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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
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
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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
)
101.56
-1.24 (-1.21%)
Official Closing Price
Updated: 7:00 PM EDT, Jul 17, 2026
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SCHD vs. VIG: Which Dividend ETF Is the Better Buy?
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January 18, 2026
Choosing between the Vanguard Dividend Appreciation ETF (VIG) and the Schwab U.S. Dividend Equity ETF (SCHD) really comes down to how you feel about the current market rotation.
Via
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Prediction: This Growth ETF Will Crush the S&P 500 Over the Next 10 Years
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January 18, 2026
This ETF could be poised for substantial growth over the next decade.
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SCHD vs VYM: What's the Better High-Yield Dividend ETF Buy?
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January 18, 2026
These exchange-traded funds are two of the most popular dividend ETFs. One of them is clearly better than the other.
Via
The Motley Fool
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SCHG vs. VOOG: Which Popular Large-Cap Growth ETF Is the Better Buy Right Now?
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January 18, 2026
Fee structure, portfolio concentration, and sector exposure set these two growth ETFs apart for investors weighing long-term strategy.
Via
The Motley Fool
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SCHW Stock Gets Multiple Wall Street Price Target Updates — What’s Driving The Optimism?
↗
January 15, 2026
Via
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SCHG vs. VUG: Here's How to Decide on the Right Growth ETF for Your Portfolio
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January 17, 2026
Explore how portfolio breadth and sector exposure set these two low-cost growth ETFs apart for investors seeking diversification.
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You've Never Heard of This Fintech Stock -- But You Will
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January 17, 2026
The largest institutional investors in the market rely on this little-known service provider.
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Is Robinhood Stock a Buy Now?
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January 17, 2026
Robinhood has built a great business in a largely rising market. What happens when the next big bear arrives?
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Here's How Much You Would Have Made Owning Schwab U.S. Large-Cap Growth ETF Stock In The Last 15 Years
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January 16, 2026
Via
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Active ETFs Face New Cost Pressure As Schwab Weighs Distribution Fees, JPMorgan Says
↗
January 16, 2026
Active ETFs could face new costs as JPMorgan flags a $500M opportunity for Schwab to charge ETF issuers for data, marketing and platform access.
Via
Benzinga
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Want to Collect Dividends Every Month? Invest in These 2 ETFs
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January 16, 2026
These dividend-paying ETFs have high yields and can provide you with some great diversification.
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The Motley Fool
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The $7.8 Trillion Dam Breaks: How the 'Cash Wall' is Fueling a Historic January Effect
January 15, 2026
As of January 15, 2026, the global financial markets are witnessing a tectonic shift in capital allocation. After three years of investors huddling in the safety of high-yield cash vehicles, the...
Via
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The $7.8 Trillion 'Wall of Cash' Meets the January Effect: A Great Rotation Underway
January 15, 2026
As the calendar turned to 2026, the financial world found itself staring at a numerical monolith: a record $7.8 trillion sitting in U.S. money market funds. This unprecedented "wall of cash," which has...
Via
MarketMinute
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Bonds
Credit Cards
An SCHD Comeback in 2026? Why I'm Not Seeing It Yet.
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January 15, 2026
The Schwab U.S. Dividend Equity ETF (SCHD) has been on a miserable three-year run. Is this the year that things finally turn around?
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The Motley Fool
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Artificial Intelligence
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Schwab Kicks Off 2026 With Expanded Education Experiences
January 15, 2026
From
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Via
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Who wouldn't love to have streams of cash coming to them regularly?
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Coinbase (COIN) 2026 Deep-Dive: From Crypto Proxy to S&P 500 Pillar
January 14, 2026
As of January 14, 2026, Coinbase Global, Inc. (NASDAQ: COIN) stands as a radically different entity than the one that debuted on the public markets five years ago. Once viewed as a high-beta proxy for...
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Finterra
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3 Top Dividend Stocks to Buy and Hold Forever for Growing Income
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January 13, 2026
Buying the best dividend stocks combines long-term gains with rising dividend income.
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Schwab vs. iShares: Is SCHA or IJR the Better U.S. Small-Cap ETF?
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January 13, 2026
Risk profiles, dividend yields, and stock selection set these two small-cap ETFs apart in ways that matter for portfolio construction.
Via
The Motley Fool
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VONG vs. SCHG: Which of These Popular Growth ETFs Is the Better Choice for Investors?
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January 12, 2026
Targeted tech exposure or broader diversification? Unpack how portfolio makeup and sector focus set these two growth ETFs apart.
Via
The Motley Fool
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ETFs
SCHG vs. MGK: Are Investors Better Off With Diversified Tech Exposure or a Mega-Cap ETF?
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January 11, 2026
Explore how differences in cost, holdings, and risk profiles set these two popular growth ETFs apart for investors.
Via
The Motley Fool
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Is the Schwab U.S. Dividend Equity ETF a Buy Now?
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January 11, 2026
It's time to start thinking strategically -- and even philosophically -- about how seemingly similar funds are actually quite different.
Via
The Motley Fool
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Looking for a REIT ETF? RWR and SCHH Offer Many Similarities -- and a Few Key Differences
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January 11, 2026
Explore how differences in fees, yield, and fund history may influence your choice between these two leading U.S. REIT ETFs.
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The Best Growth Index ETF to Invest $100 in Right Now
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January 09, 2026
This growth index ETF is an investor favorite, and that faith has been rewarded with stellar long-term performance.
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The Motley Fool
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These Are the 3 Biggest Financial Stock Winners of 2025. Can They Carry the Momentum Into 2026?
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January 09, 2026
These three under-the-radar financial stocks outperformed the likes of Robinhood, Dave, and SoFi last year, but can they carry on their winning streak?
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MergersandAcquisitions.net Releases Groundbreaking E-Commerce & Retail M&A Trends Report for 2026
January 09, 2026
Via
Press Release Distribution Service
What Investors Should Know About a $13 Million Exit From ABM Industries Stock
↗
January 09, 2026
ABM Industries delivers integrated facility solutions to commercial, educational, and industrial clients across the U.S. and abroad.
Via
The Motley Fool
Topics
Regulatory Compliance
This Adviser Walked Away From an $11 Million Auto Parts Stock Down 8% This Past Year
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January 09, 2026
LKQ Corporation distributes new and recycled automotive parts across North America and Europe, serving repair shops and dealerships.
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The Motley Fool
Topics
Regulatory Compliance
Supply Chain
3 Magnificent ETFs for Retirees That Offer a Solid Mix of Stability and Dividends
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January 08, 2026
These funds can be relatively safe options to put money into, even if you're worried about the markets.
Via
The Motley Fool
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If You Invested $100 In Schwab U.S. Large-Cap Growth ETF Stock 5 Years Ago, You Would Have This Much Today
↗
January 08, 2026
Via
Benzinga
Topics
ETFs
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