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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
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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
Bond Fund Seminar
RSVP-Signup Form
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Lincoln National
(NY:
LNC
)
35.59
-0.19 (-0.52%)
Streaming Delayed Price
Updated: 12:27 PM EDT, May 27, 2026
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Why This Fund Sold Off $11 Million of a Stock That's Up 325% in a Year
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Lincoln National Corp (NYSE:LNC) Surges on Q1 Adjusted Earnings Beat Despite Revenue Miss
↗
May 07, 2026
Via
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Earnings
Lincoln National Corporation to Hold 2026 Annual Meeting of Shareholders on May 28, 2026
May 14, 2026
From
Lincoln Financial
Via
Business Wire
The Top 5 Analyst Questions From Lincoln Financial Group’s Q1 Earnings Call
May 14, 2026
Lincoln Financial Group’s first quarter was met with a negative market reaction, as investors weighed strong revenue growth against a significant miss on ear...
Via
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Lincoln National Q1 Earnings Call Highlights
↗
May 11, 2026
Lincoln National (NYSE:LNC) reported a seventh consecutive quarter of year-over-year adjusted operating income growth, with management pointing to stronger underwriting results, spread income growth...
Via
MarketBeat
Topics
Earnings
1 Small-Cap Stock with Competitive Advantages and 2 We Find Risky
May 11, 2026
Small-cap stocks can be incredibly lucrative investments because their lack of analyst coverage leads to frequent mispricings. However, these businesses (and...
Via
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LNC Q1 Deep Dive: Revenue Growth Outpaces Profitability amid Market Headwinds
May 08, 2026
Insurance and retirement company Lincoln National (NYSE:LNC) missed Wall Street’s revenue expectations in Q1 CY2026 as sales rose 3.9% year on year to $4.87 ...
Via
StockStory
Topics
Retirement
Lincoln (LNC) Q1 2026 Earnings Transcript
↗
May 07, 2026
Lincoln (LNC) Q1 2026 Earnings Transcript
Via
The Motley Fool
Topics
Retirement
Lincoln Financial Group (NYSE:LNC) Surprises With Q1 CY2026 Sales
May 07, 2026
Insurance and retirement company Lincoln National (NYSE:LNC) reported revenue ahead of Wall Street’s expectations in Q1 CY2026, with sales up 13.3% year on y...
Via
StockStory
Topics
Retirement
Lincoln Financial Reports 2026 First Quarter Results
May 07, 2026
From
Lincoln Financial
Via
Business Wire
What To Expect From Lincoln Financial Group’s (LNC) Q1 Earnings
May 05, 2026
Insurance and retirement company Lincoln National (NYSE:LNC) will be reporting earnings this Thursday before the bell. Here’s what to expect. Lincoln Financi...
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Lincoln National Corporation’s Board of Directors Declares Series D Preferred Stock Dividend
May 01, 2026
From
Lincoln Financial
Via
Business Wire
Lincoln Financial Group (LNC): Buy, Sell, or Hold Post Q4 Earnings?
April 28, 2026
Over the past six months, Lincoln Financial Group’s stock price fell to $37.38. Shareholders have lost 6.8% of their capital, which is disappointing consider...
Via
StockStory
Lincoln Financial Group (LNC) Stock Trades Up, Here Is Why
April 17, 2026
What Happened? Shares of insurance and retirement company Lincoln National (NYSE:LNC) jumped 2.9% in the afternoon session after the U.S.-Iran ceasefire anno...
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3 Insurance Stocks We Steer Clear Of
April 08, 2026
Insurance firms play a critical role in the financial system, offering everything from property coverage to life insurance and specialized risk solutions. Bu...
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Winners And Losers Of Q4: Lincoln Financial Group (NYSE:LNC) Vs The Rest Of The Life Insurance Stocks
April 06, 2026
Earnings results often indicate what direction a company will take in the months ahead. With Q4 behind us, let’s have a look at Lincoln Financial Group (NYSE...
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StockStory
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Lincoln Financial to Report 2026 First Quarter Results on May 7
April 02, 2026
From
Lincoln Financial
Via
Business Wire
Fiduciary Fight Ends in Texas: Court Vacates DOL ‘Retirement Security Rule,’ Restoring 1975 Standards
March 25, 2026
DALLAS, TX — In a landmark decision that has sent shockwaves through the financial services industry, the U.S. District Court for the Northern District of Texas has officially vacated the Department of...
Via
MarketMinute
Topics
Regulatory Compliance
Retirement
Lincoln Financial Recognized for Leadership in the Advancement of Long-Term Care Planning
March 24, 2026
From
Lincoln Financial
Via
Business Wire
Lincoln Financial appoints Todd Lacey as Senior Vice President, Head of Institutional Sales for Retirement Plan Services
March 23, 2026
From
Lincoln Financial
Via
Business Wire
Lincoln Financial Earns World’s Most Ethical Companies® Recognition for Fifth Consecutive Year
March 18, 2026
From
Lincoln Financial
Via
Business Wire
3 Small-Cap Stocks We Keep Off Our Radar
March 17, 2026
Investors looking for hidden gems should keep an eye on small-cap stocks because they’re frequently overlooked by Wall Street. Many opportunities exist in th...
Via
StockStory
Topics
Retirement
Lincoln Financial Unveils New Fixed Indexed Annuity Income Solutions With Category-First Legacy Planning
March 16, 2026
From
Lincoln Financial
Via
Business Wire
Miller Value Partners Dumps 72,000 Buckle Inc. Shares for $4.2 Million
↗
March 12, 2026
This apparel retailer delivers casual styles to young adults through over 400 U.S. stores and a strong e-commerce platform.
Via
The Motley Fool
Topics
Credit Cards
Regulatory Compliance
Miller Value Partners Just Bought Shares in This Cheap Stock
↗
March 11, 2026
The firm was founded by famous value investor Bill Miller.
Via
The Motley Fool
Topics
Regulatory Compliance
Lincoln National Corporation's Board of Directors Declares Quarterly Cash Dividend
February 19, 2026
From
Lincoln Financial
Via
Business Wire
5 Insightful Analyst Questions From Lincoln Financial Group’s Q4 Earnings Call
February 19, 2026
Lincoln Financial Group posted a strong fourth quarter, with results surpassing Wall Street expectations and prompting a notable positive market reaction. Management attributed this outperformance to...
Via
StockStory
Topics
Earnings
Lincoln Financial Announces Launch of Lincoln WealthProtector℠ IUL, Strengthening Its Elite IUL Portfolio With a New Protection‑Focused Solution
February 17, 2026
From
Lincoln Financial
Via
Business Wire
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