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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
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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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TAM sm 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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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TAF
Event Schedule
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MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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How Much Bitcoin Should Be in Your Portfolio?
July 08, 2025
Tickers
BITCOMP
BLK
BTC
IBIT
Tags
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bitcoin
Recent Press Releases
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July 08, 2025
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July 05, 2025
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YBIT
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YBIT
Recent Press Releases
IBIT
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Motley Fool
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July 05, 2025
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BTC
IBIT
MSTR
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Tickers
ARKB
BITB
BITCOMP
ETHA
Tags
$BTC
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$ETH
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Bitcoin Nearly Hits $110,000 — Ethereum, Dogecoin Also Spike Amid ETF Buzz: Analyst Says Door Open For $118,000 BTC Rally
July 02, 2025
Tickers
AAPL
BITCOMP
BTC
IBIT
Tags
IBIT
$BTC
$ETH
From
Benzinga
GRFT ETF Seeks To Turn Political Power Plays Into Investor Gains
July 02, 2025
Tickers
AMZN
GOP
IBIT
JPM
Tags
JPM
NVDA
IBIT
From
Benzinga
BlackRock's Bitcoin ETF Surpasses S&P 500 ETF In Revenue As XRP, Dogecoin ETF Approval Predicted To Follow Soon
July 02, 2025
Tickers
BITCOMP
IBIT
NEWS
USD-BITSTAMP
Tags
$ADA
bitcoin
IBIT
From
Benzinga
2 No-Brainer Exchange-Traded Funds (ETFs) to Buy With $650 in July
July 02, 2025
Tickers
BTC
IBIT
VOO
Tags
^GSPC
Market News
VOO
From
Motley Fool
Gold Rarely Beats Bitcoin, But 2025 Could Be Another Blowout Year
July 01, 2025
Tickers
BITCOMP
FBTC
IBIT
USD-BITSTAMP
Tags
Benzinga
Top Stories
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5-ETF Portfolio Built to Last
July 01, 2025
Tickers
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QQQ
SCHD
VOO
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Recent Press Releases
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This BlackRock ETF Could Soar 12,770%, According to Billionaire Michael Saylor
June 28, 2025
Tickers
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IBIT
Recent Press Releases
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June 27, 2025
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BND
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Tags
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HOOD
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June 21, 2025
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ETH
FBTC
IBIT
Tags
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FBTC
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2 Bitcoin (BTC) ETFs to Buy With $100 and Hold Forever
June 19, 2025
Tickers
BETH
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Tags
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Tickers
ARKB
BITB
FBTC
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Tags
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Why Smart Money Is Spreading Out: ETF Flows Signal Surge In Portfolio Diversification
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EEMA
GLD
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Broad U/S/ Equity ETFs
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Truth Social's Bitcoin And Ethereum ETF Filing With SEC Aims For 75% BTC, 25% ETH
June 16, 2025
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BTC
IBIT
NEWS
Tags
Donald Trump Jr/
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Focusing On The Most Obvious Sectors
June 15, 2025
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AEM
AZN
CVX
IBIT
Tags
SOXL
SPY
Stocks / Equities
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TalkMarkets
Ethereum ETFs Outpace Bitcoin ETFs With $240M Inflows On June 11
June 12, 2025
Tickers
BITCOMP
ETHA
IBIT
NEWS
Tags
$BTC
$ETH
Benzinga
From
Benzinga
Billionaires Buy a BlackRock ETF That Can Soar Up to 172% in 2025, According to Wall Street Experts
June 11, 2025
Tickers
BLK
BTC
FBTC
IBIT
Tags
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JPM
SCBF/Y
From
Motley Fool
Fidelity Tops BlackRock In Bitcoin ETF Inflows For The First Time
June 10, 2025
Tickers
BITCOMP
FBTC
GBTC
HODL
Tags
ETFs
FBTC
Cryptocurrencies
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TalkMarkets
Bitcoin Mining Stock With 'Biggest Opportunity' In Crypto Space Grabs Eyeballs As Expert Recalls Tom Lee's Call: 'If We Are In For Another Leg Up In BTC, This Flies'
June 10, 2025
Tickers
BITB
BITCOMP
BTCO
FBTC
Tags
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Tom Lee
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Benzinga
Bitcoin Wins, The US Dollar Loses Since “Liberation Day”
June 09, 2025
Tickers
BITCOMP
GLD
IBIT
USD-BITSTAMP
Tags
GLD
ETFs
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TalkMarkets
Are ETFs Digging The Grave Of Traditional Mutual Funds? $2 Trillion Outflows Say So
June 09, 2025
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BLK
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IVV
QQQ
Tags
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From
Benzinga
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