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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
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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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All News about Fiserv
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Commercial Loan Origination System Market Is Booming Worldwide : Valeyo, Fiserv, Calyx Software, Qualia, nCino
December 21, 2022
Commercial Loan Origination System Comprehensive Study by Application (Small and Medium Enterprises (SMEs), Large Enterprises), Industry Vertical (Banks, Fintech Companies, Insurance Companies, Credit...
Via
SBWire
Loan Origination Software Market Share and Size 2023 : Global Business Trends, Solution, Services, Feasibility Scope and Future Prospects by 2029
December 15, 2022
Loan Origination Software Market SWOT Analysis by Top Key Players - Ellie Mae Inc. Calyx Software Inc. FICS Fiserv Inc. Byte Software PCLender, LLc Mortgage Builder Software Inc. Wipro Tavant...
Via
SBWire
Wealth Management Platform Market Next Big Thing : Major Giants- InvestEdge, Temenos, Finantix
December 14, 2022
NJ New Jersey, USA -- (SBWIRE) -- 12/14/2022 -- Latest Study on Industrial Growth of Wealth Management Platform Market 2022-2028. A detailed study accumulated to offer Latest insights about acute...
Via
SBWire
Topics
Artificial Intelligence
Where Fiserv Stands With Analysts
↗
December 12, 2022
Via
Benzinga
Death Cross Looms Over Fiserv Investors
↗
November 18, 2022
Via
Benzinga
FCA Packaging Executive Honored With Wisconsin Titan 100 Award
November 07, 2022
Steve Everett Jr. recognized by program that singles out top 100 organizational leaders in stateBROOKFIELD, Wis. - Nov. 7, 2022 - PRLog -- Steve Everett Jr., President of Timber Creek, an FCA Packaging...
Via
PRLog
Fiserv Clocks 9% Revenue Growth In Q3 Aided By Payments Segment
↗
October 27, 2022
Via
Benzinga
Tokenization Market – A Multi-Billion Dollar Market Identifying Hidden Gems : CipherCloud, Futurex, TokenEx, Verifone
December 06, 2022
Stay up-to-date with Tokenization Market research offered by AMA. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Topics
Data Breach
Fraud
Shopping eGift Cards Market Is Booming Worldwide : Target Brands, Walmart, PayTm
December 05, 2022
Stay up-to-date with Shopping eGift Cards Market research offered by AMA Research. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Topics
Fraud
Fiserv to Present at UBS Global TMT Conference
December 05, 2022
From
Fiserv, Inc.
Via
Business Wire
Analyst Ratings for Fiserv
↗
October 12, 2022
Within the last quarter, Fiserv (NASDAQ:FISV) has observed the following analyst ratings:
Via
Benzinga
One Growth Stock Down 83% You'll Wish You Own When the Bear Market Ends
↗
November 30, 2022
This fintech is capitalizing on a multibillion-dollar market opportunity.
Via
The Motley Fool
Interview With Value Investor Bill Nygren of Oakmark Funds
↗
November 22, 2022
Motley Fool analyst John Rotonti recently had the opportunity to discuss stock picking and more with Bill Nygren.
Via
The Motley Fool
First West Credit Union Expands Relationship with Fiserv to Bring Clover to More Small Businesses Across British Columbia
November 16, 2022
From
Fiserv, Inc.
Via
Business Wire
Fiserv to Present at Citi’s 2022 FinTech Conference
November 10, 2022
From
Fiserv, Inc.
Via
Business Wire
Enterprise Payments Platform Market to Witness Huge Growth by 2027 : Fiserv, Oracle, Payscout
November 15, 2022
How to reach that market place and its associated audience with current marketing efforts? Benchmark now the competitive efforts with high growth emerging players and leaders of Enterprise Payments...
Via
SBWire
Topics
Fraud
Shift4 Sinks On Third-Quarter Earnings As It Hosts Investor Day
↗
November 07, 2022
Shift4 Payments reported third-quarter earnings and revenue that topped estimates while the company raised its outlook for Shift4 stock.
Via
Investor's Business Daily
10 Best Stocks to Buy Now in November
↗
November 01, 2022
These beaten-down growth stocks have significant upside.
Via
The Motley Fool
Analysts Highlight Global Payments' Widening Gap With Fiserv In Merchant Acquiring
↗
November 01, 2022
Via
Benzinga
Carat from Fiserv to Fuel the Future of Commerce at More than 5,500 Sunoco Locations
October 31, 2022
From
Fiserv, Inc.
Via
Business Wire
Fiserv: Q3 Earnings Insights
↗
October 27, 2022
Fiserv (NASDAQ:FISV) reported its Q3 earnings results on Thursday, October 27, 2022 at 07:00 AM. Here's what investors need to know about the announcement. Earnings Fiserv missed estimated earnings by...
Via
Benzinga
Fiserv Affirms Commitment to Wisconsin with Selection of New Global Headquarters Location in Downtown Milwaukee
October 27, 2022
From
Fiserv, Inc.
Via
Business Wire
Fiserv Reports Third Quarter 2022 Results
October 27, 2022
From
Fiserv, Inc.
Via
Business Wire
Diebold Nixdorf Partners With Crime Prevention Expert To Combat Fraud, Financial Crime
↗
October 21, 2022
Diebold Nixdorf Inc (NYSE: DBD) and Featurespace, a world leader in enterprise financial crime prevention, collaborated to integrate its highly specialized fraud prevention technology into Diebold...
Via
Benzinga
Financial Institutions Can Detect and Deter Account Takeover Fraud with First-of-its-Kind Solution from Fiserv
October 20, 2022
From
Fiserv, Inc.
Via
Business Wire
Financial Institutions and Fintechs Can Empower Cardholders with Programmable Payments from Fiserv and IncumbentFI
October 19, 2022
From
Fiserv, Inc.
Via
Business Wire
OpenBots Capitalizes on Security With SOC2 and HIPAA Certifications
October 17, 2022
The Disruptive Intelligent Automation Platform adds Visibility to Security with Multiple Certifications
Via
Newswire.com
Benzinga's Top Ratings Upgrades, Downgrades For October 12, 2022
↗
October 12, 2022
Upgrades
Via
Benzinga
Bethpage Federal Credit Union Sees Boom in Real-Time Payments
October 12, 2022
From
Fiserv, Inc.
Via
Business Wire
Digital Gift Cards Market to See Booming Growth : Givex, Blackhawk Network Holdings, Walmart, InComm Payments
October 05, 2022
Digital Gift Cards Comprehensive Study by Category (Closed-loop Card, Open-loop Card), End Use (Retail Establishment, Corporate Institutions), Distribution (Specialty Websites, Mobile Applications,...
Via
SBWire
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