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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
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TAM sm Program
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Client Information
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Back Dated Performance Reports
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TAV Program
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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
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Fees
Implementation
Legal Services
Termination
Professional Alliance Network
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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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What 5 Analyst Ratings Have To Say About Fair Isaac
November 10, 2022
Tickers
FICO
Tags
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Benzinga
Analyst Ratings
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Benzinga
A New Problem Is Emerging at Upstart. Should Investors Continue to Hold the Stock?
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Block To 100? Plus This Analyst Slashes PT On Estée Lauder By 32%
November 07, 2022
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D
EL
FICO
Tags
D
News
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This Foreboding Sign Looms Over Fair Isaac's Chart
November 03, 2022
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Benzinga
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Trading Ideas
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Upstart Just Fired 140 Hourly Employees. It Needs the Fed's Help More Than Ever.
November 01, 2022
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LC
UPST
Tags
UPST
LC
Market News
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Why Buying Upstart Stock Now Could Be a Genius Move
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Fannie Mae, Freddie Mac to use alternative credit scores — what that means for potential homebuyers
October 24, 2022
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Better Fintech Stock: PayPal or Upstart
October 17, 2022
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PYPL
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Fair Isaac Approves New Share Buyback Up To 5% Stock
October 11, 2022
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TECH
Tags
News
Market News
Benzinga
From
Benzinga
Stock Market Meltdown: Is It Finally Time to Buy Upstart?
October 08, 2022
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UPST
Tags
FICO
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Take-Two Interactive To Surge Around 38%? Plus Baird Predicts $475 For This Stock
October 06, 2022
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GMRE
IIIV
SO
Tags
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Benzinga
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Benzinga's Top Ratings Upgrades, Downgrades For October 6, 2022
October 06, 2022
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AKYA
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Initiation
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This Growth Stock Once Soared 1,900% -- and Here's Why It's a Buy Right Now
October 04, 2022
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UPST
Tags
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2 Stocks Down More Than 90% That Investors Should Buy
September 30, 2022
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ARKK
BRK-A
BRK-B
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How to save $50,000 over your lifetime — and win the battle against inflation
September 29, 2022
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1 Growth Stock Down 94% to Buy Right Now
September 22, 2022
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This Growth Stock Could 10X in 10 Years
September 13, 2022
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Upstart Stock: Bull vs. Bear
August 30, 2022
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Tags
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Down 81%, Should Investors Buy and Hold Upstart Stock?
August 27, 2022
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UPST
Tags
UPST
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FICO
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4 Reasons This Banking Stock Is a Screaming Buy Right Now
August 23, 2022
Tickers
ARKF
FICO
HOOD
IBKR
Tags
SOFI
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More Likely to 5x First: Lemonade vs. Upstart
August 20, 2022
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LMND
PGR
UPST
Tags
UPST
PGR
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This Credit Card Stock Offers a Good Risk-Reward Proposition
August 16, 2022
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COF
FICO
Tags
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COF
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1 Green Flag for Upstart In 2022, and 1 Red Flag
August 15, 2022
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UPST
Tags
UPST
Market News
Recent Press Releases
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Upstart Claims It Is Significantly Outperforming FICO, but the Market Isn't Buying It
August 13, 2022
Tickers
CUBI
FICO
UPST
Tags
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UPST
CUBI
From
Motley Fool
This Favorable Sign Appears On Fair Isaac's Chart
August 11, 2022
Tickers
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Benzinga
Movers
From
Benzinga
If You Invested $1,000 in Upstart in 2020, This Is How Much You Would Have Today
August 10, 2022
Tickers
FICO
UPST
Tags
Recent Press Releases
FICO
UPST
From
Motley Fool
Upstart's Guidance Just Got Worse -- Is It Time to Abandon the Stock?
August 09, 2022
Tickers
FICO
UPST
Tags
Market News
UPST
Recent Press Releases
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Better Buy: SoFi Technologies vs. Upstart Holdings
August 06, 2022
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FICO
SOFI
UPST
Tags
SOFI
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Down 82% and 94%, These Are 2 of the Fastest-Growing Stocks on the Planet
August 04, 2022
Tickers
FICO
UPST
ZM
Tags
FICO
Recent Press Releases
ZM
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