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What We Buy Currently
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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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Read FULL Seminar Here
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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
)
67.19
+0.82 (+1.24%)
Streaming Delayed Price
Updated: 3:46 PM EST, Jan 6, 2026
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FIS Achieves Exclusive Category Leader Recognition Across All Quadrants in Chartis Credit Risk Management Report
November 06, 2025
From
Fidelity National Information Services
Via
Business Wire
Do Wall Street Analysts Like Fidelity National Information Services Stock?
November 06, 2025
Fidelity National Information Services has lagged the broader market over the past year, but analysts continue to hold a neutral view on its outlook.
Via
Barchart.com
Topics
ETFs
IonQ (IONQ) Q3 2025 Earnings Call Transcript
↗
November 05, 2025
IonQ (IONQ) Q3 2025 Earnings Call Transcript
Via
The Motley Fool
Topics
Earnings
Initial Public Offering
Intellectual Property
Earnings Scheduled For November 5, 2025
↗
November 05, 2025
Via
Benzinga
Fidelity’s Jurrien Timmer Says It’s Still ‘Early Days’ For AI Bubble Talks
↗
November 04, 2025
Via
Stocktwits
Topics
Artificial Intelligence
How to Train an AI to Mimic Your Writing Style: The End of the Generic Voice
November 04, 2025
The widespread adoption of Large Language Models (LLMs) has ushered in an age of unprecedented content generation speed. However, this convenience has created an equally pressing problem: the rise of...
Via
Worldnewswire
Topics
Artificial Intelligence
Fidelity National Information (FIS) Q3 2025 Earnings Call Transcript
↗
November 05, 2025
Fidelity National Information (FIS) Q3 2025 Earnings Call Transcript
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
LSEG Forges Ahead with Automated Compliance for Digital Assets, Paving Way for Institutional Influx
November 05, 2025
The London Stock Exchange Group (LSEG) is making significant strides in the digital asset landscape, spearheading initiatives to integrate automated compliance into the core of its digital market...
Via
MarketMinute
Topics
Bonds
Derivatives
Economy
FIDELITY NATIONAL INFO SERV (NYSE:FIS) Q3 2025 Earnings Beat Estimates and Lift Outlook
↗
November 05, 2025
FIS Q3 2025 earnings beat estimates with strong revenue and profit growth, leading the company to raise its full-year outlook.
Via
Chartmill
Topics
Earnings
Stocks Rebound, Eli Lilly Jumps To 14-Month Highs: What's Moving Markets Wednesday?
↗
November 05, 2025
Wall Street bounced back Wednesday after Tuesday's sharp selloff in AI-driven stocks, as investors bought the dip amid solid corporate earnings and growing signs that the Federal Reserve may be nearing...
Via
Benzinga
Topics
Economy
FIS Reports Strong Third Quarter 2025 Results and Raises Full-Year Outlook
November 05, 2025
From
Fidelity National Information Services
Via
Business Wire
Fidelity National Financial (FNF) Reports Earnings Tomorrow: What To Expect
November 04, 2025
Title insurance company Fidelity National Financial (NYSE:FNF) will be reporting earnings this Thursday after market hours. Here’s what to look for.
Via
StockStory
Topics
Artificial Intelligence
World Trade
Insights Ahead: Fidelity National Info's Quarterly Earnings
↗
November 04, 2025
Via
Benzinga
Bitcoin’s Six-Figure Showdown: The Battle for the $100K Psychological Level
November 04, 2025
November 4, 2025 – The cryptocurrency market is currently gripped by intense volatility as Bitcoin (BTC) engages in a pivotal struggle around the psychologically crucial $100,000 price level. Following...
Via
BreakingCrypto
Topics
ETFs
Economy
Federal Reserve Data Reveals Median Income for 35-44-Year-Olds at $86,473: A Critical Economic Barometer
November 04, 2025
The Federal Reserve's latest data, stemming from the 2022 Survey of Consumer Finances (SCF), indicates that the median household income for the 35-44 age demographic stands at a robust $86,473. This...
