Menu
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
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 Buy Currently
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
Sample Portfolio
Sample Portfolio Analysis
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 sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
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
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Charles Schwab
(NY:
SCHW
)
102.18
-1.87 (-1.80%)
Official Closing Price
Updated: 7:00 PM EST, Jan 23, 2026
Add to My Watchlist
Quote
Overview
Detailed Quote
Charting
Historical Prices
News
Press Releases
Research
Quarterly Reports
Insider Filings
Other Filings
All News about Charles Schwab
< Previous
1
2
3
4
5
6
7
8
9
...
82
83
Next >
In Midnight Blues, Love Is a Weapon, and Desire Comes at a Price K. Briar’s bold new fantasy romance delivers a dangerous dance of power, passion, and peril.
December 01, 2025
Via
AB Newswire
Want to Become a Multimillionaire? Put $100,000 Into These ETFs -- Including the Vanguard Total Stock Market (VTI) -- and Hold Forever
↗
December 01, 2025
Some of these funds sport long-term average annual growth rates topping 20%.
Via
The Motley Fool
Topics
ETFs
Want Decades of Passive Income? Buy This Index Fund and Hold It Forever.
↗
December 01, 2025
This fund's recent underperformance isn't going to last. Get in now while the yield's still high.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Stocks
How Is Equinix’s Stock Performance Compared to Other REITs?
December 01, 2025
Equinix has underperformed other REITs over the past year. However, Wall Street analysts remain strongly optimistic about its prospects.
Via
Barchart.com
Topics
ETFs
2 of Wall Street’s Favorite Stocks on Our Watchlist and 1 Facing Headwinds
December 01, 2025
Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings,...
Via
StockStory
The $100 Investment That Could Change Everything
↗
November 30, 2025
When you're ready to jump into the stock market or make a new investment, consider this compelling one.
Via
The Motley Fool
Topics
ETFs
Stocks
With $500 to Invest, This Dividend ETF Could Create Steady Cash Flow for Years
↗
November 30, 2025
It's enough money to start a dividend snowball that could eventually become a dividend avalanche.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Stocks
2 High-Yielding ETFs That Can Bankroll Your Retirement for Years
↗
November 29, 2025
These funds offer yields that are more than three times the S&P 500 average.
Via
The Motley Fool
Topics
ETFs
Economy
Retirement
The $100 Investment That Could Change Everything
↗
November 29, 2025
Investing $100 in dividend stocks can really add up over the years.
Via
The Motley Fool
Topics
ETFs
Global Futures Markets Reel from Multi-Hour CME Group Outage, Raising Stability Concerns
November 28, 2025
Global financial markets were plunged into disarray on November 28, 2025, as a multi-hour disruption at CME Group (NASDAQ: CME), the world's largest derivatives exchange, brought trading across a vast...
Via
MarketMinute
Topics
Bonds
Derivatives
Economy
Is Charles Schwab Stock Outperforming the Dow?
November 26, 2025
While Charles Schwab has lagged behind the Dow in recent months, it has significantly outperformed over the past year, and analysts remain optimistic about the stock’s prospects.
Via
Barchart.com
Topics
Stocks
IEFA vs. SCHF: Lower Fee or Higher Dividend?
↗
November 26, 2025
When choosing between these two similar ETFs, investors need to consider if they'd rather have a lower fee or a higher dividend yield.
Via
The Motley Fool
Topics
ETFs
Investors Are Going All-In On ETFs, Study
↗
November 26, 2025
Study by Charles Schwab shows ETF adoption accelerating, with 93% of investors seeing it as a necessary part of their portfolio.
Via
Benzinga
Topics
ETFs
Mutual Funds Double Down on Critical Sectors: Valaris and ASML Attract Significant Investor Capital
November 25, 2025
In a robust display of confidence in key sectors, mutual funds are increasingly channeling significant capital into companies at the forefront of the energy and semiconductor industries. Recent...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Want $10,000 in Annual Passive Income? This 1 ETF Could Get You There
↗
November 25, 2025
Investors would need around $300,000 invested in this premier dividend ETF.
