Menu
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
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 Buy Currently
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
Sample Portfolio
Sample Portfolio Analysis
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 sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
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
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
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
American Express
(NY:
AXP
)
302.00
+0.09 (+0.03%)
Official Closing Price
Updated: 7:00 PM EDT, Mar 24, 2026
Add to My Watchlist
Quote
Overview
Detailed Quote
Charting
Historical Prices
News
Press Releases
Research
Quarterly Reports
Insider Filings
Other Filings
All News about American Express
< Previous
1
2
3
4
5
6
7
8
9
...
99
100
Next >
Technical Tremor: Financial Sector Slumps as XLF Shatters Critical $50.90 Support
February 24, 2026
NEW YORK – The financial sector is reeling today as the Financial Select Sector SPDR Fund (XLF: ARCA) decisively broke through its intermediate support level of $50.90, signaling a potential shift in...
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
ETFs
The Super-Prime Moat: A Deep Dive into American Express (AXP) Amid Global Trade Volatility
February 24, 2026
As of February 24, 2026, American Express (NYSE: AXP) stands as a unique bellwether for the global economy. Long regarded as the gold standard for premium credit and travel services, the company finds...
Via
Finterra
Topics
Artificial Intelligence
Economy
Fraud
Visa, Mastercard, AmEx Could Be Gutted By AI ‘Agentic Commerce’ Threat, Citrini Research Warns — But Retail Traders Unfazed By Selloff
↗
February 23, 2026
From stablecoins to machine-to-machine payments, a new report argues Visa, Mastercard and AmEx face a structural shakeup, not just another tech cycle.
Via
Stocktwits
Topics
Artificial Intelligence
Credit Cards
Economy
Dow, S&P 500, Nasdaq Futures Stabilize After AI Jitters Strike Again: Why IBM, NVDA, HIMS, VIR, KTOS Are Trending After-Hours
↗
February 23, 2026
Traders are now looking ahead to a key Anthropic event on Tuesday, where new product announcements and demonstrations of Claude’s latest features are expected.
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
Government
Stock Market Today, Feb. 23: Nvidia Earnings Loom as Tariff Concerns Drive Dow 800 Points Lower
↗
February 23, 2026
AI jitters, tariff shock, and looming Nvidia results have investors fleeing growth for perceived safety, today, Feb. 23, 2026.
Via
The Motley Fool
Topics
Artificial Intelligence
Government
Stocks
American Express Hits Dow Jones On AI Doomsday 'Work Of Fiction'
↗
February 23, 2026
American Express stock led the Dow Jones Industrial Average lower as markets gave credence to Citrini Research's 2027 AI recession scenario.
Via
Investor's Business Daily
Topics
Artificial Intelligence
Economy
Stocks
PayPal Has Attracted Takeover Interest. Does That Make PYPL Stock a Buy Here?
February 23, 2026
PayPal stock extends gains on reports that digital payments giant has attracted buyout interest. Here’s why a potential takeover would be bullish for PYPL shares.
Via
Barchart.com
Why Is Wells Fargo Saying There’s A ‘Unique Opportunity’ To Buy American Express Stock?
↗
February 23, 2026
Citrini Research on Monday discussed hypothetical scenarios of artificial intelligence impacting markets and the global economy in a report on Monday.
Via
Stocktwits
Topics
Artificial Intelligence
Credit Cards
Economy
Trade Wars Are Flaring Again. What It Means for Investors
↗
February 23, 2026
U.S. trade policy was thrown into chaos following the Supreme Court's decision last Friday.
Via
The Motley Fool
Topics
Government
Stocks
World Trade
Why American Express Plunged Today
↗
February 23, 2026
AI disruption fears collided with hawkish Fed comments, sending financial stocks into a tailspin.
Via
The Motley Fool
Topics
Artificial Intelligence
Credit Cards
Economy
Which S&P500 stocks have an unusual volume on Monday?
↗
February 23, 2026
Via
Chartmill
Which S&P500 stocks are moving on Monday?
↗
February 23, 2026
Via
Chartmill
Move Over, Apple: Berkshire Hathaway Is on Track to Have a New No. 1 Holding Following Warren Buffett's Retirement
↗
February 23, 2026
A company once described as an "indefinite" holding by Warren Buffett, which has been continuously held since 1991, may soon be Berkshire's largest investment.
