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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
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Charles Schwab
(NY:
SCHW
)
101.58
-0.27 (-0.27%)
Streaming Delayed Price
Updated: 1:29 PM EST, Dec 26, 2025
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Press Releases about Charles Schwab
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NetworkNewsBreaks – Datavault AI Inc. (NASDAQ: DVLT) CEO Highlights Palantir Military Contracts, AI Monetization, and Rising Global Scrutiny
December 23, 2025
Via
Investor Brand Network
Topics
Artificial Intelligence
Charles Schwab to Match U.S. Government’s $1,000 Contribution to Trump Accounts for Employees’ Children
December 23, 2025
From
The Charles Schwab Corporation
Via
Business Wire
Atomic Minerals Lists on OTCQB, Enters into Marketing Services Agreement and Reports Results of AGM
December 19, 2025
Vancouver, British Columbia--(Newsfile Corp. - December 19, 2025) - Atomic Minerals Corporation (TSXV: ATOM) (FSE: D08) (OTCQB: ATMMF) ("Atomic Minerals" or the...
Via
Newsfile
MergersandAcquisitions.net Unveils New Research Report on Advertising & Marketing Services M&A Activity and Valuation Trends
December 19, 2025
Via
Press Release Distribution Service
Schwab Center for Financial Research Reveals Its 2026 Market Outlook
December 17, 2025
From
The Charles Schwab Corporation
Via
Business Wire
Schwab Announces Its Winter Business Update
December 16, 2025
From
The Charles Schwab Corporation
Via
Business Wire
Schwab Announces Latest Enhancements to Trading Experience
December 15, 2025
From
The Charles Schwab Corporation
Via
Business Wire
Schwab Reports Monthly Activity Highlights
December 12, 2025
From
The Charles Schwab Corporation
Via
Business Wire
Schwab Trading Activity Index™: STAX Score Continues Upswing for Sixth Consecutive Month
December 08, 2025
From
The Charles Schwab Corporation
Via
Business Wire
Datavault AI Inc. (NASDAQ: DVLT) CEO Featured in Interview Noting AI Growth, Challenges
December 04, 2025
Via
Investor Brand Network
Topics
Artificial Intelligence
In Midnight Blues, Love Is a Weapon, and Desire Comes at a Price K. Briar’s bold new fantasy romance delivers a dangerous dance of power, passion, and peril.
December 01, 2025
Via
AB Newswire
Award-Winning Santa Barbara Wealth Advisor Featured in International Business Journal
November 24, 2025
Via
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Non-Supply/Demand Factors Affecting Gold Prices: IRA Report Released
November 24, 2025
Via
Press Release Distribution Service
Topics
Economy
Retirement
Datavault AI Inc. (NASDAQ: DVLT) CEO Featured in Interview Highlighting Vision for Ethical, Accessible and Monetizable Artificial Intelligence
November 21, 2025
Via
Investor Brand Network
Topics
Artificial Intelligence
Economy
TechMediaBreaks – QuoteMedia, Inc. (OTCQB: QMCI) Reports 10 Percent Q3 Revenue Growth and Secures Major New Contracts
November 17, 2025
Via
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Empowering Women to Live Fearlessly in Retirement: Duncan Wealth Management Officially Launches
November 14, 2025
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Topics
Retirement
DefenseNewsBreaks – Datavault AI Inc. (NASDAQ: DVLT) CEO Discusses Stablecoin Adoption and Market Outlook on Schwab Network
November 14, 2025
Via
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Topics
Artificial Intelligence
Economy
Schwab Reports Monthly Activity Highlights
November 14, 2025
From
The Charles Schwab Corporation
Via
Business Wire
Charles Schwab Celebrates More Than Ten Years of Employee Skills-Based Volunteerism, Surpassing $4 Million in Pro Bono Community Investments
November 12, 2025
From
The Charles Schwab Corporation
Via
Business Wire
Schwab Trading Activity Index™: STAX Score Is Up for Fifth Consecutive Month in October
November 10, 2025
From
The Charles Schwab Corporation
Via
Business Wire
Most ETF Investors Can Envision Moving to ETF-Only Portfolios With Half Saying It Could Be in the Next Five Years
November 06, 2025
From
The Charles Schwab Corporation
Via
Business Wire
Charles Schwab to Acquire Forge Global, Creating Premier Destination to Democratize Access to Private Markets
November 06, 2025
From
The Charles Schwab Corporation
Via
Business Wire
Gem Miner’s Holiday Show Kicks Off Holiday Shopping Season!
November 05, 2025
LEBANON, Pa., Nov. 5, 2025 (SEND2PRESS NEWSWIRE) -- The GEM MINER'S Holiday Show, produced by MAGMA, the Mid-Atlantic's premium Gem, Jewelry, Bead, Mineral and Arts and Crafts Show, will be conducting...
Via
Send2Press
Schwab Advisor Services Expands Schwab Advisor ProDirect™ Program, Bringing Membership Benefits to Current Clients
November 04, 2025
From
The Charles Schwab Corporation
Via
Business Wire
Traders Remain Cautiously Bullish, with Concerns About the Political Landscape, a Potential Market Correction, and Stagflation
October 30, 2025
From
The Charles Schwab Corporation
Via
Business Wire
Crowdfund.co Improves Accredited Investor Verification for Reg D Offerings with Streamlined Software Tools
October 29, 2025
Via
Press Release Distribution Service
Topics
Regulatory Compliance
Charles Schwab Provides 1+ Million Meals and Nonprofit Grants During Annual Season of Giving
October 29, 2025
From
The Charles Schwab Corporation
Via
Business Wire
MergersandAcquisitions.net Expands Advisory Network to Include Independent Sponsors and Family Offices
October 24, 2025
Via
Press Release Distribution Service
Schwab Declares Common Stock Dividend and Declares Preferred Stock Dividends
October 23, 2025
From
The Charles Schwab Corporation
Via
Business Wire
2025 Modern Wealth Survey Shows American Investors Are Expanding Beyond Traditional Portfolios to Further Diversify and Help Find Success in Today’s Market
October 23, 2025
From
The Charles Schwab Corporation
Via
Business Wire
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