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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
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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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Quarterly Performance Reports
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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
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Event Schedule
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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
Featured Quarterly Newsletter
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Charles Schwab
(NY:
SCHW
)
101.56
-1.24 (-1.21%)
Official Closing Price
Updated: 7:00 PM EDT, Jul 17, 2026
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US-Iran Conflict: Wall Street In Defensive Mode, But Retail Traders Stay All-In Through Volatility
↗
March 01, 2026
U.S. stock futures slipped late Sunday as escalating U.S.-Iran tensions pushed investors toward safe-haven assets such as Treasuries, gold, and the dollar.
Via
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ETFs
Economy
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2 Reasons Why I Can't Stop Buying the Schwab U.S. Dividend Equity ETF
↗
March 01, 2026
The Schwab U.S. Dividend Equity ETF has dual value drivers.
Via
The Motley Fool
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ETFs
Stocks
The Schwab U.S. Dividend Equity ETF Has Delivered a 12.9% Annualized Return. These 2 Top Holdings Showcase the Power of its Investment Strategy.
↗
February 28, 2026
This ETF's strategy has paid big dividends for investors over the years.
Via
The Motley Fool
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BlueStem Wealth Bets on Emerging Markets With VWOB Buy
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February 27, 2026
VWOB tracks a broad index of government bonds from emerging markets, offering investors exposure to sovereign debt and a competitive yield.
Via
The Motley Fool
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Regulatory Compliance
The AI "Margin Killer": Financials and Insurance Reeling from Mid-February Selloff
February 27, 2026
The financial markets experienced a sharp correction in mid-February 2026, as the narrative surrounding Artificial Intelligence shifted from "growth engine" to "margin killer." The Financial Select...
Via
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AI Panic Hits Wall Street: 3 Financial Stocks on Sale
↗
February 27, 2026
Via
MarketBeat
Topics
Artificial Intelligence
Volatility Coils: Wall Street Warns of ‘Exothermic’ Breakout in Treasury Yields
February 26, 2026
The U.S. bond market is currently suspended in a state of high-tension equilibrium, but technical analysts warn that the calm is deceptive. As of late February 2026, a rare and aggressive technical...
Via
MarketMinute
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ETFs
Economy
Robinhood Markets (HOOD) 2026 Deep-Dive: From Meme App to Financial SuperApp
February 26, 2026
As of February 26, 2026, Robinhood Markets (NASDAQ: HOOD) has officially shed its reputation as a mere "meme stock" gateway, completing a multi-year transformation into a diversified financial...
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Finterra
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The Evolution of an “Everything Exchange”: A Deep-Dive into Coinbase’s (COIN) Recent Surge and Future Path
February 26, 2026
As of February 26, 2026, the digital asset landscape is witnessing a profound maturation, and at the center of this evolution sits Coinbase Global, Inc. (NASDAQ: COIN). Recently, the company captured...
Via
Finterra
Topics
Artificial Intelligence
Bonds
ETFs
Charles Schwab Stock: Is SCHW Outperforming the Financial Services Sector?
February 26, 2026
Despite Charles Schwab’s outperformance relative to the financial services Sector, Wall Street analysts remain cautiously optimistic about the stock’s prospects.
Via
Barchart.com
Topics
ETFs
Retirement
Trader Bullishness Ticks Downward as Younger Traders Take a More Cautious Stance
February 26, 2026
From
The Charles Schwab Corporation
Via
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3 Magnificent Recession-Proof ETFs to Stock Up On Right Now
↗
February 26, 2026
If a recession is coming, these ETFs are well positioned to weather volatility.
Via
The Motley Fool
Topics
ETFs
Economy
MergersAndAcquisitions.net Releases Comprehensive Education M&A Industry Report Highlighting Consolidation Trends and Capital Deployment
February 25, 2026
Via
Press Release Distribution Service
Trump Proposes 'America's 401(k)': A $1,000 Federal Match to Close the Retirement Gap
February 25, 2026
In a move aimed at reshaping the American social contract, President Donald Trump used his February 2026 State of the Union address to unveil "America’s 401(k)," a government-backed retirement...
Via
MarketMinute
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Government
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The 23-Hour Stock Market: Nasdaq’s Bold Leap Toward a Borderless Financial Future
February 25, 2026
In a move that signals the most significant structural shift in American equity markets in decades, the financial world is bracing for a "23-hour" trading day. As of February 25, 2026, Nasdaq Inc....
