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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
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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
Services, Fees and Compensation
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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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
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
)
93.06
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EDT, Mar 13, 2026
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Why Charles Schwab (SCHW) Shares Are Sliding Today
February 10, 2026
Shares of financial services giant Charles Schwab (NYSE:SCHW) fell 6.9% in the afternoon session after the launch of a new artificial intelligence tool by financial software provider Altruist sparked...
Via
StockStory
Topics
Artificial Intelligence
Economy
Why Raymond James (RJF) Shares Are Sliding Today
February 10, 2026
Shares of financial services firm Raymond James Financial (NYSE:RJF) fell 8.8% in the afternoon session after concerns grew that new artificial intelligence tools could disrupt the traditional...
Via
StockStory
Topics
Artificial Intelligence
Economy
Stocks
What's going on in today's session: S&P500 movers
↗
February 10, 2026
Via
Chartmill
Why Is Charles Schwab Stock Diving More Than 8% Today?
↗
February 10, 2026
The selloff in SCHW stock came after technology platform Altruist on Tuesday launched a new AI-powered tax planning tool within its Hazel platform causing a stir among investors over the firm's...
Via
Stocktwits
Topics
Artificial Intelligence
Why Is Charles Schwab Stock Under Pressure Today?
↗
February 10, 2026
Charles Schwab Corp (NYSE:SCHW) shares are falling on Tuesday. A new AI product from financial‑software firm Altruist sparked fresh worries about disruption in the wealth‑management industry.
Via
Benzinga
Topics
Artificial Intelligence
Building Dividend Income: A Steadier Approach or a Higher-Paying One With VYM and SCHD
↗
February 10, 2026
The Vanguard High Dividend Yield ETF and the Schwab U.S. Dividend Equity ETF both aim to deliver reliable income, but they go about it in very different ways. This comparison explains which approach is...
Via
The Motley Fool
Topics
ETFs
Stocks
Stay informed with the top movers within the S&P500 index on Tuesday.
↗
February 10, 2026
Via
Chartmill
Is 2026 the Year of Dividend Stocks? These 2 Income-Focused ETFs Have Been Soaring Past the S&P 500
↗
February 10, 2026
These funds both pay more than 3% and have been beating the market this year.
Via
The Motley Fool
Topics
ETFs
Stocks
Previewing Ford and Robinhood Earnings: February 10, 2026
February 10, 2026
As the closing bell approaches on February 10, 2026, Wall Street is bracing for a dual-threat earnings afternoon that promises to serve as a litmus test for two of the market's most watched sectors:...
Via
MarketMinute
Topics
Economy
Electric Vehicles
As Silver Prices Plunge, This CIO Warns That Precious Metals Are Nothing More Than Meme Stocks
February 10, 2026
The CIO at the Haverford Trust says dividend stocks are better choices than commodities. Here are two options for investors.
Via
Barchart.com
Topics
ETFs
Stocks
The Robinhood Metamorphosis: From Meme-Stock Disruptor to Global Financial Titan
February 10, 2026
Date: February 10, 2026 Introduction In the volatile tapestry of American fintech, few names evoke as much passion and controversy as Robinhood Markets, Inc. (NASDAQ: HOOD). Once the poster child for...
Via
Finterra
Topics
Credit Cards
Economy
Initial Public Offering
These Low IV Stocks May Be Setting Up for an Explosive Move
February 10, 2026
Market volatility has dropped since the recent correction, but with plenty of items on the news front, we could see a volatility spike at any point. That could mean it’s a good time to look for stock...
Via
Barchart.com
Mergers and Acquisitions Advisory Firm Releases Food & Beverage M&A Report, Highlighting Industry Trends
February 10, 2026
Via
Press Release Distribution Service
SCHA and VB Offer Similar Small-Cap ETF Advantages, but Which Is the Better Buy?
↗
February 09, 2026
Explore how subtle differences in cost, sector focus, and holdings could influence your small-cap ETF strategy.
Via
The Motley Fool
Topics
ETFs
Stocks
Schwab Trading Activity Index™: STAX Score Sees Highest Reading Since February 2025
February 09, 2026
From
The Charles Schwab Corporation
Via
Business Wire
Schwab vs Vanguard: Which is the Better Dividend ETF?
