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home
about us
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Charles Schwab
(NY:
SCHW
)
95.23
-0.18 (-0.19%)
Official Closing Price
Updated: 7:00 PM EST, Mar 6, 2026
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All News about Charles Schwab
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BlackRock's Larry Fink, Roche's André Hoffmann Named Interim Co-Chairs Of World Economic Forum: Klaus Schwab Cleared Of Wrongdoing
↗
August 15, 2025
The Switzerland-based international advocacy non-governmental organization and think tank also cleared its founder, Klaus Schwab, and his wife, Hilde Schwab, of any wrongdoing.
Via
Stocktwits
A Glimpse Into The Expert Outlook On Charles Schwab Through 19 Analysts
↗
August 15, 2025
Via
Benzinga
Viking Global Dumps UnitedHealth, Loads Up On Disney, McDonald's, JPMorgan, AMD In Q2 Shake-Up
↗
August 15, 2025
Via
Benzinga
This Is the 3rd Priciest Stock Market in 154 Years, Which Makes This High-Yield ETF a Genius Buy Right Now
↗
August 15, 2025
This premier exchange-traded fund (ETF) offers the ideal mix of high yield, low fees, potential downside protection, and ample upside reward.
Via
The Motley Fool
Topics
ETFs
Stocks
Federal Reserve Rate Cut Hopes Dwindle as Stubborn Inflation Surges Post-PPI
August 14, 2025
Washington D.C. – Hopes for an imminent Federal Reserve interest rate cut have significantly dimmed following the release of hotter-than-expected Producer Price Index (PPI) data on August 14, 2025. The...
Via
MarketMinute
Topics
Bonds
Economy
Stocks
Stay informed with the top movers within the S&P500 index on Thursday.
↗
August 14, 2025
Join us in exploring the top gainers and losers within the S&P500 index one hour before the close of the markets on Thursday as we examine the latest happenings in today's session.
Via
Chartmill
These S&P500 stocks are moving in today's session
↗
August 14, 2025
Curious about the S&P500 stocks that are in motion on Thursday? Join us as we explore the top movers within the S&P500 index during today's session.
Via
Chartmill
What Does the Market Think About Charles Schwab?
↗
August 14, 2025
Via
Benzinga
Schwab Reports Monthly Activity Highlights
August 14, 2025
From
The Charles Schwab Corporation
Via
Business Wire
Is the Schwab U.S. Dividend Equity ETF a Buy Now?
↗
August 12, 2025
The Schwab U.S. Dividend Equity ETF offers an attractive mix of company quality, yield, and growth.
Via
The Motley Fool
Topics
ETFs
Stocks
Here Are Billionaire Ken Griffin's 5 Biggest Stock Holdings
↗
August 11, 2025
A longtime leader in financial services tops the list.
Via
The Motley Fool
Americans Say $839,000 Is 'Comfortable' — But A Financial Therapist Warns That Net Worth Alone 'Misleads' Your True Wealth
↗
August 11, 2025
Via
Benzinga
The Smartest Dividend ETF to Buy With $2,000 Right Now
↗
August 10, 2025
Any of them would work well enough if you don't actually need the income right now, but brewing changes make one more of a winner than all the others.
Via
The Motley Fool
Topics
ETFs
Stocks
2 Dividend ETFs to Buy With $1,000 and Hold Forever
↗
August 10, 2025
Investing in quality dividend ETFs can offer a great way to boost your portfolio returns.
Via
The Motley Fool
Topics
ETFs
Stocks
SCHWAB (CHARLES) CORP (NYSE:SCHW): A Strong Momentum Stock Aligning with Minervini’s Trend Model
↗
August 09, 2025
SCHWAB (SCHW) aligns with Minervini’s Trend Model, showing strong technicals, earnings growth, and breakout potential—ideal for momentum investors.
Via
Chartmill
2 High-Yielding ETFs That You Can Rely on for Recurring Income
↗
August 09, 2025
The funds listed here offer a good mix of safety, diversification, and dividends.
Via
The Motley Fool
Topics
ETFs
This Is the Net Worth You Need to Be "Financially Comfortable" in 2025, According to the Average American
↗
August 09, 2025
With the right investments, it's simpler than you might think to accumulate $1 million or more over time.
Via
The Motley Fool
Topics
ETFs
1 No-Brainer Dividend Index Fund to Buy Right Now for Less Than $500
↗
August 08, 2025
This ETF offers a great mix of dividend yield and price appreciation.
Via
The Motley Fool
Topics
ETFs
SCHWAB (CHARLES) CORP (NYSE:SCHW) Shows Strong Growth Momentum and Technical Strength for Investors
↗
August 07, 2025
SCHWAB (CHARLES) CORP (SCHW) shows strong growth momentum with 56.2% EPS growth, rising analyst estimates, and a 10 Technical Rating, making it a top pick for momentum investors.
Via
Chartmill
1 BlackRock ETF to Buy Before It Soars 160% in 2025, According to Select Wall Street Analysts
↗
August 07, 2025
The iShares Bitcoin Trust could skyrocket as Bitcoin adoption increases among institutional investors.
Via
The Motley Fool
Topics
ETFs
Government
Regulatory Compliance
How Much Makes Someone Wealthy, and Why It Can Pay to Delay Social Security
↗
August 06, 2025
Have you started thinking yet about when you'll start taking Social Security?
Via
The Motley Fool
Topics
Retirement
A Rough Day for "Dividend Knights"
↗
August 06, 2025
Between battered industries and overlooked opportunities, plenty of dividend-paying companies have slipped.
Via
The Motley Fool
Here's How Much $100 Invested In Charles Schwab 20 Years Ago Would Be Worth Today
↗
August 05, 2025
Via
Benzinga
The Smartest Dividend ETF to Buy With $100 Right Now
↗
August 05, 2025
Income investors will appreciate the Schwab U.S. Dividend Equity ETF's consistency and stability.
Via
The Motley Fool
Topics
ETFs
Schwab Trading Activity Index™: Cautious Optimism in July as STAX Score Edges Upward
August 04, 2025
From
The Charles Schwab Corporation
Via
Business Wire
Is Schwab U.S. Dividend Equity ETF the Smartest Investment You Can Make Today?
↗
August 03, 2025
The Schwab U.S. Dividend Equity ETF does what you would do if you bought individual dividend stocks.
Via
The Motley Fool
Topics
ETFs
Stocks
She's 64, Retired, And Checks Her Schwab Account 5 Times A Day — 'How Do I Stop Obsessing About My Retirement Accounts?'
↗
August 03, 2025
Via
Benzinga
Topics
Retirement
1 Top Dividend ETF I Can't Wait to Buy More of in August
↗
August 02, 2025
This ETF focuses on high-quality, high-yielding dividend stocks.
Via
The Motley Fool
Topics
ETFs
Stocks
SoFi Surges on Stellar Q2 Results, But Stock Offering Casts Shadow (NASDAQ: SOFI)
August 01, 2025
SoFi Technologies (NASDAQ: SOFI) delivered a robust performance in its second quarter of 2025, reporting record revenues, continued profitability, and impressive user growth. The fintech giant's strong...
Via
MarketMinute
Topics
Credit Cards
On the 30th anniversary of the Netscape IPO the inventor of the banner ad warns: "Trouble ahead."
August 01, 2025
Via
PRLog
Topics
Artificial Intelligence
Economy
Initial Public Offering
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