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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
)
68.71
-0.05 (-0.07%)
Official Closing Price
Updated: 4:15 PM EST, Jan 7, 2026
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5 Stocks That Hedge Funds Love Right Now
↗
February 28, 2023
Goldman Sachs has published a report on popular hedge fund stocks with a low weighting in mutual funds. Here's what you need to know.
Via
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Carat from Fiserv Introduces First-to-Market Capabilities to Help Enterprises Optimize Delivery Services
February 28, 2023
From
Fiserv, Inc.
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Fiserv to Present at Upcoming Investor Conferences
February 27, 2023
From
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Via
Business Wire
This Reverse-Stock-Split Stock Is Down 90%, but Is It a Buy Ahead of the Next Bull Market?
↗
February 25, 2023
Paysafe just completed a 12-for-1 reverse stock split to meet the New York Stock Exchange's listing requirements.
Via
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Analyst Ratings for Fiserv
↗
February 24, 2023
Via
Benzinga
$1000 Invested In This Stock 10 Years Ago Would Be Worth $5,700 Today
↗
February 17, 2023
Via
Benzinga
Where Fiserv Stands With Analysts
↗
February 08, 2023
Via
Benzinga
Retail Core Banking Systems Market Is Booming Worldwide : Finastra, FIS Global, Intellect Design Arena
February 24, 2023
Retail Core Banking Systems Comprehensive Study by Application (Small-medium Enterprises, Large Size Enterprises), Platform (Web-Based, Installed, IOS, Android), Deployment (On-Premises, Managed,...
Via
SBWire
Fiserv Announces Share Repurchase Authorization
February 23, 2023
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Via
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7 Overlooked Tech Stocks That Could Be the Next Big Thing
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February 19, 2023
Although the innovation ecosystem attracts plenty of attention, these overlooked tech stocks to buy bring plenty to the table.
Via
InvestorPlace
Fiserv Named to Forbes America’s Best Employers 2023 List
February 16, 2023
From
Fiserv, Inc.
Via
Business Wire
$1000 Invested In This Stock 20 Years Ago Would Be Worth $15,000 Today
↗
February 07, 2023
Via
Benzinga
Earnings Outlook For Fiserv
↗
February 06, 2023
Via
Benzinga
FIS Stock Alert: What to Know as Fidelity National Plans to Spin Off Worldpay
↗
February 13, 2023
With Fidelity National spinning off its Worldpay merchants business, the news exposed FIS stock as an overvalued investment.
Via
InvestorPlace
FingerMotion (NASDAQ: FNGR) Optimistic About Continuous Growth As It Exceeds Quarterly Revenue Milestone Of Over $10 Million
↗
February 13, 2023
A recent report by Grand View Research showed that global mobile payments transactions were valued at over $2 trillion in 2022.
Via
Benzinga
Loan Servicing Software Market Next Big Thing : Major Giants Integrated Accounting Solutions, AccuSystems, Advanced Lease Systems
February 10, 2023
Get Loan Servicing Software Market analysis, key vendors & competitive scenario of the market prepared using market research tools such as Porter’s five forces and SWOT analysis.
Via
SBWire
Digital Banking User Growth Continued at Strong Pace in 2022
February 08, 2023
From
Fiserv, Inc.
Via
Business Wire
Our 7 Top Stock Picks From Crossing Wall Street’s 2023 Buy List
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February 07, 2023
These unusual stock picks have proved to be consistent winners for investor Eddy Elfenbein, as evidenced by their market beating returns.
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BP, Hertz Global, Take-Two Interactive Software And Other Big Stocks Moving Higher On Tuesday
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February 07, 2023
U.S. stocks traded lower, with the Dow Jones dropping over 150 points on Tuesday. Here are some big stocks recording gains in today’s session.
Via
Benzinga
Updated: Powell At Noon
↗
February 07, 2023
Good Morning Everyone! The AI chatbot race takes off with competition heating up between: - ChatGPT (OpenAI & Microsoft) - Bard AI (Google) - Ernie (Baidu) Who will win?
Via
Benzinga
Fiserv Remains Cautious Despite 9% Revenue Growth In Q4 Backed By Acceptance, Fintech And Payments Segments
↗
February 07, 2023
Via
Benzinga
Fiserv Reports Fourth Quarter and Full Year 2022 Results
February 07, 2023
From
Fiserv, Inc.
Via
Business Wire
Fiserv Named a World’s Most Admired Company for 2023
February 01, 2023
From
Fiserv, Inc.
Via
Business Wire
Fiserv Included in 2023 Bloomberg Gender-Equality Index
January 31, 2023
From
Fiserv, Inc.
Via
Business Wire
Fiserv Looks to Support New Payment Flows with Major Payment Institution License from Monetary Authority of Singapore
January 30, 2023
From
Fiserv, Inc.
Via
Business Wire
Desjardins, Canada’s Largest Financial Cooperative, Selects Fiserv to Enhance Credit Card Program
January 19, 2023
From
Fiserv, Inc.
Via
Business Wire
Fiserv to Release Fourth Quarter and Full Year Earnings Results on February 7, 2023
January 18, 2023
From
Fiserv, Inc.
Via
Business Wire
Global Payments Likely To Gain From Compelling Industry Valuations & Strategic Focus On M&A: Analyst
↗
January 17, 2023
Via
Benzinga
Digital Banking Platform Market 2023 : New Technology Updates, Size & Share, User Growth Predictions Forecast Study by 2028 : Global Market Size Is Hit US$ 11.11 Bn 2028
January 12, 2023
“According to SNS insider, the Digital Banking Platform Market Size was valued at US$ 4.78 bn in 2021, and is projected to reach US$ 11.11 Bn by 2028, with a growing CAGR of 12.8% during the Forecast...
Via
SBWire
Fiserv Stock Generating Improved Relative Strength
↗
January 12, 2023
Fiserv stock saw a positive improvement to its Relative Strength (RS) Rating on Thursday, rising from 68 to 71.
Via
Investor's Business Daily
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