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home
about us
Investment Approach
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Market Analysis Summary
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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
)
41.92
-0.84 (-1.96%)
Official Closing Price
Updated: 6:30 PM EDT, Aug 12, 2026
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Nolan's The Odyssey in 70mm: Alex Theatre Glendale Screening Announced
June 19, 2026
Via
Press Release Distribution Service
FIS Earns Top Rankings in Two Chartis Reports, Cementing Position as Capital Markets Technology Leader
June 19, 2026
From
Fidelity National Information Services
Via
Business Wire
Better Quantum Computing Stock to Buy: IonQ vs. Rigetti
↗
June 19, 2026
IonQ and Rigetti are two of the most popular pure-play stocks on the market.
Via
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Xanadu Quantum vs. IonQ: The Better Quantum Computing Stock Buy for 2026
↗
June 18, 2026
Both companies are seeing strong sales growth.
Via
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Which Cryptocurrency Fund is the better Bet? Fidelity Bitcoin Fund or iShares Ethereum ETF
↗
June 18, 2026
Both ETFs launched in 2024 and offer regulated access to major cryptocurrencies for investors seeking exposure without using crypto exchanges.
Via
The Motley Fool
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ETFs
Why a college savings plan can be one of the best gifts
June 18, 2026
(BPT) - Key Takeaways
Via
Brandpoint
FIS Sweeps All Three Chartis Enterprise Market Risk Quadrants in 2026
June 18, 2026
From
Fidelity National Information Services
Via
Business Wire
FTEC vs. IYW: Which Tech ETF Is the Better Buy for Investors?
↗
June 18, 2026
Each of these two popular tech ETFs offers distinct advantages depending on what investors prioritize most.
Via
The Motley Fool
Topics
ETFs
Prediction: This Quantum Computing Stock Is Going to Plummet in the Second Half of 2026
↗
June 18, 2026
Rigetti Computing stock recently soared after a big announcement by the U.S. government.
Via
The Motley Fool
Topics
Economy
Dr. Kevin A. Powe Expands Orthodox Biblical Scholarship with Comprehensive Seminary-Level Hermeneutics Curriculum
June 17, 2026
Via
GlobePRwire
4 Technologies Chasing Quantum Computing Supremacy and the Stocks to Invest In With Each
↗
June 17, 2026
There are many distinct ways to build a quantum computer, and so far, it's not clear which of the underlying technologies will prove to be the best.
Via
The Motley Fool
Here Are the Smartest Dividend ETFs You Can Buy With $100
↗
June 17, 2026
ETFs make it possible to begin building a well-rounded portfolio with very little money.
Via
The Motley Fool
Topics
ETFs
$100 Invested In Fidelity Nasdaq Composite Index ETF 15 Years Ago Would Be Worth This Much Today
↗
June 17, 2026
Via
Benzinga
Topics
ETFs
Stocks
Fidelity vs. Vanguard Financials: Which Financials ETF Offers More Bang for Your Buck?
↗
June 17, 2026
Asset size, track record, and portfolio makeup set these two low-cost sector funds apart for investors seeking financial sector exposure.
Via
The Motley Fool
Topics
ETFs
Economy
Fidelity vs. State Street: Which Consumer Staples ETF Stands Out?
↗
June 17, 2026
These two low-cost defensive ETFs share many similarities, but one is clearly a more attractive buy.
Via
The Motley Fool
Topics
ETFs
First Commerce Bank Selects FIS Core Banking to Compete in an AI-Ready Future
June 17, 2026
From
Fidelity National Information Services
Via
Business Wire
Which Banking ETF Is Better, Fidelity's Broader FNCL or iShares IAT's Regional Bank Focus?
↗
June 17, 2026
Compare diversification, cost, and risk profiles as two financial sector ETFs take different approaches to portfolio construction.
Via
The Motley Fool
Topics
ETFs
Looking for a Dividend ETF to Buy? Choose Between This High Yield and High Dividend Growth ETF
↗
June 16, 2026
Vanguard Dividend Appreciation and Fidelity High Dividend are among the two top dividend ETFs to buy. Here's how to decide which one to pick.
Via
The Motley Fool
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ETFs
Vanguard's VCIT or Fidelity's FIGB: Which Bond ETF Is the Better Buy Right Now?
↗
June 16, 2026
Explore how each fund's unique approach to portfolio construction and risk management could impact your fixed income strategy.
Via
The Motley Fool
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ETFs
FIS Brings Secondary Loan Trading into the Modern Era with Trade & Distribution Manager
June 16, 2026
From
Fidelity National Information Services
Via
Business Wire
FHLC vs. IYH: Which Healthcare ETF Is the Better Buy in 2026?
↗
June 16, 2026
Portfolio size and stock selection set these healthcare ETFs apart and help shape their risk and return profiles.
Via
The Motley Fool
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ETFs
If You Only Buy One Dividend ETF, Make It This One
↗
June 14, 2026
This ETF has a 5% yield and market-beating returns.
Via
The Motley Fool
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Here’s What a $1,000 Investment in SpaceX’s IPO Would Be Worth Today — and What Could Come Next
↗
June 12, 2026
SpaceX is soaring, but that rally could sputter out.
Via
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SpaceX IPO: Here's How to Buy SPCX Stock Right Now
↗
June 12, 2026
SpaceX just went public in the largest IPO ever. Here's how to get a piece.
Via
The Motley Fool
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Initial Public Offering
SpaceX Stock Just Opened At $150, Up 11% From its IPO Price of $135
↗
June 12, 2026
The rocket launch, satellite, and AI company's debut lived up to the hype.
Via
The Motley Fool
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Initial Public Offering
Kling AI Raises Cinematic Standards with Industry-First Native 4K Video Generation
June 12, 2026
Via
Get News
Topics
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Why Your Financial Data Protection Matters More Than Ever
↗
June 12, 2026
Financial information constitutes one of the most important assets you possess. Discover the reason behind the importance of implementing stringent measure
Via
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Retail Investors Could Get SpaceX IPO Shares Through These 5 Brokerages Today
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June 12, 2026
The SpaceX IPO will be unusually accessible to retail investors on Day 1, provided they use the right broker.
Via
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FNCL vs. KBWB: Broad Financial Exposure vs. a Concentrated Bank ETF -- Which Is the Better Buy?
↗
June 12, 2026
Compare fees, risk profiles, and sector coverage between these two funds to see how their strategies could impact your investment approach.
Via
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Roland C. Rivera Unveils New Website for Wildlife & Landscape Photography
June 12, 2026
Via
Press Release Distribution Service
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