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Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
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Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
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Tamar Advisors
Own Your Practice
Letter to Clients
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contact us
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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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
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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
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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
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Additional Information
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Event Schedule
Market Value Securities (MVS sm) Presentation
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Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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Intuit
(NQ:
INTU
)
633.84
+4.38 (+0.70%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 5, 2026
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All News about Intuit
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Spotlight on Intuit: Analyzing the Surge in Options Activity
↗
July 01, 2025
Via
Benzinga
Intuit Introduces Ground-Breaking Virtual Team of AI Agents to Fuel Growth for Businesses
July 01, 2025
From
Intuit Inc.
Via
Business Wire
3 Red-Hot Growth Stocks to Buy in 2025
↗
June 30, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Government
World Trade
$100 Invested In Intuit 20 Years Ago Would Be Worth This Much Today
↗
June 26, 2025
Via
Benzinga
BofA Sees $155 Billion Agentic AI Boom By 2030, Names Key Beneficiaries
↗
June 24, 2025
Bank of America Securities analyst believes industry analysts are underestimating the potential of AI agents, predicting $155B in spending by 2030.
Via
Benzinga
Topics
Artificial Intelligence
Microsoft Stock Carves Record High On Agentic AI Leadership
↗
June 24, 2025
Microsoft stock on Tuesday hit its fourth all-time high in as many trading sessions. The software giant is a leader in agentic AI.
Via
Investor's Business Daily
Topics
Artificial Intelligence
10 Stock Splits Investors Could See Happen by 2026
↗
June 22, 2025
Via
The Motley Fool
Topics
Initial Public Offering
What's Driving the Market Sentiment Around Intuit?
↗
June 19, 2025
Via
Benzinga
Which S&P500 stocks are gapping on Wednesday?
↗
June 18, 2025
Stay tuned for the market movements in the S&P500 index on Wednesday. Check out the gap up and gap down stocks in the S&P500 index during today's session.
Via
Chartmill
Finance and HR Software Stocks Q1 Teardown: Intuit (NASDAQ:INTU) Vs The Rest
June 16, 2025
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how finance and HR software stocks fared in Q1, starting with...
Via
StockStory
Billionaire Terry Smith, "the English Warren Buffett," Is Selling Meta Platforms and Microsoft and Buying This Stock That's Trouncing the Market in 2025
↗
June 16, 2025
It's not too late to buy into the latest addition to Smith's hedge fund portfolio.
Via
The Motley Fool
Topics
Artificial Intelligence
Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet
↗
June 14, 2025
The Benzinga Stock Whisper Index highlights five stocks seeing increased interest from readers during the week and a look at the potential catalysts driving the attention.
Via
Benzinga
Forecasting The Future: 23 Analyst Projections For Intuit
↗
June 13, 2025
Via
Benzinga
2 of Wall Street’s Favorite Stocks to Consider Right Now and 1 to Keep Off Your Radar
June 13, 2025
Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings,...
Via
StockStory
Lake Gamp – Architect of Scalable Media Intelligence
June 12, 2025
Via
Get News
Intuit Mailchimp Unveils Powerful New Suite of Tools at FWD: London to Help Businesses Unlock Their Customer Data
June 12, 2025
From
Intuit Inc.
Via
Business Wire
3 Mid-Cap Stocks Walking a Fine Line
June 11, 2025
Mid-cap stocks often strike the right balance between having proven business models and market opportunities that can support $100 billion corporations. However, they face intense competition from...
Via
StockStory
Q1 Earnings Highlights: Bill.com (NYSE:BILL) Vs The Rest Of The Finance and HR Software Stocks
June 09, 2025
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how finance and hr software stocks fared in Q1, starting with...
Via
StockStory
Here's How Much You Would Have Made Owning Intuit Stock In The Last 15 Years
↗
June 09, 2025
Via
Benzinga
1 Mooning Stock with Exciting Potential and 2 to Think Twice About
June 09, 2025
Each stock in this article is trading near its 52-week high. These elevated prices usually indicate some degree of investor confidence, business improvements, or favorable market conditions.
Via
StockStory
Two Best Stock List Names Hit A New High: Which Other Stocks Just Came On – And Off – IBD's Top Stock Screens?
↗
June 05, 2025
Despite a dull day for market overall Intuit, a frequent visitor to IBD best stock lists, and Lincoln Educational Services hit a new high.
Via
Investor's Business Daily
3 Mega-Cap Stocks to Research Further
June 05, 2025
"Too big to fail" is how we would describe the megacap stocks in this article today. While they will likely stand the test of time, it’s not all sunshine and rainbows as their scale can limit their...
Via
StockStory
Topics
Supply Chain
Intuit's AI Boom: Stock Soaring, But Should Investors Hit Pause?
June 04, 2025
Intuit's stock demonstrates growth fueled by its advanced AI strategy and strong financial performance, positioning it well for future innovation.
Via
MarketBeat
Topics
Artificial Intelligence
ZI Q1 Earnings Call: Upmarket Expansion and AI Product Launches Drive Strategic Shift
June 04, 2025
Sales intelligence platform ZoomInfo missed Wall Street’s revenue expectations in Q1 CY2025, with sales falling 1.4% year on year to $305.7 million. Its non-GAAP profit of $0.23 per share was in line...
Via
StockStory
Topics
Artificial Intelligence
Intuit Executive Marianna Tessel to Present at the Mizuho Technology Conference
June 03, 2025
From
Intuit Inc.
Via
Business Wire
Intuit CEO Sasan Goodarzi to Present at the Nasdaq Investor Conference in Partnership with Jefferies
June 03, 2025
From
Intuit Inc.
Via
Business Wire
Intuit Supercharges GenOS for Delivery of Done-for-You Agentic AI Experiences to ~100 Million Consumers, Businesses
June 03, 2025
From
Intuit Inc.
Via
Business Wire
1 Unprofitable Stock with Exciting Potential and 2 to Brush Off
June 03, 2025
Running at a loss can be a red flag. Many of these businesses face mounting challenges as competition increases and funding becomes harder to secure.
Via
StockStory
Numbers Cruncher Intuit Joins Elite Big Cap 20. Which Other Stocks Just Came On – And Off – IBD's Top Stock Screens?
↗
June 02, 2025
Business and tax software giant Intuit hit a new high Monday and joined the Big Cap 20. It was one of nine stocks named to IBD stocks lists.
Via
Investor's Business Daily
3 Market-Beating Stocks to Keep an Eye On
June 02, 2025
The best-performing stocks typically have robust sales growth, increasing margins, and rising returns on capital, and those that can maintain this trifecta year in and year out often become the legends...
Via
StockStory
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