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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
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Charles Schwab
(NY:
SCHW
)
92.36
-2.11 (-2.23%)
Official Closing Price
Updated: 7:00 PM EDT, Mar 27, 2026
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Press Releases about Charles Schwab
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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
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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
Charles Schwab’s Money Talk Personal Finance Column Expands Bench of Expert Voices
March 16, 2026
From
The Charles Schwab Corporation
Via
Business Wire
Schwab Reports Monthly Activity Highlights
March 13, 2026
From
The Charles Schwab Corporation
Via
Business Wire
Schwab Trading Activity Index™: STAX Score Soared in February, Defying AI Panic
March 09, 2026
From
The Charles Schwab Corporation
Via
Business Wire
M&A Advisory Platform Releases Government, Defense & Public Sector Services M&A Report Highlighting Strong Federal-Driven Deal Flow
March 09, 2026
Via
Press Release Distribution Service
Topics
Economy
Schwab Announces Its Institutional Investor Day
March 04, 2026
From
The Charles Schwab Corporation
Via
Business Wire
Charles Schwab Completes Acquisition of Forge Global
March 02, 2026
From
The Charles Schwab Corporation
Via
Business Wire
Trader Bullishness Ticks Downward as Younger Traders Take a More Cautious Stance
February 26, 2026
From
The Charles Schwab Corporation
Via
Business Wire
MergersAndAcquisitions.net Releases Comprehensive Education M&A Industry Report Highlighting Consolidation Trends and Capital Deployment
February 25, 2026
Via
Press Release Distribution Service
M&A Advisory Firm Releases Pet Products M&A Report Highlighting Resilient Deal Activity and Premium Valuations
February 19, 2026
Via
Press Release Distribution Service
Charles Schwab Foundation Expands Partnership with Junior Achievement USA to Empower More Students with Financial Confidence
February 18, 2026
From
The Charles Schwab Corporation
Via
Business Wire
Mergers and Acquisitions Advisory Firm Releases Healthcare & Life Sciences M&A Report Highlighting Industry Trends
February 16, 2026
Via
Press Release Distribution Service
Schwab Reports Monthly Activity Highlights
February 13, 2026
From
The Charles Schwab Corporation
Via
Business Wire
MergersAndAcquisitions.net Releases Energy & Power M&A Report, Highlighting Capital Flows, Deal Structures, and Sector Consolidation Trends
February 11, 2026
Via
Press Release Distribution Service
Topics
Economy
Energy
Mergers and Acquisitions Advisory Firm Releases Food & Beverage M&A Report, Highlighting Industry Trends
February 10, 2026
Via
Press Release Distribution Service
Schwab Trading Activity Index™: STAX Score Sees Highest Reading Since February 2025
February 09, 2026
From
The Charles Schwab Corporation
Via
Business Wire
Juice & Wellness Beverage M&A Accelerates as Strategic Buyers Target Functional, Premium Brands, New Report Finds
February 04, 2026
Via
Press Release Distribution Service
Topics
Economy
Professional Services M&A Activity Accelerates as Buyers Target Scalable, Recurring-Revenue Firms
February 02, 2026
Via
Press Release Distribution Service
Topics
Artificial Intelligence
Financial Services M&A Activity Signals Strategic Repositioning Amid Margin Pressure and Regulatory Complexity
January 30, 2026
Via
Press Release Distribution Service
Schwab Declares 19% Increase in Quarterly Common Stock Dividend and Declares Preferred Stock Dividends
January 29, 2026
From
The Charles Schwab Corporation
Via
Business Wire
Charles Schwab Corporation Announces Executive Transitions
January 29, 2026
From
The Charles Schwab Corporation
Via
Business Wire
MergersandAcquisitions.net Expands Advisory and Market Intelligence Coverage to Houston, Texas
January 28, 2026
Via
Press Release Distribution Service
Topics
Economy
Charles Schwab Named #1 Overall Broker by StockBrokers.com
January 27, 2026
From
The Charles Schwab Corporation
Via
Business Wire
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