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home
about us
Investment Approach
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Market Analysis Summary
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Value Proposition
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
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Charles Schwab
(NY:
SCHW
)
99.25
-7.96 (-7.42%)
Official Closing Price
Updated: 7:00 PM EST, Feb 10, 2026
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Press Releases about Charles Schwab
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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
Industrial Manufacturing M&A Activity Accelerates as Buyers Target Resilient, Asset-Backed Businesses, New Report Finds
January 26, 2026
Via
Press Release Distribution Service
Topics
Economy
MergersandAcquisitions.net Expands Advisory Presence to Orlando, Florida
January 26, 2026
Via
Press Release Distribution Service
MergersAndAcquisitions.net Releases New Market Research Report on Steel & Metals Mergers and Acquisitions
January 22, 2026
Via
Press Release Distribution Service
SPV.co Acquires Crowdfund.co to Expand Digital Infrastructure for Private Capital Formation
January 22, 2026
Via
Press Release Distribution Service
Schwab Study Reveals RIA AI Adoption More Than Doubles - But Most Firms Still in Early Stages
January 22, 2026
From
The Charles Schwab Corporation
Via
Business Wire
Schwab Reports Record 4Q and Full Year 2025 Results
January 21, 2026
From
The Charles Schwab Corporation
Via
Business Wire
Telehealth Services M&A Accelerates as Consolidation Enters a New Phase, New Research Finds
January 19, 2026
Via
Press Release Distribution Service
Schwab Kicks Off 2026 With Expanded Education Experiences
January 15, 2026
From
The Charles Schwab Corporation
Via
Business Wire
MergersandAcquisitions.net Releases Groundbreaking E-Commerce & Retail M&A Trends Report for 2026
January 09, 2026
Via
Press Release Distribution Service
The Boulder Group Arranges Sale of Net Leased 7-Eleven in Denver MSA
January 05, 2026
Via
AB Newswire
Schwab Trading Activity Index™: STAX Score Slightly Down in December, Breaking Streak
January 05, 2026
From
The Charles Schwab Corporation
Via
Business Wire
MergersandAcquisitions.net Releases New Fashion & Apparel M&A Market Research Report
December 30, 2025
Via
Press Release Distribution Service
Topics
Economy
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
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