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home
about us
Investment Approach
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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
)
67.50
-0.45 (-0.66%)
Streaming Delayed Price
Updated: 4:00 PM EST, Dec 26, 2025
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The Ghost of Markets Past and Present: Why the Final Week of 2025 is Redefining the 'Santa Claus Rally'
December 26, 2025
As the calendar turns to the final week of 2025, Wall Street is witnessing a classic convergence of seasonal optimism and technical maneuvering. Following a year defined by the relentless expansion of...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
The 2025 Santa Claus Rally: Records Shatter as Wall Street Defies Shutdown Shadows
December 26, 2025
The final trading sessions of 2025 are witnessing a historic "Santa Claus Rally" that has propelled major averages to unprecedented heights. On December 24, the S&P 500 (^GSPC) closed at a record...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Electric Vehicles
S&P 500 Scales New Heights: Record-Breaking 2025 Sets the Stage for a High-Stakes 2026
December 26, 2025
The S&P 500 index has concluded 2025 on a historic high, defying early-year skepticism and navigating significant geopolitical shifts to reach unprecedented levels. As of the final full week of trading...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
The Great Divide: Why Traditional Cyclicals Are Faltering in the Age of AI
December 23, 2025
As 2025 draws to a close, the divergence between the "new economy" and the "old economy" has reached a historic fever pitch. While the S&P 500 has surged to record highs, fueled by an insatiable...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
ETFs
The January Snap-Back: Evercore’s Quantitative Screen Identifies Top Tax-Loss Recovery Plays for 2026
December 22, 2025
As the 2025 calendar year draws to a close, the final weeks of December are witnessing a familiar ritual on Wall Street: tax-loss harvesting. Investors are aggressively shedding their biggest losers to...
Via
MarketMinute
Topics
Economy
Fiserv Partners With Mastercard, Visa To Accelerate Agentic Commerce
↗
December 22, 2025
Fiserv, Inc. stock rose after announcing partnerships with Mastercard (NYSE: MA) and Visa (NYSE: V) to advance agentic commerce.
Via
Benzinga
The 'December Shuffle': Santa Rally Dynamics and the Art of Window Dressing in 2025's Final Trading Days
December 22, 2025
As the sun sets on a tumultuous 2025, the financial markets are entering the final full trading week of the year with a mix of festive optimism and calculated institutional maneuvering. On this Monday,...
Via
MarketMinute
Topics
Artificial Intelligence
Derivatives
Economy
What’s Behind Mizuho’s Slew Of Price Target Cuts On Fintech Stocks?
↗
December 22, 2025
Mizuho analysts cited the latest macroeconomic data and management commentary as reasons behind the price target cuts.
Via
Stocktwits
Topics
Earnings
Economy
The December Shuffle: How Tax-Loss Harvesting is Rattling the 2025 Market Finish
December 22, 2025
As the calendar turns to the final days of 2025, a stark divergence has emerged in the financial markets. While the S&P 500 has maintained a robust year-to-date gain of nearly 18%, the surface-level...
Via
MarketMinute
Topics
ETFs
Economy
Stocks
Fiserv and Mastercard Partner to Advance Trusted Agentic Commerce For Merchants
December 22, 2025
From
Fiserv, Inc.
Via
Business Wire
Fiserv Collaborates with Visa to Accelerate Agentic Commerce
December 22, 2025
From
Fiserv, Inc.
Via
Business Wire
SHAREHOLDER ALERT Bernstein Liebhard LLP Announces A Securities Fraud Class Action Lawsuit Has Been Filed Against Fiserv, Inc. (NASDAQ: FISV)
December 22, 2025
From
Bernstein Liebhard LLP
Via
GlobeNewswire
The December Shuffle: How ‘Window Dressing’ and Tax-Loss Harvesting are Reshaping Portfolios for 2026
December 19, 2025
The final weeks of 2025 have been a masterclass in institutional maneuverability. The timeline leading to this moment began in early December, following the Federal Reserve’s third consecutive rate cut...
Via
MarketMinute
Topics
Artificial Intelligence
Derivatives
Economy
SHAREHOLDER ALERT: Berger Montague Reminds Fiserv, Inc. (NASDAQ: FISV) (NYSE: FI) Investors of Class Action Lawsuit Deadline
December 18, 2025
From
Berger Montague
Via
GlobeNewswire
Fiserv Completes StoneCastle Acquisition, Extending Insured Deposit, Liquidity and Digital Asset Solutions to Financial Institutions and Introducing Deposit Liquidity Options for Merchants
December 17, 2025
From
Fiserv, Inc.
