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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
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Read FULL Seminar Here
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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
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
MARKET RESEARCH
Featured Quarterly Newsletter
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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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Stocks Slip As Netflix Fails To Impress, Bitcoin Eyes Negative Week: What's Moving Markets Friday?
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July 18, 2025
It’s a cautious end to the week on Wall Street, as earnings from Netflix Inc. (NASDAQ:NFLX) failed to impress investors.
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Amex AXP Q2 2025 Earnings Call Transcript
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July 18, 2025
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American Express's Earnings Outlook
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July 17, 2025
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US Stocks Mixed; American Express Posts Upbeat Q2 Results
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July 18, 2025
Via
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Amex Q2 Card Member Spending Hits Record, Card Fees Soar
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July 18, 2025
American Express reports Q2 2025 results, surpassing analyst estimates with 9% revenue growth driven by strong spending and higher interest income.
Via
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Dow Futures Edge Higher As Strong Earnings Boost Investor Confidence: AXP, NFLX, IBKR, GSK Among Stocks To Watch
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July 18, 2025
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Via
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Topics
ETFs
Economy
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American Express Delivers Record Second-Quarter Revenue of $17.9 Billion, Up 9% Year-Over-Year, and Earnings Per Share of $4.08
July 18, 2025
From
American Express Company
Via
Business Wire
US Stocks Likely To Open Higher After Scaling Record Close: American Express, 3M, Charles Schwab Earnings In Focus
↗
July 18, 2025
U.S. stock futures were positive on Friday after ending higher on Thursday. Futures of major benchmark indices were higher.
Via
Benzinga
Earnings Scheduled For July 18, 2025
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July 18, 2025
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Benzinga
58% of Warren Buffett's $292 Billion Portfolio Is Being Wagered on 4 Unstoppable Stocks
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July 18, 2025
The Oracle of Omaha is a big believer in concentrating Berkshire Hathaway's capital in his best ideas.
Via
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Top Wall Street Forecasters Revamp American Express Expectations Ahead Of Q2 Earnings
↗
July 18, 2025
Via
Benzinga
S&P 500 Hits Fresh Closing Record Amid Upbeat Earnings: Investor Sentiment Improves, Fear Index Moves To 'Extreme Greed' Zone
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Netflix, American Express And 3 Stocks To Watch Heading Into Friday
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July 18, 2025
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Wall Street Looks To End Week Higher After Nasdaq, S&P 500 Notch Fresh Record: Strategist Says Favorable Trump Policies Fueling Unstoppable Rally
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July 18, 2025
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July 18, 2025
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5 Must-Read Analyst Questions From Delta’s Q2 Earnings Call
July 17, 2025
Delta’s second quarter results were well received by the market, with management attributing the performance to resilient demand in premium cabins, effective capacity management, and robust non-ticket...
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American Express Increases Value Available to Business Platinum Card Members to More Than $2,000 – More to Come Later This Year
July 16, 2025
From
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Business Wire
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How Does Nvidia's Reaching $4 Trillion in Market Cap Impact the S&P 500, Nasdaq-100, and Dow Jones?
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ETFs
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Dow, S&P 500 Futures Decline As Wall Street Shifts Focus To Trump’s Fresh Tariff Letters, Earnings Season: Strategist Says Risk Appetite ‘Remains On Table’
↗
July 14, 2025
Stocks closed the week ended July 11 on a down note despite the S&P 500 Index and the Nasdaq Composite hitting new highs on Thursday before easing off those levels.
Via
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Topics
ETFs
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Government
Rameez Ghayas Usmani, Founder of Outreaching.io Awarded as “Best HARO Link Building Expert in the US”
July 12, 2025
Via
Press Release Distribution Service
Why Delta's Premium Passengers Are Driving Its Next Leg Up
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July 11, 2025
Delta Air Lines (NYSE: DAL) reports strong Q2 results and reinstates full-year 2025 guidance. High-margin revenue streams drive growth. BofA analyst raises price forecast. Analysts anticipate strong...
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Visa And Mastercard Remain Top Picks, But One May Outpace Growth
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July 11, 2025
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Cramer Says Okta Is Solid—But There's One Cybersecurity Stock He Prefers
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July 11, 2025
Jim Cramer recommends buying SoFi Technologies and American Express, while waiting for a pullback in Lincoln Electric shares. FICO also looks promising.
Via
Benzinga
Bilt Rockets To $10.8B Valuation After Wells Fargo Split — What’s Next For The Rent-Rewards Unicorn?
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July 11, 2025
The company is expanding its offerings with tie-ups with retailers and mortgage service providers.
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DAL Q2 Deep Dive: Premium Segments and Cost Discipline Drive Positive Outlook
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Global airline Delta Air Lines (NYSE:DAL) reported Q2 CY2025 results exceeding the market’s revenue expectations, but sales were flat year on year at $16.65 billion. Guidance for next quarter’s revenue...
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