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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
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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Stock Market Today, Feb. 3: PayPal Plunges After Earnings Miss and Weak 2026 Profit Outlook
↗
February 03, 2026
Today, Feb. 3, 2026, investors are weighing a rare earnings stumble against fresh leadership, buybacks, and a balance-sheet reset.
Via
The Motley Fool
Topics
Earnings
Stocks
Why Fiserv (FISV) Stock Is Falling After PayPal's Earnings Shock
↗
February 03, 2026
Fiserv shares are trading lower Tuesday after PayPal's latest earnings disappointed investors and raised fresh worries about the health of consumers and retail merchants.
Via
Benzinga
January Deep Freeze Impacts Small Business Foot Traffic, New Fiserv Data Shows
February 03, 2026
Fiserv Small Business Index declined 1 point to 143; year-over-year sales grew +0.7%
From
Fiserv, Inc.
Via
GlobeNewswire
Overlooked and Undervalued: Why Fiserv Deserves Attention
↗
January 31, 2026
This financial stock cratered after a disappointing earnings report.
Via
The Motley Fool
Topics
Lawsuit
Fiserv Stock: Buy, Sell, or Hold in 2026?
↗
January 30, 2026
The financial services company's share price has plummeted in the past year. Is it cheap enough to buy?
Via
The Motley Fool
Topics
Economy
FISERV INVESTIGATION ALERT: Bragar Eagel & Squire, P.C. is Investigating Fiserv, Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
January 30, 2026
From
Bragar Eagel & Squire
Via
GlobeNewswire
ADP Q4 Deep Dive: Broad-Based Growth, Margin Stability, and Strategic Tech Investments
January 29, 2026
Payroll and HR services provider Automatic Data Processing (NASDAQ:ADP) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 6.2% year on year to $5.36 billion. Its...
Via
StockStory
Topics
Artificial Intelligence
Retirement
3 Low-Volatility Stocks with Questionable Fundamentals
January 28, 2026
Low-volatility stocks may offer stability, but that often comes at the cost of slower growth and the upside potential of more dynamic companies.
Via
StockStory
ServiceNow and Fiserv expand strategic commitment to accelerate AI-driven transformation of financial services
January 28, 2026
From
ServiceNow
Via
Business Wire
Fiserv and Affirm Join Forces to Bring Flexible Payments to Debit
January 26, 2026
Strategic collaboration empowers financial institutions with turnkey Debit BNPL integration and access to the Affirm merchant network
From
Fiserv, Inc.
Via
GlobeNewswire
3 Cash-Producing Stocks We Find Risky
January 25, 2026
While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns. Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak...
Via
StockStory
$11.1 Million Exit After a 39% Slide Signals a Hard Reset on This Auto Retailer
↗
January 24, 2026
CarMax operates a nationwide network of used vehicle retail stores, offering financing and ancillary services to U.S. consumers.
Via
The Motley Fool
Topics
Regulatory Compliance
FISERV INVESTIGATION ALERT: Bragar Eagel & Squire, P.C. is Investigating Fiserv, Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
January 22, 2026
From
Bragar Eagel & Squire
Via
GlobeNewswire
3 Things Investors Need to Know About Fiserv in 2026
↗
January 22, 2026
Fiserv appeared to have an unconquerable moat before a disastrous earnings report last October sent the stock into free fall.
Via
The Motley Fool
Topics
Lawsuit
Supply Chain
The Quiet Powerhouse: A Deep-Dive into Jack Henry & Associates (JKHY)
January 22, 2026
In an era dominated by flashy consumer-facing fintech startups and global financial behemoths, Jack Henry & Associates (NASDAQ: JKHY) remains one of the most resilient and strategic players in the...
Via
Finterra
Topics
Artificial Intelligence
Fraud
Fiserv and Sumitomo Mitsui Introduce Clover Suite of Products, Enabling Digital Commerce for Millions of Merchants
January 21, 2026
From
Fiserv, Inc.
Via
Business Wire
Fiserv to Release Fourth Quarter Earnings Results on February 10, 2026
January 20, 2026
From
Fiserv, Inc.
Via
Business Wire
Rascal Flatts Tour Tickets 2026: Cheap Seats & Promo Code Deals at CapitalCityTickets.com
January 18, 2026
Via
AB Newswire
Topics
Economy
PayPal (PYPL) 2026 Deep Dive: Navigating the AI Pivot and the BNPL Regulatory Rollercoaster
January 16, 2026
Today’s Date: January 16, 2026 Introduction As we enter 2026, PayPal Holdings, Inc. (NASDAQ: PYPL) finds itself at a critical juncture in the history of digital finance. Once the undisputed king of the...
Via
Finterra
Topics
Artificial Intelligence
Credit Cards
FISERV ALERT: Bragar Eagel & Squire, P.C. is Investigating Fiserv, Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
January 15, 2026
From
Bragar Eagel & Squire
Via
GlobeNewswire
The Populist Pivot: Trump’s Endorsement of Credit Card Reform Sends Shockwaves Through Wall Street
January 15, 2026
In a move that has sent the shares of the world’s largest payment processors into a tailspin, President Donald Trump officially threw his weight behind the Credit Card Competition Act (CCCA) on January...
Via
MarketMinute
Topics
Credit Cards
Economy
Government
Fiserv Launches Unknown Shopper at NRF, Helping Merchants Better Understand In-Store Customers
January 09, 2026
From
Fiserv, Inc.
Via
Business Wire
What's Going On With Fiserv Stock On Thursday?
↗
January 08, 2026
Fiserv (NASDAQ: FISV) partners with Microsoft to accelerate AI adoption, deploying Microsoft 365 Copilot and Azure Foundry to improve productivity, optimize workflows, and enhance fintech solutions...
Via
Benzinga
Topics
Artificial Intelligence
Fiserv Collaborates with Microsoft to Accelerate AI-Driven Innovation
January 08, 2026
From
Fiserv, Inc.
Via
Business Wire
What to Expect From Fiserv's Next Quarterly Earnings Report
January 08, 2026
Fiserv will release its fourth-quarter earnings soon, and analysts anticipate a double-digit profit dip.
Via
Barchart.com
Topics
Government
FISERV ALERT: Bragar Eagel & Squire, P.C. is Investigating Fiserv, Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
January 07, 2026
From
Bragar Eagel & Squire
Via
GlobeNewswire
Is Now the Time to Buy 3 of the S&P 500's Worst-Performing Stocks of 2025?
↗
January 07, 2026
These stocks lost between 49% and 68% of their value last year.
Via
The Motley Fool
Topics
Stocks
World Trade
Clover Introduces Identity-Based Payments to Transform Everyday Transactions
January 07, 2026
From
Fiserv, Inc.
Via
Business Wire
Motley Fool Money: Stock Market Naughty and Nice List
↗
January 06, 2026
There were nice companies and great CEOs in 2025, but also some duds. We discuss the stocks on each list and end by going shopping for stocks.
Via
The Motley Fool
Topics
Artificial Intelligence
Motley Fool Money: The Most Shocking Stories of 2025
↗
January 05, 2026
Do you remember all of the surprises investors got in 2025? We had tariffs, AI upheaval, and even gold having a great year.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
World Trade
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