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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
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contact us
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Fixed Income Portfolio (FIP)
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Back Dated Performance Reports
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Total Asset Market (TAM)
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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
Client Service Approach
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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
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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Total Asset Fund (TAF sm) Presentation
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Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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Picking Winners in the Chinese EV Race: Does LI Stock Make the Cut?
October 24, 2023
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Nio Inc. Entered The EV Insurance Business Late Last Year According To New Filing
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Polestar Vs. Nio: EV Makers To Clash Beyond The Road In Smartphone Battle
September 07, 2023
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Musk's Strategy Working? Tesla's Market Share Soars In Q2 Amid Bold Price Cuts And Margin Fears
August 31, 2023
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XPEV Stock Alert: XPeng Surges on Huge DiDi Deal
August 28, 2023
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Lotus's Electric Dream Comes True: 1st Batch Of Hotly Anticipated Evija Hypercars To Be Delivered Later This Year
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XPEV Stock Alert: Xpeng Heats Up on Stimulus Hopes
August 17, 2023
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LI Stock Analysis: What the Market Is Telling Us About Li Auto
August 13, 2023
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NIO Stock Alert: Nio Wants Better Access to U.S. Market
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Tesla Charging Dominance Grows, Lucid's Lucrative Aston Martin Deal, Lordstown Succumbs And More: Biggest EV Stories Of The Week
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LI Stock Alert: HSBC Raises Price Target to $43
June 28, 2023
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June 26, 2023
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Polestar Joins Forces With Sister Company For China EV Market Dominance
June 20, 2023
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Why Are Chinese EV Stocks LI, XPEV, NIO Up Today?
June 14, 2023
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Why Li Auto May Be the True Contender in China’s EV Market
June 12, 2023
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Ford's Jim Farley Names 3 Chinese Automakers That Have Potential To Be Global Contenders: 'It's A Bit Of A New World Order'
June 11, 2023
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NIO Stock Alert: China Just Gave Nio a Big Boost
June 02, 2023
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Tesla And Buffett-Backed BYD Lead EV Revolution, Leaving Japanese Automakers In The Dust: Report
June 01, 2023
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China's Geely Eyes Thailand's EV Market, Evaluates Possibilities Of Building A Plant
May 31, 2023
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BYDDY
GELYF
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Ford CEO Brushes Off Competition From Tesla, GM, Toyota: 'Chinese Are Going To Be The Powerhouse'
May 25, 2023
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XPEV Stock Alert: Why Xpeng Is Falling 10% Today
May 24, 2023
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PSNY Stock Alert: Polestar Delays EV Production Plans
May 11, 2023
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