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home
about us
Investment Approach
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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
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
)
69.85
+0.35 (+0.50%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 9, 2026
Add to My Watchlist
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All News about Fiserv
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Fiserv Accelerates Open Finance and Enables Collaboration Among Financial Institutions and Fintechs with AppMarket Launch
April 26, 2022
From
Fiserv, Inc.
Via
Business Wire
WizarPOS Mobile Terminals Acquired OmniPay Platform Certification of European Merchant Services
April 20, 2022
The Android POS Leader Expanded Footprint in Europe
Via
Newswire.com
New Fiserv Core Platform Enhancements Tackle Key Client Challenges
April 20, 2022
From
Fiserv, Inc.
Via
Business Wire
Fiserv Q1 2022 Earnings Conference Call On April 27, 2022 At 08:00 AM ET
↗
April 13, 2022
Fiserv (NASDAQ:FISV) will host a conference call at 08:00 AM ET on April 27, 2022, to discuss Q1 2022 earnings results. How to Attend Fiserv (FISV) Conference Call Follow this link to access the live...
Via
Benzinga
Analyst Ratings For Fiserv
↗
April 06, 2022
Analysts have provided the following ratings for Fiserv (NASDAQ:FISV) within the last quarter:
Via
Benzinga
Fiserv Inc Slammed After Earnings, Here The Trade Level
↗
February 08, 2022
The next major support level for Fiserv Inc (FISV) stock will be around the $90.00 area. This important support level is where the stock reversed higher in March 2020.
Via
Talk Markets
Fiserv Shares Drop On Cautious FY22 Outlook
↗
February 08, 2022
Via
Benzinga
Arkansas Federal Credit Union Upgrades P2P Solution to Zelle via Fiserv, Sees Boom in Transactions and Users
April 13, 2022
From
Fiserv, Inc.
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For April 12, 2022
↗
April 12, 2022
Upgrades
Via
Benzinga
Why Fiserv Shares Are Falling Today
↗
February 08, 2022
Fiserv Inc (NASDAQ: FISV) is trading lower Tuesday morning despite announcing better-than-expected fourth-quarter financial results.
Via
Benzinga
Fiserv to Release First Quarter Earnings Results on April 27, 2022
April 12, 2022
From
Fiserv, Inc.
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For April 6, 2022
↗
April 06, 2022
Upgrades
Via
Benzinga
Heavily Burnt Toast Stock Is Worth a Bite Now
↗
April 05, 2022
TOST stock looks oversold. There's room for a reversal rally from current levels on the back of decent growth and margin improvement.
Via
InvestorPlace
Fiserv Completes Acquisition of Finxact
April 01, 2022
From
Fiserv, Inc.
Via
Business Wire
Top News In Fintech And Beyond For March 31, 2022
↗
March 30, 2022
🏆 The Fintech Awards Are Upon Us: Benzinga is bringing back its annual Global Fintech Awards event this November. To participate in this recognition of disruptive...
Via
Benzinga
Finicity and Fiserv Offer More Consumer Choice Through Secure Data Access
March 30, 2022
From
Fiserv, Inc.
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For April 5, 2022
↗
April 05, 2022
Upgrades
Via
Benzinga
Magnati Enables Businesses to Accept Contactless Payments on Their Own Phones with Technology from Fiserv
March 29, 2022
From
Fiserv, Inc.
Via
Business Wire
Fiserv and MX Enable Secure Consumer Financial Data Access to Accelerate Future of Open Finance
March 21, 2022
From
Fiserv, Inc.
Via
Business Wire
MONETA Wins Celent Model Bank 2022 Award for Card Modernisation Initiative with Fiserv
March 17, 2022
From
Fiserv, Inc.
Via
Business Wire
My No. 2 Stock Pick For 2022 Rises 100%…
↗
March 15, 2022
There isn't just one kind of good stock, and there isn't just one good strategy for when to sell. You need a variety of approaches.
Via
InvestorPlace
How To Trade A Year Of Innovations And Looming Regulations In The Fintech Sector
↗
March 15, 2022
Although you wouldn’t think it at first glance, 2021 was a rocky year for fintech stocks. Since 2020, the market has seen a rise in e-commerce spending, an uptick in...
Via
Benzinga
7 Favorite Fintech Stocks to Buy After the Correction
↗
March 03, 2022
Here are 7 fintech stocks trading at significant discounts with the industry poised to thrive in the foreseeable future.
Via
InvestorPlace
Risk Management Market Size, Share, Trends, Industry Growth, and Forecast 2028 Top Key Players Protiviti, Oracle, LockPath, IBM, G Bina, Fiserv, FireEye, Enablon, EMC
February 28, 2022
Risk Management Market Report by Global Size 2022 by Research Objectives, Investment Scenario, Impact of COVID 19 on the Industry, Key Trends by Regions, Share and Revenue Forecast by 2028
Via
SBWire
CIBC and Pollinate announce exclusive partnership to launch “Tyl by CIBC” in Canada
February 25, 2022
Via
Get News
Fiserv Appoints Dylan G. Haggart to Board of Directors
February 23, 2022
From
Fiserv, Inc.
Via
Business Wire
7 Stocks To Buy at the Bottom After the Market Rout
↗
February 17, 2022
The recent market rout offers an opportune entry point to these seven robust stocks. These are good stocks to buy at their bottom now.
Via
InvestorPlace
What 11 Analyst Ratings Have To Say About Fiserv
↗
February 09, 2022
Over the past 3 months, 11 analysts have published their opinion on Fiserv (NASDAQ:FISV) stock. These analysts are typically employed by large Wall Street banks and tasked with understanding a...
Via
Benzinga
10 Fintech Stocks To Own Until 2032 and Beyond
↗
February 08, 2022
While falling out of favor for now, in the long-term the 'digitalization of money' trend could send these 10 fintech stocks higher.
Via
InvestorPlace
Real-Time Payments Market Size Worth USD 61330 Mn by 2028 : Share, Industry Analysis by ACI Worldwide, FIS, Fiserv, PayPal, Wirecard, Mastercard, Temenos, Visa
February 08, 2022
Global Real-Time Payments market size will reach USD 61330 million in 2028, growing at a CAGR of 23.2% over the analysis period
Via
SBWire
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