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home
about us
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Firm ADV PDFs
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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
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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
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
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H&R Block
(NY:
HRB
)
39.80
+0.99 (+2.55%)
Official Closing Price
Updated: 4:10 PM EDT, May 20, 2026
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A Look at H&R Block's Upcoming Earnings Report
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August 11, 2025
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H&R Block (HRB) Reports Earnings Tomorrow: What To Expect
August 10, 2025
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May 29, 2025
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Earnings Scheduled For May 7, 2025
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May 07, 2025
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2 Reasons to Like HRB and 1 to Stay Skeptical
August 04, 2025
H&R Block has been treading water for the past six months, recording a small return of 1% while holding steady at $55.
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July 23, 2025
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Here's How Much You Would Have Made Owning H&R Block Stock In The Last 5 Years
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July 21, 2025
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H&R BLOCK INC (NYSE:HRB) – A Reliable Dividend Stock Worth Considering
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July 16, 2025
H&R Block (NYSE:HRB) offers a reliable dividend with a sustainable payout, strong profitability, and reasonable valuation, making it a solid pick for income investors.
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Here's How Much You Would Have Made Owning H&R Block Stock In The Last 5 Years
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June 19, 2025
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H&R BLOCK INC (NYSE:HRB) - A Reliable Dividend Stock Worth Considering
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June 19, 2025
H&R BLOCK INC (NYSE:HRB) offers a reliable 2.68% dividend yield, strong profitability, and sustainable payouts, making it a solid choice for dividend investors.
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June 13, 2025
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H&R BLOCK INC (NYSE:HRB) – A Reliable Dividend Stock Worth Considering
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May 28, 2025
H&R Block (NYSE:HRB) offers a reliable 2.58% dividend yield, strong profitability, and reasonable valuation, making it a solid pick for dividend investors.
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Q1 Earnings Highlights: H&R Block (NYSE:HRB) Vs The Rest Of The Specialized Consumer Services Stocks
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H&R Block’s (NYSE:HRB) Q1 Sales Beat Estimates
May 07, 2025
Tax preparation company H&R Block (NYSE:HRB) announced better-than-expected revenue in Q1 CY2025, with sales up 4.2% year on year to $2.28 billion. The company expects the full year’s revenue to be...
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Why H&R BLOCK INC (NYSE:HRB) is a Top Pick for Dividend Investors.
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May 07, 2025
Why H&R BLOCK INC (NYSE:HRB) provides a good dividend, while having solid fundamentals.
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H&R Block (HRB) To Report Earnings Tomorrow: Here Is What To Expect
May 06, 2025
Tax preparation company H&R Block (NYSE:HRB) will be announcing earnings results tomorrow after the bell. Here’s what investors should know.
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When you look at H&R BLOCK INC (NYSE:HRB), it's hard to ignore the strong fundamentals, especially considering its likely undervaluation.
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April 22, 2025
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April 21, 2025
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April 14, 2025
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March 13, 2025
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March 01, 2025
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Most consumer discretionary businesses succeed or fail based on the broader economy. Thankfully for the industry, demand trends seem to be healthy as discretionary stocks have gained 6.1% over the past...
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