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
)
102.26
-0.53 (-0.52%)
Streaming Delayed Price
Updated: 2:29 PM EDT, Jul 16, 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
...
99
100
Next >
The Best Dividend ETF to Buy With $1,000 Right Now
↗
Today 11:35 EDT
The tech rally is showing signs of fatigue. IBM just got hammered. Time to consider more of a high-quality, defensive approach.
Via
The Motley Fool
Topics
ETFs
Economy
This Dividend ETF Has Outperformed Many Actively Managed Funds Over 10 Years
↗
Today 7:02 EDT
The First Trust Rising Dividend Achievers ETF has a performance history that rivals any dividend ETF available today.
Via
The Motley Fool
Topics
ETFs
ISCB vs. SCHA: Which Small-Cap ETF Should You Buy in 2026?
↗
Today 0:20 EDT
SCHA has outperformed over the last year, but ISCB offers a higher dividend yield and industrial exposure.
Via
The Motley Fool
Topics
ETFs
VB vs. SCHA: Which Small-Cap ETF Is the Better Buy for Investors?
↗
July 15, 2026
Both offer exceptionally low expense ratios of 0.03%, but SCHA has delivered a stronger one-year return.
Via
The Motley Fool
Topics
ETFs
Stocks
2 Magnificent ETFs for Retirees That Pay More Than 3%
↗
July 14, 2026
These funds hold around 100 stocks each and have been outperforming the market this year.
Via
The Motley Fool
Topics
ETFs
Economy
After a Hot Start to the Year, the Schwab U.S. Dividend Equity ETF (SCHD) Has Gone Practically Nowhere for 5 Months. Is It a Buying Opportunity for Value Investors?
↗
July 14, 2026
The Schwab U.S. Dividend Equity ETF is a well-diversified fund for generating passive income from stocks.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Investing $300 Per Month Could Eventually Build an Annual Dividend Income of $30,000 or More
↗
July 14, 2026
Slow and steady wins the race, even with seemingly modest contributions.
Via
The Motley Fool
Topics
ETFs
Economy
Retirement
Cboe Global Markets to Launch Extended Hours for Single-Stock Options. Here's Why It Wins When Volatility Spikes.
↗
July 13, 2026
This stock thrives on volatility.
Via
The Motley Fool
Topics
Derivatives
Stocks
Workforce
IXUS vs SCHE: Which International ETF Is the Better Buy in 2026?
↗
July 13, 2026
IXUS offers broader global diversification with higher returns, while SCHE targets emerging markets at lower cost. Which aligns with your investment goals?
Via
The Motley Fool
Topics
ETFs
The Vanguard S&P 500 ETF Is Magnificent. These Investments Could Be Even Better.
↗
July 13, 2026
One of these funds has averaged annual gains of 25% over the past decade.
Via
The Motley Fool
Topics
ETFs
Stocks
Here’s How Much You Would Have Made Owning Charles Schwab Stock In The Last 15 Years
↗
July 13, 2026
Charles Schwab (NYSE:SCHW) has outperformed the market over the past 15 years by 1.33% on an annualized basis producing an average annual return of 13.59%. Currently, Charles Schwab has a market...
Via
Benzinga
This Dividend ETF Choice Could Shape Your Income Strategy Through 2026
↗
July 12, 2026
VYM and SCHD both offer low-cost dividend exposure, but differ in methodology, yield, and holdings—VYM emphasizes broad, higher-yield diversification, while SCHD focuses on stricter, dividend-growth...
Via
MarketBeat
Topics
Bonds
ETFs
Economy
3 Vanguard ETFs Poised to Outperform as the Market Shifts Beyond Big Tech
↗
July 12, 2026
It may be time for investors to start making some more sweeping strategic shifts with their portfolios.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Economy
3 Passive Income ETFs Worth Holding for the Long Haul
↗
July 12, 2026
These are great long-term dividend holdings because they're built around timeless premises.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Stocks
Don't Be Misled: Common Myths About Index Funds Debunked
↗
July 12, 2026
Index funds can be an excellent wealth-building tool. However, not buying into these myths may help you avoid mistakes.
