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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
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Client Information
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Back Dated Performance Reports
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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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
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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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S&P 500-Tracking SPY Boasts Of An Impressive Legacy, But Its Debut Pales In Comparison With BlackRock's Bitcoin Spot ETF
February 13, 2025
Tickers
BITCOMP
ETF
IBIT
NEWS
Tags
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Benzinga
From
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Goldman Sachs Increases Bitcoin ETF Stake Over $1.5 Billion In Q4, Reports A Massive 1793% Jump In Ethereum ETF Holdings
February 11, 2025
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Ranking The XRP, Dogecoin, Solana, Litecoin ETF Approval Chances: One Altcoin Has A 90% Chance, Bloomberg Analyst Says
February 11, 2025
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NEWS
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$SOL
From
Benzinga
Apple Vs IBIT Bitcoin ETF: One Is Warren Buffett's Berkshire Hathaway's Biggest Holding, The Other Gives Exposure To A Crypto He Vehemently Dislikes, Which Has Generated Better Yearly Returns?
February 11, 2025
Tickers
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IBIT
NEWS
Tags
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$DOGE
From
Benzinga
Coinbase CEO Brian Armstrong Says Bitcoin Adoption To Reach 'Billions' By 2030
February 10, 2025
Tickers
BITCOMP
BLK
COIN
IBIT
Tags
Cryptocurrency
News
Brian Armstrong
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Benzinga
Is the iShares Bitcoin Trust a Millionaire Maker?
February 09, 2025
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BITCOMP
IBIT
USD-BITSTAMP
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IBIT
Recent Press Releases
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From
Motley Fool
Billionaires Are Buying a BlackRock ETF Wall Street Experts Say May Soar Up to 50,415%
February 08, 2025
Tickers
BTC
IBIT
Tags
Market News
BTC
IBIT
From
Motley Fool
BlackRock Expands Investment In Bitcoin-Heavy Strategy, Reaching 5% Ownership
February 07, 2025
Tickers
BITCOMP
BLK
BTC
IBIT
Tags
BLK
Market News
News
From
Benzinga
Trump Media To Launch Bitcoin ETF: Could Political Themes Undermine Long-Term Stability?
February 07, 2025
Tickers
BITCOMP
BLK
DJT
IBIT
Tags
bitcoin
Top Stories
Benzinga
From
Benzinga
BlackRock To Launch Bitcoin Investment Product In Europe
February 05, 2025
Tickers
BITCOMP
BLK
IBIT
NEWS
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Larry Fink
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Bitcoin To Reach $500,000 Before Trump Leaves Office: Standard Chartered
February 05, 2025
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IBIT
NEWS
USD-BITSTAMP
Tags
IBIT
$BTC
$ETH
From
Benzinga
Billionaires Are Selling Nvidia and Buying a Cryptocurrency ETF That Some Wall Street Experts Think May Soar Up to 3,500%
February 04, 2025
Tickers
BLK
BTC
IBIT
NVDA
Tags
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BLK
Recent Press Releases
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Bitcoin Backer BlackRock Boosted Exposure To RGTI Stock Right Before Its Jaw-Dropping 1,400% Surge In Quantum Computing Hype
January 31, 2025
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BITCOMP
BLK
IBIT
NEWS
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IBIT
Benzinga
$BTC
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Bitcoin Has Struggled to Stay Above $100,000 in January. Will This Trend Continue?
January 29, 2025
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IBIT
USD-BITSTAMP
Tags
IBIT
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Marjorie Taylor Greene Loads Up On Meta, Amazon, Tesla, Nvidia And Other Stocks As Donald Trump's New Equations With Big Tech Leaders Sets Stage For Growth: What Is At Stake?
January 29, 2025
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Bill Miller Snapped Up 50K MicroStrategy Shares In Q3 — Was It A Smarter Play Than Bitcoin ETFs?
January 29, 2025
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Recent Filing Shows That Rep. Marjorie Taylor Greene Bought Over $1K Worth of iShares Bitcoin Trust Stock
January 28, 2025
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Nasdaq's Bitcoin ETF Shift Could Strengthen BlackRock's Market Position
January 27, 2025
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Benzinga
AppLovin, IBIT And More: CNBC's 'Final Trades'
January 23, 2025
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Benzinga
Bets Favoring Dogecoin ETF Approval In 2025 Jump After Bitwise's Delaware Filing—Top Trader Paints Over 4000% Upside For Memecoin
January 23, 2025
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IBIT
NEWS
Tags
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Benzinga
Delaware Trust
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Benzinga
Blackrock CEO Larry Fink Says Bitcoin Could Rise To $700,000 On Fiat Fears: 'If You're Frightened Of The Debasement...'
January 22, 2025
Tickers
BITCOMP
BLK
IBIT
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Tags
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From
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Bitcoin, Ethereum ETFs Attract Record Inflows Despite Market Volatility, Policy Uncertainty
January 22, 2025
Tickers
ARKB
BITB
BITCOMP
BTC
Tags
Crypto ETF
ARKB
Sector ETFs
From
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2 Brilliant ETFs to Buy in 2025 That Tap Once-in-a-Lifetime Investment Opportunities
January 20, 2025
Tickers
AAPL
AB
ACN
BTC
Tags
MSTR
BTC
ACN
From
Motley Fool
Billionaires Are Selling Nvidia and Buying a Bitcoin ETF That Cathie Wood Thinks Could Soar Up to 3,700%
January 19, 2025
Tickers
ARKB
BITCOMP
BTC
IBIT
Tags
BTC
ARKB
NVDA
From
Motley Fool
1 BlackRock ETF to Buy Before It Soars Up to 140% in 2025, According to Certain Wall Street Analysts
January 19, 2025
Tickers
BTC
IBIT
Tags
Market News
BTC
Recent Press Releases
From
Motley Fool
Why Bitcoin and Related Stocks Soared on Friday
January 17, 2025
Tickers
BITCOMP
BTC
CAN
COIN
Tags
BTC
MARA
Recent Press Releases
From
Motley Fool
Bitcoin ETFs Outperform In First Year, But Solana, XRP ETFs Face Challenges, Expert Says
January 17, 2025
Tickers
BITCOMP
IBIT
NEWS
USD-BITSTAMP
Tags
$SOL
Cryptocurrency
News
From
Benzinga
Trump's Treasury Nominee Scott Bessent Sees 'No Reason' For US Central Bank Digital Currency: It's For Countries With 'No Other Investment Alternatives'
January 16, 2025
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CBDC
IBIT
NEWS
Tags
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From
Benzinga
BlackRock Generates Industry-Leading ETF Inflows Of $390 Billion In 2024: Here Are Five iShares ETFs That Investors Should Look Out For
January 16, 2025
Tickers
BLK
ETF
IBIT
ITOT
Tags
IVV
Market News
Equities
From
Benzinga
Trump's Treasury Pick Scott Bessent Urges Dollar Must Remain 'World's Reserve Currency' As President-Elect Reportedly Pushes For Strategic Bitcoin Reserve
January 16, 2025
Tickers
BITCOMP
IBIT
NEWS
USD-BITSTAMP
Tags
General
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From
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