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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
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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
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TAF sm Program
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Back Dated Performance Reports
Quarterly Performance Reports
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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
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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Event Schedule
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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
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American Express
(NY:
AXP
)
316.03
-2.66 (-0.83%)
Official Closing Price
Updated: 7:00 PM EDT, May 8, 2026
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The Single Biggest Risk With Investing in This Top Warren Buffett Stock Is Something Investors Probably Aren't Even Thinking About
↗
April 28, 2026
It's important for investors to pay attention to any variables that increase the chances of an unfavorable outcome.
Via
The Motley Fool
Topics
Artificial Intelligence
Credit Cards
Economy
Why American Express' CEO Believes the Company May Do Well Even If Oil Prices Remain High
↗
April 28, 2026
CEO Stephen Squeri believes Amex cardholders "don't care about gas prices."
Via
The Motley Fool
Topics
Credit Cards
Economy
Signs Point to Warren Buffett's Successor, Greg Abel, Dumping the Oracle of Omaha's Former No. 2 Holding at Berkshire Hathaway
↗
April 28, 2026
This position, which once topped 1 billion shares, has been halved since July 2024.
Via
The Motley Fool
1 Value Stock to Research Further and 2 We Turn Down
April 28, 2026
The low valuation multiples for value stocks provide a margin of safety that growth stocks rarely offer. However, the challenge lies in determining whether t...
Via
StockStory
Topics
Supply Chain
One Growth Stock Every Investor Should Own Right Now -- No Debate
↗
April 27, 2026
You may not think of it as a growth stock, but it has averaged annual gains of 18% over the past decade.
Via
The Motley Fool
The Financial Stock That Wins Whether Interest Rates Rise or Fall
↗
April 27, 2026
This company benefits from inflation and will do fine in a normal economic environment.
Via
The Motley Fool
Topics
Credit Cards
Economy
Better Buy Right Now: American Express vs. Bank of America
↗
April 27, 2026
These are two of Warren Buffett's favorite stocks.
Via
The Motley Fool
Topics
Credit Cards
Visa (V) Q1 Earnings Report Preview: What To Look For
April 26, 2026
Global payments technology company Visa (NYSE:V) will be reporting results this Tuesday after market hours. Here’s what to look for. Visa beat analysts’ reve...
Via
StockStory
Topics
Credit Cards
American Express Reports Q1 Beat, Stock Tanks On 2026 Outlook
↗
April 24, 2026
American Express shares came under pressure after Q1 results. Markets were disappointed by the company maintaining 2026 outlook.
Via
Benzinga
The Financial Stock With the Widest Competitive Moat in Its Industry
↗
April 24, 2026
This stock is part of a duopoly in its industry.
Via
The Motley Fool
Topics
Credit Cards
Records Undone: Oil, Iran, and an AI Identity Crisis Sink Wall Street
↗
April 24, 2026
Via
Chartmill
Topics
Artificial Intelligence
AXP Q1 Deep Dive: Premium Portfolio Momentum and Strategic Investments Meet Cautious Market Response
April 24, 2026
Global payments company American Express (NYSE:AXP) reported Q1 CY2026 results exceeding the market’s revenue expectations, with sales up 19.5% year on year ...
Via
StockStory
1 S&P 500 Stock to Own for Decades and 2 We Find Risky
April 24, 2026
The S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability. But not all ...
Via
StockStory
Topics
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Ameriprise Financial (NYSE:AMP) Reports Upbeat Q1 CY2026
April 23, 2026
Financial services company Ameriprise Financial (NYSE:AMP) beat Wall Street’s revenue expectations in Q1 CY2026, with sales up 13.4% year on year to $4.89 bi...
Via
StockStory
Topics
Artificial Intelligence
Why American Express Fell Today
↗
April 23, 2026
Despite a revenue and earnings beat, investors were hoping for better guidance amid a reescalation of the war in Iran.
Via
The Motley Fool
Topics
Artificial Intelligence
Credit Cards
Earnings
Amex New NFL Deal, Premium Customer Base Power Revenue Growth
↗
April 23, 2026
American Express (AXP) beats Q1 expectations with a 10% revenue jump to $18.91 billion, fueled by the strongest card member spending growth in three years. See how its new status as the NFL's global...
Via
Benzinga
The Best Warren Buffett Stocks to Buy With $1,000 Right Now
↗
April 23, 2026
These stocks should provide reliable performance for any investor holding for the long haul.
Via
The Motley Fool
American Express Just Reported Its Highest Card Member Spending Growth Rate in 3 Years. Here's What's Driving It.
↗
April 23, 2026
The stock is down 3% on the day despite a mostly positive report.
Via
The Motley Fool
Topics
Credit Cards
Earnings
Amex (AXP) Q1 2026 Earnings Call Transcript
↗
April 23, 2026
Amex (AXP) Q1 2026 Earnings Call Transcript
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
American Express (NYSE:AXP) Surprises With Q1 CY2026 Sales
April 23, 2026
Global payments company American Express (NYSE:AXP) reported Q1 CY2026 results topping the market’s revenue expectations, with sales up 19.5% year on year to...
Via
StockStory
American Express Reports First-Quarter 2026 Financial Results
April 23, 2026
From
American Express Company
Via
Business Wire
Stocks Slip Before the Open on U.S.-Iran Talks Uncertainty, Earnings and PMI Data in Focus
April 23, 2026
June S&P 500 E-Mini futures (ESM26) are down -0.53%, and June Nasdaq 100 E-Mini futures (NQM26) are down -0.56% this morning as stalled U.S.-Iran talks and heightened tensions in the Strait of Hormuz...
Via
Barchart.com
Topics
Economy
Stocks
Warren Buffett Has Held American Express for Decades. Should You Own It Too?
↗
April 23, 2026
American Express isn't a flashy stock or a headline-grabber, but it's been quietly delivering steady results year after year.
Via
The Motley Fool
Topics
Credit Cards
Tesla, American Express And 3 Stocks To Watch Heading Into Thursday
↗
April 23, 2026
U.S. stock futures down, American Express, Tesla, Lockheed Martin, Texas Instruments and Honeywell expected to report earnings today.
Via
Benzinga
Top gainers and losers in the S&P500 index during Wednesday's after-hours session.
↗
April 22, 2026
Via
Chartmill
American Express AXP Q1 2025 Earnings Transcript
↗
April 22, 2026
American Express AXP Q1 2025 Earnings Transcript
Via
The Motley Fool
American Express Debuts New Membership Experiences at the 2026 NFL Draft
April 22, 2026
From
American Express
Via
Business Wire
The Price of Gas Is Soaring. Here Are 8 Ways to Reduce Your Pain at the Pump.
↗
April 22, 2026
Act on a few of these strategies, and you might be able to save $0.20 or $0.30 or more per gallon of gas -- which can really add up.
Via
The Motley Fool
Topics
Credit Cards
Economy
How To Earn $500 A Month From American Express Stock Ahead Of Q1 Earnings
↗
April 22, 2026
American Express (NYSE: AXP) will release Q1 earnings on April 23. Analysts predict $3.99 EPS and $18.61B revenue. Dividend yield is currently 1.15%.
Via
Benzinga
3 Warren Buffett Stocks to Hold Forever
↗
April 22, 2026
These are stocks Buffett said that he'd never sell.
Via
The Motley Fool
Topics
Economy
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