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about us
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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
)
94.64
-0.77 (-0.80%)
Streaming Delayed Price
Updated: 11:51 AM EST, Mar 6, 2026
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These S&P500 stocks have an unusual volume in today's session
↗
July 18, 2025
Let's take a closer look at the S&P500 stocks with an unusual volume in today's session on Friday. Stay informed about the market activity below.
Via
Chartmill
Schwab's Q2 Revenue Rockets 25%—1 Million New Accounts Added
↗
July 18, 2025
Charles Schwab shares rose after a strong Q2 beat, fueled by surging trading revenue, record client assets, and robust new account growth.
Via
Benzinga
2 No-Brainer ETFs to Build Your Portfolio Around
↗
July 18, 2025
Via
The Motley Fool
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Artificial Intelligence
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These S&P500 stocks are moving in today's pre-market session
↗
July 18, 2025
Discover the top S&P500 movers in Friday's pre-market session and stay informed about market dynamics.
Via
Chartmill
A Preview Of Charles Schwab's Earnings
↗
July 17, 2025
Via
Benzinga
25% Revenue Growth Powers Record 2Q25 Results
July 18, 2025
From
The Charles Schwab Corporation
Via
Business Wire
Dow Futures Edge Higher As Strong Earnings Boost Investor Confidence: AXP, NFLX, IBKR, GSK Among Stocks To Watch
↗
July 18, 2025
While Dow Jones futures were up 0.07% at the time of writing, the S&P 500 futures were up 0.03%.
Via
Stocktwits
Topics
ETFs
Economy
Government
US Stocks Likely To Open Higher After Scaling Record Close: American Express, 3M, Charles Schwab Earnings In Focus
↗
July 18, 2025
U.S. stock futures were positive on Friday after ending higher on Thursday. Futures of major benchmark indices were higher.
Via
Benzinga
Earnings Scheduled For July 18, 2025
↗
July 18, 2025
Via
Benzinga
Charles Schwab Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
↗
July 18, 2025
Via
Benzinga
Better Buy: This High-Yield ETF or a Classic S&P 500 Index Fund?
↗
July 18, 2025
Via
The Motley Fool
Topics
ETFs
Stocks
Wall Street Looks To End Week Higher After Nasdaq, S&P 500 Notch Fresh Record: Strategist Says Favorable Trump Policies Fueling Unstoppable Rally
↗
July 18, 2025
The S&P 500 Index hit new intraday (6,304.69) and closing highs (6,297.36), while the Nasdaq Composite ended at a fresh peak for a fourth straight session.
Via
Stocktwits
Topics
ETFs
Economy
Government
Schwab, Interactive Brokers Earnings On Tap; Crypto News Coming?
↗
July 17, 2025
Rival online broker Charles Schwab reports early Friday with possible crypto news.
Via
Investor's Business Daily
Is the Market Bullish or Bearish on Charles Schwab?
↗
July 17, 2025
Via
Benzinga
3 Reasons the Schwab U.S. Dividend Equity ETF Is an Attractive Investment for Retirees
↗
July 16, 2025
The popular dividend ETF is a total package that can have a positive financial effect on any retiree's portfolio.
Via
The Motley Fool
Topics
ETFs
Retirement
Stocks
SCHWAB (CHARLES) CORP (NYSE:SCHW) – A Strong Growth Candidate Meeting Minervini’s Criteria
↗
July 15, 2025
SCHWAB (CHARLES) CORP (NYSE:SCHW) meets Minervini’s Trend Template with strong technicals and high-growth fundamentals, making it a candidate for momentum investors.
Via
Chartmill
Is SCHD Good For Retirees?
↗
July 15, 2025
Via
The Motley Fool
Topics
ETFs
Stocks
HODL & STCE: Two Ways To Profit From Cryptocurrency Rally
↗
July 15, 2025
ETFs are a good way for most investors to hold Bitcoin, and the available ETFs are very similar. VanEck Bitcoin Trust is one, and the Schwab Crypto Thematic ETF is another.
Via
Talk Markets
Topics
ETFs
3 No-Brainer Dividend Stocks to Buy With $200 Right Now
↗
July 13, 2025
Via
The Motley Fool
Topics
Retirement
How Much Should Retirees Have Invested by Age 65?
↗
July 13, 2025
Retirement may be within sight, but you've still got time to make up for any shortfalls.
Via
The Motley Fool
Topics
Retirement
2 High-Yield Dividend ETFs to Buy With $100 and Hold Forever
↗
July 12, 2025
Via
The Motley Fool
Topics
ETFs
Stocks
Time to Dump SCHD?
↗
July 11, 2025
SCHD has underperformed for the past few years
Via
The Motley Fool
Topics
ETFs
Charles Schwab Stock: A Deep Dive Into Analyst Perspectives (14 Ratings)
↗
July 10, 2025
Via
Benzinga
Option Wheel Strategy: How to Earn Monthly Income Trading Options
July 10, 2025
The search for consistent, predictable income is a constant for investors in both bull and bear markets. While traditional dividend stocks and bonds are reliable tools, a lesser-known but increasingly...
Via
MarketMinute
Topics
Bonds
Retirement
Is the Schwab U.S. Dividend Equity ETF a Safe Dividend Play for Retirees?
↗
July 10, 2025
Via
The Motley Fool
Topics
Bonds
ETFs
Stocks
Americans Say It Takes More Money to Be Financially Comfortable Now Than It Did a Year Ago According to Schwab Survey
July 09, 2025
From
The Charles Schwab Corporation
Via
Business Wire
Tom Lee Calls Robinhood 'Morgan Stanley' For Gen Z, Draws 1980s Wall Street Broker Analogy To Explain Fintech's Rise
↗
July 09, 2025
Fundstrat Global Advisors Head of Research Tom Lee compared Robinhood Markets Inc. to Morgan Stanley for the younger generation.
Via
Benzinga
Schwab Trading Activity Index™: STAX Score Climbs Slightly After Three Months of Decline
July 08, 2025
From
The Charles Schwab Corporation
Via
Business Wire
Schwab Grows Institutional No Transaction Fee Fund Offering for Independent Advisors
July 08, 2025
From
The Charles Schwab Corporation
Via
Business Wire
Why Top Investors Are Buying Charles Schwab
↗
July 08, 2025
In the most recent quarter, several high-profile institutional investors made meaningful additions to their Charles Schwab positions, signaling renewed confidence in the brokerage giant’s long-term...
Via
Talk Markets
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