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home
about us
Investment Approach
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Market Analysis Summary
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Value Proposition
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
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Charles Schwab
(NY:
SCHW
)
95.23
-0.18 (-0.19%)
Official Closing Price
Updated: 4:10 PM EST, Mar 6, 2026
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All News about Charles Schwab
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Institutions Are Snapping Up These 2 Financial Stocks—Should You?
↗
September 05, 2025
Despite interest rate headwinds from the Fed, institutions have been buying financial stocks like SCHW and KKR shares in bulk. Should you follow their lead?
Via
MarketBeat
Topics
Economy
Friday's session: gap up and gap down stock in the S&P500 index
↗
September 05, 2025
Looking for opportunities in today's market? Check out the S&P500 gap up and gap down stocks on Friday and stay ahead of the market trends.
Via
Chartmill
Mike Milligan, Founder of 1 Oak Financial Interviewed on The Influential Entrepreneurs Podcast, Discussing Results Beyond Money
September 05, 2025
Mike Milligan discusses highlights of results beyond money Listen to the interview on the Business Innovators Radio Network:...
Via
Authority Press Wire
Topics
Retirement
Why SCHD Deserves a Closer Look From Investors
↗
September 05, 2025
With growth stocks leading the way, it's easy to overlook the value of of high quality, dividend-paying stocks.
Via
The Motley Fool
Topics
ETFs
Stocks
As PCE Keeps Investors Anxious, Charles Schwab’s Liz Ann Sonders Believes This Key Report Would Impact Fed’s Rate Decision
↗
August 29, 2025
Via
Stocktwits
Topics
Economy
2 High-Yield Dividend ETFs You Can Buy With $200 in September and Hold Forever
↗
September 05, 2025
You don't need to be rich to begin building a passive income stream that could fuel your retirement dreams.
Via
The Motley Fool
Topics
ETFs
Retirement
Stocks
Schwab IMPACT® 2025: Thirty-Five Years of Independence, Big Ideas, and Community
September 04, 2025
From
The Charles Schwab Corporation
Via
Business Wire
Unpacking Q2 Earnings: Piper Sandler (NYSE:PIPR) In The Context Of Other Investment Banking & Brokerage Stocks
September 03, 2025
Wrapping up Q2 earnings, we look at the numbers and key takeaways for the investment banking & brokerage stocks, including Piper Sandler (NYSE:PIPR) and its peers.
Via
StockStory
How to Factor Home Equity Into Your Financial Plan
↗
September 03, 2025
Home prices are near all-time highs, and homeowners have never had so much equity.
Via
The Motley Fool
Topics
Government
World Trade
SCHWAB (CHARLES) CORP (NYSE:SCHW) Exhibits Strong High Growth Momentum and Technical Setup
↗
September 03, 2025
Discover SCHW's high-growth momentum with accelerating earnings, rising margins, and a strong technical setup poised for a potential breakout.
Via
Chartmill
The 5 Most Interesting Analyst Questions From Photronics’s Q2 Earnings Call
September 03, 2025
Photronics’ second quarter results were well received by the market, driven by stronger-than-expected profitability and robust performance in its flat panel display segment. Management attributed the...
Via
StockStory
Topics
Earnings
World Trade
Can This Unstoppable Vanguard ETF Make You a Millionaire?
↗
September 02, 2025
This fund could help you earn well over $1 million with next to no effort on your part.
Via
The Motley Fool
Topics
ETFs
Inflation's Stubborn Grip: PCE Index and Fed's Dilemma
September 02, 2025
The specter of persistent inflation continues to loom large over the U.S. economy, keeping both consumers and policymakers on edge. Despite the Federal Reserve's aggressive campaign of interest rate...
Via
MarketMinute
Topics
Bonds
Economy
Supply Chain
2 Top ETFs I Can't Wait to Buy More of in My Retirement Account This September
↗
August 31, 2025
These ETFs provide me with income and upside potential.
Via
The Motley Fool
Topics
ETFs
Retirement
Stocks
Sold A Dream, Stuck With A Nightmare: How A Whole Life Insurance Policy Became A Financial Trap
↗
August 30, 2025
Via
Benzinga
Should You Buy the Schwab US Dividend Equity ETF Instead of Picking Individual Stocks?
