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home
about us
Investment Approach
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Market Analysis Summary
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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
MARKET RESEARCH
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Intuit
(NQ:
INTU
)
451.29
+11.33 (+2.58%)
Streaming Delayed Price
Updated: 3:50 PM EDT, Mar 16, 2026
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3 Underappreciated Dividend Gems Primed for a Breakout
↗
July 08, 2024
These are some of the top dividend stocks to buy that can generate long-term returns for patient investors.
Via
InvestorPlace
Wall Street's Top 10 Stock Calls This Week - Saturday, July 6
↗
July 06, 2024
What has Wall Street been buzzing about this week? Here are the top 5 buy calls and the top 5 sell calls made by Wall Street's best analysts during the trading week of July 1-5, 2024.
Via
Talk Markets
Rivian Goes Vroom; FedEx Delivers
↗
July 05, 2024
We also dig into Paycor's business with a company insider.
Via
The Motley Fool
A Closer Look at Intuit's Options Market Dynamics
↗
July 05, 2024
Via
Benzinga
Intuit Shares In Focus As Analyst Puts New Subscription Model, GenAI, Tax Laws Into Perspective
↗
July 03, 2024
Intuit tax and accounting software should be a tailwind as "tax codes and regulations become increasingly complex," the analyst wrote.
Via
Benzinga
The Analyst Verdict: Intuit In The Eyes Of 12 Experts
↗
July 03, 2024
Via
Benzinga
$100 Invested In This Stock 20 Years Ago Would Be Worth $3,500 Today
↗
July 01, 2024
Via
Benzinga
Check Out What Whales Are Doing With INTU
↗
June 21, 2024
Via
Benzinga
Inflation-Beating Income: 7 Blue-Chip Stocks Raising Dividends 10%+ Annually
↗
July 02, 2024
These blue-chip dividend stocks carry considerable upside and beat inflation with their high dividend growth rates.
Via
InvestorPlace
Topics
Economy
AI's ROI
↗
July 01, 2024
We also take a look at the Gartner Hype Cycle.
Via
The Motley Fool
Topics
Artificial Intelligence
Who Wins, Who Loses? Biden and Trump Propose Very Different Tax Policies
↗
June 28, 2024
Biden and Trump have different tax policies for the American people. Trump's tax cuts for the wealthy would stay, while Biden plans to raise taxes.
Via
Benzinga
Topics
Government
7 Stocks, 5 ETFs Move On Friday As Fed's Preferred Inflation Rate Hits 3-Year Low
↗
June 28, 2024
Futures on U.S. equity indices rise slightly after Fed's favorite inflation gauge falls to lowest level since Nov 2021, increasing expectations for rate cuts. Top performers: SCCO, INTU, TD, DE, GE,...
Via
Benzinga
Topics
ETFs
Economy
Here's How Much You Would Have Made Owning Intuit Stock In The Last 15 Years
↗
June 17, 2024
Via
Benzinga
Peeling Back The Layers: Exploring Intuit Through Analyst Insights
↗
June 14, 2024
Via
Benzinga
PayPal Stock’s Path to $90: Can New CEO’s Bold Moves Deliver 52% Gains?
↗
June 27, 2024
Although PayPal stock continues to struggle, there are signs the business is moving in the right direction.
Via
InvestorPlace
Is PayPal Stock a Buy?
↗
June 26, 2024
Stocks can go nowhere slowly, then leap higher suddenly.
Via
The Motley Fool
Investors Worry How Trump Tariffs Could Further Impact Companies Reliant On Chinese Suppliers: Vulnerable Stocks 'Have Underperformed' This Year
↗
June 25, 2024
Donald Trump proposes replacing income taxes with tariffs on foreign goods, causing skepticism from experts and impacting stocks reliant on Chinese imports.
Via
Benzinga
Topics
Government
World Trade
Failure to Keep Pace with Technology Seen as Biggest Risk to Accounting Professionals, According to 2024 Intuit QuickBooks Survey
June 25, 2024
From
Intuit Inc.
Via
Business Wire
What the Options Market Tells Us About Intuit
↗
June 12, 2024
Via
Benzinga
Intuit Unusual Options Activity
↗
June 05, 2024
Via
Benzinga
US Election And Tariff Prospects Set To Threaten Internationally-Exposed Stocks, Goldman Sachs Warns
↗
June 24, 2024
Election outcome could impact USD & US firms. Betting odds favor Trump & Republican majority, which may strengthen USD & hurt intl firms.
Via
Benzinga
Topics
Government
Intuit Expands IDEAS Program and its Partnership with the Los Angeles Urban League, Offering Small Businesses Free Access to Intuit Products, Services, Business Counseling, and Coaching
June 20, 2024
From
Intuit Inc.
Via
Business Wire
3 Stunning Growth Stocks That’ll Make You Forget About AI
↗
June 16, 2024
These three growth stocks are among the top options for investors seeking revenue and earnings growth that's not reliant on AI.
Via
InvestorPlace
Intuit to Acquire Technology from Zendrive
June 13, 2024
From
Intuit Inc.
Via
Business Wire
Intuit Mailchimp Previews AI-Powered Revenue Intelligence System, Launches SMS Marketing Tools in the UK
June 13, 2024
From
Intuit Inc.
Via
Business Wire
3 Stocks to Own From the 2024 Best Companies to Work For List
↗
June 12, 2024
The best stocks to buy to outperform the markets also happen to be among the best companies to work for in America.
Via
InvestorPlace
Possible Stock Splits in 2024: 2 Artificial Intelligence (AI) Stocks Up 2,220% and 10,740% in 15 Years to Buy Now
↗
June 09, 2024
These artificial intelligence stocks could soar even higher in the years ahead.
Via
The Motley Fool
Topics
Artificial Intelligence
Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet
↗
June 07, 2024
The Benzinga Stock Whisper Index highlights five stocks that are seeing increased interest from readers during the week.
Via
Benzinga
3 S&P 500 Stocks Still Worth Buying Even After Their Recent Tumble
↗
June 06, 2024
There are a relatively small number of S&P 500 stocks to buy whose shares have tumbled by double digits over the past day, week and month.
Via
InvestorPlace
Topics
Stocks
Intuit CFO Sandeep Aujla to Present at Nasdaq Investor Conference
June 04, 2024
From
Intuit Inc.
Via
Business Wire
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