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Fixed Income Portfolio (FIP)
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Back Dated Performance Reports
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Back Dated Performance Reports
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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
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Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
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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
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Investing During Uncertain Times
Read FULL Seminar Here
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Duke Energy Supports Fellow First Responders in South Carolina With $500,000 in Grants for Emergency Preparedness, Resiliency Initiatives
April 20, 2022
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April 08, 2022
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Lynn J. Good, Chair, President & CEO of Duke Energy Corporation Met With Business Roundtable to Discuss Climate Change
February 25, 2022
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February 22, 2022
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Duke Energy Expands Clean Energy Action Plan
February 10, 2022
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One Way to Solve Food Insecurity: Healthy Food Distribution Programs
February 08, 2022
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Human Rights Campaign Foundation Recognizes Duke Energy as an Inclusive Workplace
February 04, 2022
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February 03, 2022
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Duke Energy Florida Awards $250,000 to Organizations That Empower Students, Educators, Families During Season of Giving
January 19, 2022
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Social Justice Grant Helped Give Saichelle McNeill a Second Chance
January 17, 2022
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Duke Energy Awards $200,000 in Grants to Support Economic Development in Florida
January 13, 2022
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Creating Opportunities Where We Can Do the Most Good
December 29, 2021
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100 Flags Fly in Florida to Honor Duke Energy Veterans
December 22, 2021
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Duke Energy Provides $1 Million in Grants To Support Organizations Focused on Social Justice, Racial Equity in North Carolina
December 15, 2021
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Duke Energy Named One of North America's Top Sustainable Companies for 16th Straight Year
December 13, 2021
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More Than $330,000 Available in Winter Energy Bill Assistance for Duke Energy Indiana Customers
December 08, 2021
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Duke Energy Launches More Robust Customer Assistance Program Called 'Share the Light Fund'
December 06, 2021
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Duke Energy Caps Off Monthlong Effort to Fight Hunger With Nearly $150,000 in 'surcee' Grants to South Carolina Community Agencies
December 02, 2021
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Solar advocates, Duke Energy reach net metering agreement in North Carolina
November 30, 2021
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Solar advocates, Duke Energy reach net metering agreement in North Carolina
November 30, 2021
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Duke Energy Native American Employees Share Culture, Deepen Connections
November 30, 2021
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Why Don Hamilton Lives a Fully Charged Life
November 24, 2021
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