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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
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
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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Client Information
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Sample Portfolio
Back Dated Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
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
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Event Schedule
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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
Bond Fund Seminar
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Catalent's Operational Inefficiencies: Analyst Downgrades Stock, Seeks Additional Clarity
April 14, 2023
Tickers
CTLT
Tags
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From
Benzinga
Drug manufacturer Catalent’s stock tumbles 25% after profit warning and CFO departure
April 14, 2023
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US Stocks Mixed; Retail Sales Drop 1% In March
April 14, 2023
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April 14, 2023
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April 10, 2023
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April 04, 2023
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Where Catalent Stands With Analysts
April 03, 2023
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Benzinga's Top Ratings Upgrades, Downgrades For April 3, 2023
April 03, 2023
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2 Clinical Research Stocks That Could Grow by More Than 10% This Year, and 1 to Watch
March 25, 2023
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Stock market volatility this week has triggered a new sell signal
March 16, 2023
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The stock market is telling you loud and clear: Now is not the time to fight the Fed or stand up to the bears.
March 09, 2023
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March 07, 2023
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Incannex Engages Catalent For Development And Manufacture Of Psilocybin Drug For Clinical Trials
March 03, 2023
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Bears control the stock market for now, but these takeover plays can keep the bulls satisfied
March 02, 2023
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February 28, 2023
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The stock market’s rally was a head fake and the smart money now is with the bears
February 23, 2023
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The U.S. stock market is trying to find direction, but the trend is still bullish
February 16, 2023
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Why Catalent Stock Was on Fire This Week
February 10, 2023
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Watch the stock market closely now. If the S&P 500 breaks below 4100, the next stop could be 7% lower.
February 09, 2023
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Looking Into Catalent's Return On Capital Employed
February 08, 2023
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Nasdaq Down Over 100 Points; Tyson Foods Posts Downbeat Earnings
February 06, 2023
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February 06, 2023
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Crude Oil Down Over 1%; Nasdaq Drops 80 Points
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12 Health Care Stocks Moving In Monday's Intraday Session
February 06, 2023
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These 2 Stocks Are Making a Pop on Monday
February 06, 2023
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NEM Stock Alert: What to Know as Newmont Offers to Buy Newcrest Mining
February 06, 2023
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BBIG Stock Alert: VVIP Ventures Acquires Major Outlets From a360 Media
February 06, 2023
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HLBZ
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NASDAQ:BBIG,NASDAQ:RIVN,NYSE:CTLT,NASDAQ:HLBZ
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InvestorPlace
Why Is Catalent (NYSE:CTLT) Stock Up 20% Today?
February 06, 2023
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CTLT
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HRZN
JNJ
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CTLT
From
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