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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
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
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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
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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
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Fiserv
(NQ:
FISV
)
54.88
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EDT, May 12, 2026
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Is Wall Street Bullish or Bearish on Fiserv Stock?
May 12, 2026
Fiserv has significantly underperformed the broader market over the past year, and analysts are cautious about the stock’s prospects.
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Fiserv Expands Clover’s Restaurant Portfolio with New Fine Dining Solution, Clover Reserve Powered by Tabit
May 12, 2026
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Fiserv Inc (NASDAQ:FISV) Faces Revenue Miss and Transformation Costs in Mixed Q1 Results
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May 05, 2026
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5 Must-Read Analyst Questions From Fiserv’s Q1 Earnings Call
May 12, 2026
Fiserv’s first quarter results were met with a significant negative market reaction, as investors focused on operational challenges despite revenue and non-G...
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Fiserv Expands Global Manufacturing Footprint with New Clover Facility in Brazil
May 07, 2026
New Betim facility expands regional production, supports Clover’s growth strategy, and strengthens supply-chain
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These Analysts Slash Their Forecasts On Fiserv After Q1 Results
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Fiserv Inc. (NASDAQ:FISV) reported mixed Q1 results, with earnings beating expectations but revenue falling. Analysts lowered price targets.
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Why Fiserv Stock Is Sinking Today
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A significant Q1 earnings beat hasn't been enough to power gains for Fiserv.
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Fiserv FISV Q1 2026 Earnings Call Transcript
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Fiserv FISV Q1 2026 Earnings Call Transcript
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Fiserv Earnings Beat Masks Deeper Trouble — Revenue Slips, Margins Slide
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May 05, 2026
Fiserv Q1 Results: EPS of $1.79 beats targets, but sales miss and margins contract. Is the "One Fiserv" plan enough to pivot? Find out here.
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Fiserv (NASDAQ:FISV) Reports Strong Q1 CY2026 But Stock Drops
May 05, 2026
Financial technology provider Fiserv (NASDAQ:FISV) reported Q1 CY2026 results topping the market’s revenue expectations, with sales up 5% year on year to $5....
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Fiserv Reports First Quarter 2026 Results
May 05, 2026
From
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Higher Prices Sustained Small Business Sales Growth in April, Fiserv Data Shows
May 04, 2026
Fiserv Small Business Index remands steady at 144; year-over-year sales grew +1.1%
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Fiserv (FISV) Q1 Earnings: What To Expect
May 03, 2026
Financial technology provider Fiserv (NASDAQ:FISV) will be reporting results this Tuesday before the bell. Here’s what you need to know. Fiserv met analysts’...
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Yakima Federal Helps Small Businesses Manage Cash Flow More Efficiently
April 30, 2026
First Experience Digital deployment of CashFlow Central brings modern, unified AP and AR into one digital experience
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Fiserv (FISV) Q4 2025 Earnings Call Transcript
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April 21, 2026
Fiserv (FISV) Q4 2025 Earnings Call Transcript
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PayPal Stock Is Down More Than 80% Over the Past 5 Years. Michael Burry Is Buying the Dip.
April 21, 2026
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Fiserv to Present at Upcoming Investor Conferences
April 20, 2026
From
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Fiserv to Release First Quarter Earnings Results on May 5, 2026 and Confirms Details for May 14, 2026 Investor Day
April 20, 2026
From
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