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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
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Back Dated Performance Reports
Quarterly Performance Reports
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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
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Total Asset Fund (TAF)
TAF® Program
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Additional Information
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Back Dated Performance Reports
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Event Schedule
Total Asset Fund (TAF sm) Presentation
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Fiserv
(NQ:
FISV
)
51.56
-1.16 (-2.20%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Aug 12, 2026
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July 15, 2026
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Fiserv to Release Second Quarter Earnings Results on August 6, 2026
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Fiserv’s Debit Network Talks Raise a Bigger Question for Visa and Mastercard
↗
July 09, 2026
Big banks are reportedly weighing a $15 billion bid for Fiserv's STAR debit network to bypass Durbin fee caps, as Visa and Mastercard face settlement costs and stablecoin competition.
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Samsung's Blowout Quarter Triggers a Chip Rout, Then Iran Reignites Overnight
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Why Fiserv Stock Topped the Market Today
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July 07, 2026
It's apparently in talks to sell a major business unit.
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Fiserv Stock Climbs On Possible Sale Of Debit Card Network To Banks
↗
July 07, 2026
Fiserv stock rose amid a report that the financial services company could sell its debit card payment processing network to a group of banks.
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Fiserv Stock (FISV) Is Trending Overnight: Here's Why
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July 07, 2026
Fiserv stock jumped after Reuters reported the company is exploring a sale of its STAR debit card network.
Via
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Small Business Sales Grow on Higher Tickets and Retail Rebound, Fiserv Data Shows
July 06, 2026
Fiserv Small Business Index increased to 145; year-over-year sales grew +2.4%
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July 06, 2026
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Shareholder Alert: Wisconsin Firm Ademi LLP Investigates Claims of Breach of Fiduciary Duty against Fiserv, Inc.
July 02, 2026
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July 02, 2026
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Fiserv Announces Results of Tender Offers for Any and All of its Outstanding 5.150% Senior Notes due 2027 and 4.400% Senior Notes due 2049
June 24, 2026
From
Fiserv, Inc.
Via
GlobeNewswire
Fiserv Announces Pricing of Tender Offers for Any and All of its Outstanding 5.150% Senior Notes due 2027 and 4.400% Senior Notes due 2049
June 23, 2026
From
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GlobeNewswire
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Is the Departure of Fiserv's CEO a Major Red Flag?
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June 18, 2026
Fiserv recently said that its CEO, Mike Lyons, had resigned to pursue another opportunity.
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June 18, 2026
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Why Fiserv (FISV) Stock Is Up Today
June 17, 2026
What Happened? Shares of financial technology provider Fiserv (NASDAQ:FISV) jumped 2.9% in the afternoon session after the company announced a cash tender of...
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Activist Investor Pressure? Fiserv Refinances 'US Dollar Debt' Amid CEO Exit
↗
June 16, 2026
Fiserv stock gains after launching tender offers for two senior note series as part of a broader debt reduction strategy.
Via
Benzinga
Fiserv Announces Launch of Tender Offers for Any and All of its Outstanding 5.150% Senior Notes due 2027 and 4.400% Senior Notes due 2049
June 16, 2026
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Micron, Marvell, Fox, Fiserv And Western Digital: Why These 5 Stocks Are On Investors' Radars Today
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June 15, 2026
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