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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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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
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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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RSVP-Signup Form
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American Express
(NY:
AXP
)
342.46
UNCHANGED
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Updated: 7:00 PM EDT, Jun 25, 2026
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Unpacking Q4 Earnings: Visa (NYSE:V) In The Context Of Other Credit Card Stocks
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3 Reasons This Warren Buffett Favorite AI Stock Could Soar Over the Next 10 Years
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April 07, 2026
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Credit at the Breaking Point: Rising Debt and Sticky Inflation Squeeze the American Consumer
April 07, 2026
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The $35.3 Billion Capital One-Discover Merger: A New Era of Vertical Integration in U.S. Payments
April 03, 2026
The $35.3 billion acquisition of Discover Financial Services (NYSE: DFS) by Capital One Financial Corp. (NYSE: COF) stands as the most consequential banking consolidation of the post-2008 era....
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1 Unstoppable Dividend Stock to Buy and Hold for a Decade
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April 02, 2026
One fast-growing financial giant has seen its stock slide this year, setting up a compelling opportunity for investors with a long-term horizon.
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The Giant’s Return: How the Capital One-Discover Merger Signaled the Great M&A Resurgence
April 02, 2026
The landscape of corporate America has shifted decisively over the past 24 months, marking the definitive return of the "megadeal." After a period of stagnation caused by high interest rates and...
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American Express, Resy and Chef’s Table Announce Expansive Partnership to Transform Culinary Storytelling Into Real-World Dining Experiences
April 02, 2026
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3 Software Stocks That Concern Us
April 02, 2026
Software is rapidly reducing operating expenses for businesses. This secular theme makes SaaS companies attractive investment candidates but also comes with ...
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Wall Street Overlooked This Industrial Stock. Down 14%, It's Now a Forever Buy.
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March 31, 2026
Illinois Tool Works doesn't toil in anonymity, but it's also not the apple of Wall Street's eye when it comes to industrial stocks -- and that's all right.
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What to Expect From American Express’ Next Quarterly Earnings Report
March 31, 2026
American Express Company is gearing up to report its first-quarter results next month, with analysts expecting a steady, single-digit rise in earnings.
Via
Barchart.com
Topics
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American Express Named the Official Payments Partner of the National Football League
March 30, 2026
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Can Capital One Prove Itself in 2026?
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March 29, 2026
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3 Things Every American Express Investor Needs to Know
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March 27, 2026
Who's signing up for $695 credit cards in 2026? The answer might surprise you.
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Yields of Steel: 10-Year Treasury Hits 4.41% as "Higher for Longer" Reality Rattles Markets
March 27, 2026
The US financial landscape has been jolted this week as the benchmark 10-year Treasury yield climbed and held firm at 4.41%, a level that signals a definitive end to the brief optimism of early 2026....
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$1000 Invested In American Express 10 Years Ago Would Be Worth This Much Today
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March 26, 2026
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Deep Dive: Braze (BRZE) Q4 Beat and the $100M Buyback Signal a New Era of Profitability
March 26, 2026
By Financial Analyst Team | Published March 26, 2026 Introduction In the rapidly evolving landscape of customer engagement, few companies have demonstrated the resilience and technical agility of Braze...
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Initial Public Offering
American Express and STAUD Launch Limited-Edition Collection to Celebrate 60 Years of the Gold Card
March 26, 2026
From
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Business Wire
American Express Chairman and CEO Stephen J. Squeri Highlights the Company’s 2025 Performance and Position of Strength in an AI-Powered World in Letter to Shareholders
March 25, 2026
From
American Express Company
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Business Wire
American Express Launches New Graphite™ Business Cash Unlimited Card, Kicking Off the Most Significant Year for Commercial Product Expansion in Company History
March 25, 2026
From
American Express
Via
Business Wire
American Express Unveils New Graphite™ Business Cash Unlimited Card, Rewarding Business Owners with Unlimited 2% Cash Back
March 25, 2026
From
American Express
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Business Wire
Capital One’s $5.15 Billion Brex Acquisition: A New Era of AI-Driven B2B Dominance
March 24, 2026
In a move that fundamentally reshapes the landscape of corporate finance, Capital One Financial Corp. (NYSE: COF) has finalized its acquisition of Brex, the pioneer of modern corporate spend...
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If You Only Own Tech Stocks, Jim Cramer Has a Blunt Warning for You in 2026
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March 23, 2026
CNBC commentator Jim Cramer sees value in the artificial intelligence (AI) realm beyond the technology sector.
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AI Doomsday: Why 1 Crashing Crypto Could Be a Once-in-a-Decade Buying Opportunity
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March 23, 2026
It's a valuable exercise thinking through what could happen as a new technology becomes adopted.
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Workforce
Unpacking Q4 Earnings: American Express Global Business Travel (NYSE:GBTG) In The Context Of Other Finance and HR Software Stocks
March 22, 2026
Wrapping up Q4 earnings, we look at the numbers and key takeaways for the finance and hr software stocks, including American Express Global Business Travel (...
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American Express Stock Is Cheap, But Does That Make It a Buy Now?
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March 21, 2026
It's been affected by investor fears of AI disruption.
Via
The Motley Fool
Topics
Artificial Intelligence
Credit Cards
1 Reason Now Is a Great Time to Buy American Express Stock
↗
March 21, 2026
Shares of this high-quality business are 22% off their peak.
Via
The Motley Fool
Topics
Artificial Intelligence
Credit Cards
Economy
My Top 3 Dividend Stocks for March 2026
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March 21, 2026
One of these stocks offers a double-digit percentage yield.
Via
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Could Buying Visa (V) Today Set You Up for Life?
↗
March 20, 2026
The card payments leader is still a reliable long-term investment.
Via
The Motley Fool
Topics
Credit Cards
Economy
Initial Public Offering
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