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Fixed Income Portfolio (FIP)
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Back Dated Performance Reports
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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
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Client's Responsibilities
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Implementation
Legal Services
Termination
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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
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LPL Financial Holdings Inc
(NQ:
LPLA
)
372.16
-1.22 (-0.33%)
Streaming Delayed Price
Updated: 4:00 PM EST, Dec 26, 2025
Add to My Watchlist
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All News about LPL Financial Holdings Inc
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3 Reasons We’re Fans of LPL Financial (LPLA)
December 24, 2025
LPL Financial has been treading water for the past six months, recording a small return of 3.4% while holding steady at $373.35. The stock also fell short of the S&P 500’s 13.3% gain during that...
Via
StockStory
Topics
Stocks
LPL FINANCIAL HOLDINGS INC (NASDAQ:LPLA): A GARP Stock Balancing Growth and Value
↗
December 23, 2025
LPL Financial (LPLA) exemplifies the GARP strategy, offering strong earnings growth at a reasonable valuation with solid profitability and financial health.
Via
Chartmill
2 Mid-Cap Stocks to Target This Week and 1 We Find Risky
December 22, 2025
Many investors pay attention to mid-cap stocks because they have established business models and expansive market opportunities. However, their paths to becoming $100 billion corporations are ripe with...
Via
StockStory
Brokerage Industry Rides a Wave of Momentum: Innovation, Regulation, and Retail Surge Drive Unprecedented Growth
December 17, 2025
The brokerage industry is currently experiencing a period of robust growth and transformation, propelled by a confluence of technological advancements, evolving regulatory landscapes, and a significant...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
LPL Financial Reports Monthly Activity for November 2025
December 16, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Welcomes Forest Lake Wealth Partners to Linsco
December 11, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Spotting Winners: LPL Financial (NASDAQ:LPLA) And Investment Banking & Brokerage Stocks In Q3
December 10, 2025
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how investment banking & brokerage stocks fared in Q3, starting...
Via
StockStory
1 Cash-Producing Stock for Long-Term Investors and 2 We Avoid
December 09, 2025
Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.
Via
StockStory
LPL Research Team Releases 2026 Outlook: The Policy Engine
December 09, 2025
Annual report delivers a data-driven perspective on the economic and market landscape, outlining actionable insights for investors to navigate policy-driven trends and volatility
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
2 of Wall Street’s Favorite Stocks with Exciting Potential and 1 We Ignore
December 07, 2025
The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%. But investors should take these forecasts with a grain of salt because...
Via
StockStory
Sprott Physical Gold and Silver Trust Soars to All-Time High Amidst Surging Precious Metals Demand
December 05, 2025
New York, NY – December 5, 2025 – The Sprott Physical Gold and Silver Trust (NYSE Arca: CEF), a prominent investment vehicle offering direct exposure to physical gold and silver bullion, has today...
Via
MarketMinute
Topics
ETFs
Economy
Fraud
Matthew Morningstar Joins LPL as Chief Legal Officer
December 05, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Celebrates 15 Years as a Public Company with Nasdaq Bell Ringing Ceremony
December 04, 2025
From IPO to Industry Leader: LPL’s Steadfast Commitment to Financial Advisors Powers $2.3 Trillion in Client Assets, Driving Transformative Growth and Innovation
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Morgan Stanley Soars to Historic High of $171.78, Signaling Robust Financial Sector Strength
December 03, 2025
NEW YORK, NY – December 3, 2025 – Morgan Stanley (NYSE: MS) has today achieved a significant milestone, with its stock price reaching an all-time high of $171.78. This landmark achievement underscores...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
LPL Financial to Present at the Goldman Sachs Financial Services Conference
December 02, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Kūpono Wealth Planning
December 02, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL FINANCIAL HOLDINGS INC (NASDAQ:LPLA): A Prime GARP Candidate with Strong Growth and Reasonable Valuation
↗
November 28, 2025
LPLA exemplifies GARP investing with strong revenue & earnings growth, a reasonable P/E ratio, and solid financial health.
Via
Chartmill
LPL Financial Reports Monthly Activity for October 2025
November 20, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Longstreet Wealth Management
November 19, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
3 Market-Beating Stocks Worth Your Attention
November 16, 2025
Companies that consistently increase their sales, margins, or returns on capital are usually rewarded with the best returns, and those that can do all three for years on end are almost always the...
Via
StockStory
2 Mooning Stocks with Impressive Fundamentals and 1 We Brush Off
November 13, 2025
Great things are happening to the stocks in this article. They’re all outperforming the market over the last month because of positive catalysts such as a new product line, constructive news flow, or...
Via
StockStory
Topics
Supply Chain
LPL Financial Launches Cash Management Account to Seamlessly Integrate Banking and Investing
November 12, 2025
New solution offers FDIC protection and modern banking tools — all within LPL’s integrated platform
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
The Top 5 Analyst Questions From LPL Financial’s Q3 Earnings Call
November 06, 2025
LPL Financial’s third quarter results were met with a strong positive market reaction, reflecting outperformance in both revenue and adjusted profit. Management attributed these results to the...
Via
StockStory
Topics
Earnings
LPL FINANCIAL HOLDINGS INC (NASDAQ:LPLA) Presents a Compelling Growth at a Reasonable Price (GARP) Opportunity
↗
November 03, 2025
LPL Financial (LPLA) is a top GARP stock with strong revenue & earnings growth, a reasonable P/E ratio, and solid financial health.
Via
Chartmill
Nasdaq 100 Rebounds, Amazon Jumps 10% On Strong Earnings: What's Moving Markets Friday?
↗
October 31, 2025
Tech stocks edged higher Friday, rebounding from Thursday's 1.5% drop in the Nasdaq 100 as upbeat earnings from mega-cap giants kept the rally momentum alive.
Via
Benzinga
Why Is LPL Financial (LPLA) Stock Rocketing Higher Today
October 31, 2025
Shares of independent financial services firm LPL Financial (NASDAQ:LPLA) jumped 10.2% in the afternoon session after the company reported third-quarter results that surpassed analyst expectations on...
Via
StockStory
Topics
Artificial Intelligence
Economy
Stocks
LPLA Q3 Deep Dive: Commonwealth Integration and Operating Efficiency Propel Growth
October 31, 2025
Independent financial services firm LPL Financial (NASDAQ:LPLA) beat Wall Street’s revenue expectations in Q3 CY2025, with sales up 48.4% year on year to $4.55 billion. Its non-GAAP profit of $5.20 per...
Via
StockStory
LPL Financial Announces Lower Fees and Streamlined Pricing Across Advisory Platforms
October 31, 2025
Platform enhancements build on the most competitive advisory offering in the industry
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial (NASDAQ:LPLA) Reports Upbeat Q3
October 30, 2025
Independent financial services firm LPL Financial (NASDAQ:LPLA) announced better-than-expected revenue in Q3 CY2025, with sales up 48.4% year on year to $4.55 billion. Its non-GAAP profit of $5.20 per...
Via
StockStory
LPL Financial Announces Third Quarter 2025 Results
October 30, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
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