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home
about us
Investment Approach
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Market Analysis Summary
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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
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Featured Quarterly Newsletter
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Intuit
(NQ:
INTU
)
400.38
+10.46 (+2.68%)
Official Closing Price
Updated: 4:15 PM EDT, Apr 28, 2026
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Here's How Much $1000 Invested In Intuit 15 Years Ago Would Be Worth Today
↗
Today 18:00 EDT
Via
Benzinga
PayPal Trades at Under 10X Earnings -- Is the Stock Cheap for a Reason?
↗
Today 10:15 EDT
There are changes ahead, yet again, for this fintech legend.
Via
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What to Expect From Intuit’s Q3 2026 Earnings Report
April 24, 2026
Intuit is expected to release its fiscal 2026 third-quarter earnings in the near term, and analysts project a single-digit rise in its EPS.
Via
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Records Undone: Oil, Iran, and an AI Identity Crisis Sink Wall Street
↗
April 24, 2026
Via
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Intuit Inc. (NASDAQ:INTU) Emerges as a Peter Lynch-Style GARP Investment Candidate
↗
April 20, 2026
Via
Chartmill
Intuit Inc. (NASDAQ:INTU) Emerges as a Prime Growth at a Reasonable Price (GARP) Candidate
↗
April 17, 2026
Via
Chartmill
Last-minute tax tips for filers
April 03, 2026
(BPT) - April 15 is quickly approaching, so it's essential to prepare to file your taxes as soon as possible. While it's human nature to procrastinate, there are definite benefits to starting now.
Via
Brandpoint
Topics
Artificial Intelligence
Intuit, Freshworks, and Q2 Holdings Shares Are Falling, What You Need To Know
April 23, 2026
What Happened? A number of stocks fell in the afternoon session after quarterly results from two major companies raised fresh questions about AI's impact on ...
Via
StockStory
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Why Accenture (ACN) Shares Are Sliding Today
April 23, 2026
What Happened? Shares of global professional services company Accenture (NYSE:ACN) fell 6.7% in the afternoon session after investors grew concerned about br...
Via
StockStory
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Artificial Intelligence
IBM (IBM) Stock Trades Down, Here Is Why
April 23, 2026
What Happened? Shares of technology and consulting giant IBM (NYSE:IBM) fell 9.2% in the afternoon session after the company reported first-quarter results t...
Via
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Legendary Investor Michael Burry Is Shrugging Off the Software Apocalypse (Sort of) and Buying Salesforce Stock. Should You?
April 23, 2026
Michael Burry’s move to buy Salesforce stock highlights a potential contrarian opportunity, but investors must weigh whether AI-driven disruption risks have fully played out.
Via
Barchart.com
Topics
Artificial Intelligence
Adobe vs. Intuit: Which Beaten-Down Software Stock Is a Better Buy?
↗
April 22, 2026
Both of these market-leading software platforms have faced recent sell-offs. But one arguably looks more attractive.
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
8x8, Intuit, Okta, and Box Stocks Trade Up, What You Need To Know
April 15, 2026
What Happened? A number of stocks jumped in the afternoon session after markets benefited from a "risk-on" sentiment fueled by potential peace negotiations b...
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Topics
Artificial Intelligence
Economy
Stocks
Top S&P500 movers in Wednesday's session
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April 15, 2026
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 Wednesday.
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Uncover the latest developments among S&P500 stocks in today's session.
↗
April 15, 2026
Join us in exploring the top gainers and losers within the S&P500 index in the middle of the day on Wednesday as we examine the latest happenings in today's session.
Via
Chartmill
OpenAI Acquires Hiro Finance: The Push into Vertical AI Personal Finance
April 14, 2026
On April 14, 2026, OpenAI (Private) officially announced the acquisition of Hiro Finance, a cutting-edge startup specializing in autonomous personal finance. The deal, described by industry insiders as...
Via
MarketMinute
Topics
Artificial Intelligence
Retirement
1 Cash-Producing Stock Worth Your Attention and 2 We Avoid
April 14, 2026
Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it eff...
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CMP Media and Kore.ai Partner with Dan Leiva for Webinar on Human Judgment in the AI Era
April 13, 2026
Via
AB Newswire
Topics
Artificial Intelligence
Rapid7, Five9, and Intuit Stocks Trade Up, What You Need To Know
April 13, 2026
What Happened? A number of stocks jumped in the morning session after investors moved to buy the dip in SaaS names that had become significantly oversold ami...
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StockStory
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Economy
Stocks
Intuit Erases Four Years of Gains as AI Disruptors and Regulatory Shifts Drive Stock to Technical Lows
April 10, 2026
As of April 10, 2026, Intuit Inc. (NASDAQ:INTU) has reached a critical crossroads, with its share price plunging to a four-year technical low. Once the darling of the "sticky" Software-as-a-Service...
Via
MarketMinute
Topics
Artificial Intelligence
Why Intuit (INTU) Stock Is Down Today
April 10, 2026
What Happened? Shares of financial technology platform Intuit (NASDAQ:INTU) fell 4.3% in the afternoon session after investor concerns resurfaced about the d...
Via
StockStory
Topics
Artificial Intelligence
Software Stocks Just Had Their Worst Quarter Since 2008. What Should Investors Do Next?
April 10, 2026
Based on the IGV ETF, software stocks recently had their worst quarter since 2008.
Via
Barchart.com
Topics
ETFs
Which S&P500 stocks are moving on Thursday?
↗
April 09, 2026
Via
Chartmill
Dynatrace, Wix, Procore Technologies, Intuit, and BILL Stocks Trade Down, What You Need To Know
April 09, 2026
What Happened? A number of stocks fell in the afternoon session after Anthropic launched Managed Agents, autonomous AI systems that execute complex tasks. Tr...
Via
StockStory
Topics
Artificial Intelligence
Top S&P500 movers in Thursday's session
↗
April 09, 2026
Via
Chartmill
Intuit Completes FedNow® Service Certification to Accelerate Instant Payments for Small and Mid-Market Businesses
April 09, 2026
From
Intuit Inc.
Via
Business Wire
Here's How Much You Would Have Made Owning Intuit Stock In The Last 10 Years
↗
April 08, 2026
Via
Benzinga
Doximity, Guidewire Software, Intuit, PagerDuty, and Health Catalyst Shares Plummet, What You Need To Know
April 08, 2026
What Happened? A number of stocks fell in the afternoon session after Anthropic announced Managed Agents, a hosted service for long-running AI tasks. Investo...
Via
StockStory
Topics
Artificial Intelligence
Government
InterMountain Announces the Opening of TownePlace Suites Reno
April 06, 2026
Via
PRLog
QuickBooks Business Accelerator Course Launched by Certified ProAdvisors
April 05, 2026
Via
Press Release Distribution Service
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