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home
about us
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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
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TAF sm Program
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Back Dated Performance Reports
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TAV Program
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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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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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Intuit
(NQ:
INTU
)
433.35
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Updated: 4:00 PM EST, Mar 3, 2026
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CLEAR Secure, LiveRamp, Intuit, Sprinklr, and Alarm.com Shares Skyrocket, What You Need To Know
March 03, 2026
What Happened? A number of stocks jumped in the afternoon session after investors appeared to buy the dip amid heightened uncertainty triggered by resurgent ...
Via
StockStory
Topics
Artificial Intelligence
Economy
Which S&P500 stocks are moving on Tuesday?
↗
March 03, 2026
Via
Chartmill
1 Oversold Dividend Growth Stock to Buy Before It Rebounds
↗
March 03, 2026
A combination of rapid adoption of its artificial intelligence offerings and a lower valuation makes this financial software giant an intriguing idea today.
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Intuit Inc. (NASDAQ:INTU) Embodies the GARP Strategy with Strong Growth at a Reasonable Price
↗
February 27, 2026
Via
Chartmill
Intuit Inc (NASDAQ:INTU) Shares Dip Despite Strong Q2 Earnings Beat
↗
February 26, 2026
Via
Chartmill
Exploring the top movers within the S&P500 index during today's session.
↗
March 03, 2026
Via
Chartmill
Intuit Shares Rise 2% After Key Trading Signal
↗
March 02, 2026
A key trading signal flashed for Intuit shares at a price of $420.55, after which INTU rose slightly over 2% to an intraday high.
Via
Benzinga
Could Investing $10,000 in Circle (CRCL) Stock Make You a Millionaire?
↗
March 02, 2026
This stablecoin stock still has a bright future.
Via
The Motley Fool
As Intuit Partners with Anthropic, Should You Buy, Sell, or Hold INTU Stock?
March 02, 2026
Intuit is facing major long-term threats from AI and anxious investors. Its valuation is also not especially low.
Via
Barchart.com
Topics
Artificial Intelligence
The Week When Growth Wasn't Enough for Wall Street
↗
March 02, 2026
We saw a rush of earnings reports, and while results looked solid, stocks often cratered on fear of AI and disruption.
Via
The Motley Fool
Topics
Artificial Intelligence
Robinhood Among S&P 500’s Worst Performers So Far This Year Amid Crypto, Tech Selloff
↗
March 02, 2026
HOOD’s stock ranks among the 10 worst-performing stocks in the S&P 500 so far this year, down nearly 33%.
Via
Stocktwits
Topics
Government
Stocks
Will Bitcoin Fall Below $60,000? Nansen Analyst Flags Risk While INTU, WDAY Lead S&P 500 Losses
↗
March 02, 2026
The Principal Research Analyst at Nansen told Stocktwits that a deeper selloff in U.S. tech stocks could push Bitcoin below $60,000.
Via
Stocktwits
Topics
Economy
Government
Stocks
The 'SaaSpocalypse' Hits Home: Zoom Shares Tumble 11.5% as Agentic AI Threatens the Per-Seat SaaS Model
February 27, 2026
The sell-off at Zoom (NASDAQ: ZM) is not an isolated event; it is the latest tremor in a broader structural realignment known as the "SaaSpocalypse." As of February 27, 2026, over $2 trillion in market...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
AI Fatigue Triggers Massive Capital Flight: Utilities and Staples Emerge as 2026’s Unlikely Heroes
February 27, 2026
The high-octane artificial intelligence rally that defined the previous two years hit a significant roadblock in February 2026, as investors abruptly pivoted away from expensive growth stocks toward...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
ETFs
Circle's CEO Says Stablecoins Will Drive "the Greatest Acceleration of Economic Activity" Ever. Here's Why He Might Be Right.
↗
February 27, 2026
Stablecoins could simplify payments and spark strong economic growth.
Via
The Motley Fool
Topics
Economy
Intuit Crushes Earnings as "AI + Human Intelligence" Strategy Reaches Inflection Point
February 27, 2026
Intuit Inc. (NASDAQ:INTU) reported a blowout second quarter for fiscal 2026, delivering a non-GAAP earnings per share (EPS) of $4.15—a 25% increase year-over-year that handily beat Wall Street...
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Earnings
Discover the top S&P500 movers in Friday's pre-market session.
↗
February 27, 2026
Via
Chartmill
Elizabeth Warren Says Trump Killed IRS Direct File Due To Lobbying By Tax Prep Companies, Introduces Bill To Bring It Back
↗
February 27, 2026
Sen. Warren and Rep. Sherman's Direct File Act aims to make IRS's free online tax filing permanent. Bill requires state integration & prohibits commercial restrictions. Intuit's lobbying led to Trump's...
Via
Benzinga
Topics
Government
Intuit (INTU) Q2 2026 Earnings Call Transcript
↗
February 26, 2026
Intuit (INTU) Q2 2026 Earnings Call Transcript
Via
The Motley Fool
Topics
Artificial Intelligence
Credit Cards
Earnings
AI Is Separating Software Winners From Losers, 2 Experts Explain
↗
February 26, 2026
Via
MarketBeat
Topics
Artificial Intelligence
Intuit Stock Slides On Q2 Earnings: What You Need To Know
↗
February 26, 2026
Intuit Inc (NASDAQ:INTU) reports financial results for the second quarter of fiscal 2026 after the market close on Thursday.
Via
Benzinga
Discover the top S&P500 movers in Thursday's after-hours session.
↗
February 26, 2026
Via
Chartmill
Intuit’s (NASDAQ:INTU) Q4 CY2025 Sales Top Estimates
February 26, 2026
Financial technology platform Intuit (NASDAQ:INTU) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 17.4% year on year to $4.65 billion. The company expects next...
Via
StockStory
Intuit Tops Fiscal Q2 Estimates, Sees AI Benefiting Business
↗
February 26, 2026
Financial software firm Intuit crushed estimates for its fiscal second quarter but offered mixed guidance. Intuit stock slid.
Via
Investor's Business Daily
Topics
Artificial Intelligence
This Crypto Stock Just Got Visa, Intuit, and an Entire Country as Partners
↗
February 26, 2026
Circle's blockchain-based ecosystem for stablecoin payments is expanding.
Via
The Motley Fool
Intuit Reports Strong Second-Quarter Results and Reiterates Full-Year Guidance
February 26, 2026
From
Intuit Inc.
Via
Business Wire
Tenable, Intuit, Unity, Autodesk, and Qualys Stocks Trade Up, What You Need To Know
February 26, 2026
A number of stocks jumped in the afternoon session after Nvidia CEO Jensen Huang dismissed fears that artificial intelligence would cannibalize the enterprise software sector.
Via
StockStory
Topics
Artificial Intelligence
Which S&P500 stocks have an unusual volume on Thursday?
↗
February 26, 2026
Via
Chartmill
Intuit’s AI Transformation Takes Center Stage as Q2 Earnings Signal a New Era for Digital Finance
February 26, 2026
MOUNTAIN VIEW, CA — As the 2026 tax season enters its most critical window, Intuit Inc. (Nasdaq: INTU) reported its fiscal second-quarter earnings today, February 26, 2026, revealing a business in the...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Intuit (INTU) Earnings Deep Dive: Leading the Generative AI Revolution in Finance
February 26, 2026
Date: February 26, 2026 Introduction Intuit Inc. (Nasdaq: INTU) has long been the undisputed titan of the financial software industry, but its latest second-quarter fiscal 2026 earnings report has...
Via
Finterra
Topics
Artificial Intelligence
Credit Cards
Data Breach
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