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Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
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Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
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Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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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)
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Back Dated Performance Reports
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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
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Additional Information
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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
)
93.08
-0.64 (-0.68%)
Official Closing Price
Updated: 4:10 PM EST, Feb 17, 2026
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Deep Dive: Robinhood (HOOD) Transitions to Financial SuperApp Following Q4 2025 Earnings
February 11, 2026
Date: February 11, 2026 Introduction Robinhood Markets, Inc. (NASDAQ: HOOD) has long been the primary antagonist in the narrative of modern retail finance—a disruptor that some blamed for "gamifying"...
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The AI Reckoning: A Deep-Dive into LPL Financial (LPLA) Amidst a New Technological Frontier
February 11, 2026
On February 10, 2026, the wealth management industry faced a "Sputnik moment" that sent ripples through the financial markets. LPL Financial Holdings (NASDAQ: LPLA), the largest independent...
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Regulatory Compliance
Vertex (VERX) Q4 2025 Earnings Call Transcript
↗
February 11, 2026
Vertex (VERX) Q4 2025 Earnings Call Transcript
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Charles Schwab CEO Reportedly Explains Why AI Won’t Disrupt Wealth Management Industry: ‘We Are Able To Help A Whole New Group Of Clients’
↗
February 11, 2026
CEO Rick Wurster said that AI should be viewed as a supportive tool rather than a replacement for human expertise, according to an interview with Bloomberg on Wednesday.
Via
Stocktwits
Topics
Artificial Intelligence
Tom Lee Explains MrBeast Could Be ‘Robinhood, Sofi, Chime Combined’ And Why That’s Good News For Bitmine
↗
February 11, 2026
Tom Lee said Bitmine’s $200 million investment in MrBeast could evolve into a financial platform that captures Gen Z and Gen Alpha, reaping boons for the company as well.
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Stocktwits
AI Anxiety Rattles Wall Street's Old Guard
↗
February 11, 2026
Via
Chartmill
Topics
Artificial Intelligence
2 Cash-Heavy Stocks to Target This Week and 1 Facing Headwinds
February 10, 2026
Companies with more cash than debt can be financially resilient, but that doesn’t mean they’re all strong investments. Some lack leverage because they struggle to grow or generate consistent profits,...
Via
StockStory
Dow, S&P 500, Nasdaq Futures Rise After Mixed Session: Why ASTS, HOOD, MAT, LYFT, F Stocks Are Trending After-Hours
↗
February 10, 2026
Investor focus shifted to Wednesday’s U.S. jobs report, wage data, Fed remarks, and the federal budget release.
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
Economy
SCHQ Offers Pure Treasury Focus While SPLB Yields More
↗
February 10, 2026
Explore how SCHQ’s government focus and SPLB’s corporate breadth shape risk profiles and income potential for long-term bond investors.
Via
The Motley Fool
Topics
Bonds
ETFs
AI Disruption Fears Slam Charles Schwab, Wealth Managers
↗
February 10, 2026
Altruist reveals an AI tax planning tool for wealth advisors, clients. Charles Schwab, Raymond James and related stocks tumbled Tuesday.
Via
Investor's Business Daily
Topics
Artificial Intelligence
Why Charles Schwab (SCHW) Shares Are Sliding Today
February 10, 2026
Shares of financial services giant Charles Schwab (NYSE:SCHW) fell 6.9% in the afternoon session after the launch of a new artificial intelligence tool by financial software provider Altruist sparked...
Via
StockStory
Topics
Artificial Intelligence
Economy
Why Raymond James (RJF) Shares Are Sliding Today
February 10, 2026
Shares of financial services firm Raymond James Financial (NYSE:RJF) fell 8.8% in the afternoon session after concerns grew that new artificial intelligence tools could disrupt the traditional...
Via
StockStory
Topics
Artificial Intelligence
Economy
Stocks
What's going on in today's session: S&P500 movers
↗
February 10, 2026
Via
Chartmill
Why Is Charles Schwab Stock Diving More Than 8% Today?
↗
February 10, 2026
The selloff in SCHW stock came after technology platform Altruist on Tuesday launched a new AI-powered tax planning tool within its Hazel platform causing a stir among investors over the firm's...
Via
Stocktwits
Topics
Artificial Intelligence
Why Is Charles Schwab Stock Under Pressure Today?
