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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
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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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Digital Banking Platforms Market Growing at a CAGR 11.3% | Key Player Oracle, Edgeverve, Finastra, Fiserv, Worldline
September 27, 2021
Via
AB Newswire
Wealth Management Platform Market Growing at a CAGR 13.4%| Key Player Fiserv, Broadridge, FIS, Profile Software, Temenos
September 23, 2021
Via
AB Newswire
10 Information Technology Stocks With Unusual Options Alerts In Today's Session
↗
September 22, 2021
This unusual options alert can help traders track potentially big trading opportunities. Traders often look for circumstances when the market estimation of an option diverges away...
Via
Benzinga
Fiserv Tops IDC FinTech Rankings of Financial Technology Providers
September 17, 2021
From
Fiserv, Inc.
Via
Business Wire
Apple And Tesla Lead The Nasdaq-100 Lower
↗
September 10, 2021
U.S. indices were trading lower Friday on continued weakness as investors weigh Delta variant concerns, inflation worries and Fed tapering signs. The SPDR S&P 500 ETF Trust (...
Via
Benzinga
Topics
Economy
Stocks
NPCI and Fiserv Enable nFiNi- RuPay Credit Card Stack for Fintechs and Banks
September 08, 2021
From
Fiserv, Inc.
Via
Business Wire
IRIS CRM Welcomes Ashvin Dhawan as Senior VP of Sales
September 02, 2021
Via
AB Newswire
Independent Restaurants Can Streamline Operations of Online Orders Through New Clover and Grubhub Integration
August 25, 2021
From
Fiserv, Inc.
Via
Business Wire
Anti-Fraud Management System Market May See a Big Move : Major Giants SAS Institute, ACI Worldwide, BAE Systems
↗
September 07, 2021
Stay up-to-date with Anti-Fraud Management System Market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Account Reconciliation Software Market to Eyewitness Massive Growth by 2026: Oracle, Broadridge, Aurum Solutions
↗
September 07, 2021
Edison, NJ -- (SBWIRE) -- 09/07/2021 -- Latest released Global Account Reconciliation Software Market Research Report provides detailed assessment of Key and emerging players showcasing company...
Via
SBWire
Topics
Supply Chain
Internet Banking Market Next Big Thing : Major Giants- Fiserv, Temenos, EdgeVerve
↗
August 24, 2021
Stay up-to-date with Internet Banking Market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Topics
Supply Chain
Telecommunication Electronic Bill Presentment and Payment Market May Set New Growth Story : ACI Worldwide, Dade Systems, Aliaswire, Fiserv, Liquid Telecom
↗
August 24, 2021
Global Telecommunication Electronic Bill Presentment And Payment Market, Telecommunication Electronic Bill Presentment And Payment Market Demand, Telecommunication Electronic Bill Presentment And...
Via
SBWire
Selecta Group and Fiserv to Roll Out Cashless Payments Across Europe
August 24, 2021
From
Fiserv, Inc.
Via
Business Wire
Digital Payment Market Will Reach to $154.1 Billion by 2025
↗
August 23, 2021
Northbrook, IL -- (SBWIRE) -- 08/23/2021 -- Digital Payment Market size expected to from USD 79.3 billion in 2020 to USD 154.1 billion by 2025, at a Compound Annual Growth Rate (CAGR) of 14.2%
Via
SBWire
Topics
Fraud
12 Information Technology Stocks Moving In Thursday's After-Market Session
↗
August 20, 2021
Gainers Cemtrex (NASDAQ:CETX) shares inc...
Via
Benzinga
1 Growth Stock Nobody's Talking About
↗
August 20, 2021
This under-the-radar payments company can bring experience, stability, and aggressive growth to your portfolio.
Via
The Motley Fool
Facebook Discloses Digital Wallet Plans
↗
August 18, 2021
Facebook Inc (NASDAQ:FB)
Via
Benzinga
PayPal-Fiserv To Permit Direct Paycheck Remittance To Venmo: Report
↗
August 18, 2021
PayPal Holdings Inc (NASDAQ: PYPL) and Fiserv Inc (NASDAQ: FISV) collaborated to help gig economy workers directly remit their paychecks via PayPal or Venmo wallet, CNBC...
Via
Benzinga
Topics
Economy
Online Banking Market 2021: Latest Trends, Outlook Till 2027: Top Key Players: ACI, Microsoft, Fiserv, Tata Consultancy Services
August 18, 2021
Online Banking Market : Global Opportunity Analysis and Industry Forecast, 2021–2027
Via
SBWire
The Past Week's Notable Insider Buys: ConocoPhillips, Cricut, Energy Transfer And More
↗
August 14, 2021
Insider buying can be an encouraging signal for potential investors, especially when markets are near all-time highs. Some energy companies, including a supermajor, have seen...
Via
Benzinga
4 Stocks Insiders Are Buying
↗
August 13, 2021
When insiders purchase shares, it indicates their confidence in the company's prospects or that they view the stock as a bargain. Either way, this signals an opportunity to go...
Via
Benzinga
'Fast Money Halftime Report' Picks For August 12
↗
August 12, 2021
On CNBC's "Fast Money Halftime Report," Jenny Harrington recommended a long position in Fiserv Inc (NASDAQ: FISV). It trades at 18 times multiple and it has a double...
Via
Benzinga
Internet Banking Market to Witness Huge Growth by 2026 : Microsoft, Fiserv, Oracle
↗
August 04, 2021
What's Ahead in the Global Internet Banking Market? Benchmark yourself with strategic steps and conclusions recently published by AMA
Via
SBWire
Topics
Artificial Intelligence
Chelsea Football Club Completes Implementation of Clover to Enable Cashless, Contact-Free Payments Experience
August 04, 2021
From
Fiserv, Inc.
Via
Business Wire
Fiserv Powers Full-Service Restaurants to Succeed in Today’s New Operating Environment with Launch of Clover Station Solo
August 03, 2021
From
Fiserv, Inc.
Via
Business Wire
Tesla And AMD Lead The QQQ In A Mixed Day Of Trading Monday
↗
August 02, 2021
U.S. indices had a mixed day of trading Monday as COVID-19 Delta variant concerns continue to drive market uncertainty. The
Via
Benzinga
Baidu And Lam Research Slip As The QQQ Finishes Lower Tuesday
↗
July 27, 2021
U.S. indices were trading lower Tuesday as stocks pulled back following several consecutive sessions of gains. Concerns over inflation and the COVID-19 Delta variant continue to...
Via
Benzinga
Fiserv, inc (FISV) Q2 2021 Earnings Call Transcript
↗
July 27, 2021
FISV earnings call for the period ending June 30, 2021.
Via
The Motley Fool
Topics
Earnings
Financial Consulting Market Next Big Thing : Major Giants Misys, FIServ, IBM
↗
July 28, 2021
Stay up-to-date with Financial Consulting market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Recap: Fiserv Q2 Earnings
↗
July 27, 2021
Shares of Fiserv (NASDAQ:FISV) rose 0.1% in pre-market trading after the company reported Q2 results. Quarterly Results Earnings per share were up 47.31% year over year to...
Via
Benzinga
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