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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
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Intuit
(NQ:
INTU
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452.31
+12.35 (+2.81%)
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Updated: 4:00 PM EDT, Mar 16, 2026
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Touch Down! 3 Stocks That Look a Lot More Promising After Their Successful Super Bowl Ads
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February 19, 2024
These are the stocks to buy after recent Super Bowl commercials showcased what these companies are working on.
Via
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3 Large-Cap Stocks To Buy Now And Hold Through Thick And Thin
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February 17, 2024
The bulls utilized the January CPI-based drop on Tuesday as an opportunity to buy up the first big dip of February. The 21-day moving average provided support again as investors clamor to buy stocks...
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Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet
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February 16, 2024
A look at five stocks seeing strong interest from Benzinga readers and investors and the reasons why.
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Understanding Intuit's Position In Software Industry Compared To Competitors
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February 15, 2024
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Intuit's Options Frenzy: What You Need to Know
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February 14, 2024
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PYPL Under Pressure: Is Now the Time to Bet on PayPal’s Comeback?
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February 08, 2024
PayPal has first mover advantages, but that comes with a target on its back. Today's earnings will tell us a lot.
Via
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$1000 Invested In Intuit 10 Years Ago Would Be Worth This Much Today
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February 07, 2024
Via
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3 Software Stocks to Double Your Money in the Next 24 Months
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February 02, 2024
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Assessing Intuit: Insights From 12 Financial Analysts
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January 25, 2024
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Super Bowl Commercials 2024: Complete List Of Super Bowl LVIII Ads And Companies Behind Them
↗
February 12, 2024
The complete list of Super Bowl LVIII commercials and the companies behind them, including the stock tickers.
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Intuit Opens New Atlanta Office
February 07, 2024
From
Intuit Inc.
Via
Business Wire
Move Over, Tesla: 5 Stocks That Could Take Its Place in the Magnificent Seven
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February 06, 2024
Tesla is losing its luster as a member of the Magnificent Seven in 2024. Consider one of these other high fliers to take its place.
Via
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Intuit and Khan Academy Team Up to Offer Free Financial Education to Students and Teachers
February 01, 2024
From
Intuit Inc.
Via
Business Wire
Join Tyler Perry and Soledad O’Brien for a Black History Month Conversation on “Creation, Credit & Change” in the Black Community
February 01, 2024
From
Intuit Inc.
Via
Business Wire
Intuit to Announce Second-Quarter Fiscal Year 2024 Results on Feb. 22
January 31, 2024
From
Intuit Inc.
Via
Business Wire
Wall Street Yawns At PayPal Move To Cut 9% Of Workforce Under New CEO
↗
January 31, 2024
PayPal plans to cut 9% of its workforce, or 2,500 employees, in 2024. The Q4 earnings report for PYPL stock is due on Feb. 7.
Via
Investor's Business Daily
Tax Season Is Here: Meet The New Federal Program That Can Eat Away At Tax Preparation Companies
↗
January 30, 2024
New IRS program launching for free tax filing could affect tax prep companies like H&R Block and Intuit. Market share drop could impact ETFs.
Via
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What's Going On With HubSpot Stock?
↗
January 30, 2024
HubSpot shares surge as the software giant anticipates positive financial results for Q4 2023, implements a new subscription pricing model, and joins the EU Cloud Code of Conduct.
Via
Benzinga
Did PayPal Shock the World? Here's What the Company Is Doing to Reinvent Itself and Win Over Investors.
↗
January 30, 2024
PayPal just showcased a series of new products and services revolving around artificial intelligence (AI).
Via
The Motley Fool
Topics
Artificial Intelligence
Fintech Analysis: Robinhood and Block Shine While PayPal Struggles, KeyBanc Analyst
↗
January 26, 2024
KeyBanc's fintech survey by analyst Alex Markgraff reveals a shift in consumer fintech towards monetization, highlighting the importance of long-term customer relationships. The survey indicates a...
Via
Benzinga
PYPL Stock Dips After PayPal Failed to ‘Shock the World’ at Its Innovation Day
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January 26, 2024
PayPal overpromised and underdelivered at its Innovation Day event, sending PYPL stock down and disappointing analysts.
Via
InvestorPlace
NetNow collaborates with Creditsafe to further strengthen its automated digital trade credit application platform
January 25, 2024
Via
AB Newswire
Topics
Bankruptcy
Lawsuit
Supply Chain
AT&T To Rally Around 44%? Here Are 10 Top Analyst Forecasts For Thursday
↗
January 25, 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
3 Cutting-Edge Tech Stocks Receiving Analyst Raves
↗
January 24, 2024
Discover the top analyst approved tech stocks for 2024. Stay ahead in the market with our expert analysis on the most promising tech plays.
Via
InvestorPlace
Intuit Inc. (NASDAQ: INTU) Records 52-Week High Wednesday Morning
January 24, 2024
Via
Investor Brand Network
5 Dividend Growth Superstars to Buy in 2024 and Hold Forever
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January 24, 2024
These companies are hitting their dividend growth primes, and it's the perfect time to hop on.
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7 Safe-Haven Stocks to Protect Your Portfolio During a Recession
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January 23, 2024
We may not be out of the woods yet, which means certain stable enterprises should be on your radar.
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From Bytes to Billions: 3 Software Stocks Set to Soar in 2024
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January 22, 2024
These software stocks can generate meaningful long-term gains for investors. Discover these promising tech stocks.
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PayPal's New CEO Touts Innovation Event Ahead Of Earnings Report
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January 22, 2024
PayPal on Jan. 25 plans to tout new innovations the company will bring to market in 2024. Earnings for PYPL stock are due on Feb. 7.
Via
Investor's Business Daily
Intuit, GitLab Lead Five Stocks Staging Bullish Rebounds
↗
January 20, 2024
Intuit and GitLab lead stocks that are setting up or flashing buy signals.
Via
Investor's Business Daily
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