↗
February 09, 2026
The Vanguard Dividend Appreciation ETF and the Schwab U.S. Dividend Equity ETF offer different benefits for investors.
Via
The Motley Fool
Topics
ETFs
The Robinhood Renaissance: A Deep Dive into HOOD’s 2026 Transformation
February 09, 2026
As of February 9, 2026, Robinhood Markets (NASDAQ: HOOD) finds itself at a pivotal crossroads. Once the poster child for the "meme-stock" mania of 2021, the Menlo Park-based fintech has undergone a...
Via
Finterra
Topics
Credit Cards
ETFs
Earnings
BSV vs. SCHO: Short-Term Bond ETFs with Long-Lasting Dividend Potential
↗
February 08, 2026
Discover how these two short-term bond ETFs stack up against each other and the benefits that may appeal to investors.
Via
The Motley Fool
Topics
Bonds
ETFs
Better Dividend ETF: Schwab's SCHD vs. Vanguard's VYM
↗
February 07, 2026
Explore how sector focus and portfolio construction set these two dividend ETFs apart for income and growth-oriented investors.
Via
The Motley Fool
Topics
ETFs
SCHQ Proves More Affordable Than TLT for Bond Investors
↗
February 07, 2026
Yield, risk, and cost structure vary widely between these Treasury ETFs -- find out what sets them apart for fixed income investors.
Via
The Motley Fool
Topics
Bonds
ETFs
Dividend ETFs: SCHD Offers Higher Yield but VIG Leads in Capital Growth
↗
February 07, 2026
Explore how sector focus and dividend strategy set these two leading ETFs apart for investors seeking income or growth.
Via
The Motley Fool
Topics
ETFs
Interested in Bond ETFs? SCHQ and SPLB Offer Different Ways to Play Long-Duration Loans.
↗
February 07, 2026
Explore how differences in cost, yield, and bond exposure shape the risk and income profiles of these two long-duration ETFs.
Via
The Motley Fool
Topics
Bonds
ETFs
Stock Market Today, Feb. 6: Robinhood Rises With Crypto as Volatility Drives Trading
↗
February 06, 2026
Robinhood advanced with crypto as volatility and trading engagement shaped positioning ahead of the company’s earnings report.
Via
The Motley Fool
Topics
Initial Public Offering
Stocks
Analysts See Upside in These 3 Dividend-Boosting Financial Giants
↗
February 06, 2026
Via
MarketBeat
Developed Stability or Emerging Growth: How IEFA and SCHE Shape International Returns
↗
February 05, 2026
The iShares Core MSCI EAFE ETF and the Schwab Emerging Markets Equity ETF both invest outside the U.S., and the forces driving their returns are very different. This ETF comparison looks at how those...
Via
The Motley Fool
Topics
ETFs
How to Turn $100,000 Into $1 Million for Retirement: 3 Smart Investment Strategies
↗
February 05, 2026
It won't happen overnight, but patience goes a long way.
Via
The Motley Fool
Topics
ETFs
Retirement
SPY, QQQ Decline Pre-Market: Alphabet’s Increased AI Spending Spooks Investors
↗
February 05, 2026
Dow Jones futures were down by 0.27%, the S&P 500 futures fell 0.45%, and the tech-heavy Nasdaq 100’s futures declined 0.68%.
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
Stocks
Juice & Wellness Beverage M&A Accelerates as Strategic Buyers Target Functional, Premium Brands, New Report Finds
February 04, 2026
Via
Press Release Distribution Service
Topics
Economy
1 Surging Stock Worth Your Attention and 2 We Turn Down
February 02, 2026
The stocks featured in this article have all approached their 52-week highs. When these price levels hit, it typically signals strong business execution, positive market sentiment, or significant...
Via
StockStory
Schwab Defies "Cash Sorting" Shadows with Record Performance and Strategic Leadership Pivot
February 02, 2026
The Charles Schwab Corporation (SCHW:NYSE) has officially turned the page on the era of regional banking anxiety and "cash sorting" that defined its recent history. Following its comprehensive earnings...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
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