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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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Fidelity National Information Services
(NY:
FIS
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42.81
+0.89 (+2.14%)
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Updated: 2:23 PM EDT, Aug 13, 2026
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Argenx (ARGX) 2026 Feature: The Anatomy of a Biotech Powerhouse Transitioning to Profitability
February 26, 2026
As of February 26, 2026, the biotechnology sector is witnessing a historic maturation. For years, the industry narrative was dominated by high-burn, pre-revenue innovators searching for a "blockbuster"...
Via
Finterra
Topics
Earnings
Economy
Intellectual Property
FIS Announces Proposed Offerings of Senior Notes
February 26, 2026
From
Fidelity National Information Services
Via
Business Wire
Bitcoin ETF Inflows Top $500M For First Time This Year, On Track To Break Record Outflow Streak
↗
February 26, 2026
Bitcoin and Ethereum ETFs are on track for their first week of net inflows after five straight weeks of outflows – the longest on record.
Via
Stocktwits
Topics
ETFs
Fidelity National Info Serv (NYSE:FIS) Q4 2025 Earnings: Strategic Pivot Fuels Strong 2026 Outlook
↗
February 24, 2026
Via
Chartmill
Fidelity National Financial (NYSE:FNF) Reports Mixed Q4 2025 Results with Revenue Beat and EPS Miss
↗
February 19, 2026
Via
Chartmill
1 Mid-Cap Stock Worth Investigating and 2 We Ignore
February 25, 2026
Mid-cap stocks often strike the right balance between having proven business models and market opportunities that can support $100 billion corporations. However, they face intense competition from...
Via
StockStory
Topics
Retirement
IonQ (IONQ) Q4 2025 Earnings Call Transcript
↗
February 25, 2026
IonQ (IONQ) Q4 2025 Earnings Call Transcript
Via
The Motley Fool
Topics
Earnings
Fidelity National Info Stock: A Deep Dive Into Analyst Perspectives (6 Ratings)
↗
February 25, 2026
Via
Benzinga
IonQ Just Won a Golden Dome Contract. Should You Buy the Quantum Computing Stock Now?
February 25, 2026
IonQ’s Golden Dome contract eligibility boosts its defense profile, but lofty valuations keep the quantum stock a high-risk, high-reward bet.
Via
Barchart.com
Are You Richer Than Other People Your Age?
↗
February 25, 2026
See how your wealth stacks up to your peers who are in a similar life stage.
Via
The Motley Fool
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Forget Rigetti Computing: This Dividend‑Paying Powerhouse Has a Much Stronger Upside
↗
February 25, 2026
IBM has everything Rigetti lacks -- free cash flow, GAAP profits, and profits that are growing.
Via
The Motley Fool
2 Millionaire-Maker Quantum Computing Stocks
↗
February 24, 2026
A decade from now, the quantum computing market could be huge.
Via
The Motley Fool
The $1 Trillion Software Carnage: How AI Agents Broke the SaaS Model
February 24, 2026
SAN FRANCISCO — February 24, 2026 — The software sector is reeling from a historic collapse as a "Black February" sell-off has officially wiped out more than $1 trillion in market capitalization from...
Via
MarketMinute
Topics
Artificial Intelligence
Workforce
FIS Signals Resurgence with Strong 2025 Results and Strategic Pivot to Core Banking
February 24, 2026
Fidelity National Information Services (NYSE: FIS), a global leader in financial services technology, reported robust full-year 2025 financial results on February 24, 2026, meeting its aggressive...
Via
MarketMinute
Topics
Fraud
'Michael Saylor Should Be In Jail' And 'Bitcoin Is For Boomers' Says Ex-Fidelity Star, Who Also Has A Contrarian Take On Tesla
↗
February 24, 2026
George Noble, who ran the number one mutual fund in America at Fidelity Investments in 1985 returning 79%, went on Steve Eisman’s Real Eisman Playbook podcast and didn’t hold back.
Via
Benzinga
Stay updated with the S&P500 stocks that are on the move in today's pre-market session.
↗
February 24, 2026
Via
Chartmill
Insights into Fidelity National Info Q4 Earnings
↗
February 24, 2026
Via
Benzinga
FIS Reports Full-Year 2025 Results and Introduces 2026 Outlook
February 24, 2026
From
Fidelity National Information Services
Via
Business Wire
Axsome Therapeutics (AXSM): A CNS Powerhouse at a Commercial Crossroad
February 23, 2026
As of February 23, 2026, the biotechnology landscape has shifted away from the speculative fervor of the early 2020s toward a demand for commercial execution and sustainable revenue. Standing at the...
Via
Finterra
Topics
Economy
Initial Public Offering
Intellectual Property
FIS Launches 24/7 AI Assistant to Ease Risk Models Management
February 23, 2026
From
Fidelity National Information Services
Via
Business Wire
2 Top Dividend Stocks to Buy in February
↗
February 22, 2026
These two dividend stocks should reward investors.
Via
The Motley Fool
Could Investing $10,000 in IonQ Make You a Millionaire?
↗
February 22, 2026
IonQ is one of the most popular quantum computing stocks.
Via
The Motley Fool
Topics
Artificial Intelligence
Movers and shakers in today's after-hours session for S&P500 stocks?
↗
February 20, 2026
Via
Chartmill
Cryoin Korea JV: Scaling Global Rare Gas Production Beyond Ukraine
February 20, 2026
Via
AB Newswire
Topics
Economy
Here Are My 2 Favourite ETFs for 2026
↗
February 20, 2026
These all-in-one asset allocation ETFs are among my top picks for 2026.
Via
The Motley Fool
Topics
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ETFs
Fidelity National Financial Signals 2026 Expansion as 'inHere' Tech and Title Margins Hit New Peaks
February 20, 2026
In a definitive display of operational resilience and strategic foresight, Fidelity National Financial (NYSE: FNF) reported its fourth-quarter and full-year 2025 results on February 20, 2026, signaling...
Via
MarketMinute
Topics
Earnings
Economy
Fidelity National (FNF) Earnings Call Transcript
↗
February 20, 2026
Fidelity National (FNF) Earnings Call Transcript
Via
The Motley Fool
Topics
Earnings
Global Payments Surges 16% as Worldpay Integration and Massive Buyback Signal a New Era in Merchant Solutions
February 19, 2026
In a dramatic show of market confidence, shares of Global Payments Inc. (NYSE: GPN) skyrocketed more than 16% on February 18, 2026, following the release of its fourth-quarter earnings and a...
Via
MarketMinute
Topics
Artificial Intelligence
Fraud
Fidelity National Financial (NYSE:FNF) Posts Better-Than-Expected Sales In Q4 CY2025
February 19, 2026
Title insurance company Fidelity National Financial (NYSE:FNF) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 11.9% year on year to $4.05 billion. Its non-GAAP...
Via
StockStory
Use a TFSA to Earn $475 a Month With No Tax
↗
February 19, 2026
Want to earn as much as $475 per month of tax-free income. Here's a few TFSA investment strategies to help boost your income returns.
Via
The Motley Fool
Topics
ETFs
Retirement
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