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home
about us
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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
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TAF sm Program
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Back Dated Performance Reports
Quarterly Performance Reports
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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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
)
102.80
+0.01 (+0.01%)
Official Closing Price
Updated: 4:10 PM EDT, Jul 16, 2026
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Fintech Renaissance: Robinhood and Coinbase Lead Market Surge as Activity Hits Post-Pandemic Highs
April 14, 2026
In an early morning trading session that has sent shockwaves through the financial sector, shares of Robinhood Markets, Inc. (NASDAQ: HOOD) surged over 12% following a series of bullish reports...
Via
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Here's How Much $1000 Invested In Schwab U.S. Large-Cap Growth ETF 10 Years Ago Would Be Worth Today
↗
April 14, 2026
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The Gateway to the Tokenized Economy: A Deep Dive into Coinbase (COIN) in 2026
April 14, 2026
As of today, April 14, 2026, Coinbase Global, Inc. (NASDAQ: COIN) stands as the undisputed titan of the Western digital asset ecosystem. No longer just a "crypto exchange," the San...
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Finterra
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ETFs
Charles Schwab Invites the Industry to Come Together for National Investing Day
April 14, 2026
From
The Charles Schwab Corporation
Via
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This Popular ETF Just Had 1 of Its Biggest Portfolio Adjustments Ever. What Investors Need to Know.
↗
April 14, 2026
The Schwab U.S. Dividend Equity ETF just saw a big shift in its portfolio.
Via
The Motley Fool
Topics
ETFs
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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 STAX Score Records Steepest Monthly Drop Since 2025: A Signal for Retail Sentiment Shift
April 13, 2026
The retail investment landscape has hit a significant roadblock this month as the Charles Schwab (NYSE: SCHW) Trading Activity Index (STAX) posted its steepest monthly decline since May 2025. This...
Via
MarketMinute
Topics
ETFs
Economy
3 ETFs Beating the Market in 2026 and Why They Could Keep Going
↗
April 13, 2026
The rotation away from tech has created a lot of opportunities in the stock market. These ETFs may only be getting started.
Via
The Motley Fool
Topics
ETFs
Which Types of Investments Should You Own and in What Accounts Should You Own Them
↗
April 12, 2026
In Month 4 of our financial planning challenge, “A Year Well-Planned,” Fools Robert Brokamp and Stephanie Marini discuss both account and investment types.
Via
The Motley Fool
Topics
Bonds
This Dividend ETF Has Outperformed Many Actively Managed Funds Over a Decade
↗
April 12, 2026
Active management doesn't always pay off.
Via
The Motley Fool
Topics
ETFs
Stocks
Why Contributing to Your IRA Before April 15 Could Lower Your 2025 Tax Bill
↗
April 12, 2026
You may be able to shave $7,000 or $8,000 off your taxable income for 2025 -- if you act fast.
Via
The Motley Fool
Topics
Bonds
ETFs
Retirement
History Says the Best Time to Buy Stocks May Be Imminent
↗
April 12, 2026
The best time to buy stocks may be closer than you think -- and history has the receipts.
Via
The Motley Fool
Topics
Government
Stocks
World Trade
Could Investing $10,000 in SCHB Make You a Millionaire?
↗
April 11, 2026
This low-cost index ETF could be a good choice for investors who want diversification and growth potential.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Stocks
Why Charles Schwab Stock Got Socked Today
↗
April 10, 2026
Investors are usually unhappy when an analyst lowers his or her price target for a company.
Via
The Motley Fool
Netflix, ASML, CRH And A Financial Stock: CNBC's 'Final Trades'
↗
April 10, 2026
Joshua Brown of Ritholtz Wealth Management chose Netflix as his final trade on CNBC's Halftime Report. Jim Lebenthal picked CRH plc, Malcolm Ethridge recommended ASML Holding, and Jenny Van Leeuwen...
Via
Benzinga
Prediction: This Is the 1 Sector That Will Beat the S&P 500 in 2026
↗
April 10, 2026
Sometimes, the least likely group ends up doing the best. But investors won't know for sure until the year is complete.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Stocks
Retail Retreat: Schwab STAX Index Signals Sharp Sentiment Shift Amid Geopolitical Turmoil
April 09, 2026
The retail investing landscape has encountered a significant cold snap. Charles Schwab (NYSE: SCHW) recently released its Schwab Trading Activity Index™ (STAX) for the March 2026 period, revealing a...
Via
MarketMinute
Topics
Derivatives
ETFs
Economy
9 International ETFs for Investors Looking Beyond U.S. Stocks
↗
April 09, 2026
Whether you're seeking dividend income or emerging markets stocks, these ETFs can deliver.
Via
The Motley Fool
Topics
ETFs
World Trade
Charles Schwab (SCHW): 3 Reasons We Love This Stock
April 09, 2026
Since October 2025, Charles Schwab has been in a holding pattern, posting a small return of 2.7% while floating around $96.55. Is now the time to buy SCHW? O...
Via
StockStory
Topics
Artificial Intelligence
Why Charles Schwab Stock Bumped Nearly 4% Higher Today
↗
April 08, 2026
An analyst initiated coverage of the well-known brokerage.
Via
The Motley Fool
Charles Schwab Warns That Asian and European Stocks May Not Resume Their Outperformance Even After the War Ends. What That Means for Your Global Portfolio.
↗
April 08, 2026
Schwab's warning came as reduced oil supplies led to rationing and energy conservation measures in parts of the world.
Via
The Motley Fool
Topics
Economy
Energy
Schwab U.S. Dividend Equity ETF: Higher Prices and Higher Dividends!
↗
April 08, 2026
Schwab U.S. Dividend Equity ETF offers dividend investors an elegant solution at a very attractive price.
Via
The Motley Fool
Topics
ETFs
Retirement
Worried About Your Savings Running Out in Retirement? Why Dividend Stocks Could Be a Solution
↗
April 07, 2026
Investing in dividend stocks can help you grow your savings as you generate recurring cash flow from them.
Via
The Motley Fool
Topics
ETFs
Retirement
Private Credit Faces 'Broader Reset' In Investor Behavior Amid Rising Market Pressures, Warns Schwab
↗
April 07, 2026
Schwab warns of a 'broader reset' in private credit as surging investor redemptions force major funds to cap withdrawals due to liquidity.
Via
Benzinga
YieldMax AI Option Income Strategy ETF's Huge Yield Is Riskier Than You May Think
↗
April 07, 2026
YieldMax AI Option Income Strategy's yield will shock you, but its performance is even more shocking.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Jefferies Is Betting on Robinhood to Become a ‘Super App.’ Is That Possible in the Age of AI?
April 06, 2026
Jefferies initiated coverage of Robinhood with a Buy rating and says it appears clear that the company is becoming a financial super app.
Via
Barchart.com
Topics
Artificial Intelligence
Schwab Trading Activity Index™: STAX Score Sees Steepest Monthly Drop Since May 2025
April 06, 2026
From
The Charles Schwab Corporation
Via
Business Wire
Bitcoin Rebounds Near $70K, Charles Schwab To Launch Direct Trading
↗
April 06, 2026
Bitcoin price jumps above $69,000 amid Iran war ceasefire discussions, short liquidations. Charles Schwab to launch direct crypto trading.
Via
Investor's Business Daily
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
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