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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
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Back Dated Performance Reports
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TAV Program
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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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Event Schedule
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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
)
340.98
-1.48 (-0.43%)
Streaming Delayed Price
Updated: 10:21 AM EDT, Jun 26, 2026
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Warren Buffett's Berkshire Hathaway Is Doubling Its Money in Coca-Cola, American Express, and Moody's Every 21 to 30 Months -- Here's How
↗
March 20, 2026
Time and dividends are a recipe for profit that the Oracle of Omaha placed his faith in for decades.
Via
The Motley Fool
Credit Card Stocks Q4 Earnings Review: Bread Financial (NYSE:BFH) Shines
March 19, 2026
Let’s dig into the relative performance of Bread Financial (NYSE:BFH) and its peers as we unravel the now-completed Q4 credit card earnings season. Credit ca...
Via
StockStory
Topics
Credit Cards
Buy This Berkshire Hathaway Stock Now and Thank Yourself in a Decade
↗
March 19, 2026
Down 19% year to date, the sell-off in American Express is a buying opportunity.
Via
The Motley Fool
Delta Air Lines: The Premium Pivot and the Resilience of the ‘High-Net-Worth’ Traveler
March 18, 2026
As of March 18, 2026, the global aviation industry is grappling with a paradox: record-breaking travel demand clashing with an unprecedented spike in energy costs. At the center of this storm is Delta...
Via
Finterra
Topics
Economy
2 Stocks Down Between 22% and 51% to Buy Right Now
↗
March 18, 2026
Wall Street overreacted to short-term noise. Two Fool contributors explain why they're buying the dip.
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Airlines Take Flight While Oil Burns: Markets Edge Higher Amid Middle East Tensions
↗
March 18, 2026
Via
Chartmill
1 Top Dividend Stock to Buy With Double-Digit Dividend and Earnings Growth
↗
March 17, 2026
Following a recent pullback, this stock offers investors an attractive entry point into a lucrative business with accelerating momentum and aggressive capital returns.
Via
The Motley Fool
Topics
Credit Cards
Delta Air Lines Just Broke Above Its 200-Day Moving Average. Should You Buy DAL Stock Here?
March 17, 2026
Delta Air Lines stock rallied on raised revenue guidance for Q1. Here’s why DAL shares remain worth owning in 2026.
Via
Barchart.com
The Best Warren Buffett Stocks to Buy With $900 Right Now
↗
March 17, 2026
Use fractional shares to put $100 on each of these companies.
Via
The Motley Fool
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Delta’s Premium Hegemony: How the Airline Redefined Value in 2026
March 17, 2026
As of mid-March 2026, the traditional hierarchy of the U.S. aviation industry has been fundamentally rewritten. Delta Air Lines (NYSE:DAL) has emerged not merely as a carrier, but as a premium...
Via
MarketMinute
Topics
Economy
The Premium Architect: A Deep-Dive Into Delta Air Lines (DAL) in 2026
March 17, 2026
Delta Air Lines (NYSE: DAL) enters mid-2026 in a position of distinct market leadership. While the broader airline sector often struggles with razor-thin margins and sensitivity to fuel price shocks,...
Via
Finterra
Topics
Credit Cards
ETFs
Economy
Did Robinhood Just Say "Checkmate" to American Express?
↗
March 16, 2026
Robinhood will soon roll out a new platinum credit card.
Via
The Motley Fool
Topics
Credit Cards
5 Must-Read Analyst Questions From American Express Global Business Travel’s Q4 Earnings Call
March 16, 2026
American Express Global Business Travel’s fourth quarter saw revenue growth driven by continued digital adoption and the integration of CWT, though the marke...
Via
StockStory
Topics
Artificial Intelligence
Earnings
3 Stocks Under $10 with Warning Signs
March 16, 2026
Stocks trading in the $1-10 range are generally smaller players with less risk than their penny stock counterparts. But that doesn’t mean the underlying busi...
