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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
Total Asset Fund (TAF)
TAF sm Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
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
MARKET RESEARCH
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Charles Schwab
(NY:
SCHW
)
90.88
+1.44 (+1.61%)
Official Closing Price
Updated: 7:00 PM EDT, May 15, 2026
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The $14 Billion Divestiture: Retracing TD Bank’s Strategic Exit from Charles Schwab One Year Later
February 02, 2026
Nearly one year ago, The Toronto-Dominion Bank (NYSE: TD) fundamentally reshaped its future by announcing the total liquidation of its 10.1% stake in The Charles Schwab Corporation (NYSE: SCHW). On...
Via
MarketMinute
Topics
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Professional Services M&A Activity Accelerates as Buyers Target Scalable, Recurring-Revenue Firms
February 02, 2026
Via
Press Release Distribution Service
Topics
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With $500 to Invest, This Dividend ETF Could Create Steady Cash Flow for Years
↗
February 02, 2026
This ETF invests in financially strong, growing companies with attractive yields and rising dividends.
Via
The Motley Fool
Topics
ETFs
Stocks
Are Wall Street Analysts Predicting Charles Schwab Stock Will Climb or Sink?
February 02, 2026
Charles Schwab has outperformed the broader market over the past year, and analysts are moderately optimistic about the stock’s prospects.
Via
Barchart.com
Topics
ETFs
Which 3 Questions Should You Ask Before Retiring in a Bear Market?
↗
February 02, 2026
It's better to realize you don't have the answers before you actually need them rather than after the fact.
Via
The Motley Fool
Topics
Retirement
Why I'm Loading Up on These 3 High-Dividend ETFs for Passive Income
↗
February 01, 2026
Thanks to a big equity market rotation to kick off 2026, dividend ETFs are back in style.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Economy
The InfoFi Revolution: How Prediction Markets Became the World’s Fastest Financial Data Feed
February 01, 2026
As of February 1, 2026, the global financial landscape has been fundamentally rewired by a concept once relegated to the fringes of crypto-economic theory: Information Finance, or "InfoFi." What began...
Via
PredictStreet
Topics
Artificial Intelligence
ETFs
Economy
1 Top ETF I Plan to Load Up on This Month
↗
February 01, 2026
This ETF delivers a growing stream of dividend income.
Via
The Motley Fool
Topics
ETFs
Stocks
Schwab Shakes Off 'Cash Sorting' Ghosts with Record Q4; Pivot to Private Markets Signals New Era for Brokerage Giant
January 30, 2026
In a definitive signal that the "cash sorting" crisis of years past has been relegated to the history books, The Charles Schwab Corporation (NYSE: SCHW) reported record-breaking fourth-quarter and...
Via
MarketMinute
Topics
Economy
Initial Public Offering
Regulatory Compliance
Financial Services M&A Activity Signals Strategic Repositioning Amid Margin Pressure and Regulatory Complexity
January 30, 2026
Via
Press Release Distribution Service
Sector Rotation 2026: Why Communication and Consumer Sectors are Outpacing Tech
January 29, 2026
As of January 29, 2026, the equity markets are witnessing a significant transformation in leadership. For years, the Information Technology sector acted as the undisputed engine of market growth,...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
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
Is the AI Bubble Going to Pop in 2026? Here's Your Backup Plan.
↗
January 29, 2026
Starting to strategize in the midst of a meltdown means you've already missed your window of opportunity.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
MergersandAcquisitions.net Expands Advisory and Market Intelligence Coverage to Houston, Texas
January 28, 2026
Via
Press Release Distribution Service
Topics
Economy
The Robinhood Renaissance: From Disruption to the Dominant Fintech Super-App of 2026
January 28, 2026
As of January 28, 2026, Robinhood Markets, Inc. (NASDAQ: HOOD) has completed one of the most remarkable corporate pivots in the modern fintech era. Once dismissed as a "meme-stock" phenomenon prone to...
Via
Finterra
Topics
Artificial Intelligence
Credit Cards
ETFs
Robinhood Is Betting on Predictions Markets. Could This Be a Major Win for the Fintech Giant?
↗
January 27, 2026
The company is an early mover in one of the hottest growth stories in the financial world.
Via
The Motley Fool
Topics
Credit Cards
Retirement
Charles Schwab Named #1 Overall Broker by StockBrokers.com
January 27, 2026
From
The Charles Schwab Corporation
Via
Business Wire
Why I Am Buying the Schwab International Equity ETF (SCHF) and Never Looking Back
↗
January 27, 2026
If you're worried about U.S. stocks, you might want to load up on some international ones. This ETF makes that easy to do.
Via
The Motley Fool
Topics
ETFs
Economy
Should You Buy Robinhood While It's Below $150?
↗
January 27, 2026
Robinhood's stock has dropped 30% from its 52-week high, but is that enough to make it worth buying?
Via
The Motley Fool
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
SCHO vs. VCSH: The Short-Term Bond Showdown
↗
January 26, 2026
These fixed-income ETFs offer long-term investing while utilizing short-term bonds. Which one is right for you?
Via
The Motley Fool
Topics
Bonds
ETFs
Two Ways to Hold Steady in Short-Term Treasuries: VGSH or SCHO
↗
January 26, 2026
When markets feel unsettled, investors often turn to short-term Treasury funds to steady their portfolios.The Vanguard Short-Term Treasury ETF and the Schwab Short-Term U.S. Treasury ETF play similar...
Via
The Motley Fool
Topics
Bonds
ETFs
Fear is the New Bull Signal: Retail Investors Transform VIX Spikes into Entry Points
January 26, 2026
The financial world has long viewed the Cboe Volatility Index, or the VIX, as the market's "fear gauge"—a measure of expected volatility in the S&P 500 over the next 30 days. However, as of January...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Will The Fed Cut Rates This Week?
↗
January 26, 2026
This is the Federal Open Market Committee’s first meeting in 2026, and comes after three consecutive 25-bps rate cuts.
Via
Stocktwits
Topics
Economy
Stocks
Interactive Brokers (IBKR): The Fintech Titan Redefining Global Trading and Prediction Markets
January 26, 2026
As of January 26, 2026, the global financial landscape is undergoing a profound transformation, and few companies sit more squarely at the intersection of this evolution than Interactive Brokers Group,...
Via
Finterra
Topics
Artificial Intelligence
Bonds
Economy
Want to Add Emerging Markets To Your Portfolio? EEM Offers a Tech Focus While SCHE Is More Affordable
↗
January 25, 2026
Key differences in fees, sector mix, and yield shape how SCHE and EEM fit into a diversified emerging markets portfolio.
Via
The Motley Fool
Topics
ETFs
Portfolio Anchors: SCHB Offers Broader Growth Exposure While VTV Delivers Value and a Higher Yield
↗
January 25, 2026
Explore how these two ETFs balance diversification, sector focus, and income to address different investment goals.
Via
The Motley Fool
Topics
ETFs
SCHB vs. SPTM: Which Total Stock Market ETF Is the Better Buy for Investors?
↗
January 25, 2026
SCHB’s wider company coverage and larger asset base set it apart in ways that may influence portfolio diversification strategies.
Via
The Motley Fool
Topics
ETFs
Stocks
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