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about us
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Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
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Tamar Advisors
Own Your Practice
Letter to Clients
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contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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TAF sm Program
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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
Tax-Free Income Seminar
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Charles Schwab
(NY:
SCHW
)
95.41
-0.63 (-0.66%)
Official Closing Price
Updated: 7:00 PM EST, Mar 5, 2026
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All News about Charles Schwab
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World Economic Forum Chair Klaus Schwab Resigns After 55 Years, Interim Successor Takes Over
↗
April 21, 2025
World Economic Forum founder Klaus Schwab resigns after 55 years as several top executives exit during leadership overhaul and internal review.
Via
Benzinga
Why Call Option Traders Are Targeting This Dividend ETF Now
April 21, 2025
As volatility spikes all over the S&P 500 and broader stock market, there are some preferences starting to develop for investors toward dividend investments.
Via
MarketBeat
Topics
Bonds
ETFs
Economy
Charles Schwab Extends Partnership With National Youth Development Organization 4-H
April 21, 2025
From
The Charles Schwab Corporation
Via
Business Wire
Bull & Bear Training Equips Finance Professionals for Licensing Success with Proven Exam Preparation Since 1993
April 21, 2025
Via
GetFeatured
A Look Ahead: Charles Schwab's Earnings Forecast
↗
April 16, 2025
Via
Benzinga
Gold Hits $3,400 As US Dollar Weakens, Trade Uncertainty Grows
↗
April 21, 2025
The U.S. Dollar Index, which measures the dollar against a basket of six major currencies, fell to 98.30, its lowest level since March 2022, in pre-market trade on Monday.
Via
Stocktwits
Topics
Economy
Government
World Trade
Klaus Schwab Retires From WEF After 55 Years — Former Nestle Chief Named Interim Successor
↗
April 21, 2025
The Forum has unanimously named former Nestlé CEO and vice chairman Peter Brabeck-Letmathe as interim chairman while it begins the search for Klaus Schwab’s replacement.
Via
Stocktwits
Topics
ETFs
Economy
Government
Chinese Stocks Face Delisting Threat, Tariff Concerns, Trump's Threat To Oust Powell, And More: This Week In Economics
↗
April 20, 2025
This week, investors faced a volatile market with rising fears of delisting for US-listed Chinese stocks, escalating US-China trade tensions, President Trump's proposed tariffs, and his threats against...
Via
Benzinga
Topics
Economy
Government
World Trade
1 No-Brainer High-Yield Index Fund to Buy Right Now for Less Than $100
↗
April 19, 2025
Via
The Motley Fool
Topics
ETFs
Stocks
1 Top Dividend ETF to Buy Without Hesitation Even if the Market Continues Sinking
↗
April 18, 2025
Via
The Motley Fool
Topics
ETFs
Economy
Stocks
Webull Stock Slides On Delisting Fears Tied To China Connections: What's Going On?
↗
April 17, 2025
Webull Corporation (NASDAQ: BULL) shares are trading lower Thursday extending a volatile first week of public trading following its SPAC merger with SK Growth Opportunities.
Via
Benzinga
Wall Street Rebounds, Eli Lilly Rallies, UnitedHealth Group Plummets: What's Driving Markets Thursday?
↗
April 17, 2025
Wall Street saw a rebound in risk appetite on Thursday ahead of the long Easter weekend, as President Donald Trump signaled positive momentum in trade negotiations.
Via
Benzinga
Topics
Government
Gold Prices Hit Record High As Powell Warns Trump Tariffs Could Spur Inflation – Goldman Sachs, Citi Raise Forecasts
↗
April 17, 2025
The yellow metal, considered a safe-haven asset, has been on a tear this year, gaining almost 28% year-to-date.
Via
Stocktwits
Topics
ETFs
Economy
Government
Charles Schwab Options Trading: A Deep Dive into Market Sentiment
↗
April 17, 2025
Via
Benzinga
Charles Schwab Q1 2025 Earnings Surpass Wall Street Expectations, Trading Volumes And New Accounts Surge Amid Rising Market Volatility
↗
April 17, 2025
The company said organic growth and product utilization more than offset the recent weakness in equity markets, while rising volatility also drove a surge in trading volumes during the quarter.
Via
Stocktwits
Topics
Law Enforcement
Top S&P500 movers in Thursday's pre-market session
↗
April 17, 2025
Let's have a look at what is happening on the US markets before the opening bell on Thursday. Below you can find the top S&P500 gainers and losers in today's pre-market session.
Via
Chartmill
Charles Schwab Reports Better Than Expected Results For Q1 2025
↗
April 17, 2025
Charles Schwab Corporation's first-quarter results outperformed market expectations, showcasing significant growth in revenue and earnings.
Via
Talk Markets
Topics
Stocks / Equities
Schwab Stock Climbs As Clients Pour In $138 Billion While Volatility Sends Others Scrambling
↗
April 17, 2025
The Charles Schwab Corporation (SCHW) reported record first-quarter revenue of $5.60 billion, beating expectations and seeing a 44% increase in net assets.
Via
Benzinga
Charles Schwab Surges On Earnings Beat; New Assets, Trading Volume Jump
↗
April 17, 2025
Charles Schwab stock surges, eyes rebound above key line near buy point on earnings. New assets, accounts, trading volume jump.
Via
Investor's Business Daily
Is the Schwab U.S. Dividend Equity ETF a Buy Now?
↗
April 17, 2025
The popular ETF recently underwent a shake-up and declared a whopper of a dividend.
Via
The Motley Fool
Topics
ETFs
Stocks
Schwab Reports Record First Quarter Revenue
April 17, 2025
From
The Charles Schwab Corporation
Via
Business Wire
2 High-Yielding ETFs Retirees Can Safely Build Their Portfolios Around
↗
April 17, 2025
Via
The Motley Fool
Topics
ETFs
Economy
World Trade
Earnings Scheduled For April 17, 2025
↗
April 17, 2025
Via
Benzinga
US Stock Futures Rise, Market Eyes Bounceback After Powell's Rate Remarks: Traders Await Netflix Earnings And Labor Data
↗
April 16, 2025
Thursday’s session could see light trading volume due to the “Good Friday” holiday, which could render any move less credible.
Via
Stocktwits
Topics
Economy
Stocks
World Trade
Here's How Much $1000 Invested In Charles Schwab 20 Years Ago Would Be Worth Today
↗
April 16, 2025
Via
Benzinga
Tariffs, Trump, and Turmoil
↗
April 16, 2025
Via
The Motley Fool
Topics
Economy
Government
World Trade
Schwab Announces Strategic Investment in Wealth.com to Support Estate Planning Capabilities for Investors
April 16, 2025
From
The Charles Schwab Corporation
Via
Business Wire
Netflix, Spotify, Charles Schwab And More On CNBC's 'Final Trades'
↗
April 16, 2025
Via
Benzinga
Charles Schwab Tells Investors To Prioritize 'Low Volatility, High Quality' Investments Amid Century-High Tariff Turmoil
↗
April 15, 2025
As the bond market reels from the spiking yields and the surge in volatility, analysts say "Trump put" was a potential policy response to it.
Via
Benzinga
Topics
Bonds
3 ETFs to Save Your Portfolio Right Now
↗
April 12, 2025
These ETFs bring stability.
Via
The Motley Fool
Topics
ETFs
Economy
World Trade
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