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home
about us
Investment Approach
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Market Analysis Summary
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Team Biographies
Firm ADV PDFs
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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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
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
MARKET RESEARCH
Featured Quarterly Newsletter
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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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All News about Charles Schwab
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What You Don’t Know About ETFs Might Hurt You. Rob’s Here to Help.
April 23, 2026
The ETF market is booming, and could soon swallow Wall Street — along with unsuspecting investors. Barchart columnist Rob Isbitts explains how his unique indicator pinpoints risk and what he wishes...
Via
Barchart.com
Topics
Derivatives
ETFs
Why I Just Backed Up the Truck and Loaded Up on This Top ETF
↗
April 23, 2026
I just bought a bunch more shares of the Schwab U.S. Dividend Equity ETF.
Via
The Motley Fool
Topics
ETFs
Stocks
5 Revealing Analyst Questions From Charles Schwab’s Q1 Earnings Call
April 23, 2026
Charles Schwab’s first quarter results reflected broad-based client engagement and continued expansion across its wealth, trading, and banking platforms. Man...
Via
StockStory
Topics
ETFs
Earnings
New Book Reveals Why Clinical Skills Alone Aren't Enough in Modern Dentistry
April 22, 2026
Via
PRLog
3 Reasons Why This Dividend ETF Keeps Attracting Smart Money
↗
April 22, 2026
Investors stuck with the Schwab U.S. Dividend Equity ETF over the past few years. Their patience is being rewarded in 2026.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Better Dividend ETF: Schwab's SCHD vs. Vanguard's VIG
↗
April 22, 2026
Explore how sector focus and dividend strategy set these two leading ETFs apart for investors seeking income and stability.
Via
The Motley Fool
Topics
ETFs
Stocks
Retirees: Here's Why I'd Own SCHD Over Bonds in a Volatile Market
↗
April 22, 2026
With interest rate and inflation risks rising for bonds, it's time to consider switching to dividend stocks for income.
Via
The Motley Fool
Topics
Bonds
ETFs
Economy
This ETF's Trouncing the S&P 500 by 10 Percentage Points in 2026, and It Can Keep Outperforming
↗
April 22, 2026
A focus on a few simple criteria ensures a portfolio of high-quality value stocks that can outperform.
Via
The Motley Fool
Topics
ETFs
Stocks
Interactive Brokers Earnings Meet Views Amid Higher Trading Activity. The Stock Is Falling
↗
April 21, 2026
Interactive Brokers met EPS views and just missed on revenue.
Via
Investor's Business Daily
Small Caps, Big Possibilities With This Cheap Schwab ETF
↗
April 21, 2026
With the Schwab International Small-Cap Equity ETF, investors need not fear international small caps. They can embrace this potent asset class.
Via
The Motley Fool
Topics
ETFs
Bitcoin Hits $78,000 Wall, But Charles Schwab Analyst Says The Real Resistance Is Higher
↗
April 21, 2026
Bitcoin (CRYPTO: BTC) has stalled at $78,000 as Charles Schwab
Via
Benzinga
SCHD vs. VOO: Which One Will Make You Richer?
↗
April 21, 2026
The Schwab U.S. Dividend Equity ETF (SCHD) has been an elite performer in 2026. Is it now the better choice over the S&P 500?
Via
The Motley Fool
Topics
ETFs
Economy
Stocks
As Charles Schwab Unveils a New Crypto Trading Program, Is SCHW Stock a Buy, Sell, or Hold?
April 20, 2026
Charles Schwab's launch of Schwab Crypto gives its 39 million accounts a seamless way to trade BTC and ETH at competitive pricing, arriving just as Interactive Brokers and Coinbase converge on each...
Via
Barchart.com
The S&P’s New High Is Anything but Blah
↗
April 20, 2026
The S&P 500 has soared past 7,000 for the first time. Our team reflects on the market’s rapid rebound and dissects the financial reports we’ve received so far.
Via
The Motley Fool
Topics
Stocks
The PDT Rule Is On Its Way Out: 5 Stocks That Stand to Benefit the Most
↗
April 20, 2026
Via
MarketBeat
Which Is the Better Short-Term Bond ETF, iShares' IGSB or Schwab's SCHO?
↗
April 20, 2026
Explore how the underlying bond mix and risk profiles of these ETFs can shape your fixed income strategy in today’s market.
