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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
Market Value Securities (MVS)
MVS Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
)
93.08
-0.64 (-0.68%)
Official Closing Price
Updated: 4:10 PM EST, Feb 17, 2026
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The Great Yield Hunt: Why Wall Street Is Dumping Tech Titans for the ‘Old Economy’ in 2026
Today 11:41 EST
NEW YORK — As of February 17, 2026, the long-reigning kings of Silicon Valley are facing a cold front on Wall Street. In a dramatic reversal of the trends that defined the early 2020s, the "Mega Cap 8"...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Treasury Yields Edge Lower Ahead Of Release Of Delayed Data: Expert Says Soft CPI Should Calm Fed Officials’ Fears Of Sticky Inflation
↗
Today 7:26 EST
The benchmark 10-Year Treasury yield fell three basis points to 4.029%, while the 30-Year yield declined two basis points to hover at 4.67%.
Via
Stocktwits
Topics
Bonds
Economy
The AI Scare Trade: Why Real Estate and Wealth Giants are Seeing Billions Evaporate
February 16, 2026
A sudden and violent shift in investor sentiment has sent shockwaves through the financial markets this week, as the "AI Scare Trade" moved beyond the software sector to target traditional,...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Regulatory Compliance
Mergers and Acquisitions Advisory Firm Releases Healthcare & Life Sciences M&A Report Highlighting Industry Trends
February 16, 2026
Via
Press Release Distribution Service
Big Short Steve Eisman Favors Schwab, Cites Robinhood's Lack Of 'Margin For Error' Amid Bitcoin-Led Crypto Slide
↗
February 16, 2026
Famed ‘Big Short’ investor Steve Eisman has weighed in on the struggles facing fintech and crypto-exposed platforms, explicitly favoring Charles Schwab Corp. (NYSE:
Via
Benzinga
Want Decades of Passive Income? Buy This Index Fund and Hold It Forever.
↗
February 15, 2026
This ETF offers a compelling mix of both income and growth.
Via
The Motley Fool
Topics
ETFs
Stocks
3 Dividend ETFs to Buy Not Named SCHD
↗
February 15, 2026
All 3 are quality Dividend ETFs
Via
The Motley Fool
Topics
ETFs
BlackRock & State Street Rejected Her ETF. It Just Returned 5X Its Category Average.
↗
February 15, 2026
The Freedom 100 Emerging Markets ETF has gone from a little-known outlier to one of the best-performing emerging markets ETFs in the world.
Via
The Motley Fool
Topics
ETFs
Is SCHF the Right International ETF for a Diversified Portfolio?
↗
February 15, 2026
As international stocks continue rallying, this inexpensive Schwab ETF is an appealing way to diversify U.S.-heavy portfolios.
Via
The Motley Fool
Topics
ETFs
Better International ETF: iShares' IEFA vs. Schwab's SCHE
↗
February 14, 2026
Explore how these two international ETFs differ in strategy, sector focus, and risk — key factors for globally diversified portfolios.
Via
The Motley Fool
Topics
ETFs
Morgan Stanley Shares Stumble as AI ‘Hazel’ Ignites Profit Margin Fears in Wealth Management
February 13, 2026
In a week that has sent ripples through the core of Wall Street’s advisory business, Morgan Stanley (NYSE: MS) saw its shares retreat by nearly 5% between February 9 and February 13, 2026. The...
Via
MarketMinute
Topics
Artificial Intelligence
Regulatory Compliance
IEMG Holds More Assets and Stocks Than SCHE
↗
February 13, 2026
Explore how differences in scale, holdings, and structure may impact your choice between these two emerging markets ETFs.
Via
The Motley Fool
Topics
ETFs
The Great Wealth Management Rout: AI "Agents" Spark Crisis of Confidence for Traditional Finance
February 13, 2026
NEW YORK — The long-anticipated "AI reckoning" for the financial services sector arrived with a vengeance this week, as a wave of selling hit traditional wealth managers and regional banks. Investors,...
Via
MarketMinute
Topics
Artificial Intelligence
Peering Into Charles Schwab Corp's Recent Short Interest
↗
February 13, 2026
Via
Benzinga
Schwab Reports Monthly Activity Highlights
February 13, 2026
From
The Charles Schwab Corporation
Via
Business Wire
CPI Could Come In Hotter Than Expected, Warn Experts: 'The Devil Will Be In The Details'
↗
February 13, 2026
Wall Street analysts expect the headline and core CPI to rise 0.3% in January.
