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home
about us
Investment Approach
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Market Analysis Summary
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Team Biographies
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
Client Information
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
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
)
56.64
+0.30 (+0.53%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Mar 25, 2026
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6 Analysts Have This to Say About Fiserv
↗
July 14, 2022
Within the last quarter, Fiserv (NASDAQ:FISV) has observed the following analyst ratings:
Via
Benzinga
Here's How Much You Would Have Made Owning Fiserv Stock In The Last 15 Years
↗
July 13, 2022
Fiserv (NASDAQ:FISV) has outperformed the market over the past 15 years by 7.15% on an annualized basis producing an average annual return of 13.34%. Currently, Fiserv has a market capitalization of...
Via
Benzinga
How Is The Market Feeling About Fiserv?
↗
July 12, 2022
Fiserv's (NASDAQ:FISV) short percent of float has risen 7.27% since its last report. The company recently reported that it has 10.74 million shares sold short, which is 1.77% of...
Via
Benzinga
Fiserv Earnings Conference Call Is Coming Up, Here's What You Need To Know
↗
July 12, 2022
Fiserv (NASDAQ:FISV) will host a conference call at 08:00 AM ET on July 26, 2022, to discuss Q2 2022 earnings results. How to Attend Fiserv (FISV) Conference Call Follow this link to access the live...
Via
Benzinga
Best Stocks for 2022: POSaBIT Is a Top Penny Stock in a Bumpy Year
↗
July 12, 2022
Investing in any penny stock comes with risks, but POSAF stock is a unique opportunity that could very well be 2022's best penny stock.
Via
InvestorPlace
Fiserv to Release Second Quarter Earnings Results on July 26, 2022
July 11, 2022
From
Fiserv, Inc.
Via
Business Wire
What 7 Analyst Ratings Have To Say About Fiserv
↗
June 21, 2022
Within the last quarter, Fiserv (NASDAQ:FISV) has observed the following analyst ratings:
Via
Benzinga
Insurance Fraud Identification Market Growth, Size, Share, Global Industry Analysis, Trends, Key Competitors and Forecast to 2028 ACI Worldwide, CaseWare, Experian, FICO, Fiserv, FRISS, IBM, Kount, LexisNexis
July 08, 2022
Insurance Fraud Identification Market to hit by 2028 - Global Insights on Trends, Value Chain Analysis, Regulatory Framework, Leading Players, Drivers, and Future Prospect
Via
SBWire
Topics
Fraud
Fiserv Named Merchant Acquirer of The Year for Launch of Carat
July 08, 2022
From
Fiserv, Inc.
Via
Business Wire
Here's How Much You Would Have Made Owning Fiserv Stock In The Last 15 Years
↗
June 28, 2022
Fiserv (NASDAQ:FISV) has outperformed the market over the past 15 years by 6.89% on an annualized basis producing an average annual return of 13.2%. Currently, Fiserv has a market capitalization of...
Via
Benzinga
CAI Software Helps Clients Simplify E-Commerce Payments
June 24, 2022
CAI Software, LLC ("CAI" or "CAI Software"), a leader in the delivery of mission-critical enterprise resource planning (ERP), manufacturing execution systems (MES) and warehouse management software...
Via
Newswire.com
Topics
Credit Cards
PayPal Stock Looks Attractive Under $75 a Share
↗
June 24, 2022
Along with other best fintech companies, PayPal shares have plummeted. However, there is still reason for optimism about PYPL stock going forward.
Via
InvestorPlace
Watch The Bounce: Goldman Sachs And Morgan Stanley Analysts Foresee Extended Losses
↗
June 21, 2022
The S&P 500 is rebounding on Tuesday, pushing more than 2.3% higher following the string of events that sent the index into an official bear market.
Via
Benzinga
RBC Shares Its Insight On Fintechs, Apple Buy Now Pay Later, Ultimate Winners
↗
June 13, 2022
RBC Capital analyst Daniel. R. Perlin looked forward to the Fintech Conference on June 14. Investor feedback was generally constructive, with most investors focused on which names in its universe have...
Via
Benzinga
Here's How Much You Would Have Made Owning Fiserv Stock In The Last 15 Years
↗
June 13, 2022
Fiserv (NASDAQ:FISV) has outperformed the market over the past 15 years by 6.7% on an annualized basis producing an average annual return of 12.92%. Currently, Fiserv has a market capitalization of...
Via
Benzinga
Clover Sport Enhances Fan Experiences and Streamlines Stadium Operations Globally
June 13, 2022
From
Fiserv, Inc.
Via
Business Wire
Global Fraud Detection and Prevention Market Size Will Reach Valuation of $ 27,354 Million at CAGR of 12.3% from 2022 to 2028
June 09, 2022
Global Fraud Detection and Prevention Market Dynamics, Segmentation, Regional Analysis and SWOT Analysis of Players like Callsign Inc., DataVisor, Inc., Fair Isaac Corporation (FICO), Featurespace...
Via
SBWire
Topics
Fraud
1,000 Banks and Credit Unions Now Live with Zelle® via Fiserv
June 09, 2022
From
Fiserv, Inc.
Via
Business Wire
Fiserv Adds More Digital Payout Choice for Businesses Using Carat
June 08, 2022
From
Fiserv, Inc.
Via
Business Wire
Payoneer and Fiserv Collaborate to Streamline Cross-Border Payouts for Businesses
June 07, 2022
From
Payoneer
Via
Business Wire
7 Growth Stocks to Buy After Any Market Dive
↗
June 06, 2022
Investors seeking growth stocks to buy could do much worse than starting here. These equities are near their bottoms.
Via
InvestorPlace
Trust Payments Expands Fiserv Relationship to Enable Long-Term Growth
June 06, 2022
From
Fiserv
Via
Business Wire
enosix Announces Jeff Benson as VP of Sales to Drive Aggressive Growth Plan and Market Expansion
June 01, 2022
Via
AB Newswire
Wells Fargo Lists Its Picks In the Fintech Universe - See Which Stocks Made the Cut
↗
May 24, 2022
Wells Fargo analyst Jeff Cantwell's top five fintech companies were WEX Inc (NYSE: WEX), FleetCor Technologies, Inc (NYSE: FLT), Fidelity National Information Service
Via
Benzinga
7 Defensive Growth Stocks to Buy for a Shaky Market
↗
May 21, 2022
These are the best defensive growth stocks to invest in now. Each of these can make great investments if/when the market sours.
Via
InvestorPlace
3 Undervalued Fintech Stocks to Buy Now
↗
May 20, 2022
These 3 fintech stocks are highly undervalued. AFRM, PYPL, and SOFI can make great long-term investments in June.
Via
InvestorPlace
Fiserv Named a Leader Among Merchant Payment Providers for Carat Operating System
May 19, 2022
From
Fiserv, Inc.
Via
Business Wire
SunStream Business Services Selects Fiserv to Modernize Operations
May 18, 2022
From
Fiserv, Inc.
Via
Business Wire
Affirm Stock Bottomed After March Quarter Numbers
↗
May 18, 2022
AFRM Stock bottomed after March quarter numbers were better than expected, but the economy remains ragged, limiting gains.
Via
InvestorPlace
Q1 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios
↗
May 17, 2022
The latest round of 13F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling.
Via
Benzinga
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