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home
about us
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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
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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
MARKET RESEARCH
Featured Quarterly Newsletter
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Fidelity National Information Services
(NY:
FIS
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47.45
+0.56 (+1.19%)
Official Closing Price
Updated: 7:00 PM EDT, Mar 30, 2026
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The Physical AI Revolution: How NVIDIA Cosmos Became the Operating System for the Real World
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In a landmark shift that has redefined the trajectory of robotics and autonomous systems, NVIDIA (NASDAQ: NVDA) has solidified its dominance in the burgeoning field of "Physical AI." At the heart of...
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Why Rosenblatt Thinks Rigetti Computing Stock Can Soar 60% from Here
January 16, 2026
Rigetti Computing is a quantum computing stock that offers significant upside potential to shareholders, according to Rosenblatt Securities.
Via
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If You Invested $1000 In Fidelity MSCI Information Technology Index ETF Stock 5 Years Ago, You Would Have This Much Today
↗
January 16, 2026
Via
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Bitcoin Holds $95,000 Despite Crypto Bill Delay – Analysts Say Move Towards $100K Could Follow
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January 16, 2026
Bitcoin maintained support above $95,000 despite a delay in crypto market structure legislation.
Via
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Winners And Losers Of Q3: Fidelity National Financial (NYSE:FNF) Vs The Rest Of The Property & Casualty Insurance Stocks
January 15, 2026
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The Populist Pivot: Trump’s Endorsement of Credit Card Reform Sends Shockwaves Through Wall Street
January 15, 2026
In a move that has sent the shares of the world’s largest payment processors into a tailspin, President Donald Trump officially threw his weight behind the Credit Card Competition Act (CCCA) on January...
Via
MarketMinute
Topics
Credit Cards
Economy
Government
2 No-Brainer Quantum Computing Stocks to Buy Hand Over Fist for 2026
↗
January 15, 2026
IonQ and Alphabet are taking different approaches in quantum computing, and both could be long-term supercomputer stars.
Via
The Motley Fool
Topics
Artificial Intelligence
Halper Sadeh LLC Encourages Fidelity National Information Services, Inc. Shareholders to Contact the Firm to Discuss Their Rights
January 15, 2026
From
Halper Sadeh LLC
Via
Business Wire
BillionDollarBreaks – D-Wave Quantum Inc. (NYSE: QBTS) Demonstrates First Scalable, On-Chip Cryogenic Control of Gate-Model Qubits
January 15, 2026
Via
Investor Brand Network
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Supply Chain
Google’s Willow Chip: The 105-Qubit Breakthrough That Just Put Classical Supercomputing on Notice
January 15, 2026
In a definitive leap for the field of quantum information science, Alphabet Inc. (NASDAQ: GOOGL) has unveiled its latest quantum processor, "Willow," a 105-qubit machine that has effectively ended the...
Via
TokenRing AI
Topics
Artificial Intelligence
Intellectual Property
8 Analysts Have This To Say About Fidelity National Info
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January 15, 2026
Via
Benzinga
VCIT vs. FBND: What You Own Matters More Than Chasing Yield
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January 14, 2026
Both the Vanguard Intermediate-Term Corporate Bond ETF and the Fidelity Total Bond ETF target income-focused investors, yet their underlying construction shapes how they respond when market conditions...
Via
The Motley Fool
Topics
Bonds
ETFs
IonQ's Biggest Advantage in Quantum Computing Could Be Its Biggest Weakness
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January 14, 2026
IonQ's approach to quantum computing is different from that of its peers.
Via
The Motley Fool
The Cinematic Singularity: How Sora and the AI Video Wars Reshaped Hollywood by 2026
January 14, 2026
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Via
TokenRing AI
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Economy
Don't Leave the IRS a $1.7 Billion Tip: Set Up These RMD Reminders Now
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January 14, 2026
Keeping up with RMDs can possibly save you thousands in penalties.
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The Motley Fool
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Coinbase Global (COIN): The Emergence of an S&P 500 Pillar in 2026
January 14, 2026
Date: January 14, 2026 Introduction As of early 2026, Coinbase Global (Nasdaq: COIN) has transitioned from a high-beta proxy for Bitcoin volatility to a foundational pillar of the S&P 500. Once viewed...
