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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
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American Express
(NY:
AXP
)
302.00
+0.09 (+0.03%)
Official Closing Price
Updated: 7:00 PM EDT, Mar 24, 2026
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You Won't Believe How Much Money Berkshire Hathaway Gets From American Express Dividends
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March 11, 2026
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March 10, 2026
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This Is How Much Berkshire Hathaway Made From Coca-Cola and American Express Dividends in 2025 Alone
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Coca-Cola and American Express are Berkshire Hathaway's longest-held stocks.
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Is Berkshire Hathaway Being Too Patient With Its Cash?
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March 09, 2026
Investors sold off the stock after the company's latest earnings report.
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2 Warren Buffett Stocks To Buy Hand Over Fist and 1 To Avoid
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Apple and American Express are better long-term buys than Kraft Heinz.
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American Express Is Raising Its Payout by 16%. Is It a No-Brainer Buy for Dividend Investors?
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March 09, 2026
The stock's dividend has more than doubled in five years.
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3 Giants Across Sectors Lift Dividends 15% or More
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March 09, 2026
Although Capital One Financial has underperformed the Nasdaq recently, analysts remain highly optimistic about the stock’s prospects.
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American Express Global Business Travel’s (NYSE:GBTG) Q4 CY2025 Sales Beat Estimates, Growth To Accelerate Next Year
March 09, 2026
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Warren Buffett Retired Having Not Purchased His Favorite Stock -- a Company He Spent $78 Billion Buying Over 6 Years -- in 19 Months
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March 09, 2026
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New CEO Greg Abel's 18-Page Letter to Shareholders Is an Unprecedented Look Into the Future of Berkshire Hathaway. 3 Things Investors Should Know
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March 08, 2026
Greg Abel kicked off his tenure as the new CEO of Berkshire Hathaway with his annual letter to shareholders, something that former CEO Warren Buffett did for decades.
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American Express Global Business Travel (GBTG) Q4 Earnings: What To Expect
March 07, 2026
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Should You Forget PayPal (PYPL) and Buy American Express (AXP) Instead?
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March 07, 2026
The blue chip financial giant has a brighter future than the digital payments leader.
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4 Berkshire Hathaway Stocks That New CEO Greg Abel "Expect Will Compound Over Decades"
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March 07, 2026
Greg Abel recently issued his first-ever annual letter to shareholders.
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New CEO Greg Abel Did Not List 2 of Berkshire Hathaway's Largest Equity Positions as "Core Holdings." Are They on the Chopping Block?
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March 07, 2026
New Berkshire Hathaway CEO Greg Abel recently issued his first annual letter to shareholders, detailing his plans for Berkshire's massive equities portfolio.
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American Express Stock's Slide Worsens as Shares Hit $300. Time to Buy?
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March 06, 2026
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The $24 Billion Debt Surge: US Consumer Credit Hits Record Highs as Inventory Cycles Signal Sticky Inflation
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Warren Buffett Recommends This 1 Investment to All Investors. Here's How It Could Help Build a Million-Dollar Portfolio.
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Why American Express Stock Slipped 12% In March
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March 06, 2026
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