Via
Business Wire
SHAREHOLDER ALERT Bernstein Liebhard LLP Announces A Securities Fraud Class Action Lawsuit Has Been Filed Against Fiserv, Inc. (NASDAQ: FISV)
December 17, 2025
From
Bernstein Liebhard LLP
Via
GlobeNewswire
Is Fiserv Stock Underperforming the Nasdaq?
December 16, 2025
As Fiserv has lagged behind the broader Nasdaq Composite over the past year, Wall Street analysts remain cautious about the stock’s prospects.
Via
Barchart.com
Topics
Fraud
Stocks
FISERV CLASS ACTION ALERT: Bragar Eagel & Squire, P.C. Urges Fiserv, Inc. Investors to Contact the Firm Regarding Their Rights Before January 5th
December 15, 2025
From
Bragar Eagel & Squire
Via
GlobeNewswire
FISERV, INC. (NASDAQ: FISV) DEADLINE ALERT Bernstein Liebhard LLP Reminds Fiserv, Inc. Investors of Upcoming Deadline
December 15, 2025
From
Bernstein Liebhard LLP
Via
GlobeNewswire
Should You Buy The S&P 500's Worst-Performing Stock in 2025?
↗
December 13, 2025
The Trade Desk has had a terrible 2025. Will it rebound in 2026?
Via
The Motley Fool
Topics
Stocks
2026 Comeback Picks: 3 S&P Laggards Poised to Break Out
↗
December 11, 2025
Via
MarketBeat
Topics
Stocks
NASDAQ: FISV, NYSE: FI INVESTOR ALERT: Berger Montague Advises Fiserv, Inc. (NASDAQ: FISV) (NYSE: FI) Investors of a January 5, 2026 Deadline
December 09, 2025
From
Berger Montague
Via
GlobeNewswire
FI Stockholders with Large Losses Should Reach Out to Robbins LLP to Learn About the Class Action Against Fiserv, Inc.
December 08, 2025
From
Robbins LLP
Via
GlobeNewswire
FISERV, INC. (NASDAQ: FISV) SHAREHOLDER ALERT Bernstein Liebhard LLP Reminds Fiserv, Inc. Investors of Upcoming Deadline
December 08, 2025
From
Bernstein Liebhard LLP
Via
GlobeNewswire
Is Fidelity National Information Services Stock Underperforming the Dow?
December 08, 2025
While Fidelity National Information Services has lagged the Dow Jones Industrial Average in recent performance, Wall Street analysts maintain a moderately optimistic outlook for the stock’s future...
Via
Barchart.com
Topics
Stocks
Fiserv's 8% Rebound: Value Trap Or Year-End Bargain? Traders Bet On Reversal At 7x Earnings
↗
December 08, 2025
Fiserv jumps 8% as traders eye a reversal. Is the stock a value trap or a bargain at 7x earnings? Analyze the key technicals and ratios.
Via
Benzinga
Small Businesses Slash 120,000 Jobs, Signaling Deepening Economic Woes and Heightened Fed Rate Cut Expectations
December 03, 2025
The U.S. labor market delivered an unexpected jolt to the economy last month, as small businesses, the traditional engine of job creation, shed a staggering 120,000 positions in November 2025. This...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Supply Chain
SHAREHOLDER ALERT Bernstein Liebhard LLP Announces A Securities Fraud Class Action Lawsuit Has Been Filed Against Fiserv, Inc. (NASDAQ: FISV)
December 03, 2025
From
Bernstein Liebhard LLP
Via
GlobeNewswire
Strong Black Friday Sales Highlight an Otherwise Flat November, According to Fiserv Small Business Index
December 03, 2025
From
Fiserv, Inc.
Via
Business Wire
Toast (NYSE: TOST) Navigates Market with Steady Analyst Confidence and Robust Growth Prospects
December 01, 2025
Boston, MA – December 1, 2025 – Despite recent market fluctuations, financial analysts are largely maintaining a steady price target near $47.35 per share for Toast (NYSE: TOST), the leading...
Via
MarketMinute
Topics
Artificial Intelligence
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