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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
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MVS Program
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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
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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
)
94.38
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EDT, Mar 9, 2026
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All News about Charles Schwab
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Charles Schwab to Acquire Forge Global, Creating Premier Destination to Democratize Access to Private Markets
November 06, 2025
From
The Charles Schwab Corporation
Via
Business Wire
5 High-Yield Dividend ETFs to Buy to Generate Passive Income -- and 5 Other Compelling Dividend ETFs, Too
↗
November 06, 2025
Look no further. These 10 ETFs will give you all the investment income you'll ever need.
Via
The Motley Fool
Topics
Artificial Intelligence
Bonds
ETFs
Better Growth Stock: Robinhood vs. Mastercard
↗
November 06, 2025
Wall Street loves a good story, but don't get so excited by new stories that you overlook older, more reliable ones.
Via
The Motley Fool
Schwab’s Pro-Musk Vote Fails To Calm Tesla Retail Jitters; Traders Expect Correction Despite Likely Approval
↗
November 04, 2025
Via
Stocktwits
Tesla Retail Investors Threaten Charles Schwab Exodus Over Votes Against Elon Musk’s $1 Trillion Pay Plan
↗
November 03, 2025
Via
Stocktwits
Forge Global Stock Rockets 53% After Hours On Charles Schwab Buyout Buzz
↗
November 05, 2025
Forge Global shares surged over 53% in after-hours trading Wednesday to $40 following acquisition reports.
Via
Benzinga
US Economic Resilience Fuels Dollar's Ascent Amidst Global Shifts
November 05, 2025
The United States economy is currently riding a wave of positive momentum, with a series of robust economic indicators signaling underlying strength and resilience. This optimistic outlook has, in...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
The Fed's Tightrope Walk: Navigating Rate Cuts Amidst Economic Crosscurrents
November 05, 2025
As November 2025 unfolds, the financial markets are grappling with a complex and often contradictory narrative emanating from the Federal Reserve. The central bank has recently embarked on a path of...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Stronger-Than-Expected October ADP Jobs Data Fuels Debate Over Fed's Rate Path, Governor Miran Offers 'Welcome Surprise'
November 05, 2025
The October 2025 ADP National Employment Report has injected a fresh wave of complexity into the Federal Reserve's delicate balancing act, revealing a private sector that added 42,000 jobs – a figure...
Via
MarketMinute
Topics
Bonds
Economy
Gem Miner’s Holiday Show Kicks Off Holiday Shopping Season!
November 05, 2025
LEBANON, Pa., Nov. 5, 2025 (SEND2PRESS NEWSWIRE) -- The GEM MINER'S Holiday Show, produced by MAGMA, the Mid-Atlantic's premium Gem, Jewelry, Bead, Mineral and Arts and Crafts Show, will be conducting...
Via
Send2Press
Could Buying the Schwab US Dividend Equity ETF Today Set You Up for Life?
↗
November 05, 2025
This exchange-traded fund does what you as an income investor would do so you don't have to, making it a solid long-term dividend investment.
Via
The Motley Fool
Topics
ETFs
Stocks
Yacktman Asset Management Dumps $18 Million of Ingredion (NYSE: INGR) Shares: Is the Stock a Sell?
↗
November 05, 2025
Yacktman Asset Management Dumps $18 Million of Ingredion (NYSE: INGR) Shares: Is the Stock a Sell?
Via
The Motley Fool
Topics
Regulatory Compliance
This Is What Whales Are Betting On Charles Schwab
↗
November 05, 2025
Via
Benzinga
2 Dividend ETFs to Buy Hand Over Fist and 1 to Avoid
↗
November 05, 2025
If you are looking for a good dividend ETF, there are some worth buying and some that you should be deeply leery of right now.
Via
The Motley Fool
Topics
ETFs
3 High-Yield Stock ETFs to Buy With $500 and Hold Forever
↗
November 05, 2025
If you're looking for high-yield stocks, these three ETFs take different approaches that you need to consider before buying anything.
Via
The Motley Fool
Topics
ETFs
Prediction: Robinhood Will Be Worth More Than Charles Schwab by 2030
↗
November 05, 2025
Robinhood Markets could soon eclipse Charles Schwab's valuation, but it won't be because of meme enthusiasm.
