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home
about us
Investment Approach
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Market Analysis Summary
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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
)
49.45
+1.92 (+4.04%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Jun 26, 2026
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All News about Fiserv
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Fiserv Wins 2022 BIG Innovation Award for AllData Connect
January 11, 2022
From
Fiserv
Via
Business Wire
Where Fiserv Stands With Analysts
↗
January 11, 2022
Within the last quarter, Fiserv (NASDAQ:FISV) has observed the following an...
Via
Benzinga
Fiserv to Release Fourth Quarter and Full Year Earnings Results on February 8, 2022
January 06, 2022
From
Fiserv, Inc.
Via
Business Wire
10 Information Technology Stocks Whale Activity In Today's Session
↗
January 04, 2022
This whale alert can help traders discover the next big trading opportunities. Whales are entities with large sums of money and we track their transactions here at Benzinga on our...
Via
Benzinga
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
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
Optimists Toward Paysafe Stock Have Left the Building … Should You?
↗
January 04, 2022
PSFE stock is now dirt cheap. If Paysafe can turn around its digital wallet business, it could be worthy of speculation.
Via
InvestorPlace
POSAF Stock: My No. 1 Moonshot Pick for 2022
↗
January 03, 2022
With limitations on many U.S. companies' ability to deal in marijuana transactions, POSAF stock has a chance to grow substantially in 2022.
Via
InvestorPlace
Crypto.com Coin: My No. 4 Moonshot Pick for 2022
↗
December 31, 2021
For crypro investors, Robinhood stumbled out of the gate with its offerings. Crypto.com is the far more enticing crypto marketplace.
Via
InvestorPlace
Best Stocks for 2022: Deep Value Tech Stock POSaBIT Is A Can’t Miss Cannabis Play
↗
December 30, 2021
Risk-tolerant investors will love deep value cannabis fintech stock POSaBIT, which could ride convergent tailwinds straight to the moon.
Via
InvestorPlace
Payment Processing Solutions Market Growing at a CAGR 10.2% | Key Player Fiserv, Square, Wirecard, Mastercard, Adyen
December 16, 2021
Via
AB Newswire
Topics
Credit Cards
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
Benzinga's Top Ratings Upgrades, Downgrades For December 16, 2021
↗
December 16, 2021
Upgrades According to B of A Securities, the prior rating for Generac Holdings Inc (NYSE:
Via
Benzinga
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
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
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
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
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
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