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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
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
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
)
93.39
-1.84 (-1.93%)
Streaming Delayed Price
Updated: 1:48 PM EDT, Mar 9, 2026
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All News about Charles Schwab
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Nasdaq Futures Climb, Buoyed By Positive Tech Tidings — But Macro, Geopolitical Concerns Temper Optimism
↗
October 16, 2025
Bank of New York Mellon, Charles Schwab, KeyCorp., Commercial Metals, M&T Bank, Marsh McLennan, Travelers, U.S. Bancorp, CSX, and Interactive Brokers are due to release their quarterly results.
Via
Stocktwits
Topics
ETFs
Stocks
Charles Schwab, J B Hunt Transport And 3 Stocks To Watch Heading Into Thursday
↗
October 16, 2025
U.S. stock futures slightly up on Thursday, with focus on earnings reports from Charles Schwab, J.B. Hunt, Travelers, TSMC, and US Bancorp.
Via
Benzinga
EQ and Raymond James Forge Strategic Alliance to Revolutionize Equity Stock Plan Solutions
October 15, 2025
The financial services landscape is witnessing a significant strategic alliance as EQ and Raymond James Financial (NYSE: RJF) announce a comprehensive partnership aimed at delivering a cutting-edge...
Via
MarketMinute
Topics
Retirement
An Overview of Charles Schwab's Earnings
↗
October 15, 2025
Via
Benzinga
Charles Schwab Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
↗
October 15, 2025
Via
Benzinga
What To Expect From Charles Schwab’s (SCHW) Q3 Earnings
October 14, 2025
Financial services giant Charles Schwab (NYSE:SCHW) will be reporting earnings this Thursday morning. Here’s what to look for.
Via
StockStory
Topics
Economy
World Trade
The Democratization of Wealth: Low-Income Americans and Youth Drive Historic Stock Market Influx
October 14, 2025
The financial landscape is undergoing a profound transformation as a growing wave of low-income Americans and young people enter the stock market, signaling a significant shift in household wealth...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Retirement
Tailored Wealth: How Personalized Asset Allocation Empowers Senior Investors Against Cognitive Hurdles
October 14, 2025
Baltimore, MD – October 14, 2025 – In a significant push towards more inclusive and effective financial planning, T. Rowe Price (NASDAQ: TROW) has spotlighted the profound benefits of personalized...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Regulatory Compliance
The Best Dividend ETF to Invest $500 in Right Now
↗
October 14, 2025
This high-yielding ETF is poised to shine.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Stocks
As Geopolitical Tensions Mount, Investors Turn to Volatility ETFs for Market Protection
October 13, 2025
October 13, 2025 – In an increasingly volatile global landscape, marked by renewed U.S.-China trade hostilities and persistent fiscal anxieties, investors are strategically deploying Volatility...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Derivatives
Silver's Historic 70% Surge in 2025: A Deep Dive into Tight Supply and Market Dynamics
October 14, 2025
The year 2025 has cemented its place in financial history as silver, often dubbed "poor man's gold," embarked on an astonishing rally, surging over 70% year-to-date and shattering multi-decade records....
Via
MarketMinute
Topics
Economy
Electric Vehicles
World Trade
Stock Market Defies Federal Holiday: Open for Business on Columbus Day 2025 While Bond Markets Close
October 13, 2025
New York, NY – October 13, 2025 – Today, on Columbus Day, a federal holiday, the U.S. stock market stands in stark contrast to its bond market counterpart. While government offices and bond traders...
Via
MarketMinute
Topics
Bonds
ETFs
JPMorgan Points Finger at Levered ETFs for Exacerbating Market Sell-Offs, Concerns Persist into 2025
October 13, 2025
New York, NY – October 13, 2025 – JPMorgan Chase & Co. has identified a potent catalyst for rapid market downturns: levered Exchange Traded Funds (ETFs). The financial giant's analysis, which first...
Via
MarketMinute
Topics
ETFs
Economy
Government
Is the Schwab US Dividend Equity ETF a Buy Now?
↗
October 13, 2025
This exchange-traded fund's persistent underperformance may be on the verge of reversing course.
Via
The Motley Fool
Topics
ETFs
Stocks
1 Cash-Producing Stock with Exciting Potential and 2 We Avoid
October 13, 2025
A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.
Via
StockStory
Topics
Energy
Retail Investors' Top Stocks With Earnings This Week: Fastenal, ASML, TSMC And More
↗
October 13, 2025
Retail investors are preparing for the kick-off of the Q3 earnings season, with big banks and other top stocks reporting this week.
Via
Benzinga
The Best Dividend ETF to Invest $1,000 in Right Now
↗
October 12, 2025
This high-quality ETF can be a reliable source of income for investors.
Via
The Motley Fool
Topics
ETFs
Stocks
'There Is A Bigger Risk,' Why Americans' Stock Holdings Have Some Economists Worried
↗
October 11, 2025
Via
Benzinga
Prediction: 2 Stocks That Will Be Worth More Than Robinhood Markets 10 Years From Now
↗
October 11, 2025
These companies are gaining customers quicker and have better valuations than Robinhood.
Via
The Motley Fool
Here's How Much $1000 Invested In Charles Schwab 20 Years Ago Would Be Worth Today
↗
October 10, 2025
Via
Benzinga
Loss-Making Russell 2000 Stocks Drive Surprise Rally, Says Liz Ann Sonders
↗
October 10, 2025
Liz Ann Sonders, the Chief Investment Strategist at Charles Schwab & Co. (NYSE: SCHW) highlighted certain unusual divergences in the small cap markets.
Via
Benzinga
What's Driving the Market Sentiment Around Charles Schwab Corp?
↗
October 08, 2025
Via
Benzinga
Rep. Rick Allen Has Sold Up to $15K Worth Of Accenture Stock: Here's What You Should Know
↗
October 08, 2025
Via
Benzinga
Webull (NASDAQ:WBUL) Shares Tumble After Massive 3 Million Share Block Trade Rattles Market Confidence
October 08, 2025
New York, NY – October 8, 2025 – Webull Corp. (NASDAQ:WBUL) experienced a significant downturn in its stock price today following a substantial block trade involving 3 million Class A shares. This...
Via
MarketMinute
Schwab Stock Plan Services Launches Schwab Private Issuer Equity Services
October 08, 2025
From
The Charles Schwab Corporation
Via
Business Wire
$100 Invested In Charles Schwab 5 Years Ago Would Be Worth This Much Today
↗
October 06, 2025
Via
Benzinga
Retail Resurgence: Schwab Clients Drive Market Momentum, Outpacing S&P 500 in September
October 06, 2025
As the financial markets navigate the latter half of 2025, a significant trend is emerging from the individual investor landscape: a robust surge in retail trading activity. While specific official...
Via
MarketMinute
Topics
Artificial Intelligence
Stocks
Texas Stock Exchange Receives Federal Nod, Poised to Challenge NYSE and Nasdaq Duopoly
October 06, 2025
The financial landscape of the United States is on the cusp of a significant transformation with the recent federal approval of the Texas Stock Exchange (TXSE). On September 30, 2025, the U.S....
Via
MarketMinute
Topics
Economy
Initial Public Offering
Regulatory Compliance
Schwab Trading Activity Index™: STAX Score Keeps Rising in September
October 06, 2025
From
The Charles Schwab Corporation
Via
Business Wire
3 Top ETFs I Can't Wait to Buy More of in My Retirement Account This October
↗
October 05, 2025
These ETFs can help me have a more financially secure retirement.
Via
The Motley Fool
Topics
ETFs
Retirement
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