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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
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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
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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TAF
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Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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This Top Oil Stock Plans to Send Investors $10 Billion in Cash in 2025
February 07, 2025
Tickers
COP
Tags
Recent Press Releases
COP
Market News
From
Motley Fool
ConocoPhillips (COP) Q4 2024 Earnings Call Transcript
February 06, 2025
Tickers
COP
Tags
Market News
Recent Press Releases
COP
From
Motley Fool
Stocks Edge Higher, Bank Giants Rally, Palantir Skyrockets: What's Driving Markets Thursday?
February 06, 2025
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AFRM
ALGN
ALL
Tags
ALGN
YUM
XLRE
From
Benzinga
ConocoPhillips' 2025 Outlook Holds Steady Despite Production Headwinds: JP Morgan
February 06, 2025
Tickers
COP
IEO
NEWS
OILT
Tags
IEO
Stories That Matter
OILT
From
Benzinga
ConocoPhillips' 14.8% Production Boost
February 06, 2025
Tickers
COP
Tags
Market News
COP
Recent Press Releases
From
Motley Fool
ConocoPhillips Beats Q4 Revenue And EPS Estimates, Sets $10B Return of Capital Target
February 06, 2025
Tickers
COP
IEO
NEWS
OILT
Tags
Briefs
News
Top Stories
From
Benzinga
Earnings Scheduled For February 6, 2025
February 06, 2025
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AAMI
AB
AFRM
AGCO
Tags
BYD
NSIT
BDC
From
Benzinga
Trump Prepares Maximum Pressure On Iran: Oil Jumps Above $73, Energy Stocks Rally
February 04, 2025
Tickers
COP
CVX
ECON
OIL
Tags
Macro Economic Events
Politics
Benzinga
From
Benzinga
China Strikes Back: New Tariffs Up To 15% On Certain US Imports In Retaliation For Trump's 10% Levy On Chinese Goods
February 04, 2025
Tickers
COP
CVX
F
GM
Tags
Macro Economic Events
CVX
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From
Benzinga
Better Artificial Intelligence Stock: SoundHound AI vs. Palantir Technologies
February 03, 2025
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C
COP
PFE
PLTR
Tags
PLTR
COP
Market News
From
Motley Fool
P/E Ratio Insights for ConocoPhillips
January 28, 2025
Tickers
COP
NEWS
Tags
News
COP
Market News
From
Benzinga
If You Could Buy Only 1 Oil Stock in 2025, These Are Some Top Stocks to Consider
January 26, 2025
Tickers
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CVX
OXY
Tags
Market News
COP
Recent Press Releases
From
Motley Fool
Should You Buy ConocoPhillips Stock With Oil Prices Below $80 a Barrel?
January 25, 2025
Tickers
COP
Tags
Recent Press Releases
COP
Market News
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Are ExxonMobil and Chevron the Best High-Yield Energy Stocks to Buy Now That Oil Just Topped $80 per Barrel?
January 22, 2025
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CVX
DVN
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Tags
XOM
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From
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If You Bought 1 Share of ConocoPhillips at Its IPO, Here's How Many Shares You Would Own Now
January 16, 2025
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Defense Stocks Fall On Gaza Ceasefire While Broader Market Rallies: What's Going On?
January 15, 2025
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Lululemon To Rally Around 12%? Here Are 10 Top Analyst Forecasts For Tuesday
January 14, 2025
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Tesla To Rally Around 9%? Here Are 10 Top Analyst Forecasts For Monday
January 13, 2025
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Which Vanguard ETF Is Most Likely to Soar During Trump's First Year Back in Office?
January 13, 2025
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All It Takes Is $1,000 Invested in Each of These 3 High-Yield Dividend Stocks to Generate $112 in Passive Income in 2025
January 11, 2025
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PSX
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^GSPC
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Oil Stocks Rally On Anticipation Of Stricter Russian Sanctions: Here's How ETFs Are Reacting
January 10, 2025
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COP
CVX
DBO
OXY
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USL
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Dollar Soars To 27-Month Highs, 30-Year Yields Hit 5%, Stocks Tumble As Jobs Report, Oil Spike Darken Fed's Interest Rate Cut Hopes
January 10, 2025
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AIG
AMD
COP
CVX
Tags
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From
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My 2 Top Oil Stocks to Buy in 2025
January 08, 2025
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Tags
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3 Smart Oil Stocks to Buy in 2025
January 07, 2025
Tickers
COP
CVX
DVN
Tags
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COP
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Peering Into ConocoPhillips's Recent Short Interest
December 24, 2024
Tickers
COP
Tags
Market News
BZI/SHORTHIST
COP
From
Benzinga
Check Out What Whales Are Doing With COP
December 19, 2024
Tickers
COP
Tags
Options
Market News
COP
From
Benzinga
Why ConocoPhillips (COP) Shares Are Moving
December 17, 2024
Tickers
COP
NEWS
Tags
Market News
why it's moving
Benzinga
From
Benzinga
This Magnificent Energy Stock Has Returned $43 Billion in Cash to Investors Since 2012 (and There's Plenty More to Come in 2025 and Beyond)
December 17, 2024
Tickers
COP
PSX
XOM
Tags
XOM
PSX
Market News
From
Motley Fool
This ConocoPhillips Analyst Turns Bullish; Here Are Top 5 Upgrades For Monday
December 16, 2024
Tickers
AME
COP
EFX
M
Tags
EFX
Trading Ideas
Markets
From
Benzinga
Market Whales and Their Recent Bets on COP Options
December 13, 2024
Tickers
COP
Tags
Market News
Options
COP
From
Benzinga
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