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Advantages of Same Day Allocation
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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
Featured Articles
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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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$11.1 Million Exit After a 39% Slide Signals a Hard Reset on This Auto Retailer
↗
January 24, 2026
CarMax operates a nationwide network of used vehicle retail stores, offering financing and ancillary services to U.S. consumers.
Via
The Motley Fool
Topics
Regulatory Compliance
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
January 22, 2026
From
Bragar Eagel & Squire
Via
GlobeNewswire
3 Things Investors Need to Know About Fiserv in 2026
↗
January 22, 2026
Fiserv appeared to have an unconquerable moat before a disastrous earnings report last October sent the stock into free fall.
Via
The Motley Fool
Topics
Lawsuit
Supply Chain
The Quiet Powerhouse: A Deep-Dive into Jack Henry & Associates (JKHY)
January 22, 2026
In an era dominated by flashy consumer-facing fintech startups and global financial behemoths, Jack Henry & Associates (NASDAQ: JKHY) remains one of the most resilient and strategic players in the...
Via
Finterra
Topics
Artificial Intelligence
Fraud
Fiserv and Sumitomo Mitsui Introduce Clover Suite of Products, Enabling Digital Commerce for Millions of Merchants
January 21, 2026
From
Fiserv, Inc.
Via
Business Wire
Fiserv to Release Fourth Quarter Earnings Results on February 10, 2026
January 20, 2026
From
Fiserv, Inc.
Via
Business Wire
Rascal Flatts Tour Tickets 2026: Cheap Seats & Promo Code Deals at CapitalCityTickets.com
January 18, 2026
Via
AB Newswire
Topics
Economy
PayPal (PYPL) 2026 Deep Dive: Navigating the AI Pivot and the BNPL Regulatory Rollercoaster
January 16, 2026
Today’s Date: January 16, 2026 Introduction As we enter 2026, PayPal Holdings, Inc. (NASDAQ: PYPL) finds itself at a critical juncture in the history of digital finance. Once the undisputed king of the...
Via
Finterra
Topics
Artificial Intelligence
Credit Cards
FISERV ALERT: Bragar Eagel & Squire, P.C. is Investigating Fiserv, Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
January 15, 2026
From
Bragar Eagel & Squire
Via
GlobeNewswire
The Populist Pivot: Trump’s Endorsement of Credit Card Reform Sends Shockwaves Through Wall Street
January 15, 2026
In a move that has sent the shares of the world’s largest payment processors into a tailspin, President Donald Trump officially threw his weight behind the Credit Card Competition Act (CCCA) on January...
Via
MarketMinute
Topics
Credit Cards
Economy
Government
Fiserv Launches Unknown Shopper at NRF, Helping Merchants Better Understand In-Store Customers
January 09, 2026
From
Fiserv, Inc.
Via
Business Wire
What's Going On With Fiserv Stock On Thursday?
↗
January 08, 2026
Fiserv (NASDAQ: FISV) partners with Microsoft to accelerate AI adoption, deploying Microsoft 365 Copilot and Azure Foundry to improve productivity, optimize workflows, and enhance fintech solutions...
Via
Benzinga
Topics
Artificial Intelligence
Fiserv Collaborates with Microsoft to Accelerate AI-Driven Innovation
January 08, 2026
From
Fiserv, Inc.
Via
Business Wire
What to Expect From Fiserv's Next Quarterly Earnings Report
January 08, 2026
Fiserv will release its fourth-quarter earnings soon, and analysts anticipate a double-digit profit dip.
Via
Barchart.com
Topics
Government
FISERV ALERT: Bragar Eagel & Squire, P.C. is Investigating Fiserv, Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
January 07, 2026
From
Bragar Eagel & Squire
Via
GlobeNewswire
Is Now the Time to Buy 3 of the S&P 500's Worst-Performing Stocks of 2025?
↗
January 07, 2026
These stocks lost between 49% and 68% of their value last year.
Via
The Motley Fool
Topics
Stocks
World Trade
Clover Introduces Identity-Based Payments to Transform Everyday Transactions
January 07, 2026
From
Fiserv, Inc.
Via
Business Wire
Motley Fool Money: Stock Market Naughty and Nice List
↗
January 06, 2026
There were nice companies and great CEOs in 2025, but also some duds. We discuss the stocks on each list and end by going shopping for stocks.
Via
The Motley Fool
Topics
Artificial Intelligence
Motley Fool Money: The Most Shocking Stories of 2025
↗
January 05, 2026
Do you remember all of the surprises investors got in 2025? We had tariffs, AI upheaval, and even gold having a great year.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
World Trade
FISERV FINAL DEADLINE ALERT: Bragar Eagel & Squire, P.C. Urgently Reminds Fiserv, Inc. Stockholders to Contact the Firm Regarding Class Action Lawsuit
January 05, 2026
From
Bragar Eagel & Squire
Via
GlobeNewswire
Small Business Sales Edge Up as Consumers Spend More Per Transaction this December, Fiserv Reports
January 05, 2026
From
Fiserv, Inc.
Via
Business Wire
FISERV URGENT CLASS ACTION ALERT: Bragar Eagel & Squire, P.C. Urges Fiserv, Inc. Investors to Contact the Firm Regarding Their Rights Before January 5th
January 02, 2026
From
Bragar Eagel & Squire
Via
GlobeNewswire
S&P 500 Hovers at the Flatline: A Masterclass in Market Resilience or the Quiet Before a 2026 Storm?
December 30, 2025
As the sun sets on 2025, the S&P 500 is holding its breath. In a trading session characterized by thin holiday volume and a notable absence of institutional conviction, the benchmark index spent much...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Wall Street Cools Down: Investors Pivot to Profit-Taking After S&P 500’s Record-Breaking Surge
December 29, 2025
As the final trading days of 2025 unfold, the euphoria that propelled the markets to historic heights last week has transitioned into a period of strategic retreat. On Monday, December 29, 2025, the...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
The Silent Week: Technicals Take the Wheel as Macro Data Fades into the 2025 Close
December 29, 2025
As the final week of 2025 unfolds, the high-octane engine of the global financial markets has shifted into a low-gear crawl. With the holiday season in full swing and the majority of institutional...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
How Is The Market Feeling About Fiserv Inc?
↗
December 29, 2025
Via
Benzinga
The Great Pivot: Navigating the Rollercoaster 2025 Market as the Final Bell Approaches
December 29, 2025
As the sun sets on December 29, 2025, the U.S. stock market stands at a historic crossroads, capping off a year defined by extreme volatility, political brinkmanship, and a definitive shift in monetary...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
SHAREHOLDER ALERT Bernstein Liebhard LLP Announces A Securities Fraud Class Action Lawsuit Has Been Filed Against Fiserv, Inc. (NASDAQ: FISV)
December 29, 2025
From
Bernstein Liebhard LLP
Via
GlobeNewswire
The Ghost of Markets Past and Present: Why the Final Week of 2025 is Redefining the 'Santa Claus Rally'
December 26, 2025
As the calendar turns to the final week of 2025, Wall Street is witnessing a classic convergence of seasonal optimism and technical maneuvering. Following a year defined by the relentless expansion of...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
The 2025 Santa Claus Rally: Records Shatter as Wall Street Defies Shutdown Shadows
December 26, 2025
The final trading sessions of 2025 are witnessing a historic "Santa Claus Rally" that has propelled major averages to unprecedented heights. On December 24, the S&P 500 (^GSPC) closed at a record...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Electric Vehicles
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