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home
about us
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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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Event Schedule
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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
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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 Isn't Seeing Enough Opportunities in the Stock Market. Should Investors Be Concerned?
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From
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May 05, 2025
Warren Buffett and Berkshire Hathaway have produced market beating returns over the years. Here's a look at the top 10 holdings in the current stock portfolio.
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How Is The Market Feeling About American Express?
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May 05, 2025
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3 Stocks Warren Buffett First Bought 24 Years Ago (Hint: Apple's Not One Of Them)'
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Apple may be Berkshire Hathaway's biggest holding, but Buffett's longest-held investments are American Express, Moody's, and Coca-Cola.
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Warren Buffett And His Successor Greg Abel Say Berkshire Hathaway Could Hold This $20B Bet For '50 Years Or Forever'
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May 04, 2025
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American Express: Our Calculation Of Intrinsic Value
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May 02, 2025
American Express is a globally integrated payments company, operating primarily in three segments: Global Consumer Services, Global Commercial Services, and Global Merchant & Network Services.
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Buffett's Top 5 Stock Holdings Ahead of Next 13F Filing
May 02, 2025
Ahead of Berkshire's upcoming 13F filing, expected mid-May, Apple, American Express, and Bank of America remain core pillars of its equity portfolio.
Via
MarketBeat
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World Trade
Members of Congress Are Buying These 4 Warren Buffett Stocks. Should You?
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May 02, 2025
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American Express Declares Dividend on Series D Preferred Stock
May 01, 2025
From
American Express Company
Via
Business Wire
American Express Unusual Options Activity For May 01
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May 01, 2025
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1 Stock-Split Stock to Buy Hand Over Fist in May and 1 to Avoid
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May 01, 2025
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Prediction: Delta Air Lines Stock Will Soar Over the Next Few Years. Here's 1 Reason Why.
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Mastercard Stock Climbs After-Hours As Wall Street Awaits Earnings: Tariff Impact, Cross-Border Trends In Spotlight
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May 01, 2025
Wall Street expects the payments firm to post earnings of $3.55 per share on revenue of $7.12 billion, according to FinChat data.
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Topics
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Visa Stock Rises Premarket After Q2 Profit Beat: Retail’s Bullish But More Cautious Amid Economic Uncertainty
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April 30, 2025
The payments firm posted fiscal second-quarter adjusted earnings of $2.76 per share, compared with the average analysts’ estimate of $2.68 per share.
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