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home
about us
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Firm ADV PDFs
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Event Schedule
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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
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Intuit
(NQ:
INTU
)
651.80
+0.65 (+0.10%)
Streaming Delayed Price
Updated: 11:09 AM EST, Jan 8, 2026
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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
United States Steel, Applovin And Ulta Beauty Are Among Top Large-Cap Gainers Last Week (May 26-May 30): Are The Others In Your Portfolio?
↗
June 01, 2025
Top performing large-cap stocks last week: X, U, VEEV, BWXT, ULTA, RDDT, HOLX, INTU, HEI, and APP. Do you have them in your portfolio?
Via
Benzinga
Here's How Much $100 Invested In Intuit 5 Years Ago Would Be Worth Today
↗
May 29, 2025
Via
Benzinga
Is the Market Bullish or Bearish on Intuit?
↗
May 26, 2025
Via
Benzinga
Intuit, Axon Enterprise, Vertiv And More On CNBC's 'Final Trades'
↗
May 29, 2025
Via
Benzinga
Intuit Announces National Winners of 2025 Intuit Hour of Finance Challenge
May 29, 2025
From
Intuit Inc.
Via
Business Wire
Should You Forget Palantir? This Wide-Moat AI Stock Is a Better Buy
↗
May 28, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
INTU Q1 Earnings Call: Missed Revenue Expectations, AI and Platform Initiatives Drive Outlook
May 28, 2025
Tax and accounting software provider, Intuit (NASDAQ:INTU) missed Wall Street’s revenue expectations in Q1 CY2025, but sales rose 15.1% year on year to $7.75 billion. Its non-GAAP EPS of $11.65 per...
Via
StockStory
Topics
Artificial Intelligence
Why Intuit Stock Topped the Market on Tuesday
↗
May 27, 2025
Via
The Motley Fool
3 Software Stocks in the Doghouse
May 27, 2025
Software is rapidly reducing operating expenses for businesses. In the past, the undeniable tailwinds fueling SaaS companies led to lofty valuation multiples that made it easier to raise capital. But...
Via
StockStory
Topics
Artificial Intelligence
Stocks
1 Surging Stock to Keep an Eye On and 2 to Think Twice About
May 27, 2025
Exciting developments are taking place for the stocks in this article. They’ve all surged ahead of the broader market over the last month as catalysts such as new products and positive media coverage...
Via
StockStory
Bill.com (BILL): Buy, Sell, or Hold Post Q1 Earnings?
May 26, 2025
Bill.com has gotten torched over the last six months - since November 2024, its stock price has dropped 52.2% to $44.40 per share. This might have investors contemplating their next move.
Via
StockStory
Buy the Spike in Intuit Stock After Earnings?
↗
May 25, 2025
Spiking +8%, Intuit stock made headlines after comfortably exceeding expectations for its fiscal third quarter after-market hours on Thursday.
Via
Talk Markets
Intuit Options Trading: A Deep Dive into Market Sentiment
↗
May 23, 2025
Via
Benzinga
Intuit's AI Strategy, Upmarket Gains Fuel Analyst Optimism Following Strong Earnings
↗
May 23, 2025
Analysts raise ratings for Intuit Inc (INTU) after strong Q3 results, with revenue of $7.75 billion (+15%) and EPS of $11.65 (+$0.70), beating estimates. They expect continued momentum and growth in...
Via
Benzinga
Topics
Artificial Intelligence
Intuit CFO Sandeep Aujla to Present at the Jefferies Public Technology Conference
May 23, 2025
From
Intuit Inc.
Via
Business Wire
Intuit Inc. Stock: Surges Over 8% After Strong Q3 And Raised Full-Year Guidance
↗
May 23, 2025
Via
Talk Markets
Discover which S&P500 stocks are making waves on Friday.
↗
May 23, 2025
Wondering what's happening in today's session for the S&P500 index? Stay informed with the top movers within the S&P500 index on Friday.
Via
Chartmill
10 Information Technology Stocks With Whale Alerts In Today's Session
↗
May 23, 2025
Via
Benzinga
Stocks, Bitcoin Fall On Trump's Tariff Threats, Gold Rallies: What's Driving Markets Friday?
↗
May 23, 2025
Wall Street stumbled midday Friday, shaken by a fresh wave of trade war fears after President Donald Trump proposed aggressive new tariffs on Apple Inc. (NASDAQ:AAPL)
Via
Benzinga
Topics
Government
World Trade
Which S&P500 stocks have an unusual volume on Friday?
↗
May 23, 2025
Let's have a look at what is happening on the US markets on Friday. Below you can find the S&P500 stocks with an unusual volume in today's session.
Via
Chartmill
Intuit (INTU) Shares Skyrocket, What You Need To Know
May 23, 2025
Shares of tax and accounting software provider, Intuit (NASDAQ:INTU) jumped 7.6% in the afternoon session after the company reported an impressive "beat and raise" quarter as it upped its full-year EPS...
Via
StockStory
Topics
Artificial Intelligence
Friday's session: top gainers and losers in the S&P500 index
↗
May 23, 2025
Let's have a look at what is happening on the US markets in the middle of the day on Friday. Below you can find the top S&P500 gainers and losers in today's session.
Via
Chartmill
Intuit Stock Is Rising Friday: What's Going On?
↗
May 23, 2025
Intuit stock is trading higher on Friday after the company reported better-than-expected third-quarter financial results on Thursday after the market closed.
Via
Benzinga
Why Intuit Stock Was Moving Higher Today
↗
May 23, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
These Analysts Boost Their Forecasts On Intuit Following Better-Than-Expected Results
↗
May 23, 2025
Via
Benzinga
Tesla To Rally Around 47%? Here Are 10 Top Analyst Forecasts For Friday
↗
May 23, 2025
Via
Benzinga
Gold Gains Over 1%; Ross Stores Shares Dip After Pulling Fiscal 2026 Outlook
↗
May 23, 2025
Via
Benzinga
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