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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
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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
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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
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Global Business Travel Group, Inc. Class A Common Stock
(NY:
GBTG
)
5.150
-0.090 (-1.72%)
Streaming Delayed Price
Updated: 12:30 PM EST, Feb 12, 2026
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All News about Global Business Travel Group, Inc. Class A Common Stock
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Q3 Earnings Recap: Bill.com (NYSE:BILL) Tops Finance and HR Software Stocks
December 16, 2024
Wrapping up Q3 earnings, we look at the numbers and key takeaways for the finance and HR software stocks, including Bill.com (NYSE:BILL) and its peers.
Via
StockStory
American Express Global Business Travel Notes U.K. Competition and Markets Authority’s Interim Report Regarding CWT Acquisition
November 06, 2024
From
Global Business Travel Group, Inc.
Via
Business Wire
Global Business Travel (NYSE:GBTG) Misses Q3 Sales Targets
November 05, 2024
B2B travel services company Global Business Travel (NYSE:GBTG) missed Wall Street’s revenue expectations in Q3 CY2024 as sales rose 4.6% year on year to $597 million. The company’s full-year revenue...
Via
StockStory
American Express Global Business Travel Reports Strong Q3 2024 Financial Results, Raises 2024 Free Cash Flow Guidance and Announces $300 Million Share Buyback Authorization
November 05, 2024
From
Global Business Travel Group, Inc.
Via
Business Wire
What to Expect from Global Business Travel's Earnings
↗
November 04, 2024
Via
Benzinga
Earnings Outlook For Global Business Travel
↗
March 04, 2024
Via
Benzinga
Earnings To Watch: Global Business Travel (GBTG) Reports Q3 Results Tomorrow
November 04, 2024
B2B travel services company Global Business Travel (NYSE:GBTG) will be reporting results tomorrow morning. Here’s what you need to know.
Via
StockStory
American Express Global Business Travel to Report Third Quarter 2024 Financial Results on November 5, 2024
October 22, 2024
From
Global Business Travel Group, Inc.
Via
Business Wire
American Express Global Business Travel Announces Private Stock Repurchase
September 04, 2024
From
Global Business Travel Group, Inc.
Via
Business Wire
American Express Global Business Travel to Present at the Citi 2024 Global TMT Conference on September 5, 2024
August 26, 2024
From
Global Business Travel Group, Inc.
Via
Business Wire
GBTG Stock Earnings: Global Business Travel Beats EPS, Misses Revenue for Q2 2024
↗
August 06, 2024
GBTG stock results show that Global Business Travel beat analyst estimates for earnings per share but missed on revenue for the second quarter of 2024.
Via
InvestorPlace
American Express Global Business Travel Reports Strong Q2 2024 Financial Results and Raises 2024 Free Cash Flow Guidance
August 06, 2024
From
Global Business Travel Group, Inc.
Via
Business Wire
Amex GBT Provides CWT Acquisition Update: Transaction Now Expected to Close in the First Quarter of 2025
July 30, 2024
From
Global Business Travel Group, Inc.
Via
Business Wire
American Express Global Business Travel Announces Refinancing of its Existing Credit Facility
July 26, 2024
From
Global Business Travel Group, Inc.
Via
Business Wire
American Express Global Business Travel to Report Second Quarter 2024 Financial Results on August 6, 2024
July 23, 2024
From
Global Business Travel Group, Inc.
Via
Business Wire
12 Consumer Discretionary Stocks Moving In Tuesday's After-Market Session
↗
June 18, 2024
Via
Benzinga
GBTG Stock Earnings: Global Business Travel Misses EPS, Misses Revenue for Q1 2024
↗
May 07, 2024
GBTG stock results show that Global Business Travel missed analyst estimates for earnings per share and missed on revenue for the first quarter of 2024.
Via
InvestorPlace
American Express Global Business Travel Reports Strong Q1 2024 Financial Results and Reiterates 2024 Outlook
May 07, 2024
From
Global Business Travel Group, Inc.
Via
Business Wire
American Express Global Business Travel to Report First Quarter 2024 Financial Results on May 7, 2024
April 23, 2024
From
Global Business Travel Group, Inc.
Via
Business Wire
Amex GBT Expands Empire: Acquires CWT For $570M In Bold Business Travel Move
↗
March 25, 2024
American Express Global Business Travel (Amex GBT) gears up for a game-changing acquisition, set to acquire CWT for approximately $570 million. This strategic move, funded by a mix of stock and cash,...
Via
Benzinga
Amex GBT to Acquire CWT
March 25, 2024
From
Global Business Travel Group, Inc.
Via
Business Wire
12 Consumer Discretionary Stocks Moving In Tuesday's Pre-Market Session
↗
March 12, 2024
Via
Benzinga
Global Business Travel Q4 Revenues Gain From Travel Boost: Details
↗
March 05, 2024
Global Business Travel Group Inc (NYSE:GBTG) delivers impressive fourth-quarter FY23 results, surpassing revenue estimates with a 4.2% year-on-year growth to $549 million. Bolstered by Total...
Via
Benzinga
GBTG Stock Earnings: Global Business Travel Misses EPS, Beats Revenue for Q4 2023
↗
March 05, 2024
GBTG stock results show that Global Business Travel missed analyst estimates for earnings per share but beat on revenue for the fourth quarter of 2023.
Via
InvestorPlace
American Express Global Business Travel Reports Strong Fourth Quarter and Full-Year 2023 Financial Results; Introduces 2024 Outlook
March 05, 2024
From
Global Business Travel Group, Inc.
Via
Business Wire
Earnings Scheduled For March 5, 2024
↗
March 05, 2024
Companies Reporting Before The Bell • NIO (NYSE:NIO) is estimated to report quarterly loss at $0.51 per share on revenue of $2.29 billion.
Via
Benzinga
American Express Global Business Travel to Report Fourth Quarter and Full-Year 2023 Financial Results on March 5, 2024
February 20, 2024
From
Global Business Travel Group, Inc.
Via
Business Wire
Amex GBT Receives Credit Rating Upgrade; S&P Global Ratings Upgrades the Company to B+
December 12, 2023
From
Global Business Travel Group, Inc.
Via
Business Wire
Transportation industry breakout will make these stocks rally
December 12, 2023
These transportation stocks suddenly earned investment dollars from some of the biggest investment banks, and markets say the top is not here yet
Via
MarketBeat
Topics
Stocks
American Express Global Business Travel to Present at the UBS Global Technology Conference on November 28, 2023
November 14, 2023
From
Global Business Travel Group, Inc.
Via
Business Wire
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