Via
Stocktwits
Topics
Economy
Stocks
Is the Schwab US Dividend Equity ETF a Buy Now?
↗
February 12, 2026
For three years, the Schwab U.S. Dividend Equity ETF has badly lagged the S&P 500. That all changed in 2026.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Economy
IGSB Offers Broader Bond Exposure Than SCHO
↗
February 12, 2026
Explore how these two short-term bond ETFs differ in risk, yield, and portfolio makeup for investors seeking stability or diversification.
Via
The Motley Fool
Topics
Bonds
ETFs
The 'AI Panic' of 2026: Real Estate Service Stocks Suffer Deepest Losses Since Pandemic
February 12, 2026
In what is being described by Wall Street analysts as the "AI Scare Trade," the commercial real estate services sector experienced its most brutal day of trading since the 2020 pandemic. On February...
Via
MarketMinute
Topics
Artificial Intelligence
Let's take a look at the S&P500 stocks that are experiencing unusual volume in today's session.
↗
February 12, 2026
Via
Chartmill
From Meme to Mainstream: A 2026 Deep-Dive Research Report on Robinhood Markets (HOOD)
February 12, 2026
As of February 12, 2026, Robinhood Markets (NASDAQ: HOOD) has officially shed its reputation as a mere "meme stock" platform, evolving into a sophisticated financial titan that dominates the retail...
Via
Finterra
Topics
Artificial Intelligence
Bonds
Credit Cards
In December, I Picked the Schwab U.S. Dividend Equity ETF as My Top High-Yield ETF to Buy, and It's Already Up 15% in 2026. Here's Why It's Still a Buy Now.
↗
February 12, 2026
Value stocks are crushing growth stocks in 2026, benefiting the Schwab U.S. Dividend Equity ETF.
Via
The Motley Fool
Topics
Bonds
ETFs
MergersAndAcquisitions.net Releases Energy & Power M&A Report, Highlighting Capital Flows, Deal Structures, and Sector Consolidation Trends
February 11, 2026
Via
Press Release Distribution Service
Topics
Economy
Energy
Here's How Much $100 Invested In Charles Schwab 10 Years Ago Would Be Worth Today
↗
February 11, 2026
Via
Benzinga
Stock Market Today, Feb. 11: Robinhood Falls 9% After Revenue Miss
↗
February 11, 2026
The recent cryptocurrency slump may have reduced Robinhood’s Q4 revenues, but it hasn't stopped its blockchain investment, today, Feb. 11, 2026.
Via
The Motley Fool
Topics
Stocks
Is Now a Good Time to Revisit International ETFs Like SCHF?
↗
February 11, 2026
The "ABUSA" trend might drive more investors toward international ETFs.
Via
The Motley Fool
Topics
ETFs
Economy
Government
Unusual volume S&P500 stocks in Wednesday's session
↗
February 11, 2026
Via
Chartmill
Prediction Markets Emerge as Robinhood’s New Growth Engine Despite Earnings Revenue Miss
February 11, 2026
In a dramatic shift for the retail brokerage landscape, Robinhood Markets, Inc. (NASDAQ:HOOD) reported its fourth-quarter and full-year 2025 financial results on February 10, 2026. While the company...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
The AI Crosshairs: Wall Street’s $1 Trillion ‘Software-mageddon’ Marks the Great Disruption Pivot
February 11, 2026
The second week of February 2026 has sent a chilling reminder through global equity markets that the "AI Gold Rush" has a darker, more destructive twin: the "AI Crosshairs." In what analysts are now...
Via
MarketMinute
Topics
Artificial Intelligence
Bankruptcy
ETFs
The Algorithmic Alpha: How AI Disruptors are Eroding the Foundations of Traditional Wealth Management
February 11, 2026
The wealth management industry faced a brutal reckoning this week as a wave of selling wiped billions in market capitalization from traditional financial institutions. On February 10, 2026, a...
Via
MarketMinute
Topics
Artificial Intelligence
Regulatory Compliance
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