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home
about us
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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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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
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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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
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LPL Financial Holdings Inc
(NQ:
LPLA
)
361.63
+4.46 (+1.25%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 2, 2026
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7 of the Hottest ETFs to Buy Right Now
↗
June 09, 2022
These are the hottest ETFs to buy in June whether you're looking for discounts or ETFs that are already on the move.
Via
InvestorPlace
5 Analysts Have This to Say About LPL Finl Hldgs
↗
April 29, 2022
Analysts have provided the following ratings for LPL Finl Hldgs (NASDAQ:LPLA) within the last quarter:
Via
Benzinga
LPL Financial Stock Trading In New Buy Range Ahead Of Earnings
↗
April 25, 2022
LPL Financial stock is in a potential buying area as it gets ready to report earnings on Apr. 28. The stock is about 2% above a 191.08 buy point from... Read More
Via
Investor's Business Daily
The 5 Best Stocks to Buy Now
April 13, 2022
Investing for the long term is challenging enough, but finding great stocks with the potential for significant returns? That's even
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Expert Ratings for LPL Finl Hldgs
↗
April 13, 2022
LPL Finl Hldgs (NASDAQ:LPLA) has observed the following analyst ratings within the last quarter:
Via
Benzinga
Recap: LPL Finl Hldgs Q4 Earnings
↗
February 03, 2022
LPL Finl Hldgs (NASDAQ:LPLA) reported its Q4 earnings results on Thursday, February 3, 2022 at 04:05 PM. Here's what investors need to know about the announcement.
Via
Benzinga
Earnings Scheduled For February 3, 2022
↗
February 03, 2022
Companies Reporting Before The Bell • Tuesday Morning (NASDAQ:TUEM) is likely to report earnings for its second quarter.
Via
Benzinga
Expert Ratings For LPL Finl Hldgs
↗
January 04, 2022
Analysts have provided the following ratings for LPL Finl Hldgs (NASDAQ:LPLA
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For April 7, 2022
↗
April 07, 2022
Upgrades
Via
Benzinga
10 Financials Stocks Whale Activity In Today's Session
↗
April 05, 2022
This whale alert can help traders discover the next big trading opportunities. Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity...
Via
Benzinga
Earnings Scheduled For April 29, 2021
↗
April 29, 2021
Companies Reporting Before The Bell • OSI Systems (NASDAQ:OSIS) is estimated to report quarterly earnings at $1.33 per share on revenue of $290.51 million. •...
Via
Benzinga
Stocks That Hit 52-Week Highs On Monday
↗
April 12, 2021
During Monday's morning session, 212 companies made new 52-week highs. Points of Interest: Microsoft (NASDAQ:MSFT) was the largest company by market cap to set...
Via
Benzinga
Stifel Financial Hits 80-Plus Relative Strength Rating Benchmark
↗
March 22, 2022
Stifel Financial shows rising price performance, earning an upgrade to its IBD Relative Strength Rating from 78 to 81.
Via
Investor's Business Daily
History Says Now Could Be A Great Time To Buy Stocks: Here's Why
↗
March 16, 2022
It’s no secret that markets have had a rough start to 2022. Between inflation worries, COVID and the uncertainty surrounding the Russian invasion of Ukraine, traders have been cautious.
Via
Benzinga
What 4 Analyst Ratings Have To Say About LPL Finl Hldgs
↗
February 04, 2022
Analysts have provided the following ratings for LPL Finl Hldgs (NASDAQ:LPLA) within the last quarter:
Via
Benzinga
Price Over Earnings Overview: LPL Financial
↗
December 09, 2021
Looking into the current session, LPL Finl Hldgs Inc. (NASDAQ:LPLA) is trading at $163.51, after a 0.52% drop. Over the past month, the stock fell by 0.55%, but over...
Via
Benzinga
Here's How Much $100 Invested In LPL Finl Hldgs 5 Years Ago Would Be Worth Today
↗
December 09, 2021
LPL Finl Hldgs (NASDAQ:LPLA) has outperformed the market over the past 5 years by 20.12% on an annualized basis. Buying $100.00 In LPLA: 5 years ago, an investor could have...
Via
Benzinga
LPL Financial Holdings Inc (LPLA) Q3 2021 Earnings Call Transcript
↗
October 29, 2021
LPLA earnings call for the period ending September 30, 2021.
Via
The Motley Fool
Topics
Earnings
Benzinga's Top Ratings Upgrades, Downgrades For December 16, 2021
↗
December 16, 2021
Upgrades According to B of A Securities, the prior rating for Generac Holdings Inc (NYSE:
Via
Benzinga
LPL Financial Holdings Inc (LPLA) Q2 2021 Earnings Call Transcript
↗
July 30, 2021
LPLA earnings call for the period ending June 30, 2021.
Via
The Motley Fool
Topics
Earnings
Analyzing LPL Finl Hldgs's Unusual Options Activity
↗
July 20, 2021
LPL Finl Hldgs (NASDAQ:LPLA) shares experienced unusual options activity on Tuesday. The stock price moved up to $134.15 following the option alert. Sentiment: BULLISH Option...
Via
Benzinga
LPL Financial Stock Earns Rising Relative Strength Upgrade
↗
July 02, 2021
LPL Financial shows improving price performance, earning an upgrade to its IBD Relative Strength Rating from 77 to 81.
Via
Investor's Business Daily
LPL Financial Holdings Inc (LPLA) Q1 2021 Earnings Call Transcript
↗
April 30, 2021
LPLA earnings call for the period ending March 31, 2021.
Via
The Motley Fool
Topics
Earnings
Benzinga's Top Ratings Upgrades, Downgrades For May 21, 2021
↗
May 21, 2021
Upgrades According to JP Morgan, the prior rating for ResMed Inc (NYSE:RMD) was changed from Neutral to Overweight. For the third quarter, ResMed had an EPS of $1.30,...
Via
Benzinga
Stocks That Hit 52-Week Highs On Tuesday
↗
April 13, 2021
This morning 106 companies set new 52-week highs. Interesting Highlights: Microsoft (NASDAQ:MSFT) was the largest company by market cap to set a new 52-week high...
Via
Benzinga
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