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Own Your Practice
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Fixed Income Portfolio (FIP)
FIP Program
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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
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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Total Asset Fund (TAF)
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Investing During Uncertain Times
Read FULL Seminar Here
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Bitcoin touches record, ether almost makes new high before rolling over
August 14, 2025
Tickers
BITCOMP
USD-BITSTAMP
Tags
Breaking News: Investing
Technology
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From
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August 14, 2025
Tickers
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USD-BITSTAMP
Tags
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August 14, 2025
Tickers
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USD-BITSTAMP
Tags
BITCOMP
bitcoin
Market News
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August 14, 2025
Tickers
BITCOMP
BLSH
USD-BITSTAMP
Tags
bitcoin
From
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DDC Enterprise Expands Bitcoin Treasury with Additional 120 BTC, Total Holdings Reach 488 BTC
August 14, 2025
Tickers
BITCOMP
DDC
USD-BITSTAMP
Tags
bitcoin
From
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Chamath Palihapitiya Once Disclosed He Was A Warren Buffett Disciple, But Disagreed With The Investing Legend's 'Wrong, Outdated' Views On Bitcoin
August 14, 2025
Tickers
BITCOMP
MSTR
NEWS
USD-BITSTAMP
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Warren Buffett
News
Market News
From
Benzinga
Bitcoin, Ethereum At Historic Highs But Could Go Higher, Bitwise's Matt Hougan Predicts
August 14, 2025
Tickers
BITCOMP
NEWS
USD-BITSTAMP
Tags
$BTC
Cryptocurrency
Top Stories
From
Benzinga
Bitcoin Set A New All-Time High. Oil Prices Fell To A 2-Month Low
August 14, 2025
Tickers
BITCOMP
DAX
OIL
SPY
Tags
BITCOMP
Commodities
Stocks / Equities
From
TalkMarkets
Bitcoin Taps $124,000 Overnight But This Solana Setup Is The Real Story
August 14, 2025
Tickers
BITCOMP
NEWS
USD-BITSTAMP
Tags
News
Market News
bitcoin
From
Benzinga
Tyche Holdings Inc. Completes Acquisition of Bitcoin DEX TYCHE
August 14, 2025
Tickers
BITCOMP
USD-BITSTAMP
Tags
bitcoin
From
Press Release Distribution Service
Should Bitcoin Be in Your 401(k)? President Trump Is About to Make It a Possibility.
August 14, 2025
Tickers
BITCOMP
BLK
BRPHF
BTC
Tags
BLK
BTC
Recent Press Releases
From
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Bitcoin's Price Hits $120,000 as President Trump Signs an Executive Order to Allow Crypto in 401(k)s
August 14, 2025
Tickers
BITCOMP
BLK
BTC
USD-BITSTAMP
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BLK
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XRP vs. Bitcoin: Which Is the Better Buy in August?
August 14, 2025
Tickers
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USD-BITSTAMP
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Tags
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From
Motley Fool
Cardano Pops Over 17% And Leaves Bitcoin, Ethereum Trailing Amid Grayscale ETF Filing Euphoria
August 14, 2025
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BITCOMP
MSTR
USD-BITSTAMP
Tags
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From
Benzinga
Nakiki SE Advances Bitcoin Treasury Strategy: Andreas Heine Appointed as Advisor for U.S. Expansion
August 14, 2025
Tickers
BITCOMP
USD-BITSTAMP
Tags
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From
ACCESSWIRE
Bitcoin Hits All-Time High; Ethereum, Dogecoin Spike: Analyst Says 'Parabolic Phase' Imminent For BTC
August 13, 2025
Tickers
BITCOMP
BTC
NEWS
USD-BITSTAMP
Tags
Benzinga
$ETH
$BTC
From
Benzinga
Bitcoin Sets New All-Time High At $124,000 As Record-Breaking Surge Continues
August 13, 2025
Tickers
BITCOMP
NEWS
USD-BITSTAMP
Tags
Movers
Markets
Benzinga
From
Benzinga
Bitcoin, Ethereum, XRP, Dogecoin Move Higher As Traders Await Further Inflation Data On Thursday
August 13, 2025
Tickers
BITCOMP
NEWS
USD-BITSTAMP
Tags
News
Market News
$SOL
From
Benzinga
Solana Soars 18% In 1 Week: Can It Outperform Bitcoin, Ethereum?
August 13, 2025
Tickers
BITCOMP
NEWS
USD-BITSTAMP
Tags
$BTC
Cryptocurrency
Benzinga
From
Benzinga
Crypto exchange Bullish more than doubles in NYSE debut after pricing IPO above expected range
August 13, 2025
Tags
Ethereum
Cryptocurrency exchanges
Investment strategy
From
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XRP Up 8% In 1 Week But Underperforms Bitcoin, ETH: What Is Going On?
August 13, 2025
Tickers
BITCOMP
NEWS
USD-BITSTAMP
Tags
Benzinga
$ETH
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From
Benzinga
Bitcoin Touches $122,00 As Total Crypto Market Cap Nears $4.2 Trillion
August 13, 2025
Tickers
BITCOMP
BMNR
NEWS
SBET
Tags
Cryptocurrency
$SOL
Market News
From
Benzinga
Recent Filing Shows That Rep. Brandon Gill Bought Over $50K Worth of iShares Bitcoin Trust Stock
August 13, 2025
Tickers
BITCOMP
IBIT
NEWS
USD-BITSTAMP
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Government
General
IBIT
From
Benzinga
Cryptocurrencies: Bitcoin Hits Record High as Ether Nears Its Own
August 13, 2025
Tickers
ARK
ARKB
BITB
BITCOMP
Tags
ezet
jennifer nash
jen nash
From
ETF Trends
Cryptocurrencies: Bitcoin Hits Record High as Ether Nears Its Own
August 13, 2025
Tickers
ARKB
BITCOMP
BRRR
ETHW
Tags
bitcoin
From
ETFdb
Metaplanet Reports Earnings, Holds 18,113 BTC As Largest Bitcoin Treasury Company In Asia
August 13, 2025
Tickers
BITCOMP
MARA
MSTR
MTPLF
Tags
MSTR
MTPLF
MARA
From
Benzinga
BTC Miner: Use XRP to Start a Bitcoin Miner and Earn Up to $10,000 a Day
August 13, 2025
Tickers
BITCOMP
USD-BITSTAMP
Tags
bitcoin
From
Press Release Distribution Service
Metavesco Increases Bitcoin and Ethereum Exposure
August 13, 2025
Tickers
BITCOMP
MVCO
USD-BITSTAMP
Tags
bitcoin
From
NewMediaWire
SOLOWIN to Jointly Launch US$100M Bitcoin Quantitative Fund with Antalpha
August 13, 2025
Tickers
BITCOMP
SWIN
USD-BITSTAMP
Tags
bitcoin
From
GlobeNewswire News Releases
Bitcoin Cracks $120,000, Ethereum Taps $4,700 As Solana Surges Past $200
August 13, 2025
Tickers
BITCOMP
NEWS
USD-BITSTAMP
Tags
$XRP
$SOL
Cryptocurrency
From
Benzinga
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