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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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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
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
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Event Schedule
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Event Schedule
Total Asset Market (TAM sm) Presentation
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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US Stocks Tumble On Economic, Geopolitical Concerns; Small Caps, Chipmakers Sink; Meta Rallies: What's Driving Markets Thursday?
August 01, 2024
Tickers
AAPL
AIG
AMZN
ARM
Tags
BZH
BUD
DKNG
From
Benzinga
Mixed Bag For ConocoPhillips: Q3 Production Gains Amidst Earnings Pressure
August 01, 2024
Tickers
COP
IEO
NEWS
OIL
Tags
IEO
COP
Dividends
From
Benzinga
Wall Street Looks To Ride On Earnings Cheer As Meta Q2 Impresses Investors: Analyst Says Economic Data, Stock Performances Suggest Republican Win In November
August 01, 2024
Tickers
AAPL
AMZN
ARM
BBAI
Tags
SIRI
COIN
Jeffrey Roach
From
Benzinga
ConocoPhillips Likely To Report Higher Q2 Earnings; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts
August 01, 2024
Tickers
COP
MRO
NEWS
Tags
MRO
Trading Ideas
Earnings
From
Benzinga
3 Attractive Oil Stocks to Buy This Month
July 31, 2024
Tickers
COP
CVX
HES
MRO
Tags
COP
MRO
NYSE:CVX,NYSE:XOM,NYSE:COP,NYSE:HES,NYSE:MRO
From
InvestorPlace
$1000 Invested In ConocoPhillips 5 Years Ago Would Be Worth This Much Today
July 31, 2024
Tickers
COP
NEWS
Tags
Market News
News
COP
From
Benzinga
Tensions Rise In Venezuela As Opposition Disputes Election Results: Impact On Oil ETFs
July 30, 2024
Tickers
COP
CVX
EOG
IYE
Tags
ETFs
Top Stories
CVX
From
Benzinga
Trump Accuses OPEC Of Manipulating Oil Prices To Favor Kamala Harris, Warns 'She Will Be A Disaster For The USA!'
July 30, 2024
Tickers
COP
CVX
EOG
IYE
Tags
benzinga neuro
News
Market News
From
Benzinga
ConocoPhillips's Options: A Look at What the Big Money is Thinking
July 29, 2024
Tickers
COP
Tags
Market News
BZI/UOA
Benzinga
From
Benzinga
7 Oil Stocks to Buy as the Political Paradigm Shifts
July 29, 2024
Tickers
COP
EOG
KMI
MPC
Tags
SLB
KMI
COP
From
InvestorPlace
Apple, Amazon, Microsoft, Meta Lead The Charge As Investors Bank On Tech Cheer For Rally's Reacceleration: Week Ahead In Earnings
July 29, 2024
Tickers
AAPL
ADM
AEP
AIG
Tags
MBLY
CHRW
MAR
From
Benzinga
3 Underrated High-Yield Dividend Stocks to Buy Now and Hold Forever
July 29, 2024
Tickers
BKH
COP
CWEN
NEE
Tags
CWEN
Market News
PSX
From
Motley Fool
Big Oil Bets: 3 Oil and Gas Stocks Likely to Gush if Republicans Win
July 28, 2024
Tickers
COP
CVX
HES
MRO
Tags
NYSE:XOM,NYSE:CVX,NYSE:COP,NYSE:MRO,NYSE:HES,NYSE:SRE
SRE
CVX
From
InvestorPlace
(COP) - Analyzing ConocoPhillips's Short Interest
July 25, 2024
Tickers
COP
Tags
Trading Ideas
Short Sellers
COP
From
Benzinga
7 Oil Stocks to Buy as Political Forces Collide
July 23, 2024
Tickers
COP
CVE
DINO
KMI
Tags
Market News
DINO
NYSE:TTE,NYSE:COP,NYSE:CVE,NYSE:KMI,NYSE:PBA,NYSE:DINO,NYSE:PSX
From
InvestorPlace
7 High-Growth Stocks for the Speculating Investor
July 22, 2024
Tickers
ASML
AVGO
COP
DIS
Tags
Market News
UBER
ASML
From
InvestorPlace
What A Kamala Harris Presidency Could Mean For Oil Stocks: Chevron, Marathon Move Lower
July 22, 2024
Tickers
COP
CVX
EOG
ESG
Tags
Expert Ideas
COP
Oil
From
Benzinga
3 Energy Stocks to Buy Now: Q3 Edition
July 22, 2024
Tickers
COP
DVN
SLB
Tags
NYSE:COP,NYSE:DVN,NYSE:SLB
Stocks to Buy
SLB
From
InvestorPlace
Trinidad And Tobago Court Sides With ConocoPhillips' Claim Against Venezuela: Report
July 19, 2024
Tickers
COP
IEO
MRO
NEWS
Tags
Benzinga
Equities
Briefs
From
Benzinga
The 7 Most Undervalued Energy Stocks to Buy in July 2024
July 17, 2024
Tickers
BKR
BRK-A
BRK-B
COP
Tags
OXY
DVN
COP
From
InvestorPlace
ExxonMobil and Chevron Are Rock-Solid Dividend Stocks, but So Are These 2 Energy Stocks That Are Down 3% and 15% in 2024
July 16, 2024
Tickers
COP
CVX
EQNR
MRO
Tags
CVX
Recent Press Releases
MRO
From
Motley Fool
Breaking Down ConocoPhillips: 12 Analysts Share Their Views
July 12, 2024
Tickers
COP
Tags
BZI/AAR
COP
Analyst Ratings
From
Benzinga
ConocoPhillips-Marathon Merger Hits Hurdle: FTC Requests More Info, Delays Deal
July 12, 2024
Tickers
COP
IEO
MRO
NEWS
Tags
COP
IEO
RSPG
From
Benzinga
Judge Throws Out Baltimore's Climate Lawsuit Against Energy Giants Exxon, BP, Chevron: Report
July 12, 2024
Tickers
BP
COP
CVX
NEWS
Tags
SHEL
Briefs
Maryland
From
Benzinga
Trade of the Day: Bet on ConocoPhillips (COP) Stock’s Possible Morning Star Pattern Before It’s Too Late
July 09, 2024
Tickers
COP
Tags
NYSE:COP
Today's Market
Market News
From
InvestorPlace
ConocoPhillips's Options Frenzy: What You Need to Know
July 05, 2024
Tickers
COP
Tags
BZI/UOA
Market News
Benzinga
From
Benzinga
The 3 Smartest Energy Stocks to Buy With $1K Right Now
July 01, 2024
Tickers
COP
TTE
USAC
Tags
Market News
NYSE:COP, NYSE:USAC, NYSE: TTE
USAC
From
InvestorPlace
A Closer Look at ConocoPhillips's Options Market Dynamics
June 25, 2024
Tickers
COP
Tags
Benzinga
BZI/UOA
Market News
From
Benzinga
Semiconductor, Nvidia Woes Deepen; Nasdaq 100 Slips, Dow Rallies; Bitcoin Sinks To $60,400: What's Driving Markets Monday?
June 24, 2024
Tickers
ALNY
BITCOMP
CLSK
COIN
Tags
MARA
COP
$BTC
From
Benzinga
What the Options Market Tells Us About ConocoPhillips
June 20, 2024
Tickers
COP
Tags
BZI/UOA
Market News
Benzinga
From
Benzinga
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