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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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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
Bond Fund Seminar
RSVP-Signup Form
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Charles Schwab
(NY:
SCHW
)
96.04
+0.80 (+0.84%)
Official Closing Price
Updated: 7:00 PM EST, Mar 4, 2026
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SCHB vs. SPTM: Which Total Stock Market ETF Is the Better Buy for Investors?
↗
January 25, 2026
SCHB’s wider company coverage and larger asset base set it apart in ways that may influence portfolio diversification strategies.
Via
The Motley Fool
Topics
ETFs
Stocks
1 ETF Could Turn $500 Monthly Into a $800,000 Portfolio That Pays $24,000 in Annual Dividend Income
↗
January 24, 2026
The stock market tends to reward time and consistency.
Via
The Motley Fool
Topics
ETFs
Retirement
Stocks
International ETFs: SPDW and SCHF Both Offer Low Cost International Exposure
↗
January 24, 2026
Explore how these two leading ETFs differ on risk, yield, and portfolio makeup—key factors for building a balanced global strategy.
Via
The Motley Fool
Topics
ETFs
SCHWAB (CHARLES) CORP (NYSE:SCHW) Shows High-Growth Momentum and Bullish Technical Setup
↗
January 22, 2026
Via
Chartmill
Schwab (Charles) Corp (NYSE:SCHW) Reports Mixed Q4 2025 Results Amid Record Client Growth
↗
January 21, 2026
Via
Chartmill
Want To Take Your Portfolio Around the World? These ETFs May Help
↗
January 24, 2026
These two ETFs are among the top for providing exposure to stocks outside the U.S. However, buyers should be mindful of the risks that come with it.
Via
The Motley Fool
Topics
ETFs
Could Investing $2,000 in the Schwab U.S. Dividend Equity ETF Make You a Millionaire?
↗
January 24, 2026
This fund has been a big moneymaker since its inception.
Via
The Motley Fool
Topics
ETFs
Retirement
Stocks
$11.1 Million Exit After a 39% Slide Signals a Hard Reset on This Auto Retailer
↗
January 24, 2026
CarMax operates a nationwide network of used vehicle retail stores, offering financing and ancillary services to U.S. consumers.
Via
The Motley Fool
Topics
Regulatory Compliance
Scale Over Spreads: Schwab Hits Record $11.9 Trillion in Assets Amidst Sluggish Cash Recovery
January 23, 2026
The Charles Schwab Corporation (NYSE: SCHW) has ushered in the 2026 fiscal year by shattering internal records, reporting a massive $11.9 trillion in total client assets and a record-breaking...
Via
MarketMinute
Topics
Artificial Intelligence
Crisis at the Eccles: DOJ Investigation of Jerome Powell Ignites Battle Over Fed Independence
January 23, 2026
The institutional foundation of the United States financial system is facing its most significant challenge in decades as the Department of Justice (DOJ) intensifies a criminal investigation into...
Via
MarketMinute
Topics
Bonds
ETFs
Economy
Schwab’s Paradox: Record Assets and Strong Earnings Shadowed by Sluggish Cash Recovery as 2026 Begins
January 23, 2026
As of January 23, 2026, the financial landscape is digesting a complex set of results from Charles Schwab (NYSE: SCHW). On January 21, the brokerage giant reported fourth-quarter and full-year 2025...
Via
MarketMinute
Topics
Economy
Retirement
MergersAndAcquisitions.net Releases New Market Research Report on Steel & Metals Mergers and Acquisitions
January 22, 2026
Via
Press Release Distribution Service
SPV.co Acquires Crowdfund.co to Expand Digital Infrastructure for Private Capital Formation
January 22, 2026
Via
Press Release Distribution Service
Pullen Investment Management Opens New $2.6 Million MSA Safety Position
↗
January 22, 2026
MSA Safety supplies advanced protection gear to industrial and emergency clients worldwide, spanning a broad portfolio of safety products.
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
The Everything Exchange: Coinbase Challenges Robinhood with Launch of Stock Trading and Prediction Markets
January 22, 2026
In a transformative move that blurs the lines between decentralized finance and Wall Street, Coinbase Global, Inc. (NASDAQ: COIN) has officially completed the rollout of its new "Everything Exchange"...
