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home
about us
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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
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TAF sm Program
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Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Intuit
(NQ:
INTU
)
280.92
-0.07 (-0.02%)
Streaming Delayed Price
Updated: 11:44 AM EDT, Jun 17, 2026
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Last-minute tax tips for filers
April 03, 2026
(BPT) - April 15 is quickly approaching, so it's essential to prepare to file your taxes as soon as possible. While it's human nature to procrastinate, there are definite benefits to starting now.
Via
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Could Anthropic's Claude CoWork Say "Checkmate" to Palantir's Artificial Intelligence Platform (AIP)?
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April 03, 2026
Anthropic's Claude CoWork suite is swiftly becoming a threat to legacy enterprise software systems.
Via
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Resilience Amidst the 'SaaSpocalypse': US IPO Market Surges 47% in Q1 2026 Despite Geopolitical Volatility
April 02, 2026
The first quarter of 2026 has proven that the United States equity markets are far more durable than many analysts predicted. Despite a brutal "SaaSpocalypse" that sent software stocks into a tailspin...
Via
MarketMinute
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Economy
Applying Peter Lynch's GARP Strategy to INTUIT INC (NASDAQ:INTU)
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March 26, 2026
Via
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Intuit Inc. (NASDAQ:INTU) Emerges as a Top Affordable Growth Stock Pick
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March 23, 2026
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Your Tax Refund Is at Stake: How to Use AI Safely to Guarantee Accuracy and Maximize Your Money
March 31, 2026
(BPT) - As tax filing deadlines approach, many Americans are turning to artificial intelligence (AI) for help. While general-purpose AI tools offer quick answers, financial experts caution that for...
Via
Brandpoint
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The SaaSpocalypse of 2026: How Generative AI Broke the Software Growth Engine
March 30, 2026
The software-as-a-service (SaaS) industry, for two decades the crown jewel of the public markets, is facing a fundamental existential crisis. As of March 30, 2026, a brutal "Great Repricing" has wiped...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
GitLab, Samsara, Intuit, Workday, and Autodesk Shares Skyrocket, What You Need To Know
March 30, 2026
What Happened? A number of stocks jumped in the afternoon session after sentiment improved as President Trump indicated that the US was engaged in serious, p...
Via
StockStory
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Government
1 Mooning Stock for Long-Term Investors and 2 Facing Headwinds
March 30, 2026
Great things are happening to the stocks in this article. They’re all outperforming the market over the last month because of positive catalysts such as a ne...
Via
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Affirm: A Solid Footing or More Volatility Ahead?
↗
March 29, 2026
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MarketBeat
3 S&P 500 Stocks with Competitive Advantages
March 27, 2026
The S&P 500 (^GSPC) is full of established businesses, but only some continue to outperform the market. A few standout companies are thriving thanks to stron...
Via
StockStory
Topics
Stocks
IGV’s Unusual Options Activity Suggests Software Stocks Are at a Crossroads. Time to Go Bullish or Bearish?
March 26, 2026
One of the iShares Expanded Tech-Software Sector ETF’s call options was the eighth-highest Vol/OI ratio in Wednesday’s trading. The software ETF looks to be at a crossroads. The question is whether the...
Via
Barchart.com
Topics
Artificial Intelligence
ETFs
Stocks
$1000 Invested In Intuit 20 Years Ago Would Be Worth This Much Today
↗
March 25, 2026
Via
Benzinga
The $160 Trillion Tailwind: How the ‘Wealth Effect’ is Fueling a 2026 Consumer Resurgence
March 25, 2026
As of March 25, 2026, the U.S. economy continues to defy the gravity of "sticky" inflation, buoyed by a historic expansion of household net worth that began in 2024. Despite a Consumer Price Index...
Via
MarketMinute
Topics
Economy
Can Circle Keep Growing Even if Stablecoins Get Shackled?
↗
March 25, 2026
The stablecoin issuer faces an existential challenge.
Via
The Motley Fool
The Internet of Value: A Comprehensive Research Feature on Circle Internet Group (NYSE: CRCL)
March 25, 2026
Date: March 25, 2026 Introduction As of March 2026, the financial world finds itself at a pivotal crossroads where traditional banking rails and decentralized ledgers are finally merging. At the center...
Via
Finterra
Topics
Bonds
Economy
Initial Public Offering
LiveRamp, Sprout Social, 8x8, Intuit, and ServiceNow Stocks Trade Down, What You Need To Know
March 24, 2026
What Happened? A number of stocks fell in the afternoon session after Anthropic announced that its Claude AI assistant can now control computers to complete ...
Via
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Topics
Artificial Intelligence
Tuesday's session: gap up and gap down stock in the S&P500 index
↗
March 24, 2026
Via
Chartmill
Circle Soared Almost 60% This Year: 1 Reason It Will Grow More and 1 Reason to Be Cautious
↗
March 23, 2026
Stablecoins are here to stay, and that's good for Circle.
Via
The Motley Fool
3 of Wall Street’s Favorite Stocks with Exciting Potential
March 23, 2026
Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remember...
Via
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Circle May Be the Biggest Winner of America’s Stablecoin Shift
↗
March 22, 2026
Via
MarketBeat
From Panic to Pivot: Deutsche Bank Declares ‘Peak Fear’ in AI Software Disruption as Opportunity Emerges
March 18, 2026
In a significant shift that has sent ripples through the technology sector, Deutsche Bank AG (NYSE: DB) has officially upgraded the enterprise software industry to "Overweight," signaling an end to the...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Stay updated with the stocks that are on the move in today's after-hours session.
↗
March 17, 2026
Via
Chartmill
Movers and shakers in today's after-hours session for S&P500 stocks?
↗
March 16, 2026
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Chartmill
Which stocks are moving after the closing bell on Monday?
↗
March 16, 2026
Via
Chartmill
Intuit Stock Rises On Accelerated Buyback Reports
↗
March 16, 2026
Intuit Inc (NASDAQ: INTU) shares are climbing on Monday after the company said it will significantly speed up its share‑repurchase program.
Via
Benzinga
Just Women’s Sports Brings Fan Activation And Live Podcast Taping To Women’s Final Four
March 16, 2026
The Phoenix event will feature a Culver’s “Hall of Champions” exhibit celebrating the history of women’s basketball and a live recording of Between the Lines with Lisa Leslie presented by Inuit...
Via
PRUnderground
Intuit (INTU): Buy, Sell, or Hold Post Q4 Earnings?
March 12, 2026
What a brutal six months it’s been for Intuit. The stock has dropped 32.5% and now trades at $436, rattling many shareholders. This might have investors cont...
Via
StockStory
Intuit Stock Faces Structural Trouble Despite Optimistic Calls
↗
March 11, 2026
Intuit stock has fallen more than 50%, but our framework suggests the decline may not be over.
Via
Benzinga
Intuit Stock Has Been Crushed This Year. How Much Further Could It Fall?
↗
March 11, 2026
Intuit's underlying business is still growing nicely, but AI uncertainty and valuation risk mean investors should brace for more volatility.
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
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