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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
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contact us
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Fixed Income Portfolio (FIP)
FIP Program
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Back Dated Performance Reports
Quarterly Performance Reports
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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
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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
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Investing During Uncertain Times
Read FULL Seminar Here
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Current Economic Decline driven by Constrained Liquidity
July 21, 2025
Tickers
CPI
Tags
Government
Cpi
Inflation
From
PRLog
As US Dollar Sinks, Top Economist Warns 10% Slide Could Spark New Inflation Spike
July 07, 2025
Tickers
CPI
NEWS
QQQ
SPY
Tags
US Dollar
tariffs
Macroeconomic
From
Benzinga
Automotive And Apparel Companies 'Absorbed Tariff Costs' Amid Better Than Expected May CPI Print: 'But Don't Expect That To Continue,' Says Expert
June 12, 2025
Tickers
AEO
AUTO
CPI
CRI
Tags
Apparel
F
AEO
From
Benzinga
Inflation Resumes Climb In May, But Tariffs Have Yet To Hit Consumers
June 11, 2025
Tickers
CPI
ECON
UUP
VOO
Tags
Commodities
Broad U/S/ Equity ETFs
UUP
From
Benzinga
US Stocks Likely To Open Lower Ahead Of May Inflation Report: S&P 500 Still In A 31-Month-Long Bull Market, 'Better Times Are Coming,' Says Expert
June 11, 2025
Tickers
AMSC
CASY
CHWY
CPI
Tags
ORCL
Donald Trump
PLAY
From
Benzinga
CPI Undershoots But Core Inflation Stays Stubborn: JP Morgan
May 13, 2025
Tickers
CPI
ECON
HAS
MAT
Tags
Markets
CPI
Briefs
From
Benzinga
Jeremy Siegel Calls US-China Deal 'Amazing,' Expects Long-Term Stability
May 13, 2025
Tickers
CPI
NEWS
SPY
Tags
SPY
Market News
Expert Ideas
From
Benzinga
Tariffs Paused, But Not Gone: Economist Says Inflation Risks Remain
May 13, 2025
Tickers
CPI
DIA
ECON
NEWS
Tags
Mohamed El/Erian
Econ #s
News
From
Benzinga
Inflation Eases In April As Trump's Tariffs Don't Push Prices Higher
May 13, 2025
Tickers
CPI
ECON
UUP
Tags
Inflation
Stories That Matter
Macro Economic Events
From
Benzinga
US Stocks Likely To Open Lower Ahead Of March Inflation Release: Expert Highlights 'Fairly Weak Returns' After 5%+ Gains In S&P 500
April 10, 2025
Tickers
AAPL
ASYS
CPI
DMN
Tags
NVDA
Top Stories
LOVE
From
Benzinga
Smart ETF Picks For A Cooling Inflation Era
March 13, 2025
Tickers
AAPL
AMT
AMZN
BKNG
Tags
CPI
BKNG
EQIX
From
Benzinga
Inflation Moves In The 'Right Direction' But Forecast Is Hazy, Economist Says
March 12, 2025
Tickers
CPI
GLD
QQQ
SPY
Tags
Stories That Matter
Benzinga
Charlie Bilello
From
Benzinga
US Stocks Likely To Open Higher Ahead Of February's Inflation Print: Expert Says Odds Of A Full-Blown Bear Market Remain 'Quite Slim'
March 12, 2025
Tickers
CPI
INV
NEWS
QQQ
Tags
SPY
QQQ
SARO
From
Benzinga
Traders Await Pivotal February Inflation Data As Stagflation Fears Weigh On Wall Street: What To Expect
March 11, 2025
