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Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
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Fixed Income Portfolio (FIP)
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Back Dated Performance Reports
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Total Asset Market (TAM)
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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
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Back Dated Performance Reports
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EVENTS
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TAF
Event Schedule
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Market Value Securities (MVS sm) Presentation
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Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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Wall Street Favorites: 3 Energy Stocks With Strong Buy Ratings for May 2024
May 15, 2024
Tickers
COP
SHEL
XOM
Tags
NYSE:XOM,NYSE:COP,NYSE:SHEL
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From
InvestorPlace
Warren Buffet’s Blunders: 3 Investments Even the Oracle Regrets
May 14, 2024
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BRK-B
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Tags
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NYSE:DIS,NYSE:IBM,NYSE:COP,NASDAQ:GOOG,NASDAQ:GOOGL,NYSE:BRK/A,NYSE:BRK/B,NASDAQ:PARA,NASDAQ:AAPL
BRK/B
From
InvestorPlace
3 Cheap Energy Stocks to Buy Now: May 2024
May 14, 2024
Tickers
CCJ
COP
LNG
Tags
LNG
CCJ
COP
From
InvestorPlace
Energy’s Geopolitical Jackpot: 7 Stocks to Ride the Tightening Screws
May 13, 2024
Tickers
CCJ
COP
CVX
KMI
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From
InvestorPlace
Seasonal Superstars: 3 Stocks That Thrive Amid Market Lulls
May 10, 2024
Tickers
ADM
COP
DAL
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ADM
NYSE:DAL,NYSE:COP,NYSE:ADM
DAL
From
InvestorPlace
Trump Reportedly Seeks $1B In Campaign Funds From Exxon Mobil, Chevron, Other Big Oil Execs: Expert Calls It 'Shocking' But Perfectly Legal
May 09, 2024
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COP
CVX
EQT
LNG
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From
Benzinga
ConocoPhillips Options Trading: A Deep Dive into Market Sentiment
May 08, 2024
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COP
Tags
Markets
Benzinga
BZI/UOA
From
Benzinga
Peloton Needs a Wizard
May 08, 2024
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AXP
BAC
BCS
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From
Motley Fool
Unpacking the Latest Options Trading Trends in ConocoPhillips
May 03, 2024
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COP
Tags
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Benzinga
BZI/UOA
From
Benzinga
Stock Market Crash Alert: 3 Must-Buy Oil & Gas Stocks When Prices Plunge
May 03, 2024
Tickers
COP
FANG
SHEL
Tags
NYSE:COP,NASDAQ:FANG,NYSE:SHEL
SHEL
COP
From
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ConocoPhillips (COP) Q1 2024 Earnings Call Transcript
May 02, 2024
Tickers
COP
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Market News
COP
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From
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Wall Street Inches Up After Powell's Inflation Remarks; Chipmakers Rebound; Gold, Crude Falter: What's Driving Markets Thursday?
May 02, 2024
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From
Benzinga
Dow Surges Over 100 Points; ConocoPhillips Earnings Miss Views
May 02, 2024
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CVNA
EBS
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ConocoPhillips Falls Short: Q1 Revenue & Earnings Miss Estimates
May 02, 2024
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XLE
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IEO
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From
Benzinga
COP Stock Earnings: ConocoPhillips Misses EPS, Misses Revenue for Q1 2024
May 02, 2024
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COP
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InvestorPlace
Nasdaq, S&P 500 Futures Rise Ahead Of Apple Earnings: Why This Analyst Thinks 'No Cut' Scenario May Not Be Negative For Market
May 02, 2024
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Investor Optimism Improves Slightly Following Fed Decision
May 02, 2024
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Apple, Kellanova And 3 Stocks To Watch Heading Into Thursday
May 02, 2024
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AAPL
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K
MT
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MT
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Benzinga
ConocoPhillips Likely To Report Lower Q1 Earnings; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts
May 02, 2024
Tickers
COP
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Tags
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Decoding 12 Analyst Evaluations For ConocoPhillips
April 29, 2024
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3 Dividend Stocks to Buy on the Dip: April 2024
April 29, 2024
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Will Earnings Cheer Continue To Buoy Markets? Apple, Amazon, Pfizer, Coinbase Lead Flurry Of Q1 Reports This Week
April 29, 2024
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ABBV
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This Is the Only FAANG Stock Lawmakers on Capitol Hill Were Net Buyers of Last Year
April 27, 2024
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AAPL
AMZN
COP
GOOG
Tags
NFLX
AAPL
COP
From
Motley Fool
The Top 7 Oil & Gas Stocks to Buy in April 2024
April 27, 2024
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APA
COP
CVX
EQT
Tags
CVX
NASDAQ:FANG,NYSE:SHEL,NYSE:COP,NYSEAMERICAN:LNG,NASDAQ:APA,NYSE:EQT,NYSE:CVX
LNG
From
InvestorPlace
US Energy Stocks Fall Following Oil Giants' Subdued Earnings Reports
April 26, 2024
Tickers
COP
CVX
EOG
HES
Tags
MPC
SLB
HES
From
Benzinga
If You Invested $1000 In This Stock 5 Years Ago, You Would Have $2,100 Today
April 26, 2024
Tickers
COP
NEWS
Tags
BZI/POD
Trading Ideas
News
From
Benzinga
Black Gold Rush: 7 Oil Stocks Poised to Surge on Geopolitical Shockwaves
April 26, 2024
Tickers
COP
DINO
ENB
KMI
Tags
MUSA
ENB
KMI
From
InvestorPlace
$1000 Invested In ConocoPhillips 5 Years Ago Would Be Worth This Much Today
April 22, 2024
Tickers
COP
NEWS
Tags
COP
Benzinga
Market News
From
Benzinga
Buying the Dip in These 3 Undervalued Dividend Stocks
April 22, 2024
Tickers
ABBV
COP
MCD
Tags
Market News
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ABBV
From
Motley Fool
Alphabet To Rally Around 14%? Here Are 10 Top Analyst Forecasts For Monday
April 22, 2024
Tickers
AA
ACCD
BYND
COP
Tags
analyst forecasts
Market News
PT Changes
From
Benzinga
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