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home
about us
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Team Biographies
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
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
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Back Dated Performance Reports
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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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Intuit
(NQ:
INTU
)
452.31
+12.35 (+2.81%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Mar 16, 2026
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The Great Sector Rotation of 2026: Why Capital is Fleeing AI Tech for the 'Old Economy'
February 05, 2026
The U.S. stock market is currently witnessing a tectonic shift in capital allocation as the "AI hype cycle" of the early 2020s gives way to the "Physical Reality" of 2026. In the first five weeks of...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Electric Vehicles
New Intuit Mailchimp Report Reveals What Marketers Overlook at the Opt-In Moment and Why It Matters
February 04, 2026
From
Intuit Inc.
Via
Business Wire
Intuit Inc. (NASDAQ:INTU) Passes Key Peter Lynch Investment Filter
↗
February 04, 2026
Via
Chartmill
JPMorgan Reportedly Highlights Investors Are Losing Faith In Software As AI Advances – Sector ‘Is Now Being Sentenced Before Trial’
↗
February 04, 2026
JPMorgan Chase & Co. said sentiment toward software companies has grown notably harsher, with valuations now punished before firms can make their case.
Via
Stocktwits
Topics
Artificial Intelligence
Earnings
PayPal’s Meltdown Triggers Rare Backlash From Opendoor, Lightspark And Meta Execs: ‘Destroyed Its Product’
↗
February 04, 2026
Executives of big tech firms have taken to X to shed light and give insights into PayPal’s disappointing run over the past few years.
Via
Stocktwits
From ADBE To MSFT To CRM, Legacy Software Stocks Get Smoked On New AI Fears — Which Look Most Attractive To Buy Now?
↗
February 03, 2026
Software business models are under threat, say analysts and investors.
Via
Stocktwits
Topics
Artificial Intelligence
If You Invested $100 In Intuit Stock 10 Years Ago, You Would Have This Much Today
↗
February 03, 2026
Via
Benzinga
Which S&P500 stocks are moving on Tuesday?
↗
February 03, 2026
Via
Chartmill
3 Top Dividend Stocks to Buy in February
↗
February 03, 2026
These world-class companies can pay you now and for years to come, raising their dividends along the way.
Via
The Motley Fool
Topics
Artificial Intelligence
Intuit Stock Falls Tuesday: What's Going On?
↗
February 03, 2026
Intuit Inc (NASDAQ:INTU) shares are plummeting on Tuesday after Oppenheimer cut its price target on the stock. Here's what you should know.
Via
Benzinga
Intuit Partners with NFL and the 49ers Foundation During Super Bowl Week to Empower Today’s Generation With Financial Literacy
February 03, 2026
From
Intuit Inc.
Via
Business Wire
Why Magnite (MGNI) Shares Are Trading Lower Today
February 03, 2026
Shares of digital advertising platform Magnite (NASDAQ:MGNI) fell 14.5% in the afternoon session after disappointing fourth-quarter results from industry bellwether Gartner sparked widespread concerns...
Via
StockStory
Topics
Artificial Intelligence
Uncover the latest developments among S&P500 stocks in today's session.
↗
February 03, 2026
Via
Chartmill
Omnicom Group, Verisk, DXC, Genpact, and Grid Dynamics Shares Plummet, What You Need To Know
February 03, 2026
A number of stocks fell in the morning session after disappointing fourth-quarter results from industry bellwether Gartner sparked widespread concerns about a slowdown in the sector. The research and...
Via
StockStory
Topics
Artificial Intelligence
Stocks
World Trade
Why QuinStreet (QNST) Shares Are Falling Today
February 03, 2026
Shares of performance marketing company QuinStreet (NASDAQ:QNST) fell 7.9% in the morning session after disappointing fourth-quarter results from industry bellwether Gartner sparked widespread concerns...
Via
StockStory
Topics
Artificial Intelligence
Supply Chain
Xerox, Accenture, IBM, Kyndryl, and Equifax Shares Are Falling, What You Need To Know
February 03, 2026
A number of stocks fell in the morning session after disappointing fourth-quarter results from industry bellwether Gartner sparked widespread concerns about a slowdown in the sector.
Via
StockStory
Topics
Artificial Intelligence
EXL and TransUnion Shares Plummet, What You Need To Know
February 03, 2026
A number of stocks fell in the morning session after disappointing fourth-quarter results from industry bellwether Gartner sparked widespread concerns about a slowdown in the sector.
Via
StockStory
Topics
Artificial Intelligence
Unity, Intuit, Twilio, Freshworks, and Procore Technologies Shares Are Falling, What You Need To Know
February 03, 2026
A number of stocks fell in the morning session after a broad sell-off swept through the software sector, driven by growing concerns about the impact of artificial intelligence.
Via
StockStory
Topics
Artificial Intelligence
Stocks
These S&P500 stocks are gapping in today's session
↗
February 03, 2026
Via
Chartmill
Inside a $4.1 Million Bet on a $25 Billion Market: Why SiteOne’s 680-Branch Scale Matters Now
↗
February 03, 2026
SiteOne Landscape Supply distributes a broad range of landscape products to professional customers across North America.
Via
The Motley Fool
Topics
Regulatory Compliance
This Protein Brand Stock Collapsed Nearly 70% in a Year, and One Fund Just Exited a $4 Million Stake
↗
February 03, 2026
BellRing Brands markets protein shakes and powders through Premier Protein and Dymatize, serving health-conscious consumers globally.
Via
The Motley Fool
Sportradar Raised Earnings Outlook but Lost a Holder in an $8.7 Million Fourth-Quarter Exit
↗
February 03, 2026
Serving bookmakers and media worldwide, Sportradar delivers sports data, analytics, and streaming solutions across the betting value chain.
Via
The Motley Fool
PayPal Turmoil At The Top: Struggling Payments Firm Hires New CEO
↗
February 03, 2026
The payments firm dived after bringing in a new CEO and missing Q4 views.
Via
Investor's Business Daily
Affirm Gets A Morgan Stanley Upgrade Ahead Of Earnings – Sees AFRM Stock’s Weakness As A ‘Compelling’ Opportunity
↗
February 03, 2026
The firm’s review suggests the challenges impacting Affirm are likely temporary and should ease over time.
Via
Stocktwits
LANY Soft World Tour 2026 Tickets On Sale Cheap – Use CITY10 Promo Code Today at CapitalCityTickets.com
February 02, 2026
Via
AB Newswire
Intuit Partners with Affirm to Provide Pay-Over-Time Offering for QuickBooks Online
February 02, 2026
From
Intuit Inc.
Via
Business Wire
Intuit Stock Is Down 24% Already In 2026. Time to Buy?
↗
January 30, 2026
Intuit is still guiding for double-digit growth in fiscal 2026, but at a meaningfully slower rate than last year.
Via
The Motley Fool
Topics
Artificial Intelligence
Intuit to Announce Second-Quarter Fiscal Year 2026 Results on Feb. 26
January 29, 2026
From
Intuit Inc.
Via
Business Wire
What's going on in today's session: S&P500 movers
↗
January 29, 2026
Via
Chartmill
Stay informed with the top movers within the S&P500 index on Thursday.
↗
January 29, 2026
Via
Chartmill
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