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Fixed Income Portfolio (FIP)
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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
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Investing During Uncertain Times
Read FULL Seminar Here
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Cathie Wood Sells $14.9M Worth Of This Jim Cramer Pick, Loads Up On $5.7M Worth Of Robinhood Stock
September 11, 2023
Tickers
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ARKK
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August 24, 2023
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ARKK
ARKW
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ETFs
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From
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August 24, 2023
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ARKF
ARKG
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On eve of Nvidia results, Cathie Wood sells more stock in the chipmaker
August 23, 2023
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Tags
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From
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Cathie Wood Sells Shopify Shares Worth $9.2M — Ark Goes Shopping This Dutch Payment Company's Stock Instead
August 21, 2023
Tickers
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ARKG
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From
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Cathie Wood Is Doubling Down on Palantir (PLTR) Stock
August 10, 2023
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ARKK
ARKW
PLTR
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Cathie Wood Buys Roblox, Palantir Dips — Ark Invest Seizes Buying Opportunities Following Earnings Reports
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AI
ARKF
ARKG
ARKK
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AI
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Palantir Post Q2 Earnings Share Price Dip Doesn't Deter Cathie Wood — Ark Invest Buys $14M Worth Of Shares
August 08, 2023
Tickers
AI
ARKF
ARKG
ARKK
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Cathie Wood Splurges $10.6M On Robinhood Stock Even As Google Parent Cut Stake In Trading App By Over 87%
August 05, 2023
Tickers
ARKF
ARKK
ARKW
GOOG
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ARKK
Cathie Wood
News
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Cathie Wood's Ark Invest Acquires $5.5M of Robinhood Shares Following Platform's First Profitable Quarter
August 03, 2023
Tickers
ACCD
ADPT
ARKF
ARKG
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NTLA
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From
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Cathie Wood Continues Iridium Shopping Spree — Ark Invest Buys $3.6M Worth Of Satellite Company's Stock
August 02, 2023
Tickers
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ARKF
ARKG
ARKQ
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IOVA
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Cathie Wood Buys $3.4M Worth Of Shares In This Payments Software Firm — Also Increases Exposure To Iridium Stock
August 01, 2023
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ARKF
ARKG
ARKQ
AVDX
Tags
IRDM
ARK Invest
Market News
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Benzinga
Cathie Wood's Ark Invest Sells Robinhood, Coinbase Shares — Buys $3.5M Worth Of Stock Of This Social Media Company
July 31, 2023
Tickers
ARKF
ARKW
AVDX
COIN
Tags
IOVA
HOOD
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Downgrade Aside, Cathie Wood Buys $1.2M Worth Of SoFi Shares
July 27, 2023
Tickers
ACCD
ARKF
ARKG
SOFI
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ARKF
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You Don't Have to Pick a Winner in Fintech. Here's Why.
July 27, 2023
Tickers
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ARKF
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