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
Latest News about LPL Financial
Recent news which mentions LPL Financial
< Previous
1
2
3
Next >
Nasdaq, S&P 500 Futures Edge Up Ahead Of Key Inflation Data; Analyst Says Week's Main Street Events Could Awaken Market
November 14, 2023
Tickers
CSIQ
FSR
HD
QQQ
Tags
VIPS
Benzinga
Futures
From
Benzinga
Wall Street Set For Mixed Open As Tesla's Q3 Blow Blunts Netflix Earnings Cheer: Analyst Sees 'Sustainable' S&P 500 Recovery Off This Support Level
October 19, 2023
Tickers
ALK
AVGO
BX
CSX
Tags
FITB
ALK
Markets
From
Benzinga
US Stocks On Track For A Strong Start To Week, Buoyed By Earnings Optimism: Analyst Flags 13-14% Upside As Bull Market Enters Its Second Year
October 16, 2023
Tickers
JNJ
NFLX
NVAX
NVDA
Tags
Futures
Benzinga
Earnings
From
Benzinga
Tesla, Netflix Grab Earnings Spotlight This Week As Analysts Divided On Q3 Reporting Season: What's On Investors' Radar?
October 16, 2023
Tickers
AA
ABT
ACI
ALK
Tags
SAP
Jeffrey Buchbinder
JNJ
From
Benzinga
Rising Interest Rates, Slow Job Growth: Is The US Economy Headed For A Downturn? Economists Weigh In
October 04, 2023
Tickers
ADP
ECON
Tags
Joe Brusuelas
Topics
Markets
From
Benzinga
Declaring Victory On Inflation Would Be 'Premature,' LPL Financials Strategist Says On August PCE
September 29, 2023
Tags
Topics
Markets
LPL Financial
From
Benzinga
US Stock Futures Edge Higher Amid Cautious Optimism; Analyst Says How Fed Packages Sept. Pause Key For Market Direction
September 18, 2023
Tickers
AAPL
ARM
PTCT
QQQ
Tags
Earnings
Jerome Powell
Futures
From
Benzinga
US Stock Futures Inch Higher After 2-Day Slide Amid Spiking Bond Yields, Walmart Beat: Analyst Draws Focus To Key Policy Event Next Week
August 17, 2023
Tickers
AMAT
AVT
BILI
BILL
Tags
News
LPL Financial
Pre/Market Outlook
From
Benzinga
The SPY Takes A Bath On PPI Print, What's Wall Street Saying?
August 11, 2023
Tickers
ECON
PPI
SPY
Tags
Benzinga
Producer Price Index
Macro Economic Events
From
Benzinga
US Stocks Brace For Sluggish Start To Fresh Week: Analyst Explains Why Current Bull Market Rally Is Sustainable
July 31, 2023
Tickers
AAPL
AMD
ANET
CAR
Tags
PLTR
WDC
Top Stories
From
Benzinga
Nasdaq Futures Rise As Focus Turns To Tesla, Netflix Q2 Prints: Analyst Says Earnings Need Some 'Heavy Lifting' For Sustained Rally
July 19, 2023
Tickers
AA
AAL
BAC
BKR
Tags
HAL
Trading Ideas
Jeffrey Bucbinder
From
Benzinga
Rate Hike Speculation Cools As US Producer Inflation Softens, Economist Predicts S&P 500 To Reach 5,000 By Year End
July 13, 2023
Tickers
CPI
ECON
PPI
SPY
Tags
Federal Reserve
Macro Economic Events
Inflation
From
Benzinga
Fed's Hawk-Dove Divide Widens Amid Rate Hike Expectations
July 05, 2023
Tickers
FOMC
QQQ
SPY
Tags
Trading Ideas
Wedbush Securities
Markets
From
Benzinga
Economists React To May PCE Data: Inflation Metrics Cool Down, Foreseeing A Rate Hike In July
June 30, 2023
Tickers
ECON
Tags
Benzinga
Quincy Krosby
Economics
From
Benzinga
US Housing Starts Skyrocket To Highest Level Since 2016: Sign Of Strong Market Optimism Among Builders
June 20, 2023
Tickers
DHI
ECON
LEN
PHM
Tags
PHM
Market News
Peter Essele
From
Benzinga
Economists Respond To April's Surprising PCE Figures: 'Inflation Isn't Slowing Down Quickly Enough'
May 26, 2023
Tags
News
General
LPL Financial
From
Benzinga
Joe Biden: 'There Will Be No Default,' And McCarthy Agrees
May 25, 2023
Tickers
SPY
Tags
Benzinga
Government
Quincy Krosby
From
Benzinga
How Has The Stock Market Historically Performed Once Inflation Peaked?
