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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
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Fidelity National Information Services
(NY:
FIS
)
42.60
-0.41 (-0.95%)
Official Closing Price
Updated: 7:00 PM EDT, May 13, 2026
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All News about Fidelity National Information Services
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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 (NYSE:FIS) Revenue Miss Weighs on Q1 Profit Beat; Shares Dip Pre-Market
↗
May 08, 2026
Via
Chartmill
Fidelity National Financial (NYSE:FNF) misses Q1 estimates, shares fall 2.5%
↗
May 06, 2026
Via
Chartmill
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
Rigetti (RGTI) Q1 2026 Earnings Call Transcript
↗
May 11, 2026
Rigetti (RGTI) Q1 2026 Earnings Call Transcript
Via
The Motley Fool
Topics
Earnings
These Analysts Slash Their Forecasts On Fidelity National Info After Q1 Results
↗
May 11, 2026
Fidelity National Info (FIS) reports strong Q1 earnings, beating analyst estimates. CEO cites market strength and positioning in modern banking. Stock falls 2.7%.
Via
Benzinga
eyeo Raises 40 Million to Fix the Flaw That Has Kept Every Camera 70% Blind
May 11, 2026
Eindhoven, Netherlands--(Newsfile Corp. - May 11, 2026) - eyeo today...
Via
Newsfile
My Top 3 Quantum Computing Stocks for May 2026
↗
May 10, 2026
Quantum computing is getting closer to reality.
Via
The Motley Fool
Topics
Artificial Intelligence
FIS Selected to Streamline Reconciliations for Australia's Largest Bank
May 10, 2026
From
Fidelity National Information Services
Via
Business Wire
The Fidelity Tech ETF Offers Lower Fees Broader Reach Than the iShares SOXX
↗
May 10, 2026
Compare how these two tech ETFs stack up on diversification, recent returns, and risk—plus which offers a broader slice of the technology sector.
Via
The Motley Fool
Topics
ETFs
Fidelity National Financial Q1 Earnings Call Highlights
↗
May 10, 2026
Fidelity National Financial (NYSE:FNF) reported higher first-quarter earnings as its title insurance business benefited from stronger commercial, refinance and agency activity despite a still-muted...
Via
MarketBeat
Topics
Earnings
Fidelity National Information Services Q1 Earnings Call Highlights
↗
May 10, 2026
Fidelity National Information Services (NYSE:FIS) reported a stronger-than-expected first quarter for 2026, with management pointing to broad financial outperformance, improving margins and...
Via
MarketBeat
Topics
Artificial Intelligence
Earnings
What Is the Fidelity High Dividend ETF, and Who Should Buy It?
↗
May 10, 2026
Not every dividend ETF is the right choice for an investor's goals.
Via
The Motley Fool
Topics
ETFs
Is IonQ Stock a Buy as Revenue Skyrockets?
↗
May 09, 2026
The company's revenue surged 755% in Q1.
Via
The Motley Fool
The Easiest Way to Get Bitcoin Exposure Without Buying It Directly
↗
May 08, 2026
More than a dozen different spot Bitcoin ETFs now offer easy 1-to-1 exposure to the price of the cryptocurrency.
Via
The Motley Fool
Topics
ETFs
Explore the top gainers and losers within the S&P500 index in today's session.
↗
May 08, 2026
Via
Chartmill
VGT vs FTEC: Which Tech ETF Is the Better Buy?
↗
May 08, 2026
These funds are nearly identical in portfolio composition, fees, and returns, but there can only be one winner in this battle of technology ETFs.
Via
The Motley Fool
Topics
ETFs
How Should Investors React When the Market Drops 5% or More?
↗
May 08, 2026
Investors often look for the exits when stock prices decline.
Via
The Motley Fool
Topics
ETFs
Which S&P500 stocks are moving on Friday?
↗
May 08, 2026
Via
Chartmill
What's going on in today's session: S&P500 gap up and gap down stocks
↗
May 08, 2026
Via
Chartmill
Fidelity National Stock: Is Wall Street Bullish or Bearish?
May 08, 2026
Although Fidelity National has underperformed the broader market over the past year, Wall Street analysts maintain a moderately optimistic outlook about the stock’s prospects.
Via
Barchart.com
Topics
ETFs
Which Is the Better Tech ETF, Fidelity's FTEC or State Street's XLK?
↗
May 08, 2026
One ETF offers nearly four times the number of tech holdings, while the other leads in five-year growth and resilience. Compare their structures and performance.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
FIS Reports First Quarter 2026 Results and Reiterates Full-Year Outlook
May 08, 2026
From
Fidelity National Information Services
Via
Business Wire
FNF Q1 Deep Dive: AI Adoption and Commercial Growth Offset Residential Market Weakness
May 07, 2026
Title insurance company Fidelity National Financial (NYSE:FNF) fell short of the market’s revenue expectations in Q1 CY2026, but sales rose 18.2% year on yea...
Via
StockStory
Topics
Artificial Intelligence
Fidelity National Financial (NYSE:FNF) Misses Q1 CY2026 Sales Expectations
May 06, 2026
Title insurance company Fidelity National Financial (NYSE:FNF) fell short of the market’s revenue expectations in Q1 CY2026, but sales rose 18.2% year on yea...
Via
StockStory
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