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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
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Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
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Fixed Income Portfolio (FIP)
FIP 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 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
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TAV Program
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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
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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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Investing During Uncertain Times
Read FULL Seminar Here
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Fiserv, Inc. Common Stock
(NY:
FI
)
63.80
UNCHANGED
Last Price
Updated: 7:00 PM EST, Nov 10, 2025
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Wall Street Cools Down: Investors Pivot to Profit-Taking After S&P 500’s Record-Breaking Surge
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The Silent Week: Technicals Take the Wheel as Macro Data Fades into the 2025 Close
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The 2025 Santa Claus Rally: Records Shatter as Wall Street Defies Shutdown Shadows
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S&P 500 Scales New Heights: Record-Breaking 2025 Sets the Stage for a High-Stakes 2026
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The Great Divide: Why Traditional Cyclicals Are Faltering in the Age of AI
December 23, 2025
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The January Snap-Back: Evercore’s Quantitative Screen Identifies Top Tax-Loss Recovery Plays for 2026
December 22, 2025
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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,...
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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...
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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...
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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
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
FISERV CLASS ACTION REMINDER: Bragar Eagel & Squire, P.C. Reminds Fiserv, Inc. Investors to Contact the Firm Regarding Their Rights
December 08, 2025
From
Bragar Eagel & Squire
Via
GlobeNewswire
FI ALERT: Kirby McInerney LLP Announces the Filing of a Securities Class Action on Behalf of Fiserv, Inc. Investors
December 05, 2025
From
Kirby McInerney LLP
Via
Business Wire
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
Bragar Eagel & Squire, P.C. Urges Stockholders of Synopsys, CarMax, and Fiserv to Contact the Firm Regarding Their Rights
December 01, 2025
From
Bragar Eagel & Squire
Via
GlobeNewswire
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
Plot Twist: Credit Card Giants Are Emerging As Crypto Disruptors
↗
November 24, 2025
Once upon a time, cryptocurrencies were supposed to destroy traditional payment processors? Plot twist: the credit card giants are now becoming crypto companies themselves.
Via
The Motley Fool
Topics
Credit Cards
Billionaire David Tepper Dumped Appaloosa's Stake in Oracle and Is Piling Into a Sector That Wall Street Thinks Will Outperform
↗
November 23, 2025
David Tepper has been one of the most successful investors over the past three decades.
Via
The Motley Fool
Topics
Artificial Intelligence
KeyCorp Trims i3 Verticals Price Target Amidst Sobering FY2026 Growth Outlook
November 20, 2025
KeyCorp's investment banking arm, KeyBanc, has recently recalibrated its outlook for i3 Verticals (NASDAQ: IIIV) stock, lowering its price target from $35.00 to $32.00. This adjustment comes despite i3...
Via
MarketMinute
Bragar Eagel & Squire, P.C. Urges Stockholders of DexCom, Synopsys, CarMax, and Fiserv to Contact the Firm Regarding Their Rights
November 19, 2025
From
Bragar Eagel & Squire
Via
GlobeNewswire
FISERV, INC. (NYSE: FI) SHAREHOLDER ALERT Bernstein Liebhard LLP Reminds Fiserv, Inc. Investors of Upcoming Deadline
November 17, 2025
From
Bernstein Liebhard LLP
Via
GlobeNewswire
2 Reasons to Avoid FI and 1 Stock to Buy Instead
November 16, 2025
Fiserv has gotten torched over the last six months - since May 2025, its stock price has dropped 62.3% to $63.69 per share. This was partly driven by its softer quarterly results and may have investors...
Via
StockStory
FI Stockholders with Large Losses Should Contact Robbins LLP for Information About Leading the Fiserv, Inc. Class Action Lawsuit
November 14, 2025
From
Robbins LLP
Via
GlobeNewswire
Fiserv Has NEVER Done This Before—Is It a Screaming Buy?
↗
November 14, 2025
Via
MarketBeat
SHAREHOLDER ALERT Bernstein Liebhard LLP Announces A Securities Fraud Class Action Lawsuit Has Been Filed Against Fiserv, Inc. (NYSE: FI)
November 14, 2025
From
Bernstein Liebhard LLP
Via
GlobeNewswire
Hagens Berman Announces Investigation into Fiserv, Inc. (FI), Company Facing Lawmakers’ Scrutiny After Admission to Objectively Difficult-to-Achieve Guidance Assumptions, “‘Abysmal’” Q3 2025 Results
November 13, 2025
From
Hagens Berman
Via
Business Wire
Bragar Eagel & Squire, P.C. Urges Fortinet, Fluor, and Fiserv Investors to Contact the Firm Regarding their Rights
November 12, 2025
From
Bragar Eagel & Squire
Via
GlobeNewswire
3 Low-Volatility Stocks We Steer Clear Of
November 11, 2025
A stock with low volatility can be reassuring, but it doesn’t always mean strong long-term performance. Investors who prioritize stability may miss out on higher-reward opportunities elsewhere.
Via
StockStory
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