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home
about us
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Firm ADV PDFs
Form CRS
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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
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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
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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
)
66.99
+1.40 (+2.13%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 5, 2026
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2026 Comeback Picks: 3 S&P Laggards Poised to Break Out
↗
December 11, 2025
Via
MarketBeat
Topics
Stocks
NASDAQ: FISV, NYSE: FI INVESTOR ALERT: Berger Montague Advises Fiserv, Inc. (NASDAQ: FISV) (NYSE: FI) Investors of a January 5, 2026 Deadline
December 09, 2025
From
Berger Montague
Via
GlobeNewswire
FI Stockholders with Large Losses Should Reach Out to Robbins LLP to Learn About the Class Action Against Fiserv, Inc.
December 08, 2025
From
Robbins LLP
Via
GlobeNewswire
Here's How Much You Would Have Made Owning Fiserv Stock In The Last 20 Years
↗
May 30, 2024
Via
Benzinga
Analyzing Fiserv In Comparison To Competitors In Financial Services Industry
↗
May 22, 2024
Via
Benzinga
FISERV, INC. (NASDAQ: FISV) SHAREHOLDER ALERT Bernstein Liebhard LLP Reminds Fiserv, Inc. Investors of Upcoming Deadline
December 08, 2025
From
Bernstein Liebhard LLP
Via
GlobeNewswire
Is Fidelity National Information Services Stock Underperforming the Dow?
December 08, 2025
While Fidelity National Information Services has lagged the Dow Jones Industrial Average in recent performance, Wall Street analysts maintain a moderately optimistic outlook for the stock’s future...
Via
Barchart.com
Topics
Stocks
Fiserv's 8% Rebound: Value Trap Or Year-End Bargain? Traders Bet On Reversal At 7x Earnings
↗
December 08, 2025
Fiserv jumps 8% as traders eye a reversal. Is the stock a value trap or a bargain at 7x earnings? Analyze the key technicals and ratios.
Via
Benzinga
Small Businesses Slash 120,000 Jobs, Signaling Deepening Economic Woes and Heightened Fed Rate Cut Expectations
December 03, 2025
The U.S. labor market delivered an unexpected jolt to the economy last month, as small businesses, the traditional engine of job creation, shed a staggering 120,000 positions in November 2025. This...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Supply Chain
SHAREHOLDER ALERT Bernstein Liebhard LLP Announces A Securities Fraud Class Action Lawsuit Has Been Filed Against Fiserv, Inc. (NASDAQ: FISV)
December 03, 2025
From
Bernstein Liebhard LLP
Via
GlobeNewswire
Strong Black Friday Sales Highlight an Otherwise Flat November, According to Fiserv Small Business Index
December 03, 2025
From
Fiserv, Inc.
Via
Business Wire
Toast (NYSE: TOST) Navigates Market with Steady Analyst Confidence and Robust Growth Prospects
December 01, 2025
Boston, MA – December 1, 2025 – Despite recent market fluctuations, financial analysts are largely maintaining a steady price target near $47.35 per share for Toast (NYSE: TOST), the leading...
Via
MarketMinute
Topics
Artificial Intelligence
SHAREHOLDER ALERT Bernstein Liebhard LLP Announces A Securities Fraud Class Action Lawsuit Has Been Filed Against Fiserv, Inc. (NASDAQ: FISV)
December 01, 2025
From
Bernstein Liebhard LLP
Via
GlobeNewswire
Fiserv Appoints Walter Pritchard as Senior Vice President, Head of Investor Relations
December 01, 2025
From
Fiserv, Inc.
Via
Business Wire
2 Reasons to Load Up on Fiserv, 1 to Stay Away
↗
November 28, 2025
Via
MarketBeat
Fiserv, Inc. Class Action – FISV Stockholders Contact Robbins LLP for Information About Leading the Fiserv, Inc. Class Action Lawsuit
November 25, 2025
From
Robbins LLP
Via
GlobeNewswire
Plot Twist: Credit Card Giants Are Emerging As Crypto Disruptors
↗
November 24, 2025
Once upon a time, cryptocurrencies were supposed to destroy traditional payment processors? Plot twist: the credit card giants are now becoming crypto companies themselves.
Via
The Motley Fool
Topics
Credit Cards
SHAREHOLDER ALERT Bernstein Liebhard LLP Announces A Securities Fraud Class Action Lawsuit Has Been Filed Against Fiserv, Inc. (NASDAQ: FISV)
November 24, 2025
From
Bernstein Liebhard LLP
Via
GlobeNewswire
Billionaire David Tepper Dumped Appaloosa's Stake in Oracle and Is Piling Into a Sector That Wall Street Thinks Will Outperform
↗
November 23, 2025
David Tepper has been one of the most successful investors over the past three decades.
Via
The Motley Fool
Topics
Artificial Intelligence
Synchrony Financial, Corpay, and LendingClub Shares Are Soaring, What You Need To Know
November 21, 2025
A number of stocks jumped in the afternoon session after investors grew more optimistic about a potential Federal Reserve interest rate cut in December.
Via
StockStory
Topics
Credit Cards
Economy
KeyCorp Trims i3 Verticals Price Target Amidst Sobering FY2026 Growth Outlook
November 20, 2025
KeyCorp's investment banking arm, KeyBanc, has recently recalibrated its outlook for i3 Verticals (NASDAQ: IIIV) stock, lowering its price target from $35.00 to $32.00. This adjustment comes despite i3...
Via
MarketMinute
SHAREHOLDER ALERT Bernstein Liebhard LLP Announces A Securities Fraud Class Action Lawsuit Has Been Filed Against Fiserv, Inc. (Nasdaq: FISV)
November 19, 2025
From
Bernstein Liebhard LLP
Via
GlobeNewswire
10 Financials Stocks With Whale Alerts In Today's Session
↗
November 17, 2025
Via
Benzinga
2 Reasons to Avoid FI and 1 Stock to Buy Instead
November 16, 2025
Fiserv has gotten torched over the last six months - since May 2025, its stock price has dropped 62.3% to $63.69 per share. This was partly driven by its softer quarterly results and may have investors...
Via
StockStory
Fiserv Has NEVER Done This Before—Is It a Screaming Buy?
↗
November 14, 2025
Via
MarketBeat
Fiserv Receives 2025 Vets Ready Recognition by Hiring and Supporting Veterans
November 14, 2025
From
Fiserv, Inc.
Via
Business Wire
Fiserv Announces Resolution of False Claims Act Lawsuit with U.S. Government
November 13, 2025
From
Fiserv, Inc.
Via
Business Wire
David Tepper's Hedge Funds Bets On AMD, Nvidia In Q3, Takes Profits On Intel
↗
November 13, 2025
A new 13F filing shows David Tepper's hedge fund betting on regional banks, semiconductors and more.
Via
Benzinga
3 Low-Volatility Stocks We Steer Clear Of
November 11, 2025
A stock with low volatility can be reassuring, but it doesn’t always mean strong long-term performance. Investors who prioritize stability may miss out on higher-reward opportunities elsewhere.
Via
StockStory
Bitcoin’s Quiet Revolution: Fueling Stablecoin Settlement Beyond “Digital Gold”
November 11, 2025
November 11, 2025 – Bitcoin (BTC) is undergoing a profound transformation, subtly yet significantly evolving beyond its iconic role as a mere "store of value" to become the foundational "settlement...
Via
BreakingCrypto
Topics
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