↗
August 30, 2025
If you are a dividend investor, you can buy this exchange-traded fund and let someone else do all the hard work of stock picking for you.
Via
The Motley Fool
Topics
ETFs
Stocks
If You'd Invested $1,000 in the Schwab U.S. Dividend Equity ETF (SCHD) 10 Years Ago, Here's How Much You'd Have Today
↗
August 29, 2025
This top dividend ETF has created a lot of value for investors over the past decade.
Via
The Motley Fool
Topics
ETFs
Q2 Earnings Highlights: Morgan Stanley (NYSE:MS) Vs The Rest Of The Investment Banking & Brokerage Stocks
August 28, 2025
As the Q2 earnings season wraps, let’s dig into this quarter’s best and worst performers in the investment banking & brokerage industry, including Morgan Stanley (NYSE:MS) and its peers.
Via
StockStory
Inflation's Stubborn Grip: A Looming Challenge for the Federal Reserve and the U.S. Economy
August 27, 2025
The specter of persistent inflation, stubbornly holding above the Federal Reserve's long-term target of 2%, is casting a long shadow over the U.S. economy and financial markets. Recent data reveals a...
Via
MarketMinute
Topics
Economy
Supply Chain
World Trade
The $7 Trillion Question: A Tidal Wave of Capital Poised to Reshape Stock Markets
August 27, 2025
An unprecedented sum of approximately $7.19 trillion currently sits in money market funds, a colossal reservoir of capital that has captivated the attention of financial strategists worldwide. This...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Here's How Much $1000 Invested In Charles Schwab 20 Years Ago Would Be Worth Today
↗
August 26, 2025
Via
Benzinga
A Bear Market Could Derail Your Retirement. Here's What Retirees Need to Know.
↗
August 26, 2025
A little bit of understanding and perspective will make prolonged marketwide weakness much easier to survive.
Via
The Motley Fool
Topics
Bonds
Economy
Retirement
Is the Schwab US Dividend Equity ETF a Safer Bet in a Volatile Market?
↗
August 26, 2025
You can buy the market, a tech-focused ETF, or an ETF that uses a well-structured screening approach. Most investors should go with the third option.
Via
The Motley Fool
Topics
ETFs
Stocks
Top 5 ETFs and Stocks to Watch as the Fed Eyes Rate Cuts
↗
August 25, 2025
Powell’s dovish Jackson Hole remarks signal that the Fed could cut rates as early as September, with markets now pricing an 80% chance of a 25 bps cut.
Via
MarketBeat
Topics
ETFs
Economy
SCHWAB (CHARLES) CORP (NYSE:SCHW) Presents Strong Technical and Setup Ratings for Potential Breakout
↗
August 25, 2025
SCHW stock shows strong technical momentum with a 9/10 rating, forming a tight consolidation pattern for a potential breakout above $99 resistance.
Via
Chartmill
Want Decades of Passive Income? Buy This Index Fund and Hold It Forever.
↗
August 22, 2025
Sit back and let the income roll in with this great exchange-traded fund.
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Stocks
Why the Schwab U.S. Dividend Equity ETF (SCHD) Could Deserve a Spot in Your Portfolio
↗
August 22, 2025
This ETF focuses on high-performing stocks.
Via
The Motley Fool
Topics
ETFs
Stocks
Why I Continue Piling Into These 2 High-Yielding ETFs for Passive Income
↗
August 19, 2025
These ETFs make it easy for me to boost my passive income.
Via
The Motley Fool
Topics
ETFs
Stocks
Celebrating Five Years of Investing in Future Advisors: Schwab’s RIATA Scholarship Program Recognizes 15 Promising Students in 2025
August 18, 2025
From
The Charles Schwab Corporation
Via
Business Wire
1 Reason to Buy Robinhood Markets (HOOD) Stock
↗
August 16, 2025
The company is just scratching the surface of its growth potential.
Via
The Motley Fool
Topics
Artificial Intelligence
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