Menu
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
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 Buy Currently
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
Sample Portfolio
Sample Portfolio Analysis
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 sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
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
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Latest News about FI
Recent news which mentions FI
< Previous
1
2
3
4
5
6
7
8
Next >
This Charles Schwab Analyst Turns Bullish; Here Are Top 5 Upgrades For Wednesday
April 02, 2025
Tickers
FI
NEWS
RGA
SCHW
Tags
Markets
Trading Ideas
SMG
From
Benzinga
12 Analysts Have This To Say About Fiserv
April 02, 2025
Tickers
FI
Tags
Analyst Ratings
Market News
Benzinga
From
Benzinga
Here's How Much You Would Have Made Owning Fiserv Stock In The Last 5 Years
March 31, 2025
Tickers
FI
NEWS
Tags
FI
BZI/POD
News
From
Benzinga
P/E Ratio Insights for Fiserv
March 27, 2025
Tickers
FI
NEWS
Tags
News
FI
Market News
From
Benzinga
Musk's DOGE Vs. SSA: Trump's Nominee Frank Bisignano Tackles Social Security Crisis Amid Privatization Debate
March 25, 2025
Tickers
C
FI
JPM
SSA
Tags
Elon Musk
C
Frank Bisignano
From
Benzinga
Chevron, Fiserv And A Health Care Stock On CNBC's 'Final Trades'
March 21, 2025
Tickers
CVX
FI
NEWS
UNH
Tags
Jason Snipe
Trading Ideas
Markets
From
Benzinga
Here's How Much You Would Have Made Owning Fiserv Stock In The Last 20 Years
March 12, 2025
Tickers
FI
NEWS
Tags
Market News
Benzinga
BZI/POD
From
Benzinga
Fiserv's Options: A Look at What the Big Money is Thinking
March 10, 2025
Tickers
FI
Tags
Markets
Benzinga
FI
From
Benzinga
Jim Cramer: Fiserv Is 'One Of The Greatest Fintechs,' Calls This Tech Company A Meme Stock
March 10, 2025
Tickers
FI
FPI
NEWS
OKE
Tags
SMCI
Benzinga
FI
From
Benzinga
Stripe's Payment Surge Puts Adyen, PayPal, Fiserv On Notice - AI, Stablecoins Fuel The Race
March 03, 2025
Tickers
ADYEY
AI
ARKF
FI
Tags
Anthropic
Benzinga
ARKF
From
Benzinga
Is Block Stock a Buy Now?
February 28, 2025
Tickers
FI
TOST
XYZ
Tags
FI
XYZ
TOST
From
Motley Fool
What Does the Market Think About Fiserv?
February 27, 2025
Tickers
FI
Tags
FI
Short Ideas
Trading Ideas
From
Benzinga
Social Security In Uncertain Times: What The Resignation Of Michelle King And Musk's DOGE Data Push Could Mean For Beneficiaries
February 24, 2025
Tickers
FI
Tags
news access
Personal Finance
Benzinga
From
Benzinga
From COLAs To Taxes: Trump's Social Security Changes So Far
February 20, 2025
Tickers
FI
Tags
Benzinga
news access
Personal Finance
From
Benzinga
$1000 Invested In Fiserv 20 Years Ago Would Be Worth This Much Today
February 20, 2025
Tickers
FI
NEWS
Tags
BZI/POD
FI
Trading Ideas
From
Benzinga
Regulatory Freeze At CFPB: These ETFs Could Gain As Oversight Weakens
February 11, 2025
Tickers
BAC
BLK
C
EFX
Tags
Top Stories
Broad U/S/ Equity ETFs
SPGI
From
Benzinga
Price Over Earnings Overview: Fiserv
February 11, 2025
Tickers
FI
NEWS
Tags
Markets
Benzinga
Intraday Update
From
Benzinga
Fiserv Fires On All Cylinders, Analysts Bump Up Price Forecasts Post Q4 Results
February 06, 2025
Tickers
FI
FINX
GRW
NEWS
Tags
Top Stories
News
Reiteration
From
Benzinga
Uber To $80? Here Are 10 Top Analyst Forecasts For Thursday
February 06, 2025
Tickers
AMGN
ARM
COHR
CSGS
Tags
Benzinga
SWKS
Price Target
From
Benzinga
Demystifying Fiserv: Insights From 11 Analyst Reviews
February 06, 2025
Tickers
FI
Tags
FI
BZI/AAR
Analyst Ratings
From
Benzinga
Stocks Rebound, Google Eyes Worst Drop In A Year, Gold Shatters Fresh Records: What's Driving Markets Wednesday?
February 05, 2025
Tickers
AFL
ALGN
ALL
AMGN
Tags
Broad U/S/ Equity ETFs
Commodities
NVDA
From
Benzinga
Fiserv Unusual Options Activity
February 05, 2025
Tickers
FI
Tags
Options
Market News
BZI/UOA
From
Benzinga
Fiserv Q4 Earnings: Merchant, Financial Solutions Fuel Growth, Double-Digit Outlook For 2025
February 05, 2025
Tickers
FI
NEWS
Tags
Earnings
Guidance
Briefs
From
Benzinga
Electronic Arts Posts Upbeat Earnings, Joins Mattel, Johnson Controls, Mueller Water Products And Other Big Stocks Moving Higher On Wednesday
February 05, 2025
Tickers
BBAI
BE
BNTX
CRTO
Tags
JCI
FI
SKY
From
Benzinga
Earnings Scheduled For February 5, 2025
February 05, 2025
Tickers
ACB
AFL
ALGN
ALL
Tags
ARM
LVWR
MKL
From
Benzinga
$1000 Invested In Fiserv 15 Years Ago Would Be Worth This Much Today
January 30, 2025
Tickers
FI
NEWS
Tags
Market News
Benzinga
Trading Ideas
From
Benzinga
Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet
January 24, 2025
Tickers
AI
DLR
ET
FI
Tags
Stock Whisper Index
Benzinga
Exclusives
From
Benzinga
How Is The Market Feeling About Fiserv?
January 23, 2025
Tickers
FI
Tags
Market News
BZI/SHORTHIST
Benzinga
From
Benzinga
Here's How Much $1000 Invested In Fiserv 20 Years Ago Would Be Worth Today
January 14, 2025
Tickers
FI
NEWS
Tags
Benzinga
Market News
BZI/POD
From
Benzinga
The Future According to Nvidia's Jensen Huang
January 10, 2025
Tickers
AAPL
ADNT
AUR
BAC
Tags
INTU
ADYY/F
V
From
Motley Fool
< Previous
1
2
3
4
5
6
7
8
Next >
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.