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home
about us
Investment Approach
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Market Analysis Summary
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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
MARKET RESEARCH
Featured Quarterly Newsletter
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Charles Schwab
(NY:
SCHW
)
92.39
+1.51 (+1.66%)
Official Closing Price
Updated: 4:10 PM EDT, May 18, 2026
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All News about Charles Schwab
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Market Trembles as Regional Bank Woes and Trade War Fears Ignite Broad Sell-Off
October 16, 2025
New York, NY – October 16, 2025 – The U.S. stock market experienced a significant downturn today, with major indices closing sharply lower as renewed anxieties over regional bank stability and an...
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Retail Traders Drive Record Options Volume Amid Market Turmoil: A New Era of Influence
October 16, 2025
New York, NY – October 16, 2025 – The financial markets witnessed an extraordinary event just last week, on Friday, October 10, 2025, as options trading volume surged to an unprecedented high, clearing...
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An Overview of Charles Schwab's Earnings
↗
October 15, 2025
Via
Benzinga
Earnings Season Fuels Market Optimism Amidst Economic Headwinds
October 16, 2025
As the Q3 2025 earnings season unfolds, corporate America is delivering a powerful narrative of resilience and growth, significantly influencing overall stock market movements. Despite a complex...
Via
MarketMinute
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Dow Surges Over 100 Points; Charles Schwab Posts Upbeat Earnings
↗
October 16, 2025
Via
Benzinga
Topics
Stocks
Charles Schwab Reports Strong Q3 2025 Results On Client Growth And Efficiency
↗
October 16, 2025
Charles Schwab delivered Q3 EPS of $1.31 on $6.1 billion in revenue, exceeding estimates and reflecting strong client inflows.
Via
Talk Markets
Gold Hits $4,270, Bitcoin Plunges Below $110,000: What's Moving Markets Thursday?
↗
October 16, 2025
In an otherwise cautious session on Wall Street, gold and silver stole the spotlight once again, with both precious metals pushing to fresh record highs — gold touching $4,270 per ounce and silver...
Via
Benzinga
Charles Schwab Clocks 27% Revenue Growth, Record Client Assets
↗
October 16, 2025
Charles Schwab shares rose after reporting Q3 EPS of $1.31, up 70% Y/Y, and record client assets of $11.6 trillion.
Via
Benzinga
Charles Schwab, Interactive Brokers Eye Buy Points Amid Results
↗
October 16, 2025
Charles Schwab stock looked to clear a trendline on its record Q3 report. Interactive Brokers trades in a buy zone.
Via
Investor's Business Daily
Get insights into the top movers in the S&P500 index of Thursday's pre-market session.
↗
October 16, 2025
Discover the top S&P500 movers in Thursday's pre-market session and stay informed about market dynamics.
Via
Chartmill
SCHWAB (CHARLES) CORP (NYSE:SCHW) Reports Record Q3 2025 Earnings, Beating Estimates
↗
October 16, 2025
Schwab's Q3 2025 earnings beat estimates with record revenue and EPS. Strong client growth and asset inflows drove the positive results.
Via
Chartmill
Topics
Earnings
Charles Schwab (NYSE:SCHW) Posts Better-Than-Expected Sales In Q3
October 16, 2025
Financial services giant Charles Schwab (NYSE:SCHW) announced better-than-expected revenue in Q3 CY2025, with sales up 26.6% year on year to $6.14 billion. Its non-GAAP profit of $1.31 per share was...
Via
StockStory
Schwab Reports Record Revenue and Earnings
October 16, 2025
From
The Charles Schwab Corporation
Via
Business Wire
Stock Market Today: Nasdaq, S&P 500 Futures Rise—Salesforce, Hewlett-Packard Enterprise, Charles Schwab In Focus
↗
October 16, 2025
U.S. stock futures rose on Thursday following Wednesday’s mixed moves. Futures of major benchmark indices were higher.
