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home
about us
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Team Biographies
Firm ADV PDFs
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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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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
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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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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
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LPL Financial Holdings Inc
(NQ:
LPLA
)
376.56
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 6, 2026
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Community Resource Credit Union, CRCU Retirement and Investment Services, Partner With Trustage™
January 30, 2024
CRCU Retirement and Investment Services will onboard to the LPL Financial Institution Services platform
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Latus Group, Ltd.
January 29, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
NASDAQ:LPLA stands out as a growth opportunity that won't break the bank.
↗
January 26, 2024
Looking for growth without the hefty price tag? Consider LPL FINANCIAL HOLDINGS INC (NASDAQ:LPLA).
Via
Chartmill
LPL Financial Welcomes Advisor Andrew Kutanovski
January 25, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
A Closer Look at 8 Analyst Recommendations For LPL Finl Hldgs
↗
January 04, 2024
Via
Benzinga
While growth is established for NASDAQ:LPLA, the stock's valuation remains reasonable.
↗
January 04, 2024
NASDAQ:LPLA is showing decent growth, but is still valued reasonably.
Via
Chartmill
LPL Financial Welcomes Maier & Associates Financial Group, Inc.
January 22, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Launches a Financial Literacy Program Based on the Lessons of Warren Buffett
January 16, 2024
Created by the World of Business Reading Group, a pro-bono project of Collaborative Gain, the free curriculum is available for advisors to use in their local communities to help high school students...
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Announces Fourth Quarter 2023 Earnings Release Date and Conference Call
January 11, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
NASDAQ:LPLA is showing decent growth, but is still valued reasonably.
↗
December 14, 2023
NASDAQ:LPLA, a growth stock which is not overvalued.
Via
Chartmill
Where LPL Finl Hldgs Stands With Analysts
↗
December 01, 2023
Via
Benzinga
LPL Financial Welcomes Goldman Group, Inc.
January 11, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Helmsman Financial Strategies
January 09, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Financial Advisor Zachary Fiandt
January 03, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Great Valley Advisor Group Marks Successful First Year of Strategic Partnership with LPL Financial
January 02, 2024
From
Great Valley Advisor Group
Via
Business Wire
Financial Advisor Stephen Freeman Joins Citizens Wealth Management and LPL’s Institution Services Platform
December 20, 2023
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Upstate Financial Network
December 19, 2023
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Best Wealth Management
December 18, 2023
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Reports Monthly Activity for November 2023
December 18, 2023
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Earns WELL Health-Safety Rating for Three Home Office Locations
December 14, 2023
Esteemed WELL designation validates LPL’s commitment to the health and well-being of employees and visitors
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Industry Veteran Amy Philbrook Joins LPL as New Head of Service
December 13, 2023
Philbrook’s extensive background and deep passion for developing, growing and leading high-performing teams will help LPL drive the best service experience in the industry
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Research Team Releases Annual Outlook for 2024
December 12, 2023
Annual Outlook report points to a 2024 market and economy that’s more familiar, steady, and reliable, along with a few meaningful shifts
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Oak Tree Financial Group
December 11, 2023
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial, Gladstone Wealth Partners Welcome Cangelosi Wealth Management
December 07, 2023
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Charitable Foundation Named Community Impact Award Winner at Thinkadvisor’s Luminaries
December 06, 2023
LPL Financial Foundation recognized for support of underserved small business owners
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Names Sara Dadyar Chief Human Capital Officer
December 05, 2023
Experienced executive will continue to advance LPL’s culture and talent efforts
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Financial Advisor Demetrios Paraskevopoulos
December 04, 2023
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Financial Advisor Jerry Madden, Jr.
November 30, 2023
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial to Present at the Goldman Sachs Financial Services Conference 2023
November 29, 2023
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Industry Executive Jim McHale Joins LPL Financial as Chief Compliance Officer
November 29, 2023
McHale’s deep industry experience advances the firm’s commitment to a strong risk management culture
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
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