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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
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TAV Program
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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
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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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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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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 Reports Strong First-Quarter Results and Reiterates Full-Year Guidance
November 20, 2025
From
Intuit Inc.
Via
Business Wire
Intuit Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
↗
November 20, 2025
Via
Benzinga
Intuit Appoints Enterprise AI Leader Bill McDermott and Financial Technology Innovator Adena Friedman to Board of Directors
November 20, 2025
From
Intuit Inc.
Via
Business Wire
Earnings Scheduled For November 20, 2025
↗
November 20, 2025
Via
Benzinga
Stock Market Today: Nasdaq 100, Dow Jones Futures Rise Ahead Of Delayed September Jobs Report—Nvidia, Palo Alto, Super Micro Computer In Focus
↗
November 20, 2025
U.S. stock futures rose on Thursday after Wednesday’s advances. Futures of major benchmark indices were higher.
Via
Benzinga
Topics
Stocks
Nasdaq Gains Over 100 Points Following Release Of Fed Minutes: Fear & Greed Index Remains In 'Extreme Fear' Zone
↗
November 20, 2025
U.S. stocks settle higher on Wednesday as Fed officials are divided on interest rates, while the trade deficit shrinks.
Via
Benzinga
Topics
Economy
Walmart, Nvidia And 3 Stocks To Watch Heading Into Thursday
↗
November 20, 2025
U.S. stock futures up, Walmart, Palo Alto, Maximus expected to report earnings. Nvidia beats estimates, Intuit reports after closing bell.
Via
Benzinga
Intuit's AI Push Could Drive 'Ambitious' 20% Annual Growth Even As Consumers Feel The Squeeze: Analyst
↗
November 19, 2025
Intuit Inc (NASDAQ: INTU) heads into first quarter with strong momentum in QuickBooks and TurboTax Live.
Via
Benzinga
Topics
Artificial Intelligence
Institutions Love These 3 Companies, Should You As Well?
↗
November 19, 2025
Via
MarketBeat
What to Expect from Intuit's Earnings
↗
November 19, 2025
Via
Benzinga
Intuit (INTU) Q3 Earnings: What To Expect
November 18, 2025
Financial technology platform Intuit (NASDAQ:INTU) will be reporting results this Thursday afternoon. Here’s what investors should know.
Via
StockStory
Topics
Government
World Trade
Why Intuit’s Stock Is Rising Pre-Market Today?
↗
November 18, 2025
Intuit will spend over $100 million to accelerate its AI-driven expert platform strategy.
Via
Stocktwits
Topics
Artificial Intelligence
Credit Cards
Intuit Stock Jumps On Multi-Year Deal With OpenAI
↗
November 18, 2025
Intuit Inc (NASDAQ:INTU) shares are trading higher on Tuesday after the company announced a partnership with OpenAI.
Via
Benzinga
Top S&P500 movers in Tuesday's pre-market session
↗
November 18, 2025
Discover the top S&P500 movers in Tuesday's pre-market session and stay informed about market dynamics.
Via
Chartmill
Intuit and OpenAI Join Forces to Revolutionize Financial Intelligence, Powering Every Person, Business, and Dream with Personalized Experiences
November 18, 2025
From
Intuit Inc.
Via
Business Wire
Goodbye Nvidia, Hello Microsoft: Halvorsen's Big Q3 Hedge Fund Pivot
↗
November 17, 2025
Andreas Halvorsen of Viking Global Investors' portfolio Q3 changes included exits from Amazon, Nvidia and Qualcomm.
Via
Benzinga
Top Stocks With Earnings This Week: Nvidia, PDD And More
↗
November 17, 2025
Here's a look at the most-watched earnings reports for this week including Nvidia, PDD, Walmart, Palo Alto and more.
Via
Benzinga
Intuit and Rehmann Partner to Fuel Mid-Market Business Growth with Powerful AI-Native ERP Solution and Advisory Services
November 17, 2025
From
Intuit Inc.
Via
Business Wire
Archer Aviation Adds a Piece: What's the Value Proposition for Investors?
↗
November 17, 2025
The electric air taxi company just acquired critical Los Angeles infrastructure that competitors can't replicate.
Via
The Motley Fool
Are Wall Street Analysts Predicting Intuit Stock Will Climb or Sink?
November 16, 2025
Intuit has significantly underperformed the broader market over the past year, yet analysts remain optimistic about the stock’s longer-term prospects.
Via
Barchart.com
Intuit’s All-in-One Platform Introduces a Virtual Team of AI Agents to Help UK Businesses Increase Efficiency and Growth
November 14, 2025
From
Intuit Inc.
Via
Business Wire
Tech Sector Takes a Hit: Nasdaq's Extended Slide Signals Market Reassessment on November 13, 2025
November 13, 2025
November 13, 2025 – The technology sector of the S&P 500 (SPX) experienced a significant negative performance today, contributing to an extended slide in the Nasdaq Composite (IXIC) and sending ripples...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
If You Invested $100 In Intuit Stock 20 Years Ago, You Would Have This Much Today
↗
November 13, 2025
Via
Benzinga
Intuit and Cherry Bekaert Partner to Accelerate Mid-Market Business Growth with AI-native Technology and Advisory Services
November 13, 2025
From
Intuit Inc.
Via
Business Wire
BILL Holdings Weighs Sale As Activist Investors Turn Up The Heat
↗
November 12, 2025
BILL Holdings Inc. is exploring a potential sale due to undervalued stock, with activist investors and positive earnings driving the decision.
Via
Benzinga
AI Revolutionizes Financial Management: New Tools from Expensify, Forwardly, and Patriot Software Promise Unprecedented Efficiency
November 07, 2025
The financial technology landscape is undergoing a profound transformation with the latest wave of artificial intelligence innovations, as highlighted by a recent report from Accounting Today on...
Via
TokenRing AI
Topics
Artificial Intelligence
Credit Cards
Fraud
Wilson Asset Eliminates Stake In 805K AVTR Shares Valued At $10.8 Million
↗
November 06, 2025
Wilson Asset Eliminates Stake In 805K AVTR Shares Valued At $10.8 Million
Via
The Motley Fool
Topics
Supply Chain
Intuit’s All-in-One Agentic AI-Driven Consumer Platform Powers Year-Round Money Outcomes for Those Who Need It Most
November 06, 2025
From
Intuit Inc.
Via
Business Wire
Arnica Unveils "Arnie AI" to Secure the Future of AI-Driven Software Development
November 03, 2025
Via
PRLog
Topics
Artificial Intelligence
What's Driving the Market Sentiment Around Intuit Inc?
↗
November 03, 2025
Via
Benzinga
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