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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
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
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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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2 Dividend Stocks You Won't Find in the Schwab U.S. Dividend Equity ETF (SCHD). And They're Better Buys.
↗
August 01, 2025
The ETF is a good option for dividend investors, but there may be better ones now.
Via
The Motley Fool
Topics
ETFs
Stocks
Robinhood's Q2 2025 Earnings Soar, Signaling a New Era for the Fintech Giant
July 31, 2025
Robinhood Markets, Inc. (NASDAQ: HOOD) has delivered a stunning performance in its second quarter of 2025, reporting financial results that significantly exceeded analyst expectations. The fintech...
Via
MarketMinute
Topics
Regulatory Compliance
Federal Reserve Holds Steady: A Cautious Stance Amidst Economic Crosscurrents
July 31, 2025
The Federal Reserve has once again opted to maintain its benchmark interest rate, keeping it within the range of 4.25% to 4.5%. This marks the fifth consecutive time the central bank has held rates...
Via
MarketMinute
Topics
Economy
Supply Chain
Bullish Sentiment Rebounds Even as More Than Half of Traders Believe the Market is Over-Valued
July 30, 2025
From
The Charles Schwab Corporation
Via
Business Wire
Assessing Charles Schwab: Insights From 20 Financial Analysts
↗
July 29, 2025
Via
Benzinga
Schwab Study: Retirement Confidence Dips Amid Inflation Concerns; Savers Respond by Cutting Personal Spending While Maintaining 401(k) Contributions
July 29, 2025
From
The Charles Schwab Corporation
Via
Business Wire
3 Dividend-Paying ETFs to Buy in July Even if the S&P 500 Sells Off
↗
July 29, 2025
Investing in dividend-paying ETFs can be a great way to achieve diversification and generate passive income no matter what the broader market is doing.
Via
The Motley Fool
Topics
ETFs
Economy
Energy
4 Stocks Planning to Substantially Boost Buybacks After Solid Q2
↗
July 28, 2025
Earnings reports are rolling in one after the other, but companies that plan to increase buybacks are in the minority. These four names are doing just that.
Via
MarketBeat
Want Decades of Passive Income? Buy This Index Fund and Hold It Forever.
↗
July 27, 2025
What's better than lots of money arriving regularly, with little effort from you?
Via
The Motley Fool
Topics
Bonds
ETFs
Stocks
$148,153 vs. $38,176: Which Number Matters Most From Recent Retirement Savings Report?
↗
July 27, 2025
Neither of these two numbers is necessarily the yardstick you'll want to measure your own progress against.
Via
The Motley Fool
Topics
Retirement
The Best High-Yield Dividend ETF to Own for the Next 10 Years
↗
July 25, 2025
Via
The Motley Fool
Topics
ETFs
Stocks
US Stocks Likely To Open On A Mixed Note: Intel, Philips 66, Centene, Charter Earnings In Focus
↗
July 25, 2025
U.S. stock futures swung between gains and losses on Friday after ending on a mixed note on Thursday. Futures were mixed.
Via
Benzinga
Hugo Inc. Strengthens Position as Dedicated CX Leader for Play-to-Earn and Get-Paid-To Platforms
July 25, 2025
Chicago, Illinois--(Newsfile Corp. - July 25, 2025) - Hugo Inc. has launched a dedicated division serving Play-to-Earn (P2E) and Get-Paid-To...
Via
Newsfile
Topics
Artificial Intelligence
Fraud
Intel, Phillips 66 And 3 Stocks To Watch Heading Into Friday
↗
July 25, 2025
U.S. stock futures up, notable stocks to watch: Charter Communications, Charles Schwab, Centene Corp., Intel Corp., and Phillips 66.
Via
Benzinga
Here's How Much Money It Takes to Be Considered "Wealthy" in 2025
↗
July 25, 2025
Via
The Motley Fool
Schwab Authorizes $20 Billion Stock Repurchase, Declares Common Stock Dividend, and Declares Preferred Stock Dividends
July 24, 2025
From
The Charles Schwab Corporation
Via
Business Wire
$100 Invested In Charles Schwab 5 Years Ago Would Be Worth This Much Today
↗
July 22, 2025
Via
Benzinga
10 Financials Stocks Whale Activity In Today's Session
↗
July 22, 2025
Via
Benzinga
2 High-Yield Dividend ETFs That Could Deliver Steady Income for Decades
↗
July 22, 2025
Via
The Motley Fool
Topics
ETFs
Stocks
Robinhood’s Journey: From Startup Disruptor to Mainstream Market Power (NASDAQ:HOOD)
July 21, 2025
In the vast and rapidly evolving world of financial technology, few names have captured both the imagination and ire of investors like Robinhood (NASDAQ:HOOD). Launched with the audacious goal of...
Via
MarketMinute
Topics
Credit Cards
Lawsuit
Retirement
Charles Schwab's Crypto Plans Add Fuel To Post-Earnings Rally
↗
July 21, 2025
Charles Schwab (NYSE: SCHW) reported strong Q2 results, beating estimates. Wall Street analysts have raised price forecasts, citing strong fundamentals and growth initiatives, including Bitcoin and...
Via
Benzinga
Charles Schwab Analysts Boost Their Forecasts After Better-Than-Expected Q2 Earnings
↗
July 21, 2025
Via
Benzinga
Amazon To Rally Around 8%? Here Are 10 Top Analyst Forecasts For Monday
↗
July 21, 2025
Via
Benzinga
Schwab Announces Further Expansion of Overnight Trading
July 21, 2025
From
The Charles Schwab Corporation
Via
Business Wire
Charles Schwab Q2 Revenue Rises 25%
↗
July 21, 2025
Via
The Motley Fool
Topics
Retirement
Want Decades of Passive Income? Buy This ETF and Hold It Forever
↗
July 19, 2025
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Stocks
Could an Investment in SCHD Help Supplement Social Security Income in Retirement?
↗
July 19, 2025
Don't let this ETF's recent weak performance deter you from considering a long-term position for its income-producing potential.
Via
The Motley Fool
Topics
Artificial Intelligence
Bonds
ETFs
Is the Schwab U.S. Dividend Equity ETF a Buy Now?
↗
July 19, 2025
The Schwab U.S. Dividend Equity ETF has attracted massive inflows lately. Here's what income investors need to know about this $70 billion fund.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Economy
Charles Schwab To Launch Bitcoin, Ethereum Trading Services
↗
July 18, 2025
Charles Schwab (NYSE:SCHW), one of the largest brokerage firms in the United States, has confirmed plans to launch Bitcoin (CRYPTO: BTC) and Ethereum (CRYPTO:
Via
Benzinga
Stocks Slip As Netflix Fails To Impress, Bitcoin Eyes Negative Week: What's Moving Markets Friday?
↗
July 18, 2025
It’s a cautious end to the week on Wall Street, as earnings from Netflix Inc. (NASDAQ:NFLX) failed to impress investors.
Via
Benzinga
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