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home
about us
Investment Approach
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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
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Featured Quarterly Newsletter
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Fiserv
(NQ:
FISV
)
69.85
+0.35 (+0.50%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 9, 2026
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All News about Fiserv
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Fiserv Research Shows Digital Wallet Use Surging, Fintechs Key to Consumer Financial Experience
December 16, 2021
From
Fiserv, Inc.
Via
Business Wire
Let's Talk Interactive Names Daniel Boyce as Chief Product Officer
December 15, 2021
Boyce brings 20 years of experience as a product and analytics executive to LTI, driving scalable growth of firm's product offerings
Via
Newswire.com
Fraud Detection and Prevention Market Growing at a CAGR 12.8% | Key Player Nice Actimize, Lexisnexis Risk Solutions, Transunion, Fiserv, RSA Security
December 13, 2021
Via
AB Newswire
Topics
Fraud
PayPal Has Traditional Banks Scared as the Ultimate Fintech Grows Up
↗
December 13, 2021
While the recent fall in the share price has many people pounding the table, PYPL stock is best for aggressive, growth-oriented investors
Via
InvestorPlace
Tokenization Market to Witness Massive Growth from 2021 to 2026: TokenEx, Merchant Link, Liaison Technologies
↗
December 10, 2021
The Tokenization Market has witnessed continuous growth in past few years and is projected to grow at good pace during the forecast period of 2021-2026.
Via
SBWire
Topics
Supply Chain
Where Fiserv Stands With Analysts
↗
December 10, 2021
Over the past 3 months, 6 analysts have published their opinion on Fiserv (NASDAQ:
Via
Benzinga
Enterprise Payments Platform Market to See Huge Growth by 2026 : FIS, Built, G2
↗
December 10, 2021
What's Ahead in the Global Enterprise Payments Platform Market? Benchmark yourself with strategic steps and conclusions recently published by AMA
Via
SBWire
Topics
Fraud
Benzinga's Top Ratings Upgrades, Downgrades For December 10, 2021
↗
December 10, 2021
Upgrades According to JP Morgan, the prior rating for Arconic Corp (NYSE:
Via
Benzinga
Commerce M-Payment Market to Eyewitness Massive Growth by 2027: Apple, Alphabet, Mastercard
↗
November 24, 2021
Edison, NJ -- (SBWIRE) -- 11/24/2021 -- Latest Study on Industrial Growth of Global Commerce M-Payment Market 2021-2027. A detailed study accumulated to offer Latest insights about acute features of...
Via
SBWire
Where Fiserv Stands With Analysts
↗
November 18, 2021
Analysts have provided the following ratings for Fiserv (NASDAQ:FISV) withi...
Via
Benzinga
SQ Stock Needs Time To Stabilize As It Becomes Block
↗
December 09, 2021
Square's name change to Block and focus on Bitcoin as well as the metaverse should provide long-term tailwinds for SQ stock.
Via
InvestorPlace
7 Overlooked Stocks to Buy Before Wall Street Catches On
↗
December 08, 2021
Although broader markets are near record highs, it’s still possible to find overlooked stocks available at attractive valuations.
Via
InvestorPlace
10 Fintech Stocks to Buy On the Dip After Falling to New Lows
↗
December 07, 2021
The two major ETFs investing in Fintech stocks are both down 15% or more in the past three months. Here are 10 stocks to buy from both funds.
Via
InvestorPlace
Fraud Detection and Prevention Market Revenue, Development Strategies, Business Risk Factors Analysis, Industry Key Players Overview, and Segmentation Forecasts to 2027
November 29, 2021
Fraud detection & prevention structures are software packages used to provide analytical solutions in opposition to fraud incidents and help to become aware of or save you destiny occurrences.
Via
SBWire
Topics
Fraud
Law Enforcement
7 Stocks 'On Sale' This Holiday Season
↗
November 26, 2021
This time of year, it may feel like you’ve missed out on big rallies in the best stocks. But, there may still be a chance to buy some high-quality stocks for 2022 at a discount to what you would have...
Via
Talk Markets
7 Stocks 'On Sale' This Holiday Season
↗
November 26, 2021
The SPDR S&P 500 ETF Trust (NYSE: SPY) has generated a total return of 26.4% year-to-date, but much of those overall gains have been driven by a handful of megacap stocks. In...
Via
Benzinga
Topics
Stocks
Fiserv to Present at the Credit Suisse 25th Annual Technology Conference
November 24, 2021
From
Fiserv, Inc.
Via
Business Wire
3 Fintech Stocks To Buy on Any Dip
↗
November 23, 2021
The current dip in the fintech space may offer some attractive opportunities to buy robust growth stocks. Square, Fiserve and SoFi are three to consider.
Via
InvestorPlace
Fintech Focus For November 23, 2021
↗
November 22, 2021
One Big Thing In Fintech: Citigroup (NYSE: C) has named a new head of digital assets within the division housing its investment bank, and will hire an additional 100 staff as...
Via
Benzinga
360 DigiTech Earns 'Survivor' Title After Latest Regulatory Wave
↗
November 22, 2021
Key Takeaways: 360 DigiTech has reported strong third-quarter results, with both turnover and net income posting solid gains Investment banks are optimistic on the company, with...
Via
Benzinga
Fiserv Completes Acquisition of BentoBox
November 22, 2021
From
Fiserv, Inc.
Via
Business Wire
Consumers Hungry for Real-Time Payments Offer Opportunities for Financial Institutions, Says Fiserv White Paper
November 22, 2021
From
Fiserv, Inc.
Via
Business Wire
Are Markets Overvaluing These 3 Stocks? LULU, NFLX, SQ
↗
November 18, 2021
Two recent stock events have called into question how markets are pricing stocks. The first event is the OG meme stock, Tesla (NASDAQ: TSLA), hitting a one trillion-...
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For November 18, 2021
↗
November 18, 2021
Upgrades Macquarie upgraded the previous rating for ZTO Express (Cayman) Inc (NYSE:
Via
Benzinga
Digital Lending Platform Market Size To Touch $26.08 Billion By 2028 | Key Players Analysis – Fiserv, FIS, Pegasystems, Newgen Software, Wizni, Nucleus Software And Ellie Mae | Million Insights
November 17, 2021
Via
AB Newswire
Two Technology Stocks: One For Growth One For Growth And Income
↗
November 16, 2021
Western Union Co. and Fiserv Inc. are two information technology stocks/companies that have both recently experienced falling stock prices.
Via
Talk Markets
CNBC's Final Trades: Fiserv, ResMed, Monster Beverage And This Semiconductor Company
↗
November 16, 2021
On CNBC’s “Halftime Report Fina...
Via
Benzinga
Bank Reconciliation Software Market 2021 - New Updates and Features Changing Phase of Reconciliation
November 15, 2021
This report provides a comprehensive analysis of current global Bank Reconciliation Software market based on segmented types and downstream applications. Major product development trends are discussed...
Via
SBWire
Fiserv to Present at Citi’s 2021 Annual FinTech Conference
November 12, 2021
From
Fiserv, Inc.
Via
Business Wire
Enterprise Payments Platform Market 2021 COVID 19 Impact Analysis Top Companies, New Technology, Demand and Opportunity – Fiserv, Payscout, Payline, Oracle, bookitLive
November 12, 2021
Enterprise Payments Platform Market Forecast and Growth through COVID 19, Competitive Landscape, Segments, Key Regions Overview by 2026
Via
SBWire
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