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home
about us
Investment Approach
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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)
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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
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
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
)
370.12
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 5, 2026
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All News about LPL Financial Holdings Inc
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LPL Financial Expands Leadership Team With Addition of Senior Client Experience Executives
January 24, 2023
Tim Checko and Cory Triolo will focus on developing world-class products and experiences for advisors and institutions
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
9 Analysts Have This to Say About LPL Finl Hldgs
↗
January 23, 2023
Via
Benzinga
LPL Financial Welcomes New Linsco Teams in Texas and Florida
January 23, 2023
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Where LPL Finl Hldgs Stands With Analysts
↗
November 17, 2022
Via
Benzinga
LPL Financial Announces Fourth Quarter 2022 Earnings Release Date and Conference Call
January 12, 2023
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Fenton Wangler Financial
January 12, 2023
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Albert Ko Elected to LPL Financial Board of Directors
January 11, 2023
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Financial Advisor David J. Dobrusin Joins LPL Financial
January 09, 2023
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Headwinds Including Peak NII, Higher Beta Sensitivity, Slower NNA Forces Analyst To Double Downgrade Morgan Stanley
↗
January 04, 2023
Wolfe Research analyst Steven Chubak downgraded Morgan Stanley (NYSE: MS) from Outperform to Un
Via
Benzinga
Goldman Sachs' Four Zones Within Capital Market Coverage, Gives Stock Picks
↗
January 04, 2023
Goldman Sachs Group Inc (NYSE: GS) has outlined four themes for 2023 amid recessionary risks and rising interest rates.
Via
Benzinga
LPL Financial Welcomes Advisor Matt Irwin
January 03, 2023
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Recognized as Most Responsible by Newsweek for Third Year in a Row
December 21, 2022
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
18 Advisor Team Strategic Partners, Inc Joins LPL Financial
December 20, 2022
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Reports Monthly Activity for November 2022
December 15, 2022
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Continues to Expand Investment Research Team With New Head of Model Portfolio Management
December 14, 2022
Firm taps proven executive with 25+ years of international portfolio management experience
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Harbor Lighthouse Wealth Management Joins LPL Financial, Financial Resources Group
December 13, 2022
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Study on Secure 2.0 Supports Passage of Federal Retirement Legislation
December 08, 2022
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Menninger & Associates Financial Planning Joins LPL Financial
December 07, 2022
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Publishes Outlook 2023
December 06, 2022
If 2022 was about addressing imbalances in the economy, 2023 will see the economy and markets find their way back to steadier ground—even if the adjustment period continues
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Financial House Joins LPL Financial
December 05, 2022
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial to Present at the Goldman Sachs 2022 US Financial Services Conference
November 30, 2022
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Benzinga's Top Ratings Upgrades, Downgrades For November 30, 2022
↗
November 30, 2022
Via
Benzinga
LPL Financial Appoints Adam Turnquist as Chief Technical Strategist
November 30, 2022
New hire hones technical acumen of Investment Research offering
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Commerce Financial Advisors to its Institution Services Platform
November 22, 2022
Business comprises nearly 30 financial advisors, who collectively serve $4.4 billion of brokerage and advisory assets
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Benzinga's Top Ratings Upgrades, Downgrades For November 17, 2022
↗
November 17, 2022
Upgrades
Via
Benzinga
Plummer Wealth Strategists Joins LPL Financial as Ownership Passes to Second Generation
November 17, 2022
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Reports Monthly Activity for October 2022
November 16, 2022
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Financial Advisor Tim Truebenbach Joins Linsco by LPL Financial
November 14, 2022
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Banks And Brokers On Fire
↗
November 11, 2022
The Financial sector ETF has been on fire since its intraday low of $29.59 on October 13th, which was the day of the hotter-than-expected September CPI report.
Via
Talk Markets
LPL Financial to Hold Investor and Analyst Day on November 16
November 09, 2022
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
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