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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
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Own Your Practice
Letter to Clients
member log-in
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
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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
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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
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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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
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Where Box Stands With Analysts
October 12, 2023
Tickers
BOX
Tags
BOX
BZI/AAR
Analyst Ratings
From
Benzinga
7 Tech Stocks to Buy as They Near 52-Week Lows
September 25, 2023
Tickers
BMBL
BOX
CNXC
NOVA
Tags
Market News
Stocks to Buy
NOVA
From
InvestorPlace
Grab These 7 Winning Tech Stocks on Sale Now
September 20, 2023
Tickers
BOX
GEN
GPRO
NTES
Tags
GEN
BOX
NASDAQ:GEN,NASDAQ:ZBRA,NASDAQ:NTES,NYSE:TME,NYSE:BOX,NASDAQ:GPRO,NASDAQ:SKYT
From
InvestorPlace
3 Smart Stocks to Buy Now to Take Advantage of Short-Term Weakness
September 06, 2023
Tickers
BOX
EVA
OLN
Tags
EVA
NYSE:BOX,NYSE:OLN,NYSE:EVA
OLN
From
InvestorPlace
Why Box Stock Dropped This Week
September 01, 2023
Tickers
BOX
Tags
BOX
Market News
Recent Press Releases
From
Motley Fool
12 Information Technology Stocks Moving In Wednesday's Intraday Session
August 30, 2023
Tickers
AGIL
AIXI
ALAR
AMBA
Tags
AUID
TIO
AIXI
From
Benzinga
Why REX American Resources Are Trading Lower By 9%? Here Are Other Stocks Moving In Wednesday's Mid-Day Session
August 30, 2023
Tickers
ADTX
AEHL
AEON
AGIL
Tags
News
BOX
AEHL
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For August 30, 2023
August 30, 2023
Tickers
ABCM
ALGN
AMBA
ATAT
Tags
THRN
HTGC
BOX
From
Benzinga
Here's Why Box Stock Got Knocked Down Today
August 30, 2023
Tickers
BOX
Tags
BOX
Recent Press Releases
Market News
From
Motley Fool
Domino's Pizza To Rally Over 19%? Here Are 10 Other Analyst Forecasts For Wednesday
August 30, 2023
Tickers
AMBA
BBY
BIG
BOX
Tags
AMBA
Trading Ideas
Price Target
From
Benzinga
12 Information Technology Stocks Moving In Wednesday's Pre-Market Session
August 30, 2023
Tickers
AGIL
AMBA
BBAI
BOX
Tags
BZI/TFM
Benzinga
MVLA
From
Benzinga
Box Shares Are Falling Wednesday: Here's Why
August 30, 2023
Tickers
BOX
Tags
Movers
Market News
BOX
From
Benzinga
US Stock Rally Could Cool As Focus Shifts To Q2 GDP, Private Jobs Data: Why This Analyst Says September Won't See Late-Summer's Weakness
August 30, 2023
Tickers
AMBA
BOX
CHWY
COO
Tags
CQQQ
SPY
QQQ
From
Benzinga
Hedge funds have made a huge push into risky assets. Here’s what that means.
August 30, 2023
Tickers
AAPL
AMBA
AMC
BOX
Tags
NVDA
HPE
MULN
From
MarketWatch
Box, Ambarella, HP And Other Big Stocks Moving Lower In Wednesday's Pre-Market Session
August 30, 2023
Tickers
AMBA
BOX
EGY
HPQ
Tags
ZTO
SBSW
Benzinga
From
Benzinga
HP stock slumps on cautious outlook, VinFast shares on the move again and other stocks in the spotlight
August 30, 2023
Tickers
AMBA
BOX
HPE
HPQ
Tags
HPE
BOX
HPQ
From
MarketWatch
12 Information Technology Stocks Moving In Tuesday's After-Market Session
August 29, 2023
Tickers
AGIL
AMBA
BOX
BTOG
Tags
AGIL
BOX
SMX
From
Benzinga
Box Stock Tumbles On Q2 Earnings: What's Driving The Action After Hours?
August 29, 2023
Tickers
BOX
Tags
After/Hours Center
why it's moving
Benzinga
From
Benzinga
Box’s stock is falling on light guidance
August 29, 2023
Tickers
BOX
CSCO
NVDA
SPX
Tags
CSCO
SPX
BOX
From
MarketWatch
Nasdaq, S&P 500 Futures Flatline Ahead Of JOLTS, House Price Data; Why This Analyst Recommends 'Buying Weakness Than Selling Rallies'
August 29, 2023
Tickers
AMBA
AMGN
BABA
BBY
Tags
Movers
XPEV
HPQ
From
Benzinga
Earnings Preview: Box
August 28, 2023
Tickers
BOX
Tags
BOX
Earnings
BZI/EP
From
Benzinga
3 Stocks to Bet On for Their Top-Ranked Workplaces
August 24, 2023
Tickers
BOX
JEF
MA
MTNOY
Tags
MTNOY
JEF
NYSE:JEF,NASDAQ:NVDA,NYSE:BOX,NYSE:MA,NYSE:V,OTCMKTS:MTNOY
From
InvestorPlace
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