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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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
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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Bank of America analyst Mihir Bhatia calls Robinhood's new $695 Platinum Card an incremental negative for American Express but maintains a Buy rating, citing Amex's scale, brand, and execution.
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3 Things Every American Express Investor Needs to Know
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March 04, 2026
Buffett has proven his investing skills over the long term.
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American Express Updates First-Quarter 2026 Earnings Date and Plans to Host Live Audio Webcast of Annual Meeting of Shareholders
March 04, 2026
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In 2024, Warren Buffett Highlighted 8 "Forever" Holdings -- and His Successor, Greg Abel, Just Added 2 New Stocks to the List
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March 04, 2026
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As Buffett Steps Down as CEO of Berkshire Hathaway, This Trio of His Favorite Stocks Makes Up 45% of the $320 Billion Portfolio
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Looking At American Express's Recent Unusual Options Activity
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American Express Expands Global Sports and Entertainment Footprint with New Stadium and NFL Team Partnerships
March 04, 2026
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The Post-Buffett Era: A Deep Dive into Berkshire Hathaway (BRK.B) in 2026
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On this Tuesday, March 3, 2026, the financial world is closely watching the transition of an empire. Berkshire Hathaway Inc. (NYSE: BRK.B) is currently navigating its most significant leadership...
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Right Before Retiring, Warren Buffett Dumped Shares of Amazon and Apple and Bought 368,000 Shares of This Restaurant Stock
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Trump Vows Iranian Campaign Will Last "As Long As It Takes" as Markets Brace for Prolonged Conflict
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WASHINGTON, D.C. — In a series of defiant remarks delivered from the White House on March 2, 2026, President Donald Trump signaled a massive shift in U.S. foreign policy, committing the United States...
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American Express Board Authorizes 16 Percent Increase in Common Shares Dividend
March 02, 2026
From
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The 2026 Banking Twist: Why Regional and Diversified Lenders Are Plunging Toward Support
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The Oracle Steps Back: Greg Abel’s Ascent and the Future of the Berkshire Empire
March 02, 2026
As of March 2, 2026, the financial world has entered a new epoch: the post-Buffett era at Berkshire Hathaway (NYSE:BRK.A, NYSE:BRK.B). Following decades of speculation and meticulous planning, Greg...
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A Couple's Financial Manifesto, Revisited
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Expedia Group (EXPE): From Tech Unification to B2B Powerhouse – 2026 Research Feature
March 02, 2026
Today’s date is March 2, 2026. For investors navigating the complex terrain of the global travel industry, few names evoke as much debate as Expedia Group, Inc. (NASDAQ: EXPE). After nearly half a...
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Warren Buffett's Final $373 Billion Warning Sent Shockwaves Through Wall Street
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The Oracle of Omaha's actions leading up to his retirement make clear that the time to be fearful when others are greedy is here.
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Berkshire Hathaway's Greg Abel Says He Expects Apple Will "Compound Over Decades"
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February 28, 2026
Berkshire Hathaway's latest annual letter highlights why investors might want to hold on to the tech giant's stock for the long haul.
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American Express Stock Falls Nearly 8% After Block’s Mass Layoffs Spark AI Disruption Fears
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February 28, 2026
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Use This ETF to Earn Dividends From Berkshire Hathaway
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Berkshire Hathaway doesn't pay a dividend, but investors can get one and exposure to the stock with this ETF.
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