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home
about us
Investment Approach
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Value Proposition
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
)
69.27
+0.56 (+0.82%)
Streaming Delayed Price
Updated: 11:10 AM EST, Jan 8, 2026
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It’s Finally Safe To Buy Paysafe Stock Now
↗
November 09, 2021
Don't give up on PSFE stock amid the SPAC carnage
Via
InvestorPlace
Revenue Management Market May Reach to $22.4 Billion by 2024
↗
November 08, 2021
Northbrook, IL -- (SBWIRE) -- 11/08/2021 -- According to a research report "Revenue Management Market by Solution (Billing and Payment, Price Management, Revenue Assurance and Fraud Management, and...
Via
SBWire
Topics
Fraud
Will The Bakkt Stock Price Go Up?
↗
November 06, 2021
Bakkt Holdings Inc. stock got a boost after Mastercard Inc. announced it's teaming up with the firm. This comes after BKKT went public and fell short of its expected IPO price of $10. So, the question...
Via
Talk Markets
Topics
Initial Public Offering
The Past Week's Notable Insider Buys: Atlanta Braves, Warby Parker, Xerox And More
↗
November 06, 2021
Insider buying can be an encouraging signal for potential investors, especially when markets are uncertain or near highs. Recent earnings reports have resulted in to some...
Via
Benzinga
Treasury Management Software and Solutions Market Is Booming Worldwide : Axiom Software, ION Trading, AccessPay, Murex, Finastra
↗
November 01, 2021
Evaluate your competitors and understand the business environment, gauge the potential success of your product or service to fulfil ongoing need of addressable Treasury Management Software and...
Via
SBWire
Analyst Ratings For Fiserv
↗
October 29, 2021
Over the past 3 months, 7 analysts have published their opinion on Fiserv (NASDAQ:
Via
Benzinga
Credit Processing Solution Market to Witness Huge Growth by 2026: PayPal, Visa, Dwolla
↗
October 28, 2021
The Global Credit Processing Solution Market has witnessed continuous growth in the past few years and may grow further during the forecast period (2021-2026).
Via
SBWire
Topics
Artificial Intelligence
Credit Cards
Real Time Payments Market Is Booming Worldwide : FIS, Fiserv, Mastercard
↗
November 04, 2021
What's Ahead in the Global Real Time Payments Market? Benchmark yourself with strategic steps and conclusions recently published by AMA
Via
SBWire
2 Top Growth Stocks Nobody's Talking About
↗
November 04, 2021
For investors thinking about 2022 and beyond, Fiserv and Ally Financial look like great opportunities -- despite the broad market being at all-time highs.
Via
The Motley Fool
The Milwaukee Bucks, Fiserv and Nancy Lieberman Charities Donate Sherman Park Dream Court
November 01, 2021
From
Fiserv, Inc.
Via
Business Wire
Fiserv Inc (FISV) Crushed After Earnings, Here’s The Trade
↗
October 27, 2021
The next key support area for Fiserv Inc will be around the $85.00 area. This support level is where the stock was defended back in late March 2020.
Via
Talk Markets
Earnings Scheduled For October 27, 2021
↗
October 27, 2021
Companies Reporting Before The Bell • McDonald's (NYSE:MCD) is expected to report quarterly earnings at $2.46 per share on revenue of $6.03 billion. • General...
Via
Benzinga
Sanctions Screening Software Market Next Big Thing : Major Giants Thomson Reuters, EastNets, CaseWare, Swift, AML Partners
↗
November 09, 2021
Evaluate your competitors and understand the business environment, gauge the potential success of your product or service to fulfil ongoing need of addressable Sanctions Screening Software Market.
Via
SBWire
Digital Lending Market Growing at a CAGR 13.8% | Key Player Fiserv, Newgen Software, Nucleus Software, Temenos, Pega
October 29, 2021
Via
AB Newswire
Why Fiserv Stock Has Tumbled 11% So Far This Week
↗
October 29, 2021
Customer concentration is a risk that investors need to consider.
Via
The Motley Fool
What 6 Analyst Ratings Have To Say About Fiserv
↗
October 28, 2021
Fiserv (NASDAQ:FISV) has observed the following analyst ratings within the ...
Via
Benzinga
10 Biggest Price Target Changes For Thursday
↗
October 28, 2021
Oppenheimer lowered Teladoc Health, Inc. (NYSE:TDOC
Via
Benzinga
Why Fiserv Plunged Today
↗
October 27, 2021
The payment processor's stock felt the aftermath of the loss of a large customer.
Via
The Motley Fool
Fiserv, inc (FISV) Q3 2021 Earnings Call Transcript
↗
October 27, 2021
FISV earnings call for the period ending September 30, 2021.
Via
The Motley Fool
Topics
Earnings
12 Information Technology Stocks Moving In Wednesday's Intraday Session
↗
October 27, 2021
Gainers Enphase Energy (NASDAQ:ENPH) shares rose 27.35% to $220.91 during Wednesday's regular session. Enphase Energy's stock is trading at a volume of 8.4 million...
Via
Benzinga
Fiserv Stock Falls On Tightening FY21 Internal Revenue Growth, Adjusted EPS Outlook
↗
October 27, 2021
Fiserv Inc (NASDAQ: FISV) reported third-quarter FY21 GAAP revenue growth of 10% year-on-year to $4.16 billion and adjusted revenue growth of 10% to $3.96 billion...
Via
Benzinga
Fiserv Reports Third Quarter 2021 Results
October 27, 2021
From
Fiserv, Inc.
Via
Business Wire
Financial Institution Credit Card Programs Get a Competitive Boost with Fully Managed Option from Fiserv
October 26, 2021
From
Fiserv, Inc.
Via
Business Wire
Insurance Fraud Detection Market Analysis, Strategic Assessment, Trend Outlook and Business Opportunities 2021-2027
October 26, 2021
The purpose of this Insurance Fraud Detection market research report is to give a comprehensive qualitative and quantitative analysis of the major factors impacting market growth.
Via
SBWire
Topics
Fraud
Fiserv and Bakkt Innovate on Mainstream Use of Crypto Assets for Leading Global Merchants
October 25, 2021
From
Fiserv, Inc.
Via
Business Wire
Digital Lending Market Predicted to Grow $20.5 Billion by 2026
↗
October 21, 2021
Northbrook, IL -- (SBWIRE) -- 10/21/2021 -- Digital Lending Market to grow from $10.7 billion in 2021 to $20.5 billion by 2026, at a Compound Annual Growth Rate (CAGR) of 13.8%.
Via
SBWire
Valley Bank Drives Open Banking Strategy with Fiserv
October 19, 2021
From
Fiserv, Inc.
Via
Business Wire
Fiserv to Expand Digital Storefront Capabilities with Acquisition of BentoBox
October 18, 2021
From
Fiserv, Inc.
Via
Business Wire
Fiserv to Release Third Quarter Earnings Results on October 27, 2021
October 14, 2021
From
Fiserv, Inc.
Via
Business Wire
Financial Institutions Can Grow Small Business Relationships with Fintech-Powered Lending Offering from Fiserv
October 14, 2021
From
Fiserv, Inc.
Via
Business Wire
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