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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
Letter to Clients
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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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Quarterly Performance Reports
Market Value Securities (MVS)
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
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
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
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Event Schedule
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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
Tax-Free Income Seminar
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4 Top Stock Trades for Thursday: PTON, PG, BB, KMX
December 22, 2021
Tickers
BB
CGC
KMX
PG
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PTON
PG
Trading Advice
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Paychex, CarMax Earnings Reveal the Stock Market's Tug-of-War
December 22, 2021
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KMX
PAYX
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^IXIC
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Mid-Afternoon Market Update: CalAmp Drops After Q3 Results; Red Cat Holdings Shares Surge
December 22, 2021
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AGIL
ALLK
CAMP
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SALM
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Mid-Day Market Update: Nasdaq Rises Over 100 Points; Allakos Shares Plunge
December 22, 2021
Tickers
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AGIL
ALLK
BRTX
Tags
RCAT
News
AGIL
From
Benzinga
Mid-Morning Market Update: Markets Edge Higher; CarMax Profit Tops Estimates
December 22, 2021
Tickers
AGIL
ALLK
BRN
BRTX
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Benzinga
Earnings
LTRY
From
Benzinga
Recap: CarMax Q3 Earnings
December 22, 2021
Tickers
KMX
Tags
BZI/Recaps
News
Market News
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CarMax Stock Gains After Q3 Earnings Beat
December 22, 2021
Tickers
KMX
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Earnings
Trading Ideas
Briefs
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A Peek Into The Markets: US Stock Futures Edge Lower Ahead Of GDP Report
December 22, 2021
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AIR
BB
CTAS
DRI
Tags
PAYX
Earnings
Benzinga
From
Benzinga
5 Stocks To Watch For December 22, 2021
December 22, 2021
Tickers
AIR
BB
CTAS
KMX
Tags
Trading Ideas
Markets
KMX
From
Benzinga
Earnings Scheduled For December 22, 2021
December 22, 2021
Tickers
AVO
CTAS
KMX
LIVE
Tags
PAYX
AVO
BZI/UE
From
Benzinga
Earnings Outlook For CarMax
December 21, 2021
Tickers
KMX
Tags
Market News
Benzinga
KMX
From
Benzinga
5 Companies That Could Beat Earnings Estimates This Week: Rite Aid, BlackBerry And More
December 20, 2021
Tickers
BB
CVS
GIS
KMX
Tags
GIS
Pharmacy Stocks
KMX
From
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CarMax's Debt Overview
December 17, 2021
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KMX
Tags
Market News
News
Benzinga
From
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Benzinga's Top Ratings Upgrades, Downgrades For December 7, 2021
December 07, 2021
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APPS
ARVN
AZN
Tags
MRK
PTEN
ROST
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A sales surge might make this industry your best stock market play for 2022
December 07, 2021
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AAP
ABG
AN
AZO
Tags
AAP
ABG
SML
From
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December 03, 2021
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GM
HMC
KMX
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GM
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7 Stocks to Buy to Play the Rising Consumer Prices Trend
November 29, 2021
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AWK
COIN
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November 25, 2021
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Z
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Battered Autohome Sees Light At The End Of The Tunnel
November 22, 2021
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AN
ATHM
CANG
KMX
Tags
LI
Small Cap
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5 Growth Stocks That Can Turn $250,000 Into $1 Million by 2030
November 18, 2021
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ABNB
AMZN
KMX
NFLX
Tags
UPWK
KMX
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7 Stocks Worth Buying in the Heart of This Earnings Season
October 28, 2021
Tickers
COIN
EA
FB
IMAX
Tags
NASDAQ:EA,NYSE:NET,NYSE:IMAX,NYSE:KMX,NASDAQ:COIN,NYSE:OLN,NYSE:LMT,NASDAQ:FB
LMT
KMX
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7 Retail Stocks That Could Benefit From the Mad Holiday Rush Ahead
October 19, 2021
Tickers
AMZN
BGFV
JWN
KMX
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Market News
NASDAQ:AMZN,NYSE:JWN,NASDAQ:BGFV,NYSE:KMX,NYSE:SQ,NYSE:TGT,NYSE:W,NYSE:WMT
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Recap: CarMax Q2 Earnings
October 04, 2021
Tickers
KMX
Tags
News
BZI/Recaps
Market News
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Benzinga
CarMax's E-Commerce Bet Is Already Paying Off
October 01, 2021
Tickers
KMX
Tags
KMX
Market News
From
Motley Fool
Guggenheim Downgrades CarMax To Neutral
October 01, 2021
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KMX
Tags
Benzinga
Downgrades
KMX
From
Benzinga
10 Consumer Discretionary Stocks Showing Unusual Options Activity In Today's Session
October 01, 2021
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AEO
AMZN
ASO
BABA
Tags
AEO
ASO
TSLA
From
Benzinga
Merck Announcement Helps Prompt Positive Pre-Market Price Moves
October 01, 2021
Tickers
BBBY
DIS
JPM
KMX
Tags
News
General
BBBY
From
Benzinga
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October 01, 2021
Tickers
ACHL
ALZN
ANGO
ATIF
Tags
EM
Pre/Market Outlook
Penny Stocks
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4 Top Stock Trades for Friday: SPCE, NFLX, KMX, ATER
September 30, 2021
Tickers
ATER
KMX
NFLX
SPCE
Tags
KMX
NFLX
NYSE:SPCE,NASDAQ:NFLX,NYSE:KMX,NASDAQ:ATER
From
InvestorPlace
Mid-Afternoon Market Update: Gold Rises 2%; Bed Bath & Beyond Shares Slide
September 30, 2021
Tickers
ANGO
BBBY
JRSH
KAVL
Tags
Market News
LIZI
SPCE
From
Benzinga
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