Via
The Motley Fool
Topics
Initial Public Offering
5 Must-Read Analyst Questions From FormFactor’s Q3 Earnings Call
November 05, 2025
FormFactor’s third quarter was marked by a positive market reaction, driven by operational improvements and product mix shifts discussed by management. CEO Mike Slessor highlighted the company’s focus...
Via
StockStory
Topics
Earnings
3 Reasons Investors Watch Charles Schwab (SCHW)
November 04, 2025
While the S&P 500 is up 19.8% since May 2025, Charles Schwab (currently trading at $93.32 per share) has lagged behind, posting a return of 11.9%. This might have investors contemplating their next...
Via
StockStory
Topics
Government
Stocks
World Trade
Federal Reserve Data Reveals Median Income for 35-44-Year-Olds at $86,473: A Critical Economic Barometer
November 04, 2025
The Federal Reserve's latest data, stemming from the 2022 Survey of Consumer Finances (SCF), indicates that the median household income for the 35-44 age demographic stands at a robust $86,473. This...
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Economy
Schwab U.S. Dividend Equity ETF (SCHD) Offers Higher Yield and Lower Fees Than ProShares S&P 500 Dividend Aristocrats ETF (NOBL)
↗
November 04, 2025
Schwab U.S. Dividend Equity ETF (SCHD) Offers Higher Yield and Lower Fees Than ProShares S&P 500 Dividend Aristocrats ETF (NOBL)
Via
The Motley Fool
Topics
ETFs
Stocks
Schwab Advisor Services Expands Schwab Advisor ProDirect™ Program, Bringing Membership Benefits to Current Clients
November 04, 2025
From
The Charles Schwab Corporation
Via
Business Wire
Is Wall Street Bullish or Bearish on Charles Schwab Stock?
November 04, 2025
Charles Schwab has outperformed the broader market over the past year, and analysts are cautiously optimistic about the stock’s prospects.
Via
Barchart.com
Topics
ETFs
Sawyer Merritt Threatens To Move Assets If Charles Schwab Votes Against Elon Musk's Tesla Pay Package: 'I Can't In Good Conscience...'
↗
November 03, 2025
Sawyer Merritt criticizes Charles Schwab for voting against Musk's $1 trillion pay package, threatening to move assets.
Via
Benzinga
Vertex (VERX) Q3 2025 Earnings Call Transcript
↗
November 03, 2025
Vertex (VERX) Q3 2025 Earnings Call Transcript
Via
The Motley Fool
Topics
Earnings
1 ETF Could Turn $500 Monthly Into a $680,000 Portfolio That Pays $21,000 in Annual Dividend Income
↗
November 03, 2025
Investors should lean on and embrace the power of time and compound earnings.
Via
The Motley Fool
Topics
ETFs
Stocks
3 Risks Investors Should Watch Before Buying Robinhood Stock Today
↗
November 03, 2025
Robinhood might have evolved past its meme-stock status, but that doesn't mean the stock is now risk-free.
Via
The Motley Fool
Interactive Brokers Is Quietly Building the Most Efficient Brokerage Platform in the World
↗
November 02, 2025
Interactive Brokers isn't chasing headlines -- it's building a global machine for the next generation of investors.
Via
The Motley Fool
Will the Stock Market Soar or Crash Under President Donald Trump in 2026? Here's What History Shows.
↗
November 02, 2025
Since President Donald Trump re-entered the White House, the stock market has been highly volatile.
Via
The Motley Fool
Topics
Economy
Government
World Trade
2 Top ETFs I Can't Wait to Buy More of in My Retirement Account This November
↗
November 02, 2025
These ETFs are ideal retirement holdings.
Via
The Motley Fool
Topics
ETFs
Retirement
Stocks
Think You Missed Your Chance to Invest? It's Not Too Late to Start Smart
↗
November 01, 2025
The biggest step you can take with investing is to get started, and here's a way you can do that without buying the expensive S&P 500 index.
Via
The Motley Fool
Topics
ETFs
Stocks
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