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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
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American Express
(NY:
AXP
)
342.46
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EDT, Jun 25, 2026
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May 19, 2026
The investor reaction to the company's first quarter was lukewarm at best.
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Credit Card Stocks Q1 Results: Benchmarking Mastercard (NYSE:MA)
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Warren Buffett Reveals Why Berkshire's Portfolio Hasn't Changed Much in Recent Years
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May 13, 2026
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Unpacking Q1 Earnings: Ameriprise Financial (NYSE:AMP) In The Context Of Other Custody Bank Stocks
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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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Bread Financial (NYSE:BFH): Strongest Q1 Results from the Credit Card Group
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American Express Stock: Analyst Estimates & Ratings
May 11, 2026
Although American Express has underperformed the SPX over the past 52 weeks, Wall Street analysts remain moderately optimistic about the stock's prospects.
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Where Will Berkshire Hathaway Stock Be in 5 Years?
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May 11, 2026
Warren Buffett's company is under new management, but its future looks bright -- because the company was built to last.
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May 11, 2026
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American Express Shareholders Back Board, Reject Proposals as 2025 Results Hit Records
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May 09, 2026
American Express (NYSE:AXP) shareholders elected all 13 director nominees, ratified PricewaterhouseCoopers as the company’s independent registered public accounting firm for 2026 and approved the...
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May 09, 2026
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This Financial Stock Could Help Set You Up for Life
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Visa Just Posted Its Strongest Revenue Growth Since 2022. Is the Stock a Buy After Earnings?
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May 08, 2026
The credit card giant is still an evergreen investment.
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Deal Dispatch: J.M. Smucker Considers Strategic Review, Meta Buys Assured Robot Intelligence, Buzzfeed On Brink Of Bankruptcy
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May 08, 2026
Major M&A deals this week include: Gamestop's proposal to acquire eBay, Long Lake buys American Express Global Travel for $6.3 billion.
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American Express Just Showed Why Berkshire Hathaway Still Likes This Credit Card Stock
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May 08, 2026
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Warren Buffett Has 70% of Berkshire's Portfolio in Just 5 Stocks. Should You Copy Him?
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There's more to Buffett-style investing than stock portfolio percentages.
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Capital One’s Big Bet Faces Rising Credit Risk
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May 06, 2026
Capital One stock faces rising credit risk as the Discover purchase reshapes its business, leaving investors weighing benefits against long-term upside.
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