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Finterra
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Coinbase (COIN) 2026 Deep-Dive: From Crypto Proxy to S&P 500 Pillar
January 14, 2026
As of January 14, 2026, Coinbase Global, Inc. (NASDAQ: COIN) stands as a radically different entity than the one that debuted on the public markets five years ago. Once viewed as a high-beta proxy for...
Via
Finterra
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Economy
What You Need to Know Ahead of Fidelity National's Earnings Release
January 14, 2026
Fidelity National will release its fourth-quarter earnings soon, and analysts anticipate a double-digit bottom-line growth.
Via
Barchart.com
NVIDIA Unveils ‘Vera Rubin’ Architecture at CES 2026: The 10x Efficiency Leap Fueling the Next AI Industrial Revolution
January 13, 2026
The 2026 Consumer Electronics Show (CES) kicked off with a seismic shift in the semiconductor landscape as NVIDIA (NASDAQ:NVDA) CEO Jensen Huang took the stage to unveil the "Vera Rubin" architecture....
Via
TokenRing AI
Topics
Artificial Intelligence
1 Quantum Computing Stock to Buy that Could Soar in 2026
↗
January 13, 2026
IonQ achieved a world record in two-qubit gate fidelity in 2025.
Via
The Motley Fool
Five Below’s Bullish Price Surprise Shouldn’t Surprise Anyone
January 13, 2026
Specialty value retailer Five Below reported its holiday results on Monday. They were top-notch, lifting FIVE stock by nearly 5%. Investors should not be surprised by its bullish price surprise. Here’s...
Via
Barchart.com
The Great February Exodus: Analyzing the Record $3.56 Billion Bitcoin ETF Outflow
January 12, 2026
The month of February 2025 has etched itself into the history books of the digital asset industry, not for a soaring rally, but for a staggering institutional retreat. In a dramatic reversal of the...
Via
BreakingCrypto
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ETFs
Economy
Regulatory Compliance
From Pixels to Playable Worlds: Google’s Genie 3 Redefines the Boundary Between AI Video and Reality
January 12, 2026
As of January 12, 2026, the landscape of generative artificial intelligence has shifted from merely creating content to constructing entire interactive realities. At the forefront of this evolution is...
Via
TokenRing AI
Topics
Artificial Intelligence
Texas Legislation 2.0: Lone Star State Refiles Reserve Bill to Onboard Ethereum and Solana
January 12, 2026
AUSTIN, TEXAS — On January 12, 2026, Texas State Representative Giovanni Capriglione (R-Southlake) officially refiled a landmark piece of legislation aimed at drastically expanding the state's digital...
Via
BreakingCrypto
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ETFs
Trump’s Tariff Shockwaves: Bitcoin Slumps to $89,060 as $516M Flees Spot ETFs
January 12, 2026
The "Trump Trade" that propelled the cryptocurrency market to historic heights throughout 2025 has met its most formidable adversary: the reality of a global trade war. Following the administration's...
Via
BreakingCrypto
Topics
Bonds
ETFs
Economy
Beyond the Protein: How AlphaFold 3 Redefined the Blueprint of Life and Accelerated the Drug Discovery Revolution
January 12, 2026
In the two years since its unveiling, AlphaFold 3 (AF3) has fundamentally transformed the landscape of biological research, moving the industry from simple protein folding to a comprehensive "all-atom"...
Via
TokenRing AI
Topics
Artificial Intelligence
2 Millionaire-Maker Quantum Computing Stocks
↗
January 12, 2026
IonQ and D-Wave Quantum both have huge potential upside if they become quantum computing leaders.
Via
The Motley Fool
Topics
Artificial Intelligence
FIS Launches Industry-First Offering Enabling Banks to Lead and Scale in Agentic Commerce
January 12, 2026
From
Fidelity National Information Services
Via
Business Wire
FIS Completes Strategic Acquisition of Global Payments’ Issuer Solutions Business and Sale of Worldpay Stake
January 12, 2026
From
Fidelity National Information Services
Via
Business Wire
Can $10,000 Invested in IonQ Transform Into $1 Million?
↗
January 10, 2026
IonQ is seen as the leader among quantum computing pure plays.
Via
The Motley Fool
Topics
ETFs
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