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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
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Tamar Advisors
Own Your Practice
Letter to Clients
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contact us
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Client Contact with Portfolio Manager(s)
Sample Portfolio
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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
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Client's Responsibilities
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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
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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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H&R Block
(NY:
HRB
)
44.87
+1.44 (+3.32%)
Official Closing Price
Updated: 4:10 PM EST, Jan 8, 2026
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All News about H&R Block
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Why H&R Block (HRB) Stock Is Trading Up Today
January 05, 2026
Shares of tax preparation company H&R Block (NYSE:HRB) jumped 3% in the afternoon session after investors wagered geopolitical tension would be contained following the U.S. military's operation in...
Via
StockStory
Topics
Artificial Intelligence
Earnings
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Intuit Co-Founder Scott Cook Offloads $100 Million in Stock as Fintech Giant Navigates New Tax Landscape
January 01, 2026
MOUNTAIN VIEW, CA — As the calendar turned to 2026, Intuit Inc. (NASDAQ: INTU) found itself at a critical technical and psychological juncture. Scott Cook, the company’s visionary co-founder and...
Via
MarketMinute
Topics
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Regulatory Compliance
H&R BLOCK INC (NYSE:HRB) Offers a High, Sustainable Yield Backed by Strong Profitability
↗
December 31, 2025
Via
Chartmill
3 Low-Volatility Stocks Walking a Fine Line
December 30, 2025
Stability is great, but low-volatility stocks may struggle to deliver market-beating returns over time as they sometimes underperform during bull markets.
Via
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Earnings Scheduled For November 6, 2025
↗
November 06, 2025
Via
Benzinga
3 Reasons HRB is Risky and 1 Stock to Buy Instead
December 28, 2025
What a brutal six months it’s been for H&R Block. The stock has dropped 20% and now trades at $43.91, rattling many shareholders. This might have investors contemplating their next move.
Via
StockStory
H&R Block Inc (NYSE:HRB) Passes the Quality Investing Test with High ROIC and Cash Flow
↗
December 19, 2025
H&R Block exemplifies quality investing with exceptional profitability, high cash conversion, and a strong dividend, trading at a reasonable valuation.
Via
Chartmill
Q3 Specialized Consumer Services Earnings Review: First Prize Goes to Matthews (NASDAQ:MATW)
December 16, 2025
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how specialized consumer services stocks fared in Q3, starting...
Via
StockStory
Q3 Earnings Outperformers: H&R Block (NYSE:HRB) And The Rest Of The Specialized Consumer Services Stocks
December 16, 2025
As the Q3 earnings season wraps, let’s dig into this quarter’s best and worst performers in the specialized consumer services industry, including H&R Block (NYSE:HRB) and its peers.
Via
StockStory
3 of Wall Street’s Favorite Stocks We Find Risky
December 10, 2025
The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%. But investors should take these forecasts with a grain of salt because...
Via
StockStory
H&R Block Inc. (NYSE:HRB) Screens as a Quality Dividend Stock for Reliable Income
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December 09, 2025
H&R Block offers a strong 3.99% dividend yield with a sustainable payout, backed by high profitability and a reasonable valuation for income investors.
Via
Chartmill
H&R BLOCK INC (NYSE:HRB): A Value Stock with a Margin of Safety
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December 03, 2025
H&R Block (HRB) presents a classic value investment case with a low P/E ratio, high profitability, and a strong 4% dividend yield, though liquidity metrics warrant review.
Via
Chartmill
Specialized Consumer Services Stocks Q3 In Review: 1-800-FLOWERS (NASDAQ:FLWS) Vs Peers
December 01, 2025
Wrapping up Q3 earnings, we look at the numbers and key takeaways for the specialized consumer services stocks, including 1-800-FLOWERS (NASDAQ:FLWS) and its peers.
Via
StockStory
1 Oversold Stock Ready to Bounce Back and 2 That Underwhelm
November 24, 2025
The past year hasn't been kind to the stocks featured in this article. Each has tumbled to their lowest points in 12 months, leaving investors to decide whether they're witnessing fire sales or falling...
