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Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
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
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
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
Quarterly Performance Reports
EVENTS
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
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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H&R Block
(NY:
HRB
)
37.89
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EDT, May 21, 2026
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All News about H&R Block
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US Stocks Set To Open Flat After Hot 7-Day Rally: Traders Sharpen Focus On Powell's Speech, Disney Earnings
↗
November 08, 2023
Stock futures indicate a subdued opening on Wednesday after several consecutive gains in major averages. Traders are eagerly awaiting Federal Reserve Chair Jerome Powell’s speech for insights into...
Via
Benzinga
Topics
Economy
For those who appreciate value investing, NYSE:HRB is a compelling option with its solid fundamentals.
↗
November 08, 2023
H&R BLOCK INC (NYSE:HRB) is probably undervalued for the fundamentals it is displaying.
Via
Chartmill
S&P 500, Nasdaq Set To Break 6-Day Rally Today? Traders Await Fed Cues, Analyst Says Seasonal Rally Has Started With Gusto
↗
November 07, 2023
Sentiment appears to have dipped after a six-session winning streak. Stock futures indicate a modestly lower opening on Tuesday as small and mid-cap earnings reports gain momentum.
Via
Benzinga
Topics
Economy
Stocks
Why NYSE:HRB qualifies as a good dividend investing stock.
↗
October 18, 2023
Exploring H&R BLOCK INC (NYSE:HRB)'s dividend characteristics.
Via
Chartmill
H&R Block Inc. (NYSE: HRB) Climbs to New 52-Week High
October 17, 2023
Via
Investor Brand Network
NYSE:HRB is probably undervalued for the fundamentals it is displaying.
↗
October 17, 2023
Despite its impressive fundamentals, H&R BLOCK INC (NYSE:HRB) remains undervalued.
Via
Chartmill
3 Unstoppable Value Stocks You Did Not Expect
October 10, 2023
This fresh list of value stocks can boost your long-term returns, bringing you closer to financial freedom. A simple checklist can help you find even more deals
Via
MarketBeat
7 Value Stocks Getting Ready to Vault Higher
↗
October 05, 2023
Value stocks to buy are back in the spotlight, providing stability and income for investors shying away from once-flying growth sectors.
Via
InvestorPlace
3 Very Promising Fintech Stocks That Will Make Early Investors Rich
↗
October 04, 2023
Fintech investments are a tricky road to navigate in today's market, but these three companies are among the best of the bunch.
Via
InvestorPlace
H&R Block's Ex-Dividend Date Is Wednesday, Here's What You Need To Know
↗
September 01, 2023
Via
Benzinga
Why H&R Block Stock Soared 11.1% This Week
↗
August 18, 2023
The company topped earnings estimates
Via
The Motley Fool
Analyst Ratings for H&R Block
↗
August 17, 2023
Via
Benzinga
3 Best Generative AI Stocks to Buy as Deep Learning Accelerates
↗
September 18, 2023
With digital innovations set to change the paradigm of efficiency, investors need to look at these generative AI stocks to buy.
Via
InvestorPlace
Topics
Artificial Intelligence
Workday, Southern Company And 2 Other Stocks Insiders Are Selling
↗
September 13, 2023
The Nasdaq 100 closed lower by over 1% on Tuesday. Investors, meanwhile, focused on some notable insider trades.
Via
Benzinga
Top 5 Consumer Stocks That May Crash In August
↗
August 30, 2023
The most overbought stocks in the consumer discretionary sector presents an opportunity to go short on these overvalued companies.
Via
Benzinga
H & R Block Beats, Sweetens Deal With Hefty Dividend Increase: Here's How To Earn $500 A Month From The Stock
↗
August 16, 2023
Shares of H & R Block Inc gained as much as 11% on Wednesday after the tax preparer issued upbeat second-quarter earnings. The company also hiked its dividend by a generous 10%.
Via
Benzinga
Analyst Boost H&R Block Price Target But Still Cautious On Long-Term Growth: Here's Why
↗
August 16, 2023
A couple of analysts boosted the price target of H&R Block Inc (NYSE: HRB) following
Via
Benzinga
Earnings Outlook For H&R Block
↗
August 14, 2023
Via
Benzinga
Goldman Sachs Reveals Long-Term AI Portfolio: Here Are The 50 Stocks To Monitor
↗
August 22, 2023
Via
Benzinga
Topics
Artificial Intelligence
Why Tower Semiconductor Are Trading Lower By Around 8%? Here Are Other Stocks Moving In Wednesday's Mid-Day Session
↗
August 16, 2023
Gainers
Via
Benzinga
H&R Block Inc. (NYSE: HRB) Highlighted for Surprising Price Action
August 16, 2023
Via
Investor Brand Network
Performance Food Group, Stride, Progressive, H&R Block And Other Big Stocks Moving Higher On Wednesday
↗
August 16, 2023
U.S. stocks traded mixed, with the Dow Jones gaining close to 100 points on Wednesday. Here are some big stocks recording gains in today’s session.
Via
Benzinga
Topics
Stocks
US Stocks Set For Muted Open As Focus Shifts To FOMC Minutes: Why This Analyst Sees Possible Year-End Rally After Likely Pause
↗
August 16, 2023
Stocks appeared to have lost the upward momentum that was seen through the first half, and sentiment remains muted ahead of the open.
Via
Benzinga
Surprise! 3 (Non-Tech) Stocks That May Get a Big AI Boost.
↗
August 15, 2023
Although much attention is paid to the innovators, these non-tech AI stocks to buy may benefit handsomely from the intelligence surge.
Via
InvestorPlace
Topics
Artificial Intelligence
H&R Block Stock Rises On Q4 Earnings Beat, Raises Dividend
↗
August 15, 2023
H&R Block, Inc. (NYSE: HRB) shares are trading higher after the company reported better-than-expected fourth-quarter results and raised its quarterly dividend.
Via
Benzinga
Topics
Earnings
US Stock Futures Falter As China's Rate Cut, Home Depot Earnings Sap Market Sentiment: Analysts Say 5-10% Pullback Is Overdue
↗
August 15, 2023
Via
Benzinga
Home Depot, Agilent Technologies And 3 Stocks To Watch Heading Into Tuesday
↗
August 15, 2023
With U.S. stock futures trading mixed this morning on Tuesday, some of the stocks that may grab investor focus today are as follows:
Via
Benzinga
Investor Optimism Falls Further Ahead Of Economic Reports
↗
August 15, 2023
The CNN Money Fear and Greed index showed further decline in overall sentiment among U.S. investors on Monday. The Nasdaq added over 1% on Monday amid a recovery in chip stocks with NVIDIA Corporation...
Via
Benzinga
Topics
ETFs
3 Artificial Intelligence Stocks Low on Risk and High on Upside
↗
August 10, 2023
As AI mania rises, it's important for investors to define what puts a stock on their list of the best artificial intelligence stocks.
Via
InvestorPlace
Topics
Artificial Intelligence
10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
↗
August 09, 2023
Via
Benzinga
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