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Economy
Bitcoin’s October Plunge Rocks Crypto Markets: A Deep Dive into Stock Performance
November 04, 2025
November 4, 2025 – The cryptocurrency market is still reeling from a tumultuous October, culminating in a dramatic flash crash around October 10, 2025, that saw Bitcoin (BTC) plummet by over $20,000 in...
Via
BreakingCrypto
Topics
Artificial Intelligence
ETFs
Economy
Bitcoin’s American Ascent: States Leading the Charge in Digital Gold Adoption
November 04, 2025
November 4, 2025 – The United States is witnessing an unprecedented surge in Bitcoin adoption, solidifying its position as a global leader in the cryptocurrency landscape. As of late 2025, a confluence...
Via
BreakingCrypto
Topics
ETFs
Economy
Government
Do You Really Need 10X Your Salary Saved by Retirement, or Is That Just a Myth?
↗
November 04, 2025
There's nothing wrong aiming high, but it's also not a savings target you necessarily need to fixate on.
Via
The Motley Fool
Topics
Retirement
Pixazo Announces Beta Launch of Unlimited Image Generation Using PixelForge in Its Pro Plan
November 03, 2025
Via
AB Newswire
Topics
Artificial Intelligence
U.S. Inflation Cools, Unleashing Institutional Crypto Frenzy and Bolstering Rate Cut Hopes
November 03, 2025
The latest U.S. Consumer Price Index (CPI) report has sent a wave of relief and optimism across global financial markets, with a "cooler" inflation reading significantly easing long-standing fears and...
Via
MarketMinute
Topics
ETFs
Economy
Energy
The Consumer Staples Select Staples Fund (XLP) Offers Higher Yield While Fidelity MSCI Consumer Staples Index ETF (FSTA) Holds More Stocks
↗
November 03, 2025
The Consumer Staples Select Staples Fund (XLP) Offers Higher Yield While Fidelity MSCI Consumer Staples Index ETF (FSTA) Holds More Stocks
Via
The Motley Fool
Topics
ETFs
CZ’s Legal Saga and Binance’s Regulatory Odyssey: A New Era for Crypto Compliance
November 03, 2025
The cryptocurrency world has been rocked by the protracted legal and regulatory challenges faced by Changpeng Zhao (CZ), the charismatic founder and former CEO of Binance, and the exchange he built...
Via
BreakingCrypto
Topics
Bonds
ETFs
Economy
Dragomagte Founder Atharva Jaiswal Explains the Power of Prompt Engineering in Modern AI Systems
November 03, 2025
Via
AB Newswire
Topics
Artificial Intelligence
Hollywood’s AI Revolution: A Rare Look at the Future of Filmmaking
November 03, 2025
Hollywood, the global epicenter of entertainment, is undergoing a profound transformation as artificial intelligence rapidly integrates into its production processes. A recent 'rare look' reported by...
Via
TokenRing AI
Topics
Artificial Intelligence
Intellectual Property
Did Alphabet Just Say Checkmate to the Quantum Computing Industry?
↗
November 03, 2025
Alphabet has run one of the first real-world use cases for its quantum computing system.
Via
The Motley Fool
A Deep Dive into the Top 6 AI Music Generators Shaping the Future of Sound
November 03, 2025
Via
GlobePRwire
Topics
Artificial Intelligence
T. Rowe Price Bolsters Investor Confidence with Consistent Dividend Growth Amidst Evolving Market Landscape
October 31, 2025
Baltimore, MD – October 31, 2025 – T. Rowe Price Group, Inc. (NASDAQ: TROW), a global investment management organization, has once again underscored its robust financial health and unwavering...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Retirement
What Elevation Capital’s ONEQ Exit Reveals About the Next Phase of Nasdaq’s Rally
↗
October 31, 2025
What Elevation Capital’s ONEQ Exit Reveals About the Next Phase of Nasdaq’s Rally
Via
The Motley Fool
Topics
ETFs
Stocks
Launch of LONGER ePrint: The Most Powerful AI UV Printer
October 31, 2025
Via
AB Newswire
Topics
Artificial Intelligence
Daedalia Captivates Industry Leaders at a16z Speedrun Demo Day with “SoulLink,” a Groundbreaking AI Interaction Platform
October 31, 2025
Via
Get News
Topics
Artificial Intelligence
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