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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
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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
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Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly 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
Quarterly Performance Reports
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Event Schedule
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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
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RSVP-Signup Form
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H&R Block
(NY:
HRB
)
53.68
UNCHANGED
Official Closing Price
Updated: 7:00 PM EDT, Aug 24, 2026
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All News about H&R Block
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H&R Block’s Q2 Earnings Call: Our Top 5 Analyst Questions
August 18, 2026
H&R Block’s second quarter outperformed market expectations, led by improvements in both client retention and conversion rates. Management credited these res...
Via
StockStory
Topics
Earnings
Why H&R Block Stock Jumped This Week
↗
August 14, 2026
Shareowners have larger dividends headed their way.
Via
The Motley Fool
H&R Block (HRB) Stock Trades Up, Here Is Why
August 12, 2026
What Happened? Shares of tax preparation company H&R Block (NYSE:HRB) jumped 13% in the afternoon session after the company reported fiscal fourth-quarter 20...
Via
StockStory
H&R Block Inc (NYSE:HRB) Shows Strong Value Stock Potential With Low P/E and High Profitability
↗
July 18, 2026
Via
Chartmill
H&R Block Inc (NYSE:HRB): A Decent Value Play with Strong Fundamentals
↗
June 18, 2026
Via
Chartmill
H&R Block Inc (NYSE:HRB) Proves Its Quality in the 'Caviar Cruise' Screen
↗
June 15, 2026
Via
Chartmill
H&R Block Inc (NYSE:HRB): A High-Yield Dividend Stock with Strong Fundamentals and a Margin of Safety
↗
June 08, 2026
Via
Chartmill
H&R Block Inc (HRB) Screens as a Top Value Play with Attractive Valuation and Strong Fundamentals
↗
May 27, 2026
Via
Chartmill
HRB Q2 Deep Dive: Client Mix Shift and Tech Investments Drive Guidance Upside
August 12, 2026
Tax preparation company H&R Block (NYSE:HRB) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 3% year on year to $1.14 b...
Via
StockStory
H&R Block (HRB) Q4 2026 Earnings Call Transcript
↗
August 11, 2026
Revenue grew 4.9% to $3.95 billion as client conversion hit a five-year high.
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
H&R Block Q4 Earnings Call Highlights
↗
August 11, 2026
H&R Block (NYSE:HRB) reported fiscal 2026 revenue growth of 4.9% and adjusted earnings-per-share growth of 13.9%, as the tax-preparation company cited improved client conversion, retention and demand...
Via
MarketBeat
Topics
Earnings
H&R Block Inc (NYSE:HRB): A High-Yield Dividend Stock with Sustainable Growth and Attractive Valuation
↗
May 11, 2026
Via
Chartmill
Get insights into the top gainers and losers of Tuesday's after-hours session.
↗
August 11, 2026
Via
Chartmill
H&R Block (NYSE:HRB) Beats Q2 CY2026 Sales Expectations, Stock Jumps 12.2%
August 11, 2026
Tax preparation company H&R Block (NYSE:HRB) reported revenue ahead of Wall Street’s expectations in Q2 CY2026, with sales up 3% year on year to $1.14 billio...
Via
StockStory
H&R Block (HRB) Q2 Earnings: What To Expect
August 09, 2026
Tax preparation company H&R Block (NYSE:HRB) will be reporting earnings this Tuesday after market hours. Here’s what to expect. H&R Block beat analysts’ reve...
Via
StockStory
3 Stocks Under $50 with Open Questions
August 07, 2026
The $10-50 price range often includes mid-sized businesses with proven track records and plenty of growth runway ahead. They also usually carry less risk tha...
Via
StockStory
Stocks making big moves yesterday: H&R Block, Corning, Sherwin-Williams, Brown & Brown, and Simpson
July 29, 2026
Check out the companies making headlines yesterday: H&R Block (NYSE:HRB): Tax preparation company H&R Block (NYSE:HRB) rose by 6.2% on Tuesday after Stephens...
Via
StockStory
H&R Block (HRB) Shares Skyrocket, What You Need To Know
July 28, 2026
What Happened? Shares of tax preparation company H&R Block (NYSE:HRB) jumped 6.2% in the afternoon session after Stephens & Co. initiated coverage on the com...
Via
StockStory
1 Value Stock on Our Watchlist and 2 That Underwhelm
July 27, 2026
The low valuation multiples for value stocks provide a margin of safety that growth stocks rarely offer. However, the challenge lies in determining whether t...
Via
StockStory
Topics
Artificial Intelligence
3 Small-Cap Stocks with Questionable Fundamentals
July 15, 2026
Small-cap stocks can be incredibly lucrative investments because their lack of analyst coverage leads to frequent mispricings. However, these businesses (and...
Via
StockStory
3 Consumer Stocks with Warning Signs
June 23, 2026
Most consumer discretionary businesses succeed or fail based on the broader economy. Unfortunately, the industry’s recent performance suggests demand may be ...
Via
StockStory
Topics
Economy
1 Cash-Producing Stock Worth Investigating and 2 We Brush Off
June 17, 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...
Via
StockStory
Winners And Losers Of Q1: H&R Block (NYSE:HRB) Vs The Rest Of The Consumer Discretionary - Specialized Consumer Services Stocks
June 14, 2026
The end of the earnings season is always a good time to take a step back and see who shined (and who didn’t). Let’s take a look at how consumer discretionary...
Via
StockStory
1 Profitable Stock Worth Your Attention and 2 We Avoid
June 09, 2026
While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifi...
Via
StockStory
3 Reasons HRB is Risky and 1 Stock to Buy Instead
June 04, 2026
Over the last six months, H&R Block’s shares have sunk to $38.02, producing a disappointing 9.6% loss - a stark contrast to the S&P 500’s 11% gain. This migh...
Via
StockStory
Topics
Stocks
H&R Block, Smith & Wesson, and Clarus Stocks Trade Down, What You Need To Know
June 03, 2026
What Happened? A number of stocks fell in the afternoon session after oil prices approaching $98 per barrel renewed inflation concerns and reduced expectatio...
Via
StockStory
Topics
Economy
Electric Vehicles
Government
3 Stocks Under $50 We Approach with Caution
May 28, 2026
The $10-50 price range often includes mid-sized businesses with proven track records and plenty of growth runway ahead. They also usually carry less risk tha...
Via
StockStory
The Top 5 Analyst Questions From H&R Block’s Q1 Earnings Call
May 13, 2026
H&R Block’s first quarter results were shaped by improved stability in its assisted tax preparation segment and a clear shift toward higher-complexity client...
Via
StockStory
Topics
Earnings
H&R Block Q3 Earnings Call Highlights
↗
May 10, 2026
H&R Block (NYSE:HRB) raised its fiscal 2026 outlook after reporting stronger-than-expected third-quarter results, with management pointing to improved assisted tax preparation trends, higher client...
Via
MarketBeat
Topics
Artificial Intelligence
Earnings
Why Are H&R Block (HRB) Shares Soaring Today
May 07, 2026
What Happened? Shares of tax preparation company H&R Block (NYSE:HRB) jumped 25% in the afternoon session after the company reported strong first-quarter fin...
Via
StockStory
Topics
Earnings
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