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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
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contact us
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Client Contact with Portfolio Manager(s)
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Back Dated Performance Reports
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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
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Fees & Compensation
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Financial Planning
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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
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Total Asset Fund (TAF)
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Investing During Uncertain Times
Read FULL Seminar Here
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iShares U.S. Broker-Dealers & Securities Exchanges ETF
(NY:
IAI
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186.07
-3.01 (-1.59%)
Official Closing Price
Updated: 8:00 PM EST, Jan 7, 2026
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All News about iShares U.S. Broker-Dealers & Securities Exchanges ETF
< Previous
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Charles Schwab Clocks 27% Revenue Growth, Record Client Assets
↗
October 16, 2025
Charles Schwab shares rose after reporting Q3 EPS of $1.31, up 70% Y/Y, and record client assets of $11.6 trillion.
Via
Benzinga
S&P Global Buys With Intelligence In $1.8 Billion Deal
↗
October 15, 2025
SPGI to acquire With Intelligence for $1.8 billion, expanding into private markets and enhancing data solutions.
Via
Benzinga
Topics
Stocks
Goldman Sachs Q3 Performance Prompts Modest Profit Forecast Hike: Analyst
↗
October 14, 2025
JPMorgan analyst Kian Abouhossein praised Goldman Sachs' strong Q3, expecting low single-digit consensus EPS upgrades for 2025.
Via
Benzinga
Goldman Sachs Profit Soars As Investment Banking Fees Surge
↗
October 14, 2025
Goldman Sachs shares fell after Q3 results showed 20% revenue growth to $15.18B and $12.25 EPS, beating estimates but facing higher expenses.
Via
Benzinga
This Trump Trade Boomed After Election—Now It May Be Making A Comeback
↗
July 10, 2025
Regional bank stocks soared after Trump's 2024 win, then stalled. Now, Wall Street sees signs of a rebound ahead.
Via
Benzinga
Topics
Government
Rishi Sunak’s Return To Goldman Sachs Draws Warning From UK Watchdog
↗
July 08, 2025
Former U.K. Prime Minister Rishi Sunak’s appointment at Goldman Sachs at Senior Adviser marks his return to Wall Street more than two decades after leaving.
Via
Stocktwits
Bitcoin, Banks, Brokers Will Decide Next Big Market Move, Says BofA's Hartnett
↗
May 30, 2025
Global markets are on the verge of a decisive move and Bank of America's chief strategist Michael Hartnett says the next big wave will be revealed through the "three B's": brokers, banks and Bitcoin...
Via
Benzinga
S&P Global Expands AI Capabilities With New Integration In Microsoft 365 Copilot
↗
April 22, 2025
S&P Global Inc. introduces AI agent capabilities integrated with Microsoft 365 Copilot, providing seamless access to commodity sector data for enhanced decision-making.
Via
Benzinga
Topics
Artificial Intelligence
Stocks
Schwab Stock Climbs As Clients Pour In $138 Billion While Volatility Sends Others Scrambling
↗
April 17, 2025
The Charles Schwab Corporation (SCHW) reported record first-quarter revenue of $5.60 billion, beating expectations and seeing a 44% increase in net assets.
Via
Benzinga
Goldman Sachs CEO Sees 'Markedly Different Operating Environment' Entering Q2, Announces $40 Billion Stock Buyback
↗
April 14, 2025
Goldman Sachs (NYSE:GS) reported higher first-quarter results, with revenue of $15.06 billion beating expectations at $14.81 billion. Net interest income also rose. Global Banking & Markets saw a 10%...
Via
Benzinga
Morgan Stanley In Spotlight After Reports Of Workforce Reduction, Retail’s Yet To React
↗
March 19, 2025
A Bloomberg report said that the move is aimed at reining costs as executives grapple with minimal attrition in their ranks.
Via
Stocktwits
Nasdaq Expands Latin America Presence With Nuam Partnership
↗
March 18, 2025
Nasdaq extends technology partnership with nuam, integrating CSD platform for efficient post-trade processing across Latin American stock exchanges.
Via
Benzinga
Charles Schwab Stock Rises As February Core Net New Assets Surge 44% Year-Over-Year
↗
March 14, 2025
Charles Schwab (SCHW) shares rise on strong February activity, with net new assets up 44%, total client assets up 16% and 362,000 new accounts opened.
Via
Benzinga
Wolfe Research Downgrades Robinhood Stock As Bull Case Has 'Largely Played Out' — Retail Loses No Cheer
↗
February 18, 2025
Robinhood shares are trading near record highs, aided by strong fourth-quarter earnings and robust growth in funded customers.
