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home
about us
Investment Approach
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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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H&R Block
(NY:
HRB
)
37.89
-1.91 (-4.80%)
Official Closing Price
Updated: 4:10 PM EDT, May 21, 2026
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All News about H&R Block
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LKQ (LKQ) Reports Q4: Everything You Need To Know Ahead Of Earnings
February 19, 2025
Automotive parts company LKQ (NASDAQ:LKQ) will be reporting earnings tomorrow morning. Here’s what you need to know.
Via
StockStory
Earnings To Watch: Pool (POOL) Reports Q4 Results Tomorrow
February 19, 2025
Swimming pool distributor Pool (NASDAQ:POOL) will be reporting earnings tomorrow before market hours. Here’s what to look for.
Via
StockStory
What To Expect From Mister Car Wash’s (MCW) Q4 Earnings
February 18, 2025
Conveyorized car wash service company Mister Car Wash (NYSE:MCW) will be reporting results tomorrow after market hours. Here’s what investors should know.
Via
StockStory
Service International (SCI) Q4 Earnings Report Preview: What To Look For
February 11, 2025
Funeral services company Service International (NYSE:SCI) will be reporting earnings tomorrow afternoon. Here’s what you need to know.
Via
StockStory
This Analyst With 86% Accuracy Rate Sees More Than 18% Upside In Amazon.com, - Here Are 5 Stock Picks For Last Week From Wall Street's Most Accurate Analysts
↗
February 10, 2025
Via
Benzinga
H&R Block Q2 Earnings Assessment
↗
February 04, 2025
Via
Benzinga
Why NYSE:HRB provides a good dividend, while having solid fundamentals.
↗
January 27, 2025
Exploring H&R BLOCK INC (NYSE:HRB)'s dividend characteristics.
Via
Chartmill
Why the dividend investor may take a look at NYSE:HRB.
↗
January 03, 2025
Is H&R BLOCK INC (NYSE:HRB) a Good Fit for Dividend Investing?
Via
Chartmill
H&R Block Revenue Flat, Costs Up
↗
February 05, 2025
H&R Block reported mixed fiscal 2025 Q2 results, with revenue flat year-over-year but expenses higher than expected.
Via
The Motley Fool
Matthews (MATW) Reports Earnings Tomorrow: What To Expect
February 05, 2025
Diversified solutions provider Matthews International (NASDAQ:MATW) will be reporting results tomorrow after market hours. Here’s what you need to know.
Via
StockStory
Don't overlook NYSE:HRB—it's a hidden gem with strong fundamentals and an attractive price tag.
↗
February 05, 2025
H&R BLOCK INC has a stellar value proposition. NYSE:HRB not only scores well in profitability, solvency, and liquidity but also maintains a very reasonable price point.
Via
Chartmill
H&R Block (NYSE:HRB) Beats Q4 Sales Targets But Stock Drops
February 04, 2025
Tax preparation company H&R Block (NYSE:HRB) reported Q4 CY2024 results beating Wall Street’s revenue expectations, but sales were flat year on year at $179.1 million. The company expects the full...
Via
StockStory
H&R Block (HRB) Reports Q4: Everything You Need To Know Ahead Of Earnings
February 03, 2025
Tax preparation company H&R Block (NYSE:HRB) will be reporting results tomorrow after the bell. Here’s what you need to know.
Via
StockStory
How Is The Market Feeling About H&R Block?
↗
December 17, 2024
Via
Benzinga
$1000 Invested In H&R Block 5 Years Ago Would Be Worth This Much Today
↗
December 12, 2024
Via
Benzinga
Uncovering Dividend Opportunities with NYSE:HRB.
↗
December 12, 2024
Why H&R BLOCK INC (NYSE:HRB) provides a good dividend, while having solid fundamentals.
Via
Chartmill
Earnings Scheduled For February 4, 2025
↗
February 04, 2025
Via
Benzinga
Specialized Consumer Services Stocks Q3 Teardown: Mister Car Wash (NYSE:MCW) Vs The Rest
January 17, 2025
As the Q3 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the specialized consumer services industry, including Mister Car Wash (NYSE:MCW) and...
Via
StockStory
NYSE:HRB stands out as a stock that provides good value for the fundamentals it showcases.
↗
January 15, 2025
When you look at H&R BLOCK INC (NYSE:HRB), it's hard to ignore the strong fundamentals, especially considering its likely undervaluation.
Via
Chartmill
What PMI Data Says About the NFP Report: 3 Hidden Opportunities
January 14, 2025
The recent NFP jobs report shows a different reality than what this other important report suggests. Last time this happened, jobs were revised lower.
Via
MarketBeat
Topics
Bonds
ETFs
Economy
Three Reasons We Are Fans of H&R Block (HRB)
January 09, 2025
Since July 2024, H&R Block has been in a holding pattern, posting a small return of 2.5% while floating around $54.32. This is close to the S&P 500’s 6.1% gain during that period.
Via
StockStory
Topics
Stocks
(HRB) - Analyzing H&R Block's Short Interest
↗
November 21, 2024
Via
Benzinga
Is NYSE:HRB suited for dividend investing?
↗
November 19, 2024
Uncovering Dividend Opportunities with H&R BLOCK INC (NYSE:HRB).
Via
Chartmill
Q3 Earnings Roundup: Pool (NASDAQ:POOL) And The Rest Of The Specialized Consumer Services Segment
January 03, 2025
Looking back on specialized consumer services stocks’ Q3 earnings, we examine this quarter’s best and worst performers, including Pool (NASDAQ:POOL) and its peers.
Via
StockStory
NYSE:HRB stands out as a stock that provides good value for the fundamentals it showcases.
↗
December 24, 2024
H&R BLOCK INC (NYSE:HRB) is an undervalued gem with solid fundamentals.
Via
Chartmill
Specialized Consumer Services Stocks Q3 Results: Benchmarking H&R Block (NYSE:HRB)
December 20, 2024
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q3. Today, we are looking at specialized consumer services stocks,...
Via
StockStory
Behind SoFi's Technology Business
↗
December 11, 2024
SoFi has built a booming business in banking, but how does the technology business work and scale?
Via
The Motley Fool
NYSE:HRB appears to be flying under the radar despite its strong fundamentals.
↗
December 02, 2024
H&R BLOCK INC (NYSE:HRB): good value for what you're paying.
Via
Chartmill
Intuit Stock Tumbles As Elon Musk's DOGE Commission Eyes Simple Tax-Filing App
↗
November 19, 2024
Intuit stock fell on a report that the Trump administration is considering a plan to create a mobile app for Americans to file their taxes.
Via
Investor's Business Daily
Topics
Government
H&R Block’s 2024 Outlook on American Life Report Reveals Most American’s Income Is Outpacing Inflation But Debt Threatens Future Prosperity
November 12, 2024
The fourth annual report draws from 11.4 million tax returns and four nationwide surveys to illustrate how four generations of hardworking Americans are faring
From
HRB Tax Group, Inc.
Via
GlobeNewswire
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