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home
about us
Investment Approach
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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
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Charles Schwab
(NY:
SCHW
)
102.57
-0.22 (-0.21%)
Streaming Delayed Price
Updated: 3:33 PM EDT, Jul 16, 2026
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Press Releases about Charles Schwab
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Schwab Trading Activity Index™: STAX Score Reaches a Four-Year High in June
July 06, 2026
From
The Charles Schwab Corporation
Via
Business Wire
Charles Schwab Discloses Results of the Federal Reserve’s 2026 Comprehensive Capital Analysis and Review
June 24, 2026
From
The Charles Schwab Corporation
Via
Business Wire
Schwab Announces Its Summer Business Update
June 24, 2026
From
The Charles Schwab Corporation
Via
Business Wire
Charles Schwab Recognized Among Nation’s Most Community-Minded Companies for 10th Consecutive Year
June 23, 2026
From
The Charles Schwab Corporation
Via
Business Wire
Price 4 Limo Gears Up For Another Busy Weekend
June 20, 2026
Via
AB Newswire
Sterling Capital Technologies Releases Forex Education Resources For Beginners
June 19, 2026
Via
Press Release Distribution Service
Schwab Center for Financial Research Releases 2026 Mid-Year Market Outlook
June 18, 2026
From
The Charles Schwab Corporation
Via
Business Wire
Schwab Reports Monthly Activity Highlights
June 12, 2026
From
The Charles Schwab Corporation
Via
Business Wire
Schwab Asset Management Announces Closure and Liquidation of the Schwab Ariel Opportunities ETF (SAEF)
June 12, 2026
From
The Charles Schwab Corporation
Via
Business Wire
Schwab Asset Management Reduces Fees on Four Equity Index ETFs
June 11, 2026
From
The Charles Schwab Corporation
Via
Business Wire
Charles Schwab Foundation Expands Partnership with SIFMA Foundation to Broaden Access to Credible Investing Education Nationwide
June 10, 2026
From
The Charles Schwab Corporation
Via
Business Wire
Schwab Trading Activity Index™: STAX Score Rebounds in May
June 08, 2026
From
The Charles Schwab Corporation
Via
Business Wire
Schwab Announces Latest Round of Enhancements to Retail Trading Experience
June 02, 2026
From
The Charles Schwab Corporation
Via
Business Wire
Charles Schwab Foundation Launches Schwab Moneywise Momentum Grants as Part of a $20 Million Multi-Year Commitment to Financial Education
May 27, 2026
From
The Charles Schwab Corporation
Via
Business Wire
Charles Schwab Recognized as Best Investing Platform Overall by U.S. News for Fourth Consecutive Year
May 21, 2026
From
The Charles Schwab Corporation
Via
Business Wire
Schwab Q2 Retail Client Sentiment Report: Investors Turn Bearish on U.S. Stock Market but Remain Confident in their Investing Approach and Likelihood of Reaching Goals
May 20, 2026
From
The Charles Schwab Corporation
Via
Business Wire
2026 Charles Schwab Challenge Champion’s Prize Revealed as 1982 Schwab Scrambler
May 19, 2026
From
The Charles Schwab Corporation
Via
Business Wire
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
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