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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
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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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All News about Intuit
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Intuit Inc. (NASDAQ: INTU) Records 52-Week High Wednesday Morning
December 20, 2023
Via
Investor Brand Network
$100 Invested In Intuit 5 Years Ago Would Be Worth This Much Today
↗
December 19, 2023
Via
Benzinga
Intuit QuickBooks Entrepreneurship in 2024 Report: Majority of Americans Believe Starting a Business Better Way to Build Wealth Than Buying a House
December 19, 2023
From
Intuit Inc.
Via
Business Wire
Hanley Investment Group Arranges Sale of Dollar General-Anchored Shopping Center in Los Angeles County for $4.15 Million
December 19, 2023
Via
AB Newswire
This Is What Whales Are Betting On Intuit
↗
December 18, 2023
Via
Benzinga
16 Analysts Have This to Say About Intuit
↗
December 15, 2023
Via
Benzinga
Intuit Unusual Options Activity For December 14
↗
December 14, 2023
Via
Benzinga
If You Invested $1000 In This Stock 10 Years Ago, You Would Have $7,600 Today
↗
December 04, 2023
Via
Benzinga
AI Can Help Do Your Taxes: How H&R Block Utilizes Microsoft's Azure OpenAI For Customers
↗
December 14, 2023
H&R Block announced new artificial intelligence tools from MSFT for its tax prep that will come at no added costs for most plans.
Via
Benzinga
Topics
Artificial Intelligence
New Intuit QuickBooks Global Brand Campaign Celebrates How Small Businesses "Business Differently" to Achieve Their Vision of Success
December 14, 2023
From
Intuit Inc.
Via
Business Wire
Behind the Scenes of Intuit's Latest Options Trends
↗
November 28, 2023
Via
Benzinga
Where Intuit Stands With Analysts
↗
November 27, 2023
Via
Benzinga
7 AI Stocks to Turn $50,000 Into $1 Million: December 2023
↗
December 12, 2023
Explore the top AI stocks to buy offering monstrous long-term upside potential ahead for those that can stomach the volatility
Via
InvestorPlace
Topics
Artificial Intelligence
1 Magnificent Stock to Buy That Is Near Its 52-Week Low
↗
December 09, 2023
A thriving stock market is making deals harder to come by. Here is one.
Via
The Motley Fool
The 3 Best Blue-Chip Stocks to Buy in December
↗
December 05, 2023
Don't miss out on the opportunity to buy these stocks as we head into a possible, strong, year-end Santa Claus rally.
Via
InvestorPlace
Analyst U-Turn: The Rising Case for Investing in PayPal Stock Now
↗
December 03, 2023
Josh Brown called PayPal stock a value trap in August, but bought some in November. He may well have timed it right.
Via
InvestorPlace
Dow Jones Hits 2023 High, Nasdaq Slips; Tesla Cybertruck, Salesforce In Focus: Weekly Review
↗
December 01, 2023
Software earnings were strong, while the Fed is shifting toward rate cuts.
Via
Investor's Business Daily
Topics
Economy
Stocks
3 AI Stocks That Could Be Multibaggers in the Making
↗
November 30, 2023
Organizations are leaning on artificial intelligence applications from these AI stocks to drive productivity and improve business outcomes.
Via
InvestorPlace
Topics
Artificial Intelligence
Intuit Analysts Raise Their Forecasts After Earnings Beat
↗
November 29, 2023
Intuit Inc (NASDAQ: INTU) reported better-than-expected earnings for its fiscal first quarter on Tuesday.
Via
Benzinga
Intuit (INTU) Q1 2024 Earnings Call Transcript
↗
November 28, 2023
INTU earnings call for the period ending September 30, 2023.
Via
The Motley Fool
Topics
Earnings
TurboTax Maker Intuit Tops Quarterly Estimates But Misses With Outlook
↗
November 28, 2023
Financial software firm Intuit beat Wall Street's targets for its fiscal Q1 but missed estimates for the current quarter. INTU stock rose.
Via
Investor's Business Daily
Intuit Q1 Earnings: EPS Beat, Revenue Up 15%, Data And AI 'Core To Our Strategy'
↗
November 28, 2023
Intuit Inc (NASDAQ: INTU) reported fiscal first-quarter financial results Tuesday after the close.
Via
Benzinga
Topics
Artificial Intelligence
Intuit Reports Strong First Quarter Results and Reiterates Full Year Guidance
November 28, 2023
From
Intuit Inc.
Via
Business Wire
Nasdaq, S&P 500 Futures Flatline As Traders Play Waiting Game Ahead Of Key Data
↗
November 28, 2023
Trading in stock futures suggests sentiment could remain guarded yet again on Tuesday as traders gear up to receive data on consumer confidence and house prices and a slew of Fed speeches.
Via
Benzinga
Topics
Economy
Stocks
Earnings Scheduled For November 28, 2023
↗
November 28, 2023
Companies Reporting Before The Bell • Elbit Systems (NASDAQ:ESLT) is projected to report quarterly earnings at $1.70 per share on revenue of $1.45 billion.
Via
Benzinga
Investor Sentiment Declines As US Stocks Settle Lower
↗
November 28, 2023
The CNN Money Fear and Greed index showed some easing in overall market sentiment, but the index remained in the "Greed" zone on Monday. U.S. stocks closed lower on Monday, after the major averages...
Via
Benzinga
Topics
Stocks
Intuit, NetApp And 3 Stocks To Watch Heading Into Tuesday
↗
November 28, 2023
With U.S. stock futures trading mixed this morning on Tuesday, some of the stocks that may grab investor focus today are as follows:
Via
Benzinga
Intuit CEO Sasan Goodarzi to Present at Nasdaq Investor Conference
November 27, 2023
From
Intuit Inc.
Via
Business Wire
Intuit Executive Marianna Tessel to Present at UBS Global Technology Conference
November 27, 2023
From
Intuit Inc.
Via
Business Wire
Non Profit Software Market Is Booming – Gaining Revolution in Eyes of Global Exposure : Intuit, Blackbaud, Abila
November 27, 2023
Non Profit Software Comprehensive Study by Deployment Mode (On-Premises, Cloud-Based), Platform (Mac, Windows, Linux), Pricing (Monthly Subscription, Yearly Subscription, One-Time License), End-User...
Via
SBWire
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