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Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
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Own Your Practice
Letter to Clients
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contact us
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Sample Portfolio
Back Dated Performance Reports
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Back Dated Performance Reports
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TAV Program
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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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Investing During Uncertain Times
Read FULL Seminar Here
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Top Economist El-Erian Thinks Bonds Warrant A 'More Differentiated' View As Credit Risk Is Far From Done
January 02, 2023
Tickers
AGG
BND
Tags
Bonds
Mohamed El/Erian
Treasury Yields
From
Benzinga
Dragged By Inflation, Treasuries Reportedly Register Biggest Annual Loss In 2022
January 02, 2023
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BND
Tags
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December 19, 2022
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COMP
DJIA
LQD
Tags
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From
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BND
LQD
TLT
Tags
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DJIA
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Tags
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3 ETFs That Are All You Need for Retirement
December 02, 2022
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VOO
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Tags
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December 01, 2022
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IVV
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The 10 Most Shorted ETFs: Which Sectors Saw Short Interest Increase?
November 22, 2022
Tickers
AGG
DIA
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Tags
LQD
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EFA
From
Benzinga
Is the stock market open on Black Friday? Thanksgiving week trading hours for major assets.
November 22, 2022
Tickers
AGG
DJIA
SPX
Tags
DJIA
AGG
BX:TMUBMUSD10Y
From
MarketWatch
Todd Rosenbluth Gets Active on Yahoo Finance
November 16, 2022
Tickers
AGG
BITO
FBND
JEPI
Tags
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todd rosenbluth
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ETF Trends
Don’t Get AGG-ravated, Expand Your Fixed Income Toolset
November 14, 2022
Tickers
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BKLN
IGSB
LDUR
Tags
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Exchange: An ETF Experience
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Credit carnage spurs bargains on bonds tied to $16 trillion pile of U.S. household debt
November 04, 2022
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JMBS
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Tags
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MarketWatch
Now’s the time to buy ‘bombed-out credit markets,’ says DoubleLine’s Jeffrey Gundlach
November 02, 2022
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Tags
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New Ways to Use Bonds: 3 Advisors Weigh In
November 01, 2022
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The 3 Best Bond Funds to Buy for Rising Interest Rates
October 31, 2022
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The silver lining of this year’s stock and bond bear markets
October 21, 2022
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Real estate investment trusts haven’t worked as a defensive bet this year. Why REITs might continue to underperform, according to Wells Fargo
October 11, 2022
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Buying stocks for dividend income? Read this first
October 05, 2022
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IVE
SPX
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MarketWatch
Quite a pivot: Ray Dalio has just reversed his long-held stance on this key asset class.
October 04, 2022
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'Big Short' Investor Michael Burry Reminisces Dow's Largest Single-Day Fall In 2008: Wonders 'If This Could Be Worse'
September 30, 2022
Tickers
AGG
BND
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From
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These long-duration bond ETFs have cratered the most from their peaks over past year, sinking below other assets as U.S. dollar soars
September 29, 2022
Tickers
AGG
ARKG
ARKK
BIL
Tags
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From
MarketWatch
The 10-Year Treasury Yield Just Topped 4%: What It Means for You
September 28, 2022
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AGG
BND
TIP
TLT
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Motley Fool
'Big Short' Investor Michael Burry Says This Could Be The Real Reason Yields Are Rising Despite Deflation Talks
September 28, 2022
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AGG
BND
Tags
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From
Benzinga
Bond ETFs fall ahead of expected Fed rate hike
September 20, 2022
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AGG
DJIA
HYG
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Tags
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From
MarketWatch
This interest rate hedge ETF has soared 60% this year as stocks, bonds sink in market carnage
September 15, 2022
Tickers
AGG
FCG
FXZ
IEO
Tags
PFIX
YEAR
MSOS
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Once offering the worst return on Wall Street, cash is now looking like the best asset to own, says Morgan Stanley
August 22, 2022
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AGG
AMC
AMZN
Tags
CRM
BX:TMUBMUSD06M
DG
From
MarketWatch
BND Just Became the Largest Bond ETF
August 09, 2022
Tickers
AGG
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LQD
TLT
Tags
BlackRock
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From
ETF Trends
H1 2022 ETF Flows: Steadfast, Brave…and Foolhardy?
July 27, 2022
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QQQ
SOXL
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Tags
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QQQ
Featured
From
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This bond ETF has the potential to become the king of fixed income ETFs. Here’s why.
July 21, 2022
Tickers
AGG
BND
Tags
AGG
VBTLX
BND
From
MarketWatch
A New Bond ETF King?
July 19, 2022
Tickers
AGG
BND
Tags
BND
iShares
AGG
From
ETF Trends
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