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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
)
95.41
-0.63 (-0.66%)
Official Closing Price
Updated: 7:00 PM EST, Mar 5, 2026
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Time to Load Up on the New Look of SCHD
↗
April 11, 2025
SCHD is a proven compounder of wealth.
Via
The Motley Fool
Topics
ETFs
I Absolutely Prefer a Traditional 401(k) to a Roth IRA for Retirement Savings. Here's Why.
↗
April 11, 2025
The reasons for my preference aren't complicated, and likely apply to most other investors.
Via
The Motley Fool
Topics
Retirement
Troy Davidson Joins Ballast Rock Private Wealth as a Wealth Advisor
April 10, 2025
Troy Davidson Joins Ballast Rock Private Wealth as a Wealth Advisor
Via
News Direct
Schwab Introduces Alternative Investments Platform for Eligible Retail Investors
April 10, 2025
From
The Charles Schwab Corporation
Via
Business Wire
Tariffs Are Rattling the Market-What Should Investors Do Now?
↗
April 10, 2025
Via
The Motley Fool
Topics
Economy
World Trade
Why This Top Dividend ETF's 13% Decline Made it a Must-Buy for My Retirement Account
↗
April 10, 2025
Via
The Motley Fool
Topics
ETFs
Retirement
Stocks
Earnings, Acquisitions, Partnerships, Tariffs... A Lot for Investors to Think About
↗
April 09, 2025
Via
The Motley Fool
Topics
Economy
Government
World Trade
A Closer Look at Charles Schwab's Options Market Dynamics
↗
April 08, 2025
Via
Benzinga
Schwab Trading Activity Index™: STAX Score Drops Amid March Uncertainty
April 07, 2025
From
The Charles Schwab Corporation
Via
Business Wire
Springing Dividends: 3 Dividend Boosters to Watch Now
April 07, 2025
Via
MarketBeat
Topics
ETFs
BofA Analyst Forecasts Slower Growth For Broker Stocks As Market Volatility Increases
↗
April 04, 2025
Analyst revises estimates and price forecasts for broker stocks, highlighting EPS risks and NNA slowdowns.
Via
Benzinga
Expert Outlook: Charles Schwab Through The Eyes Of 15 Analysts
↗
April 04, 2025
Via
Benzinga
Charles Schwab Stock: Trading Up in a Down Market
April 04, 2025
Even as the stock market sells out, Schwab stock has been resilient amassing invest assets of over $10.28 trillion as shares trade up 5% YTD as of Mar 28, 2025.
Via
MarketBeat
Topics
ETFs
Economy
World Trade
Partnerships & JVs For Biz Growth Course: Entrepreneurs’ Education Hub Update
April 03, 2025
Via
Press Release Distribution Service
Topics
Artificial Intelligence
Retirement
Goldman Sachs Sees Broad EPS Pressure Across Capital Markets, Highlights Brookfield As A Standout
↗
April 03, 2025
Goldman Sachs analyst expects uncertainty and low rates to impact EPS forecasts for Capital Markets stocks. Alternatives face EPS risks, while Brokers and Wealth Advisors may see downside. Traditional...
Via
Benzinga
Is Now the Time to Buy Robinhood Stock?
↗
April 03, 2025
Via
The Motley Fool
Topics
Economy
Retirement
Here's How Much $1000 Invested In Charles Schwab 5 Years Ago Would Be Worth Today
↗
April 02, 2025
Via
Benzinga
Southwest Airlines To Rally Around 33%? Here Are 10 Top Analyst Forecasts For Wednesday
↗
April 02, 2025
Via
Benzinga
This Charles Schwab Analyst Turns Bullish; Here Are Top 5 Upgrades For Wednesday
↗
April 02, 2025
Via
Benzinga
Charles Schwab Upgraded To Buy As It "Shifts To Offense"
↗
April 02, 2025
Charles Schwab stock climbed on an upgrade Wednesday. BofA expects cautionary tone from banks for Q1 results next week.
Via
Investor's Business Daily
Discover How 2 ETFs Can Provide Reliable Income With Minimal Effort
↗
April 02, 2025
Via
The Motley Fool
Topics
Bonds
ETFs
Retirement
From Trading to Checking Accounts: Robinhood's Big Bet on Banking
April 01, 2025
Robinhood expands beyond trading, launching banking and wealth services to challenge legacy institutions and redefine its role in personal finance management.
Via
MarketBeat
The Market's Volatility, CoreWeave's IPO, Bitcoin's Future, and More
↗
March 31, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Government
This Top Dividend ETF Loves These Leading Oil Stocks. Should You Buy Them, Too?
↗
March 30, 2025
Via
The Motley Fool
Topics
ETFs
Stocks
How to Earn $100,000 in Dividend Income
↗
March 28, 2025
Dividend investing is a total return strategy.
Via
The Motley Fool
Topics
ETFs
Schwab Announces Its Spring Business Update
March 27, 2025
From
The Charles Schwab Corporation
Via
Business Wire
If You Own A Slice Of A Share, Can You Vote On Shareholder Proposals?
↗
March 23, 2025
Many beginning investors, and many investors with a moderate amount of money to invest, choose to buy a slice of a share of stock instead of a whole share or several shares.
Via
Talk Markets
Topics
Stocks / Equities
Is the Market Bullish or Bearish on Charles Schwab?
↗
March 19, 2025
Via
Benzinga
Opening a Roth IRA with Charles Schwab
March 19, 2025
A Roth IRA (Individual Retirement Account) is a powerful tool for retirement savings, offering tax-free growth and tax-free withdrawals in retirement, provided certain conditions are met. Among the...
Via
MarketMinute
Topics
Retirement
How Do I Export My Tax Data from Schwab into TurboTax?
March 18, 2025
Filing taxes can feel overwhelming, but if you’re a Charles Schwab customer using TurboTax to prepare your return, you can simplify the process by exporting your tax data directly from Schwab into...
Via
MarketMinute
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