Via
MarketMinute
Topics
Regulatory Compliance
Wall Street Reeling as Trump Unveils "Main Street" SOTU: $1,000 Retirement Match and a Ban on Institutional Home Buying
February 25, 2026
In a high-stakes State of the Union address delivered on February 24, 2026, President Trump laid out a populist economic vision that sent immediate tremors through both the financial services and real...
Via
MarketMinute
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ETFs
Economy
Fraud
Here's How Much $100 Invested In Schwab U.S. Large-Cap Growth ETF 10 Years Ago Would Be Worth Today
↗
February 25, 2026
Via
Benzinga
Topics
ETFs
The Most Misunderstood Vanguard ETF
↗
February 25, 2026
People often call an ETF "bad" because it underperforms another. That creates a fundamental misunderstanding of how funds should be judged.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Economy
A Beginner-Friendly ETF Portfolio That Requires Almost No Maintenance
↗
February 25, 2026
A well-constructed portfolio doesn't need to include dozens of stocks and ETFs. You can have everything you need with just these three funds.
Via
The Motley Fool
Topics
Bonds
ETFs
Goldman Says Capital-Heavy Stocks Are Winning As AMZN, ORCL, MSFT, META Gear Up For $1.5 Trillion AI Spending Wave: Report
↗
February 24, 2026
The firm stated that investors are flocking to stocks with the “HALO effect,” or stocks of companies with heavy assets and low obsolescence.
Via
Stocktwits
Topics
Artificial Intelligence
Earnings
3 Simple ETFs to Buy With $1,000 and Hold for a Lifetime
↗
February 24, 2026
Don't make it complicated when it doesn't need to be, and especially if complexity risks undermining your net returns.
Via
The Motley Fool
Topics
ETFs
The Stock Market Flashes a Warning as President Trump Announces New Tariffs. History Says the S&P 500 Will Do This Next.
↗
February 24, 2026
U.S. stocks could fall sharply as high valuations collide with economic headwinds created by President Trump's tariffs.
Via
The Motley Fool
Topics
ETFs
Economy
Government
Small-Cap Showdown: How Vanguard's VB Compares to Schwab's SCHA on Fees, Risk, and Diversification
↗
February 23, 2026
Explore how key differences in fees, sector focus, and risk profiles set these two small-cap ETFs apart for investors.
Via
The Motley Fool
Topics
ETFs
Nvidia Must Deliver A Blowout To Reassure Investors That AI Trade Is Still Young, Expert Says Ahead Of NVDA's Q4 Results
↗
February 23, 2026
Being at the epicenter of AI, Ken Mahoney hopes that Nvidia will offer clues as to what’s happening in the technology sector.
Via
Stocktwits
Topics
Artificial Intelligence
The S&P 500 Trails the Global Stock Market by Its Widest Margin Since 1995 as President Trump's Policies Rattle Investors
↗
February 23, 2026
The global stock market has more than doubled the S&P 500's return since January 2025.
Via
The Motley Fool
Topics
Economy
Government
Stocks
Want to Invest in Small-Cap Stocks? Check Out These Two Top ETFs
↗
February 22, 2026
Explore how sector focus, cost, and portfolio breadth set SCHA and SPSM apart for investors seeking tailored diversification.
Via
The Motley Fool
Topics
ETFs
The Schwab U.S. Dividend Equity ETF Has Surged 15% to Start 2026. Here's the Secret Fuel Source Driving the Rally.
↗
February 21, 2026
This ETF is getting an oil-fueled boost.
Via
The Motley Fool
Topics
ETFs
Stocks
3 International Stock Market ETFs to Buy With $2,000 and Hold Forever
↗
February 20, 2026
International stocks have clearly demonstrated over the past year why they belong in your portfolio.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
If You Invested $1000 In Charles Schwab Stock 10 Years Ago, You Would Have This Much Today
↗
February 19, 2026
Via
Benzinga
Robinhood Shares Plunge 11.3% as Crypto Revenue Miss Shadows Solid Profit Beat
February 19, 2026
The retail trading landscape faced a sharp correction last week as shares of Robinhood Markets, Inc. (NASDAQ:HOOD) plummeted 11.3%, closing at approximately $76.87 following the release of its...
Via
MarketMinute
Topics
ETFs
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