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home
about us
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Team Biographies
Firm ADV PDFs
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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
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
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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
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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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Warren Buffett Is Wagering 72% of Berkshire Hathaway's $283 Billion of Invested Capital on These 7 Unstoppable Stocks
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The Oracle of Omaha has concentrated a majority of Berkshire's invested assets in a handful of his best ideas.
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Coinbase CEO Brian Armstrong Teases Crypto Credit Card Powered By American Express—Bitcoin Cashbacks Offered, But Here's The Catch
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June 13, 2025
Coinbase Global Inc. (NASDAQ:COIN) CEO Brian Armstrong unveiled the company’s cryptocurrency credit card Thursday that will offer cashback rewards in Bitcoin (CRYPTO: BTC).
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He's still got the Midas touch, but even for the Oracle of Omaha, not everything he touches turns to gold.
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$100 Invested In This Stock 15 Years Ago Would Be Worth This Much Today
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June 03, 2025
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Amex Still King Of Premium Credit Cards — But Chase, Capital One Are Closing In Fast: Analyst
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June 11, 2025
BofA Securities analyst Mihir Bhatia found that the US premium credit card market is competitive, with Amex leading but Chase and Capital One closing the gap.
Via
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Here's How Much $1000 Invested In American Express 15 Years Ago Would Be Worth Today
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June 11, 2025
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JPMorgan CEO Jamie Dimon Urges Managers To Stop Running Meetings To Impress The Boss And Start Confronting Real Problems Head-On
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June 11, 2025
Jamie Dimon advised managers to embrace radical transparency in meetings and criticized corporate politics for hindering efficiency.
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Apple vs. Amazon: Which Warren Buffet AI Stock Is the Better Buy Today?
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Is Markel Group the New Berkshire Hathaway Now That Warren Buffett Is Retiring?
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If I Could Only Buy and Hold a Single Stock, This Would Be It.
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Is American Express Worth Buying Right Now?
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47.7% of Warren Buffett's $282 Billion Portfolio Is Invested in 3 Stocks That Could Net Berkshire Hathaway $1.6 Billion in Dividends This Year
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Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.
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Several of the Oracle of Omaha's longtime favorites would be at home in most investors' portfolios.
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Warren Buffett Is Ready to Invest $100 Billion in a Stock That Meets These 3 Criteria
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American Express, KKR And A Consumer Cyclical Stock On CNBC's 'Final Trades'
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June 04, 2025
Jason Snipe of Odyssey Capital Advisors is long on American Express: 'Credit losses are at the lowest level in eight quarters.'
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Warren Buffett Has 48% of His $281 Billion Portfolio Invested in 3 Exceptional Stocks
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Buffett puts a lot of money in his highest-conviction stocks.
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47% of Berkshire Hathaway's $276 Billion Warren Buffett-Led Portfolio Is Invested in 3 Dividend Stocks
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Better Buffett Stock: American Express vs. Visa
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May 31, 2025
Which of Warren Buffett's credit card investments is a better buy right now?
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2 Stocks That Can Rerate Higher Due to Recent Acquisitions
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Prediction: This American Industrial Giant Could Be Warren Buffett's New Secret Stock
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May 30, 2025
According to Berkshire Hathaway's most recent filings, the investment firm has taken a position in a new stock.
Via
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American Express Ranks No. 1 in the J.D. Power U.S. Credit Card Mobile App and Online Satisfaction Studies
May 29, 2025
From
American Express
Via
Business Wire
This Warren Buffett Dividend Stock Is Crushing the S&P 500. Here's Why It's Still Worth Buying in June for Passive Income.
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May 28, 2025
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Why American Express Stock Jumped Today
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May 27, 2025
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2 Top Buffett Stocks to Buy and Hold for the Long Haul
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May 25, 2025
The Oracle of Omaha focuses on long-term investing, and you should too.
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Investing in Dividend Stocks: The Stability of Warren Buffett's Picks
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May 24, 2025
Dividend stocks are a central aspect of Buffett's success at Berkshire Hathaway.
Via
The Motley Fool
Topics
Credit Cards
Economy
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