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home
about us
Investment Approach
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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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Fidelity National Information Services
(NY:
FIS
)
46.89
-0.52 (-1.10%)
Official Closing Price
Updated: 7:00 PM EDT, Mar 27, 2026
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The $1 Trillion Software Carnage: How AI Agents Broke the SaaS Model
February 24, 2026
SAN FRANCISCO — February 24, 2026 — The software sector is reeling from a historic collapse as a "Black February" sell-off has officially wiped out more than $1 trillion in market capitalization from...
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FIS Signals Resurgence with Strong 2025 Results and Strategic Pivot to Core Banking
February 24, 2026
Fidelity National Information Services (NYSE: FIS), a global leader in financial services technology, reported robust full-year 2025 financial results on February 24, 2026, meeting its aggressive...
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MarketMinute
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'Michael Saylor Should Be In Jail' And 'Bitcoin Is For Boomers' Says Ex-Fidelity Star, Who Also Has A Contrarian Take On Tesla
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February 24, 2026
George Noble, who ran the number one mutual fund in America at Fidelity Investments in 1985 returning 79%, went on Steve Eisman’s Real Eisman Playbook podcast and didn’t hold back.
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Fidelity National Info Serv (NYSE:FIS) Q4 2025 Earnings: Strategic Pivot Fuels Strong 2026 Outlook
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February 24, 2026
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Fidelity National Financial (NYSE:FNF) Reports Mixed Q4 2025 Results with Revenue Beat and EPS Miss
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February 19, 2026
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Stay updated with the S&P500 stocks that are on the move in today's pre-market session.
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February 24, 2026
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Insights into Fidelity National Info Q4 Earnings
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February 24, 2026
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FIS Reports Full-Year 2025 Results and Introduces 2026 Outlook
February 24, 2026
From
Fidelity National Information Services
Via
Business Wire
Axsome Therapeutics (AXSM): A CNS Powerhouse at a Commercial Crossroad
February 23, 2026
As of February 23, 2026, the biotechnology landscape has shifted away from the speculative fervor of the early 2020s toward a demand for commercial execution and sustainable revenue. Standing at the...
Via
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Initial Public Offering
Intellectual Property
FIS Launches 24/7 AI Assistant to Ease Risk Models Management
February 23, 2026
From
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2 Top Dividend Stocks to Buy in February
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February 22, 2026
These two dividend stocks should reward investors.
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Could Investing $10,000 in IonQ Make You a Millionaire?
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February 22, 2026
IonQ is one of the most popular quantum computing stocks.
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Movers and shakers in today's after-hours session for S&P500 stocks?
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February 20, 2026
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Cryoin Korea JV: Scaling Global Rare Gas Production Beyond Ukraine
February 20, 2026
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February 20, 2026
These all-in-one asset allocation ETFs are among my top picks for 2026.
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Fidelity National Financial Signals 2026 Expansion as 'inHere' Tech and Title Margins Hit New Peaks
February 20, 2026
In a definitive display of operational resilience and strategic foresight, Fidelity National Financial (NYSE: FNF) reported its fourth-quarter and full-year 2025 results on February 20, 2026, signaling...
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Fidelity National (FNF) Earnings Call Transcript
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February 20, 2026
Fidelity National (FNF) Earnings Call Transcript
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Global Payments Surges 16% as Worldpay Integration and Massive Buyback Signal a New Era in Merchant Solutions
February 19, 2026
In a dramatic show of market confidence, shares of Global Payments Inc. (NYSE: GPN) skyrocketed more than 16% on February 18, 2026, following the release of its fourth-quarter earnings and a...
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Fidelity National Financial (NYSE:FNF) Posts Better-Than-Expected Sales In Q4 CY2025
February 19, 2026
Title insurance company Fidelity National Financial (NYSE:FNF) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 11.9% year on year to $4.05 billion. Its non-GAAP...
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Use a TFSA to Earn $475 a Month With No Tax
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February 19, 2026
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Trevian Wealth Management Buys $2.7 Million of Fidelity Nasdaq Composite Index ETF
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February 19, 2026
Fidelity Nasdaq Composite Index ETF tracks thousands of U.S.-listed growth and technology stocks for broad market exposure.
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The Motley Fool
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Robinhood Shares Plunge 11.3% as Crypto Revenue Miss Shadows Solid Profit Beat
February 19, 2026
The retail trading landscape faced a sharp correction last week as shares of Robinhood Markets, Inc. (NASDAQ:HOOD) plummeted 11.3%, closing at approximately $76.87 following the release of its...
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The New Global Payments: A 2026 Deep-Dive Research Report (NYSE: GPN)
February 19, 2026
As of February 19, 2026, the global payments landscape is undergoing a profound structural shift, and at the center of this transformation is Global Payments Inc. (NYSE: GPN). Following a landmark year...
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Is IonQ Stock Your Ticket to Becoming a Millionaire?
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February 19, 2026
This speculative quantum computing stock could have big upside.
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Dow, S&P 500, Nasdaq Futures Slip As Fed Minutes Temper Rate-Cut Hopes: Why CVNA, FIG, DASH, BTG, IBRX Are Trending After-Hours
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February 18, 2026
Traders looked ahead to U.S. jobless claims, Fed speakers, and other economic data due Thursday.
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The Institutional 'Wall of Capital' Arrives: Spot ETFs Cement Crypto’s Place in Global Finance
February 18, 2026
As of February 18, 2026, the digital asset landscape has undergone a profound transformation. What began as a speculative experiment has matured into a cornerstone of institutional portfolio...
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Cryoin Engineering Ltd. Announces Advanced Ultra-High Purity Helium Solutions to Power Next-Generation Quantum Computing
February 18, 2026
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Global Payments Charts a Bold Path to 2026 with $14 EPS Target and Massive $2.5 Billion Buyback
February 18, 2026
ATLANTA – In a definitive move to cement its position as a dominant force in the merchant services landscape, Global Payments Inc. (NYSE: GPN) sent shockwaves through the financial sector today,...
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What's Next: Fidelity National Finl's Earnings Preview
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February 18, 2026
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This Is the Average Millennial 401(k) Balance -- How Does Yours Compare?
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February 18, 2026
It's not a super high number, but all isn't lost.
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Topics
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