Via
The Motley Fool
Topics
Artificial Intelligence
Retirement
Q4 Earnings Highs And Lows: American Express (NYSE:AXP) Vs The Rest Of The Credit Card Stocks
February 22, 2026
Let’s dig into the relative performance of American Express (NYSE:AXP) and its peers as we unravel the now-completed Q4 credit card earnings season.
Via
StockStory
Topics
Credit Cards
The 1 Stock I'd Buy Before American Express Right Now
↗
February 21, 2026
American Express and Visa are excellent stocks to buy and hold, but Visa gets the edge.
Via
The Motley Fool
Topics
Credit Cards
The Smartest Dividend Stocks to Buy With $5,000 Right Now
↗
February 20, 2026
These two dividend stocks are poised to deliver high cash flow and long-term gains for patient shareholders.
Via
The Motley Fool
Topics
Credit Cards
2 Dividend Stocks to Buy With $1,000 and Hold Forever
↗
February 20, 2026
These two Buffett stocks are solid and reliable.
Via
The Motley Fool
Topics
Credit Cards
Bill Gates Has Nearly 30% of His $36.6 Billion Portfolio Invested in One of Warren Buffett's Favorite Stocks
↗
February 20, 2026
Nearly $11 billion of the Gates Foundation's portfolio is parked in a single stock.
Via
The Motley Fool
3 Predictions for American Express in 2026
↗
February 19, 2026
The stock had another fantastic year in 2025, rising 25%.
Via
The Motley Fool
Topics
Credit Cards
Earnings
Economy
Where Will American Express (AXP) Stock Be in 2030?
↗
February 19, 2026
The financial services giant has a bright future.
Via
The Motley Fool
Topics
Credit Cards
Economy
Government
In a Vote of Confidence for Apple Stock, It Is Berkshire Hathaway's Biggest Investment as Warren Buffett Steps Down as CEO
↗
February 18, 2026
Yes, Berkshire trimmed some Apple stock in Q4. But the selling slowed significantly.
Via
The Motley Fool
2 Volatile Stocks with Exciting Potential and 1 We Turn Down
February 17, 2026
Market swings can be tough to stomach, and volatile stocks often experience exaggerated moves in both directions. While many thrive during risk-on environments, many also struggle to maintain investor...
Via
StockStory
NYT Stock Is Rallying After-Hours – What Is The Berkshire Hathaway Connection?
↗
February 17, 2026
Berkshire bought 5.07 million shares of NYT in the fourth quarter of 2025, as per TheFly.
Via
Stocktwits
Topics
Earnings
The White House Is Threatening Card Issuers Again. Time to Buy Bank Stocks?
↗
February 17, 2026
Financial stocks are down partly due to Trump's calls for a cap on card interest rates.
Via
The Motley Fool
Topics
Credit Cards
Economy
Government
This $750,000 Stock Could Be Your Ticket to Millionaire Status
↗
February 17, 2026
The stock has averaged annual gains of about 20% for decades -- though its growth has slowed a bit.
Via
The Motley Fool
Topics
Retirement
1 Oversold Stock Set for a Comeback and 2 We Question
February 16, 2026
The past year hasn't been kind to the stocks featured in this article. Each has tumbled to their lowest points in 12 months, leaving investors to decide whether they're witnessing fire sales or falling...
Via
StockStory
Topics
Supply Chain
The Best Warren Buffett Stocks to Buy With $1,000 Right Now
↗
February 16, 2026
These two Warren Buffett stocks can deliver compelling long-term returns for patient investors.
Via
The Motley Fool
Topics
Artificial Intelligence
Credit Cards
If I Could Only Buy and Hold a Single Stock, This Would Be It.
↗
February 16, 2026
This one stock provides exposure to many other stocks representing multiple sectors.
Via
The Motley Fool
Topics
ETFs
2 Cash-Producing Stocks to Own for Decades and 1 That Underwhelm
February 15, 2026
A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.
Via
StockStory
Topics
Supply Chain
3 Warren Buffett Stocks to Buy Hand Over Fist in February
↗
February 15, 2026
Even the Oracle of Omaha's picks can go "on sale" every now and then.
Via
The Motley Fool
Topics
Artificial Intelligence
Credit Cards
< Previous
1
2
3
4
5
6
7
8
9
...
99
100
Next >
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.