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home
about us
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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
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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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Back Dated Performance Reports
Quarterly Performance Reports
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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
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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
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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
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H&R Block
(NY:
HRB
)
45.12
+0.24 (+0.53%)
Official Closing Price
Updated: 7:00 PM EDT, Sep 11, 2026
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All News about H&R Block
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US Stocks Strive To Keep Winning Run Alive As Kamala Harris Prepares To Unveil Economic Policy: Analyst Says 'Risk-On' Sentiment Will Persist Until This Event
↗
August 16, 2024
Wall Street appears on track to build on gain as expectations concerning a continued moderation in inflation and soft-landing gain ground. The major index futures point to a modestly higher open on...
Via
Benzinga
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Applied Materials, H&R Block And 3 Stocks To Watch Heading Into Friday
↗
August 16, 2024
Via
Benzinga
HRB Stock Earnings: H&R Block Beats EPS, Beats Revenue for Q4 2024
↗
August 15, 2024
HRB stock results show that H&R Block beat analyst estimates for earnings per share and beat on revenue for the fourth quarter of 2024.
Via
InvestorPlace
H&R Block Q4 Earnings: Revenue Beat, EPS Beat, Strong Guidance, $1.5B Buyback, Stock Up 9%
↗
August 15, 2024
H&R Block reported financial results for its fiscal fourth quarter after the market close on Thursday. Here's a look at the key metrics from the quarter.
Via
Benzinga
Wall Street Eyes Sixth Positive Session On Upbeat Economic Data, Bonds Fall As Traders Lose Conviction In Large Rate Cuts
↗
August 15, 2024
Thursday saw one of the most pronounced risk-on sessions in Wall Street’s rebound from the selloff earlier in the month, as investors cheered the latest economic data, suggesting that earlier recession...
Via
Benzinga
Topics
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Here's How Much You Would Have Made Owning H&R Block Stock In The Last 5 Years
↗
August 14, 2024
Via
Benzinga
How To Earn $500 A Month From H&R Block Stock Ahead Of Q4 Earnings Report
↗
August 15, 2024
To earn $500 per month from H&R Block, or $6,000 annually from dividends alone, you would need around 4,688 shares.
Via
Benzinga
S&P 500 Eyes 6th Straight Win, But Investor Sentiment Remains Cautious Ahead Of Data Deluge, Walmart Earnings And Other Key Events
↗
August 15, 2024
U.S. stocks are on track for a modestly higher start on Thursday, with the S&P 500 looking to extend the winning streak to six sessions. The ultimate trading direction of the day could hinge on a slew...
Via
Benzinga
Topics
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5 Best Of The Best Stock Picks
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August 09, 2024
5 stocks that have value, growth, momentum, and rising earnings estimates.
Via
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NYSE:HRB appears to be flying under the radar despite its strong fundamentals.
↗
August 08, 2024
H&R BLOCK INC (NYSE:HRB) is a prime example of a stock that offers more than what meets the eye in terms of fundamentals.
Via
Chartmill
(HRB) - Analyzing H&R Block's Short Interest
↗
August 05, 2024
Via
Benzinga
Analyzing NYSE:HRB's Dividend Potential.
↗
July 31, 2024
Why the dividend investor may take a look at H&R BLOCK INC (NYSE:HRB).
Via
Chartmill
If You Invested $1000 In This Stock 5 Years Ago, You Would Have $2,000 Today
↗
July 26, 2024
Via
Benzinga
Looking Into H&R Block's Recent Short Interest
↗
July 18, 2024
Via
Benzinga
EXCLUSIVE: VeeCon 2024 Announces Danica Patrick, Jerome Bettis, Paul Scheer, Mike Posner, Liquid Death CEO Mike Cessario As New Speakers
↗
July 11, 2024
VeeCon will bring the best of business, pop culture and Web3 in a multi-day conference hosted by serial entrepreneur and VeeFriends founder Gary Vaynerchuk (aka Gary Vee) for a
Via
Benzinga
Balancing Dividends and Fundamentals: The Case of NYSE:HRB.
↗
July 09, 2024
Is H&R BLOCK INC (NYSE:HRB) suited for dividend investing?
Via
Chartmill
NYSE:HRB: good value for what you're paying.
↗
July 09, 2024
H&R BLOCK INC (NYSE:HRB) is a prime example of a stock that offers more than what meets the eye in terms of fundamentals.
Via
Chartmill
Who Wins, Who Loses? Biden and Trump Propose Very Different Tax Policies
↗
June 28, 2024
Biden and Trump have different tax policies for the American people. Trump's tax cuts for the wealthy would stay, while Biden plans to raise taxes.
Via
Benzinga
Topics
Government
7 Dividend Stocks to Buy Now for Enhanced Returns
↗
June 26, 2024
These dividend stocks can round out a diversified portfolio - or anchor a value-based income investment strategy.
Via
InvestorPlace
Exploring NYSE:HRB's dividend characteristics.
↗
June 17, 2024
Why the dividend investor may take a look at H&R BLOCK INC (NYSE:HRB).
Via
Chartmill
Peering Into H&R Block's Recent Short Interest
↗
June 07, 2024
Via
Benzinga
Why NYSE:HRB provides a good dividend, while having solid fundamentals.
↗
May 27, 2024
Why H&R BLOCK INC (NYSE:HRB) provides a good dividend, while having solid fundamentals.
Via
Chartmill
In a market where value is scarce, NYSE:HRB offers a refreshing opportunity with its solid fundamentals.
↗
June 13, 2024
Don't overlook H&R BLOCK INC (NYSE:HRB)—it's a hidden gem with strong fundamentals and an attractive price tag.
Via
Chartmill
7 Small-Cap Value Stocks Leaving the S&P 500 in the Dust
↗
June 12, 2024
These small-cap value stocks remain an overlooked market segment despite their inherent strength and outperformance likelihood.
Via
InvestorPlace
Topics
Stocks
Retire on Easy Street: 3 Low-Risk Stocks for Steady Gains and Income
↗
June 04, 2024
These low-risk retirement stocks offer a unique blend of stability, growth prospects, and income for well-rounded investors.
Via
InvestorPlace
Topics
Retirement
3 Must-Buy Stocks That Could Double Your Wealth by 2030
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June 04, 2024
Discover three stocks to buy and their pursuit of rapid value creation in industrial REITs, marine transportation, and consumer services.
Via
InvestorPlace
VeeCon 2024 Speakers Announced: X CEO Linda Yaccarino, Content Creator Khaby Lame, Gary Vee Among Special Guests To Appear At Festival That Combines Business, Pop Culture, Web3
↗
May 29, 2024
For the third straight year, serial entrepreneur and VeeFriends founder Gary Vaynerchuk (aka Gary Vee) will host an annual conference that combines elements of business, pop culture
Via
Benzinga
If You Can Only Buy One Dividend Stock in May, It Better Be One of These 3 Names
↗
May 28, 2024
These dividend stocks to buy each offer long-term growth opportunities with income generation in the meantime to offset volatility.
Via
InvestorPlace
When you look at NYSE:HRB, it's hard to ignore the strong fundamentals, especially considering its likely undervaluation.
↗
May 23, 2024
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
3 High-Quality Value Stocks You Should Know
May 22, 2024
Three stocks come to fill the requirements that every value investor wants to find in a company, leading to predictable cash flows and wealth compounding
Via
MarketBeat
Topics
Economy
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