Via
The Motley Fool
Topics
ETFs
Award-Winning Santa Barbara Wealth Advisor Featured in International Business Journal
November 24, 2025
Via
AB Newswire
Topics
Retirement
Non-Supply/Demand Factors Affecting Gold Prices: IRA Report Released
November 24, 2025
Via
Press Release Distribution Service
Topics
Economy
Retirement
2 High-Yield Dividend ETFs to Buy to Generate Passive Income
↗
November 23, 2025
The Schwab U.S. Dividend Equity ETF and Alerian MLP ETF are two nice high-yield ETF options.
Via
The Motley Fool
Topics
ETFs
Retirement
Stocks
CAVA Soars: A Deep Dive into Today's Market-Defying Performance
November 21, 2025
New York, NY – November 21, 2025 – CAVA Group Inc. (NYSE: CAVA), the rapidly expanding Mediterranean fast-casual restaurant chain, ignited the market today with a significant surge in its stock price,...
Via
MarketMinute
Topics
Economy
Supply Chain
Meme Stocks And Retail Favorites Come Under Pressure As Wall Street Remains Cautious
↗
November 21, 2025
Many of these meme stocks have fared far worse than the Russell 2000 index.
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
Government
Datavault AI Inc. (NASDAQ: DVLT) CEO Featured in Interview Highlighting Vision for Ethical, Accessible and Monetizable Artificial Intelligence
November 21, 2025
Via
Investor Brand Network
Topics
Artificial Intelligence
Economy
3 Market-Beating Stocks on Our Watchlist
November 21, 2025
Companies that consistently increase their sales, margins, or returns on capital are usually rewarded with the best returns, and those that can do all three for years on end are almost always the...
Via
StockStory
The High-Yield ETF I'm Buying for Passive Income This November
↗
November 20, 2025
This ETF pays an attractive and steadily rising stream of passive dividend income.
Via
The Motley Fool
Topics
ETFs
Stocks
Federal Reserve's Internal Discord on December Rate Cuts Rattles Markets
November 19, 2025
The Federal Reserve is currently grappling with profound internal disagreements regarding the trajectory of interest rates, specifically concerning a potential rate cut in December 2025. This...
Via
MarketMinute
Topics
Bonds
Economy
Global Markets Brace for Persistent Volatility Amidst Macroeconomic Headwinds and Shifting Commodity Dynamics
November 19, 2025
Global financial markets in November 2025 are navigating a turbulent landscape, marked by persistent volatility and a palpable weakening of investor sentiment. A complex interplay of macroeconomic...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Climate Change
Ruane Cunniff Doubles Down on MSA Safety With $134 Million Purchase: Is the Dividend King a Buy?
↗
November 18, 2025
Ruane Cunniff now owns nearly $300 million of MSA Safety, making the stock its 10th largest holding.
Via
The Motley Fool
Topics
Regulatory Compliance
Here's How Many Shares of the Schwab U.S. Dividend Equity ETF (SCHD) You'd Need for $500 in Yearly Dividends
↗
November 18, 2025
The Schwab U.S. Dividend Equity ETF is an ideal fund for generating dividend income.
Via
The Motley Fool
Topics
ETFs
VTI vs. SCHB: Navigating Total Stock Market Exposure in a Passive-Dominant Era
November 17, 2025
As of November 17, 2025, investors continue to gravitate towards low-cost, broadly diversified exchange-traded funds (ETFs) for their core portfolio holdings. Among the most popular choices for gaining...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
S&P 500 and Nasdaq Grapple with Volatility Amidst AI Valuation Scrutiny and Fed Uncertainty
November 17, 2025
The S&P 500 and Nasdaq Composite are navigating a period of pronounced wavering trends in November 2025, as market participants grapple with a confluence of factors including elevated valuations in the...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
VTI and SCHB Both Offer Total Stock Market Exposure, But One Might Have an Edge for Some Investors
↗
November 17, 2025
These two funds are nearly identical in every way, but they do have a couple of notable differences.
Via
The Motley Fool
Topics
ETFs
< Previous
1
2
3
4
5
6
7
8
9
...
82
83
Next >
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.