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home
about us
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Firm ADV PDFs
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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
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
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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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FIP
Event Schedule
TAM
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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
)
282.45
+1.46 (+0.52%)
Streaming Delayed Price
Updated: 10:14 AM EDT, Jun 17, 2026
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PayPal Is Yesterday's News. Is This Fintech the Better Buy?
↗
Today 6:05 EDT
PayPal hasn't gone away, but the brand is stale. Meanwhile, this company is turning heads.
Via
The Motley Fool
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Intuit, Inc. - INTU
June 16, 2026
From
Pomerantz LLP
Via
GlobeNewswire
$100 Invested In Intuit 20 Years Ago Would Be Worth This Much Today
↗
June 16, 2026
Via
Benzinga
Intuit, Adobe, Zscaler, Workday Plunge Amid SaaSpocalypse Fears: Buy The Dip?
↗
June 14, 2026
Some popular software stocks like Intuit, Adobe, Zscaler and Workday have plunged amid SaaSpocalypse fears. Is it safe to buy the dip?
Via
Benzinga
Intuit (NASDAQ:INTU): A GARP Opportunity with Strong Growth and Low Valuation
↗
June 10, 2026
Via
Chartmill
Intuit Reports Q3 2026 Results: Full Earnings Call Transcript
↗
June 11, 2026
Via
Benzinga
Topics
Earnings
Intuit's Stock Price Plunge Represents a Golden Buying Opportunity
↗
June 10, 2026
The fintech company's fundamentals remain solid.
Via
The Motley Fool
Topics
Artificial Intelligence
QuickBooks Update Gets Stuck Every Time? Try These Proven Fixes
↗
June 10, 2026
Why QuickBooks Updates Get Stuck During Download or InstallationQuickBooks Desktop updates are essential for maintaining software security, improving perfo
Via
Talk Markets
Twilio, RingCentral, and Intuit Stocks Trade Down, What You Need To Know
June 09, 2026
What Happened? A number of stocks fell in the afternoon session after Anthropic released new models (Claude Fable 5 and Claude Mythos 5) which were described...
Via
StockStory
Topics
Artificial Intelligence
Government
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Intuit, Inc. - INTU
June 09, 2026
From
Pomerantz LLP
Via
GlobeNewswire
Finance and HR Software Stocks Q1 Recap: Benchmarking Intuit (NASDAQ:INTU)
June 08, 2026
Earnings results often indicate what direction a company will take in the months ahead. With Q1 behind us, let’s have a look at Intuit (NASDAQ:INTU) and its ...
Via
StockStory
Intuit Investigation Initiated: Kahn Swick & Foti, LLC Investigates Claims On Behalf of Investors of Intuit Inc. - INTU
June 08, 2026
From
Kahn Swick & Foti, LLC
Via
Business Wire
Bragar Eagel & Squire, P.C. is Investigating Intuit Inc. on Behalf of Intuit Stockholders and Encourages Investors to Contact the Firm
June 05, 2026
From
Bragar Eagel & Squire
Via
GlobeNewswire
INTU Alert: BFA Law Reminds Intuit Investors that Suffered Losses of its Pending Securities Fraud Investigation into 20% Stock Drop
June 04, 2026
From
Bleichmar Fonti & Auld LLP
Via
Business Wire
Intuit Executive Mark Notarainni to Present at the Mizuho Technology Conference
June 03, 2026
From
Intuit Inc.
Via
Business Wire
Intuit CFO Sandeep Aujla to Present at the Nasdaq Investor Conference
June 03, 2026
From
Intuit Inc.
Via
Business Wire
Chicago Managed IT Services Provider Computerease Named to Inc. 5000 List
June 03, 2026
Via
GetFeatured
INTU Investors Have Opportunity to Join Intuit Inc. Fraud Investigation with the Schall Law Firm
June 03, 2026
From
Schall Law
Via
GlobeNewswire
2 Large-Cap Stocks to Research Further and 1 We Turn Down
June 03, 2026
Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence. With such vast footprints, however, finding new are...
Via
StockStory
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Intuit, Inc. - INTU
June 02, 2026
From
Pomerantz LLP
Via
GlobeNewswire
Uncover the latest developments among S&P500 stocks in today's session.
↗
June 02, 2026
Via
Chartmill
Intuit Stock Slides After Goldman Downgrades To Sell
↗
June 02, 2026
Intuit Inc (NASDAQ:INTU) shares are under pressure on Tuesday as the stock moves lower following a downgrade from Goldman Sachs.
Via
Benzinga
Workday and Sprout Social Shares Are Falling, What You Need To Know
June 02, 2026
What Happened? A number of stocks fell in the afternoon session after investors took profits following a significant rally the previous day. Software stocks ...
Via
StockStory
Topics
Artificial Intelligence
ETFs
Initial Public Offering
St. Louis Managed IT Services Provider Computerease Named to Inc. 5000 List
June 02, 2026
Via
GetFeatured
Top S&P500 movers in Tuesday's session
↗
June 02, 2026
Via
Chartmill
What's going on in today's session: S&P500 gap up and gap down stocks
↗
June 02, 2026
Via
Chartmill
These S&P500 stocks are moving in today's pre-market session
↗
June 02, 2026
Via
Chartmill
Why Is Intuit Stock Crashing, and is it a Generational Buying Opportunity?
↗
June 01, 2026
Investors are curious if this is a value stock or a falling knife to avoid.
Via
The Motley Fool
ServiceNow vs. Intuit: Which Technology Stock Is a Better Buy in 2026?
↗
June 01, 2026
ServiceNow and Intuit each command their markets with robust financials, distinct risk profiles, and contrasting valuations.
Via
The Motley Fool
Topics
Artificial Intelligence
8x8, BlackLine, and Marqeta Shares Are Soaring, What You Need To Know
June 01, 2026
What Happened? A number of stocks jumped in the afternoon session after software stocks extended their rally, carrying momentum from one of the sharpest sect...
Via
StockStory
Topics
Artificial Intelligence
ETFs
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