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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)
TAM sm Program
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Sample Portfolio
Back Dated Performance Reports
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Back Dated Performance Reports
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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
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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
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The Steep Drop In Clover Health Stock Sets up an Entry Opportunity
December 29, 2021
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CLOV
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Clover Health Is Not the $2 Billion Stock to Buy for 2022
December 24, 2021
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December 23, 2021
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3 Sleeper Stocks to Buy Now Before 2022 Rolls In
December 23, 2021
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7 Meme Stocks to Sell Before They Lose Momentum
December 17, 2021
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Top 10 Meme Stocks of 2021 and How They’ll Fare in 2022
December 16, 2021
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Clover Health: 3 Key Factors That Are Worrisome and 1 That Brings Hope
December 15, 2021
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CLOV
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This Buzzed-About Meme Stock Is a No-Brainer Buy at $10
December 13, 2021
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Why Meme Stocks Like AMC and GameStop Are Crashing Today
December 13, 2021
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This ETF Brings Exposure To Meme Stocks: A Look At The Holdings
December 10, 2021
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BETZ
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December 09, 2021
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CLOV
OSCR
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7 Tempting Stocks to Avoid Until These Key Issues Get Ironed Out
December 09, 2021
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CCL
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As Clover Health Stock Gets Diluted, Stockholders Are Giving Up
December 09, 2021
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Clover Health Is Now a Penny Stock, Denoting Its Serious Decline
December 08, 2021
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CLOV
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MEME ETF: The Top 10 Holdings of the New Roundhill Fund for Meme Stock Investors
December 08, 2021
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Is It Time to Buy the Nasdaq's 11 Worst-Performing Stocks of 2021?
December 08, 2021
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Clover Health Appeals to Its Base, But Profits Are in the Distant Future
December 07, 2021
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Don’t Count on a Short Squeeze to Save Vinco Ventures Stock
December 07, 2021
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2 Big Stock Bets That Are Insiders Are Buying Now
December 06, 2021
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CNTA
ECOR
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With Hope and Hype Gone, Clover Health Will Now Remain a Penny Stock
December 06, 2021
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Why Clover Health Tanked 33.9% in November
December 03, 2021
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CLOV
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If November Is Any Indication, Clover Health Is on Life Support
December 02, 2021
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CLOV
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The Engine Boosting Clover Health Stock is a CTO Working to Disrupt Medicare
December 02, 2021
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The Clover Health Dilemma: Is it a Good Buy or Goodbye?
December 01, 2021
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7 Penny Stocks with 10x Potential in 2022
December 01, 2021
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BBGI
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Is Clover Health Stock a Buy?
November 30, 2021
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CLOV
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CLOV
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Motley Fool
Clover Health Is Expanding, But Its Path to Profitability Is Unclear
November 29, 2021
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CLOV
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CLOV
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3 Beaten-Down Insurtech Stocks That Could Bounce Back in 2022
November 21, 2021
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CLOV
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CLOV
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TUSK Stock: The EV Charging Station Deal That Has Mammoth Energy Stampeding Higher Today
November 19, 2021
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CLOV
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CLOV
From
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CLOV Stock: The Chamath Palihapitiya Tweet Giving Clover Health a Lift Today
November 19, 2021
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ASTR
CLOV
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