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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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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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
MARKET RESEARCH
Featured Quarterly Newsletter
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Charles Schwab
(NY:
SCHW
)
90.88
+1.44 (+1.61%)
Official Closing Price
Updated: 7:00 PM EDT, May 15, 2026
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All News about Charles Schwab
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Schwab Announces Its Institutional Investor Day
March 04, 2026
From
The Charles Schwab Corporation
Via
Business Wire
Treasury Stability or Higher Bond Income? SCHO vs. ISTB
↗
March 03, 2026
The Schwab Short-Term U.S. Treasury ETF offers investors pure exposure to government-backed bonds with minimal credit risk, while the iShares Core 1–5 Year USD Bond ETF extends beyond Treasuries into...
Via
The Motley Fool
Topics
Bonds
ETFs
Should You Go Global or Look to Emerging Markets?
↗
March 03, 2026
The Schwab Emerging Markets Equity ETF vs the SPDR Portfolio MSCI Global Stock Market ETF: Which is the better buy?
Via
The Motley Fool
Topics
ETFs
The Institutionalization of Coinbase: A Research Deep-Dive into COIN in 2026
March 03, 2026
As of March 3, 2026, the financial landscape has undergone a tectonic shift, and at the center of this transformation stands Coinbase Global, Inc. (NASDAQ: COIN). Once dismissed by skeptics as a mere...
Via
Finterra
Topics
Artificial Intelligence
Derivatives
ETFs
Investment Banking & Brokerage Stocks Q4 Results: Benchmarking Charles Schwab (NYSE:SCHW)
March 02, 2026
As the Q4 earnings season wraps, let’s dig into this quarter’s best and worst performers in the investment banking & brokerage industry, including Charles Sc...
Via
StockStory
Higher Emerging Market Potential or Balanced Global Growth? SCHE vs. VXUS
↗
March 02, 2026
The Vanguard Total International Stock ETF (VXUS) spreads investments across developed and emerging markets beyond the U.S., while the Schwab Emerging Markets Equity ETF (SCHE) concentrates...
Via
The Motley Fool
Topics
ETFs
The "Other" Schwab Dividend ETF Is Having a Moment, Too
↗
March 02, 2026
With international value stocks exerting leadership, the Schwab International Equity Dividend ETF is a fund to consider.
Via
The Motley Fool
Topics
ETFs
Stocks
Better International ETF: iShares' IXUS vs. Schwab's SCHE
↗
March 02, 2026
Explore how differences in market coverage, sector focus, and yield can shape your international ETF strategy.
Via
The Motley Fool
Topics
ETFs
If I Could Only Buy 1 ETF In March, This Would Be It
↗
March 02, 2026
This ETF has a winning investment strategy.
Via
The Motley Fool
Topics
ETFs
Stocks
The Week When Growth Wasn't Enough for Wall Street
↗
March 02, 2026
We saw a rush of earnings reports, and while results looked solid, stocks often cratered on fear of AI and disruption.
Via
The Motley Fool
Topics
Artificial Intelligence
Charles Schwab Completes Acquisition of Forge Global
March 02, 2026
From
The Charles Schwab Corporation
Via
Business Wire
Retiring With $500,000? Here's the Annual Income It Might Provide
↗
March 02, 2026
It's not exactly an unknowable number, even if these numbers might change a little between now and then.
Via
The Motley Fool
Topics
Bonds
ETFs
Retirement
US-Iran Conflict: Wall Street In Defensive Mode, But Retail Traders Stay All-In Through Volatility
↗
March 01, 2026
U.S. stock futures slipped late Sunday as escalating U.S.-Iran tensions pushed investors toward safe-haven assets such as Treasuries, gold, and the dollar.
Via
Stocktwits
Topics
ETFs
Economy
Stocks
2 Reasons Why I Can't Stop Buying the Schwab U.S. Dividend Equity ETF
↗
March 01, 2026
The Schwab U.S. Dividend Equity ETF has dual value drivers.
Via
The Motley Fool
Topics
ETFs
Stocks
The Schwab U.S. Dividend Equity ETF Has Delivered a 12.9% Annualized Return. These 2 Top Holdings Showcase the Power of its Investment Strategy.
↗
February 28, 2026
This ETF's strategy has paid big dividends for investors over the years.
