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Analyzing the Credit Quality of General Obligation Bonds
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What We Buy Currently
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Yield Difference
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TSL’s Turnkey Operation Platform
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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
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TAF sm Program
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EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
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Investing During Uncertain Times
Read FULL Seminar Here
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MARKET RESEARCH
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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
Contrarian Notes Blog
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Fidelity National Information Services
(NY:
FIS
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Updated: 7:00 PM EDT, Aug 12, 2026
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Goodbye Veo Era, Hello Omni Flash: Bringing Reasoning Into Video Generation
May 23, 2026
Via
GlobePRwire
Is the Market Losing Steam as May Winds Down?
↗
May 22, 2026
Should you follow the old Wall Street saying, "Sell in May and go away"?
Via
The Motley Fool
Topics
ETFs
Economy
Elon Musk Wants Small Investors to Buy the SpaceX IPO. Here’s Why You Shouldn’t.
May 22, 2026
SpaceX’s historic IPO is drawing huge retail interest, but history shows mega IPOs often stumble after launch-day excitement fades. Valuation and hype may outweigh opportunity for now.
Via
Barchart.com
Topics
Artificial Intelligence
Initial Public Offering
Vanguard vs. Fidelity Dividend ETFs: Are a Higher Yield and Recent Returns Worth Higher Fees?
↗
May 22, 2026
Expense ratios, yield, and portfolio strategies reveal key differences in these dividend ETFs. See how cost and income priorities shape each fund's profile.
Via
The Motley Fool
Topics
ETFs
If You Invested $1000 In Fidelity MSCI Energy Index ETF Stock 5 Years Ago, You Would Have This Much Today
↗
May 21, 2026
Via
Benzinga
Topics
ETFs
FIS and InvestCloud Partner to Deliver AI-Powered Wealth Management Tools to Financial Institutions
May 21, 2026
From
Fidelity National Information Services
Via
Business Wire
Which Dividend ETF Is Better: Vanguard's Larger Portfolio or Fidelity's Higher Growth?
↗
May 20, 2026
Expense ratios, sector allocations, and risk profiles set these two high-dividend ETFs apart for income-focused investors.
Via
The Motley Fool
Topics
ETFs
BankSouth Selects FIS® Core Banking Platform to Modernize Operations and Unlock AI Readiness
May 20, 2026
From
Fidelity National Information Services
Via
Business Wire
Learning Tree Academy Announces Open Positions at Succasunna Location
May 19, 2026
SUCCASUNNA, NJ - May 19, 2026 - PRESSADVANTAGE - Learning Tree Academy has announced open positions at its Succasunna location. The family-owned center is seeking qualified candidates to join its...
Via
Press Advantage
Prediction: Rigetti Computing Stock Will Be Worth This Much in 1 Year
↗
May 19, 2026
Quantum computers might be further away from commercialization than initially thought.
Via
The Motley Fool
Topics
Economy
Which Is the Better Government Bond ETF, iShares' MUB or Fidelity's FIGB?
↗
May 19, 2026
Expense ratios, tax treatment, and risk profiles set these two bond ETFs apart. See how their distinct approaches may influence fixed-income strategies.
Via
The Motley Fool
Topics
Bonds
ETFs
Uncharted Dynamics Closes Seed Round Led by K2VC to Build Physics Ground Truth Infrastructure for Embodied AI
May 19, 2026
Via
GlobePRwire
Topics
Artificial Intelligence
FIS Launches Enterprise Risk Suite on AWS to Provide Continuous Cloud-Native Delivery
May 19, 2026
From
Fidelity National Information Services
Via
Business Wire
Best Crypto ETFs to Buy in 2026
↗
May 18, 2026
Institutional investors are stepping into crypto in a big way. Ordinary investors can follow along with the iShares Bitcoin Trust ETF and other exchange-traded funds.
Via
The Motley Fool
Topics
ETFs
Here's How Much You Would Have Made Owning Fidelity MSCI Information Technology Index ETF Stock In The Last 20 Years
↗
May 18, 2026
Via
Benzinga
Topics
ETFs
Which Is the Better Bond ETF, Vanguard's VCIT or Fidelity's FIGB?
↗
May 18, 2026
A closer look at how each fund’s risk profile, sector exposure, and income potential set them apart for investors focused on investment-grade bonds.
Via
The Motley Fool
Topics
Bonds
ETFs
The Quantum Computing IPO Wall Street Hasn't Figured Out Yet -- but Should in 2026
↗
May 18, 2026
Quantinuum filed its S-1 with the Securities and Exchange Commission (SEC) earlier this month.
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
Meet the Quantum Computing Stock That Could Crush IonQ in 2026
↗
May 16, 2026
Infleqtion uses similar technology to IonQ. Could it really outperform?
Via
The Motley Fool
FDVV vs. HDV: Which Dividend Stock ETF is a Better Buy?
↗
May 16, 2026
Tech stocks in a dividend ETF might sound tempting -- but think carefully about your strategy and risk tolerance.
Via
The Motley Fool
Topics
ETFs
This Quantum Computing Company Has Every Big Tech Firm Quietly Paying Attention
↗
May 16, 2026
IonQ is a quantum computer leader.
Via
The Motley Fool
Topics
Artificial Intelligence
$100 Invested In Fidelity Nasdaq Composite Index ETF 20 Years Ago Would Be Worth This Much Today
↗
May 15, 2026
Via
Benzinga
Topics
ETFs
Stocks
FlipHTML5 Expands Free Magazine Templates to Serve Diverse Industries
May 15, 2026
FlipHTML5 has expanded its free magazine templates with industry-specific layouts for fashion, finance, education, and more, helping publishers create professional digital magazines.
Via
PRUnderground
Topics
Artificial Intelligence
Is It Time to Consider Rigetti Computing as Revenue Soars?
↗
May 14, 2026
Rigetti shares tumbled despite its solid revenue growth.
Via
The Motley Fool
Roundhill AI ETF Outperforms Fidelity Tech ETF in 1 Year, but What About the Long Term?
↗
May 13, 2026
Compare cost, risk, and portfolio strategy as these two tech ETFs take different paths -- one favoring concentrated AI growth, the other broad sector stability.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
The Top 5 Analyst Questions From Fidelity National Financial’s Q1 Earnings Call
May 13, 2026
Fidelity National Financial’s first quarter results were met with a negative market reaction as both revenue and non-GAAP earnings per share came in below Wa...
Via
StockStory
Topics
Artificial Intelligence
Earnings
FDVV vs. NOBL: Which Dividend Stock ETF Is a Better Buy?
↗
May 12, 2026
A longer track record of dividends doesn't always equate to the best returns.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
FIS to Present at Upcoming Conference
May 12, 2026
From
Fidelity National Information Services
Via
Business Wire
Here's How 1 Central Bank Is Using Bitcoin
↗
May 12, 2026
The Czech National Bank is embarking on an ambitious experiment.
Via
The Motley Fool
Topics
Bonds
Economy
FIS® Supply Chain Finance Platform Powers Landmark $2.55 Billion Glencore Oil and Gas Trade Receivables Securitization
May 12, 2026
From
Fidelity National Information Services
Via
Business Wire
Rigetti Computing Q1 Earnings Call Highlights
↗
May 11, 2026
Rigetti Computing (NASDAQ:RGTI) reported higher first-quarter 2026 revenue and highlighted the launch of its 108-qubit Cepheus-1-108Q system as management emphasized customer adoption, ongoing fidelity...
Via
MarketBeat
Topics
Earnings
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