Via
The Motley Fool
Topics
ETFs
Which Is the Better Small-Cap ETF, Schwab's SCHA or iShares' IJR?
↗
July 11, 2026
SCHA tracks 1,727 stocks with a tech tilt and half IJR's fees. IJR takes a more selective approach with 652 holdings focused on profitability.
Via
The Motley Fool
Topics
ETFs
If You Invest $5,000 in SCHD Today, Here's the Passive Income It Could Deliver in 20 Years
↗
July 11, 2026
This ETF pays a steadily rising dividend.
Via
The Motley Fool
Topics
ETFs
3 Top Dividend ETFs Built for Long-Term Buy-and-Hold Investors
↗
July 10, 2026
Dividend ETFs provide protections that you don't get with single stocks.
Via
The Motley Fool
Topics
ETFs
Stocks
SCHH vs. VNQI: Which Real Estate ETF Is the Better Buy in 2026?
↗
July 09, 2026
Schwab's U.S. real estate focus has delivered better total returns, but Vanguard's international portfolio offers a significantly higher dividend yield.
Via
The Motley Fool
Topics
ETFs
SCHO vs. VTES: Which Short-Term Bond ETF Is the Better Buy in 2026?
↗
July 09, 2026
The Schwab Short-Term U.S. Treasury ETF targets government debt with lower costs and higher yields, while the Vanguard Short-Term Tax-Exempt Bond ETF offers federal tax-free municipal bond income.
Via
The Motley Fool
Topics
Bonds
ETFs
Best 3 Dividend ETF Picks for the Second Half of 2026
↗
July 09, 2026
Dividend stocks have enjoyed a strong first half of 2026. Conditions still look favorable, which could propel these three ETFs in particular.
Via
The Motley Fool
Topics
ETFs
This Low-Cost ETF Is Not the Same as "Buying the Dow." It Might Be Better.
↗
July 08, 2026
Instead of buying the 30 stocks of the Dow Jones Industrial Average, this ETF offers exposure to nearly 2,500 stocks.
Via
The Motley Fool
Topics
ETFs
Economy
Stocks
SCHA vs. SPSM: Which Small-Cap ETF Is the Better Buy?
↗
July 07, 2026
SCHA's broader portfolio delivered stronger one-year returns, while SPSM offers a higher dividend yield and lower volatility.
Via
The Motley Fool
Topics
ETFs
Stocks
3 High-Yield Dividend ETFs to Buy With $2,000 and Hold Forever
↗
July 07, 2026
These exchange-traded funds have a lot to offer income investors.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Regulatory Compliance
Why Charles Schwab Stock Bumped Almost 4% Higher on Monday
↗
July 06, 2026
Its proprietary trading index increased notably last month.
Via
The Motley Fool
Which S&P500 stocks are showing activity after the closing bell on Monday?
↗
July 06, 2026
Via
Chartmill
This Low-Cost ETF Is Trouncing the S&P 500 in 2026 and Could Outperform for Another Decade, According to Analysts
↗
July 06, 2026
This ETF uses simple filters to uncover a concentrated portfolio of high-quality stocks.
Via
The Motley Fool
Topics
ETFs
Stocks
Schwab Trading Activity Index™: STAX Score Reaches a Four-Year High in June
July 06, 2026
From
The Charles Schwab Corporation
Via
Business Wire
The Retail Trading Boom Is Back. Charles Schwab Is Quietly Cashing In.
↗
July 05, 2026
Charles Schwab is one of the oldest discount brokers, but it isn't a boring business.
Via
The Motley Fool
3 Dividend ETF Picks That Could Build Serious Long-Term Wealth
↗
July 05, 2026
Slow and steady wins the race.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Stocks
< Previous
1
2
3
4
5
6
7
8
9
...
99
100
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.