Via
MarketMinute
Topics
Derivatives
ETFs
Economy
The Schwab Paradox: Record Assets Meet a 'Sluggish' Cash Reality
January 22, 2026
The Charles Schwab Corporation (NYSE:SCHW) reported its fourth-quarter and full-year 2025 earnings on January 21, 2026, revealing a complex portrait of the modern retail investor. While the brokerage...
Via
MarketMinute
Topics
ETFs
Regulatory Compliance
Want Decades of Passive Income? Buy This ETF and Hold It Forever
↗
January 22, 2026
Begin your search with your specific goals in mind, and then ask yourself which fund is best-suited to meet them.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Stocks
Schwab Study Reveals RIA AI Adoption More Than Doubles - But Most Firms Still in Early Stages
January 22, 2026
From
The Charles Schwab Corporation
Via
Business Wire
Want Decades of Passive Income? Buy This Index Fund in 2026 and Hold It Forever.
↗
January 21, 2026
How does a dividend yield of close to 4% sound?
Via
The Motley Fool
Topics
Bonds
ETFs
Stocks
Want to Earn $2 Million in the Stock Market? Here's What You'll Need to Invest Each Month.
↗
January 21, 2026
It's possible to earn millions in the stock market with little effort on your part.
Via
The Motley Fool
Topics
ETFs
Schwab’s Post-Integration Renaissance: Record Q4 Earnings Signal a New Era for the Financial Giant
January 21, 2026
On January 21, 2026, Charles Schwab (NYSE: SCHW) reported record-breaking financial results for the fourth quarter of 2025, marking a definitive conclusion to its multi-year integration of TD...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
2 Dividend ETFs to Buy With $2,000 and Hold Forever
↗
January 21, 2026
Each of these ETFs has a different focus and overall goal.
Via
The Motley Fool
Topics
ETFs
Schwab Misses Views Even As Trading Swells. The Stock Tests A Critical Level.
↗
January 21, 2026
Schwab continued to add new clients while investors remained active. Trading revenue rose 22% from the year-ago quarter, the company said Wednesday.
Via
Investor's Business Daily
Charles Schwab Hits $11.9 Trillion In Assets, Trading Volumes Jump 31%
↗
January 21, 2026
SCHW reported strong Q4 and FY 2025 results, with record revenue and net new assets. Stock rose slightly on the news.
Via
Benzinga
Charles Schwab (NYSE:SCHW) Misses Q4 CY2025 Revenue Estimates
January 21, 2026
Financial services giant Charles Schwab (NYSE:SCHW) fell short of the markets revenue expectations in Q4 CY2025, but sales rose 18.9% year on year to $6.34 billion. Its non-GAAP profit of $1.39 per...
Via
StockStory
Topics
Artificial Intelligence
Schwab Reports Record 4Q and Full Year 2025 Results
January 21, 2026
From
The Charles Schwab Corporation
Via
Business Wire
S&P Futures Tick Lower With Focus on Trump’s Davos Address and Corporate Earnings
January 21, 2026
March S&P 500 E-Mini futures (ESH26) are trending down -0.02% this morning as investors cautiously await U.S. President Donald Trump’s address at the World Economic Forum in Davos, as well as a new...
Via
Barchart.com
Topics
Bonds
Government
Stocks
3 Top ETFs Yielding 3% or More to Buy and Hold for Passive Income
↗
January 21, 2026
These ETFs make it easy to collect passive income.
Via
The Motley Fool
Topics
Bonds
ETFs
Stocks
Nasdaq, S&P 500 Futures Rebound, All Eyes On Trump’s Davos Speech: Why TSLA, NVDA, NFLX, AVR Are On Traders' Radar Today
↗
January 21, 2026
Retail sentiment on Stocktwits on SPY and QQQ turned ‘extremely bearish’.
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
Economy
Schwab’s Strategic Pivot: How the Brokerage Giant Conquered 'Cash Sorting' to Enter 2026 on the Offensive
January 20, 2026
As The Charles Schwab Corporation (NYSE: SCHW) prepares to release its final Q4 2025 earnings results tomorrow, January 21, 2026, the financial community is already celebrating what appears to be the...
Via
MarketMinute
Topics
Bonds
ETFs
Economy
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