Via
Benzinga
Topics
Stocks
Earnings Scheduled For October 16, 2025
↗
October 16, 2025
Via
Benzinga
Nasdaq Jumps Over 100 Points Amid Strong Earnings: Investor Sentiment Declines, Greed Index Remains In 'Fear' Zone
↗
October 16, 2025
Fear & Greed index increased, but remained in Fear zone. Nasdaq rose with optimism over strong earnings & Fed rate cuts.
Via
Benzinga
Topics
Economy
Nasdaq Futures Climb, Buoyed By Positive Tech Tidings — But Macro, Geopolitical Concerns Temper Optimism
↗
October 16, 2025
Bank of New York Mellon, Charles Schwab, KeyCorp., Commercial Metals, M&T Bank, Marsh McLennan, Travelers, U.S. Bancorp, CSX, and Interactive Brokers are due to release their quarterly results.
Via
Stocktwits
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ETFs
Stocks
Charles Schwab, J B Hunt Transport And 3 Stocks To Watch Heading Into Thursday
↗
October 16, 2025
U.S. stock futures slightly up on Thursday, with focus on earnings reports from Charles Schwab, J.B. Hunt, Travelers, TSMC, and US Bancorp.
Via
Benzinga
EQ and Raymond James Forge Strategic Alliance to Revolutionize Equity Stock Plan Solutions
October 15, 2025
The financial services landscape is witnessing a significant strategic alliance as EQ and Raymond James Financial (NYSE: RJF) announce a comprehensive partnership aimed at delivering a cutting-edge...
Via
MarketMinute
Topics
Retirement
Charles Schwab Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
↗
October 15, 2025
Via
Benzinga
What To Expect From Charles Schwab’s (SCHW) Q3 Earnings
October 14, 2025
Financial services giant Charles Schwab (NYSE:SCHW) will be reporting earnings this Thursday morning. Here’s what to look for.
Via
StockStory
Topics
Economy
World Trade
The Democratization of Wealth: Low-Income Americans and Youth Drive Historic Stock Market Influx
October 14, 2025
The financial landscape is undergoing a profound transformation as a growing wave of low-income Americans and young people enter the stock market, signaling a significant shift in household wealth...
Via
MarketMinute
Topics
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Tailored Wealth: How Personalized Asset Allocation Empowers Senior Investors Against Cognitive Hurdles
October 14, 2025
Baltimore, MD – October 14, 2025 – In a significant push towards more inclusive and effective financial planning, T. Rowe Price (NASDAQ: TROW) has spotlighted the profound benefits of personalized...
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The Best Dividend ETF to Invest $500 in Right Now
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October 14, 2025
This high-yielding ETF is poised to shine.
Via
The Motley Fool
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As Geopolitical Tensions Mount, Investors Turn to Volatility ETFs for Market Protection
October 13, 2025
October 13, 2025 – In an increasingly volatile global landscape, marked by renewed U.S.-China trade hostilities and persistent fiscal anxieties, investors are strategically deploying Volatility...
Via
MarketMinute
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Silver's Historic 70% Surge in 2025: A Deep Dive into Tight Supply and Market Dynamics
October 14, 2025
The year 2025 has cemented its place in financial history as silver, often dubbed "poor man's gold," embarked on an astonishing rally, surging over 70% year-to-date and shattering multi-decade records....
Via
MarketMinute
Topics
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Stock Market Defies Federal Holiday: Open for Business on Columbus Day 2025 While Bond Markets Close
October 13, 2025
New York, NY – October 13, 2025 – Today, on Columbus Day, a federal holiday, the U.S. stock market stands in stark contrast to its bond market counterpart. While government offices and bond traders...
Via
MarketMinute
Topics
Bonds
ETFs
JPMorgan Points Finger at Levered ETFs for Exacerbating Market Sell-Offs, Concerns Persist into 2025
October 13, 2025
New York, NY – October 13, 2025 – JPMorgan Chase & Co. has identified a potent catalyst for rapid market downturns: levered Exchange Traded Funds (ETFs). The financial giant's analysis, which first...
Via
MarketMinute
Topics
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Is the Schwab US Dividend Equity ETF a Buy Now?
↗
October 13, 2025
This exchange-traded fund's persistent underperformance may be on the verge of reversing course.
Via
The Motley Fool
Topics
ETFs
Stocks
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