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home
about us
Investment Approach
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Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
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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
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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
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
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American Express
(NY:
AXP
)
302.00
+0.09 (+0.03%)
Official Closing Price
Updated: 7:00 PM EDT, Mar 24, 2026
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All News about American Express
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What Happens if You Invest $500 in This Stock and Hold It for 10 Years? (Hint: Warren Buffett Will Be Very Interested in the Answer)
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February 04, 2026
The stock has averaged annual gains of nearly 14% over the past decade.
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February 03, 2026
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February 03, 2026
Credit cards have been in the news a lot lately.
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BILL, American Express Global Business Travel, and DigitalOcean Shares Are Falling, What You Need To Know
February 03, 2026
A number of stocks fell in the afternoon session after fears of disruption from artificial intelligence spooked investors, leading to a broad-based sell-off.
Via
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American Express Co (NYSE:AXP) Reports Mixed Q4 2025 Results, Shares Dip on Revenue Miss
↗
January 30, 2026
Via
Chartmill
Golabs Collaborates with Denago EV at the 67th Annual American Express PGA Tour
February 03, 2026
February 3, 2026 -- Golabs proudly announces its collaboration with Denago EV at the 67th annual American Express PGA Tour, marking a meaningful milestone in Golabs' continued expansion into brand...
Via
24-7 Press Release
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1 Volatile Stock Worth Your Attention and 2 We Avoid
February 02, 2026
Volatility cuts both ways - while it creates opportunities, it also increases risk, making sharp declines just as likely as big gains. This unpredictability can shake out even the most experienced...
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StockStory
Mastercard's 2026 Earnings: Growth Surges as Digital Payments Enter a New Era
February 02, 2026
On January 29, 2026, Mastercard Inc. (NYSE:MA) reported fourth-quarter and full-year 2025 financial results that comfortably surpassed Wall Street expectations, signaling that the global consumer...
Via
MarketMinute
Topics
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Earnings
Economy
Visa Q1 2026 Earnings: Resilient Consumer Spending and Digital Innovation Drive Growth
February 02, 2026
The global payments landscape showed remarkable durability in the face of shifting macroeconomic winds as Visa (NYSE: V) reported its fiscal first-quarter 2026 earnings. Surpassing Wall Street...
Via
MarketMinute
Topics
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Economy
World Trade
Why These 2 Stocks Remain My Top Stocks to Buy for 2026 and Beyond
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February 02, 2026
Apple's surging iPhone sales and Berkshire's $378 billion cash hoard make a nice pair as an anchor for my portfolio in 2026.
Via
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Topics
Artificial Intelligence
The American Consumer’s Bulletproof Balance Sheet: Visa and Mastercard Signal Resilience Amid Regulatory Storm Clouds
February 02, 2026
As of early February 2026, the resilience of the U.S. consumer has once again defied the skeptics. Despite years of fluctuating interest rates and persistent concerns over a cooling labor market, the...
Via
MarketMinute
Topics
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Fraud
Top 5 MarketRank™ Stocks Backed by Analysts and Big Institutions
↗
February 02, 2026
Via
MarketBeat
American Express Stumbles On Future Growth As New Card Sign-Ups Lose Steam
↗
February 02, 2026
American Express Co (NYSE: AXP) shares lose 2% despite Platinum Card refresh, analyst maintains Sell rating with $328 target due to weak business trends.
Via
Benzinga
WeChange Launches Across 190+ Countries to Expand Crypto Access Worldwide
February 02, 2026
Budapest, Hungary, 2nd February 2026, ZEX PR WIRE— WeChange, a noncustodial global crypto onramp, announces the official launch of its noncustodial fiat-to-crypto on-ramp, designed to simplify how...
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Zexprwire
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Warsh’s Fed Pick Triggers a Metals Faceplant
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February 02, 2026
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Economy
3 Value Stocks We Approach with Caution
February 01, 2026
Value stocks typically trade at discounts to the broader market, offering patient investors the opportunity to buy businesses when they’re out of favor. The key risk, however, is that these stocks are...