Via
Stocktwits
Robinhood Stock Nears All-Time High As Wall Street Sees Revenue Doubling, Retail Bets On Q4 Earnings Beat
↗
February 12, 2025
Morgan Stanley expects investors to focus on transaction-based revenue growth, first-quarter 2025 trends, and further developments in content expansion.
Via
Stocktwits
S&P Global Stock Hits All-Time High After Q4 Profit Tops Estimates: Retail’s Elated
↗
February 11, 2025
The company expects adjusted earnings per share at $17 to $17.25. Analysts, on average, expect the company to earn $16.92 per share.
Via
Stocktwits
Topics
Stocks
Charles Schwab Delivers Strong Q4: Higher Trading Volumes And New Assets Drive Growth
↗
January 21, 2025
Charles Schwab reports strong 4Q results with revenue up 20% Y/Y, beating consensus. Active brokerage accounts reach 36.5M, EPS up 49% Y/Y.
Via
Benzinga
Crypto Momentum Drives Robinhood To New High For Fourth Day Running As Retail Sentiment Soars
↗
January 17, 2025
The cryptocurrency exchange’s shares have been hitting higher highs over the last three sessions after a settlement deal with the U.S. Securities and Exchange Commission (SEC) for $45 million on...
Via
Stocktwits
JP Morgan Analyst Sees Earnings Upside For Morgan Stanley Post-Q4 Beat: Details
↗
January 16, 2025
Morgan Stanley reports strong Q4 results, beating expectations for EPS and revenue. Analyst expects outperformance and potential EPS upgrades.
Via
Benzinga
Goldman Sachs Q4 Earnings: Underwriting Boosts Revenue, Assets Reach Record $3.14 Trillion
↗
January 15, 2025
Goldman Sachs (NYSE: GS) shares traded higher after reporting strong Q4 and full-year 2024 results. Revenue, EPS, and stock buybacks all beat expectations.
Via
Benzinga
Goldman Sachs Q4 Earnings Preview: Investors Likely To Eye Stock Trading, Investment Banking Operations After Solid Q3
↗
January 14, 2025
According to FinChat, the bank is expected to report earnings per share (EPS) of $8.29 on revenue of $12.46 billion.
Via
Stocktwits
What's Going On With Morgan Stanley Stock Today?
↗
November 12, 2024
Morgan Stanley shares are slightly down in today's trading after a strong rally yesterday. The company disclosed MSCP's sale of Sila Services to Goldman Sachs.
Via
Benzinga
Cboe Upgraded To Buy: Deutsche Bank Sees Strong Revenue Growth And Margin Gains Through 2025
↗
November 11, 2024
Deutsche Bank upgraded CBOE to Buy and raised price target to $222, citing strong revenue growth and market demand for index and volatility options.
Via
Benzinga
Goldman Sachs' Core Business Strength And Future EPS Growth Has Upside, Analyst Says After Q3 Performance
↗
October 15, 2024
JP Morgan analyst expects Goldman Sachs to outperform peers with strong Q3 results, highlighted by revenue of $12.70B and EPS of $8.40.
Via
Benzinga
Charles Schwab Q3 Shines: Client Assets Reach $9.92T, Revenue Hits $4.85B, Debt Reduction & More
↗
October 15, 2024
Charles Schwab shares up 9% premarket after reporting Q3 results with revenue at $4.85B, beating consensus.
Via
Benzinga
Goldman Sachs Q3 Earnings: Investment Banking Fees Surges 20%, Asset & Wealth Management Up 16%, But Fixed Income Falters
↗
October 15, 2024
Goldman Sachs Group Inc. reported strong third quarter earnings, with revenue of $12.70 billion and EPS of $8.40, beating expectations. The company has declared a quarterly dividend.
Via
Benzinga
PureStream Powers Up: Nasdaq's Cutting-Edge Trading Tech Eyes European Expansion
↗
October 08, 2024
Nasdaq, Inc. announces launch of PureStream trajectory trading solution for EU shares on Nasdaq Europe in Q1 2025.
Via
Benzinga
CME Group Expands Nikkei Futures Offerings, Boosts Japanese Equity Derivatives
↗
October 01, 2024
The CME Group plans to launch new yen- and U.S. dollar-denominated Micro Nikkei futures on October 28, expanding their suite of micro equity futures contracts.
Via
Benzinga
Nasdaq's AxiomSL Solution Powers Digital Banking, Boosts Presence In Latin America
↗
September 23, 2024
NASDAQ expands digital bank fintech presence in Latin America with its AxiomSL solution for Nubank. This reflects growing demand for third-party financial technology solutions in the region.
Via
Benzinga
What's Going On Goldman Sachs Stock Premarket Tuesday?
↗
September 10, 2024
Goldman Sachs CEO predicts 10% decrease in trading revenue due to sluggish conditions in August.
Via
Benzinga
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