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home
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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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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
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Event Schedule
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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
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Charles Schwab
(NY:
SCHW
)
90.88
+1.44 (+1.61%)
Official Closing Price
Updated: 7:00 PM EDT, May 15, 2026
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Stock Market Today, April 16: Markets Nudge Upwards, Setting New Records
↗
April 16, 2026
Cautious optimism continued to drive stocks as earnings and jobless claims show resilience, today, April 16, 2026.
Via
The Motley Fool
Topics
Stocks
Charles Schwab (NYSE:SCHW) Posts Q1 CY2026 Sales In Line With Estimates
April 16, 2026
Financial services giant Charles Schwab (NYSE:SCHW) met Wall Street’s revenue expectations in Q1 CY2026, with sales up 15.8% year on year to $6.48 billion. I...
Via
StockStory
Schwab Says Yes To Prediction Markets, No To Gambling As CFTC Chair Gets Grilled In Congress
↗
April 16, 2026
Charles Schwab Corp (NYSE:SCHW) said it will likely enter prediction markets, even as CFTC Chairman Mike Selig took fire from both parties Thursday over the
Via
Benzinga
Which S&P500 stocks are moving on Thursday?
↗
April 16, 2026
Via
Chartmill
Schwab (Charles) Corp (NYSE:SCHW) Q1 2026 Earnings: Revenue Miss Clouds Strong Profit Growth
↗
April 16, 2026
Via
Chartmill
Charles Schwab Adds 1.3 Million Accounts, Reports Record Client Assets
↗
April 16, 2026
Charles Schwab Corp. (NYSE:SCHW) shares fell Thursday after the brokerage reported
Via
Benzinga
Discover which S&P500 stocks are making waves on Thursday.
↗
April 16, 2026
Via
Chartmill
Charles Schwab Rolls Out BTC, ETH Trading—A Threat To Coinbase, Robinhood?
↗
April 16, 2026
Charles Schwab (NYSE:SCHW) is rolling out Schwab Crypto, giving its 39 million active brokerage account holders access to Bitcoin
Via
Benzinga
Why Charles Schwab Stock Is Down Today
↗
April 16, 2026
A couple of numbers from the brokerage firm's Q1 results fell short of expectations. But, there's a "but."
Via
The Motley Fool
Schwab (SCHW) Q1 2026 Earnings Call Transcript
↗
April 16, 2026
Schwab (SCHW) Q1 2026 Earnings Call Transcript
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
What's going on in today's session: S&P500 gap up and gap down stocks
↗
April 16, 2026
Via
Chartmill
Charles Schwab Announces Details of Spot Crypto Trading Launch
April 16, 2026
From
The Charles Schwab Corporation
Via
Business Wire
Which S&P500 stocks are moving before the opening bell on Thursday?
↗
April 16, 2026
Via
Chartmill
Charles Schwab Stock Slides In Base Despite Record Earnings Report
↗
April 16, 2026
Charles Schwab posts record Q1 report, but revenue isn't enough for analysts. SCHW stock slides in a base.
Via
Investor's Business Daily
Client Growth & Engagement Drive Record Schwab 1Q Results
April 16, 2026
From
The Charles Schwab Corporation
Via
Business Wire
Charles Schwab Gears Up For Q1 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts
↗
April 16, 2026
Charles Schwab (SCHW) to release Q1 earnings on April 16. Analysts expect $1.39 EPS and $6.49B revenue. Benzinga's analysts rate SCHW positively.
Via
Benzinga
Stock Market Today, April 15: Robinhood Markets Surges After SEC Eases Day Trading Rules
↗
April 15, 2026
Today, April 15, 2026, traders are optimistic that more relaxed SEC day-trading rules will boost Robinhood's results.
Via
The Motley Fool
Topics
Regulatory Compliance
Stocks
2 Slam-Dunk ETFs You Can Buy With Confidence Using Your 2026 Tax Refund
↗
April 15, 2026
One exchange-traded fund (ETF) is as close to a guaranteed winner as you'll get on Wall Street, while the other ETF relies on the power of dividends to grow your wealth.
Via
The Motley Fool
Topics
ETFs
Government
Stocks
Crypto News: Pepeto Reveals DeFi Update And Ethereum Price Aims Higher as Bull Run Signals Build
April 15, 2026
Ethereum based crypto Pepeto announces continuous advancement of the Defi tools, tools that aim to revolutionize the whole Defi space,
Via
First Publisher
Topics
ETFs
Economy
Government
Charles Schwab (SCHW) Reports Earnings Tomorrow: What To Expect
April 14, 2026
Financial services giant Charles Schwab (NYSE:SCHW) will be reporting earnings this Thursday before market open. Here’s what investors should know. Charles S...
Via
StockStory
Fintech Renaissance: Robinhood and Coinbase Lead Market Surge as Activity Hits Post-Pandemic Highs
April 14, 2026
In an early morning trading session that has sent shockwaves through the financial sector, shares of Robinhood Markets, Inc. (NASDAQ: HOOD) surged over 12% following a series of bullish reports...
Via
MarketMinute
Topics
Bonds
Derivatives
ETFs
Here's How Much $1000 Invested In Schwab U.S. Large-Cap Growth ETF 10 Years Ago Would Be Worth Today
↗
April 14, 2026
Via
Benzinga
Topics
ETFs
The Gateway to the Tokenized Economy: A Deep Dive into Coinbase (COIN) in 2026
April 14, 2026
As of today, April 14, 2026, Coinbase Global, Inc. (NASDAQ: COIN) stands as the undisputed titan of the Western digital asset ecosystem. No longer just a "crypto exchange," the San...
Via
Finterra
Topics
Artificial Intelligence
Bonds
ETFs
Charles Schwab Invites the Industry to Come Together for National Investing Day
April 14, 2026
From
The Charles Schwab Corporation
Via
Business Wire
This Popular ETF Just Had 1 of Its Biggest Portfolio Adjustments Ever. What Investors Need to Know.
↗
April 14, 2026
The Schwab U.S. Dividend Equity ETF just saw a big shift in its portfolio.
Via
The Motley Fool
Topics
ETFs
Stocks
Peapack Capital Promotes Roz Ostler to Senior Vice President, Head of Asset Management
April 13, 2026
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
Via
NewMediaWire
Peapack Capital Promotes Roz Ostler to Senior Vice President, Head of Asset Management
April 13, 2026
BEDMINSTER, NJ - April 13, 2026 (NEWMEDIAWIRE) - Peapack-Gladstone Financial Corporation (NASDAQ Global Select Market: PGC) and Peapack Private Bank & Trust are pleased to announce the promotion of Roz...
Via
TheNewswire.com
Schwab STAX Score Records Steepest Monthly Drop Since 2025: A Signal for Retail Sentiment Shift
April 13, 2026
The retail investment landscape has hit a significant roadblock this month as the Charles Schwab (NYSE: SCHW) Trading Activity Index (STAX) posted its steepest monthly decline since May 2025. This...
Via
MarketMinute
Topics
ETFs
Economy
3 ETFs Beating the Market in 2026 and Why They Could Keep Going
↗
April 13, 2026
The rotation away from tech has created a lot of opportunities in the stock market. These ETFs may only be getting started.
Via
The Motley Fool
Topics
ETFs
Which Types of Investments Should You Own and in What Accounts Should You Own Them
↗
April 12, 2026
In Month 4 of our financial planning challenge, “A Year Well-Planned,” Fools Robert Brokamp and Stephanie Marini discuss both account and investment types.
Via
The Motley Fool
Topics
Bonds
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