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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
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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
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A ‘lost opportunity’ or a value play? FIS spinoff draws strong opinions.
February 14, 2023
Tickers
FIS
Tags
FIS
From
MarketWatch
4 Fidelity National Information Services Analysts On Q4 Earnings: 'Spinoff And Guidance Are All That Matters'
February 14, 2023
Tickers
FIS
Tags
Analyst Ratings
Daniel Perlin
Market News
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For February 14, 2023
February 14, 2023
Tickers
ACCO
AVPT
CF
CHKP
Tags
FSLR
SON
TERN
From
Benzinga
Hedge-fund legend Seth Klarman pounced on Amazon and parent companies of Google and Facebook in the fourth quarter
February 14, 2023
Tickers
AMZN
FIS
GOOGL
LBTYA
Tags
FIS
GOOGL
LBTYA
From
MarketWatch
Why Frequency Therapeutics Are Trading Lower By 82%? Here Are Other Stocks Moving In Monday's Mid-Day Session
February 13, 2023
Tickers
AMV
APRN
ASST
AYX
Tags
FSLY
VTGN
CLXT
From
Benzinga
FIS Stock Alert: What to Know as Fidelity National Plans to Spin Off Worldpay
February 13, 2023
Tickers
FIS
FISV
Tags
FISV
Today's Market
FIS
From
InvestorPlace
Why Fidelity National Information Services Stock Dropped 15% Today
February 13, 2023
Tickers
FIS
Tags
Market News
FIS
Recent Press Releases
From
Motley Fool
FIS Analyst Thinks Merchant Business Spin-Off Could Optimize Capital Allocation
February 13, 2023
Tickers
FIS
TECH
TOST
Tags
News
FIS
TOST
From
Benzinga
12 Information Technology Stocks Moving In Monday's Intraday Session
February 13, 2023
Tickers
BBAI
COMSP
DBD
FIS
Tags
BZI/TFM
Benzinga
OUST
From
Benzinga
Why Fidelity National Information Services Stock Is Diving Today
February 13, 2023
Tickers
FIS
Tags
News
Movers
Market News
From
Benzinga
FIS walks back Worldpay merger, will spin off its merchant business
February 13, 2023
Tickers
FIS
FISV
GPN
Tags
FIS
FISV
GPN
From
MarketWatch
Fintech Firm Fidelity National Information Downsizes 2,600 Jobs As Part Of Restructuring: Report
February 02, 2023
Tickers
EFX
FIS
GS
PYPL
Tags
GS
Market News
Media
From
Benzinga
Global Payments Likely To Gain From Compelling Industry Valuations & Strategic Focus On M&A: Analyst
January 17, 2023
Tickers
FIS
FISV
GPN
MA
Tags
Briefs
FIS
Upgrades
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For January 17, 2023
January 17, 2023
Tickers
AN
AOS
AVB
AY
Tags
VRTX
MAA
VLO
From
Benzinga
KeyBanc Upgrades Visa And Downgrades PayPal, Names Top Fintech Stock Picks For 2023
January 09, 2023
Tickers
FIS
GPN
HOOD
IIIV
Tags
Small Cap
PYPL
Analyst Ratings
From
Benzinga
The Latest Analyst Ratings for Fidelity National Info
January 09, 2023
Tickers
FIS
Tags
Analyst Ratings
FIS
Benzinga
From
Benzinga
Block's Volume Comparison Reflected Market Share Loss Versus Toast, Clover And Fiserv, Analyst Says
January 09, 2023
Tickers
FIS
FISV
GPN
SQ
Tags
Analyst Ratings
FISV
Market News
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For January 9, 2023
January 09, 2023
Tickers
ADNT
ALBO
ALLY
AMYT
Tags
MGA
CTSH
UBER
From
Benzinga
Tesla is not alone: 18 (and a half) other big stocks are headed for their worst year on record
December 29, 2022
Tickers
ACN
ANET
AVGO
CARR
Tags
FTNT
DJIA
GOOG
From
MarketWatch
10 Information Technology Stocks With Whale Alerts In Today's Session
December 29, 2022
Tickers
AAPL
AFRM
AMD
FIS
Tags
FSLR
OKTA
AFRM
From
Benzinga
Visa, Mastercard are ‘great defensive names’ for 2023, but PayPal and Coinbase stocks could be set for a rebound, analysts say
December 21, 2022
Tickers
AAPL
COIN
FIS
FISV
Tags
FISV
AAPL
SPX
From
MarketWatch
How Integrated Payment Solutions Provider Usio (NASDAQ: USIO) Is Getting Ahead Using Proprietary Technology To Help Partners Like Mastercard
December 21, 2022
Tickers
FIS
JPM
SQ
TECH
Tags
Market News
Benzinga
Tech
From
Benzinga
Mastercard, Fiserv and more: These payments stocks dubbed favorites for 2023
December 13, 2022
Tickers
FIS
FISV
FLYW
FOUR
Tags
V
PYPL
MA
From
MarketWatch
Square-parent Block comes up ‘strong’ on this metric of efficiency — but Visa leads the way
December 09, 2022
Tickers
AVDX
FIS
FISV
FLT
Tags
PAY
GPN
WEX
From
MarketWatch
FIS stock enjoys best week since 2020, marking bright spot in tough recent stretch
December 02, 2022
Tickers
FIS
FISV
GPN
Tags
GPN
FISV
FIS
From
MarketWatch
Why Fidelity National Information Services Stock Jumped 13% This Week
December 02, 2022
Tickers
FIS
Tags
Market News
FIS
Recent Press Releases
From
Motley Fool
10 Information Technology Stocks With Whale Alerts In Today's Session
December 01, 2022
Tickers
AAPL
AMD
CRM
FIS
Tags
MMAT
IOT
MSFT
From
Benzinga
One Growth Stock Down 83% You'll Wish You Own When the Bear Market Ends
November 30, 2022
Tickers
COIN
FIS
FISV
GPN
Tags
Market News
FISV
WMT
From
Motley Fool
ADP's Upbeat Q1 Results Earn Price Target Boost; Analyst Trims FIS Price Target On Dismal Q3
November 25, 2022
Tickers
ADP
FIS
TECH
Tags
Analyst Ratings
Market News
ADP
From
Benzinga
Expert Ratings for Fidelity National Info
November 25, 2022
Tickers
FIS
Tags
Analyst Ratings
FIS
Benzinga
From
Benzinga
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