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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)
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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TAM sm Program
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Sample Portfolio
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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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
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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
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Latest News about CN:SHCOMP
Recent news which mentions CN:SHCOMP
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U.S. stock futures bounce higher after rough stretch for equities
March 14, 2022
Tickers
COMP
DJIA
SPX
Tags
NQ00
DJIA
ES00
From
MarketWatch
U.S. stock futures edge higher as investors mull impact of sanctions on Russia
February 23, 2022
Tickers
COMP
EBAY
HTZ
LOW
Tags
CN:SHCOMP
HK:HSI
YM00
From
MarketWatch
U.S. stock futures mostly lower as investors wait for consumer price index report
February 10, 2022
Tickers
COMP
DIS
KO
PEP
Tags
BX:TMUBMUSD10Y
GC00
COMP
From
MarketWatch
Wall Street heads for more gains as bond selloff takes a breather, with more earnings on the way
February 09, 2022
Tickers
CMG
COMP
CVS
DIS
Tags
MGM
BTCUSD
MNDT
From
MarketWatch
Crypto is like hydrogen, this JPMorgan strategist says, with valuations in both ahead of reality
February 07, 2022
Tickers
AAPL
AMC
AMZN
BABA
Tags
NVDA
CL00
YM00
From
MarketWatch
This investing legend has been predicting surprises for the last 37 years. Here’s how he did last year — and what he’s predicting now
January 04, 2022
Tickers
DWAC
FB
GOOGL
JETS
Tags
DWAC
CN:SHCOMP
BX:TMUBMUSD10Y
From
MarketWatch
January will be a huge month for these hard-hit stocks. Why now’s the time to load up on riskier names, says JPMorgan.
December 27, 2021
Tickers
AAL
AAPL
AMC
CCL
Tags
SPX
SONY
M
From
MarketWatch
Stock futures point higher, but travel stocks pressured after weekend of COVID holiday disruptions
December 27, 2021
Tickers
AAL
CCL
COMP
DAL
Tags
CN:SHCOMP
YM00
CCL
From
MarketWatch
S&P 500 hints at a run toward all-time highs as futures rise in final session before Christmas
December 23, 2021
Tickers
AZN
COMP
SPX
Tags
SPX
BTCUSD
COMP
From
MarketWatch
December set to start with gains, as Dow futures jump 300 points after selloff
December 01, 2021
Tickers
COMP
MRNA
SPX
Tags
RUT
UK:BRN00
GC00
From
MarketWatch
U.S. stocks futures rise as historical bullish pre-Thanksgiving week trading begins
November 22, 2021
Tickers
COMP
ERIC
FB
SPX
Tags
VG
SE:ERIC/B
UK:UKX
From
MarketWatch
U.S. stock futures largely tread water, but Nasdaq poised for more gains
November 17, 2021
Tickers
COMP
LOW
SPX
TGT
Tags
BX:TMUBMUSD10Y
UK:BRN00
DJIA
From
MarketWatch
Stock futures point to sharp losses for tech after disappointing Amazon and Apple results
October 29, 2021
Tickers
AAPL
AMZN
CL
COMP
Tags
AMZN
SPX
COMP
From
MarketWatch
China’s financial system near ‘peak stress,’ but spillovers yet to come: analysts
October 15, 2021
Tickers
SPX
Tags
HK:708
DJIA
XX:000300
From
MarketWatch
Stock futures rise following S&P 500’s best day since March as retail sales report looms
October 15, 2021
Tickers
AA
BAC
C
CMG
Tags
BAC
NQ00
JP:NIK
From
MarketWatch
U.S. stock futures struggle as options expiries loom and S&P 500 fights to hold on to a weekly gain
September 17, 2021
Tickers
COMP
IVZ
MRNA
PFE
Tags
NQ00
JP:NIK
ES00
From
MarketWatch
U.S. stock futures edge higher ahead of inflation data that could show core measure of prices cooling
September 14, 2021
Tickers
AAPL
COMP
ORCL
SPX
Tags
DJIA
ORCL
HK:3333
From
MarketWatch
Dow, S&P 500 set to break string of losses with producer prices on deck
September 10, 2021
Tickers
COMP
SPX
Tags
ES00
DXY
NQ00
From
MarketWatch
George Soros criticizes BlackRock for a second time on China
September 07, 2021
Tickers
BLK
BX
GS
Tags
GS
BLK
HK:HSI
From
MarketWatch
Is the U.S. stock market open on Labor Day?
September 03, 2021
Tickers
COMP
ICE
NDAQ
SPX
Tags
ICE
UK:UKX
COMP
From
MarketWatch
Wall Street poised for more record highs, as key jobs report looms
September 03, 2021
Tickers
COMP
SPX
Tags
SP 500 FUTURES
UK:UKX
DX:DAX
From
MarketWatch
U.S. futures inch higher ahead of jobless claims, as Friday’s headline jobs report remains center of attention
September 02, 2021
Tickers
AEO
AVGO
BABA
COMP
Tags
UK:UKX
DX:DAX
SP 500 FUTURES
From
MarketWatch
U.S. stocks set to start September strong as manufacturing data comes on the radar
September 01, 2021
Tickers
ASAN
CHPT
COMP
SPX
Tags
CN:SHCOMP
XX:SXXP
HK:HSI
From
MarketWatch
U.S. stock futures point to positive start on Wall Street
August 31, 2021
Tickers
COMP
SPX
Tags
JP:NIK
HK:HSI
XX:SXXP
From
MarketWatch
Dow futures rise ahead of Powell’s speech at Jackson Hole
August 27, 2021
Tickers
COMP
SPX
Tags
FR:PX1
COMP
SPX
From
MarketWatch
U.S. stock futures stall as Asian COVID concerns and slowing German growth weigh on sentiment
August 25, 2021
Tickers
AMC
COMP
GME
SPX
Tags
DX:DAX
UK:UKX
SP 500 FUTURES
From
MarketWatch
Ray Dalio says Chinese stocks still ‘important part’ of a portfolio after crackdown
August 02, 2021
Tickers
BABA
DIDI
Tags
DIDI
BABA
CN:SHCOMP
From
MarketWatch
Dow futures climb nearly 200 points to kick off August trade
August 02, 2021
Tickers
AFTPY
BABA
COMP
MEGGY
Tags
AFTPY
UK:MGGT
BABA
From
MarketWatch
COVID-19 cases may cause an S&P 500 correction, analyst says. Buy these stocks in the next dip.
July 19, 2021
Tickers
AAPL
AMZN
FB
FIVN
Tags
CN:SHCOMP
HK:HSI
XX:SXXP
From
MarketWatch
Apple, Amazon, ARKK, and other big names indicate a market correction is coming, strategist says. Here’s why.
July 15, 2021
Tickers
AAPL
AMZN
ARKK
BLK
Tags
JP:NIK
UK:BRENT CRUDE
HK:HSI
From
MarketWatch
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