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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
MARKET RESEARCH
Featured Quarterly Newsletter
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Intuit
(NQ:
INTU
)
452.24
+12.28 (+2.79%)
Streaming Delayed Price
Updated: 3:57 PM EDT, Mar 16, 2026
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Nvidia's 10% Leap Propels Tech Indexes To Record Highs; Blue Chips, Small Caps Slip: What's Driving Markets Thursday?
↗
May 23, 2024
Strong earnings and revenue guidance from Nvidia sparked a tech stock surge, with Nasdaq 100 and S&P 500 hitting record highs.
Via
Benzinga
Topics
Stocks
Intuit Gears Up For Q3 Print; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
↗
May 23, 2024
Via
Benzinga
Wall Street Braces For Strong Open On Nvidia Cheer, But Traders Wary Of Key Data: Why This Analyst Sees More Market Bullishness Near-Term
↗
May 23, 2024
Major U.S.
Via
Benzinga
Looking At Intuit's Recent Unusual Options Activity
↗
May 22, 2024
Via
Benzinga
Decoding 15 Analyst Evaluations For Intuit
↗
May 20, 2024
Via
Benzinga
Intuit Unusual Options Activity For May 16
↗
May 16, 2024
Via
Benzinga
CallRail Announces Partnership With Intuit Mailchimp
May 21, 2024
From
CallRail
Via
Business Wire
Intuit Celebrates Small Business Success Month with $20,000 Awards to Small Business Heroes
May 21, 2024
From
Intuit Inc.
Via
Business Wire
If You Invested $1000 In This Stock 10 Years Ago, You Would Have $8,200 Today
↗
May 13, 2024
Via
Benzinga
Here's How Much $100 Invested In Intuit 15 Years Ago Would Be Worth Today
↗
April 30, 2024
Via
Benzinga
Zoom, Snowflake, Intuit Face Short-Term 'Choppiness,' But Long-Term Gains Will Follow: JPMorgan
↗
May 20, 2024
Zoom, Snowflake, Intuit, and Workday have had mixed success. JP Morgan analyst remains optimistic for long-term growth, but expects short-term volatility.
Via
Benzinga
The AI Stock Underdogs: 7 Underappreciated Companies Poised for Greatness
↗
May 20, 2024
Although the usual suspects grab the digital intelligence headlines, these underappreciated AI stocks deserve a closer look.
Via
InvestorPlace
Topics
Artificial Intelligence
NVIDIA To Rally Around 30%? Here Are 10 Top Analyst Forecasts For Monday
↗
May 20, 2024
Via
Benzinga
3 S&P 500 Stocks to Sell in May Before They Crash & Burn
↗
May 12, 2024
Investors should be steering towards the off-ramp as these three S&P 500 stocks to sell are at high risk of crashing in the future.
Via
InvestorPlace
Topics
Stocks
This Is What Whales Are Betting On Intuit
↗
April 29, 2024
Via
Benzinga
This Is What Whales Are Betting On Intuit
↗
April 26, 2024
Via
Benzinga
Contractor+ App Disrupting Construction Industry Seeking Investment
May 10, 2024
Via
AB Newswire
5 Stocks to Buy Immediately, According to AI
↗
May 09, 2024
Unlock short-term opportunities with AI systems like Predictive Alpha. The system from TradeSmith says these are 5 stocks to buy.
Via
InvestorPlace
Topics
Artificial Intelligence
Is PayPal's CEO Delivering?
↗
May 07, 2024
We've also got advice for people looking for a financial advisor.
Via
The Motley Fool
Investing in This High-Yield ETF Could Turn $500 Per Month Into $42,650 in Annual Passive Income
↗
May 07, 2024
This ETF could be a passive income machine.
Via
The Motley Fool
Topics
ETFs
3 Growth Stocks You’ll Kick Yourself for Not Buying Today
↗
May 03, 2024
Netflix, Intuit, and Vertex Pharmaceuticals are three growth stocks to buy, each positioned for significant market share and returns.
Via
InvestorPlace
Stock Market Crash Alert: 7 Must-Buy Stocks When Prices Plunge
↗
May 03, 2024
These stocks to buy for a market crash can deliver impressive long-term returns for investors. Monitor these stocks for any dips.
Via
InvestorPlace
Intuit Appoints Vasant Prabhu, Former CFO and Vice Chairman of Visa, to its Board of Directors
May 02, 2024
From
Intuit Inc.
Via
Business Wire
Possible Stock Splits in 2024: 2 Growth Stocks Up 437% and 541% in 7 Years to Buy Now, According to Wall Street
↗
May 02, 2024
These potential stock-split stocks could help patient investors turn a profit in the market.
Via
The Motley Fool
Intuit Celebrates Fourth Annual Small Business Success Month in May
May 01, 2024
From
Intuit Inc.
Via
Business Wire
Intuit to Announce Third-Quarter Fiscal Year 2024 Results on May 23
April 30, 2024
From
Intuit Inc.
Via
Business Wire
PayPal Earnings Due As Wall Street Waits For Turnaround
↗
April 29, 2024
PayPal stock has gained in 2024 ahead of the company's Q1 earnings report as its new CEO, Alex Chriss, faces a tough turnaround job.
Via
Investor's Business Daily
April Recap: Cloud Computing (SaaS) Portfolio Down 6% In April, Up 2.5% This Week
↗
April 29, 2024
The cloud computing SaaS market is expected to grow by a CAGR of 11.7% between now and 2030. A continued major increase is expected in 2024.
Via
Talk Markets
PayPal: Buy, Sell, or Hold?
↗
April 28, 2024
PayPal is down 79% from its all-time high and has never been cheaper. Should investors buy it as it undergoes a transition year?
Via
The Motley Fool
After Holding for Nearly 9 Years, I Just Sold PayPal Stock: Here's What I'm Buying Instead
↗
April 28, 2024
This other stock has an easier and more immediate path to strong returns.
Via
The Motley Fool
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