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 FISV
Recent news which mentions FISV
< Previous
1
2
3
4
5
6
7
8
Next >
Benzinga's Top Ratings Upgrades, Downgrades For December 16, 2021
December 16, 2021
Tickers
ABNB
ACBI
ADNT
AGEN
Tags
LULU
OKE
RNG
From
Benzinga
PayPal Has Traditional Banks Scared as the Ultimate Fintech Grows Up
December 13, 2021
Tickers
AFRM
AMZN
FISV
PINS
Tags
Hot Stocks
AFRM
PINS
From
InvestorPlace
Where Fiserv Stands With Analysts
December 10, 2021
Tickers
FISV
Tags
BZI/AAR
Benzinga
Market News
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For December 10, 2021
December 10, 2021
Tickers
ABT
AGCO
APP
ARNC
Tags
NUVA
SUMO
FLYW
From
Benzinga
SQ Stock Needs Time To Stabilize As It Becomes Block
December 09, 2021
Tickers
AFTPY
ARKF
BITQ
DAPP
Tags
SQ
TWTR
SHOP
From
InvestorPlace
7 Overlooked Stocks to Buy Before Wall Street Catches On
December 08, 2021
Tickers
ADBE
AMZN
CRM
EPAM
Tags
ET
IAC
ADBE
From
InvestorPlace
10 Fintech Stocks to Buy On the Dip After Falling to New Lows
December 07, 2021
Tickers
AMZN
ARKF
BKI
DKNG
Tags
SQ
GOOGL
TWTR
From
InvestorPlace
These are Wall Street’s 20 favorite stocks as the Fed’s Powell jolts the market with taper talk
November 30, 2021
Tickers
ALK
BSX
CI
CZR
Tags
BSX
SLB
FISV
From
MarketWatch
2 Payment Stocks Running Circles Around Your Favorite Cryptocurrencies
November 30, 2021
Tickers
BTC
FISV
SQ
Tags
BTC
SHIB
DOGE
From
Motley Fool
7 Stocks 'On Sale' This Holiday Season
November 26, 2021
Tickers
FIS
FISV
FLT
GPN
Tags
Long Ideas
Top Stories
News
From
Benzinga
3 Fintech Stocks To Buy on Any Dip
November 23, 2021
Tickers
AFTPY
FINX
FISV
MS
Tags
NASDAQ:FINX,NASDAQ:FISV,NASDAQ:SOFI,NYSE:SQ,NYSE:MS,OTCMKTS:AFTPY
Market News
Stocks to Buy
From
InvestorPlace
Fintech Focus For November 23, 2021
November 22, 2021
Tickers
C
FISV
Tags
C
Fintech
FISV
From
Benzinga
360 DigiTech Earns 'Survivor' Title After Latest Regulatory Wave
November 22, 2021
Tickers
FINV
FISV
LU
QFIN
Tags
FINV
LU
News
From
Benzinga
Are Markets Overvaluing These 3 Stocks? LULU, NFLX, SQ
November 18, 2021
Tickers
F
FISV
LULU
NFLX
Tags
SQ
TSLA
Benzinga
From
Benzinga
Where Fiserv Stands With Analysts
November 18, 2021
Tickers
FISV
Tags
FISV
Analyst Ratings
Market News
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For November 18, 2021
November 18, 2021
Tickers
APP
ATVI
AVIR
BA
Tags
OKTA
Benzinga
IHS
From
Benzinga
CNBC's Final Trades: Fiserv, ResMed, Monster Beverage And This Semiconductor Company
November 16, 2021
Tickers
FISV
MNST
QCOM
RMD
Tags
Trading Ideas
Pete Najarin
QCOM
From
Benzinga
With Affirm, All They Want Is Growth
November 11, 2021
Tickers
AFRM
AMZN
BAC
COF
Tags
SEZNL
MA
COF
From
InvestorPlace
Restaurant Technology Company And Toast Competitor Presto Going Public: What Investors Should Know
November 10, 2021
Tickers
FISV
IPOS
LSPD
LYFT
Tags
General
V
News
From
Benzinga
Mastercard delivers ‘strong’ growth goals as it chases $255 trillion opportunity
November 10, 2021
Tickers
AAL
FISV
MA
SPX
Tags
SPX
MA
AAL
From
MarketWatch
It’s Finally Safe To Buy Paysafe Stock Now
November 09, 2021
Tickers
FISV
GPN
MA
PSFE
Tags
NYSE:PSFE,NYSE:V,NYSE:GPN,NASDAQ:FISV,NYSE:MA,CCC:ETH/USD
FISV
Stocks to Buy
From
InvestorPlace
The Past Week's Notable Insider Buys: Atlanta Braves, Warby Parker, Xerox And More
November 06, 2021
Tickers
ACHR
BATRA
CWAN
FISV
Tags
WRBY
Carl Icahn
RNR
From
Benzinga
FIS wins praise for ‘transparency’ even as merchant business comes up a bit short
November 04, 2021
Tickers
FIS
FISV
GPN
MA
Tags
GPN
V
FISV
From
MarketWatch
2 Top Growth Stocks Nobody's Talking About
November 04, 2021
Tickers
ALLY
FISV
IXG
Tags
Market News
Recent Press Releases
ALLY
From
Motley Fool
Small banks say they’re a ‘half step behind’ ransomware criminals — and ask Congress to help fight back
November 03, 2021
Tickers
FIS
FISV
JKHY
Tags
FIS
FISV
JKHY
From
MarketWatch
Global Payments stock skids after earnings to pace S&P 500 decliners
November 02, 2021
Tickers
FISV
MA
MOS
SPX
Tags
FISV
MA
SPX
From
MarketWatch
Analyst Ratings For Fiserv
October 29, 2021
Tickers
FISV
Tags
BZI/AAR
Analyst Ratings
FISV
From
Benzinga
Why Fiserv Stock Has Tumbled 11% So Far This Week
October 29, 2021
Tickers
FISV
Tags
Market News
FISV
From
Motley Fool
Why Is Everyone Talking About Bakkt Holdings Stock?
October 29, 2021
Tickers
BKKT
FISV
ICE
MA
Tags
MA
Market News
BKKT
From
Motley Fool
What 6 Analyst Ratings Have To Say About Fiserv
October 28, 2021
Tickers
FISV
Tags
BZI/AAR
Market News
Benzinga
From
Benzinga
< 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.