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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
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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
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American Express
(NY:
AXP
)
292.27
-7.12 (-2.38%)
Official Closing Price
Updated: 7:00 PM EDT, Mar 27, 2026
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Jim Cramer Says This Basic Materials Stock Is 'Hot As A Pistol'
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October 16, 2025
Cramer likes Dublin-based CRH. UBS analyst Julian Radlinger initiated coverage on the company with a Buy rating and a price target of $138.
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Warren Buffett Just Bought $1.33 Billion Worth of These 3 Stocks
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October 16, 2025
Berkshire Hathaway is still an active stock trader even with Buffett set to retire at the end of this year.
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American Express (AXP) Q3 Earnings: What To Expect
October 15, 2025
Global payments company American Express (NYSE:AXP) will be reporting results this Friday before market hours. Here’s what to expect.
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American Express Q3 Preview: Can This Warren Buffett Favorite Deliver Another Double Beat?
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October 15, 2025
American Express could provide a look at consumer spending and health when the company reports Q3 results Friday.
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Nancy Pelosi And Warren Buffett Are Betting On The Same 4 Stocks—Here's What They Know
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October 15, 2025
Nancy Pelosi and Warren Buffett own multiple stocks in their investment portfolios. Here's a look at the four stocks they share in common.
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Cloudflare Partners With Top Payment Giants To Build Trust In Agentic Commerce
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October 14, 2025
Cloudflare partners with Visa, Mastercard, and AmEx to secure agentic commerce. Web Bot Auth will authenticate AI agents.
Via
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American Express (AXP) Stock Is Up, What You Need To Know
October 14, 2025
Shares of global payments company American Express (NYSE:AXP) jumped 2.9% in the afternoon session after a new partnership with RewardPay was announced, creating a tax pooling payment system designed...
Via
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Warren Buffett's Latest "Ridiculously Cheap" Stock Picks: A Deep Dive into Value in 2025
October 14, 2025
In a financial landscape often dominated by growth narratives and tech giants, legendary investor Warren Buffett, through Berkshire Hathaway, continues to champion his time-tested value investing...
Via
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1 Magnificent Warren Buffett Stock Down 8% to Buy and Hold Forever
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October 14, 2025
One of Berkshire Hathaway's oldest holdings has a bright future ahead.
Via
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Here's How Much You Would Have Made Owning American Express Stock In The Last 5 Years
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October 13, 2025
Via
Benzinga
American Express to Participate in Upcoming Investor Conferences
October 13, 2025
From
American Express Company
Via
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AI Revolution Sweeps Retail and Finance: A New Era of Efficiency and Personalization
October 13, 2025
The convergence of Artificial Intelligence (AI) with retail technology and financial services is rapidly redefining how businesses operate and interact with consumers. This transformative wave,...
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The Best Blue Chip Stocks to Buy With $2,000 Right Now
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October 13, 2025
If you're looking to invest $2,000 in the stock market, here are five quality stocks to consider adding today.
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Retail Investors' Top Stocks With Earnings This Week: Fastenal, ASML, TSMC And More
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October 13, 2025
Retail investors are preparing for the kick-off of the Q3 earnings season, with big banks and other top stocks reporting this week.
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Benzinga
Should You Forget Sirius XM Holdings (SIRI)? This Stock Has Made Far More Millionaires
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October 13, 2025
Is it time to tune out Sirius XM Holdings for good? This sector-spanning conglomerate has created lots of lasting wealth, and the stock is found in Wall Street's bargain bin right now.
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The Best Stocks to Invest $1,000 in Right Now
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October 12, 2025
Here are three top-notch stocks that can form a strong foundation for your diversified investment portfolio.
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The Ultimate Growth Stock to Buy With $1,000 Right Now
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October 12, 2025
This brand has fallen on hard times but still has a long history of revenue growth.
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Cadence Design Systems, Teradata, American Express Global Business Travel, HubSpot, and Varonis Systems Shares Are Falling, What You Need To Know
October 10, 2025
A number of stocks fell in the afternoon session after President Trump threatened to increase import taxes on Chinese goods, reigniting trade war fears.
Via
StockStory
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World Trade
3 Dividend Stocks That Are Crushing Inflation
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October 09, 2025
These three dividend stocks are leaving inflation in the dust.
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Delta (DAL) Q3 2025 Earnings Call Transcript
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October 09, 2025
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Earnings
Market Minute: Fed Rate Cuts Reshape Landscape for US Stocks, Gold, and Corporate Giants Delta & PepsiCo
October 09, 2025
As October 2025 unfolds, financial markets are navigating a complex and often contradictory landscape. US equities continue to hover near all-time highs, buoyed by enthusiasm for artificial...
Via
MarketMinute
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Artificial Intelligence
ETFs
Economy
1 Russell 2000 Stock to Research Further and 2 That Underwhelm
October 09, 2025
The Russell 2000 (^RUT) is packed with potential breakout stocks, thanks to its focus on smaller companies with high growth potential. However, smaller size also means these businesses often lack the...
Via
StockStory
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Supply Chain
Meet America's Newest $1 Trillion Company. Warren Buffett Has Spent $78 Billion Buying Its Stock Since 2018.
↗
October 09, 2025
When Warren Buffett and his company, Berkshire Hathaway, buy stocks, the market takes notice.
Via
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K2 Integrity Names Aaron Karczmer Chief Executive Officer
October 08, 2025
Via
PRLog
4 Monster Stocks to Hold for the Next 10 Years -- Including Lululemon (LULU) and The Metals Company (TMC)
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October 08, 2025
One of these stocks is up 500% in a single year!
Via
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Topics
Artificial Intelligence
World Trade
Is Lululemon a Buy, Sell, or Hold in 2025?
↗
October 08, 2025
Despite the stock's precipitous fall, investors can easily find reasons to be bullish.
Via
The Motley Fool
Topics
Credit Cards
Billionaire Warren Buffett Is Generating Annual Yields of 37% to 63% From Coca-Cola, American Express, and Moody's -- Here's His Secret
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October 08, 2025
The unsung hero to the Oracle of Omaha's long-term investing outperformance is dividend stocks.
Via
The Motley Fool
American Express Global Business Travel, Strategy, Fastly, Salesforce, and Twilio Shares Are Falling, What You Need To Know
October 07, 2025
A number of stocks fell in the afternoon session after markets pulled back as a report raised concerns about artificial intelligence demand and profitability.
Via
StockStory
Topics
Artificial Intelligence
Maha Capital Forges New Path with Fintech Merger and Nasdaq US Listing Plans, Dispelling Observation List Rumors
October 07, 2025
Stockholm, Sweden – October 7, 2025 – Contrary to some circulating information, recent in-depth research indicates that Maha Capital AB (Nasdaq Stockholm: MAHA A) has not been placed on a Nasdaq...
Via
MarketMinute
Topics
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Crocs (NASDAQ: CROX) Stock Plunges 27% Amidst HeyDude Woes and Market Headwinds; No Lululemon Collaboration Found in 2025
October 07, 2025
Crocs (NASDAQ: CROX) has faced a challenging year, with its stock plummeting approximately 27% year-to-date as of October 7, 2025. This significant downturn comes amidst broader market headwinds,...
Via
MarketMinute
Topics
Economy
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