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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
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contact us
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Fixed Income Portfolio (FIP)
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Back Dated 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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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Event Schedule
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Event Schedule
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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
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Citizens Bank To Pay $9M Penalty For Unlawful Credit Card Servicing
May 23, 2023
Tickers
CFG
Tags
Equities
Market News
General
From
Benzinga
Check Out 3 High-Yielding Dividend Stocks In Financial Sector From Wall Street's Most Accurate Analysts
May 23, 2023
Tickers
CFG
COLB
MC
Tags
Dividends
dividend yield
Price Target
From
Benzinga
Goldman Sachs Maintains Buy Rating for Citizens Financial Group: Here's What You Need To Know
May 19, 2023
Tickers
CFG
Tags
Analyst Ratings
BZI/AAR/UPDATE
Market News
From
Benzinga
US Stocks Poised To Open Higher, With Housing Data, More Retail Earnings In Sight
May 17, 2023
Tickers
CFG
CSCO
HD
JACK
Tags
TJX
TGT
QQQ
From
Benzinga
Analyst Expectations for Citizens Financial Group's Future
May 16, 2023
Tickers
CFG
Tags
BZI/AAR
CFG
Market News
From
Benzinga
Big banks performed well in first quarter despite ‘gut-wrenching volatility’: analyst
May 15, 2023
Tickers
C
CFG
FITB
HBAN
Tags
TFC
PNC
JPM
From
MarketWatch
Profit risks for 10 large regional banks: How a reversal of pandemic deposit trends could cut earnings
May 11, 2023
Tickers
CFG
FITB
HBAN
KEY
Tags
KEY
RF
MTB
From
MarketWatch
Which Super-Regional Bank Had the Best Deposit Base During the First Quarter?
May 06, 2023
Tickers
CFG
FITB
HBAN
KEY
Tags
KEY
RF
MTB
From
Motley Fool
First Horizon, Western Alliance, Bank of America And Wells Fargo Shares Are Selling Off: What's Going On?
May 04, 2023
Tickers
BAC
CFG
FHN
JPM
Tags
RF
News
banks
From
Benzinga
3 Top Bank Stocks to Buy in May
May 04, 2023
Tickers
C
CFG
WFC
Tags
CFG
WFC
C
From
Motley Fool
Why Citizens Financial Group (CFG) Stock Is Falling
May 02, 2023
Tickers
CFG
FRC
Tags
FRC
News
Small Cap
From
Benzinga
PacWest Bancorp, Western Alliance stocks post steep losses in wake of First Republic deal
May 02, 2023
Tickers
BKX
CFG
CUBI
DJIA
Tags
PACW
JPM
KEY
From
MarketWatch
JPMorgan Chase Buys First Republic After FDIC Seizure: Is the Banking Crisis Over?
May 01, 2023
Tickers
BAC
CFG
FRC
JPM
Tags
Recent Press Releases
JPM
PNC
From
Motley Fool
FDIC Works Overtime To Announce A First Republic Takeover By Late Sunday, Reports Say. Rumor Suggests PNC Might Prevail Over Bigger Peers.
April 30, 2023
Tickers
BAC
CFG
FRC
JPM
Tags
CFG
M&A
takeover
From
Benzinga
Citizens Financial Group Significantly Lowers Guidance But Remains Attractive on Valuation
April 28, 2023
Tickers
CFG
Tags
Market News
Recent Press Releases
CFG
From
Motley Fool
Monday Is Your Last Chance To Buy Citizens Financial Group Before The Dividend Payout
April 27, 2023
Tickers
CFG
Tags
Benzinga
Market News
BZI/ExDiv
From
Benzinga
Deposit drops at First Republic and other banks merit a close look for systemic cracks, ex-Fed officials say
April 26, 2023
Tickers
CFG
FRC
TFC
Tags
TFC
CFG
FRC
From
MarketWatch
Insiders Buying Delta Air Lines And 2 Other Stocks
April 25, 2023
Tickers
CFG
DAL
USB
Tags
Benzinga
DAL
Market News
From
Benzinga
10 Financials Stocks Whale Activity In Today's Session
April 21, 2023
Tickers
BX
CFG
GS
HBAN
Tags
Options
Market News
GS
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For April 20, 2023
April 20, 2023
Tickers
ACHC
ACRV
AGYS
BBWI
Tags
CUZ
BBWI
ERF
From
Benzinga
Citizens Financial Q1 Highlights: Earnings Miss, NII Up 43% Y/Y, Provision For Credit Losses $168M
April 19, 2023
Tickers
CFG
Tags
Benzinga
Earnings
Briefs
From
Benzinga
Western Alliance Bancorporation, Intuitive Surgical And Other Big Stocks Moving Higher In Wednesday's Pre-Market Session
April 19, 2023
Tickers
CFG
EDU
ISRG
LEGN
Tags
Penny Stocks
VERB
Pre/Market Outlook
From
Benzinga
What Should Investors Watch in Regional Bank Earnings?
April 19, 2023
Tickers
ALLY
CFG
CMA
COF
Tags
COF
RF
KEY
From
Motley Fool
Earnings Outlook For Citizens Financial Group
April 18, 2023
Tickers
CFG
Tags
Earnings
CFG
Benzinga
From
Benzinga
10 dividend stocks yielding at least 4.5% that are rated ‘buy’ by most analysts
April 17, 2023
Tickers
CFG
CMA
DVN
FITB
Tags
IRM
HAS
PXD
From
MarketWatch
What 5 Analyst Ratings Have To Say About Citizens Financial Group
April 10, 2023
Tickers
CFG
Tags
BZI/AAR
CFG
Market News
From
Benzinga
Loan growth, lower margins cloud the skies over big banks: analyst
April 10, 2023
Tickers
BAC
BKX
C
CFG
Tags
CFG
C
FITB
From
MarketWatch
These 7 tables show just how bad this ‘crisis quarter’ could be for earnings of the 20 largest banks
April 10, 2023
Tickers
ALLY
AXP
BAC
BK
Tags
WFC
PNC
ALLY
From
MarketWatch
A Bearish Sign Appears On Citizens Financial Group's Chart
April 05, 2023
Tickers
CFG
Tags
Market News
Movers
Markets
From
Benzinga
Butterfly Network, APE Preferred Shares And Other Big Stocks Moving Higher In Tuesday's Pre-Market Session
April 04, 2023
Tickers
APE
ATAI
BFLY
CFG
Tags
ETSY
Trading Ideas
Markets
From
Benzinga
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