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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
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
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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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EVENTS
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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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Charles Schwab
(NY:
SCHW
)
94.52
+0.11 (+0.12%)
Official Closing Price
Updated: 7:00 PM EDT, Oct 31, 2025
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Press Releases about Charles Schwab
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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
MergersandAcquisitions.net Launches AI-Powered Deal Sourcing Platform for Independent Sponsors and Family Offices
October 17, 2025
Via
Press Release Distribution Service
Topics
Artificial Intelligence
Regulatory Compliance
Skin Savvy Aesthetics Welcomes Kelsey Schwab, BSN, RN, to Scottsdale Med Spa Team
October 16, 2025
Via
Press Release Distribution Service
Schwab Reports Record Revenue and Earnings
October 16, 2025
From
The Charles Schwab Corporation
Via
Business Wire
Schwab Stock Plan Services Launches Schwab Private Issuer Equity Services
October 08, 2025
From
The Charles Schwab Corporation
Via
Business Wire
Schwab Trading Activity Index™: STAX Score Keeps Rising in September
October 06, 2025
From
The Charles Schwab Corporation
Via
Business Wire
Robert Melle Joins the Wealth Management Team at Peapack Private
September 25, 2025
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
Via
NewMediaWire
Topics
Retirement
Robert Melle Joins the Wealth Management Team at Peapack Private
September 25, 2025
Via
TheNewswire.com
Topics
Retirement
Asheville Wealth Planning Advisors, Reliable Retirement Service Available
September 23, 2025
Via
Press Release Distribution Service
Topics
Retirement
Schwab Study: Equity Compensation Plays Major Role in Workers’ Retirement Plans and Financial Wellbeing
September 23, 2025
From
The Charles Schwab Corporation
Via
Business Wire
Schwab Announces Its Fall Business Update
September 18, 2025
From
The Charles Schwab Corporation
Via
Business Wire
Charles Schwab Announces Branch Network Expansion and the Addition of 400 Branch-Related Roles to Meet Increasing Client Needs and Fuel Further Growth
September 17, 2025
From
The Charles Schwab Corporation
Via
Business Wire
Schwab’s 2025 Independent Advisor Outlook Study: Trust, Talent and Technology Shaping the Next Era of Independent Advice
September 16, 2025
From
The Charles Schwab Corporation
Via
Business Wire
Schwab Reports Monthly Activity Highlights
September 15, 2025
From
The Charles Schwab Corporation
Via
Business Wire
Schwab Trading Activity Index™: STAX Score Continues Climb Amid August Enthusiasm
September 09, 2025
From
The Charles Schwab Corporation
Via
Business Wire
Charles Schwab Expands Global Business Footprint, German Research Team Supports European Investors
September 07, 2025
Via
Press Release Distribution Service
Topics
Bonds
Credit Cards
ETFs
Mike Milligan, Founder of 1 Oak Financial Interviewed on The Influential Entrepreneurs Podcast, Discussing Results Beyond Money
September 05, 2025
Via
Get News
Topics
Retirement
Mike Milligan, Founder of 1 Oak Financial Interviewed on The Influential Entrepreneurs Podcast, Discussing Results Beyond Money
September 05, 2025
Mike Milligan discusses highlights of results beyond money Listen to the interview on the Business Innovators Radio Network:...
Via
Authority Press Wire
Topics
Retirement
Schwab IMPACT® 2025: Thirty-Five Years of Independence, Big Ideas, and Community
September 04, 2025
From
The Charles Schwab Corporation
Via
Business Wire
Celebrating Five Years of Investing in Future Advisors: Schwab’s RIATA Scholarship Program Recognizes 15 Promising Students in 2025
August 18, 2025
From
The Charles Schwab Corporation
Via
Business Wire
Schwab Reports Monthly Activity Highlights
August 14, 2025
From
The Charles Schwab Corporation
Via
Business Wire
Schwab Trading Activity Index™: Cautious Optimism in July as STAX Score Edges Upward
August 04, 2025
From
The Charles Schwab Corporation
Via
Business Wire
On the 30th anniversary of the Netscape IPO the inventor of the banner ad warns: "Trouble ahead."
August 01, 2025
Via
PRLog
Topics
Artificial Intelligence
Economy
Initial Public Offering
Bullish Sentiment Rebounds Even as More Than Half of Traders Believe the Market is Over-Valued
July 30, 2025
From
The Charles Schwab Corporation
Via
Business Wire
Schwab Study: Retirement Confidence Dips Amid Inflation Concerns; Savers Respond by Cutting Personal Spending While Maintaining 401(k) Contributions
July 29, 2025
From
The Charles Schwab Corporation
Via
Business Wire
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