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2 No-Brainer Warren Buffett Stocks to Buy Right Now
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February 01, 2026
You can take a set-it-and-forget-it approach with these two industry leaders.
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Is GameStop the Next Berkshire Hathaway?
↗
February 01, 2026
Since becoming CEO, Ryan Cohen has redefined GameStop's business and invested company funds outside of retailing.
Via
The Motley Fool
I Predicted This Former Buffett Stock Would Outperform Every Other Buffett Stock in 2025. I Was Right.
↗
January 31, 2026
It remains a compelling investment.
Via
The Motley Fool
The Platinum Moat: American Express Projects Record 2026 Profits as High-End Spending Defies Economic Gravity
January 30, 2026
The Platinum Moat: American Express Projects Record 2026 Profits as High-End Spending Defies Economic Gravity On January 30, 2026, American Express (NYSE:AXP) delivered a powerful signal of confidence...
Via
MarketMinute
Topics
Credit Cards
Earnings
Economy
Visa Defies Economic Gravity: Resilient Consumer Spending Drives Strong Start to Fiscal 2026
January 30, 2026
SAN FRANCISCO — In a financial climate marked by fluctuating consumer sentiment and persistent inflationary pressures, payments giant Visa Inc. (NYSE: V) has once again demonstrated its role as a...
Via
MarketMinute
Topics
Earnings
Economy
Fraud
American Express (AXP) Q4 2025 Earnings Call Transcript
↗
January 30, 2026
American Express (AXP) Q4 2025 Earnings Call Transcript
Via
The Motley Fool
Topics
Earnings
Resilient Consumer Spending Propels Mastercard to Record Highs: A Look at the 2025 Year-End Performance
January 30, 2026
The global financial landscape at the start of 2026 remains a study in contradictions, yet for Mastercard (NYSE: MA), the narrative is one of undeniable strength. Following its fourth-quarter earnings...
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Economy
American Express Signals Affluent Resilience with 16% Dividend Hike and Record 2025 Results
January 30, 2026
American Express (NYSE: AXP) shares surged today as the financial services giant capped off a record-breaking 2025 with a bold 16% increase in its quarterly dividend, signaling unwavering confidence in...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Fraud
Visa Defies Economic Jitters with Record Q1 Results as Value-Added Services Fuel Growth
January 30, 2026
In a week marked by turbulent consumer sentiment and shifting macroeconomic forecasts, Visa Inc. (NYSE: V) delivered a resounding vote of confidence in the global economy. Reporting its fiscal...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
American Express (NYSE:AXP) Misses Q4 CY2025 Sales Expectations
January 30, 2026
Global payments company American Express (NYSE:AXP) missed Wall Street’s revenue expectations in Q4 CY2025, but sales rose 10.6% year on year to $17.57 billion. Its GAAP profit of $3.53 per share was...
Via
StockStory
Topics
Artificial Intelligence
Supply Chain
American Express Reports Full-Year and Fourth-Quarter 2025 Financial Results
January 30, 2026
From
American Express Company
Via
Business Wire
3 Reasons Berkshire Hathaway Can Thrive in Its Post-Buffett Era
↗
January 30, 2026
The loss of the "Buffett premium" has put the shares on sale.
Via
The Motley Fool
Topics
Credit Cards
American Express Gears Up For Q4 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts
↗
January 30, 2026
Via
Benzinga
Mastercard Surges as Q4 Earnings Smash Estimates; Resilient Consumer Spending Ignites Payment Sector Rally
January 29, 2026
Mastercard Incorporated (NYSE: MA) shares climbed nearly 3% on Thursday, January 29, 2026, after the payments giant delivered a robust fourth-quarter earnings report that handily outpaced Wall Street...
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Earnings
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