Via
StockStory
Topics
Supply Chain
Is American Express Stock a Millionaire Maker?
↗
March 15, 2026
Shares of the premium credit card business have tanked 18% in 2026.
Via
The Motley Fool
Topics
Artificial Intelligence
Credit Cards
Earnings
The Best Warren Buffett Stocks to Buy With $1,000 Right Now
↗
March 15, 2026
The recent market turbulence has created some excellent bargains.
Via
The Motley Fool
Topics
Credit Cards
World Trade
3 Top Buffett Stocks to Buy and Hold for the Long Haul
↗
March 15, 2026
Warren Buffett focuses on stocks with solid fundamentals and vast moats, which explains why these three picks made his list.
Via
The Motley Fool
Topics
Artificial Intelligence
You Won't Believe How Much Money Berkshire Hathaway Gets From Moody's Dividends
↗
March 14, 2026
As the dividend grows, your yield over time grows, too.
Via
The Motley Fool
Alphabet vs. American Express: Which Warren Buffett Stock Is a Better Buy?
↗
March 14, 2026
Both companies are notable holdings in Berkshire Hathaway's portfolio, but one offers a more compelling mix of growth and durability.
Via
The Motley Fool
3 No-Brainer Warren Buffett Stocks to Buy Right Now
↗
March 13, 2026
Back up the truck with these Warren Buffett stocks
Via
The Motley Fool
Global Business Travel Group's CTO Sold Over 100,000 Company Shares. Is the Stock a Buy or Sell?
↗
March 13, 2026
This technology-driven B2B travel platform reported significant insider selling amid a year marked by a double-digit share price decline.
Via
The Motley Fool
Topics
Regulatory Compliance
Supply Chain
The Debt Ceiling at the Dinner Table: US Household Debt Hits $18.8 Trillion Amid 'Intentional Spending' Era
March 13, 2026
As of March 13, 2026, the American consumer is walking a precarious tightrope. Total US household debt has climbed to a staggering record of $18.8 trillion, according to the latest quarterly data,...
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Economy
1 Dow Jones Stock with Impressive Fundamentals and 2 That Underwhelm
March 13, 2026
The Dow Jones (^DJI) is made up of 30 of the most established and influential companies in the market. But even blue-chip stocks can struggle - some are deal...
Via
StockStory
Topics
Stocks
The $1.2 Trillion Wall: Corporate America Deploys Record Buybacks to Counter 2026 Market Volatility
March 12, 2026
As of March 12, 2026, the U.S. equity markets are witnessing an unprecedented "Buyback Boom," with S&P 500 corporations on track to authorize a record-breaking $1.2 trillion in share repurchases this...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
You Won't Believe How Much Money Berkshire Hathaway Gets From American Express Dividends
↗
March 12, 2026
The dividend yield is low right now, but that's deceptive.
Via
The Motley Fool
Greg Abel Has Over 60% of Berkshire Hathaway's Stock Portfolio Invested in 9 Forever Stocks
↗
March 11, 2026
Greg Abel's core holdings aren't quite the same as Buffett's forever stocks.
Via
The Motley Fool
Topics
Artificial Intelligence
Here's How Much You Would Have Made Owning American Express Stock In The Last 15 Years
↗
March 11, 2026
Via
Benzinga
Capital One (COF) Earnings Reflect Discovery Acquisition Success
March 11, 2026
MCLEAN, VA — Capital One Financial Corp (NYSE:COF) has signaled a definitive victory in its ambitious pursuit of Discover Financial Services, reporting strong operating results that validate the...
Via
MarketMinute
Topics
Credit Cards
Economy
1 Value Stock Worth Your Attention and 2 That Underwhelm
March 11, 2026
The low valuation multiples for value stocks provide a margin of safety that growth stocks rarely offer. However, the challenge lies in determining whether t...
Via
StockStory
K2 Integrity Enhances Technology Capabilities Through Acquisition of Leviathan Security Group
March 10, 2026
Via
PRLog
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