May 12, 2023
Tickers
SPY
Tags
Analyst Ratings
LPL Financial
SPY
From
Benzinga
Next Week's Earnings Reports Could Be 'Final Round' Battle Between Hot Stock Market, Slumping Economy
April 21, 2023
Tickers
GOOG
GOOGL
META
MSFT
Tags
Quincy Krosby
Analyst Color
Economics
From
Benzinga
'Fed's Job Isn't Finished': 4 Experts React To Jobs Report, Predict FOMC's Next Move
April 07, 2023
Tickers
JOBS
SPY
Tags
Charlie Ripley
Comerica Bank
Top Stories
From
Benzinga
Are Hedge Fund Short Sellers Hunting And Targeting Specific Bank Stocks?
March 27, 2023
Tickers
DB
FCNCA
FRB
SBNY
Tags
SBNY
Market News
Analyst Ratings
From
Benzinga
How Have Bank Failures Impacted The Outlook For Interest Rates?
March 13, 2023
Tickers
SBNY
SI
SIVB
SPY
Tags
Benzinga
Analyst Color
Quincy Krosby
From
Benzinga
3 Economists React To February Jobs Report: 50-Basis-Point Interest Rate Hike 'Still On The Table' For Fed
March 10, 2023
Tickers
ECON
JOBS
SPY
Tags
Market News
Jobs Report
SPY
From
Benzinga
'Big Upside Surprise': Experts React To 4.7% Core PCE Inflation As Interest Rate Expectations Continue To Rise
February 24, 2023
Tickers
ECON
SPY
Tags
Bill Adams
Market News
Analyst Ratings
From
Benzinga
'Risk Of Overheating': 4 Experts On Hot January Jobs Report, How The Fed Will React
February 03, 2023
Tickers
CLX
ECON
F
GEN
Tags
Comerica Bank
Charlie Ripley
Jeffrey Roach
From
Benzinga
Why These Economists Say The End Of The Fed's Interest Rate Hike Cycle Is Near
February 01, 2023
Tickers
FOMC
Tags
Jeffery Roach
LPL Financial
News
From
Benzinga
'Mild Recession' Imminent? Experts React To 4.4% Core PCE Inflation Ahead Of Next Week's Key Fed Decision
January 27, 2023
Tickers
ECON
SPY
Tags
Analyst Ratings
SPY
Market News
From
Benzinga
Q4 GDP Rises 2.9% In What Should 'Reignite' Soft Landing Talks: 2 Experts Agree On The Fed's Next Move
January 26, 2023
Tickers
ECON
SPY
Tags
Trading Ideas
Comerica Bank
Bureau of Economic Analysis
From
Benzinga
Pending Home Sales Fall For 6 Consecutive Months, Nearly Hitting 20-Year Lows: What You Need To Know
December 28, 2022
Tags
Markets
Topics
Real Estate
From
Benzinga
Tesla And Apple Could Spark A Santa Claus Rally: Analyst
December 28, 2022
Tickers
AAPL
SPY
TSLA
Tags
Market News
AAPL
Analyst Ratings
From
Benzinga
< Previous
1
2
3
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.