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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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Back Dated Performance Reports
Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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
)
361.63
+4.46 (+1.25%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 2, 2026
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LPL Financial Announces Second Quarter 2025 Results
July 31, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Meta, Microsoft Power Wall Street To New Records Despite Inflation Jump: What's Moving Markets Thursday?
↗
July 31, 2025
A post-earnings surge in Meta Platforms Inc. (NASDAQ:META) and Microsoft Corp.
Via
Benzinga
Topics
Economy
Earnings Scheduled For July 31, 2025
↗
July 31, 2025
Via
Benzinga
LPL Financial Welcomes ProsperLane Financial
July 30, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Wyoming Asset Advisors to Linsco Channel
July 24, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Gallagher Wealth Management
July 22, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Here's How Much You Would Have Made Owning LPL Finl Hldgs Stock In The Last 10 Years
↗
July 16, 2025
Via
Benzinga
How Do Investors Really Feel About LPL Finl Hldgs?
↗
July 15, 2025
Via
Benzinga
LPL Financial Welcomes Waznik Heike Group
July 15, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
What Analysts Are Saying About LPL Finl Hldgs Stock
↗
July 11, 2025
Via
Benzinga
LPL Financial Announces Second Quarter 2025 Earnings Release Date and Conference Call
July 10, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes The Narmi Group Investment Management to Linsco Channel
July 10, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Research Team Releases Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations
July 08, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Bell Wealth Partners Launches with Support of LPL Strategic Wealth Services
July 08, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
If You Invested $1000 In This Stock 5 Years Ago, You Would Have This Much Today
↗
July 01, 2025
Via
Benzinga
LPL Financial Welcomes Resilient Wealth Management
July 01, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Appoints Mike Holtschlag as Executive Vice President of Banking and Lending
June 30, 2025
Holtschlag and team will focus on delivering robust liquidity and wealth solutions that enhance advisor capabilities and client service
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Wyatt Wealth Management
June 26, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Top 3 Financial Stocks That May Explode This Month
↗
June 25, 2025
Via
Benzinga
LPL Financial and Strategic Wealth Group Welcome Financial Advisors Mike Trudeau, Matt Merrick, Ben Ollila and Ben Prchal
June 24, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Reports Monthly Activity for May 2025
June 23, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
10 Financials Stocks Whale Activity In Today's Session
↗
June 17, 2025
Via
Benzinga
EverMark Investment Partners Launches with Support from LPL Strategic Wealth
June 17, 2025
The Advisor Trio Becomes the 50th Team to Join LPL’s Strategic Wealth Services Affiliation Model
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
$1000 Invested In LPL Finl Hldgs 10 Years Ago Would Be Worth This Much Today
↗
June 16, 2025
Via
Benzinga
GOP Senator On Armed Services Committee Buys This Defense Stock In Potential Conflict Of Interest
↗
June 12, 2025
Via
Benzinga
LPL Financial Welcomes Runyan Capital
June 12, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Demystifying LPL Finl Hldgs: Insights From 8 Analyst Reviews
↗
June 09, 2025
Via
Benzinga
Here's How Much You Would Have Made Owning LPL Finl Hldgs Stock In The Last 10 Years
↗
June 06, 2025
Via
Benzinga
LPL Financial Welcomes Loomis Wealth Management
June 05, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Arv Private Wealth Launches with Support from LPL Strategic Wealth
June 02, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
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