Via
StockStory
1 Cash-Producing Stock with Exciting Potential and 2 That Underwhelm
November 21, 2025
A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.
Via
StockStory
H&R BLOCK INC (NYSE:HRB) Passes the Caviar Cruise Quality Investing Screen
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November 20, 2025
H&R Block is a top-quality stock with outstanding profitability, strong cash flow, and a solid 3.75% dividend yield, trading at an attractive valuation.
Via
Chartmill
The Next Wave Of AI Winners? Investors Shift Focus Beyond Nvidia
↗
November 17, 2025
Goldman Sachs says investors are shifting toward companies quietly using AI to cut costs and drive productivity-led growth.
Via
Benzinga
Topics
Artificial Intelligence
H&R Block (NYSE:HRB): A Top Dividend Stock for Dependable Income
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November 13, 2025
H&R Block (HRB) offers a strong 3.65% dividend yield with a 10+ year payment history. Its sustainable payout, high profitability, and low P/E ratio make it a top dividend stock.
Via
Chartmill
H&R Block’s Q3 Earnings Call: Our Top 5 Analyst Questions
November 13, 2025
H&R Block’s third quarter results were shaped by continued momentum in its assisted tax and small business segments, with management highlighting the company’s focus on higher-value clients and...
Via
StockStory
Topics
Artificial Intelligence
Earnings
Spotting Winners: Pool (NASDAQ:POOL) And Specialized Consumer Services Stocks In Q3
November 10, 2025
As the Q3 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the specialized consumer services industry, including Pool (NASDAQ:POOL) and its...
Via
StockStory
HRB Q1 Deep Dive: Assisted Tax and Small Business Segments Drive Stable Outlook
November 07, 2025
Tax preparation company H&R Block (NYSE:HRB) beat Wall Street’s revenue expectations in Q3 CY2025, with sales up 5% year on year to $203.6 million. The company expects the full year’s revenue to be...
Via
StockStory
Topics
Artificial Intelligence
H&R Block (HRB) Q1 2026 Earnings Call Transcript
↗
November 06, 2025
H&R Block (HRB) Q1 2026 Earnings Call Transcript
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
H&R Block’s (NYSE:HRB) Q3: Beats On Revenue
November 06, 2025
Tax preparation company H&R Block (NYSE:HRB) reported Q3 CY2025 results beating Wall Street’s revenue expectations, with sales up 5% year on year to $203.6 million. The company expects the full year’s...
Via
StockStory
Earnings To Watch: H&R Block (HRB) Reports Q3 Results Tomorrow
November 04, 2025
Tax preparation company H&R Block (NYSE:HRB) will be announcing earnings results this Thursday after the bell. Here’s what to expect.
Via
StockStory
Topics
Government
World Trade
3 Profitable Stocks We Keep Off Our Radar
October 24, 2025
Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.
Via
StockStory
H&R Block Inc (NYSE:HRB) Demonstrates Sustainable Dividend Strength in Analysis
↗
October 20, 2025
H&R Block (HRB) offers a sustainable 3.27% dividend yield, backed by strong profitability and a moderate payout ratio for long-term income investors.
Via
Chartmill
3 Unpopular Stocks Walking a Fine Line
October 16, 2025
Wall Street’s bearish price targets for the stocks in this article signal serious concerns. Such forecasts are uncommon in an industry where maintaining cordial corporate relationships often trumps...
Via
StockStory
Topics
Electric Vehicles
World Trade
1 Small-Cap Stock to Consider Right Now and 2 Facing Headwinds
October 09, 2025
Small-cap stocks can be incredibly lucrative investments because their lack of analyst coverage leads to frequent mispricings. However, these businesses (and their stock prices) often stay small...
Via
StockStory
H&R BLOCK INC (NYSE:HRB) Presents a Compelling Case for Value Investors
↗
October 02, 2025
H&R Block (HRB) offers strong value with low P/E ratios, high profitability, and a solid 3.4% dividend yield, presenting a classic value investment case.
Via
Chartmill
Specialized Consumer Services Stocks Q2 Highlights: H&R Block (NYSE:HRB)
September 29, 2025
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at H&R Block (NYSE:HRB) and the best and worst...
Via
StockStory
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