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Fixed Income Portfolio (FIP)
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Back Dated Performance Reports
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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
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Investing During Uncertain Times
Read FULL Seminar Here
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HP, Trade Desk And 2 Other Stocks Insiders Are Selling
October 03, 2023
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Warren Buffett Is Selling Shares of This High-Yield Dividend Stock and, Likely, Buying Shares of His Favorite Stock (No, Not Apple!)
September 27, 2023
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September 25, 2023
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Is Warren Buffett Giving Up on HP (HPQ) Stock?
September 25, 2023
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HP, Amazon And 2 Other Stocks Insiders Are Selling
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Beware! 3 Robotics Stocks Waving Massive Red Flags Right Now
September 21, 2023
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Beware! 3 Robotics Stocks Waving Massive Red Flags Right Now
September 20, 2023
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Warren Buffett Just Sold 1 High-Yield Dividend Stock, but Here's Another He Owns That's a No-Brainer Buy
September 19, 2023
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Warren Buffett Bought the Wrong HP Stock: Here's How Investors Can Avoid the Same Mistake
September 19, 2023
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September 17, 2023
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September 14, 2023
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Warren Buffett Is Finally Selling This Struggling Stock
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Berkshire Hathaway dumps 5.5 million HP shares, and it may not be done selling
September 14, 2023
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September 14, 2023
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September 05, 2023
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September 04, 2023
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September 01, 2023
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August 31, 2023
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Investor Optimism Improves Further As Investors Assess Economic Reports
August 31, 2023
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