Via
The Motley Fool
Topics
Bonds
ETFs
Chip Stocks and Bank Earnings Extravaganza
↗
April 18, 2026
In this episode, Fool contributors discuss recent financial results from banking giants Bank of America and Charles Schwab and key providers in the semiconductor industry, Taiwan Semiconductor and...
Via
The Motley Fool
Topics
Artificial Intelligence
Dividend Stocks Are Beating the Market in 2026. Here Is Why That Makes Sense Right Now.
↗
April 18, 2026
Investors can't help but notice all the things seemingly working against the economy right now, and growth companies in the AI business in particular.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Economy
Chemical M&A Activity Shifts Toward Specialty Segments Amid Market Realignment
April 17, 2026
Via
Press Release Distribution Service
These Analysts Increase Their Forecasts On Charles Schwab After Upbeat Earnings
↗
April 17, 2026
Charles Schwab (NYSE:SCHW) reports strong Q1 earnings, beating analyst expectations. Wealth and banking solutions reach record levels, stock rises 1.5%.
Via
Benzinga
Charles Schwab Posts Strong Q1, Analyst Raises Price Target On Monetization Opportunities
↗
April 17, 2026
Charles Schwab reported strong Q1 results and has potential for growth, JPMorgan analyst says. Predicts platform monetization opportunities.
Via
Benzinga
Better Bond ETF: Schwab's SCHQ vs. State Street's SPLB
↗
April 17, 2026
Two low-cost bond ETFs, but with sharply different strategies — see how portfolio focus shapes risk and income potential for investors.
Via
The Motley Fool
Topics
Bonds
ETFs
SCHQ vs. TLT: Same Treasury DNA, Very Different Cost and Duration
↗
April 17, 2026
Weighing cost, yield, and risk, SCHQ and TLT take different approaches to long-term Treasury exposure for today’s bond investors.
Via
The Motley Fool
Topics
Bonds
ETFs
SCHO vs. BSV: Pure Treasury Safety or a Broader Short-Term Bond Mix?
↗
April 17, 2026
Explore how subtle differences in portfolio makeup and risk can shape your choice between these two popular short-term bond ETFs.
Via
The Motley Fool
Topics
Bonds
ETFs
Stock Index Futures Gain on Hopes for U.S.-Iran Deal, Netflix Sinks on Disappointing Guidance
April 17, 2026
June S&P 500 E-Mini futures (ESM26) are up +0.23%, and June Nasdaq 100 E-Mini futures (NQM26) are up +0.20% this morning as investors take on more risk amid mounting speculation that a deal to end the...
Via
Barchart.com
Topics
Economy
Government
Stocks
SCHW Q1 Deep Dive: Client Growth, AI Initiatives, and Wealth Platform Expansion
April 17, 2026
Financial services giant Charles Schwab (NYSE:SCHW) met Wall Street’s revenue expectations in Q1 CY2026, with sales up 15.8% year on year to $6.48 billion. I...
Via
StockStory
Topics
Artificial Intelligence
Crypto News: Ethereum Based Pepeto Funds Update $9.12 Million While the Ethereum Price Points Toward New ATH
April 16, 2026
Over $9.12 million flowed into the Pepeto presale after the latest stage sold out, a pace no other token has
Via
First Publisher
Stock Market Today, April 16: Robinhood Slips as Schwab’s Crypto Push Raises New Competition
↗
April 16, 2026
Robinhood slipped as Schwab’s crypto push raised new competition, even as the SEC’s removal of the pattern day trader rule positions the platform for higher retail trading activity.
Via
The Motley Fool
Topics
Initial Public Offering
Regulatory Compliance
Stocks
Stock Market Today, April 16: Markets Nudge Upwards, Setting New Records
↗
April 16, 2026
Cautious optimism continued to drive stocks as earnings and jobless claims show resilience, today, April 16, 2026.
Via
The Motley Fool
Topics
Stocks
Charles Schwab (NYSE:SCHW) Posts Q1 CY2026 Sales In Line With Estimates
April 16, 2026
Financial services giant Charles Schwab (NYSE:SCHW) met Wall Street’s revenue expectations in Q1 CY2026, with sales up 15.8% year on year to $6.48 billion. I...
Via
StockStory
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