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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
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
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TAF sm Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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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
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
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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
)
292.27
-7.12 (-2.38%)
Official Closing Price
Updated: 7:00 PM EDT, Mar 27, 2026
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AMD To Rally More Than 47%? Here Are 10 Top Analyst Forecasts For Tuesday
↗
October 07, 2025
Via
Benzinga
Peering Into American Express Co's Recent Short Interest
↗
October 06, 2025
Via
Benzinga
American Express Unveils Amex Ads to Connect U.S. Card Members to Premium Brands
October 06, 2025
From
American Express
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Business Wire
1 Unpopular Stock That Deserves a Second Chance and 2 We Turn Down
October 03, 2025
Wall Street has issued downbeat forecasts for the stocks in this article. These predictions are rare - financial institutions typically hesitate to say bad things about a company because it can...
Via
StockStory
$100 Invested In American Express 5 Years Ago Would Be Worth This Much Today
↗
October 02, 2025
Via
Benzinga
2 Warren Buffett Stocks to Buy Hand Over Fist in October
↗
October 02, 2025
American Express and Visa have dominated the payments industry for decades.
Via
The Motley Fool
Topics
Credit Cards
Better Warren Buffett Buy: Coca Cola vs. American Express
↗
October 01, 2025
Buffett has held these stocks for more than two decades.
Via
The Motley Fool
Huge News For Lululemon Stock
↗
September 30, 2025
The company may have just found a unique solution to revive growth in its core North America market.
Via
The Motley Fool
Topics
Credit Cards
Shift4, OneMain, Enova, Encore Capital Group, and American Express Shares Are Falling, What You Need To Know
September 30, 2025
A number of stocks fell in the afternoon session after the U.S. government hurtled toward a potential shutdown, sparking economic uncertainty and weighing on investor confidence.
Via
StockStory
Topics
Credit Cards
Economy
Analyst Expectations For American Express's Future
↗
September 29, 2025
During the last three months, 10 analysts shared their evaluations of American Express (NYSE: AXP), revealing diverse outlooks from bullish to bearish. In the table below, you'll find a summary of...
Via
Benzinga
Warren Buffett Is Leaving Successor Greg Abel With a Highly Concentrated Portfolio That Has More Than 50% of Berkshire's $307 Billion Invested in 3 Stocks
↗
September 29, 2025
Approximately $155 billion of Berkshire Hathaway's $307 billion investment portfolio is currently put to work in three brand-name businesses.
Via
The Motley Fool
Topics
Artificial Intelligence
Ripple's XRP Poised to Revolutionize Global Payments Amidst Regulatory Clarity and Strategic Expansion
September 28, 2025
Ripple (XRP) is aggressively pursuing a vision to embed its digital asset, XRP, at the core of modern global payment systems. This ambitious plan, underscored by recent regulatory clarity and strategic...
Via
MarketMinute
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Lawsuit
The Old-School Financial Stock That's Winning the Digital Revolution
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September 28, 2025
This financial powerhouse is winning with younger users.
Via
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Topics
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5 Dividend Powerhouses to Buy and Never Sell
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September 28, 2025
These blue-chip giants have paid shareholders through wars, recessions, and pandemics.
Via
The Motley Fool
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Intellectual Property
Warren Buffett Has $193 Billion Invested in 9 Forever Stocks. Here's the Best of the Bunch.
↗
September 28, 2025
While one forever stock in Buffett's portfolio wins on points, another one arguably wins on potential.
Via
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2 Warren Buffett Stocks To Buy Hand Over Fist and 1 To Avoid
↗
September 27, 2025
Most of them are always worth buying. Every now and then, even the Oracle of Omaha misses something important.
Via
The Motley Fool
Topics
Credit Cards
Meet the Dow Jones Dividend Stock That's on Pace to Beat the S&P 500 for the Fifth Consecutive Year. Here's Why It's Still a Buy Now.
