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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
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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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Sample Portfolio
Back Dated Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
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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
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Event Schedule
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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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FIS’s stock is ‘disproportionately discounting’ banking fears, analyst says in upgrade
March 17, 2023
Tickers
FIS
FISV
SPX
Tags
FISV
SPX
FIS
From
MarketWatch
Fiserv, FIS stocks claw back as SVB, Signature Bank exposure dubbed ‘minimal’
March 14, 2023
Tickers
FIS
FISV
Tags
FISV
FIS
From
MarketWatch
Looking At Fiserv's Recent Unusual Options Activity
March 14, 2023
Tickers
FISV
Tags
Market News
Options
FISV
From
Benzinga
10 Information Technology Stocks Whale Activity In Today's Session
March 06, 2023
Tickers
AAPL
AMD
CIEN
CRM
Tags
Benzinga
JBL
CRM
From
Benzinga
Fiserv's Debt Overview
March 06, 2023
Tickers
FISV
Tags
Benzinga
Intraday Update
Markets
From
Benzinga
(FISV) - Analyzing Fiserv's Short Interest
March 06, 2023
Tickers
FISV
Tags
Short Sellers
FISV
Market News
From
Benzinga
These 24 tech stocks stand out now as the FAANGs fade
March 03, 2023
Tickers
AAPL
ADI
ADP
ADSK
Tags
ENPH
ON
AMZN
From
MarketWatch
5 Stocks That Hedge Funds Love Right Now
February 28, 2023
Tickers
FISV
GS
HUM
SCHW
Tags
WDAY
GS
Market News
From
InvestorPlace
This Reverse-Stock-Split Stock Is Down 90%, but Is It a Buy Ahead of the Next Bull Market?
February 25, 2023
Tickers
DKNG
FISV
PSFE
PYPL
Tags
FISV
Market News
PSFE
From
Motley Fool
Analyst Ratings for Fiserv
February 24, 2023
Tickers
FISV
Tags
BZI/AAR
Benzinga
Market News
From
Benzinga
7 Overlooked Tech Stocks That Could Be the Next Big Thing
February 19, 2023
Tickers
AMKR
CTSH
FISV
GPN
Tags
GPN
NYSE:PATH,NASDAQ:FISV,NASDAQ:WDC,NASDAQ:AMKR,NASDAQ:CTSH,NASDAQ:KLIC,NYSE:GPN
FISV
From
InvestorPlace
$1000 Invested In This Stock 10 Years Ago Would Be Worth $5,700 Today
February 17, 2023
Tickers
FISV
Tags
News
Market News
FISV
From
Benzinga
FIS Stock Alert: What to Know as Fidelity National Plans to Spin Off Worldpay
February 13, 2023
Tickers
FIS
FISV
Tags
FISV
NYSE:FIS,NASDAQ:FISV
Market News
From
InvestorPlace
FingerMotion (NASDAQ: FNGR) Optimistic About Continuous Growth As It Exceeds Quarterly Revenue Milestone Of Over $10 Million
February 13, 2023
Tickers
AFRM
FISV
FNGR
Tags
FISV
Market News
Penny Stocks
From
Benzinga
FIS walks back Worldpay merger, will spin off its merchant business
February 13, 2023
Tickers
FIS
FISV
GPN
Tags
GPN
FISV
FIS
From
MarketWatch
Where Fiserv Stands With Analysts
February 08, 2023
Tickers
FISV
Tags
BZI/AAR
Benzinga
Market News
From
Benzinga
Our 7 Top Stock Picks From Crossing Wall Street’s 2023 Buy List
February 07, 2023
Tickers
AMZN
BR
CARR
CWS
Tags
FDS
AMZN
CARR
From
InvestorPlace
BP, Hertz Global, Take-Two Interactive Software And Other Big Stocks Moving Higher On Tuesday
February 07, 2023
Tickers
ALTI
AMRN
ARCB
BGRY
Tags
AMRN
LAC
EXAI
From
Benzinga
Fiserv stock heads for best day in nearly 3 years as analysts focus on Clover growth
February 07, 2023
Tickers
FISV
SQ
Tags
SQ
FISV
From
MarketWatch
Updated: Powell At Noon
February 07, 2023
Tickers
ATVI
BP
CARR
CNC
Tags
Market News
FISV
DCG
From
Benzinga
$1000 Invested In This Stock 20 Years Ago Would Be Worth $15,000 Today
February 07, 2023
Tickers
FISV
Tags
News
Market News
FISV
From
Benzinga
Fiserv Remains Cautious Despite 9% Revenue Growth In Q4 Backed By Acceptance, Fintech And Payments Segments
February 07, 2023
Tickers
FISV
TECH
Tags
Benzinga
Earnings
Tech
From
Benzinga
Earnings Outlook For Fiserv
February 06, 2023
Tickers
FISV
Tags
Earnings
Market News
Benzinga
From
Benzinga
5 pro strategies and 6 cheap stocks that can help you beat the market – from a top value investor who does just that
January 25, 2023
Tickers
COF
COP
CSCO
FISV
Tags
WFC
PBI
ZM
From
MarketWatch
Global Payments Likely To Gain From Compelling Industry Valuations & Strategic Focus On M&A: Analyst
January 17, 2023
Tickers
FIS
FISV
GPN
MA
Tags
V
News
Upgrades
From
Benzinga
7 Cheap Fintech Stocks to Buy Before They Rebound in 2023
January 11, 2023
Tickers
AFRM
AMZN
BFH
BILL
Tags
TOST
SOFI
BILL
From
InvestorPlace
Block's Volume Comparison Reflected Market Share Loss Versus Toast, Clover And Fiserv, Analyst Says
January 09, 2023
Tickers
FIS
FISV
GPN
SQ
Tags
News
Briefs
TOST
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For January 9, 2023
January 09, 2023
Tickers
ADNT
ALBO
ALLY
AMYT
Tags
FIS
LANV
V
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
V
MA
FIS
From
MarketWatch
FIS to conduct ‘comprehensive assessment’ as new CEO takes a ‘hard look’ at the business
December 15, 2022
Tickers
FISV
GPN
Tags
GPN
FISV
From
MarketWatch
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