
Benzinga
Dow, Nasdaq Head For Weekly Wins With Triple-Digit Gains
↗
August 23, 2024
The Dow Jones Industrial Average and Nasdaq Composite Index are both sporting strong triple-digit midday leads, while the S&P 500 Index sits higher as well.
Via
Talk Markets
Topics
Stocks
Intuit Stock Drops As Investors Parse Guidance, Long-Term Growth Targets
↗
August 23, 2024
Intuit stock fell Friday as investors focused on the company's current-quarter guidance, which missed views because of an accounting change.
Via
Investor's Business Daily
Why Intuit Shares Are Moving Lower On Friday
↗
August 23, 2024
Intuit reported 2024 fiscal year fourth quarter earnings and issued 2025 fiscal year first quarter EPS guidance below estimates.
Via
Benzinga
Intuit Analysts Boost Their Forecasts After Upbeat Results
↗
August 23, 2024
Via
Benzinga
Intuit's Options: A Look at What the Big Money is Thinking
↗
August 20, 2024
Via
Benzinga
$100 Invested In This Stock 10 Years Ago Would Be Worth $800 Today
↗
August 19, 2024
Via
Benzinga
Intuit Stock Falls After 'Solid' Earnings, Analysts Say AI Investments Will 'Yield Dividends'
↗
August 23, 2024
Intuit Inc (NASDAQ: INTU) shares tanked despite upbeat quarterly results. Analysts reiterated Buy ratings with higher price targets and positive outlook.
Via
Benzinga
Topics
Artificial Intelligence
Crude Oil Gains 2%; Intuit Reports Upbeat Results
↗
August 23, 2024
Via
Benzinga
Stock Market Rallies As Powell Confirms Rate Cuts; Palo Alto, Cava, Target Jump: Weekly Review
↗
August 23, 2024
Palo Alto and Cava were among the earnings winners.
Via
Investor's Business Daily
Intuit Beats Q4 Earnings: AI, Dividends, and a Growth Strategy
August 23, 2024
Intuit exceeded expectations with strong Q4 and full-year earnings, driven by growth in its small business and consumer segments and strategic investments.
Via
MarketBeat
Topics
Artificial Intelligence
Breaking Down Intuit: 14 Analysts Share Their Views
↗
August 16, 2024
Via
Benzinga
Ross Stores To Rally Around 25%? Here Are 10 Top Analyst Forecasts For Friday
↗
August 23, 2024
Via
Benzinga
Intuit, Ross Stores And 3 Stocks To Watch Heading Into Friday
↗
August 23, 2024
Via
Benzinga
Markets Take A Breather Ahead Of Jackson Hole Address
↗
August 22, 2024
Market indexes started the trading session in the green this morning, but steadily ran out of steam as the day wore on. Once afternoon lows had been established in the Dow and S&P 500, they leveled off...
Via
Talk Markets
Topics
Stocks
INTU Stock Earnings: Intuit Beats EPS, Beats Revenue for Q4 2024
↗
August 22, 2024
INTU stock results show that Intuit beat analyst estimates for earnings per share and beat on revenue for the fourth quarter of 2024.
Via
InvestorPlace
Intuit (INTU) Q4 2024 Earnings Call Transcript
↗
August 22, 2024
INTU earnings call for the period ending June 30, 2024.
Via
The Motley Fool
Topics
Earnings
Intuit Q4 Earnings: Revenue Beat, EPS Beat, Adds $3B To Buyback, Progress On AI-Driven Strategy And More
↗
August 22, 2024
Intuit reported fourth-quarter revenue of $3.18 billion, beating the consensus estimate of $3.08 billion.
Via
Benzinga
TurboTax Maker Intuit Rings Up Quarterly Beat, Guides Higher For Year
↗
August 22, 2024
Financial software firm Intuit beat estimates for its fiscal Q4 and guided higher than views for the current fiscal year. Intuit stock rose.
Via
Investor's Business Daily
Intuit Reports Strong Fourth Quarter and Full Year Results; Sets Fiscal 2025 Guidance With Double Digit Revenue and Earnings Growth
August 22, 2024
From
Intuit Inc.
Via
Business Wire
US Stocks Fall As Dollar, Treasury Yields Rise Ahead Of Fed's Jackson Hole; Oil Rebounds: What's Driving Markets Thursday?
↗
August 22, 2024
Wall Street faced a downturn on Thursday as traders exercised caution ahead of Federal Reserve Chair Jerome Powell’s speech at the Jackson Hole Symposium on Friday.
Via
Benzinga
Topics
Economy
US Stocks Poised For Tepid Start Ahead Of Private Sector Activity Data And Jackson Hole Symposium: Analyst Says Market Is Focused On Nvidia Earnings And 'Waiting Is The Hardest Part'
↗
August 22, 2024
Index futures trading point to a slightly positive start on Thursday, with some key Main Street data likely directing the market. Sentiment could remain guarded as traders look ahead to the 3-day...
Via
Benzinga
Topics
Economy
S&P 500, Nasdaq Surge After Fed Minutes Point To Likely Rate Cut In September: Fear & Greed Index Remains In 'Neutral' Zone
↗
August 22, 2024
Via
Benzinga
Topics
Economy
Stocks
BJ's Wholesale, Williams-Sonoma And 3 Stocks To Watch Heading Into Thursday
↗
August 22, 2024
Via
Benzinga
Forget Mastercard: Buy This Magnificent Payments Stock Instead
↗
August 20, 2024
I'm a fan of the big payment processing networks, but this stock looks like a tremendous value.
Via
The Motley Fool
7 Growth Stocks to Buy on Encouraging Earnings Results
↗
August 15, 2024
Positive earnings reports show some of the top growth stocks to buy that can deliver exceptional long-term returns for investors.
Via
InvestorPlace
Intuit Faces Growing Risks in TurboTax and QuickBooks: Morgan Stanley Analyst
↗
August 14, 2024
INTU stock downgraded by Morgan Stanley analyst due to increased volatility and risks in business, leading to premium multiple compression.
Via
Benzinga
TJX To Rally Over 15%? Here Are 10 Top Analyst Forecasts For Wednesday
↗
August 14, 2024
Via
Benzinga
7 Generative AI Stocks That Are Worth Picking Up NOW
↗
August 13, 2024
While the tech sector fallout panicked investors, now’s also the time to consider enticing generative AI stocks to grab on discount.
Via
InvestorPlace
Topics
Artificial Intelligence
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