↗
September 27, 2025
American Express has competitive advantages that are built to last, making it an ideal dividend stock to buy and hold.
Via
The Motley Fool
Topics
Stocks
Meet the Secret Ingredient That Makes American Express and Costco Recession-Resistant Stocks to Buy Even If the S&P Sells Off in 2026.
↗
September 27, 2025
American Express and Costco have what it takes to reward their customers and shareholders over the long term.
Via
The Motley Fool
Topics
Credit Cards
Stocks
3 Top Buffett Stocks to Buy and Hold for the Long Haul
↗
September 27, 2025
The Oracle of Omaha has several "forever" stocks. Here are three of the best.
Via
The Motley Fool
Topics
Artificial Intelligence
Affluent Spending Fuels US Economy: A Double-Edged Sword for Markets and Inequality
September 26, 2025
New data released today, September 26, 2025, reveals a robust surge in US consumer spending, acting as a crucial pillar of economic resilience. However, a deeper dive into the figures indicates that...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
The Best Warren Buffett Stocks to Buy With $300 Right Now
↗
September 26, 2025
You don't need to be a billionaire to invest like Buffett.
Via
The Motley Fool
Topics
Credit Cards
Economy
1 of Wall Street’s Favorite Stock to Target This Week and 2 We Avoid
September 26, 2025
Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings,...
Via
StockStory
Topics
Supply Chain
Unpacking Q2 Earnings: Mastercard (NYSE:MA) In The Context Of Other Credit Card Stocks
September 25, 2025
Wrapping up Q2 earnings, we look at the numbers and key takeaways for the credit card stocks, including Mastercard (NYSE:MA) and its peers.
Via
StockStory
Topics
Credit Cards
Is the AI Bubble About to Burst? Investors Flee to Safety with Berkshire Hathaway
September 25, 2025
As September 25, 2025, dawns, a palpable tension hangs over the financial markets. Whispers of an "AI bubble" have grown into a chorus of concern, driving a noticeable shift in investor sentiment....
Via
MarketMinute
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Artificial Intelligence
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Economy
Hashdex Unlocks New Era for Institutional Crypto: Altcoin Exposure Arrives in US ETF
September 25, 2025
New York, NY – September 25, 2025 – In a landmark development set to reshape institutional engagement with digital assets, Hashdex has officially expanded its Crypto Index US ETF (NASDAQ: NCIQ) to...
Via
MarketMinute
Topics
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Regulatory Compliance
Cloudflare To Issue Stablecoin Amid Expected Rise Of Agentic E-Commerce
↗
September 25, 2025
Cloudflare announced plans for a new stablecoin to support AI agents in e-commerce. Cloudflare stock has climbed 93% in 2025.
Via
Investor's Business Daily
Topics
Artificial Intelligence
Government
Google Shakes Up Cryptocurrency, Digital Payments With AI Agents Protocol
↗
September 25, 2025
Google recently announced a new Agent Payments Protocol with 60 industry partners.
Via
Investor's Business Daily
Topics
Artificial Intelligence
Credit Cards
Why Billionaire Warren Buffett Owns Domino's Pizza Stock
↗
September 25, 2025
Domino's may not carry the same glamor as tech giants, but it might deserve a spot on your radar.
Via
The Motley Fool
Topics
Economy
1 Value Stock Worth Your Attention and 2 We Ignore
September 25, 2025
The low valuation multiples for value stocks provide a margin of safety that growth stocks rarely offer. However, the challenge lies in determining whether these cheap assets are genuinely undervalued...
Via
StockStory
Topics
Supply Chain
Consumer Discretionary Sector Stumbles as AutoZone's Profit Miss Signals Broader Headwinds
September 24, 2025
The Consumer Discretionary Sector experienced a significant downturn on September 23, 2025, as automotive retail giant AutoZone (NYSE: AZO) reported a disappointing profit miss for its fiscal fourth...
Via
MarketMinute
Topics
Economy
Supply Chain
World Trade
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