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What We Buy Currently
What We Normally Don’t Buy
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Advantages of Our Bid Wanted System
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Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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Event Schedule
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Investing During Uncertain Times
Read FULL Seminar Here
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
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
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
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
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Fidelity National Information Services
(NY:
FIS
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41.92
-0.84 (-1.96%)
Official Closing Price
Updated: 7:00 PM EDT, Aug 12, 2026
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Kling AI Unveils Industry-first Native 4K Mode to Support Cinematic-Level Output
April 27, 2026
Via
Get News
Topics
Artificial Intelligence
If You Own One of These ETFs, Fidelity Is About to Charge You $100 to Trade It
↗
April 26, 2026
Fidelity's decision to charge $100 service fees on more than 120 ETFs should make customers consider finding a new brokerage platform.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Initial Public Offering
Should You Really Max Out Your 401(k)? The Surprising Answer for Most Americans.
↗
April 26, 2026
What's right for one is not right for all. Here's how to decide if you should max out your own account.
Via
The Motley Fool
Topics
Bankruptcy
Lawsuit
Retirement
Forget Shiba Inu: This Safer Cryptocurrency Will Help You Sleep At Night
↗
April 25, 2026
Ethereum could be at the forefront of major changes to the financial industry's infrastructure.
Via
The Motley Fool
Publicly Traded Quantum Computing Stocks Investors Are Watching in 2026
April 25, 2026
Via
GlobePRwire
Which Dividend ETF Is Best for the Long Term: Fidelity's FDVV or Schwab's SCHD?
↗
April 24, 2026
Explore how sector focus and risk profiles set these two popular dividend ETFs apart for income and growth-minded investors.
Via
The Motley Fool
Topics
ETFs
The FDVV ETF Delivers Higher 5-Year Growth Than the HDV ETF
↗
April 24, 2026
Sector exposure and risk profiles set these two high-yield ETFs apart, shaping their appeal for income and growth-focused investors.
Via
The Motley Fool
Topics
ETFs
How to Tell If Your Retirement Savings Are on Track -- a Simple Spring 2026 Checkup
↗
April 24, 2026
A few key moves could give you more peace of mind.
Via
The Motley Fool
Topics
Bonds
ETFs
Retirement
How to Make Your Retirement Savings Last a Full 30 Years
↗
April 24, 2026
Canadian Natural Resources stock could be the retirement income anchor you need. Here is how to make your savings last 30 years without running out of money.
Via
The Motley Fool
Topics
Artificial Intelligence
Retirement
FIS to Report First Quarter Earnings on May 8, 2026
April 23, 2026
From
Fidelity National Information Services
Via
Business Wire
SPY vs. FIGB: SPDR S&P 500 ETF Provides Equity-Based Growth, While Fidelity Bond ETF Offers a Higher Yield
↗
April 23, 2026
Compare how yield, volatility, and expense ratios set these two ETFs apart—and what that means for portfolio construction and income strategies.
Via
The Motley Fool
Topics
Bonds
ETFs
Stocks
3 Insurance Stocks That Concern Us
April 23, 2026
Insurance firms play a critical role in the financial system, offering everything from property coverage to life insurance and specialized risk solutions. Bu...
Via
StockStory
Topics
Retirement
Top 7 Reliable Industrial 3D Scanners for Metrology & QC (2026 Buyer’s Guide)
April 22, 2026
Via
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INLIGHT Attracts 1.5 Million Overseas Visitors in 2025, Leading the Global Lantern Festival Industry Through IP Collaborations and Immersive Innovation
April 22, 2026
Via
Get News
Think Your Roth IRA Is Completely Tax-Free? Think Again
↗
April 21, 2026
Fidelity has flagged the Roth five-year rule as one of the most misunderstood features in the US retirement code, and the 260-page final regulations the IRS released on inherited accounts in July 2024...
Via
Benzinga
Topics
Retirement
The Quiet Infrastructure Play on Small-Bank Survival
↗
April 21, 2026
Via
MarketBeat
Which Is the Better Bond ETF, Vanguard's VGIT or Fidelity's FIGB?
↗
April 21, 2026
Expense ratios, yield differences, and risk profiles reveal distinct advantages for each fund. See how these factors shape their roles in a diversified portfolio.
Via
The Motley Fool
Topics
Bonds
ETFs
FIGB vs. IEI: Fidelity Bond ETF Offers Higher Yield But iShares Treasury Fund Has Lower Fees
↗
April 21, 2026
Compare the trade-offs between broader credit exposure and cost efficiency as these two bond ETFs target different segments of the fixed-income market.
Via
The Motley Fool
Topics
Bonds
ETFs
Economy
FIS Levels the Playing Field: New Trading Platform Gives Firms Wall Street-Grade Investment Tools
April 21, 2026
From
Fidelity National Information Services
Via
Business Wire
This "Magnificent Seven" Stock Will Be a Big Winner from the SpaceX IPO (Hint: It's Not Tesla)
↗
April 21, 2026
Tesla could even be a big loser if SpaceX bumps it out of the "Magnificent Seven."
Via
The Motley Fool
Topics
Initial Public Offering
Tripo AI Introduces H3.1 to Advance High-Fidelity AI 3D Generation for Production
April 20, 2026
Via
Press Release Distribution Service
Topics
Artificial Intelligence
Expert Matchmaker in Wellesley Report by CX Research Institute
April 20, 2026
Via
AB Newswire
What's the Best Bitcoin ETF to Buy in 2026?
↗
April 20, 2026
With this new ETF, buying Bitcoin has never been easier or cheaper.
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Record Highs in the S&P 500 Show Selling on War Headlines Is Usually a Mistake
↗
April 17, 2026
The stock market has gone up despite the Iran war -- this shows the value of buy-and-hold investing.
Via
The Motley Fool
Topics
Bonds
Economy
Stocks
Why Fidelity National Financial (FNF) Stock Is Up Today
April 17, 2026
What Happened? Shares of title insurance company Fidelity National Financial (NYSE:FNF) jumped 3% in the afternoon session after the U.S.-Iran ceasefire anno...
Via
StockStory
Topics
Economy
Bull vs Bear: Is IonQ Stock a Buy or Sell?
↗
April 17, 2026
Looking at the bullish and bearish cases for IonQ.
Via
The Motley Fool
Topics
Artificial Intelligence
Here's How Much $100 Invested In Fidelity MSCI Information Technology Index ETF 5 Years Ago Would Be Worth Today
↗
April 17, 2026
Via
Benzinga
Topics
ETFs
Could IonQ Be the Next Multibagger?
↗
April 16, 2026
IonQ just grew its revenue by over 400% year over year.
Via
The Motley Fool
Fidelity National Earnings Preview: What to Expect
April 16, 2026
Fidelity National is expected to announce its first-quarter results soon, and analysts are projecting a single-digit rise in its EPS.
Via
Barchart.com
Topics
ETFs
Best AI Interior Design App: Roomika Voted #1 By BFD Research Group
April 16, 2026
Via
AB Newswire
Topics
Artificial Intelligence
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