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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
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
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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
)
92.42
+1.54 (+1.69%)
Streaming Delayed Price
Updated: 1:11 PM EDT, May 18, 2026
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Check Out What Whales Are Doing With SCHW
↗
November 10, 2025
Via
Benzinga
Veterans Day 2025: Stock Markets Remain Open While Bond Markets Observe Holiday
November 10, 2025
As Veterans Day approaches on Tuesday, November 11, 2025, investors and market participants are reminded of the nuanced holiday schedule observed by the U.S. financial markets. While many federal...
Via
MarketMinute
Topics
Bonds
Economy
Schwab Trading Activity Index™: STAX Score Is Up for Fifth Consecutive Month in October
November 10, 2025
From
The Charles Schwab Corporation
Via
Business Wire
Why Did Forge Global Stock Rocket 66% Pre-Market Today?
↗
November 06, 2025
Via
Stocktwits
Stock Market Stands Firm: Trading Continues on Veterans Day, November 11th
November 10, 2025
As Veterans Day approaches on November 11th, many investors are often left wondering whether the nation's financial markets will observe the federal holiday with a day of rest. For the upcoming...
Via
MarketMinute
Topics
Bonds
Economy
New to Investing? These Are 2 Excellent ETFs to Put in Your Portfolio for Years.
↗
November 10, 2025
Exchange-traded funds can give investors exposure to some solid growth and dividend stocks, without introducing much risk.
Via
The Motley Fool
Topics
ETFs
Dogecoin Eyes Historic $1-$2 Surge as Bitwise ETF Looms and Whales Accumulate
November 10, 2025
November 9, 2025 – The cryptocurrency world is buzzing with anticipation as Dogecoin (DOGE) finds itself at the precipice of a potentially historic price surge, with technical analysis, notably the...
Via
BreakingCrypto
Topics
Artificial Intelligence
Derivatives
ETFs
Better U.S. Treasury ETF: Schwab Long-Term U.S. Treasury vs. Vanguard Long-Term Treasury
↗
November 09, 2025
Better U.S. Treasury ETF: Schwab Long-Term U.S. Treasury vs. Vanguard Long-Term Treasury
Via
The Motley Fool
Topics
Bonds
ETFs
The Multi-Asset Revolution: How Integrated Platforms are Reshaping Bitcoin Trading
November 08, 2025
The financial landscape is currently undergoing a significant transformation, marked by the surging popularity of multi-asset brokers. These platforms, offering a unified gateway to diverse investment...
Via
MarketMinute
Topics
Derivatives
ETFs
Regulatory Compliance
Schwab: Half Of US Investors May Ditch Other Assets For ETFs — 4 Funds To Watch
↗
November 08, 2025
Nearly half of ETF investors could go all-ETF within five years, Schwab says. Here's how they're building portfolios with funds like ITOT, BND, and XLK.
Via
Benzinga
Topics
ETFs
Is the Schwab U.S. Dividend Equity ETF a Buy Now?
↗
November 08, 2025
Not every investor will like this exchange-traded fund. But many will.
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Stocks
Bitcoin’s $100K Tango: A New Normal or a Pre-Halving Pause?
November 07, 2025
November 7, 2025 – Bitcoin (BTC) is currently navigating a pivotal phase, hovering around the $100,000 mark after a significant surge that saw it reach an all-time high of over $126,270 on October 6,...
Via
BreakingCrypto
Topics
Artificial Intelligence
ETFs
Economy
Krilogy Financial Adds $15 Million Worth of Victoryshares Free Cash Flow ETF (NASDAQ: VFLO): Should Investors Buy Too?
↗
November 07, 2025
Krilogy Financial Adds $15 Million Worth of Victoryshares Free Cash Flow ETF (NASDAQ: VFLO): Should Investors Buy Too?
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
AI Takes Center Stage: Schwab Leaders Declare AI a Dual Priority for RIAs Amidst Rapid Adoption
November 07, 2025
San Francisco, CA – November 7, 2025 – The financial advisory landscape is undergoing a profound transformation, with Artificial Intelligence emerging as a strategic imperative for Registered...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Fraud
Most ETF Investors Can Envision Moving to ETF-Only Portfolios With Half Saying It Could Be in the Next Five Years
November 06, 2025
From
The Charles Schwab Corporation
Via
Business Wire
Why Snap Shares Are Trading Higher By Around 20%; Here Are 20 Stocks Moving Premarket
↗
November 06, 2025
Via
Benzinga
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
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
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