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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
)
49.45
+1.92 (+4.04%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Jun 26, 2026
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Carin Leon De Sonora Para El Mundo Tour 2026: Discounted Tickets + Promo Code at CapitalCityTickets.com
April 29, 2026
Via
AB Newswire
Shift4’s Explosive Growth Comes With High-Stakes Risk
↗
April 29, 2026
Via
MarketBeat
Catching the Falling Knife: Are These 4 Loser Stocks Down 50% or More Worth the Risk?
April 22, 2026
Sometimes it pays to shop the sales.
Via
Barchart.com
Topics
Artificial Intelligence
Bonds
ETFs
Fiserv (FISV) Q4 2025 Earnings Call Transcript
↗
April 21, 2026
Fiserv (FISV) Q4 2025 Earnings Call Transcript
Via
The Motley Fool
Topics
Earnings
The Quiet Infrastructure Play on Small-Bank Survival
↗
April 21, 2026
Via
MarketBeat
PayPal Stock Is Down More Than 80% Over the Past 5 Years. Michael Burry Is Buying the Dip.
April 21, 2026
Michael Burry opened a new position in PayPal stock, calling the selloff technical rather than fundamental. Here's what he sees that others may be missing.
Via
Barchart.com
Fiserv to Present at Upcoming Investor Conferences
April 20, 2026
From
Fiserv, Inc.
Via
GlobeNewswire
Fiserv to Release First Quarter Earnings Results on May 5, 2026 and Confirms Details for May 14, 2026 Investor Day
April 20, 2026
From
Fiserv, Inc.
Via
GlobeNewswire
KILL CPI and Fiserv Forge Major Alliance to Modernize Instant Issuance Experience for Financial Institutions
April 17, 2026
Via
Business Wire
Paymentus and Fiserv Shares Skyrocket, What You Need To Know
April 15, 2026
What Happened? A number of stocks jumped in the afternoon session after major banks and asset managers reported first-quarter earnings that surpassed Wall St...
Via
StockStory
Topics
Initial Public Offering
3 Different Fintech Giants: Turnaround, Stability, or Risky Bet?
↗
April 12, 2026
The payments industry is booming. So why isn’t everyone benefiting? Companies like Fiserv (NASDAQ: FISV), Global Payments (NYSE: GPN) and FIS (NYSE: FIS) collect a toll every time you tap your card,...
Via
MarketBeat
1 Large-Cap Stock to Consider Right Now and 2 That Underwhelm
April 10, 2026
Large-cap stocks are known for their staying power and ability to weather market storms better than smaller competitors. However, their sheer size makes it m...
Via
StockStory
Topics
Economy
Ahold Delhaize USA Introduces Pay by Bank Partnership with Fiserv to Expand Digital Payment Options for Online Grocery Orders
April 07, 2026
Added payment option offers customers a secure and convenient way to pay directly from their bank accounts when shopping select Ahold Delhaize USA grocery brands online
From
Ahold Delhaize USA
Via
GlobeNewswire
Small Business Sales Grew Steadily in March as Higher Ticket Sizes Offset Softer Foot Traffic, Fiserv Data Shows
April 02, 2026
Fiserv Small Business Index rises to 144; year-over-year sales grew +1.3%
From
Fiserv, Inc.
Via
GlobeNewswire
FISERV (NASDAQ:FISV) ALERT: Bragar Eagel & Squire, P.C. is Investigating Fiserv, Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
April 01, 2026
From
Bragar Eagel & Squire
Via
GlobeNewswire
What You Need To Know Ahead of Fiserv's Earnings Release
March 31, 2026
Fiserv is expected to announce its first-quarter results soon, and analysts are projecting a double-digit decline in its EPS.
Via
Barchart.com
Topics
ETFs
Affirm: A Solid Footing or More Volatility Ahead?
↗
March 29, 2026
Via
MarketBeat
Fiserv (FISV) Stock Trades Down, Here Is Why
March 27, 2026
What Happened? Shares of financial technology provider Fiserv (NASDAQ:FISV) fell 3.9% in the afternoon session after Raymond James downgraded the stock and W...
Via
StockStory
Topics
Artificial Intelligence
Billionaire Seth Klarman Recently Sold 41% of the Baupost Group's Stake in Alphabet and Piled Into an Embattled Fintech Stock Down 75% Over the Past Year
↗
March 26, 2026
Billionaire Seth Klarman has been running Baupost Group for over four decades.
Via
The Motley Fool
Topics
Artificial Intelligence
Bonds
Economy
Shift4’s Resurgence: Inside the 19% Surge and the Payments Sector’s Bullish Pivot
March 25, 2026
In a dramatic reversal of fortune that has electrified the fintech landscape, Shift4 Payments Inc. (NYSE: FOUR) saw its shares skyrocket by more than 19% on Tuesday, March 24, 2026. The surge...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Shift4 Payments (NYSE: FOUR): Scaling the Experience Economy Amidst Global Expansion and Market Volatility
March 25, 2026
As of March 25, 2026, Shift4 Payments (NYSE: FOUR) finds itself at a critical crossroads. Once the darling of the post-pandemic "experience economy" boom, the Allentown, Pennsylvania-based fintech...
Via
Finterra
Topics
Earnings
Economy
Initial Public Offering
US Q4 2025 GDP Revised Down to 0.7%: Soft Landing Dreams Under Fire
March 18, 2026
The dream of a "soft landing" for the United States economy faced a harsh reality check this week as the Bureau of Economic Analysis (BEA) released its final revision for fourth-quarter 2025 Gross...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Workforce
2 Value Stocks on Our Watchlist and 1 That Underwhelm
March 18, 2026
Value stocks typically trade at discounts to the broader market, offering patient investors the opportunity to buy businesses when they’re out of favor. The ...
Via
StockStory
Fiserv and Western Alliance Bank Form Strategic Alliance to Power High-Impact Commerce Experiences for Clients
March 17, 2026
New collaboration broadens access to Clover all-in-one commerce solution and bolsters Fiserv’s regional footprint and specialized industry reach
From
Fiserv, Inc.
Via
GlobeNewswire
3 Out-of-Favor Stocks That Concern Us
March 16, 2026
Hitting a new 52-week low can be a pivotal moment for any stock. These floors often mark either the beginning of a turnaround story or confirmation that a co...
Via
StockStory
Affirm, Houlihan Lokey, Shift4, Fiserv, and Paymentus Stocks Trade Down, What You Need To Know
March 12, 2026
What Happened? A number of stocks fell in the afternoon session after investors raised concerns over the stability of the private credit market, following a ...
Via
StockStory
Topics
Economy
1 Financials Stock to Target This Week and 2 We Avoid
March 12, 2026
Financial providers use their expertise in capital allocation and risk assessment to help facilitate economic growth while offering consumers and businesses ...
Via
StockStory
Morningstar, Intercontinental Exchange, and Fiserv Stocks Trade Down, What You Need To Know
March 10, 2026
What Happened? A number of stocks fell in the afternoon session after the Asset Management sector was muted amid lingering fears of bad loans and redemptions...
Via
StockStory
3 Reasons to Avoid FISV and 1 Stock to Buy Instead
March 10, 2026
Fiserv has gotten torched over the last six months - since September 2025, its stock price has dropped 53.2% to $61.90 per share. This may have investors won...
Via
StockStory
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
March 09, 2026
From
Bragar Eagel & Squire
Via
GlobeNewswire
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