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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
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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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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Quarterly Performance Reports
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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
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
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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
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Novavax Faces Setback, European Authority Delays Decision On Variant-Tailored COVID-19 Vaccine
October 16, 2023
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NVAX
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Pfizer Cuts Annual Revenue Guidance By $9B Amid COVID-19 Vaccine Sales Slump, BioNTech Warns €900M Write-Offs
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Pfizer shares fall on guidance cut, weighing on BioNTech and Moderna stocks, and other shares on the move
October 16, 2023
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Pfizer’s stock sinks after company cuts outlook on lower demand for COVID treatments
October 13, 2023
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Price Over Earnings Overview: BioNTech
October 13, 2023
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A Look Into BioNTech Inc's Price Over Earnings
October 12, 2023
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The COVID Vaccine Market Is Changing Dramatically. Do Vaccine Stocks Still Make Good Investments?
October 11, 2023
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7 Innovator Stocks Primed for Exceptional Growth
October 10, 2023
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October 09, 2023
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Small Biotech Promosome Drops Lawsuit Against Pfizer, BioNTech in COVID-19 Vaccine Patent Dispute
October 05, 2023
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Comparative Study: BioNTech And Industry Competitors In Biotechnology Industry
October 05, 2023
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Why Novavax Stock Fell Today
October 04, 2023
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Moderna reports positive results for combination flu and COVID vaccine
October 04, 2023
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Cancer Drug Maker 3D Medicines Inc. Trading Higher After Company Announces It Will Repurchase Up To 10% Of Outstanding Shares
October 04, 2023
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Short Sellers Are Betting Against Novavax (NVAX) Stock
October 04, 2023
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Novavax updated COVID vaccine gets FDA approval
October 03, 2023
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Novavax Stock Soars On FDA Clearance For Updated Covid-19 Shot: What's Going On?
October 03, 2023
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Nobel Prize Honors Scientists Behind mRNA Vaccines Against Covid-19
October 02, 2023
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October 01, 2023
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Why Pfizer and BioNTech Stocks Zoomed Higher Today
September 29, 2023
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Why CureVac Stock Plunged Today
September 29, 2023
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Biden's Urgent Action Against Antibiotic-Resistant Bacteria - Allocates $100M to Battle Deadly Superbugs
September 27, 2023
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AMD
AZN
BNTX
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DNA Stock Alert: Ginkgo Bioworks Announces Major Partnership With Pfizer
September 27, 2023
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DNA
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NYSE:DNA,NYSE:PFE,NASDAQ:BNTX,NASDAQ:MRNA
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Updated Covid Vaccine US Rollout Hit by Insurance Coverage Delays - What It Means?
September 20, 2023
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CVS
ELV
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Tags
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From
Benzinga
With New COVID-19 Boosters in Tow, Which Is the Better Buy: Pfizer, BioNtech, or Moderna Stock?
September 20, 2023
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BNTX
MRNA
PFE
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10 Health Care Stocks Whale Activity In Today's Session
September 18, 2023
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ABBV
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IMVT
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Market News
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