Tickers
AAPL
AMZN
CPI
ECON
Tags
GOOGL
CPI
MSFT
From
Benzinga
Inflation Rises In January, Housing Costs Up, Adding To Consumers' 2025 Concerns
February 12, 2025
Tickers
CPI
ITB
NEWS
RENT
Tags
ITB
Benzinga
Jerome Powell
From
Benzinga
US Stocks Set For A Cautious Start Ahead Of Inflation Data: Expert Says 'Strong Bull Markets Tend To Roar Back To Life After Corrections'
February 12, 2025
Tickers
ASIA
BIIB
CME
CPI
Tags
Stocks To Watch
Regulations
MAR
From
Benzinga
'Markets Have The Green Light To Rally' After November's 'Yawner' Inflation Report, Experts Say
December 11, 2024
Tickers
CPI
ECON
NEWS
Tags
Inflation
Dennis Gartman
Federal Reserve
From
Benzinga
Wall Street Gains, Tech Rallies, Tesla Hits All-Time Highs As Inflation Data Firms Up Fed's Next Interest Rate Cut
December 11, 2024
Tickers
AVGO
BA
CPI
ECON
Tags
Benzinga
Economics
Federal Reserve
From
Benzinga
Inflation Rises As Expected In November, Sustains Hopes For December Interest Rate Cut
December 11, 2024
Tickers
CPI
ECON
UUP
Tags
CPI
Markets
Top Stories
From
Benzinga
December Interest Rate Cut Is Almost A Done Deal: Could Wednesday Inflation Data Derail Investor Hopes?
December 10, 2024
Tickers
CPI
ECON
SPY
Tags
Expert Ideas
SPY
ETFs
From
Benzinga
Inflation On Track, But Fed May 'Go Slowly' On Interest Rate Cuts, Experts Say
November 13, 2024
Tickers
CPI
ECON
NEWS
Tags
Market News
Expert Ideas
Benzinga
From
Benzinga
October Inflation Rate Rises To 2.6% As Expected: December Interest Rate Cut Remains Uncertain
November 13, 2024
Tickers
CPI
ECON
SPY
Tags
Top Stories
Neel Kashkari
Consumer Price Index
From
Benzinga
S&P 500, Dow Futures Dip As Investors Brace For Key Inflation Data: Expert Says 'Strong Productivity' Will Cap Inflation Despite Fed's Rate Cuts
November 13, 2024
Tickers
BTC
BZH
CPI
CSCO
Tags
Wells Fargo
Economics
Inflation
From
Benzinga
Stocks Dip As Inflation Slows Less Than Expected, Oil Prices Spike Due To Hurricane Disruptions, Middle East Tensions: What's Driving Markets Thursday?
October 10, 2024
Tickers
AMD
BA
CELH
CPI
Tags
Small Cap
NET
SPY
From
Benzinga
Fed's Goolsbee Downplays Inflation Uptick, Economists Hold Steady On November Rate Interest Rate Cut Call
October 10, 2024
Tickers
CPI
ECON
SPY
Tags
Econ #s
Interest Rates
Top Stories
From
Benzinga
September CPI Is 2.4%
October 10, 2024
Tickers
CPI
Tags
Economics
Benzinga
CPI
From
Benzinga
Tech, Consumer Discretionary Stocks Fall, Utilities Sector Outperforms On Surprisingly High Inflation, Jobless Claims Data
October 10, 2024
Tickers
CPI
DUK
ECON
ENPH
Tags
DUK
Sector ETFs
ROST
From
Benzinga
September Inflation Preview: Consumer Price Data Holds The Key To Fed's Next Interest Rate Move
October 08, 2024
Tickers
CPI
SPY
Tags
Goldman Sachs
Consumer Price Index
Interest Rates
From
Benzinga
The Fed And Inflation Recalibration
September 24, 2024
Tickers
CPI
Tags
contributors
Expert Ideas
Market News
From
Benzinga
August Producer Prices May Undermine Rate-Cut Hopes Even More Than Consumer Inflation — Here's Why
September 11, 2024
Tickers
CPI
PPI
Tags
Interest Rates
Top Stories
CPI
From
Benzinga
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