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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
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Event Schedule
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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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UPS Soars, Tesla Falls In A Mixed Day Of Trading For The Market
↗
April 27, 2021
U.S. indices were trading flat but remained near all-time highs Tuesday as investors anticipate both big tech earnings reports and a looming Fed me...
Via
Benzinga
Topics
Economy
Fiserv Inc (FISV) Q1 2021 Earnings Call Transcript
↗
April 27, 2021
FISV earnings call for the period ending March 31, 2021.
Via
The Motley Fool
Topics
Earnings
Digital Vault Market Predicted to Obtain $892 Million by 2023
↗
April 27, 2021
Northbrook, IL -- (SBWIRE) -- 04/27/2021 -- Digital vault market size expected to grow approximately from USD 471 million in 2018 to USD 892 million by 2023, at a Compound Annual Growth Rate (CAGR) of...
Via
SBWire
Topics
Hacking
Fiserv Beats On Q1 Earnings, Raises FY21 Guidance
↗
April 27, 2021
Fiserv Inc (NASDAQ: FISV) reported first-quarter FY21 revenue of $3.76 billion, beating the analyst estimate of $3.57 billion. Acceptance segment revenue...
Via
Benzinga
Benzinga Pro's Top 5 Stocks To Watch For Tuesday, Apr. 27, 2021: UPS, ALDX, FISV, PFPT, GOOG
↗
April 27, 2021
Today's 5 Stock Ideas: United Postal Service (UPS) - Shares were up roughly 8% Tuesday morning. The company reported better-than-expected Q1 EPS and sales results...
Via
Benzinga
Earnings Scheduled For April 27, 2021
↗
April 27, 2021
Companies Reporting Before The Bell • Camden National (NASDAQ:CAC) is projected to report quarterly earnings at $1.01 per share on revenue of $45.73 million. •...
Via
Benzinga
Financial Consulting Software Market to See Huge Growth by 2026 : Wolters Kluwer, Pwc, Mckinsey
↗
April 22, 2021
Stay up-to-date with Financial Consulting Software market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Topics
Supply Chain
Internet Consumer Loan Market Is Booming Worldwide with Ellie Mae, Fidelity Information Services (FIS), Fiserv
↗
April 13, 2021
Stay up-to-date with Internet Consumer Loan market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Merchants Can Offer More Touch-free Ways to Pay as Fiserv Brings PayPal and Venmo QR Code Payments to the Point of Sale
April 27, 2021
From
Fiserv, Inc.
Via
Business Wire
Recap: Fiserv Q1 Earnings
↗
April 27, 2021
Shares of Fiserv (NASDAQ:FISV) moved higher by 0.8% in pre-market trading after the company reported Q1 results. Quarterly Results Earnings per share rose 18.18% over the...
Via
Benzinga
Fiserv Reports First Quarter 2021 Results
April 27, 2021
From
Fiserv, Inc.
Via
Business Wire
Digital Lending Platform Market Growing at a CAGR 18.7% | Key Player Fiserv, Newgen Software, Nucleus Software, FIS Global, Pegasystems
April 26, 2021
Via
AB Newswire
Account Checking Software Market Is Likely to Enjoy Epic Growth: Broadridge, AutoRek, ReconArt
↗
April 29, 2021
A new business intelligence report released by HTF MI with title "Global Account Checking Software Market Report, Production, Consumption and Forecast 2015-2026" is designed covering micro level of...
Via
SBWire
Caixa Econômica Federal and Fiserv Establish Exclusive Alliance for Merchant Acquiring
April 26, 2021
From
Fiserv, Inc.
Via
Business Wire
Financial Software Market to Eyewitness Massive Growth by 2026 : Oracle, Fiserv, Finastra, Intuit
↗
April 26, 2021
Financial Software Comprehensive Study by Type (Financial Management, Tax Software), Application (Banking, Income Flow, Investing, Planning, Importing Tools, Tax Form Preparation, E-Filing, Others),...
