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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
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Fiserv
(NQ:
FISV
)
65.59
-1.58 (-2.35%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 2, 2026
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Block Stock Blues: Why I Won’t Be Buying the SQ Dip
↗
May 04, 2023
Unless you love Bitcoin, you are better off staying away from SQ stock and investing in a traditional payment processor instead.
Via
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Here's How Much $100 Invested In Fiserv 10 Years Ago Would Be Worth Today
↗
May 04, 2023
Via
Benzinga
Fiserv Corporate Social Responsibility Report Underscores Company’s Commitment to Making a Meaningful Difference
May 01, 2023
From
Fiserv, Inc.
Via
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MarketBeat Week in Review – 4/24 - 4/28
April 29, 2023
Earnings reports and economic data shows a weakening economy and the market will continue to look for direction before the Fed decision on interest rates
Via
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Topics
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Economy
Here's How Much $100 Invested In Fiserv 20 Years Ago Would Be Worth Today
↗
April 26, 2023
Via
Benzinga
A Look Into Fiserv's Debt
↗
April 26, 2023
Via
Benzinga
Looking Into Fiserv's Return On Capital Employed
↗
April 26, 2023
Via
Benzinga
Fiserv Stock Scores Relative Strength Rating Upgrade
↗
April 26, 2023
Fiserv stock saw a positive improvement to its Relative Strength (RS) Rating on Wednesday, rising from 89 to 92.
Via
Investor's Business Daily
3 Fintech Stocks With Huge Return Potential for Long-Term Investors
↗
April 26, 2023
Investors looking for success in the market over the long-term should consider taking a position in one of these names.
Via
InvestorPlace
Fiserv's Growth Prospects Shine As Other Financials Slump
April 26, 2023
As financials got whacked, fintech Fiserv broke out of a base on better-than-expected Q1 results and upbeat full-year guidance.
Via
MarketBeat
Alphabet To Rally Around 36%? Here Are 10 Other Analyst Forecasts For Wednesday
↗
April 26, 2023
Morgan Stanley raised the price target for Alphabet Inc. (NASDAQ: GOOGL) from $135 to $140. Morgan Stanley analyst Brian Nowak maintained an Overweight rating. Alphabet shares fell 1% to $102.83 in...
Via
Benzinga
Top 4 Financial Stocks That May Crash In April
↗
April 26, 2023
The most overbought stocks in the financial sector presents an opportunity to go short on these overvalued companies.
Via
Benzinga
Fiserv Q1 Tops Estimates, Raises Lower End Of FY23 Guidance
↗
April 25, 2023
Via
Benzinga
Why Fiserv Stock Is Moving Up Today
↗
April 25, 2023
Fiserv, Inc. (NASDAQ: FISV) shares are trading higher after the company reported strong Q1 results and raised the bottom end of its 2023 financial guidance.
Via
Benzinga
Earnings Preview: Fiserv
↗
April 24, 2023
Via
Benzinga
Fiserv Reports First Quarter 2023 Results
April 25, 2023
From
Fiserv, Inc.
Via
Business Wire
The 3 Most Innovative Fintech Companies You Need to Know About
↗
April 24, 2023
The potential of fintech stocks is mind-blowing, when investors consider the speed at which Americans shift to a cashless society.
Via
InvestorPlace
Small Businesses Can Accept More Mobile Payments via Clover with Addition of Tap to Pay on iPhone
April 24, 2023
From
Fiserv, Inc.
Via
Business Wire
Shift4 Stock Plunges On Short Seller Blue Orca's Report
↗
April 19, 2023
Short seller Blue Orca issued a report claiming Shift4 engaged in "hyper aggressive accounting maneuvers" in 2022. FOUR stock plunged.
Via
Investor's Business Daily
How To Attend Fiserv Q1 2023 Earnings Conference Call
↗
April 12, 2023
Via
Benzinga
A Look Into Fiserv's Debt
↗
April 11, 2023
Via
Benzinga
What 14 Analyst Ratings Have To Say About Fiserv
↗
April 11, 2023
Via
Benzinga
BFSI Software Market May See a Big Move : Oracle, Temenos AG, Finastra
April 18, 2023
Stay up-to-date with BFSI Software Market research offered by AMA Research. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Topics
Artificial Intelligence
Digital Issuance from Fiserv Eliminates Physical Debit Card Wait
April 18, 2023
From
Fiserv, Inc.
Via
Business Wire
Don't Overlook These 2 Finance Innovators It's Time To Buy
↗
April 15, 2023
Some investors may be skeptical of the broader financial sector after the collapse of Silicon Valley Bank but there are some nice opportunities brewing.
Via
Talk Markets
Nasdaq Bear Market: 1 Growth Stock to Buy, and 1 to Sell
↗
April 14, 2023
The tech sector is off to a strong start to 2023, but it isn't officially out of the woods just yet.
Via
The Motley Fool
Salem Five Among Financial Institutions Set to Launch the FedNowSM Service with Fiserv
April 12, 2023
From
Fiserv, Inc.
Via
Business Wire
Fiserv to Release First Quarter Earnings Results on April 25, 2023
April 11, 2023
From
Fiserv, Inc.
Via
Business Wire
New relationship enables over 150 Million JCB Cardmembers to make purchases across expansive Fiserv European merchant network
April 03, 2023
From
JCB
Via
JCN Newswire
Bangor Savings Bank Wins 2023 Celent Model Bank Award for Innovative Integration of Rewards and Payments with Fiserv
March 31, 2023
From
Fiserv, Inc.
Via
Business Wire
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