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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
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Charles Schwab
(NY:
SCHW
)
103.47
UNCHANGED
Official Closing Price
Updated: 7:00 PM EST, Jan 29, 2026
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More Americans Are Betting On Crypto, Private Equity And Alternatives, Skipping The Old 60/40
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Financials Sector Navigates Choppy Waters Amidst Mixed Market Close on November 14, 2025
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S&P 500 and Nasdaq Reel as December Rate Cut Hopes Evaporate
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Federal Reserve's Hawkish Stance Signals 'Higher for Longer' Interest Rates, Dampening December Cut Hopes
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Schwab Reports Monthly Activity Highlights
November 14, 2025
From
The Charles Schwab Corporation
Via
Business Wire
2 High-Yield Dividend ETFs to Buy to Generate Passive Income
↗
November 14, 2025
Dividends are an effective way to generate passive income while staying invested in the stock market.
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Retirement
Is the Schwab U.S. Dividend Equity ETF the "Ultimate Retirement Fund" for Investors?
↗
November 13, 2025
A $10,000 investment in this diversified fund at its 2011 inception would be worth $51,000 today.
Via
The Motley Fool
Topics
ETFs
Economy
Retirement
Schwab Revs To Record High, Idles Awhile, Steps On The Gas
↗
November 13, 2025
Schwab continues to be one of the top-performing stocks. It closed higher the last five trading sessions in a row.
Via
Investor's Business Daily
MSTR Slips 3% Even As Michael Saylor Lauds Bitcoin's Role As 'Digital Capital'
↗
November 12, 2025
Strategy Inc.
Via
Benzinga
Charles Schwab Celebrates More Than Ten Years of Employee Skills-Based Volunteerism, Surpassing $4 Million in Pro Bono Community Investments
November 12, 2025
From
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Via
Business Wire
US Government Shutdown Nears End: A Breath of Relief for Markets and Economy
November 11, 2025
As of November 11, 2025, the United States federal government is poised to emerge from its longest shutdown in history, a 42-day impasse that has cast a long shadow over the nation's economy and its...
Via
MarketMinute
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Gold Shines Bright as Federal Reserve Navigates Data Delays Amidst Anticipated Rate Cuts
November 11, 2025
New York, NY – November 11, 2025 – The financial markets are abuzz with the anticipation of further US interest rate cuts, a sentiment that has propelled gold prices to unprecedented highs. This...
Via
MarketMinute
Topics
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ETFs
Economy
If You Invested $1000 In Charles Schwab Stock 5 Years Ago, You Would Have This Much Today
↗
November 11, 2025
Via
Benzinga
The Retail Roar: How "Stock Market Mania" Among Everyday Investors is Reshaping Financial Markets
November 11, 2025
The global financial markets have undergone a profound transformation in recent years, marked by an unprecedented surge in retail investor participation. What began as a trickle of new individual...
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5 of the Best Dividend ETFs for Every Investor
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November 11, 2025
Dividend ETFs come in all shapes and sizes.
Via
The Motley Fool
Topics
ETFs
2 Financials Stocks to Keep an Eye On and 1 We Brush Off
November 10, 2025
Financial firms serve as the backbone of the economy, providing essential services from lending and investment management to risk management and payment processing. Still, investors are uneasy as...
Via
StockStory
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Check Out What Whales Are Doing With SCHW
↗
November 10, 2025
Via
Benzinga
Veterans Day 2025: Stock Markets Remain Open While Bond Markets Observe Holiday
November 10, 2025
As Veterans Day approaches on Tuesday, November 11, 2025, investors and market participants are reminded of the nuanced holiday schedule observed by the U.S. financial markets. While many federal...
Via
MarketMinute
Topics
Bonds
Economy
Schwab Trading Activity Index™: STAX Score Is Up for Fifth Consecutive Month in October
November 10, 2025
From
The Charles Schwab Corporation
Via
Business Wire
Stock Market Stands Firm: Trading Continues on Veterans Day, November 11th
November 10, 2025
As Veterans Day approaches on November 11th, many investors are often left wondering whether the nation's financial markets will observe the federal holiday with a day of rest. For the upcoming...
Via
MarketMinute
Topics
Bonds
Economy
New to Investing? These Are 2 Excellent ETFs to Put in Your Portfolio for Years.
↗
November 10, 2025
Exchange-traded funds can give investors exposure to some solid growth and dividend stocks, without introducing much risk.
Via
The Motley Fool
Topics
ETFs
Dogecoin Eyes Historic $1-$2 Surge as Bitwise ETF Looms and Whales Accumulate
November 10, 2025
November 9, 2025 – The cryptocurrency world is buzzing with anticipation as Dogecoin (DOGE) finds itself at the precipice of a potentially historic price surge, with technical analysis, notably the...
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BreakingCrypto
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Better U.S. Treasury ETF: Schwab Long-Term U.S. Treasury vs. Vanguard Long-Term Treasury
↗
November 09, 2025
Better U.S. Treasury ETF: Schwab Long-Term U.S. Treasury vs. Vanguard Long-Term Treasury
Via
The Motley Fool
Topics
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ETFs
The Multi-Asset Revolution: How Integrated Platforms are Reshaping Bitcoin Trading
November 08, 2025
The financial landscape is currently undergoing a significant transformation, marked by the surging popularity of multi-asset brokers. These platforms, offering a unified gateway to diverse investment...
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MarketMinute
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Schwab: Half Of US Investors May Ditch Other Assets For ETFs — 4 Funds To Watch
↗
November 08, 2025
Nearly half of ETF investors could go all-ETF within five years, Schwab says. Here's how they're building portfolios with funds like ITOT, BND, and XLK.
Via
Benzinga
Topics
ETFs
Is the Schwab U.S. Dividend Equity ETF a Buy Now?
↗
November 08, 2025
Not every investor will like this exchange-traded fund. But many will.
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Stocks
Bitcoin’s $100K Tango: A New Normal or a Pre-Halving Pause?
November 07, 2025
November 7, 2025 – Bitcoin (BTC) is currently navigating a pivotal phase, hovering around the $100,000 mark after a significant surge that saw it reach an all-time high of over $126,270 on October 6,...
Via
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Topics
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Krilogy Financial Adds $15 Million Worth of Victoryshares Free Cash Flow ETF (NASDAQ: VFLO): Should Investors Buy Too?
↗
November 07, 2025
Krilogy Financial Adds $15 Million Worth of Victoryshares Free Cash Flow ETF (NASDAQ: VFLO): Should Investors Buy Too?
Via
The Motley Fool
Topics
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Regulatory Compliance
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