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home
about us
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Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
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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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Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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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
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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
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Back Dated Performance Reports
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Event Schedule
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Total Asset Market (TAM sm) Presentation
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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
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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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Breaking Down American Express: 14 Analysts Share Their Views
↗
July 10, 2025
Via
Benzinga
Delta Air Lines CEO Confident In Stronger 2025 As Demand Holds Steady
↗
July 10, 2025
Delta Air Lines (NYSE: DAL) reported strong Q2 results, with revenue of $16.65B and adjusted EPS of $2.10. Full-year 2025 guidance reinstated.
Via
Benzinga
Delta Stock Surges 10% Premarket As Airline Reinstates 2025 Profit Guidance After Trump Tariff Clouds Nearly Clear Out
↗
July 10, 2025
Delta's President Glen Hauenstein said the company expects revenue trends to improve through the second half of the year after it forecast third-quarter profit above Wall Street expectations.
Via
Stocktwits
Topics
Artificial Intelligence
Government
World Trade
3 Dividend Stocks to Double Up on Right Now
↗
July 09, 2025
Via
The Motley Fool
27.3% of Warren Buffett's $258.7 Billion Portfolio Is Invested in These 2 American Stocks
↗
July 09, 2025
Via
The Motley Fool
Topics
Credit Cards
Economy
53% of Warren Buffett's $259 Billion Stock Portfolio Is Invested in Just 3 Stocks
↗
July 09, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Government
World Trade
Warren Buffett's Quiet Dividend Play: 9 High-Yield Stocks Held By A Berkshire Subsidiary
↗
July 09, 2025
Warren Buffett is indirectly invested in high-dividend yield stocks via Berkshire Hathaway Inc.'s subsidiary New England Asset Management.
Via
Benzinga
Could Apple Soon Lose Its Top Position in Warren Buffett's Portfolio?
↗
July 08, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
CEO Tom Gardner: Pay Only for Advice "Aligned With You." Otherwise, Index.
↗
July 08, 2025
Via
The Motley Fool
3 Underrated Dividend Growth Stocks to Buy and Hold for Years
↗
July 08, 2025
Via
The Motley Fool
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World Trade
Should You Buy Berkshire Hathaway Stock, Even Though It's Down 10% Since Warren Buffett Announced Retiring as CEO?
↗
July 05, 2025
Via
The Motley Fool
Topics
World Trade
10 Financials Stocks Whale Activity In Today's Session
↗
July 04, 2025
Via
Benzinga
3 Stocks Under $10 Walking a Fine Line
July 04, 2025
Stocks under $10 pique our interest because they have room to grow (as well as the most affordable option contract premiums). That doesn’t mean they’re bargains though, and we urge investors to be...
Via
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10 Financials Stocks With Whale Alerts In Today's Session
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July 03, 2025
Via
Benzinga
1 Unstoppable Vanguard Growth ETF to Buy With $400 in July
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July 03, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
$100 Invested In American Express 5 Years Ago Would Be Worth This Much Today
↗
July 02, 2025
Via
Benzinga
Amazon, Chipotle, Citigroup And A Credit Card Stock On CNBC's 'Final Trades'
↗
July 02, 2025
Amazon, American Express, Citigroup, and Chipotle named as top trades on CNBC's Halftime Report. Amazon Prime Day to run for 4 days, starting July 8.
Via
Benzinga
Topics
Credit Cards
2 No-Brainer Warren Buffett Stocks to Buy Right Now
↗
July 02, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
American Express Announces 2025 Preliminary Stress Capital Buffer Requirement
July 01, 2025
From
American Express Company
Via
Business Wire
Is Berkshire Hathaway Stock a Buy Now?
↗
July 01, 2025
Legendary investor Warren Buffett is stepping down at the end of the year, after leading the company for decades.
Via
The Motley Fool
Topics
Economy
American Express, Capital One Pass Fed's Stress Test
↗
June 30, 2025
BofA analyst notes AXP and COF passed Fed's 2025 stress test, sees positive for COF's capital returns. Buy ratings maintained for both.
Via
Benzinga
Topics
Economy
Mastercard Is One of the Largest Financial Companies by Market Cap. But Is It a Buy?
↗
June 29, 2025
Via
The Motley Fool
Why American Express Stock Flew Higher on Friday
↗
June 27, 2025
Via
The Motley Fool
Topics
Credit Cards
Economy
Carnival's Success, Circle Internet Group's Rise, and More
↗
June 27, 2025
Via
The Motley Fool
Topics
Economy
Cameron Winklevoss Is Touting 'Insane In The Membrane' Gemini Card Offers, But The Bitcoin Rewards Game Is Still In Its Infancy
↗
June 27, 2025
Trevor Wells, growth marketing manager at cryptocurrency exchange Gemini, highlighted on Thursday various rewards the firm’s Bitcoin (CRYPTO: BTC) credit card offers, which co-founder Cameron...
Via
Benzinga
Topics
Credit Cards
3 Profitable Stocks Facing Headwinds
June 27, 2025
Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.
Via
StockStory
Undervalued and Profitable: 1 Artificial Intelligence (AI) Stock for Buffett-Minded Investors
↗
June 26, 2025
Warren Buffett may not be known for investing in technology stocks, but some artificial intelligence (AI) opportunities still meet his criteria.
Via
The Motley Fool
Topics
Artificial Intelligence
AMD, Taiwan Semiconductor And A Financial Stock On CNBC's 'Final Trades'
↗
June 26, 2025
AMD teams up with HCLTech; TSMC plans $10 billion raise; analysts bullish on AMD and AmEx earnings.
Via
Benzinga
Warren Buffett Sends a Billion-Dollar Warning to Wall Street. History Says the Stock Market Will Do This Next.
↗
June 26, 2025
Via
The Motley Fool
A Look Into American Express Inc's Price Over Earnings
↗
June 24, 2025
Via
Benzinga
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