Via
The Motley Fool
Topics
ETFs
Stocks
BlueStem Wealth Bets on Emerging Markets With VWOB Buy
↗
February 27, 2026
VWOB tracks a broad index of government bonds from emerging markets, offering investors exposure to sovereign debt and a competitive yield.
Via
The Motley Fool
Topics
Bonds
ETFs
Regulatory Compliance
The AI "Margin Killer": Financials and Insurance Reeling from Mid-February Selloff
February 27, 2026
The financial markets experienced a sharp correction in mid-February 2026, as the narrative surrounding Artificial Intelligence shifted from "growth engine" to "margin killer." The Financial Select...
Via
MarketMinute
Topics
Artificial Intelligence
AI Panic Hits Wall Street: 3 Financial Stocks on Sale
↗
February 27, 2026
Via
MarketBeat
Topics
Artificial Intelligence
Volatility Coils: Wall Street Warns of ‘Exothermic’ Breakout in Treasury Yields
February 26, 2026
The U.S. bond market is currently suspended in a state of high-tension equilibrium, but technical analysts warn that the calm is deceptive. As of late February 2026, a rare and aggressive technical...
Via
MarketMinute
Topics
Bonds
ETFs
Economy
Robinhood Markets (HOOD) 2026 Deep-Dive: From Meme App to Financial SuperApp
February 26, 2026
As of February 26, 2026, Robinhood Markets (NASDAQ: HOOD) has officially shed its reputation as a mere "meme stock" gateway, completing a multi-year transformation into a diversified financial...
Via
Finterra
Topics
Credit Cards
ETFs
Economy
The Evolution of an “Everything Exchange”: A Deep-Dive into Coinbase’s (COIN) Recent Surge and Future Path
February 26, 2026
As of February 26, 2026, the digital asset landscape is witnessing a profound maturation, and at the center of this evolution sits Coinbase Global, Inc. (NASDAQ: COIN). Recently, the company captured...
Via
Finterra
Topics
Artificial Intelligence
Bonds
ETFs
Charles Schwab Stock: Is SCHW Outperforming the Financial Services Sector?
February 26, 2026
Despite Charles Schwab’s outperformance relative to the financial services Sector, Wall Street analysts remain cautiously optimistic about the stock’s prospects.
Via
Barchart.com
Topics
ETFs
Retirement
Trader Bullishness Ticks Downward as Younger Traders Take a More Cautious Stance
February 26, 2026
From
The Charles Schwab Corporation
Via
Business Wire
3 Magnificent Recession-Proof ETFs to Stock Up On Right Now
↗
February 26, 2026
If a recession is coming, these ETFs are well positioned to weather volatility.
Via
The Motley Fool
Topics
ETFs
Economy
MergersAndAcquisitions.net Releases Comprehensive Education M&A Industry Report Highlighting Consolidation Trends and Capital Deployment
February 25, 2026
Via
Press Release Distribution Service
Trump Proposes 'America's 401(k)': A $1,000 Federal Match to Close the Retirement Gap
February 25, 2026
In a move aimed at reshaping the American social contract, President Donald Trump used his February 2026 State of the Union address to unveil "America’s 401(k)," a government-backed retirement...
Via
MarketMinute
Topics
Economy
Government
Retirement
The 23-Hour Stock Market: Nasdaq’s Bold Leap Toward a Borderless Financial Future
February 25, 2026
In a move that signals the most significant structural shift in American equity markets in decades, the financial world is bracing for a "23-hour" trading day. As of February 25, 2026, Nasdaq Inc....
Via
MarketMinute
Topics
Regulatory Compliance
Wall Street Reeling as Trump Unveils "Main Street" SOTU: $1,000 Retirement Match and a Ban on Institutional Home Buying
February 25, 2026
In a high-stakes State of the Union address delivered on February 24, 2026, President Trump laid out a populist economic vision that sent immediate tremors through both the financial services and real...
Via
MarketMinute
Topics
ETFs
Economy
Fraud
Here's How Much $100 Invested In Schwab U.S. Large-Cap Growth ETF 10 Years Ago Would Be Worth Today
↗
February 25, 2026
Via
Benzinga
Topics
ETFs
The Most Misunderstood Vanguard ETF
↗
February 25, 2026
People often call an ETF "bad" because it underperforms another. That creates a fundamental misunderstanding of how funds should be judged.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Economy
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