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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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All News about Fiserv
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Fiserv to Release Second Quarter Earnings Results on July 27, 2021
July 08, 2021
From
Fiserv, Inc.
Via
Business Wire
Treasury and risk management application market – Size and Forecast 2021 | Finastra, FIS, Fiserv, ION, Kyriba, MORS Software
July 07, 2021
Via
AB Newswire
Caixa and Fiserv Complete First Merchant Transaction via Maquininha CAIXA Pagamentos
July 05, 2021
From
Fiserv, Inc.
Via
Business Wire
5 Top Stocks for July
↗
July 03, 2021
These stocks could bring some heat to your portfolio.
Via
The Motley Fool
Real Estate Software Market Will Hit Big Revenues in Future : Yardi Systems, IBM Tririga, RealPage
↗
June 10, 2021
Stay up-to-date with Real Estate Software Market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Topics
Intellectual Property
Insurance Fraud Detection Software Market to See Huge Growth by 2026 : Scorto, Perceptiviti, Experian
↗
June 10, 2021
Stay up-to-date with Insurance Fraud Detection Software market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Topics
Fraud
Financial Risk Management Software Market to See Huge Growth by 2026 : IBM, Oracle, SAP
↗
June 08, 2021
Stay up-to-date with Financial Risk Management Software market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Transaction Monitoring Market Growing at a CAGR 15.1% | Key Player Fiserv, Experian, Oracle, ACI Worldwide, Software AG
July 02, 2021
Via
AB Newswire
Digital Vault Market Growing at a CAGR 13.6% | Key Player Oracle, Fiserv, Symantec, Microsoft, Keeper Security
June 30, 2021
Via
AB Newswire
Real-Time Payments Market Predicted to Obtain $25.9 Billion by 2023
↗
June 30, 2021
Northbrook, IL -- (SBWIRE) -- 06/30/2021 -- This research report categorizes the market based on nature of payments, components, deployment modes, enterprise size, verticals, and regions.
Via
SBWire
Topics
Fraud
Crypto Currents: Citi Launches Crypto Unit In Wealth Management Division
↗
June 26, 2021
As bitcoin, ethereum and other cryptocurrencies get increasing attention from investors, Wall Street and its traditional banks continue to adjust to the shift. Here's the weekly recap of the news of...
Via
Talk Markets
Fiserv Announces Executive Leadership Appointments
June 24, 2021
From
Fiserv, Inc.
Via
Business Wire
Financial Institutions Can Now Provide Consumers Easy Access to Bitcoin via Fiserv and NYDIG
June 23, 2021
From
Fiserv, Inc.
Via
Business Wire
Should You Buy the Dip in Fiserv?
↗
June 23, 2021
The sell-off in banks could be an opportunity to buy financial stocks that are not sensitive to interest rates.
Via
The Motley Fool
Topics
Bonds
Economy
10 Information Technology Stocks Showing Unusual Options Activity In Today's Session
↗
June 21, 2021
This unusual options alert can help traders discover the next big trading opportunities. Traders will search for circumstances when the market estimation of an option diverges...
Via
Benzinga
Deutsche Bank, Fiserv Collaborate For Germany's Payment Acceptance And Banking Solutions
↗
June 21, 2021
Germany’s Deutsche Bank AG (NYSE: DB) and Fiserv Inc (NASDAQ: FISV) inked a joint venture to form a complete payment acceptance and banking...
Via
Benzinga
A Peek Into The Markets: US Stock Futures Signal Higher Start On Wall Street
↗
June 21, 2021
Pre-open movers U.S. stock futures traded higher in early pre-market trade after the Dow Jones tumbled more than 500 points in the previous session. The Chicago Fed National...
Via
Benzinga
Topics
Economy
Stocks
Deutsche Bank and Fiserv Announce Joint Venture for Payment Acceptance in Germany
June 21, 2021
From
Fiserv and Deutsche Bank
Via
Business Wire
Juneteenth: Small Businesses in Texas and Oklahoma Can Apply for $10,000 Grants as Part of Fiserv Back2Business Program
June 18, 2021
From
Fiserv, Inc.
Via
Business Wire
Europe Wealth Management Platform Market will touch a new level in upcoming year with Top Key players like Finantix SpA, Fiserv, Inc., InvestEdge, Inc., Profile Software
June 16, 2021
Via
AB Newswire
Republic Bank Selects Fiserv Technology to Revolutionize its Banking Systems and Digital Offerings
June 16, 2021
From
Fiserv, Inc.
Via
Business Wire
Anti-Money Laundering (AML) Software Market Next Big Thing : Major Giants SAS, FIS (SunGard), Experian, ACI Worldwide
↗
June 17, 2021
Stay up-to-date with Anti-Money Laundering (AML) Software Market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Anti-Money Laundering Software Market Next Big Thing : Major Giants- Tonbeller, Thomson Reuters, Fiserv
↗
June 14, 2021
Stay up-to-date with Anti-money Laundering Software Market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Tokenization Market Will Grow to $4.8 Billion by 2025
↗
June 14, 2021
Northbrook, IL -- (SBWIRE) -- 06/14/2021 -- This research report categorizes the tokenization market to forecast revenues and analyze trends by Component (Solutions and Services), Application Area,...
Via
SBWire
Topics
Credit Cards
Fiserv Appoints Wafaa Mamilli to Board of Directors
June 11, 2021
From
Fiserv, Inc.
Via
Business Wire
PenFed Credit Union Makes Card Management Easy with Digital Technology from Fiserv
June 10, 2021
From
Fiserv, Inc.
Via
Business Wire
Marqeta’s IPO Is Priced Beyond Perfection
↗
June 10, 2021
Marqeta’s expected valuation of $12 billion implies that the company’s total processing volume (TPV), a key industry metric, will be 114% of PayPal’s, a highly unlikely outcome given PayPal’s vast...
Via
Talk Markets
Topics
Initial Public Offering
Biogen And Norweigan Cruise Line Lead The SPY In A Mixed Day Of Trading
↗
June 07, 2021
Major U.S. indices had a mixed day of trading Monday as investors continue to weigh better-than-expected May unemployment rate numbers fr...
Via
Benzinga
Consumers Can Safely Share Their Cryptoasset Investment Data with First-in-Market Capability from Fiserv
June 07, 2021
From
Fiserv, Inc.
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For June 7, 2021
↗
June 07, 2021
Upgrades Deutsche Bank upgraded the previous rating for Marriott Vacations Worldwide Corp (NYSE:VAC) from Hold to Buy. Marriott Vacations earned $0.49 in the first quarter...
Via
Benzinga
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