↗
February 10, 2026
Charles Schwab Corp (NYSE:SCHW) shares are falling on Tuesday. A new AI product from financial‑software firm Altruist sparked fresh worries about disruption in the wealth‑management industry.
Via
Benzinga
Topics
Artificial Intelligence
Building Dividend Income: A Steadier Approach or a Higher-Paying One With VYM and SCHD
↗
February 10, 2026
The Vanguard High Dividend Yield ETF and the Schwab U.S. Dividend Equity ETF both aim to deliver reliable income, but they go about it in very different ways. This comparison explains which approach is...
Via
The Motley Fool
Topics
ETFs
Stocks
Stay informed with the top movers within the S&P500 index on Tuesday.
↗
February 10, 2026
Via
Chartmill
Is 2026 the Year of Dividend Stocks? These 2 Income-Focused ETFs Have Been Soaring Past the S&P 500
↗
February 10, 2026
These funds both pay more than 3% and have been beating the market this year.
Via
The Motley Fool
Topics
ETFs
Stocks
Previewing Ford and Robinhood Earnings: February 10, 2026
February 10, 2026
As the closing bell approaches on February 10, 2026, Wall Street is bracing for a dual-threat earnings afternoon that promises to serve as a litmus test for two of the market's most watched sectors:...
Via
MarketMinute
Topics
Economy
Electric Vehicles
As Silver Prices Plunge, This CIO Warns That Precious Metals Are Nothing More Than Meme Stocks
February 10, 2026
The CIO at the Haverford Trust says dividend stocks are better choices than commodities. Here are two options for investors.
Via
Barchart.com
Topics
ETFs
Stocks
The Robinhood Metamorphosis: From Meme-Stock Disruptor to Global Financial Titan
February 10, 2026
Date: February 10, 2026 Introduction In the volatile tapestry of American fintech, few names evoke as much passion and controversy as Robinhood Markets, Inc. (NASDAQ: HOOD). Once the poster child for...
Via
Finterra
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Initial Public Offering
These Low IV Stocks May Be Setting Up for an Explosive Move
February 10, 2026
Market volatility has dropped since the recent correction, but with plenty of items on the news front, we could see a volatility spike at any point. That could mean it’s a good time to look for stock...
Via
Barchart.com
Mergers and Acquisitions Advisory Firm Releases Food & Beverage M&A Report, Highlighting Industry Trends
February 10, 2026
Via
Press Release Distribution Service
SCHA and VB Offer Similar Small-Cap ETF Advantages, but Which Is the Better Buy?
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February 09, 2026
Explore how subtle differences in cost, sector focus, and holdings could influence your small-cap ETF strategy.
Via
The Motley Fool
Topics
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Stocks
Schwab Trading Activity Index™: STAX Score Sees Highest Reading Since February 2025
February 09, 2026
From
The Charles Schwab Corporation
Via
Business Wire
Schwab vs Vanguard: Which is the Better Dividend ETF?
↗
February 09, 2026
The Vanguard Dividend Appreciation ETF and the Schwab U.S. Dividend Equity ETF offer different benefits for investors.
Via
The Motley Fool
Topics
ETFs
The Robinhood Renaissance: A Deep Dive into HOOD’s 2026 Transformation
February 09, 2026
As of February 9, 2026, Robinhood Markets (NASDAQ: HOOD) finds itself at a pivotal crossroads. Once the poster child for the "meme-stock" mania of 2021, the Menlo Park-based fintech has undergone a...
Via
Finterra
Topics
Credit Cards
ETFs
Earnings
BSV vs. SCHO: Short-Term Bond ETFs with Long-Lasting Dividend Potential
↗
February 08, 2026
Discover how these two short-term bond ETFs stack up against each other and the benefits that may appeal to investors.
Via
The Motley Fool
Topics
Bonds
ETFs
Better Dividend ETF: Schwab's SCHD vs. Vanguard's VYM
↗
February 07, 2026
Explore how sector focus and portfolio construction set these two dividend ETFs apart for income and growth-oriented investors.
Via
The Motley Fool
Topics
ETFs
SCHQ Proves More Affordable Than TLT for Bond Investors
↗
February 07, 2026
Yield, risk, and cost structure vary widely between these Treasury ETFs -- find out what sets them apart for fixed income investors.
Via
The Motley Fool
Topics
Bonds
ETFs
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