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home
about us
Investment Approach
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Firm ADV PDFs
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Back Dated Performance Reports
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Event Schedule
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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
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Articles published by American Express
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American Express Launches New AI Training and Scholarship Programs for Small Businesses
May 06, 2026
From
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Via
Business Wire
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AXP
U.S. Consumer American Express® Gold Card Introduces New and Enhanced Benefits as Part of 60th Anniversary Celebration
April 30, 2026
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Via
Business Wire
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American Express Debuts New Membership Experiences at the 2026 NFL Draft
April 22, 2026
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Business Wire
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American Express to Acquire Hyper, Adding to Its AI Expertise and Expense Management Capabilities
April 16, 2026
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Business Wire
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American Express Debuts Agentic Commerce Experiences (ACE)™ Developer Kit and Announces Industry-First Protection for Registered Agent Purchases
April 14, 2026
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Via
Business Wire
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AXP
American Express, Resy and Chef’s Table Announce Expansive Partnership to Transform Culinary Storytelling Into Real-World Dining Experiences
April 02, 2026
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Via
Business Wire
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American Express Named the Official Payments Partner of the National Football League
March 30, 2026
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Business Wire
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American Express and STAUD Launch Limited-Edition Collection to Celebrate 60 Years of the Gold Card
March 26, 2026
From
American Express
Via
Business Wire
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AXP
American Express Launches New Graphite™ Business Cash Unlimited Card, Kicking Off the Most Significant Year for Commercial Product Expansion in Company History
March 25, 2026
From
American Express
Via
Business Wire
Tickers
AXP
American Express Unveils New Graphite™ Business Cash Unlimited Card, Rewarding Business Owners with Unlimited 2% Cash Back
March 25, 2026
From
American Express
Via
Business Wire
Tickers
AXP
American Express Expands Global Sports and Entertainment Footprint with New Stadium and NFL Team Partnerships
March 04, 2026
From
American Express
Via
Business Wire
Tickers
AXP
American Express to Build New State-of-the-Art Global Headquarters at 2 World Trade Center, Deepening Commitment to Lower Manhattan
February 25, 2026
From
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Via
Business Wire
Tickers
AXP
NBA and American Express Announce Multiyear Partnership Extension
February 10, 2026
From
American Express
Via
Business Wire
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AXP
American Express Introduces New, Immersive Experiences in Las Vegas for the Formula 1 Heineken Las Vegas Grand Prix and Beyond
November 06, 2025
From
American Express
Via
Business Wire
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AXP
American Express and Emburse Announce Expanded Partnership and New Ways to Automate Expense Management for Emburse Enterprise Customers
November 06, 2025
From
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Via
Business Wire
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AXP
American Express Unveils Amex Ads to Connect U.S. Card Members to Premium Brands
October 06, 2025
From
American Express
Via
Business Wire
Tickers
AXP
There’s Nothing Like Platinum™: American Express Unveils Updated U.S. Consumer and Business Platinum Cards, Each with Over $3,500 in Annual Value
September 18, 2025
From
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Via
Business Wire
Tickers
AXP
American Express is Accepted at 160 Million Merchants Around the World; Since 2017, Amex-Accepting Locations Have Increased by Nearly 5x
September 09, 2025
From
American Express
Via
Business Wire
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AXP
American Express Adds to its Expansive Global Sports and Entertainment Portfolio with New Partnerships with Hard Rock Stadium, the Formula 1® Crypto.com Miami Grand Prix and the Miami Dolphins
August 20, 2025
From
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Via
Business Wire
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AXP
American Express Provides Card Members and Tennis Fans with a Premium Experience at the 2025 US Open Tennis Championships
August 18, 2025
From
American Express
Via
Business Wire
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AXP
American Express Increases Value Available to Business Platinum Card Members to More Than $2,000 – More to Come Later This Year
July 16, 2025
From
American Express
Via
Business Wire
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AXP
American Express Announces Major Updates Coming to U.S. Consumer and Business Platinum Cards® Later This Year
June 16, 2025
From
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Via
Business Wire
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AXP
American Express Ranks No. 1 in the J.D. Power U.S. Credit Card Mobile App and Online Satisfaction Studies
May 29, 2025
From
American Express
Via
Business Wire
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American Express to Acquire Expense Management Software Company Center
March 06, 2025
From
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Via
Business Wire
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AXP
American Express and Formula 1® Announce New Multi-Year Global Sponsorship
October 23, 2024
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Via
Business Wire
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American Express and Boost Payment Solutions Bring Optimized Virtual Card Payments to Suppliers
October 01, 2024
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Via
Business Wire
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AXP
American Express® Updates U.S. Consumer Gold Card with New Benefits and Limited-Edition White Gold Card Design
July 25, 2024
From
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Via
Business Wire
Tickers
AXP
To Enhance Dining Platform, American Express Enters Agreement to Acquire Tock from Squarespace; Also Agrees to Acquire Rooam
June 21, 2024
From
American Express
Via
Business Wire
Tickers
AXP
American Express and Delta Air Lines® Bring Back Popular Airplane Metal Card Design
April 25, 2024
From
American Express
Via
Business Wire
Tickers
AXP
DAL
Hilton and American Express Introduce Enhanced Hilton Honors American Express Business Card with Rewards and Benefits to Help Business Owners Elevate Their Travel
March 28, 2024
From
American Express
Via
Business Wire
Tickers
AXP
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