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home
about us
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Team Biographies
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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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Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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
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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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Is the Schwab U.S. Dividend Equity ETF a Buy Now?
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August 12, 2025
The Schwab U.S. Dividend Equity ETF offers an attractive mix of company quality, yield, and growth.
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Here Are Billionaire Ken Griffin's 5 Biggest Stock Holdings
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August 11, 2025
A longtime leader in financial services tops the list.
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August 10, 2025
Any of them would work well enough if you don't actually need the income right now, but brewing changes make one more of a winner than all the others.
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2 Dividend ETFs to Buy With $1,000 and Hold Forever
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August 10, 2025
Investing in quality dividend ETFs can offer a great way to boost your portfolio returns.
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SCHWAB (CHARLES) CORP (NYSE:SCHW): A Strong Momentum Stock Aligning with Minervini’s Trend Model
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August 09, 2025
SCHWAB (SCHW) aligns with Minervini’s Trend Model, showing strong technicals, earnings growth, and breakout potential—ideal for momentum investors.
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The funds listed here offer a good mix of safety, diversification, and dividends.
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This Is the Net Worth You Need to Be "Financially Comfortable" in 2025, According to the Average American
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August 09, 2025
With the right investments, it's simpler than you might think to accumulate $1 million or more over time.
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1 No-Brainer Dividend Index Fund to Buy Right Now for Less Than $500
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August 08, 2025
This ETF offers a great mix of dividend yield and price appreciation.
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SCHWAB (CHARLES) CORP (NYSE:SCHW) Shows Strong Growth Momentum and Technical Strength for Investors
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August 07, 2025
SCHWAB (CHARLES) CORP (SCHW) shows strong growth momentum with 56.2% EPS growth, rising analyst estimates, and a 10 Technical Rating, making it a top pick for momentum investors.
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1 BlackRock ETF to Buy Before It Soars 160% in 2025, According to Select Wall Street Analysts
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The iShares Bitcoin Trust could skyrocket as Bitcoin adoption increases among institutional investors.
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How Much Makes Someone Wealthy, and Why It Can Pay to Delay Social Security
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Have you started thinking yet about when you'll start taking Social Security?
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A Rough Day for "Dividend Knights"
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August 06, 2025
Between battered industries and overlooked opportunities, plenty of dividend-paying companies have slipped.
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Here's How Much $100 Invested In Charles Schwab 20 Years Ago Would Be Worth Today
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August 05, 2025
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The Smartest Dividend ETF to Buy With $100 Right Now
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August 05, 2025
Income investors will appreciate the Schwab U.S. Dividend Equity ETF's consistency and stability.
Via
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Schwab Trading Activity Index™: Cautious Optimism in July as STAX Score Edges Upward
August 04, 2025
From
The Charles Schwab Corporation
Via
Business Wire
Is Schwab U.S. Dividend Equity ETF the Smartest Investment You Can Make Today?
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The Schwab U.S. Dividend Equity ETF does what you would do if you bought individual dividend stocks.
Via
The Motley Fool
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She's 64, Retired, And Checks Her Schwab Account 5 Times A Day — 'How Do I Stop Obsessing About My Retirement Accounts?'
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August 03, 2025
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1 Top Dividend ETF I Can't Wait to Buy More of in August
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August 02, 2025
This ETF focuses on high-quality, high-yielding dividend stocks.
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The Motley Fool
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SoFi Surges on Stellar Q2 Results, But Stock Offering Casts Shadow (NASDAQ: SOFI)
August 01, 2025
SoFi Technologies (NASDAQ: SOFI) delivered a robust performance in its second quarter of 2025, reporting record revenues, continued profitability, and impressive user growth. The fintech giant's strong...
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On the 30th anniversary of the Netscape IPO the inventor of the banner ad warns: "Trouble ahead."
August 01, 2025
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Initial Public Offering
2 Dividend Stocks You Won't Find in the Schwab U.S. Dividend Equity ETF (SCHD). And They're Better Buys.
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August 01, 2025
The ETF is a good option for dividend investors, but there may be better ones now.
Via
The Motley Fool
Topics
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Robinhood's Q2 2025 Earnings Soar, Signaling a New Era for the Fintech Giant
July 31, 2025
Robinhood Markets, Inc. (NASDAQ: HOOD) has delivered a stunning performance in its second quarter of 2025, reporting financial results that significantly exceeded analyst expectations. The fintech...
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MarketMinute
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Federal Reserve Holds Steady: A Cautious Stance Amidst Economic Crosscurrents
July 31, 2025
The Federal Reserve has once again opted to maintain its benchmark interest rate, keeping it within the range of 4.25% to 4.5%. This marks the fifth consecutive time the central bank has held rates...
Via
MarketMinute
Topics
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Supply Chain
Bullish Sentiment Rebounds Even as More Than Half of Traders Believe the Market is Over-Valued
July 30, 2025
From
The Charles Schwab Corporation
Via
Business Wire
Assessing Charles Schwab: Insights From 20 Financial Analysts
↗
July 29, 2025
Via
Benzinga
Schwab Study: Retirement Confidence Dips Amid Inflation Concerns; Savers Respond by Cutting Personal Spending While Maintaining 401(k) Contributions
July 29, 2025
From
The Charles Schwab Corporation
Via
Business Wire
3 Dividend-Paying ETFs to Buy in July Even if the S&P 500 Sells Off
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July 29, 2025
Investing in dividend-paying ETFs can be a great way to achieve diversification and generate passive income no matter what the broader market is doing.
Via
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4 Stocks Planning to Substantially Boost Buybacks After Solid Q2
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July 28, 2025
Earnings reports are rolling in one after the other, but companies that plan to increase buybacks are in the minority. These four names are doing just that.
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Want Decades of Passive Income? Buy This Index Fund and Hold It Forever.
↗
July 27, 2025
What's better than lots of money arriving regularly, with little effort from you?
Via
The Motley Fool
Topics
Bonds
ETFs
Stocks
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