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home
about us
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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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
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Event Schedule
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Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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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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There are signs that NYSE:FI may be ready to breakout.
↗
February 15, 2024
Promising Signs: FISERV INC Setting the Stage for a Breakout.
Via
Chartmill
Here's How Much You Would Have Made Owning Fiserv Stock In The Last 20 Years
↗
February 08, 2024
Via
Benzinga
Fiserv Analysts Increase Their Forecasts After Upbeat Earnings
↗
February 07, 2024
Fiserv, Inc (NYSE: FI) reported better-than-expected fourth-quarter financial results on Tuesday.
Via
Benzinga
What's Going On With Fiserv Stock Tuesday?
↗
February 06, 2024
Fiserv reported Q4 results with 6% revenue growth, exceeding expectations. Fiserv currently expects FY24 organic revenue growth of 15%-17% and adjusted EPS of $8.55-$8.70, representing growth of...
Via
Benzinga
Chart Of The Day: Fiserv - Steady Growth In Both Revenue And Earnings
↗
January 29, 2024
Fiserv, Inc., together with its subsidiaries, provides payment and financial services technology worldwide.
Via
Talk Markets
Fiserv Stock Joins Rank Of Stocks With 95-Plus Composite Rating
↗
January 17, 2024
The IBD SmartSelect Composite Rating for Fiserv rose from 93 to 96 Wednesday.
Via
Investor's Business Daily
$100 Invested In Fiserv 10 Years Ago Would Be Worth This Much Today
↗
December 25, 2023
Via
Benzinga
$1000 Invested In Fiserv 15 Years Ago Would Be Worth This Much Today
↗
December 07, 2023
Via
Benzinga
Peering Into Fiserv's Recent Short Interest
↗
November 24, 2023
Via
Benzinga
Here's How Much You Would Have Made Owning Fiserv Stock In The Last 15 Years
↗
November 06, 2023
Via
Benzinga
Fintech Frontiers: 7 Innovative Stocks Reshaping Finance in 2024
↗
January 05, 2024
Wager on these promising fintech stocks, pivotal in the financial sector's evolution, set to increase market influence substantially.
Via
InvestorPlace
3 Fintech Stocks You’ll Regret Not Buying Soon: December Edition
↗
December 24, 2023
Buying fintech stocks can be a great way to reap outsized returns for your portfolio. Here are some companies to consider.
Via
InvestorPlace
Fiserv Stock Sees Its Composite Rating Rise To 96, Following Price Move
↗
December 12, 2023
Fiserv saw its IBD SmartSelect Composite Rating rise to 96 Tuesday, up from 94 the day before.
Via
Investor's Business Daily
Loan Services Market Immense Development Trends and High Potential Growth Across the Globe by 2028: Allianz, AXA, JP Morgan Chase, ICBC
December 06, 2023
Loan Services Market Growth
Via
SBWire
Topics
Intellectual Property
Wealth Management Market Next Big Thing : Major Giants- Profile Software, Broadridge, InvestEdge
November 15, 2023
Stay up-to-date with Wealth Management Market research offered by AMA Research. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Topics
Bonds
Why Fiserv Stock Is Gaining Today
↗
October 24, 2023
Following a beat-and-raise quarter, Fiserv stock is now up 13% across 2023's trading.
Via
The Motley Fool
Analyst Expectations for Fiserv's Future
↗
October 17, 2023
Via
Benzinga
Fintech Company Fiserv Sees Double-Digit EPS Growth In FY24 & Medium Term, Reaffirms FY23 Outlook
↗
November 15, 2023
Fiserv Inc (NYSE: FI) disclosed preliminary guidance for FY24 and medium-term periods (2025 and 2026).
Via
Benzinga
Online Banking Market May See Big Move : Major Giants Fiserv, Discover Bank, Alliant Credit Union
↗
October 27, 2023
Stay up to date with Online Banking Market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Fiserv CEO Confident in Growth After Q3 Outperformance, Raises 2023 Guidance
↗
October 24, 2023
Fiserv, Inc (NYSE: FI) reported third-quarter revenue growth of 8% Y/Y to $4.87 billion, beating the
Via
Benzinga
Business Finance Services Market to See Booming Growth : Fiserv, AlixPartners, Wolters Kluwer, Bookkeeper360
October 20, 2023
Business Finance Services Comprehensive Study by Type (Online Service, Offline Service), Application (Accounting Services, Bookkeeping Services, Tax Services, Financial Consulting), Enterprise (Small...
Via
SBWire
Meet Tom Eck, Fiserv Senior VP Of Digital Transformation, At Benzinga's Fintech Deal Day
↗
October 17, 2023
Tom Eck boasts more than three decades of industry experience.
Via
Benzinga
Here's How Much $1000 Invested In Fiserv 10 Years Ago Would Be Worth Today
↗
October 13, 2023
Via
Benzinga
Wealth Management Platform Market May Set Massive Growth by 2030
October 13, 2023
Get an extensive Wealth Management Platform Market analysis of the dominant vendors, their latest products and services, and the competitive landscape of the industry.
Via
SBWire
Topics
Artificial Intelligence
Ecommerce Fraud Prevention Market Next Big Thing : Major Giants- CI Worldwide, Fiserv, CashShield
October 12, 2023
Stay up-to-date with Ecommerce Fraud Prevention Market research offered by AMA Research. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Topics
Credit Cards
Fraud
Three Strikes and You’re Out for SOFI Stock
↗
October 09, 2023
SoFi is a fintech in a world of high interest rates, a small bank in an era of large banks, and it's selling tech few are buying.
Via
InvestorPlace
Anti-Money Laundering Software Market Should Outperform Its Technology Peers: SAS Institute, Fiserv, Opentext
↗
October 06, 2023
The Global Anti-money Laundering Software Market offers energetic visions to conclude market size, opportunities, growth pattern, and competitive surroundings. The research is derived through primary...
Via
SBWire
Is Financial Technology in Real Estate Market Really a Strong Market to Invest In?
October 05, 2023
Financial Technology in Real Estate Market Challenges
Via
SBWire
Digital Lending Platform Market May See Potential Upside in Years to Come: Ellie Mae, Fiserv, Finastra
↗
September 20, 2023
The Global Digital Lending Platform Market offers energetic visions to conclude market size, opportunities, growth pattern, and competitive surroundings. The research is derived through primary and...
Via
SBWire
Loan Services Market Future Growth Prospects 2028 : TMF Group, Allianz, AXA, JP Morgan Chase
September 14, 2023
Loan Services Market Growth
Via
SBWire
Topics
Artificial Intelligence
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