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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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
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
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Charles Schwab
(NY:
SCHW
)
90.88
+1.44 (+1.61%)
Official Closing Price
Updated: 7:00 PM EDT, May 15, 2026
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Press Releases about Charles Schwab
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Schwab Reports Monthly Activity Highlights
May 14, 2026
From
The Charles Schwab Corporation
Via
Business Wire
Charles Schwab Employees Mobilize to Support Local Communities During Volunteer Week
May 11, 2026
From
The Charles Schwab Corporation
Via
Business Wire
Charles Schwab Launches AI-Powered Capability That Helps Investors Understand Portfolio Performance and Market Activity
May 05, 2026
From
The Charles Schwab Corporation
Via
Business Wire
Schwab Announces Redemption of All Outstanding Depositary Shares Representing Interests in Its 4.000% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series I
May 04, 2026
From
The Charles Schwab Corporation
Via
Business Wire
Schwab Trading Activity Index™: STAX Score Drops in April as Retail Clients Cut Tech Exposure
May 04, 2026
From
The Charles Schwab Corporation
Via
Business Wire
Schwab Marks Second Annual National Investing Day with Industry and Community Partners
May 01, 2026
From
The Charles Schwab Corporation
Via
Business Wire
Early Start, Long-Term Mindset: Teens Increasingly Interested in Investing
April 28, 2026
From
The Charles Schwab Corporation
Via
Business Wire
Mace Moad Analyzes 2026 Market Volatility Amid Tech Leadership Shifts and a $13 Billion DeFi Disruption
April 27, 2026
Via
BusinesNews Wire
Topics
Economy
Stocks
Schwab Declares Quarterly Common Stock Dividend and Declares Preferred Stock Dividends
April 23, 2026
From
The Charles Schwab Corporation
Via
Business Wire
New Book Reveals Why Clinical Skills Alone Aren't Enough in Modern Dentistry
April 22, 2026
Via
PRLog
Chemical M&A Activity Shifts Toward Specialty Segments Amid Market Realignment
April 17, 2026
Via
Press Release Distribution Service
Crypto News: Ethereum Based Pepeto Funds Update $9.12 Million While the Ethereum Price Points Toward New ATH
April 16, 2026
Over $9.12 million flowed into the Pepeto presale after the latest stage sold out, a pace no other token has
Via
First Publisher
Charles Schwab Announces Details of Spot Crypto Trading Launch
April 16, 2026
From
The Charles Schwab Corporation
Via
Business Wire
Client Growth & Engagement Drive Record Schwab 1Q Results
April 16, 2026
From
The Charles Schwab Corporation
Via
Business Wire
Crypto News: Pepeto Reveals DeFi Update And Ethereum Price Aims Higher as Bull Run Signals Build
April 15, 2026
Ethereum based crypto Pepeto announces continuous advancement of the Defi tools, tools that aim to revolutionize the whole Defi space,
Via
First Publisher
Topics
ETFs
Economy
Government
Charles Schwab Invites the Industry to Come Together for National Investing Day
April 14, 2026
From
The Charles Schwab Corporation
Via
Business Wire
Peapack Capital Promotes Roz Ostler to Senior Vice President, Head of Asset Management
April 13, 2026
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
Via
NewMediaWire
Peapack Capital Promotes Roz Ostler to Senior Vice President, Head of Asset Management
April 13, 2026
BEDMINSTER, NJ - April 13, 2026 (NEWMEDIAWIRE) - Peapack-Gladstone Financial Corporation (NASDAQ Global Select Market: PGC) and Peapack Private Bank & Trust are pleased to announce the promotion of Roz...
Via
TheNewswire.com
Schwab Trading Activity Index™: STAX Score Sees Steepest Monthly Drop Since May 2025
April 06, 2026
From
The Charles Schwab Corporation
Via
Business Wire
Crypto News: Pepeto Reveals Defi Tools Set To Capture Bull Run Volume Confirmed By The $200,000 Bitcoin Price Target
April 05, 2026
Pepeto reveals the full set of its Defi tools, while every signal matches what showed up before Dogecoin turned ordinary
Via
First Publisher
Topics
ETFs
Economy
Government
Charles Schwab Foundation Commits $2 Million to Expand Access to Financial Education Through New Schwab Moneywise Momentum Grants
April 02, 2026
From
The Charles Schwab Corporation
Via
Business Wire
MergersandAcquisitions.net Releases Comprehensive Transportation & Logistics M&A Report Highlighting Consolidation and Private Equity Momentum
March 30, 2026
Via
Press Release Distribution Service
Topics
Economy
NetworkNewsBreaks – Greenland Energy Company (NASDAQ: GLND) Names Joe Moglia Executive Advisor
March 27, 2026
Via
Investor Brand Network
Introducing the Schwab Teen Investor™ Account
March 26, 2026
From
The Charles Schwab Corporation
Via
Business Wire
Coast Wealth Management Expands Fiduciary Retirement Planning Services Nationwide
March 26, 2026
Myrtle Beach-based fiduciary firm helps pre-retirees and retirees build structured retirement income plans and manage investments across South Carolina and nationwide.
Via
PRUnderground
Topics
Retirement
11 ETFs You Should Consider Investing In
March 24, 2026
The ETF industry has transformed investing, providing both retail and institutional investors with affordable and diversified access to global markets, sectors, and innovative strategies. ETFs now...
Via
PulseBulletin.com
Topics
Artificial Intelligence
Bonds
ETFs
Forge Global Named to Fast Company’s Annual List of the World’s Most Innovative Companies of 2026
March 24, 2026
From
Forge Global
Via
Business Wire
Mark Nation Named the #1 Global Thought Leader in Trust by Trust Across America – Trust Around the World
March 24, 2026
March 24, 2026 -- Nation Leadership Group CEO Recognized for Outstanding Leader Development Efforts in 2024-25
Via
24-7 Press Release
Schwab Announces Its Spring Business Update
March 19, 2026
From
The Charles Schwab Corporation
Via
Business Wire
M&A Advisory Platform Releases Travel, Hospitality & Leisure M&A Report Highlighting Strong Deal Activity as Global Travel Demand Surges
March 16, 2026
Via
Press Release Distribution Service
Topics
Economy
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