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home
about us
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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
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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
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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All News about American Express
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American Express Says the Rich Are Still Dining Out and Living Large — While Everyone Else Braces for Recession, Tariffs, and Skyrocketing Prices
↗
April 29, 2025
Via
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If I Could Only Buy and Hold a Single Stock, This Would Be It
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April 29, 2025
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Massive Coinbase News: PayPal Stablecoins and Bitcoin Loans
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April 29, 2025
Stablecoins could disrupt the financial system as we know it.
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3 Reasons to Buy American Express Stock Right Now
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April 28, 2025
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2025 edition of Finance Sector SG&A Benchmarks released
April 28, 2025
VIRGINIA BEACH, Va. - April 28, 2025 - PRLog -- Schonfeld & Associates, a publisher of business information products for over 40 years, has released the 2025 edition of SG&A Benchmarks for the Finance,...
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1 Warren Buffett Stock That Turned $1,000 Into $225,000
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April 27, 2025
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Warren Buffett's Top Stock Picks Now Come With a 15% Income Bonus Through This Fund
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April 27, 2025
A new ETF is offering investors the chance to follow in the footsteps of one of the world's most successful investors and earn income at the same time.
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Stock Market Sell-Off: 1 Magnificent Dividend Stock to Buy Right Now
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April 27, 2025
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7 Things to Know About Warren Buffett's Berkshire Hathaway -- Some May Surprise You
↗
April 27, 2025
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American Express: Affluent Customers Don’t Leave Home Without It
April 26, 2025
American Express continues to show spending growth of 6% YoY for its affluent customer base in Q1 2025, which is better equipped to weather economic volatility.
Via
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Warren Buffett-Led Berkshire Hathaway Owns $37 Billion Worth of 1 Stock. Here Are 3 Reasons You Should Buy It Right Now.
↗
April 26, 2025
Via
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Here's How Much You Would Have Made Owning American Express Stock In The Last 20 Years
↗
April 25, 2025
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American Express's Options: A Look at What the Big Money is Thinking
↗
April 25, 2025
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1 Surprisingly Recession-Resistant Stock You Can Buy Right Now
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April 25, 2025
A credit card issuer might not seem like a recession-resistant business, but you might be surprised.
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Q4 Earnings Outperformers: Global Business Travel (NYSE:GBTG) And The Rest Of The Finance and HR Software Stocks
April 25, 2025
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q4. Today, we are looking at finance and hr software stocks, starting...
Via
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Meet the Stock Warren Buffett Has Spent More Buying Than Apple, Bank of America, Coca-Cola, American Express, and Chevron, Combined!
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April 25, 2025
The Oracle of Omaha has put nearly $78 billion to work in his favorite stock in less than seven years.
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Are Epic Fights Brewing Over This Lucrative Apple Business?
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April 25, 2025
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The Smartest Dividend Stocks to Buy With $1,000 Right Now
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April 25, 2025
When there's a wealth of amazing growth stocks on sale, don't forget dividend stocks.
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Is This the Best Warren Buffett Stock to Invest $1,000 in Right Now?
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April 24, 2025
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5 All-Weather Dividend Stocks to Buy Right Now
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April 24, 2025
Via
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American Express Just Delivered Fantastic News for Investors. Here's Why the Warren Buffett Stock Is a Buy Now.
↗
April 24, 2025
Via
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World Trade
How Warren Buffett's Portfolio Has Changed Drastically in Just 12 Months
↗
April 24, 2025
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Stock Market Turmoil: Buy These 3 Dividend Stocks for Less Than $1,000 Right Now
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April 24, 2025
Dividend growth stocks can help you manage through all market environments.
Via
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Government
UnitedHealth Stock Crash: 3 Better Dow Jones Dividend Stocks to Buy Now
↗
April 23, 2025
Via
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Stocks
Why Bank of America, JPMorgan Chase, and American Express Stocks All Popped Today
↗
April 23, 2025
Here are three banks stocks benefiting from today's positive political news -- and two of them are worth buying.
Via
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Government
Tesla To $303? Here Are 10 Top Analyst Forecasts For Wednesday
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April 23, 2025
Via
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This Lockheed Martin Analyst Turns Bullish; Here Are Top 5 Upgrades For Wednesday
↗
April 23, 2025
Via
Benzinga
Demystifying American Express: Insights From 19 Analyst Reviews
↗
April 23, 2025
Via
Benzinga
American Express Is a Stock You Want to Own in 2025
April 23, 2025
American Express stock is setting up for a robust rebound that could take it to a new high before the end of 2025, aided by analysts, institutions, and buybacks
Via
MarketBeat
2 No-Brainer Warren Buffett Stocks to Buy Right Now
↗
April 23, 2025
Via
The Motley Fool
Topics
Credit Cards
Government
World Trade
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