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home
about us
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Team Biographies
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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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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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
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Event Schedule
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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
)
342.65
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EST, Feb 19, 2026
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3 Reasons GBTG is Risky and 1 Stock to Buy Instead
December 16, 2025
American Express Global Business Travel has had an impressive run over the past six months as its shares have beaten the S&P 500 by 17.6%. The stock now trades at $7.92, marking a 31.5% gain. This was...
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December 16, 2025
Since December 2020, the S&P 500 has delivered a total return of 82.9%. But one standout stock has more than doubled the market - over the past five years, American Express has surged 218% to $377.95...
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December 16, 2025
Buffett has held these stocks for a long time; perhaps you should, too.
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Profit Powerhouse: Strong Earnings Outlook Defies Market Slips, Signaling Continued Bull Run for US Stocks
December 16, 2025
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Where Will American Express Be in 5 Years?
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December 16, 2025
With a total return of 238% in the past five years, this credit card giant has crushed the market.
Via
The Motley Fool
Topics
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Earnings
My Top 10 Stocks to Buy in 2025 Are Beating the Market by 8 Percentage Points. Should You Buy Them for 2026?
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December 16, 2025
They're beating the market, but not by a lot.
Via
The Motley Fool
Topics
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Q3 Earnings Outperformers: American Express Global Business Travel (NYSE:GBTG) And The Rest Of The Finance and HR Software Stocks
December 15, 2025
Wrapping up Q3 earnings, we look at the numbers and key takeaways for the finance and hr software stocks, including American Express Global Business Travel (NYSE:GBTG) and its peers.
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1 Mooning Stock to Own for Decades and 2 We Brush Off
December 14, 2025
The stocks in this article are all trading near their 52-week highs. This strength often reflects positive developments such as new product launches, favorable industry trends, or improved financial...
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Want to Start the New Investing Year Off Right? 3 Warren Buffett-Inspired Moves to Make Before 2026
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December 13, 2025
Now is the perfect time to prepare for a new investing year.
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My Top 10 Stocks to Buy for 2026
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December 13, 2025
These players are well-positioned to potentially gain next year -- and over time.
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Why Clear Secure Stock Rocketed 13% Higher Today
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December 12, 2025
One pundit tracking the company feels it has a clear path to growth in the near future.
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JPMorgan Upgrades YOU Stock On Amex Renewal Optimism – How Far Is The New Price Target?
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December 12, 2025
Clear Secure, known for its airport identity-verification platform, has drawn high short interest compared to other companies in JPMorgan’s small-cap internet and gaming coverage universe.
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Earnings Season Surprises: Key Companies Exceeding or Missing Expectations and Their Market Reactions
December 12, 2025
The third-quarter 2025 earnings season, largely drawing to a close in November, painted a complex picture of corporate America's health. While a significant majority of S&P 500 companies managed to...
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Dow and S&P 500 Soar to Unprecedented Heights Amidst Economic Optimism
December 11, 2025
New York, NY – December 11, 2025 – The financial markets concluded today with a historic flourish as both the Dow Jones Industrial Average (DJIA) and the S&P 500 index surged to new all-time record...
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An Anthropic IPO Could Be Here Sooner Than We Thought!
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December 11, 2025
We've seen some sky-high valuations among AI companies lately, and it appears that Anthropic wants to use investor optimism to go public as early as next year.
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Q3 2025 Earnings Season: AI Fuels Growth Amidst Cautious Consumer and Shifting Monetary Tides
December 11, 2025
The third quarter of 2025 earnings season has largely concluded, revealing a financial landscape marked by robust corporate performance, predominantly propelled by the transformative power of...
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Amex vs. Visa: Which Blue-Chip Stock Is the Better Buy for 2026?
December 11, 2025
Both are great long-term fintech investments, but one has an upper hand.
Via
Barchart.com
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Credit Cards
1 Large-Cap Stock for Long-Term Investors and 2 Facing Challenges
December 10, 2025
Large-cap stocks are known for their staying power and ability to weather market storms better than smaller competitors. However, their sheer size makes it more challenging to maintain high growth...
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"I Make Music Not Excuses" Journal by Anthony Clint Jr. Becomes International Amazon Best Seller, Empowering Music Creators Worldwide
December 10, 2025
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Euronet Worldwide (EEFT) Stock Is Up, What You Need To Know
December 10, 2025
Shares of financial technology provider Euronet Worldwide (NASDAQ:EEFT) jumped 2.6% in the afternoon session after the company made a push into credit card issuing and flexible payment products with...
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CUMBERLAND FARMS UNBOXES 12 DAYS OF CUMBY'S WITH BIGGER PRIZES, BIGGER ENERGY AND NONSTOP HOLIDAY FUN
December 09, 2025
December 9, 2025 -- Comment on brands Instagram posts to donate a meal to families through the YMCA
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Here's How Much You Would Have Made Owning American Express Stock In The Last 20 Years
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December 08, 2025
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The Smartest Dividend Stocks to Buy With $1,000 Right Now
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December 08, 2025
These three dividend stocks are poised to rally in the new year.
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3 Big Reasons to Love Ameriprise Financial (AMP)
December 07, 2025
Over the last six months, Ameriprise Financial’s shares have sunk to $477.07, producing a disappointing 7.9% loss - a stark contrast to the S&P 500’s 14.1% gain. This may have investors wondering how...
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3 Stocks That Could Create Lasting Generational Wealth
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December 07, 2025
Berkshire Hathaway, American Express, and Alphabet are all solid long-term investments.
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Warren Buffett Is Sending a Clear Warning As 2026 Approaches: 3 Things Investors Should Do
↗
December 07, 2025
Buffett's actions speak volumes.
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The Digital Dinner Table: How Tech is Reshaping Restaurant Discovery and the Future of Dining
December 06, 2025
The culinary world is undergoing a profound transformation, driven by an unprecedented surge in digital innovation. What began as simple online directories has, by December 2025, evolved into a...
Via
MarketMinute
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Artificial Intelligence
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American Express, Parker-Hannifin, Rocket Companies And An Energy Stock On CNBC's 'Final Trades'
↗
December 05, 2025
On CNBC's "Halftime Report Final Trades," Kari Firestone, co-founder of Aureus Asset Management, named American Express as her final trade.
Via
Benzinga
3 Market-Beating Stocks to Target This Week
December 04, 2025
The best-performing stocks typically have robust sales growth, increasing margins, and rising returns on capital, and those that can maintain this trifecta year in and year out often become the legends...
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StockStory
1 Russell 2000 Stock on Our Watchlist and 2 We Question
December 03, 2025
The Russell 2000 (^RUT) is packed with potential breakout stocks, thanks to its focus on smaller companies with high growth potential. However, smaller size also means these businesses often lack the...
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StockStory
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