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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
Featured Quarterly Newsletter
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Intuit
(NQ:
INTU
)
452.31
+12.35 (+2.81%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Mar 16, 2026
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Market Cap Game Show: Andy Cross vs. Emily Flippen
↗
March 14, 2024
Test your knowledge of companies' value on the stock market.
Via
The Motley Fool
Spotlight on Intuit: Analyzing the Surge in Options Activity
↗
March 14, 2024
Via
Benzinga
If You Invested $100 In This Stock 20 Years Ago, You Would Have $3,100 Today
↗
March 13, 2024
Via
Benzinga
Wall Street Favorites: 3 Long-Term Stocks with Strong Buy Ratings for March 2024
↗
March 13, 2024
Wall Street analysts are loading up on these long-term stocks. See which top growth stocks made Wall Street's list.
Via
InvestorPlace
3 Under-the-Radar Speculative Stocks to Triple Your Money in 2024
↗
March 12, 2024
These speculative stocks are capturing unique market niches and riding emergent trends but it isn't too late to invest in their future.
Via
InvestorPlace
NASDAQ:INTU may be ready to breakout.
↗
February 29, 2024
INTUIT INC is showing promising signs of setting up for a breakout.
Via
Chartmill
If You Invested $100 In This Stock 15 Years Ago, You Would Have $2,900 Today
↗
February 22, 2024
Via
Benzinga
Critical Insights From Intuit Analyst Ratings: What You Need To Know
↗
February 21, 2024
Via
Benzinga
Stealth Mode Standouts: 3 Under-the-Radar Tech Stocks Set to Soar
↗
March 12, 2024
Investors looking for under-the-radar tech stocks beyond the Magnificent Seven and chipmakers should consider these lesser known names.
Via
InvestorPlace
Beyond Nvidia: 7 Underappreciated AI Stocks to Buy Now
↗
March 10, 2024
Although digital intelligence is all the rage, these underappreciated AI stocks to buy shows you can still grab some bargains.
Via
InvestorPlace
Topics
Artificial Intelligence
The Top 7 Tech Stocks to Buy in March 2024
↗
March 07, 2024
Investors looking for an opportunity to outperform the stock market may want to consider one of these top tech stocks to buy.
Via
InvestorPlace
Hop Aboard the Growth Train: 3 Tech High-Fliers Taking Off Now
↗
March 07, 2024
Momentum investors may want to give these promising tech high-fliers to buy a closer look before the growth train starts moving.
Via
InvestorPlace
Buckle Up, Buttercup! 7 Hypergrowth Tech Stocks Revving Their Engines
↗
March 05, 2024
Growth stocks can outperform the stock market over long periods. These are some of the hypergrowth tech stocks to consider before they rally.
Via
InvestorPlace
Have Cash? 3 Stocks to Plunk Down On When the Market Inevitably Pulls Back
↗
March 05, 2024
Looking for a few stocks to buy on a pullback? These are some of the best picks to consider when a correction arrives.
Via
InvestorPlace
Super Micro, Deckers To Join S&P 500 Index
↗
March 01, 2024
They'll replace Whirlpool and Zions Bancorp on March 18.
Via
Investor's Business Daily
Topics
Stocks
Market Mavericks: 7 Growth Stocks Outshining the Giants
↗
March 01, 2024
Looking for growth stocks that are outperforming Big Tech? These are some of the promising growth stocks to consider.
Via
InvestorPlace
Intuit CFO Sandeep Aujla to Present at Morgan Stanley Technology, Media & Telecom Conference
February 28, 2024
From
Intuit Inc.
Via
Business Wire
3 Growth Stock Champions for Long-Term Gains
↗
February 28, 2024
Investors wanting to bolster their portfolio should consider these lesser known growth stocks that have strong returns.
Via
InvestorPlace
Location3 Honored with 2024 Inc. Regionals Award
February 27, 2024
Innovative leader in digital transformation for multi-unit brands achieves significant growthDENVER - Feb. 27, 2024 - PRLog -- Location3, the leader in driving digital transformation for franchise...
Via
PRLog
Salesforce stock got a boost. Is it growing off the Nvidia boom?
February 27, 2024
A new business cycle is about to make a higher ceiling for services stocks like Salesforce. Is it a good addition to your portfolio?
Via
MarketBeat
Topics
Economy
Intuit, Star Bulk Carriers, Leidos And A Big Retailer On CNBC's 'Final Trades'
↗
February 26, 2024
On CNBC’s "Halftime Report Final Trades," Kevin Simpson of Capital Wealth Planning said Walmart Inc. (NYSE: WMT) reported great earnings and increased their
Via
Benzinga
Analysts boosted Snowflake stock, big firms are buying now
February 26, 2024
Business services stocks like Snowflake could be the ones to see the next wave of investment inflows on the back of a heating labor market in the United States
Via
MarketBeat
Topics
Artificial Intelligence
Economy
Analysts Bullish On Intuit's AI Strategy Following Solid Q4 Performance
↗
February 23, 2024
Intuit Inc (NASDAQ: INTU) reported in-line revenues but managed an earnings beat in the fourth quarter.
Via
Benzinga
Topics
Artificial Intelligence
Earnings
Stock Market Rallies To Record High On Nvidia: Weekly Review
↗
February 23, 2024
The stock market rally pulled back to start the week, but roared higher as booming Nvidia earnings and guidance fueled big AI-led gains. The S&P 500 and Dow Jones hit... Read More
Via
Investor's Business Daily
Topics
Stocks
Intuit To Rally Around 14%? Here Are 10 Top Analyst Forecasts For Friday
↗
February 23, 2024
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.
Via
Benzinga
Intuit (INTU) Q2 2024 Earnings Call Transcript
↗
February 22, 2024
INTU earnings call for the period ending December 31, 2023.
Via
The Motley Fool
Topics
Earnings
TurboTax Maker Intuit Beats Earnings Goal But Disappoints With Outlook
↗
February 22, 2024
Financial software firm Intuit beat estimates for fiscal Q2 earnings but guided below views for earnings in fiscal Q3. Intuit stock fell.
Via
Investor's Business Daily
Intuit Q2 Earnings: EPS Beat, Revenue Up 11%, Soft Guidance And More
↗
February 22, 2024
Intuit said second-quarter revenue increased 11% year-over-year to $3.39 billion, which was in line with the consensus estimate. The company reported quarterly adjusted earnings of $2.63 per share,...
Via
Benzinga
Intuit Reports Strong Second Quarter Results and Reiterates Full Year Guidance
February 22, 2024
From
Intuit Inc.
Via
Business Wire
Intuit Introduces QuickBooks Solopreneur, an Easy-to-Use Financial Tool Built for One-Person Businesses
February 21, 2024
From
Intuit Inc.
Via
Business Wire
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