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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
Job Opportunities
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
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Back Dated Performance Reports
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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)
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Additional Information
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Back Dated Performance Reports
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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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Market Value Securities (MVS sm) Presentation
Featured Event
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Investing During Uncertain Times
Read FULL Seminar Here
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Apple's AI Initiatives Impress Analysts, Meta Eyes Apple Intelligence, Arm Holdings CEO On Rapid Growth Of AI And More: This Week In AI
June 30, 2024
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June 24, 2024
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Anthropic CEO Dario Amodei Advocates For A More Comprehensive Solution Than Universal Basic Income To Tackle AI-Induced Inequality: 'I Would Much Prefer A World...'
June 23, 2024
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Google, Amazon-Backed OpenAI Rival Anthropic Unveils 'Claude 3.5 Sonnet' - Its Most Powerful AI Yet
June 21, 2024
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OpenAI Former 'Superalignment' Lead Joins Jeff Bezos-Backed Rival Anthropic Days After Quitting Sam Altman's Team
May 29, 2024
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Elon Musk's xAI Raises $6B: Here's Where It Stands Against OpenAI, Anthropic And Other AI Rivals
May 27, 2024
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May 14, 2024
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Google, Amazon-Backed OpenAI Rival Anthropic Launches Claude Chatbot In Europe Amid Regulatory Challenges
May 13, 2024
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Sam Altman's OpenAI And Amazon-Backed Anthropic Face Serious Competition From These Chinese Startups Backed By Alibaba, Xiaomi And More
May 03, 2024
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Google, Amazon-Backed Anthropic Rolls Out Claude iOS App: Here's How You Can Use It On Your iPhone And iPad
May 02, 2024
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Cathie Wood, Ark Invest Announce Stake In OpenAI: Here's How You Can Get Exposure To ChatGPT Parent, X (Twitter), SpaceX, Discord, Epic Games
April 11, 2024
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Amazon Pours $4B Into AI Startup Challenging Google And OpenAI With Its Largest External Investment In 3 Decades
March 27, 2024
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Elon Musk Says 'Yikes' As Claude AI Chatbot Answers If It's A 'Prisoner' Of Anthropic's AI Developers
March 26, 2024
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Bankrupt FTX To Offload AI Startup Anthropic Shares To Abu Dhabi Investment Firm And Other Investors In $884M Deal
March 26, 2024
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Citadel CEO Ken Griffin Unsure Of AI Market Bubble But Says Nvidia 'Sits In A Pretty Good Position' Now: 'Really On Top Of Their Game'
March 13, 2024
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March 05, 2024
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ChatGPT Now Speaks With New 'Read Aloud' Feature, But Is It Enough? Users Ask 'Where's GPT-4.5 Or GPT-5?'
March 05, 2024
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February 27, 2024
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Elon Musk's xAI Reportedly Raising $6B, Valued At $20B: What Investors Should Know
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Google, Amazon, Microsoft AI Partnerships Face FTC Scrutiny
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TryPromptly's Workshop on AI Enterprise Privacy Draws Over 2,500 Participants
January 06, 2024
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Anthropic Challenges OpenAI With Major Claude Chatbot Update
November 22, 2023
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Cathie Wood's Ark Invest Says Joe Biden's AI Executive Order Likely To Benefit OpenAI, Anthropic: 'Could Disappear If The Administration Changes'
November 07, 2023
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From
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Google's AI Ambitions Grow With Major Investment In OpenAI Rival Anthropic
October 27, 2023
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Universal Music Sues AI Startup Anthropic Over Copyright Infringement
October 19, 2023
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Former FTX Exec Nishad Singh Details Confrontation With Sam Bankman-Fried Over Millions In Spending
October 16, 2023
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Amazon Goes All In For Its AI Creation
September 26, 2023
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How Holding On To Anthropic Stake May Benefit FTX In Bankruptcy
September 25, 2023
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Amazon Invests $4 Billion In ChatGPT Competitor, AI Startup Anthropic
September 25, 2023
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From
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AI At Crossroads As US, UK Leaders Tackle Tech Monopolies, Ethical Dilemmas
September 18, 2023
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Sarah Cardell
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From
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