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home
about us
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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
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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
)
52.72
+0.50 (+0.96%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Aug 11, 2026
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Which S&P500 stocks have an unusual volume on Monday?
↗
June 15, 2026
Via
Chartmill
Monday's session: top gainers and losers in the S&P500 index
↗
June 15, 2026
Via
Chartmill
Fiserv CEO Abruptly Exits For Truist, Stock Tanks
↗
June 15, 2026
Fiserv (FISV) stock drops 8% as Takis Georgakopoulos takes over as CEO. Get the details on the sudden leadership transition.
Via
Benzinga
Fiserv Stock Crashes On CEO's Sudden Departure. 'A Bad Look,' Says Analyst.
↗
June 15, 2026
Fiserv stock fell after the financial services company announced the sudden departure of CEO Mike Lyons. Shares tumbled on the news.
Via
Investor's Business Daily
Which S&P500 stocks are gapping on Monday?
↗
June 15, 2026
Via
Chartmill
Which S&P500 stocks are moving before the opening bell on Monday?
↗
June 15, 2026
Via
Chartmill
Fiserv Announces Leadership Transition
June 15, 2026
From
Fiserv, Inc.
Via
GlobeNewswire
1 Financials Stock on Our Buy List and 2 We Find Risky
June 15, 2026
Financial institutions play a critical role, offering everything from consumer banking to wealth management and specialized financial solutions. But uncertai...
Via
StockStory
SoFi, Fiserv, and MarketAxess Shares Are Falling, What You Need To Know
June 05, 2026
What Happened? A number of stocks fell in the afternoon session after the May jobs report drove Treasury yields to levels that directly challenge the sector'...
Via
StockStory
Topics
Bonds
Government
Initial Public Offering
Small Business Sales Edge Upward in May as Foot Traffic Continues to Slow, Fiserv Data Shows
June 03, 2026
Fiserv Small Business Index remains steady at 144; year-over-year sales grew +0.7%
From
Fiserv, Inc.
Via
GlobeNewswire
3 Profitable Stocks We’re Skeptical Of
June 03, 2026
Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today does...
Via
StockStory
Fiserv Named 2026 Financial Services Product Partner of the Year by Snowflake
June 02, 2026
From
Fiserv, Inc.
Via
GlobeNewswire
Fiserv CEO Says AI, Clover Can Help Restore Predictable Growth After Tough Year
↗
May 29, 2026
Fiserv (NASDAQ:FISV) President and CEO Mike Lyons said the payments and financial technology company is working to restore what he described as its historically predictable, mid-single-digit revenue...
Via
MarketBeat
Topics
Artificial Intelligence
Fiserv and Cognition Partner to Modernize Banking Technology and Bring New Capabilities to Clients Faster
May 28, 2026
Cognition's Devin expected to accelerate Fiserv's modernization of banking technology and shorten the time it takes for new capabilities to reach financial institutions and their customers
From
Fiserv, Inc.
Via
GlobeNewswire
Newland NPT Goes Live with Fiserv, Simplifying Payment Integration for Partners in North America
May 25, 2026
Via
AB Newswire
Fiserv Targets ‘Constant Compounder’ Comeback as Clover, AI and Banking Bets Ramp
↗
May 23, 2026
Fiserv (NASDAQ:FISV) Chief Executive Officer Mike Lyons said the payments and financial technology company is focused on returning to a “constant compounder” profile by sharpening its business mix,...
Via
MarketBeat
Topics
Artificial Intelligence
Winners And Losers Of Q1: Fiserv (NASDAQ:FISV) Vs The Rest Of The Payment Processing Stocks
May 21, 2026
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a...
Via
StockStory
Block’s Pivot to Profits and AI Is Turning Heads
↗
May 20, 2026
Block stock is gaining attention after strong earnings, rising profitability, AI initiatives, and higher guidance despite regulatory and valuation concerns.
Via
MarketBeat
Topics
Artificial Intelligence
Fiserv to Present at Upcoming Investor Conference
May 19, 2026
From
Fiserv, Inc.
Via
GlobeNewswire
Fiserv Investor Day Sets AI, Clover Roadmap to Revive Growth and Top $12 EPS
↗
May 16, 2026
Fiserv (NASDAQ:FISV) executives used the company’s 2026 Investor Day to outline a medium-term plan aimed at restoring what CEO Mike Lyons described as Fiserv’s historical identity as a “constant...
Via
MarketBeat
Topics
Artificial Intelligence
Datavault AI (DVLT) Q1 2026 Earnings Transcript
↗
May 15, 2026
Datavault AI (DVLT) Q1 2026 Earnings Transcript
Via
The Motley Fool
Topics
Artificial Intelligence
Why Is Fiserv Stock Gaining Thursday?
↗
May 14, 2026
Fiserv (FISV) shares rise as "One Fiserv" strategy targets double-digit EPS growth by 2029 and reaffirms strong 2026 financial guidance.
Via
Benzinga
Discover the top S&P500 movers in Thursday's pre-market session.
↗
May 14, 2026
Via
Chartmill
Fiserv Leadership to Focus on Strategy, Execution Priorities and Financial Outlook at its 2026 Investor Day
May 14, 2026
Company re-affirms 2026 guidance and provides expectations for medium-term outlook for 2027 to 2029
From
Fiserv, Inc.
Via
GlobeNewswire
Fiserv Forms Strategic Collaboration with OpenAI to Bring AI to How Fiserv Serves Financial Institutions
May 14, 2026
From
Fiserv, Inc.
Via
GlobeNewswire
Fiserv Launches agentOS: The Operating System for Agentic AI in Banking
May 14, 2026
From
Fiserv, Inc.
Via
GlobeNewswire
Fiserv and Bridgeport Partners Enter into Agreement to Form Joint Venture to Accelerate Growth Across ATM and Cash Services Businesses
May 13, 2026
From
Fiserv, Inc.
Via
GlobeNewswire
Affirm Maps Road to $100B GMV With Card, AI Commerce and Global Expansion
↗
May 12, 2026
Affirm (NASDAQ:AFRM) used its 2026 Investor Forum at Nasdaq in New York to outline a broader growth strategy centered on its payments network, expanding consumer products, international markets and a...
Via
MarketBeat
Topics
Artificial Intelligence
Is Wall Street Bullish or Bearish on Fiserv Stock?
May 12, 2026
Fiserv has significantly underperformed the broader market over the past year, and analysts are cautious about the stock’s prospects.
Via
Barchart.com
Topics
ETFs
Fiserv Expands Clover’s Restaurant Portfolio with New Fine Dining Solution, Clover Reserve Powered by Tabit
May 12, 2026
New partnership brings an enterprise-grade, full-scale solution to help full-service and fine dining restaurants deliver exceptional hospitality and increase profits
From
Fiserv, Inc.
Via
GlobeNewswire
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