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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
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
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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
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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
)
279.31
-1.68 (-0.60%)
Streaming Delayed Price
Updated: 1:06 PM EDT, Jun 17, 2026
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Intuit’s (NASDAQ:INTU) Q1 CY2026 Earnings Results: Revenue In Line With Expectations But Stock Drops 11.8%
May 20, 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
Intuit Reports Strong Third-Quarter Results and Raises Full-Year Revenue Guidance
May 20, 2026
From
Intuit Inc.
Via
Business Wire
Top S&P500 movers in Wednesday's session
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May 20, 2026
Via
Chartmill
Explore the top gainers and losers within the S&P500 index in today's session.
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May 20, 2026
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INTUIT INC (NASDAQ:INTU) Fits Peter Lynch’s GARP Criteria
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May 11, 2026
Via
Chartmill
Intuit QuickBooks Enterprise Support: Expert Help for Your Business
↗
May 05, 2026
Via
Talk Markets
Gapping S&P500 stocks in Wednesday's session
↗
May 20, 2026
Via
Chartmill
Intuit Stock Falls After Report Says Company To Cut 17% Of Workforce
↗
May 20, 2026
Intuit (NASDAQ: INTU) shares are trading lower Wednesday after reports of a 17% workforce reduction as part of restructuring and AI push.
Via
Benzinga
Topics
Artificial Intelligence
Intuit Likely To Report Higher Q3 Earnings; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
↗
May 20, 2026
Intuit Inc. (NASDAQ: INTU) to report Q3 earnings on May 20. Analysts expect $12.57 EPS and $8.54B revenue. Stock fell 0.9% on Tuesday. Analysts have mixed ratings and accuracy rates.
Via
Benzinga
This AI Software Stock Could Be Hiding a Big Opportunity in Plain Sight
↗
May 19, 2026
This software stock has fallen hard, but its products and payments platforms could be setting up a much bigger long-term platform story.
Via
The Motley Fool
Topics
Artificial Intelligence
Dear Intuit Stock Fans, Mark Your Calendars for May 20
May 19, 2026
Investors are closely eyeing the stock which has fallen roughly 40% from its yearly high amid concerns over growth and valuation.
Via
Barchart.com
Discover the top S&P500 movers in Tuesday's pre-market session.
↗
May 19, 2026
Via
Chartmill
Intuit (INTU) Reports Q1: Everything You Need To Know Ahead Of Earnings
May 18, 2026
Financial technology platform Intuit (NASDAQ:INTU) will be reporting results this Wednesday after market close. Here’s what you need to know. Intuit beat ana...
Via
StockStory
Here's How Much $100 Invested In Intuit 20 Years Ago Would Be Worth Today
↗
May 18, 2026
Via
Benzinga
Intuit, Asana, Workiva, Paylocity, and Rapid7 Shares Are Soaring, What You Need To Know
May 15, 2026
What Happened? A number of stocks jumped in the afternoon session after President Trump's state visit to Beijing lifted market sentiment across tech, with th...
Via
StockStory
Topics
Artificial Intelligence
Government
What's going on in today's session: S&P500 movers
↗
May 15, 2026
Via
Chartmill
Is Intuit Stock Oversold Now, Finally Making It a Buy?
↗
May 15, 2026
The financial technology specialist's stock has been crushed in 2026 -- even as the underlying business keeps posting double-digit growth.
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Uncover the latest developments among S&P500 stocks in today's session.
↗
May 15, 2026
Via
Chartmill
Domo, Dynatrace, Toast, Manhattan Associates, and Intuit Shares Skyrocket, What You Need To Know
May 14, 2026
What Happened? A number of stocks jumped in the afternoon session after a robust earnings report and upgraded annual revenue forecast from networking giant C...
Via
StockStory
Topics
Artificial Intelligence
Marqeta, Toast, Dolby Laboratories, Intuit, and GoDaddy Shares Plummet, What You Need To Know
May 13, 2026
What Happened? A number of stocks fell in the afternoon session after the April PPI report sent Treasury yields to 10-month highs, with the 10-year yield ris...
Via
StockStory
Topics
Economy
Intuit Unlocks New Phase of Growth for Mid-Market Businesses, Combining Data and AI to Drive Faster, More Profitable Decisions
May 13, 2026
From
Intuit Inc.
Via
Business Wire
Affirm (AFRM) Q3 2026 Earnings Call Transcript
↗
May 08, 2026
Affirm (AFRM) Q3 2026 Earnings Call Transcript
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Workforce
Financial Advisor Exits Position in Industrial Stock, According to Latest SEC Filing
↗
May 07, 2026
Gorman-Rupp designs and manufactures engineered pump systems for industrial, municipal, and construction clients worldwide.
Via
The Motley Fool
Topics
Regulatory Compliance
Aurora Investment Council Loads Up on DORM Stock, According to Latest SEC Filing
↗
May 06, 2026
Dorman Products supplies a broad range of proprietary automotive replacement parts to retailers and distributors worldwide.
Via
The Motley Fool
Topics
Regulatory Compliance
Supply Chain
Intuit Unveils QuickBooks Workforce, Radically Transforming Human Capital Management for Small and Mid-Market Businesses
May 06, 2026
From
Intuit Inc.
Via
Business Wire
AI Is Coming for TurboTax, but This Tax Software Stock Could Still Win for Long-Term Investors
↗
May 05, 2026
How AI could disrupt tax software while boosting profits for savvy incumbents.
Via
The Motley Fool
Topics
Artificial Intelligence
2 Growth Stocks with All-Star Potential and 1 Facing Headwinds
May 05, 2026
Growth is a hallmark of all great companies, but the laws of gravity eventually take hold. Those who rode the COVID boom and ensuing tech selloff in 2022 wil...
Via
StockStory
Topics
Energy
3 Absurdly Cheap Growth Stocks to Buy in May 2026
↗
May 04, 2026
These stocks have been struggling over the past year, but their growth days are far from over.
Via
The Motley Fool
Dan Leiva’s Amplified Earns Prestigious Kirkus Review, Cementing Its Place as a Definitive AI Leadership Manual
May 01, 2026
Via
AB Newswire
Topics
Artificial Intelligence
Intuit to Announce Third-Quarter Fiscal Year 2026 Results on May 20
April 30, 2026
From
Intuit Inc.
Via
Business Wire
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