Via
SBWire
Topics
Credit Cards
Why Square, PayPal Are Top Picks In The Fintech Space Ahead Of Earnings
↗
April 21, 2021
Ahead of earnings from payment processing companies, an analyst at Rosenblatt Securities picked his five favorite names in the space. The Ratings: Analyst Sean Horgan maintained...
Via
Benzinga
Evaluating A Hot Hedge Fund Strategy ETF - April 2021
↗
April 20, 2021
GVIP, a Goldman Sachs ETF, focuses upon the high-conviction positions of selected fundamentally driven hedge fund managers. It has outperformed the S&P 500 since its inception. What has gone right and...
Via
Talk Markets
Topics
Stocks
Digital Payment Market Manufacturers, Type, Application, Regions and Forecast to 2028
↗
April 19, 2021
Rising Internet proliferation and growth of e-commerce are key factors driving global digital payment market growth
Via
SBWire
Topics
Economy
Fraud
Anti-Money Laundering Software Market Size, Business Scenario, Share, Growth, Insights, Industry Analysis, Trends and Forecasts Report 2028
↗
April 19, 2021
The study methodologies used to examine the Anti-Money Laundering Software market for the forecast period, 2020 - 2028 further classifies the industry by type, geography, end-use and end-user to add...
Via
SBWire
Topics
Artificial Intelligence
Insurance Compliance Software Market May Set New Growth Story : Applied Epic, EZLynx, Vertafore
↗
April 19, 2021
Insurance Compliance Software Comprehensive Study by Application (Small Size Enterprises, Medium Size Enterprises, Large Size Enterprises), Deployment Mode (Web-Based, Cloud-Based), Services...
Via
SBWire
Fintech Spotlight: Bakkt CEO Talks Platform Innovation, Exposure To Assets Like NFTs
↗
April 19, 2021
Earlier this month, Bakkt, a digital-currency fintech that specializes in concurrency, rewards and loyalt...
Via
Benzinga
Digital Payment Market Revenues to Obtain $154.1 Billion by 2025
↗
April 19, 2021
Northbrook, IL -- (SBWIRE) -- 04/19/2021 -- Digital Payment Market By Component (Solutions (Payment Gateway Solutions, Payment Processing Solutions, Wallet Solutions, Payment Security and Fraud...
Via
SBWire
Topics
Fraud
Honoring the 2021 Top 50 Corporate Social Responsibility Companies at the National Diversity & Leadership Conference
April 19, 2021
SOURCE: National Diversity Council
Via
3BL Media
Honoring the 2021 Top 50 Corporate Social Responsibility at the National Diversity & Leadership Conference
April 19, 2021
SOURCE: National Diversity Council
Via
3BL Media
Honoring the 2021 Power 50 at the National Diversity & Leadership Conference
April 15, 2021
SOURCE: National Diversity Council
Via
3BL Media
Topics
Retirement
Honoring Leadership Excellence at the 2021 National Diversity & Leadership Conference
April 15, 2021
SOURCE: National Diversity Council
Via
3BL Media
Honoring the 2021 Top 50 HR Professionals at the National Diversity & Leadership Conference
April 14, 2021
SOURCE: National Diversity Council
Via
3BL Media
Honoring the 2021 Top 50 Multicultural Leaders at the National Diversity & Leadership Conference
April 14, 2021
SOURCE: National Diversity Council
Via
3BL Media
Topics
Retirement
A Comprehensive Study Exploring Tokenization Market : Key Players Worldpay, Ingenico ePayments, Gemalto, Liaison Technologies
↗
April 14, 2021
A latest survey on Global Tokenization Market is conducted to provide hidden gems performance analysis. The study is a perfect mix of qualitative and quantitative information covering market size...
Via
SBWire
Digital Payment Market Competitive Landscape, Research Methodology, Business Opportunities, Statistics and Industry Analysis Report by 2028
↗
April 13, 2021
Rising Internet proliferation and growth of e-commerce are key factors driving global digital payment market growth
Via
SBWire
Topics
Fraud
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