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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
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
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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
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Fiserv
(NQ:
FISV
)
54.88
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EDT, May 12, 2026
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Quote
Overview
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Press Releases about Fiserv
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Fiserv Expands Clover’s Restaurant Portfolio with New Fine Dining Solution, Clover Reserve Powered by Tabit
May 12, 2026
New partnership brings an enterprise-grade, full-scale solution to help full-service and fine dining restaurants deliver exceptional hospitality and increase profits
From
Fiserv, Inc.
Via
GlobeNewswire
Fiserv Expands Global Manufacturing Footprint with New Clover Facility in Brazil
May 07, 2026
New Betim facility expands regional production, supports Clover’s growth strategy, and strengthens supply-chain
From
Fiserv, Inc.
Via
GlobeNewswire
Fiserv Reports First Quarter 2026 Results
May 05, 2026
From
Fiserv, Inc.
Via
GlobeNewswire
Higher Prices Sustained Small Business Sales Growth in April, Fiserv Data Shows
May 04, 2026
Fiserv Small Business Index remands steady at 144; year-over-year sales grew +1.1%
From
Fiserv, Inc.
Via
GlobeNewswire
Yakima Federal Helps Small Businesses Manage Cash Flow More Efficiently
April 30, 2026
First Experience Digital deployment of CashFlow Central brings modern, unified AP and AR into one digital experience
From
Fiserv, Inc.
Via
GlobeNewswire
Carin Leon De Sonora Para El Mundo Tour 2026: Discounted Tickets + Promo Code at CapitalCityTickets.com
April 29, 2026
Via
AB Newswire
Fiserv to Present at Upcoming Investor Conferences
April 20, 2026
From
Fiserv, Inc.
Via
GlobeNewswire
Fiserv to Release First Quarter Earnings Results on May 5, 2026 and Confirms Details for May 14, 2026 Investor Day
April 20, 2026
From
Fiserv, Inc.
Via
GlobeNewswire
KILL CPI and Fiserv Forge Major Alliance to Modernize Instant Issuance Experience for Financial Institutions
April 17, 2026
Via
Business Wire
Ahold Delhaize USA Introduces Pay by Bank Partnership with Fiserv to Expand Digital Payment Options for Online Grocery Orders
April 07, 2026
Added payment option offers customers a secure and convenient way to pay directly from their bank accounts when shopping select Ahold Delhaize USA grocery brands online
From
Ahold Delhaize USA
Via
GlobeNewswire
Small Business Sales Grew Steadily in March as Higher Ticket Sizes Offset Softer Foot Traffic, Fiserv Data Shows
April 02, 2026
Fiserv Small Business Index rises to 144; year-over-year sales grew +1.3%
From
Fiserv, Inc.
Via
GlobeNewswire
FISERV (NASDAQ:FISV) ALERT: Bragar Eagel & Squire, P.C. is Investigating Fiserv, Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
April 01, 2026
From
Bragar Eagel & Squire
Via
GlobeNewswire
Fiserv and Western Alliance Bank Form Strategic Alliance to Power High-Impact Commerce Experiences for Clients
March 17, 2026
New collaboration broadens access to Clover all-in-one commerce solution and bolsters Fiserv’s regional footprint and specialized industry reach
From
Fiserv, Inc.
Via
GlobeNewswire
FISERV INVESTIGATION ALERT: Bragar Eagel & Squire, P.C. is Investigating Fiserv, Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
March 09, 2026
From
Bragar Eagel & Squire
Via
GlobeNewswire
Secure Cheap Romeo Santos & Prince Royce Concert Tickets 2026 – Promo Code CITY10 Deals at CapitalCityTickets.com
March 07, 2026
Via
AB Newswire
Fiserv to Present at Upcoming Investor Conferences
March 06, 2026
From
Fiserv, Inc.
Via
GlobeNewswire
February Sales Stabilize as Higher Ticket Sizes Offset Weather Driven Foot Traffic Declines
March 03, 2026
Fiserv Small Business Index remains at 143; year-over-year sales grew +1.2%
From
Fiserv, Inc.
Via
GlobeNewswire
Fiserv Introduces INDX, a Real-Time Cash Settlement Platform for Digital Asset Companies
February 12, 2026
With every dollar distributed throughout the Fiserv Deposit Network, INDX will bring additional deposits to Fiserv community bank and credit union clients
From
Fiserv, Inc.
Via
GlobeNewswire
Fiserv Reports Fourth Quarter and Full Year 2025 Results
February 10, 2026
From
Fiserv, Inc.
Via
GlobeNewswire
January Deep Freeze Impacts Small Business Foot Traffic, New Fiserv Data Shows
February 03, 2026
Fiserv Small Business Index declined 1 point to 143; year-over-year sales grew +0.7%
From
Fiserv, Inc.
Via
GlobeNewswire
FISERV INVESTIGATION ALERT: Bragar Eagel & Squire, P.C. is Investigating Fiserv, Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
January 30, 2026
From
Bragar Eagel & Squire
Via
GlobeNewswire
ServiceNow and Fiserv expand strategic commitment to accelerate AI-driven transformation of financial services
January 28, 2026
From
ServiceNow
Via
Business Wire
Fiserv and Affirm Join Forces to Bring Flexible Payments to Debit
January 26, 2026
Strategic collaboration empowers financial institutions with turnkey Debit BNPL integration and access to the Affirm merchant network
From
Fiserv, Inc.
Via
GlobeNewswire
FISERV INVESTIGATION ALERT: Bragar Eagel & Squire, P.C. is Investigating Fiserv, Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
January 22, 2026
From
Bragar Eagel & Squire
Via
GlobeNewswire
Fiserv and Sumitomo Mitsui Introduce Clover Suite of Products, Enabling Digital Commerce for Millions of Merchants
January 21, 2026
From
Fiserv, Inc.
Via
Business Wire
Fiserv to Release Fourth Quarter Earnings Results on February 10, 2026
January 20, 2026
From
Fiserv, Inc.
Via
Business Wire
Rascal Flatts Tour Tickets 2026: Cheap Seats & Promo Code Deals at CapitalCityTickets.com
January 18, 2026
Via
AB Newswire
Topics
Economy
FISERV ALERT: Bragar Eagel & Squire, P.C. is Investigating Fiserv, Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
January 15, 2026
From
Bragar Eagel & Squire
Via
GlobeNewswire
Fiserv Launches Unknown Shopper at NRF, Helping Merchants Better Understand In-Store Customers
January 09, 2026
From
Fiserv, Inc.
Via
Business Wire
Fiserv Collaborates with Microsoft to Accelerate AI-Driven Innovation
January 08, 2026
From
Fiserv, Inc.
Via
Business Wire
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